The URL can be used to link to this page

Home My WebLink About05-25-05 i ~. CO~[hiON\~Br11:CII OI~ PGNNSYI.\'ANIr\ ~ Y SuperiorCourt of Pennsylvania Davit A. Szcwcznk, Fsy. ~Ilddlc District Prothonotary rotriciX n. Whitntkcr May 24, 2005 Deputy Prothonotary Ms. Mary C. Lewis Register of Wills & Orphans' Court Clerk Cumberland County Courthouse 1 Courthouse Square Carlisle, PA 17013 Re: 856 MDA 2005 In Re; Estate of Robert M. Mumma Appeal of: Robert M. Mumma II Dear Ms. Lewis: IIXI Pare titnct. tiuitr 41X1 I lanehurv. Ih1 171111 717.77?• 1294 wwsvsu prriar.cou rt.n ate. pa.u s Enclosed please find a copy of the docket for the above appeal that was recently filed in the Superior Court. Kindly review the information on this docket and notify this office in writing if you believe any corrections are required. Appellant's counsel is also being sent a Docketing Statement, pursuant to Pa.R.A.P. 3517, for completion and filing. Please note that Superior Court Dockets are available on the Internet at the Web site address printed at the top of this page. Thank you. Very truly yours, ;._, - . ~ .. i :~ ['l~ .'11 1 't_. n c,-. , ` -, ~ - :... L : ~ ~ , ' . . .'1 ~I ~~ .. ~n W ::fir David A. Szewczak Prothonotary KRC ATRUECOPYFROM RECORD in Testimony wherof, I hereunto set my hand and the seal • of sold Court at Carlisle, PA ~~~~ This ~~~dayot~ -20~ Clock of the Orphans Cour~ Cumberland County / (y1~'W~ 15222205192005 Cumberland County - Register Of Wills 5~i9/2005 ROW621 PA File No 2186-00398 File No 1986-00398 Decedent MUMMA ROBERT M Docket Entries D/E Date No. Filed 001 04/24/86 ENTRY INTO SAFE DEPOSIT BOX 002 06/05/86 WILLEBOOKENO~100 PAGE 388 DEATH CERTIFICATE 003 07/10/86 RECEIPT, INHERITANCE TAX PYMT, $400,000 004 01/12/87 QRp~SMCOURT BOOKR115~PAGEM2b II 005 03/23/87 STATUS REPORT 006 07/13/87 TAXEDOCKETXI2EPAGE 1916LINE 15 007 07/20/87 TpNXEDOCK~ETE12 PAGET191 LINE 15 008 07/20/87 RECEIPT, INHERITANCE TAX PYMT $205,257 009 08/.07/87 INVENTORY OIO 05/18/88 STATUS REPORT 011 12/27/88 PETITIONTFORRDECLA ATORYYJUDGMENTT DECREE 012 12/29/88 PETITION FOR APPOINTMENT OF GUARDIAN AD LITEM 013 12/30/88 CERTIFICATE OF SERVICE 014 01/09/89 ORDER OF COURT - HEARING RESCHEDULED 015 01/13/89 JOINDER TO PETITION FOR DECLARATORY JUDGMENT 016 01/13/89 ANSWER TO COMPLAINT FOR DECLARATORY JUDGMENT 15222205192005 Cumberland County - egi 5 9/2005 ROW621 File No 1986-00398 PA File No 2186-00398 i Decedent MUMMA ROBERT M ff F !~ ., ;a ~ ~ i ,.~~;.~ R 'ster Of Wills P~ge 2 017 01/13/89 LEWISN&OHOCKZUSTFROMMREPR~SENTATION OFRPLAINTIF'FSLIFYING MORGAN, ORDER OF COURT. 018 01/17/89 PRAECIPE FOR ENTRY OF APPEARANCE 019 01/17/89 COMPLAINTTFOREDECALARATORY JUDGMENTM. MCCLURE TO PLAINTIFFS' 020 01/17/89 MOTION AND SUPPLEMENTAL CERTIFICATE OF SERVICE _r 021 01/17/89 DECLARATORY OJUDGMENTNS OF ROBERT M. MUMMA, II TO THE COMPLAINT FOR ~ 022 01/17/89 DECLARATORY OJUDGMENTNS OF ROBERT MUMMA, II TO PETITION FOR j Q23 01/19/89 CERTIFICATE OF SERVICE 024 02/03/89 DISQUALIFYINGEMORGAN,M~EWIS &FBOCKIUS AS OUNMSELIIN THIS ACTION. 025 02/03/89 REPLY OF MUMMA & MORGpD7, PLAINTIFFS TO NEW MATTER OF MCCLURE. 026 02/03/89 ANSWER OF MUMMA & MORGAN TO PRELIMINARY OBJECTIONS OF MUMMA II TO THE COMPLAINT FOR DECLARATORY JUDGMENT 027 02/03/89 THEWPETITION FOR&DECLARATORYPRJUDGMENTRY OBJECTIONS OF MUMMA II TO 028 02/10/89 PETITION FOR REMOVAL OF EXECUTORS AND TRUSTEES OF ROBERT M. MUMMA, i II. Ij .029 02/13/89 OBJECTIONSSOFEROBERT M.OMUMMA,IIIOPPOSITION TO THE PRELIMINARY 030 02/13/89 OPINION AND ORDER OF COURT 031 02/15/89 CERTIFICATE OF SERVICE 032 02/16/89 PETITIONERS MEMORANDUM OF LAW IN SUPPORT OF PETITONERS FOR ` ,_ ` ~~ ~, 15222205192005 Cumberland County - Register Of Wills 5 19/2005 ROW621 File No 1986-00398 PA File No 2186-00398 Decedent MUMMA ROBERT M i DECLARATORY JUDGMENT. i 033 02/16/89 PETITIONAFORMDECLARATORYFJUDGMENTROBERT MUMMA, II IN OPPOSITION TO 034 02/16/89 pRE~IMINA YOOBJECTIONSESPONDENT, ROBERT MUMMA, II IN SUPPORT OF 035 02/17/89 CERTIFICATE OF SERVICE 036 02/27/89 OBJECT~ONSSOFMROBERRTDMUMMA,LII IN OPPOSITION TO THE PRELIMINARY 1. 037 03/08/89 OPINION AND ORDER OF COURT 038 03/30/89 ROBERTSM FMUMMAAII FOR REMOVALIOF TRUS~EE~ EXECUTORIONER OF 039 03/31/89 ORDER OF COURT 040 04/06/89 CERTIFICATE OF SERVICE 041 04/06/89 NOTICE OF APPEAL, ORDER OF TRANSCRIPT & PROOF OF SERVICE ^ 042 04/10/89 OPINION AND ORDER OF COURT 043 04/17/89 STATUSEREPORT~TTERS COMPLAINED OF 044 05/17/89 PRAECIPE FOR DISCONTINUANCE FILED WITH SUPERIOR COURT 045 05/22/89 ORDER OF COURT ORPHANS COURT DOCKET NO. 118 PAGE 839 046 06/20/89 PETITION OF ROBERT M. MUMMA, II TO REVOKE DISCLAIMER 047 08/12/89 REV 1548 NOTICE INH TAX APPR JOINT ASSETS 048 08/17/89 ANSWER OF GUARDIAN AD LITEM IN OPPOSITION TO PETITION OF ROBERT M. MUMMA, II. 049 08/24/89 ANSWER OF BARBARA MCK. MUMMA & LISA M. MORGAN TO PETITION OF . "`aM `. 15222205192005 Cumberland County - Register Of Wills ROW621 qq File No 1986-00398 5~I9/2005 Decedent MUMMA ROBERT M PA File No 2186-00398 ROBERT M. MUMMA, II TO REVOKE DISCLAIMER 050 08/29/89 MEMORANDUM OPINION & ORDER OF COURT 051 08/29/89 ANSWER OF ROTH TO PETITTON OF ROBERT M. MUMMA, II TO REVOKE DIS- CLAIMER. 052 08/30/89 PROCEEDINGS FOR PETITION TO REVOKE DISCLAIMER 053 09/01/89 ANSWER OF BARBARA M. MCCLURE TO PETITION OF MUMMA, II TO REVOKE DISCLAIMER a 054 09/27/89 BRIEF OF ROBERT M. MUMMA, II IN SUPPORT OF PETITION TO REVOKE DISCLAIMER. 1 !- ~ 055 10/03/89 NOTICE OF DEPOSITION 056 10/04/89 PRAECIPE TO LIST FOR TRIAL 057 10/11/89 BRIEF OF GUARDIAN AD LITEM IN OPPOSITION TO PETITION FOR ROBERT M MUMMA, II 058 11/17/89 OPINION AND ORDER OF COURT 0'59 11/30/89 EXCEPTIONS OF GUARDIAN AD LITEM TO ORDER OF COURT 060 12/12/89 NOTICE OF APPEAL AND CERTIFICATE OF SERVICE 061 01/05/90 BRIEF OF GUARDIAN AD LITEM IN OPPOSITION TO PETITION OF ROBERT M. MUMMA, II. 062 01/12/90 BRIEF OF ROBERT M. MUMMA, II OPPOSING EXCEPTIONS OF GUARDIAN AD LITEM ROBERT M. FREY 063 01/16/90 PRAECIPE TO WITHDRAW DISCLAIMER OF ROBERT M. MUMMA, II 064 01/17/90 BRIEF OF GUARDIAN AD LITEM IN OPPOSITION TO PETITION OF ROBERT M. MUMMA, II. 065 01/23/90 ORDER OF REGISTER OF WILLS REVOKING DISCLAIMER 066 01/31/90 MEMORANDUM OPINION en-..sv ,~ ~, ti e' ~; : : ; '~ ` '~'~ ._ - av i ~ ~. ' + V .. ~' ~~d.~. ~ ~, •I 1 • i ` S ,.: , Cumberland County - Register Of Wills 5~~g/2005 15222205192005 ' ROW621 pA File No 2186-00398 ;. File No 1986-00398 • Decedent MUMMA ROBERT M ~` ~` ~ ~' 067 05/23/90 Docket:ROpOBook:12Page: TA}{ DUE $ 67567.51 068 10/19/90 REV 1547 NOTICE INH TAX APPRAISEMENT 069 11/05/90 NOTICE OF DETERMINATION & ASSE. OF PA. ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN 070 11/05/90 NETTER OF DETERMINATION & ASSE. OF PA. TAX BASED ON FEDERAL CLOSING `,i* L $67,567.51 071 01/04/91 RECEIPT, INHERITANCE TAX PYMT, TAX DUE $ 1,206.68 072 01/28/91 REV 1607 INH TAX STATEMENT OF ACCT :` 073 02/14/91 PRAECIPE TO ENTER APPEARANCE (SHIELDS) +,; ORPHANS COURT DOCKET 121 PAGE 217 ti $ 1,212.24 ~~ 074 02/26/91 RECEIPT, INHERITANCE TAX PYMT, , k. ~ -. 075 02/19/91 SUPERIOR COURT MEMORANDUM t+,• 076 03/21/91 OPINION AND DECREE NISI I r ,? 077 03/26/91 PETITION OF ROBERT M. MUMMA II SON OF DECEDENT TO COMPLETE ' FIRST AND FINAL ACCOUNTS & ~ONT'iNUING ANNUAL ACCbUNTINGS 078 03/26/91 (3) CONSENT AND JOINDER ' i 079 04/01/91 CERTIFICATE OF SERVICE ~~ 080 04/01/91 STATUS REPORT 6.12 i OF GUARDIAN AD LITEM TO ORDER OF ORPHANS' COURT t 081 04/02/91 EXCEPTIONS 1 CREDIT DUE $ •90 '' I; 082 04/02/91 REV 1607 INH TAX STATEMENT OF ACCT 063 04/04/91 E FORRLISTING CASEAFOR ARGUMENT pgpEC IP 84 06/05/91 ORDER OF COURT - ARGUMENT CONTINUED GENERALLY i 0 i ~ttt~; ,. ,` ~'' i , ""°,~, ,, .. r' ~ ., :~~' V ,~ 15222205192005 Cumberland County - Register Of Wills 5~~g/2005 ~ ROW621 File No 1986-00398 Decedent MUMMA ROBERT M PA File No 2186-00398 ` ,~ 085 06/07/91 PART~ALEACCOUNTST&OCONTINUISGTANNUALMA,~OUNTINGSOMPEL FIRST & 066 06/07/91 ESTATE CLOSING LETTER 087 06/12/91 ORDER OF COURT - ACCOUNTING TO BE FILED t', 088 08/15/91 FIRST AND INTERIM ACCOUNT - RESIDUARY TRUST FIRST AND INTERIM ACCOUNT - EXECUTORSRUST :: s~`.~ 089 10/04/91 OBJECTIONS - MARITAL TRUSTESIDUARY TRUSTS : OBJECTIONS - 090 10/11/91 PETITION TO COMPEL COMPLIANCE WITH REQUEST DEMAND THAT CERTAIN DOCUMENTS EITHER. BE DELIVERED UP FOR HIS PERUSAL & POSSIBLE COPYING ETC. 091 10/18/91 MOTION OF NINE NINETY-NINE INC. HUMMELSTOWN QUARRIES INC., BARBARA MCK. MUMMA AND LISA M. MORGAN FOR PROTECTIVE bRDER RULE TO SHOW CAUSE 092 12/17/91 PETITION FOR EXPEDITED HEARING ON THE APPOINTMENT OF A TEMPORARY FIDUCIARY PURSUANT TO CHAPTER 43 OF THE PROBATE ESTATES CODE 093 12/19/91 IN RE: BRIEFING SCHEDULE ORDER OF COURT 094 12/23/91 IN RE: PETITION TO COMPEL - PROCEEDINGS 095 12/26/91 PETITION FOR APPOINTMENT OF A TEMPORARY FIDUCIARY PURSUANT TO CHAPTER 43 096 12/26/91 PETITION TO BYPASS APPOINTMENT OF AUDITOR ' 097 01/09/92 PRAECIPE FOR ENTRY OF APPEARANCE 098 01/10/92 MOTION TO STAY HEARING SCHEDULED FOR JANUARY 17, 1992. 099 01/15/92 SHERIFF'S RETURN (2) 100 01/30/92 ENTRY OF APPEARANCE ~,~ .. t. ::.~, 15222205192005 Cumberland County - Register Of Wills S~I9/2005 ROW621 File No 1986-00398 PA File No 2186-00398 Decedent MUMMA ROBERT M i 101 02/07/92 ANSWER TO NEW MATTER 102 03/09/92 PETITIONER'S MOTION OF ENTRY OF DEFAULT JUDGMENT OF MOTION TO COMPEL DISCOVERY ORDER OF COURT 103 03/09/92 PETITION TO APPOINT A TEMPORARY FIDUCIARY ORDER OF COURT 104 03/24/92 ORDER OF COURT - LIST FOR ARGUMENT 105 03/31/92 PRAECIPE FOR LISTING CASE FOR ARGUMENT 106 04/15/92 PRAECIPE FOR LISTING CASE FOR ARGUMENT 107 04/27/92 PETITION FOR RULE TO SHOW CAUSE OF GUARDIAN AD LITEM 108 04/27/92 PRAECIPE FOR APPEARANCE 109 05/01/92 WITHDRAWAL OF APPEARANCE 110 05/08/92 STATUS REPORT 6.12 111 05/13/92 ORDER OF COURT - LIST CASE FOR ARGUMENT 112 05/14/92 PRAECIPE FOR LISTING CASE FOR ARGUMENT 113 05/21/92 TRANSCRIPT OF PROCEEDINGS - LODGED 114 05/26/92 TRANSCRIPT OF PROCEEDINGS - FILED 115 06/02/92 ORDER OF COURT 116 06/08/92 &ELISASM.OMORGANRFOR~THE AP~oINTMfiNTEOFTROSERT MARFREY ASM~ GUARDIAN AD LITEM 117.06/08/92 RESPONSE OF ROBERT M. MUMMA, II TO PETITION OF GUARDIAN AD LITEM ROBERT M. FREY, ESQ. _.: 1A'iii' ~. + . ' r 15222205192005 Cumberland County - Register Of Wills S~I9/2005 ROW621 File No 1966-00398 PA File No 2186-00398 Decedent MUMMA ROBERT M 118 07/22/92 NOTES OF TESTIMONY 119 11/06/92 OPINION AND ORDER OF COURT 120 12/03/92 PRAECIPE TO REDUCE ORDER TO JUDGMENT 121 03/11/93 STATUS REPORT 6.12 122 04/21/93 ~RPIHANSNCOURT DocxETFOZ4LPA E 762WITHDRAW 1'23 05/17/93 ORPAANSNCOURT DocxETTO24~PAGEU9zoABSOLUTE ORDER OF COURT ORPHANS COURT DOCKET 124 PAGE 925 124 07/22/93 RESPONSE & JOINDER OF MUMMA II & GILBERT TO PETITION OF GUARDIAN AD LITEM FOR RULE TO SHOW CAUSE PETITION FOR PRELIMINARY INJUNCATION & RULE TO SHOW CAUSE BY GUARDIAN AD LITEM IN RE: PRELIMINARY INJUNCTION - ORDER IN RE: EXCEPTIONS OF GUARDIAN AD LITEM TO ENTER OF ORPHANS' COURT ORDER 125 07/27/93 PROCEEDINGS HELD JULY 26, 1993 126 08/02/93 TRANSCRIPT OF PROCEEDINGS ~~ 127 08/03/93 TESTIMONY OF ROBERT M. FREY, ESQ. 128 08/04/93 NOTICE OF APPEAL 129 08/05/93 OPINION AND ORDER OF COURT 130 08/12/93 REV 1593 RECORD ADJUSTMENT 131 08/17/93 NOTICE OF APPEAL - ORDER AUGUST2~99393 CREDIT DUE $ 23,830.24 132 11/03/93 REV 1607 INH TAX STATEMENT OF ACCT ACN 101 133 11/30/93 OPPOSITION & ANSWER TO RULE TO SHOW CAUSE & MOTION NO TAX DUE `: ~ i ''-yaw '" J' a r ~>. d: 152222051920 ROW621 05 Cumberland County - Register Of Wills P gge 9 S~I9/2005 File No 19 86-00398 PA File No 2186-00398 Decedent MUMMA ROBERT M 134 12/09/93 APPEAL DISCONTINUED ORPHANS COURT DOCKET 126 PAGE 14 135 12/10/93 BRIEF OF THE ESTATE OF OPPOSITION TO PETITION TO ENJOIN SALE OF THE ESTATE'S LEBANON ROCK STOCK TO CRH PLC RESPONSE WITH NEW MATTER OF THE ESTATE OF ROBERT M. MUMMA TO PETITION TO ENJOIN SALE OF ESTATES' SHAREHOLDER INTEREST IN LEBANON ROCK, INC. 136 12/13/93 IN RE: RE~UEST FOR PRELIMINARY INJUNCTION ORDER OF OURT ORPHANS COURT DOCKET 126 PAGE 15 137 12/22/93 NOTICE OF APPEAL OF ORDER DENYING PETITION FOR PRELIMINARY INJUNCTION AND RULE TO SHOW CAUSE TO ENJOIN SALE OF ESTATE'S FIFTY PERCENT INTEREST IN LEBANON ROCK, INC. ORPHANS' COURT DOCKET 126 PAGE 64 138 12/28/93 PETITIONER'S STATEMENT OF MATTERS COMPLAINED OF AND INTENDED TO BE ARGUED ON APPEAL. ORPHANS COURT DOCKET 126 PAGE 365 139 04/11/94 U.S. ESTATE TAX RETURN 140 08/17/94 SUPPLEMENTAL OPPOSITION OF ROBERT M. MUMMA, II TO RULE TO SHOW CAUSE AND MOTION TO COORDINATE ROLL 3 BATCH 202 - 3 141 08/17/94 ENTRY OF APPEARANCE ROLL 3 BATCH 209 - 1 142 11%10/94 ORDER OF COURT - HEARING 1 143 11/22/94 ORDER OF COURT - SUPERIOR COURT 14 4 04/30/96 ENTRY OF APPEARANCE - DAVID BOOKSPAN, ESQ. ~ i 145 04/30/96 CERTIFICATE OF SERVICE 146 07/16/95 MOTION TO WITHP.P_W AS COUNSEL - SHIELDS 1.47 01/12/99 PETITION FOR ACCOUNTING .,` i ~'V~r •,~,i-. ... ~. ,~ 15222205192005 Cumberland County - Register Of Wills 5~~g/2005 ROW621 File No 1986-00398 'Decedent MUMMA ROBERT M PA File No 2186-00398 148 02/26/99 ANSWER AND NEW MATTER 149 03/05/99 ANSWER TO NEW MATTER OF ROBERT M. MUMMA, II 150 06/24/99 PRAECIPE FOR LISTING CASE FOR ARGUMENT 151 07/30/99 TOMPETITION OF ROBERTBM BMUMMACIIMFOR ACCOUNTING MORGAN IN RESPONSE 152 02/23/00 OPINION AND ORDER OF COURT 153 03/03/00 EXCEPTIONS TO ADJUDICATION 154 03/14/00 ORDER OF COURT 155 03/24/00 NOTICE OF APPEAL 156 03/27/00 ORDER OF COURT - STATEMENT OF REASONS 157 04/06/00 STATEMENT OF MATTERS COMPLAINED OF ON APPEAL 158 04/17/00 A~DJUDICATIONTITIONER, ROBERT M. MUMMA, II TO EXCEPTIONS TO ,~ ;~ k - i 159 05/08/00 EXCEPTANTS REPLY TO NEW MATTER 160 05/15/00 THIRD AND INTERIM ACCOUNT OF BARBARA MCK. MUMMA & LISA M. MORGAN (MARTIAL TRUST UNDER WILL) THIRD AND INTERIM ACCOUNT OF BARBARA MCK. MUMMA & LISA M. MORGAN (ESTATE) 161 06/01/00 SECOND AND (ESTATE) SRESIDU RDY (MARIDALNT 162 05/03/01 INTERIM ACCOUNT OF BARBARA MCK. MUMMA AND LISA M. MORGAN TRUSTjM ACCOUNT OF BARBARA MCK. MUMMA AND LISA M. MORGAN INTERIM ACCOUNT OF BARBARA MCK. MUMMA AND LISA M. MORGAN BUST) ,~.:~.: ~, ~ , ~_ i .: :.. a ~ ~ ~ ~i ~~~ ~~ ~ ,. i f ' `, ~ I ~, _~~ I ti} v.~„ f. ~~ 4 , 3 i I a °~ i 15222205192005 Cumberland County - Register Of Wills ROW621 qq File No 1986-00398 5~I9/2005 PA File No 2186-00398 Decedent MUMMA ROBERT M THE FAIR VALUE OF THOSE INTERESTS. ' 163 05/25/01 ORDER OF COURT - FROM THE ESTATE PRIOR OWNERSHIP KIM~~INDGKINPAND INTERNAL REVENUE ~ INTERESTS.-JUDGE 164 06/28/01 ANSWER AND NEW MATTER OF BARBARA MCK MUMMA AND LISA M MORGAN TO PETITION OF ROBERT M MUMMA,II TO OBTAIN DOCUMENTS AND INFORMATION 1.65 07/27/01 ANSWER TO DEFENDENTS NEW MATTER CERTIFICATE OF SERVICE OR ON 166 04/15/03 MEMORANDUM FROM SUPERIOR COURT OF PA. 770 MDA 2000. 167 07/29/03 REFER TO ORPHANS COURT DOCKET 21-1986-0398 168 11/18/03 PRAECIPE FOR ENTRY OF APPEARANCE - CHADWICK O BOGAR, ESQ. 169 11/21/03 MOTION FOR HEARING ON PETITION FOR REMOVAL 170 01/08/04 FOURTH AND FINAL ACCOUNT 171 03/26/04 PRAECIPE TO WITHDRAW FOURTH AND FINAL ACCOUNT FROM PRESENTATION FOR CONFIRMATION. EXECUTRICES OF THE ESTATE OF ROBERT M MUMMA RMEQUMUEST FILEDTIE8F~004HHEWITHDR~AWNCFROMTADVERTISEMENTEAND PRESENTATIONMTO THE COURT FOR CONFIRMATION ON 4-27-2004. A REQUEST FOR PRESENTATION WILL BE MADE AT A LATER DATE. IVO V OTTO, III, ESQ. 172 03/26/04 173 03/26/04 NOTICE OF FILING P.CCOUNT - EXECUTP,_TCES OF THE ESTATE OF ROBERT M MUMMA ON JANUARY 8 2004 FILED THE FOURTH AND FINAL ACCOUNT. IVO V OTTO, III, ESQ. 174 05/25/04 ORDER - SIGNED 5-24-04 UPON CONSIDERATION OF THE MOTION FOR ,:u.; ~, ~ -..~; t• .. i +. ~ '.t~ ~~ e ;~. - ti,. ~~ ' . 'y ..+r< .....: . , ' ~ G V ~t ! 11;. ~ ~ Y `, ~,~ ;, ~~ c ~ I ~ ~ , . ~ {. ` 15222205192005 Cumberland County - Register Of Wills P ge 12 ~ ~' ROW621 I9/2005 5 r,': ; "'"` ; ~ File No 1986-00398 PA File No 2186-00398 , ~ ` Decedent MUMMA ROBERT M ~ _ ~ ~ PROTECTIVE ORDER FILED BY ROBERT M MUMMA II C' THE MOTION IS REFUSED ' ,Y, '~~ ~ SINCE THE COURT DID NOT RECEIVE IT UNTIL MA 21, 2002. BY THE COURT ;, GEORGE E HOFFER, PJ •' OF APPEARANCE OF RALPH A JACOBS AS COUNSEL FOR BARBARA MANN Y 175 03/16/05 M~R ~~ M A ?`~ .. i h • ~ , ., ~, . ~ ~ 176 03/24/05 PETITION TO STAY AUDIT PENDING COMPLETION OF DISCOVERY ~~', ^~ ~' 4 ! p 177 03/24/05 MOTION: REQUEST FOR JURY TRIAL ON OBJECTIONS TO INVENTORY AND ACCOU ~ t ~~ :~ ,;. NTING PURSUANT TO PEF CODE 777 (A) ,.. ,,. ~z1".' ,. , yrj 1} 1f. ~ T S - ~.I ~~`.1e .1 ,I• ~~ 7 :r ~ ~t :: a ~; ,~ h ( ~, ,~~ ~~: , ~ ~' A\ 1+ r - ,~ R w "r Y~ ,~.-,± ',; ' ;t;ti~s;'i ;:: ~ r ~" ` ' .+ _, ~ ~ ' ~ ~ ; r ~ . ~, a S t ~ ~ , ~ '.; t ( '~ S 4': I~~~ ~~~ ~ 1 ~ " ' °:i ,t`_~ '. ~.". ( b ':'. i~~i ~ , ~ l~'({ i' ~ ~. l y 1 F~f,. 1 ~~. Jj~y~`~41 ~'1 Z ~ ( f ~ , 1 i i ~ S., • .. I , ~ ' f , ~ 1 ~l . _ ~. l ' n ~ t ~ . . . :: ...,~i • j/{l~ ~ ~ . ` ,A ,.. 4 _. . q A TRUE COFY FROM RECORD 4 ~ In Testimony wherof, l hereunto set my hand and the seal ' of sold Court at Carlisle, PA • This ~~~day o ~ - 0 ..~ Clerk of the Or hans Court ~,U~ Ic Cumberland County I ~~Pk~ Page 1 152254050RC621 Cumberland County - Orphans Court i Case No 1986-00398 + . Case Name: MUMMA ROBERT M Age Docket Entries Filed i 12/29/88 1 ADCLITEM FOROTHEEMINOR~PERSONSROBERT M. FREY IS APPOINTED GUARDIAN 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 MOTIONIFF'S MEMORANDUM OF LAW IN OPPOSITION TO ROBERT MUMMA II'S ' 1/25/89 5 WIDLRRENDERUITS DEOCISION BYLFEBIL10BR1989,BY FEB. 3, 1989, COURT I 2/03/89 6 II~'SNMOTION,SUPPLEMENTAL MEMORANDUM IDT OPPOSITION TO ROBERT MUMMA i f 2/10/89 7 RULE TO SHOW CAUSE - IT IS ORDERED THAT BARBARA MCK MUMMA AND LISA t SHOULD NOTWBE GSItAENTEDCOURT ON MAR. 15, 1989, WHY REQUESTED RELIEF 2/16/89 8 MOTION FOR ORDER CERTIFYING QUESTION FOR INTERLOCUTORY APPEAL 3/30/89 9 INMSUP~PORT OF ANSWERBTOTROBERT M~MA IIIMSKPETITION FORIREMOVAL OF 1 EXECUTORS. ~; 3/30/89 10 PETITION OF ROBERT MUMMA II TO COMPEL PRODUCTION OF DOCUMENTS ' 3/13/91 11 EXECUTORSTO DEFER AND POSTPONE ACTION UPON PETITION FOR REMOVAL OF i i 4/04/91 12 PRAECIPE FOR LISTING CASE FOR ARGUMENT I 5/10/91 13 M~EMFA 0I GUARDIAN AD LZTEM IN OPPOSITION TO PETITION OF ROBERT 5/17/91 14 BITEM OF PETITIONER IN OPPOSITION TO EXCEPTIONS OF GUARDIAN AD 8/15/91 15 CERTIFICATE OF SERVICE (8) ,a::a .a - , .c:,aK„ J yt. .. 4 15225405192005 Cumberland County - Orphans Court Page 2 ~ ORC621 ' Case No 1986-00398 { ' 11/06/91 16 MOTION TO STAY PROCEEDINGS WITH RESPECT TO OBJECTIONS TO ACCOUNTS ~ 12/27/91 17 PRELIMINARY BRIEF AND MEMORANDUM OF LAW 12/30/91 16 RESPONSE OF BARBARA MCK MUMMA AND LISA MORGAN TO PETITION OF ~ ROBERT MUMMA II RE: REQUEST FOR DOCUMENTS 12/30/91 19 MEMORANDUM OF BARBARA MCK MUMMA AND LISA MORGAN TO PETITION OF ROBERT MUMMA II RE: REQUEST FOR DOCUMENTS ~. 1/15/92 20 ANSWER WITH NEW MATTER TO PETITION FOR APPOINTMENT OF A TEMPORARY FIDUCIARY i 1/17/92 21 RESPONDENT ESTATE'S TRIAL MEMORANDUM REGARDING PETITION FOR ' APPOINTMENT OF A TEMPORARY FIDUCIARY i 1/24/92 22 POST-TRIAL BRIEF 1/24/92 23 ESTATE'S SUPPLEMENTAL TRIAL MEMORANDUM ~ 2/18/92 24 RESPONSE TO PETITION TO BYPASS APPOINTMENT OF AUDITOR i' ' i ~ i 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 ,,;. i 5/18/92 27 PETITION OF BARBARA MCK MUMMA AND LISA MORGAN FOR APPOINTMENT OF ROBERT G. FREY AS GUARDIAN AD LITEM i 7/09/92 28 BRIEF IN SUPPORT OF ORDER OF COURT OF MAR. 6, 1992, DENYING PETITION TO APPOINT A TEMPORARY FIDUCIARY I ~ 7/23/93 29 RESPONSE OF BARBARA MCK MUMMA AND LISA MORGAN TO PETITION OF ~ GUARDIAN AD LITEM ROBERT M. FREY FOR PRELIMINARY INJUNCTION AND i RULE TO SHOW CAUSE. 1 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 MEMORANDUM OF BARBARA MCK MUMMA AND LISA MORGAN IN OPPOSITION TO - PETITION OF ROBERT M. FREY FOR PRELIMINARY INJUNCTION AND RULE TO SHOW CAUSE. ~...w ,,_~ a ' ~~ i ^ 1 15225405192005 Cumberland County - Orphans Court Page 3 ORC621 Case No 1986-00398 7/26/93 32 FOREPRELIMINARY INJU~NCTIONNANDPRULE OTO SHOWTCAUSEF ROBERT M. FREY 7/27/93 33 IN RE: EXPEDITED TERTIMONY OF DONALD J. TRUFANT AND ROBERT M. MUMMA II. PROCEEDINGS HELD BEFORE J. SHEELY. 7/27/93 34 SUPPLEMENTAL MEMORANDUM OF BARBARA MCK MUMMA AND LISA MORGAN IN ~NPJUNCTION ANDPRULEITO SHOW BAUSEM. 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 OPPOSITIONETO PETITION OFRROBERTCM.MFREY FOR PRELIrAONARY IN INJUNCTION AND RULE TO SHOW CAUSE. 12/10/93 37 FORERU~E TOASHOWCAUSEIAND RESTRAINT OFESALE,SUPPORT OF PETITION 7/15/94 38 OR9D9ER ON COURTIOF COMMON PLEASALORPHANSHDIVISIONEOFECUMBACO. 4, 8/13/99 39 LETTER FROM ROBERT MUMMA II 11/05/99 40 LETTER FROM ROBERT MUMMA II 5/14/03 41 PETITION FOR REMOVAL OF BARBARA MCK MUMMA AND LISA M MORGAN AS EXECUTRIXES AND TRUSTEES 5/15/03 42 ORDER OF COURT - GEORGE E. HOFFER, P.J. CITATION '~ 7/28/03 43 ANSWER WITH NEW MATTER OF BARBARA MCK.MUMMA AND LISA M.MORGAN TO PETITION FOR REMOVAL. i 7/28/03 44 AMENDED AND RESTATED EXCEPTIONS OF BARBARA MCK. MUMMA AND LISA M MORGAN TO ADJUDICATION OF FEBRUARY 23, 2000. 7/29/03 45 REFER TO REGISTER OF WILLS DOCKET 21-1966-0398 B/19/03 46 ANSWER TO NEW MATTER B/19/03 47 NOTICE OF UNTIMELINESS OF EXCEPTIONS ..: = ., +-a~1, ~ a. - `~ ~. ~~ i ~ 15225405192005 Cumberland County - Orphans Court Page 4 ORC621 .;;" Case No 1986-00398 B/22/03 48 ORDER bF COURT - GEORGE E:HOFFER, P.J. RULE 9/22/03 49 UNTIMELINESSBOFBEAXCEPTIONS~~ AND LISA M MORGAN TO NOTICE OF ^. 3/09/04 58 MARTIAL TRUST UNDER WILL OF ROBERT M MUMMA ARA MCK MUMMA AND LISA M MORGAN 12/05/03 53 ORDER - GEORGE E.HOFFER, P.J. i 12/16/03 54 RETURN OF SERVICE 12/16/03 55 PETITION FOR PRELIMINARY INJUNCTION 12/18/03 56 PRAECIPE TO DISCONTINUE WITHOUT PREJUDICE 2/27/04 57 MOTION TO LIFT STAY AND FOR HEARING ON PETITION FOR REMOVAL 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 FOURTH AND INTERIM ACCOUNT OF BARB RESIDUAL TRUST UNDER WILL OF ROBERT M MUMMA SECOND AND INTERIM ACCOUNT OF BARBARA MCK MUMMA AND LISA M MORGAN 3/12/04 59 ORDER - MOTION TO LIFT STAY AND FOR HEARING ON PETITION FOR REMOVAL, IT IS HEREBY ORDERED THAT A HEARING IS SCHEDULED FOR 4-12-04 O 9:30 A.M. IN COURTROOM NO. 3. GEORGE E. HOFFER, P.J. 3/16/09 60 RETURN OF SERVICE - SERVED THE ORDER DATED 3-8-2004 UPON IVO OTTO, III, ESQUIRE AND BRADY L GREEEN ESQUIRE. 3/26/04 61 PRAECIPE - TRUSTEES OF THE MARTIAL TRUST UNDER THE WILL OF ROBERT M MUMMA FILED THE FOURTH AND INTERIM ACCOUNT OF SAID TRUST• SUCH FILING IS FOR INFORMATION PURPOSES ONLY AND IS NOT TO BE Pk~ESENTED TO THE COURT FOR CONFIRMATION. IVO V OTTO, ESQ. 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. Y .:; ;r i ~: i ,,,.:ar +; a ~,:~ ~. t _ V y 1 ./ f I:' 15225405192005 Cumberland County - Orphans Court Page ORC621 Case No 1986-00398 5 3/26/04 63 NOTICE OF FILING ACCOUNT - TRUSTEES OF THE RESIDUARY TRUST UNDER WILL OF ROBERT M MOMMA FILED THE SECOND AND INTERIM ACCOUNT OF SAID TRUST. NOTICE OF FILING ACCOUNT - TRUSTEES OF THE MARITAL TRUST UNDER WILL OF ROBERT M. MOMMA FILED THE FOURTH AND INTERIM ACCOUNT OF SAID TRUST. 3/30/04 64 ORDER - DATED 3-24-2004 IN RE: CONFERENCE THE PETITION FOR THE REMOVAL OF THE EXECUTRIXES & TRUSTEES WILL BE CONSOLIDATED WITH OBJECTIONS WILL BE FILED ON OR BEFORE 5-28-04 & THEREFORE THE HEARING ON 4-12-2004 IS CONTINUED GENERALLY UNTIL A HEARING_IS__ I `3/30/04 65 TO THIS.COUNSEL FOR ROBERT M MOMMA 11 w1L REPORT & WITNESS LIST & EXHIBIT LIST TO C OR BEFORE 5-28-2004 WHICH IS AGREED TO BY TODAY.ROBERT M MOMMA II WILL BE MADE AVAI GREEN DURING THE MONTH OF 4-28-04 ON A DA ON ORDER - CONTINUED FROM 3-24-2004 ON A DATE TO BE AGREED UPON BY COUNSEL AND MR MOMMA FOR DEPOSITION. BY THE COURT GEORGE E HOFFER, P.J. 5/18/04 66 MOTION FOR PROTECTIVE ORDER 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 5/27/09 70 SUPPLEMENTAL STATEMENT OF OBJECTIONS TO THE FIRST, SECOND THIRD & f SA M. FOURTH INTERMIN ACCOUNTINGS OF BARBARA K MCK. MOMMA AND L MORGAN AS CO-TRUSTEES OF THE MARITAL TRUST UNDER WILL. i 5/27/04 71 NOTICE OF EXCEPTIONS OR OBJECTIONS - FOURTH AND FINAL ACCOUNT FILED BY: MS BARBARA M MOMMA 6/01/04 72 RULE TO SHOW CAUSE - 6-1-04 UPON CONSIDERATION OF THE MOTION FOR 1 STRADLEY RONON STEVENS & YOUNG LLP TO UASH A SUBPOENA OR FOR 1 ALTERNATIVE RELIEF A RULE IS HEREBY ISSU~D UPON ROBERT M MOMMA 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 MOMMA 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 ~.,:.~:; '4 ~ e..q~. ~ -` i YI 152254050RC621 Cumberland County - Orphans Court Case No 1986-00398 COUNSEL FOR PLAINTIFF IT IS HEREBY ORDEREL rronts muF ABOVE DEFEND,~,A7TS, _AND_UPON__PLAINTI OUTCOME OF THE 20 DAYS OF SERV E HOFFER, P.J. Page 6 S ISSUED MMA II TO NTED AND SPOSITION . BY THE 1 COUK'1' - GUIiHx anxuna, ~•••••,•• •_.- ------- '' 6/16/04 75 RULE TO SHOW CAUSE ISSUED 7/09/04 76 PLAINTIFF'S ANSWER TO PETITION TO WITHDRAW I 8/05/04 77 PRAECIPE FOR ENTRY/WITHDRAWAL OF APPEARANCE- CHADWICK BOGAR, ESQ. 10/25/04 78 REQU~REDOTOAPROVIDEONOT~CECTOSALLHBENEFICIARIESSBEFORENTHEBE DISPOSITION OF ANY ESTATE PROPERTY ' 11/10/04 79 AFTERTSERVICECISSHEREBYGISSUED UPON4THERESTATETOF RoBERTSMANNS MUMMA. BY THE COURT - GEORGE E HOFFER PJ RULE ISSUED. 12/13/04 80 ANDEDARYLFERCHRISTOPH$RNTESQ F APPEARANCE - KIRK S SOHONAGE, ESQ. I; 12/21/04 S1 OBJECTORS MOTION TO COMPEL DISCOVERY 12/27/04 82 ANSWERS WITH NEW MATTER OF BARBARA MCK. MUMMA AND LISA M MORGAN TO REQUIREDOTOAPROVIDEONSOTICECTOSALLHBENEFICIARIESSBEFORENTHEBE DISPOSITION OF ANY ESTATE PROPERTY '; 12/29/04 83 OOMPEL DISCOVERY.DATRULE2ISSHEREBYIISSUED UPONTALLSOTHER N TO INTERESTED PARTIES TO SHOW CAUSE WHY THE RELIEF REQUESTED SHOULD i NOT BE GRANTED. BY THE COURT - J WESLEY OLER JR JUDGE ~~ 12/29/04 84 RULE TO SHOW CAUSE ISSUED. j 12/29/04 S5 FIRS~NETSOFFREQUESTAFORKPRODUCTIONDOFIDOCUMENTS AND FIRSTCSETSOF INTERROGATORIES AND MOTION TO COMPEL DISCOVERY ' 1/O5/OS 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 ES~ IS HEREBY APPOINTED AS AUDITOR IN THE ABOVE ESTATE. BY TH COURT - J WESLEY ::,:~ ;,~ - .~ ' _::~, . ~, ~;. ,, ^ ~• r. ~1 . _ : ' k J Page 7 1/18/05 88 REPLY TO NEW MATTER & MOTION TO MAKE RULE ABSOLUTE OR IN THE ALTERNATIVE TO SCHEDULE A HEARING ON THE MATTER. 1/18/05 89 REPLY TO NEW MATTER & MOTION TO MAKE RULE ABSOLUTE OR IN THE ALTERNATIVE TO SCHEDULE A HEARING ON THE MATTER. RESPONSES OF ROBERT M MUMMA II TO EXECUTRIXES NEW MATTER REGARDING DISCOVERY AND MOTION TO COMPEL DISCOVERY. ORC621 Case No 1986-00398 OLER JR JUDGE 15225405192005 Cumberland County - orphans Court 1/31/05 90 MOTION TO RECUSE/REMOVE ATTORNEY TAYLOR P ANDREW AND TO APPOINT A NEW AUDITOR 2/03/05 91 MOTION FOR A HEARING ON MOTION TO COMPEL DISCOVERY AND MOTION WHY THE ESTATE SHOULD NOT BE REQUIRED TO PROVIDE NOTICE 2/09/05 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. 2/09/05 93 ORDER OF COURT - DATED 2-9-05 IN RE: MOTION FOR A HEARING ON MOTION TO COMPEL DISCOVERY & MOTION WHY THE ESTATE SHOULD NOT BE REQUIRED TO PROVIDE NOTICE. A DISCOVERY CONFERENCE FOR COUNSEL ONLY IS SCHEDULED IN CHAMBERS OF THE UNDERSIGNED JUDGE FOR 4-4-OS @ 3:00 PM. BY THE COURT - J wRSi,F.v nr.Fe .TU .nmr.F 3/22/05 98 AMENDED ORDER OF COURT - DATED 3-18-OS THE PRIOR ORDER OF COURT ISSUED ON FEBRUARY 9 2005 SCHEDULING A DISCOVERY CONFERENCE FOR 4-4-OS SHALL REMAIN fN FULL FORCE AND EFFECT. II IS NOTED THAT ROBERT M MUMMA II IS NOW REPRESENTING HIMSELF. BY THE COURT - J WESLEY OLER JR JUDGE ~ ~ ` . ~. Ii f ' ~ i i RALPH A JACOBS ESQ. 3/16/05 97 M~MRAY OF APPEARANCE OF RALPH A JACOBS AS COUNSEL FOR BARBARA MANN I 2/09/05 94 ORDER OF COURT - DATED: 2-9-OS IN RE: MOTION TO RECUSE[REMOVE ATTORNEY TAYLOR P. ANDREWS AND TO APPOINT A NEW AUDITORR. A HEARING IS SCHEDULED FOR 3-11-OS @ 9:30 AM IN COURTROOM NO. 1. BY THE COURT - J WESLEY OLER JR JUDGE 3/07/05 95 PETITION FOR LEAVE TO WITHDRAW 3/11/05 96 PRAECIPE - TO ENTER APPEARANCE AS COUNSEL FOR BARBARA MANN MUMMA 3/29/05 99 ORDER OF COUP.T - DATED 3-11-OS OF_nL MOTION OF ROBERT M MUMMA ZI TO STAY THE PROCEEDINGS BEFORE THE AUDITOR PENDING DISCOVERY IS DENIED WITHOUT PREJUDICE TO THE RIGHT OF ANY PARTY TO FORMALLY MOVE FOR A STAY OF THE PROCEEDINGS BASED UPON A MORE COMPLETE RECORD ON THAT ISSUE. BY THE COURT - J WESLEY OLER JR JUDGE ~ ~~l ~J ~ f~ ~~~. j 15225405ORC621 Cumberland County - Orphans Court Page 8 Case No 1966-00398 j 3/29/05 100 ORDER OF COURT - DATED 3-11-OS TO THE EXTENT THAT IT IS PRESERVED OF RECORD IN THIS CASE, THE ISSUE OF THE REppUETED REMOVAL OF BARBARA MCKIMMIE MUMMA AND LISA MUMMA MORGAN AS EXECUTRICES AND4OR TRUSTEES UNDER THE WILL OR ROBERT M MUMMA AS ALLEGEDLY RAISED BY THE FIRSTNINSTANCERBYETHEMAMUDITORIALONGRWITHATHE AUDDTOR~SIOTHERIN RESPONSIBILITIES 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 APPEARINGTPRO SE.TBYSTHESCOUROBERJ WESLEYAOLERWJRLJUDGEAFTER BE 3/29/05 102 3/29/05 103 ORDER OF COURT - DATED 3-11-05 THE ORAL MOTION OF ROBERT M MUMMA THEF~OURT~RJ WESLEYAOLERIJRSTJUDGE F THE PROCEEDING IS DENIED. BY ORDER OF COURT - DATED 3-11-05 IN RE: MOTION TO RECUSE/REMOVE ATTY DENIED.PBYNTHEWCOU~RT TOJAWESLEY OLERWJRLJ(IJDGE~ THE MOTION IS 3/29/05 104 BYDOR ON BEHALF OFAROBERTIM MUMMA IIETOXBYPASSHTHEAAPPOINTMENTEOF AN AUDITOR IN DECEMBER 1991 REMAINS VIABLE AND OUTSTANDING THE j 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 PEFYCODEA770NAOBJACRULESISOHEREBYT~SSUEDDUPON ALLIINTERESTED TO PARTIES TO SHOW CAUSE WHY THE RELIEF REQUESTED SHOULD NOT BE GRANTED. RULE RETURNABLE WITHIN 10 DAYS OF SERVICE. BY THE COURT - J WESLEY OLER JR JUDGE 3/31/05 107 ORDER OF COURT - DATED 3-30-OS 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 RE~UESTS FOR PRODUCTION OF DOCUMENTS TO THE EXECUTRICES/TRUS EES 4/01/05 110 RESPONSE OF BARBARA MCK MUMMA AND LISA M MORGAN TO OBJECTOR'S ~. y ~) _. 0 '. ~ ~• i i! I ~ i= - , ~ ~ ,, ry y,,, ~ ~ 15225405192005 Cumberland County - Orphans Court Page 9 ORC621 Case No 1986-00398 4/O1/US 111 ^, 4/05/05 112 4/08/05 113 4/08/05 114 4/11/05 115 THIRD SET OF REQUESTS FOR PRODUCTION OF DOCUMENTS TO THE EXECUTRICES/TRUSTEES ORDER - DATED 4-1-05 IN RE: MOTION FOR EXTENSION OF TIME TO FILE REPORT. THE APPOINTED AUDITOR IN THIS CASE TAYLOR P ANDREWS ESQ THEGCOURT~ JXWESLEYNOLER6JROJUDGEFOR THE FILING OF HIS REPORT. BY REQUES~NFOR SUPEREDEASR TO PERMIT AN INTERLOCUTORY APPEAL AND ORDER OF COURT DATED 4-7-OS IN REPETITION TO AMEND ORDER TO PERMIT AN INTERLOCUTORY APPEAL AND RE~UEST FOR SUPERSEDEAS, THE PETITION IS DENIED SIGNED J WESLEY OL R JR-JUDGE q MEMUMMAEIOFFORBN RYKTRIAL PURSUANT TOM~OGPA CS 77O(EA)T OF ROBERT { 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 OUMMA 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 y ,i E p k i r , - _ ~. ~ ~•' . I. i i i i IMMEDIATE HEARING TO DETERMINE WHETHER THE ESTATE S WAIVED ITS RIGHT. 4/22/05 118 MOTION TO COMPEL INSPECTION OF ALL BOOKS AND RECORDS 4/25/05 119 ORDER OF COURT - DATED 4-21-OS IN RE: PETITIONER'S REQUEST FOR PEFYCODEA77ONA~BTHETREQUES~ IS DENIED.&BYCTHE COURT -PLJTRWESIEYTO OLER JR JUDGE 4/25/05 120 ORDER OF COURT - DATED 4-22-OS 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 HAS WAIVED ITS RIGHT. THIS MATTER j i ? J ~ ' V ~" ~ , ~~. _,~ . , _, Y 15225405192005 Cumberland County - Orphans Court ORC621 Page 10 Case No 1986-00398 IS REFERRED IN THE FIRST INSTANCE TO THE AUDITOR i'AYLOR P ANDREW ESQ. BY THE COURT - J WESLEY OLER JUDGE 4/27/05 121 MOTION FOR RECUSAL OF JUDGE DUE TO APPEARANCE OF IMPROPRIETY 4/29/05 122 ORDER OF COURT DATED 4/29/05 IN RE: MOTION TO COMPEL INSPECTION OF ALL BOOKS AND RECORDS. MATTER IS REFERRED IN THE FIRST INSTANCE TO THE AUDITOR TAYLOR P ANDREWS ES FOR THE PURPOSES OF A RECOMMENDED ORDER. BY THE COURT J WESLEY OL~R JR JUDGE 5/02/05 123 ORDER OF COURT - DATED 5-2-OS IN RE: PETITIONER'S MOTION FOR RECUSAL OF JUDGE DUE 0 APPEARANCE OF IMPROPRIETY. A RULE IS HERESY SHOULD NOTNBELGRP'NTEDESRULESRETURNABLEWWITHIN IOLDAYSRO~USERVDCE. BY THE COURT - J WESLEY OLER JR JUDGE 5/04/05 124 MOTION TO COMPEL AND MOTION FOR SANCT DISCOVERY PURSUANT TO COURT ORDER 5/09/05 125 IONS FOR REFUSAL TO PROVIDE 5/13/05 126 RESPONSE OF BARBARA MCKMUMMA AND LISA M MORGAN TO MOTION OF BOBERT M MUMMA II FOR RECUSAL BASED ON APPEARANCE OF IMPROPRIETY 5/17/05 127 AUDITORS REQUEST FOR DISCOVERY ORDER !r f ti 1 V 10:28 A.M. Appeal Docket Sheet Docket Number: 856 MDA 2005 Page 1 of 3 May 24, 2005 Superior Court of Pennsylvania In Re: Estate of Roberl M. Mumma Appeal of: Robert M. Mumma II Initiating Document: Notice of Appeal Case Slalus: Aclive Case Processing Status: May 24, 2005 Awaiting Original Record Journal Number: Case Category: Clvll CaseType: EstatelProbalelWlllsllntestate Consolidated Docket Nos.: Related Docket Nos.: SCHEDULED EVENT Next Event Type: Receive Docketing Statement Next Event Due Dale: June 7, 2005 Next Event Type: Original Record Received Next Event Due Date: July 5, 2005 h.~ n i= :;.~ CQ V~ ~. ~~:'I ~ r --- rn r.~ , `-; ._ ~~ ~. _ ,~_. `'a • •:~ _, ~^ 5!2412005 7027 U.~~.J ,,, 10:28 A.M. Appeal Docket Sheet Docket Number: 856 MDA 2005 Pape 2 of 3 May 24, 2005 ~', COUNSEL INFORMATION Appellant Mumma II, Robert M. Pro Se: Prose Appoint Counsel Status: IFP Status: No Appellant Attorney Information: Attorney: Mumma, Robert M. Bar No.: Y1558 Law Firm: Address: BOX 58 MCCORMICK ROAD Bowmansdale, PA 17008 Phone No.: Fax No.: Receive Mall: Yes E-Mall Address: Receive E-Mall: No a. i V y Superior Court of Pennsylvania t :/ o~' . - Appellee Mumma, Barb Pro Se: Appolnt Counsel Status: IFP Status: Appellee Attorney Information: Attorney: Jacobs, Ralph A. Bar No.: 21387 Law Firm: Jacobs, Ralph A. & Associates LLC Address: Ralph A Jacobs & Assoc LLC 215 S Broad St 10th Floor Philadelphia, PA 19107 Phone No.: (215)772-0250 Fax No.: (215)772-1707 Receive Mail: Yes E-Mall Address: Receive E-Mall: No -~ . o ~-, u' n ''`? -~ ~- ~-, Appellee Estate of Mumma --- -, Pro Se: Appoint Counsel Status: - ='-^ - _., ~~ ~ ','-' ~--' IFP Status: No V~-.: : i-~ . Appellee Attorney Information: - ~ ' _ -'" , _ ' _"~ Attorney: O'Connor, Joseph A. ', ~~ U_ -:~ Bar No.: 18327 Law Firm: Morgan, Lewis 8 Bockius ~ Address: 1701 Market Street Philadelphia, PA 19103-2921 Phone No.: (215)963-5212 Fax No.: (215)963-5299 Receive Mail: Yes E-Mail Address: Receive E-Mall: No Appenee Auoitor of Accounts Pro Se: Appolnt Counsel Status: IFP Status: 5/2412005 30Y3 ~ ~` <, I:i ., ~' . , ,a ' , . ~> ;~ ` f i j ;a 1 -:..:~~, r. 10:2a A.M. Appeal Docket Sheet Docket Number: 856 MDA 2005 Page 3 of 3 May 24, 2005 4 i `. r 4 Superior Court of Pennsylvania ,: Appellee Attorney Information: Attorney: Andrews, Taylor Putney Bar No.: 15641 Law Flrm: Andrews & Johnson Address: 78 W Pomfret Street Carlisle, PA 17013 Phone No.: (717)243-0123 Fax No.: (717)243-0061 Receive Mail: Yes E-Mail Address: Receive E-Mail: No FEE INFORMATION Paid Fee Date Fee Name Fee Amt Amount Receipt Number 5/19/05 Notlce of Appeal 60.00 60.00 2005SPRMD000421 y, ~ RIHL wurc i rAUCrvI:T INh V FiMA tION Court Below: Cumberland County Court of Common Pleas ~ County: Cumberland Division: Orphans' Court j Date of Order Appealed From: April 29, 2005 Judicial Distrlcl: 9 Date Documents Received: May 23, 2005 Date Notlce of Appeal Filed: May 19, 2005 Order Type:Order Entered OTN: ' , Judge: Oler, Jr., J. Wesley Lower Court Docket No.: 21-86-398 ! ` ,`' Judge ORIGINAL RECORD CONTENTS Original Record Item Filed Date ContentlDescrlption ~~ i i i Date of Remand of Record: BRIEFS DOCKET ENTRIES Filed Data Docket EntrylDocumenl Name Party Type Filed By May 24, 2005 Notice of Appeal Filed Appellant Mumma II, Robert M. May 24, 2005 5/24/2005 Docketing Statement Exiled (Civil) Middle District Office 3023 ,, ~ .~~, f n.. f . 's c: '. f ", ~~. V' r ._ -. ': CERTIFICATE AND TRANSMITTAL OF RECORD PENNSYLVANIA RULE OF APPELLATE PROCEDURE 1931(Cl To the Prothonotary of the appellate court to +vhich the within matter has been appealed: a ,; :•;. ;: THE UNDERSIGNED, Glenda Famer Strasbaugh of the Court of Common Pleas of Cumberland County, the said court being a court of record, do hereby certify that annexed hereto is a true and correct copy of the whole and entire record, including an opinion of the court as required by PA.R.A.P. 1925, the original papers and exhibits, if any, on file, the transcript of the proceedings, if any, and the docket entries in the following matter. . Estate of Robert M. Mumma, File No. 21-86-0398, Superior Court No. 85G MDA 2005 in compliance with Pa.R.A.P. 193](c).. The documents comprising the record have been numbered from No. 1 to 177 for File No. 21-86-0398 Register of Wills file; to No. 1 to 140 for File No. 21-86-0398 Orphans Court file; and Exhibits, and attached hereto as Exhibit A is a list of the documents correspondingly numbered and identified +vith reasonable definiteness, including with respect to each document The date of+vhich the record has been transmitted to the appellate court is Julv 18, 2005. (Seal of Court)