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Home My WebLink About10-20-09IN RE: ESTATE OF ROBERT M. : IN THE COURT OF COMMON PLEAS OF MUMMA, deceased :CUMBERLAND COUNTY, PENNSYLVANIA ~' ORPHANS' COURT DIVISION ~? ~ -.~- ~:~ 7T ~ ---~ 4 - .,a NO. 21-86-398 } f--~- ~ '--' -- rn N ~~-, . ; APPLICATION FOR LEAVE TO REQUIRE SECURITY FOR PAYMEl~T~F THE- ~..:~ ~~-~ AUDITOR'S EXPENSES AND FEES `~' ~, ~~ ~~' ~~;~~ AND NOW, this 15t" day of October, 2009, comes Joseph D. Buckley, Esquire, the auditor appointed and currently serving in the above captioned case and applies to the Orphan's Court for a partial payment of his fees incurred and costs expended in the above captioned matter based on the following: 1. On September 19, 2008 the Court by the Order of the Honorable J. Wesley Oler, Jr., appointed the applicant as replacement auditor for the above captioned Estate which included Accounts filed for the Estate and accounts filed for the Marital Trust and the Residual Trust. 2. Thereafter, the applicant received files from the previous Auditor and the Cleric of the Orphan's Court, which files consisted of approximately fifteen (15) lineal feet of files including: accountings, objections, motions, opinions of numerous courts, reports, discovery matters, letters, and other matters relating to this audit. 3. The applicant spent forty five (45) hours reading and reviewing files and thereafter held apre-hearing conference with all interested parties, the preparation and conference consuming an additional five (5) hours. The applicant also provided and paid for the attendance and recording of the pre-hearing conference in the amount of $380.80(Copy of invoice and check for the payment of the same attached) 4. The applicant then scheduled an Auditor's Hearing and in preparation for the hearing was tasked with reviewing and recommending the disposition of twenty-six outstanding and pending matters. 5. The applicant then expended four-two (42) hours reviewing these outstanding matters, including briefs and cases and preparing my February 2009 interim report to the Court. 6. The applicant held scheduled and held Ninety-two hours of Auditor Hearings: a. April 21, 2009 beginning at 8:00 AM and ending at 5:00 PM. The applicant also provided and paid for the attendance and recording of the pre-hearing conference in the amount of $1,035.85(Copy of invoice and check for the payment of the same attached) b. April 22, 2009 beginning at 8:30 AM and ending at 5:30 PM. The applicant also provided and paid for the attendance and recording of the pre-hearing conference in the amount of $883.10(Copy of invoice and check for the payment of the same attached) c. April 23, 2009 beginning at 8:30 AM and ending at 6:00 PM. The applicant also provided and paid for the attendance and recording of the pre-hearing conference in the amount of $989.55(Copy of invoice and check for the payment of the same attached) d. June 17, 2009 beginning at 8:30 AM and ending at 5:00 PM. The applicant also provided and paid for the attendance and recording of the pre-hearing conference in the amount of $826.00(Copy of invoice and check for the payment of the same attached) e. June 18, 2009 beginning at 8:30 AM and ending at 4:30 PM. The applicant also provided and paid for the attendance and recording of the pre-hearing conference in the amount of $694.10 (Copy of invoice and check for the payment of the same attached) f. June 19, 2009 beginning at 8:30 AM and ending at 5:00 PM. The applicant also provided and paid for the attendance and recording of the pre-hearing conference in the amount of $889.00(Copy of invoice and check for the payment of the same attached) g. August 3, 2009 beginning at 8:30 AM and ending at 5:00 PM The applicant also provided and paid for the attendance and recording of the pre-hearing conference in the amount of $885.10 (Copy of invoice and check for the payment of the same attached) h. August 4, 2009 beginning at 8:30 AM and ending at 5:00 PM. The applicant also provided and paid for the attendance and recording of the pre-hearing conference in the amount of $778.10 (Copy of invoice and check for the payment of the same attached) August 5, 2009 beginning at 8:30 AM and ending at 4:00 PM. The applicant also provided and paid for the attendance and recording of the pre-hearing conference in the amount of $889.00(Copy of invoice and check for the payment of the same attached) August 6, 2009 beginning at 8:30 AM and ending at 3:OSPM and the auditor remained until 5:00 PM due to circumstances. The applicant also provided and paid for the attendance and recording of the pre-hearing conference in the amount of $523.00 (Copy of invoice and check for the payment of the same attached) 7. In addition to holding the hearings, the applicant also received six referrals from the Court during the hearings, conducted telephone conferences, and prepared Auditor Reports and recommendations and therefore devoted thirty-six (36) additional hours to these matters. 8. The applicant has received and paid for Court Reporter fees in the amount of $8,773.60 and miscellaneous expenses (travel, parking, telephone, copies, postage, etc.) of $125.00. 9. The applicant to date has devoted 220 hours to this matter and requests a rate of $175.00 per hour for a total of $38,500.00. 10. The applicant's total costs and fees to date is $47,398.60. 11. The applicant has scheduled hearings for the five (5) days October 26-30, 2009 and anticipates several additional days of hearings thereafter. 12. The applicant had requested that the Estate and Trustees and the Objectors agree upon a shared allocation of the current costs and fees pending final resolution. To that end, the Estate/Trusts agreed to pay sixty (60%) percent and requested the two objectors each pay twenty (20%) percent of the costs and fees pending final determination. The objectors agreed but stated that because they are the residuary beneficiaries of the Trusts that their proposed shares should be taken from the residuary trust. As a result no agreement could be reached. 13. The applicant proposes that should the Court order payment of the costs and fees pending final resolution of this matter that it allocate fifty percent (50%) from the Marital Trust and fifty percent (50%) from the Residuary Trust and that the applicant reserve how any award or surcharge shall be allocated until his final report. WHEREFORE, applicant prays this Honorable Court enter an Order requiring that security in the form of payment be made to the applicant in the amount of $47,398.60. Respectfully submitted, D. Buckle, Esquire uditor Supreme Court ID# 3 8444 1237 Holly Pike Carlisle, PA 17013 (717) 249-2448 JoeBLaw ~r,aol.com Tax ID No: z5-1869438 P. O. Box 508. ~~° Cirrlisle, IPA 17013 800-863-3657 717-258-3657 717-258-0383 fax courrreportcrs4uC~aol. com November 13, 2008 Joseph D. Buckley, Esquire 1237 Holly Pike . .Carlisle, PA 17013 .. Invoice Number ~; 12636 >Description of services Re: 955 In re: Estate of Robert M. Mumma, deceased-Prehearing status conference taken 10/29/08 by Jennifer Chance, 'Court Reporter Reference Extension Original transcript ~ 92.00 3.000 276.00 Attendance fee 1.00 100.00 1.00.00 Postage ..1.00 4.800 4:80: Invoice total: $380.80 After 12/1.3/08: $386:43 Please call for balance after 02/11/09. After 01 /12/09: $392.07 °Payable upon receipt. Thank you for allowing us to provide court reporting services for you. ~ntr ~ ~ is urt Reporting Services 4 ~~ ~ r w J Y U m r0 `~ N ~ c~ a N O W~~ ~ ^Q 0 u' a _Y ~ J O J U) 20 U W U "' ~~ O Q J ("~ i `o'~ V ~~3 ~i^ ~~ ~ I t-, C N M Q „) J ~~~ ~ ~~ -~. A ~~ ;~ I j ~~ Q ~, o ' I O O ~~ ' ~ ~~ ~ .. I -~I .I ~ O c ~~ \ -• ' '~` ~ ~~ ~ O ~i - ~~ ~~ = ~ V ' ^ ~. ~ ~ ~ u V V ~ 3~~ ~~ o.o~o J ~ a ~° ~ ~ ~ ~ a~ - O N ~~ ~ ~< ~ ~ W ~ ~ ~~ a ° o ~~ o P. O. Box 508 Carlisle, I'A 17013 _~~ 1'~/;~~ ~ 800-8G3-3657 hurt Re ortin Services 717--258-3657 - - ~- g ~' - - 71.7-258-0383 ax -~.,-~:~, ~ f -. courtreporters4u Gaol. com Tax ID 1Vo. 2S-I SG9438 May 19, .2009. ,~ . Joseph D. Buckley, Esquire ...1237 Holly Pike .Carlisle, PA 1701-3 ~ _. Invoice Number ,• ~ • - ..- :__- .:__-_,----_..___ __ __._ ._ ___ _: _ 12888 Description of services Re: 061004 In re: Estafe of Robert M. Mumma, .:. ,. deceased-Auditor's Hearing taken 04/21/09_ by Tracy Reference L. Dorninico, Court Reporter - Extension _ - Qriginal transcript ~ 268:00 3.000 804.00 . :.._... . _ Attendance -fee 8:OOam to 4:40pm _ 1.00. 100.00 100.00 ~.. Exhibit (s) Photocopied - 405.00 0.300 121.50 Posta e . 9 1.00 10.350 10.35 .. Invoice total: $1,035.85 _ ,_ After 06/18/09: $1,051,17 .Please call for balance after 08/17/09.. After 07/18/09: $1,066.50. - 5929 PAY TO THE ORDER OF _ T _ ~ ' 60- ~ 5036 S- ~_ / ~ ~ 313 DATE b C; c~-w~ ~~~ .~.~.~,--rte $ /; o~ ~ ~~ ~..~~' J / J J DOLLARS B ~~.. LAW OFFICE: OF JOSEPH D. 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'~ Cam; i ~ ~ 4 ~ ~ c~ , ~ C~,, ~ ~ \. r ~~r ~ rr ~ n _; ~ ~ ~ ~ ~ y rn Io w to ~ W ~ ~ ~ ~ 'r Q 6~ ~ _ va LAW OFFICES OF JOSEPH D. BUCKLEY 1237 HOLLY PIKE 717-249-2448 CARLISLE, PA 17013 6021 60-15036 I'1ATF (/..z~~%~ 313 000 L L609 211' n-uu 6u ~ X11• ~:U 3 L 3 ~ 5U 3 6~: e-I ` ~ ~ ~ ~ D ^ / ~ ` ~a `y CD '~~ ~ `~ ~, N ~ Q J ~~ y ~ ~,~ ~ ~., ~~ ~ ~ '~ •~ ~~ a~~.~~ .. t ~ ~ \ W J Y U m m e G~ N T ~ M i tf r 0. N ~ ~~w/~ r -- VJ n Q Owa Y ~ ~ J J O J ~ (n ~ U W n U ~' _~ O J ~ ~j.: ~~ ~ V ~ r~ .~ .`~ ~ ,~, ~. ~n ti ~ I~ ~ ` ` ~ ~. ~ 3 \ ~ r ~fi, ,.1\ ~ ,~ ~` O ~ _..~~ N \ p ~'~, ~- O aoo•, rT ~ .,, ~' 0 O O _. cD f'11 0 ~~ f'T'1 .-a ._. O O -; . ~, -. ~. ~3 ~ ~,.c. ~.`. .. ~~N r~l ~_~;., z rte:-.~ .~, -, .. • ~y . .central ~~`P~nns -vania ~ ~ ~ ~~ Ei I6` ~ • • urt Re ortin Services p. g Tax ID No: 25-1869438 Invoice Number 13082 Description of services Re: 061004 In re: Estate of Robert M. Mumma, deceased-Auditor's Hearing taken 08/04/09 by Reference Jennifer A. Chance, Court Reporter - Extension September 8, 2009 Joseph D. Buckley, Esquire 1237 Holly Pike Carlisle, PA 170'13 Original transcript Attendance fee Postage 8:30am to 4:44pm Po. BoX sob Carlisle, PA 17013 800-863-3657 717-258-3657 717-258-0383 fax cozzrtreporters4zcC~aol. com 224.00 3.000 672.00 1.00 100.00 100.00 1.00 6.100 6.10 Please call for balance after 12/07/09. Invoice total: , $778.10 After 10/08/09: $789.61 After 11 /07/09: $801.12 Payable upon receipt. Thank you for allowing us to provide court reporting services for you. . ~ ~ ~ ., c~ ~ ~ ~, ~s O ~ I ~ c`'~ cL] L,._, -, a ;~ ~ .~ ~ , r `~ !\ ~~ ~~ \. ~. ~ ~~ N \~ - } W J Y U m 0~ N ~ ('') ~ r aNo W `~ ~~Q O w a. _Y ~ J J J Q J CL (n =O U W" N _U `~ O J t '~-` ~~ c ~ c ~, . \+ ._ ( v _~.. ~~ ~~ \ ~~ ~, ``~-- ~ I ~ ~. 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N ~ ~ ;o ~~~ r ~ N ~. o o ~ ~o~ ~ .~ ~ ~~ p p, Box 508 Carlisle, PA 17013 800-8G3-3657 4.~::'~" ~~~'V a.ii~•~ 717-258-3657. `~.~ .. t ~~ ntr . 8-0383 fax F.l..~` ~,+~~.~~~~.~, • 717-25 '~~It ~f /,` - Se~iCes courtreporters4uC~aol.com e rt Re orting u p f l Tax ID No. 25-1869438 .. .....September 15, 2009 'Buckley, Squire se h ~~ Jo P . . _ 11.. ~i1lG ~-- ~ ~ ~=~.: ~ a O ~ \~ ~ ~a .\ CD ~I~ ` CQ N i _ ~ ~ \ .. r ~ . ~, ~ '~ ~ ~~ ~ w ~- ~? \- •.. ..~.~ W Y U m ~~ N ~ (h N O a~ W ~ O w Y ~a~ LL } `~ O~~ (n ~ U W ~ U ~' ~~ ~ c`O J ~~ _;.~ ~ .~ r ~• v ;~ ~~. ~~ ~ . ~.~~ O O ~~ O ~,~, ~~ f .~ V ~ ~ •~~ ^~~ ; ~T ~; ^~~ ` ~ ~ ~ .\. ~ ~ `~ V ~! 1 ~ ~ ` \~ I~ w 1' ~~ ~ ~ (~ i `..`,` ~\\ Q ` \~ '~ ~~ t ' b a~~~ a~~ p . ~ ~ ~- ~, \'o ~\ ~ ~w. ~ w~ ~ r~~ ao~, , ago ~ ~ o _. c~ 1~ t../ 1 ~a r-n ..a •• r ~~ -(..nn W O