HomeMy WebLinkAbout05-04-11F:\FlLES\Climu\5844 Muwne Estaze\SS44.19 Accounts end Dis(nbution Tcusla\5844.19.accowt.supplen®tal•rn'•5.2.I l.wpd
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PA
ORPHANS' COURT DIVISION
FILE N0.21-86-0398
SUPPLEMENT TO ACCOUNT OF THE RESIDUAL TRUST
UNDER THE WILL OF ROBERT M. MUMMA, DECEASED
STATED BY LISA MUMMA MORGAN, TRUSTEE
Robert M. Mumma, died:
Barbara McK Mumma, Trustee, died:
Accounting for the period:
April 12, 1986
July 17, 2010
January 1, 2004 to July 17, 2010
Purpose of the Supplement Account: The Trustee offers this Supplement To Account to
acquaint interested parties with a restatement of a certain transaction that occurred during
the administration.
It is important that the Supplement To Account be carefully examined. Requests for
additional information, questions or objections can be discussed with:
No V. Otto III, Esquire
MARTSON LAW OFFICES
10 East High Street
Carlisle, PA 17013
(717)243-3341
Supreme Court I.D. No. 27763
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RESTATEMENT OF TRANSACTION
Schedule C: Fees and Commissions: (Page 18)
Restatement of fees paid to Morgan Lewis & Bockius, LLP:
9/30/2005 RE: Estate of Robert Mumma:
Stated as filed: Legal Services $135,000.00
Legal Fees Chargeable to and Transferred to Income (Page 42) - 12..508.86
Restated Fees: $122,491.14
Schedule C-2: Statement of Administration Expenses Chargeable to Income (Page 42)
Additional Item: Legal Fees Chargeable to Income:
Morgan Lewis & Bockius, LLP:
9/30/25 RE: Estate of Robert Mumma: Legal Services Chargeable to Income $ 12,508.86
VERIFICATION
Lisa Mumma Morgan, Trustee of the Residual Trust under the Will of Robert M. Mumma,
deceased, hereby declares under oath that the foregoing Supplement to the First and Final Account
is true and correct and fully discloses the transaction set forth therein.
This statement is made subject to penalties of 18 Pa. C.S.A. Section 4904 relating to unsworn
falsification to authorities.
Lisa Mumma Morgan
Dated: S/~ /~~
Signature of Attorney:
No V. Otto III
Address of Attorney: Martson Law Offices
10 East High Street
Carlisle, PA 17013
(717) 243-3341
Supreme Court No. 27763