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Home My WebLink About01-12-12IN RE: ESTATE OF ROBERT: M. MUMMA, deceased IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION No. 21-86-398 NOTICE OF APPEAL Notice is hereby given that Robert M. Mumma, II hereby appeals to the Superior Court of Pennsylvania from the Order dated December 13, 2011 and entered on the docket on December 14, 2012 by the Clerk of the Orphans' Court of Cumberland County, Pennsylvania. This Order, which attached the Auditor's Interim Report dated December 5, 2011 and Request for Orders, has been entered on the docket as evidenced by the copy of the docket entry attached hereto. Pursuant to Pa. R.A.P. 904(c), I hereby state that there is no verbatim record or transcript of the proceedings leading to the Order from which this appeal is taken and, as the Auditor's Interim Report attached hereto confirms on page 1 thereof, there was no transcript or verbatim record of the matter before the Auditor. Dated: January 12, 2012 `7 Joh M. Kerr, Esquire Attorney I.D. # 26414 John Kerr Law, PC 5020 Ritter Road, Suite 104 Mechanicsburg, PA 17055 (717) 766-4008 ~_~ ~ ~_ ~-> ~... a ,_ ;_,, i:% _, ._A .. ^.' '..... a~~ -- -_ ~-~ --ri ~... ~~ ,J IN RE: ESTATE OF ROBERT IN THE COURT OF COMMON PLEAS M. MUMMA, deceased OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION No. 21-86-398 PROOF OF SERVICE OF NOTICE OF APPEAL I hereby certify that a true and correct copy of the Notice of Appeal in the above-captioned matter has been served pursuant to Pa. R.A.P. 906(a) by first-class United States mail, postage prepaid, this 12`" day of January, 2012, to the following: Honorable J. Wesley Oler, Jr. Court of Common Pleas of Cumberland County One Courthouse Square Carlisle, PA 17013 Glenda Farmer Strasbaugh Register of Wills & Clerk of Orphans' Court Court of Common Pleas of Cumberland County Cumberland County Courthouse, Room 102 One Courthouse Square Carlisle, PA 17013 Office of the Official Court Reporters ,,-~ Court of Common Pleas of Cumberland County ~~ , ? ~ -~ - - ;=_;_ Cumberland County Courthouse ;-'> > _ ~ ~~ One Courthouse Square __ r,....~ -- Carlisle, PA 17013 _" ~~" ~ _ __: _, _, ;,.~ ___. Joseph D. Buckley, Esquire, Auditor -3 ~ . } 1237 Holly Pike - _~_ ~-~~~ ~", Carlisle, PA 17013 -~ _"' George B. Faller, Jr., Esquire Martson Law Offices 10 East High Street Carlisle, PA 17013 Brady Green, Esquire Morgan, Lewis & Bockius, LLP 1701 Market Street Philadelphia, PA 19103 Barbara M. Mumma 541 Bridgeview Drive Lemoyne, PA 17043 Linda Mumma c/o Carter Ellis 203 Friars Court Mechanicsburg, PA 17050 Thomas A. French, Esquire Rhoads & Sinon, LLP One South Market Square P.O. Box 1146 Harrisburg, PA 17108-1146 N -4~L=~--.. Joh .Kerr, Esquire Att rney LD. # 26414 John Kerr Law, PC 5020 Ritter Road Suite 104 Mechanicsburg, PA 17055 (717) 766-4008 -2- IN RE: ESTATE OF ROBERT M. : IN THE COURT OF COMMON PLEAS OF MUMMA, deceased :CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO.21-86-398 ORDER AND NOW, this `fit day of December, 2011, upon the recommendation of the Auditor in this case it is hereby ordered that the Money Market Account of D E Distribution Corporation currently maintained at M & T Bank having an account number ending in 5251 shall be released and M & T Bank is hereby direct to disburse, by wire transfer, the entire balance to D E Distribution Corporation's checking account at Fulton Bank. It is further ordered that the sum of $125,000.00 from the accounts of the Mumma Realty Associates I be distributed to the Trust established under the Will of Robert M. Mumma and that this amount shall be a credit to any future distributions to which the said Trust established under the Will of Robert M. Mumma shall be entitled. BY THE COURT ~s ~ f ~ F~ t a ,-., ' ! r !C-- J~ Wesley Oler, Jr;" udge r' Joseph D. Buckley, Esquire, Auditor --; Clerk of Orphan's Court --~ -_- Robert M. Mumma, II ' -'~ ~ ~ `~ r George B. Faller, Jr., Esquire _ y Brady Green, Esquire ~_ -- -• - Barbara Mann Mumma -, Linda Mumma Roth ~- -- _=; -. l` _ _ . ,..-: IN RE: ESTATE OF ROBERT M. : IN THE COURT OF COMl~~10N PLEAS OF MUMMA, deceased :CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. 21-86-398 AUDITOR'S INTERIIi~I REPORT, December 5, 2011 AND REQUEST FOR ORDERS To the Honorable J. Wesley Oler, Jr.: Your Honor has appointed me Auditor in the above captioned matter and charged me with reviewing the most recent and final account and proposed distribution in the above matter and holding a hearing on the most recent accounting and proposed distribution. By Order dated October 5, 2011 you referred a Petition to Authorize Distributions and the Response to Petition to Authorize Distributions in this matter. After contacting the parties or their representatives Iconducted aseries of telephone conferences with all the parties. I also invited any local party to participate in person in my offices. During the first conference, Attorney Otto and Linda Mumma were present in my office and Robert Mumma, Barbara Mumma and Attorney Green were present on the telephone. Mr. Mumma's position was that the Orphan's Court had no jurisdiction, the Trustee's position was that funds were needed for ongoing expenses. The three beneficiaries present requested additional information from the Trust's accountant. The Trust and its attorneys agreed to have the requested financial information made available and a second conference was scheduled. I also provided all parties with a copy of applicable sections of the Pennsylvania Consolidated Statutes relating to the Orphan's Court's jurisdiction (?0 Pa. C.S. ~ 711) and relating to income on distributive shares (?0 Pa. C. S. ,~ 343) together with a copy of the Pennsvl~~ania Supreme Court's decision Pope v. Dasher, 429 Pa. 576; 240 A.2d 518 (1968), a case which discussed whether a court of common pleas or the orphans' court had jurisdiction to determine the ownership of certain realty recorded in decedent's na;ne at the time of death and of certain shares of corporate stock registered in decedent's name at the time of death. A second conference was held, Linda Mumma informed this off ce she did not desire to participate, Attorney Otto was present in my office and Robert Mumma and Barbara Mumma were present on the telephone. During this conference Barbara Mumma and Robert Mumma stated they had recently received the financial material they had requested and had not had time to review the information. A third conference was then scheduled. A third conference was held, Linda Mumma informed this office she did not desire to participate, Attorney Otto was present in my office and Robert Mumma and Barabara Mumma were present on the telephone. Mr. Mumma argued that the court had no jurisdiction, Barbara Mumma stated maybe the court had jurisdiction and Attorney Otto stated that the court did have jurisdiction, but he would withdraw the petition and proceed. Attorney Otto stated that the Trustee had informed the Court that she, as Trustee would make no distributions without first petitioning the court. The undersigned identified three distinct matters to be resolved: the first being the M & T Banlc money market account with an account number ending in 5251. The second being the proposed distribution to the shareholders of DE Distribution and third a proposed distribution to the tenants in common of the MRA I agreement. The Residuary Trust under the Will of Robert M. Mumma maintains alleges it is the owner of 27.192650% of the stock in DE Distributions, the late Mr. Mumma's four children and the estate of his late ~~~ife owning the balance in approximately equal shares. DE Distributions alleges it is holding excess cash in the amount of $100,000.00 an account at Fulton Bank and an account at ivI & T Bank. It desires to consolidate the accounts into the Fulton Bank account and make a distribution. Robert Nlumma II had requested that the Iti1 & T Bank not permit the funds deposited with that bank to be withdrawn and placed in the Fulton Bank account. Mr. Mumma could offer no reasonable explanation for his request. M & T Bank through its counsel has no objection to transferring the funds, but because of N1r. Mumma's objection desires a court order to permit the same. Because he offered no reasonable explanation other than personal animosity toward certain Fulton Bank employees, officers or directors, his objection should be dismissed and the Court should enter an order directing the funds to be transferred. The relative shares of ownership in DE Distributions is disputed by Robert and Barbara Mumma who raise arguments which had been raised in the original hearings. When questioned why the Trustees needed addition funds the undersigned was informed that Robert Mumma and/or Barbara Mumma have initiated new actions in jurisdictions outside of Cumberland County and the Trust and Trustee have been called upon to defend these new actions. The new expenses relate to new litigation expenses. Mr. Mumma argued that DE Distributions, being a corporation should follow Pennsylvania statutes governing corporation. Therefore I believe the court should allow the corporation to act on it own accord to distribute its excess funds as it deems appropriate. The Trust owns a large interest in Nlumma Realty Associates I ("MRA I"). That interest is alleged to be over eighty (80) percent. Mr. Mumma argued that the agreement between all the parties in interest in MRA I requires arbitration if the parties cannot agree thus the matter should be submitted to such arbitration. Robert Mumma and Barbara Mumma did not dispute that expenses are being incurred by the trust/estate but claimed that such expenses were only litigation costs and should therefore not be considered. Thee argued that they would ha~,~e to 3 indirectly incur a portion the cost of the defense to the litigation they had initiated against the Trust and Trustee. The undersigned does not know the parties to or the subject matter of the litigation, but it was stated that it is an action filed in Dauphin County. The parties did not dispute that $200,000.00 is available for distribution. Therefore I would recommend that $125,000.00 be distributed to the Trust and that such distribution be a credit to any future distributions. Because the parties cannot agree on their respective shares and no party, beneficiary, shareholder, or partner petitioned for a distribution, other than the Trustee, the parties must be content to await the final decision of the court in the audit of the accounts. I further recommend that if your Honor agrees with my recommendations, you enter Orders accordingly and I have attached recommended orders to accomplish the same. Respectfully submitted, ,, ~~ p ~ r, .. .. ~ /~ fir ~ /. ~.,,... ~i' ' r-_ -; : ._, 7osa~li D. Buckle,v, Esquire, Auditor ._ _ _ - Supreme Court ID# 38444 ~ 1237 Holly Pike ~`~ Carlisle, PA 17013 (717) 249-2448 JoeBLaw(a~aol.com 4 ~~l T~S~~id'sCSs"4V 4Jf~`~i;~al, ! ~"-r•,-°.'!''C? set my hsr,~ ~r~ th,~ .~~i of paid Caurt G~rl~sle, PA 09263501122012 Cumberland County - Orpha7as Court Pa~~12/2012 ORC621 Case No 1986-00398 Age Case Name: MUMMA ROBERT M Docket Entries Filed 12/29/88 1 ADCLITEMFOROTHDEEMINOR~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 `ORDLRRONDERUITS DE~ISION BYLFEBIL,lOBR1989,BY FEB. 3, 1989, COURT 2/03/89 6 IIASNMOTION,SUPPLEMENTAL MEMORANDUM IN OPPOSITION TO ROBERT MUMMA 2/10/89 7 MORGAN SHOWWCAUSEEIN COURT ONDMARD 15~,T1989BAWYMREQUESTED RELIEFA SHOULD NOT BE GRANTED. 2/16/89 8 MOTION FOR ORDER CERTIFYING QUESTION FOR INTERLOCUTORY APPEAL 3/30/89 9 INMO ppORT OF ANSWERBTOTROBERT MUMMARIIMSKPETITIONDFORIREMO~AL OF 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 RULE TO SHOW CAUSE DATED 03/26/91 4/04/91 12 PRAECIPE FOR LISTING CASE FOR ARGUMENT 5/10/91 13 MUMMA ~F GUARDIAN AD LITEM IN OPPOSITION TO PETITION OF ROBERT 5/17/91 14 BRTEM OF PETITIONER IN OPPOSITION TO EXCEPTIONS OF GUARDIAN AD 8/15/91 15 CERTIFICATE OF SERVICE (8) 09203501122012 Cumberland County - Orphans Court Pa1~12/2012 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 18 ROBERTSMUMMABARBREA REQUESTMFOR DOCUMENTORGAN TO PETITION OF 12/30/91 19 ROBERTNMUMMAFIBAREA REQUESTUFOR DODCUMENTSMORGAN TO PETITION OF 1/15/92 20 FIDUCIARYTH NEW MATTER TO PETITION FOR APPOINTMENT OF A TEMPORARY 1/17/92 21 APPOINDTMENTEOFAAETEMPOgARYMFIDUCIARY REGARDING PETITION FOR 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 3/20/92 25 EXCEPTIONS TO ORDER OF COURT 5/18/92 26 GUARDIAN AD BITEM~ MCK MUMMA AND LISA MORGAN TO PETITION OF 5/18/92 27 ROBERTOG.OFREYRASRGUARDIANMAD L,NIDTEMISA MORGAN FOR APPOINTMENT OF 7/09/92 28 PETITION TOPAPPOINT ARDEMPORP,RYUFIDUCIARY~ 6' 1992, DENYING 7/23/93 29 GUARDIAN AD LITEM ROBERTMM.MFREYDFORSPRE~IMINARY INJUNCTIONFAND RULE TO SHOW CAUSE. 7/23/93 30 pET~TION OFOROBERBARM.A. FREYM OR PREDLIMINARYOINJL]NCTIONPANDTRULET~O SHOW CAUSE. 7/26/93 31 PET IT ON OFOROBERTAM FREYM OR PREDLIMINARYOINJUNCTIONPANDTRULETTO SHOW CAUSE. 09263501122012 Cumberland County - Orphans Court PaI~12/2012 ORC621 Case No 1986-00398 7/26/93 32 F~REPRELIM~NARY INJUNCTIONNANDPRULE ~O SHOWTCAUSOF ROBERT M. FREY 7/27/93 33 MUMMA~IIXPEPROCEEDINGSM~ELDOBEFORELD.JSHEELY~T AND ROBERT M. 7/27/93 34 SUPPLEMENTAL MEMORANDUM OF BARBARA MCK MUMMA AND LISA MORGAN IN INJUNCTION p,NDPRULEI~O HOW CAUSEM~ FREY FOR PRELIMINARY 7/28/93 35 RESPONSE TO SUPPLEMENTAL MEMORANDUM OF BARBARA MCK MUMMA AND LISA ANDGRULEOTOESHOW CAUSEROBERT M. FREY FOR PRELIMINARY INJUNCTION 8/02/93 36 SURREPLY MEMORANDUM OF BARBARA MCK MUMMA AND LISA MORGAN IN INJUNCTION p,NDPRULEI~O ~HOWOCAUSEM~ FREY FOR PRELIMINARY 12/10/93 37 F~RERULE TOASDOWCAUSEIAND RESTRAINT OFESALE,SUPPORT OF PETITION 7/15/94 38 0993R ~N COURTIOF COMMON PLEASALORPOHANSHDIVIDIONEOFECUMBACO. 4, 8/13/99 39 LETTER FROM ROBERT MUMMA II 11/05/99 40 LETTER FROM ROBERT MUMMA II 5/14/03 41 EXECUTRIXE~RANDMORUSTEESBARBARA MCK MUMMA AND LISA M MORGAN AS 5/15/03 42 ORTATION COURT - GEORGE E. HOFFER, P.J. 7/28/03 43 PETITIONIFOR REMOVALER OF BARBARA MCK.MUMMA AND LISA M.MORGAN TO 7/28/03 44 ORGANDTO ADJUDICATDONXOFPFEBRUARY 23RB2 OOMCK. 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 09263501122012 Cumberland County - Orphans Court PaI~12/2012 ORC621 Case No 1986-00398 8/22/03 48 ORDER OF COURT - GEORGE E.HOFFER, P.J. RULE 9/22/03 49 UNTIMELINESSBOFBEXCEPTIONS~~ 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 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 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 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 @ 9:30 A.M. IN COURTROOM N0. 3. GEORGE E. HOFFER, P.J. 3/16/04 60 REIURESQUIRERANDEBRADYRLEGREEEN ESQUIRETED 3-8-2004 UPON IVO OTTO, 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 TOLTHE COURTRFORF~ONF'IRMATIONPOSIVOOVLOT OD ESQNOT TO BE PRESENTED 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 BEUPRESENTEDFTOITHEICOURT FOROCONFIRMATION~SIVO VLOTTODIII E~Q TO 09263501122012 Cumberland County - Orphans Court Pa e 5 CRC621 /12/2012 Case Nc 1986-00398 3/26/04 63 W~LLCOFOROBERTNM MUMMA FILEDRTHEESECONDTANDRINTDRIMYACCOUNT ODER SAID TRUST. NOTICE OF FILING ACCOUNT - TRUSTEES OF THE MARITAL TRUST UNDER WILL OF ROBERT M. MUMMA 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 HELD WITH RESPECT TO THE OBJECTIONS TO BE FILED. ALL COUNSEL AGREE TO THIS.COUNSEL FOR ROBERT M MUMMA II WILL PROVIDE AN EXPERT REPORT & WITNESS LIST & EXHIBIT LIST TO COUNSEL FOR THE ESTATE ON OR BEFORE 5-28-2004 WHICH IS AGREED TO BY ALL COUNSEL PRESENT GREEN DURING THE MONTHIOFI4L28E04~ON AVDATELTOTBEAAGREOEDTUPONOR 3/30/04 65 OOUNSEL ANDTMR MUMMAOFOR DEPOSITION.p'BDYATHET~OURTAGEORDGEUEOHOFFER, 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 ACCOUNTINGSCFORTRESIDUARYMTRUSTLUNDERTWILLER WILL INTERMIN 5/27/04 70 SUPPLEMENTAL STATEMENT OF OBJECTIONS TO THE FIRST, SECOND, THIRD & MORGAN ASTCOMTRUSTEESNOFNTHEOMARITALRTRUSTCUNDER NWIAILALN.D LISA M. 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 09263501122012 Cumberland County - Orphans Court ORC621 Pag%12/2012 Case No 1986-00398 COUNSEL FOR PLAINTIFF, IT IS HEREBY ORDERED THAT A RULE IS ISSUED UPON THE ABOVE DEFENDANTS, 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 ~OURTIS EDGARIBAYLEYLEJUDGERFORLGEORGE EOHOFFEROFPSERVICE. BY THE 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 REQUIREDOTO PROVIDE NOT~CECTOSALLHBENEFICIARIESSB~FOREN~HEBE DISPOSITION OF ANY ESTATE PROPERTY 11/10/04 79 AFTERT~ERV~CECISSHEREBYGISSUED UPON4THERESTATETOFNROBERTSMANNS MUMMA. BY THE COURT - GEORGE E HOFFER PJ RULE ISSUED. 12/13/04 80 ANDEDARYLFERCHRISDOPHER,TESQ F APPEARANCE - KIRK S SOHONAGE, ESQ. 12/21/04 81 OBJECTORS MOTION TO COMPEL DISCOVERY 12/27/04 82 MOTIONSFORTA RULEMTOTSHOWFCAUSEAWHYMTHE ESTATEASDOULDANOTMBEG~ TO D14POSIDION OFOANDEES~ATEEPROPERTYBENEFICIARIES BEFORE THE 12/29/04 83 OOMPELODIS~OVERY.DATRULE2IS8HEREBYIISSUEDOUPONTALLSOTHERON TO NOTEBESGERANTEDTIBY THESCOURTAUSE WESLEYEOLERIJR JUDGESTED SHOULD 12/29/04 84 RULE TO SHOW CAUSE ISSUED. 12/29/04 85 FIRSTNETSOFFREQUESTAFORKPRODUCTIONDOFIDOCUMENTS ANDOF~RSTCS~TSOF INTERROGATORIES AND MOTION TO COMPEL DISCOVERY 1/05/05 86 PETITION FOR APPOINTMENT OF AUDITOR 1/07/05 87 AUDIT0RFUPONRCONSDDEgATION6TAYLOR PE~p,NDREWSOESQ ISAHEREBYMENT OF APPOINTED AS AUDITOR IN THE ABOVE ESTATE. BY THE COURT - J WESLEY 09263501122012 Cumberland County - Orphans Court Pagj12/2012 ORC621 11 Case No 1986-00398 OLER JR JUDGE 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. 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 4-4-05 @ 3:00 PM. BY THE COURT - J WESLEY OLER JR JUDGE 2/09/05 94 ORDER OF COURT - DATED: 2-9-05 IN RE: MOTION TO RECUSE/REMOVE ATTORNEY TAYLOR P. ANDREWS AND TO APPOINT A NEW AUDITOR. A HEARING IS SCHEDULED FOR 3-11-05 @ 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 RALPH A JACOBS ESQ. 3/16/05 97 ENTRY OF APPEARANCE OF RALPH A JACOBS AS COUNSEL FOR BARBARA MANN MUMMA 3/22/05 98 AMENDED ORDER OF COURT - DATED 3-18-05 THE PRIOR ORDER OF COURT ISSUED ON FEBRUARY 9, 2005 SCHEDULING A DISCOVERY CONFERENCE FOR 4-4-05 SHALL REMAIN IN FULL FORCE AND EFFECT. II IS NOTED THAT ROBERT M MUMMA II IS NOW REPRESENTING HIMSELF. BY THE COURT - J WESLEY OLER JR JUDGE 3/29/05 99 ORDER OF COURT - DATED 3-11-05 ORAL MOTION OF ROBERT M MUMMA II 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 09253501122012 Cumberland County - Orphans Court Pag%12/2012 ORC621 1 Case No 1986-00398 3/29/05 100 ORDER OF COURT - DATED 3-11-05 TO THE EXTENT THAT IT IS PRESERVED OF RECORD IN THIS CASE, THE ISSUE OF THE REQUETED REMOVAL OF BARBARA MCKIMMIE MUMMA AND LISA MUMMA MORGAN AS EXECUTRICES AND/OR TRUSTEES UNDER THE WILL OR ROBERT M MUMMA AS ALLEGEDLY RAISED BY PRIOR COUNSEL FOR ROBERT M MUMMA II IS RELEGATED TO DISPOSITION IN THE FIRST INSTANCE BY THE AUDITOR ALONG WITH THE AUDITOR'S OTHER RESPONSIBILITIES IN THE CASE. BY THE COURT - J WESLEY OLER JR J 3/29/05 101 ORDER OF COURT - DATED 3-11-05 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 II 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 MOTION IS DENIED. BY THE COURT - J WESLEY OLER JR JUDGE 3/29/05 104 ORDER OF COURT - DATED 3-11-05 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 3-11-05 THE ORAL MOTION OF ROBERT M MUMMA II THAT THIS COURT RECUSE ITSELF FROM HEARING A MOTION TO RECUSE/REMOVE ATTORNEY TAYLOR P ANDREWS AND TO APPOINT A NEW AUDITOR 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 - J 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 SECONDSSEOFOBAREQUESTSKFOR PRODUDTION OF DOCUMENTS ~OJTHEOR'S EXECUTRICES/TRUSTEES 4/01/05 110 RESPONSE OF BARBARA MCK MUMMA AND LISA M MORGAN TO OBJECTOR'S 09253501122012 Cumberland County - Orphans Court Pagjl2/2012 ORC521 I1 Case No 1986-00398 THIRD SET OF REQUESTS FOR PRODUCTION OF DOCUMENTS TO THE EXECUTRICES/TRUSTEES 4/01/05 111 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 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 4-7-05 IN REPETITION TO 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 RESPONSE OF BABARA MCKMUMMA AND LISA M MORGAN TO REQUEST OF ROBERT M MUMMA II FOR A JURY TRIAL PURSUANT TO 20 PA CS 777 (A) 4/11/05 115 ORDER OF COURT - DATED 4-4-05 IN RE: MOTION TO COMPEL DISCOVERY IT IS ORDERED & DIRECTED THAT THE EXECUTRIXES/TRUSTEES WITHIN 20 DAYS OF TODAYS DATE FILE RESPONSES TO THE OBJECTORS FIRST SET OF REQUEST FOR PRODUCTION OF DOCUMENTS TO THE EXECUTRIXES/TRUSTEES & ROBERT MUMMA II THIRD SET OF REQUESTS FOR PRODUCTION OF DOCUMENTS TO THE EXECUTRIXES/TRUSTES & THAT THE AUDITOR WITHIN 45 DAYS OF TODAYS DATE HOLD A PRE HEARING CONFRERNCE AMONG THE INTERESTED PARTIES FOR PURPOSES OF RECOMMENDING AN ORDER WITH RESPECT TO ANY FURTHER DISCOVERY IN THE CASE & WITH RESPECT TO ANY ISSUES 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 MUMMA 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 IMMEDIATE HEARING TO DETERMINE WHETHER THE ESTATE HAS WAIVED ITS RIGHT. 4/22/05 118 MOTION TO COMPEL INSPECTION OF ALL BOOKS AND RECORDS 4/25/05 119 ORDER OF COURT - DATED 4-21-05 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 HAS WAIVED ITS RIGHT. THIS MATTER 09263501122012 Cumberland County - Orphans Court PaI~12/2012 ORC621 Case No 1986-00398 IS REFERRED IN THE FIRST INSTANCE TO THE AUDITOR TAYLOR 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 ESQ FOR THE PURPOSES OF A RECOMMENDED ORDER. BY THE COURT J WESLEY OLER JR JUDGE 5/02/05 123 ORDER OF COURT - DATED 5-2-05 IN RE: PETITIONER'S MOTION FOR RECUSAL OF JUDGE DUE O APPEARANCE OF IMPROPRIETY. A RULE IS HEREBY ISSUED UPON ALL 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 5/04/05 124 MOTION TO COMPEL AND MOTION FOR SANCTIONS FOR REFUSAL TO PROVIDE DISCOVERY PURSUANT TO COURT ORDER 5/09/05 125 ORDER OF COURT - DATED 5-9-05 IN RE: MOTION TO COMPEL & MOTION FOR SANCTIONS FOR REFUSAL TO PROVIDE DISCOVERY PURSUANT TO COURT ORDER. UPON CONSIDERATION OF PETITIONER'S MOTION FOR SANCTIONS FOR REFUSAL TO PROVIDE DISCOVERY PURSUANT TO COURT ORDER, THIS MATTER IS REFRRED IN THE FIRST INSTANCE TO THE AUDITOR TAYLOR P ANDREWS ESQ FOR PURPOSES OF A RECOMMENDED ORDER. BY THE COURT - J WESLEY OLER JR JUDGE 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 5/19/05 128 NOTICE OF APPEAL DATED 5-19-05 FROM ORDER OF 04-25-05 FILED BY ROBERT M MUMMA II REQUEST FOR TRANSCRIPT CERTIFICATE OF SERVICE 5/20/05 129 NOTICE OF APPEAL MAILED VIA UPS ON 5/20/05 5/20/05 130 ORDER - DATED 5-19-05 IN RE: UPON RECOMMENDATION OF THE AUDITOR IN THIS CASE. ANY PARTY EXPRESSING ONE OR MORE OBJECTIONS TO ONE OR MORE OF THE ACCOUNTS SHALL SERVE HIS\HER DISCOVERY REQUESTS UPON COUNSEL FOR THE ESTATE & RELATED TRUSTS NO LATER THAN 6-13-05. THE ESTATE & RELATED TRUSTS SHALL FILA A RESPONSE TO THE REQUESTED DISCOVERY NO LATER THAN 7-13-05 & ANY DISCOVERY THAT IS NOT SUBJECT TO AN OBJECTION SHALL BE PROVIDED BY 7-28-05. A PARTY SEEKING DISCOERY THAT IS RESISTED BY THE ESTATE OR TRUSTS SHALL FILE A BRIEF WITH LEGAL AUTHORITES IN SUPPORT OF THE REQUESTED DISCOVERY BY 8-27-05. BY THE COURT - J WESLEY OLER JR JUDGE 5/24/05 131 RETURN RECEIPT RECEIVED FROM SUPERIOR COURT 09263501122012 Cumberland County - Orphans Court Pa~~12/2012 ORC621 Case No 1986-00398 5/25/05 132 DOCKET SHEET RECEIVED FROM SUPERIOR COURT SUPERIOR COURT NUMBER 856 MDA 2005 ORIGINAL RECORD DUE 7/5/05 5/31/05 133 TRANSCRIPT IN RE: DISCOVERY CONFERENCE PROCEEDINGS HELD BEFORE THE HONORABLE J. WESLEY OLER JR J CUMBERLAND COUNTY COURTHOUSE CARLISLE PENNSYLVANIA ON APRIL 14, 2005 IN JUDGES CHAMBERS 6/01/05 134 ORDER OF COURT - MAY 31ST 2005 - UPON CONSIDERATION OF THE NOTICE OF APPEAL - APPELLANT IS DIRECTED TO FILE OF RECORD IN COURT TO SERVE UPON THE UNDERSIGNED JUDGE A CONCISE STATEMENT OF MATTERS COMPLAINED OF ON APPEAL NO LATER THAN 14 DAYS AFTER ENTRY OF THIS ORDER BY THE COURT J WESLEY OLER JR J 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~S1FORIPRODUCTIONQOFSDOCUMENTS TORTHEFEXECUTR~XES/TRUSTEE6 7/01/05 138 ORDER OF COURT - DATED 6-30-05 IN RE: REQUEST FOR ORDER ON MOTION FOR RECUSAL OF JUDGE DUE TO APPEARANCE OF IMPROPRIETY. A HEARING IS SCHEDULED FOR 8-29-05 @ 9:30AM IN COURTROOM NO. 1. BY THE COURT - J WESLEY OLER JR JUDGE. 7/14/05 139 TRANSCRIPT - COURTROOM N0. 1. J WESLEY OLER JR JUDGE 7/15/05 140 OPINION PURSUANT TO PA R.A.P. 1925 - BY THE COURT - J WESLEY OLER JR JUDGE 9/06/05 141 ORDER OF COURT AND NOW, THIS 29TH DAY OF AUGUST, 2005, UPON CONSIDERATION OF PETITIONER'S MOTION FOR RECUSAL OF JUDGE DUE TO APPEARANCE OF IMPROPRIETY, AND FOLLOWING A HEARING, THE MOTION IS DENIED WITHOUT PREJUDICE TO PETITIONER'S RIGHT TO SUBMIT A NEW MOTION IN THE EVENT THAT THE RECORD AS IT DEVELOPS WOULD WARRANT THE SAME. BY THE COURT, J. WESLEY OLER, JR, J. 9/07/05 142 RESPONSES OF BARBARA MCK.MUMMA AND LISA M MORGAN TO OBJECTORS DISCOVERY REEQUESTS IN THE FORM OF INTERROGATORIES AND REQUESTS FOR PRODUCTION OF DOCUMENTS TO 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 09263501122012 Cumberland County - Orphans Court PaI~12/2012 ORC621 Case No 1986-00398 9/21/05 145 ORDER OF COURT AND NOW, THIS 20TH DAY OF SEPTEMBER, 2005, UPON CONSIDERATION OF THE NOTICE OF APPEAL FILED IN THE ABOVE-CAPTIONED MATTER, APPELLANT IS DIRECTED, PURSUANT TO PA R.A.P. 1925(B), TO FILE OF RECORD IN THIS COURT AND TO SERVE UPON THE UNDERSIGNED JUDGE A CONCISE STATEMENT OF MATTERS COMPLAINED OF ON APPEAL NO LATER THAN 14 DAYS AFTER ENTRY OF THIS ORDER. BY THE COURT, J. WESLEY OLER, JR. 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 ORDERODATEDNIO/10/05PORT 10/24/05 149 MOTION FOR RECONSIDERATION 10/26/05 150 ORDER OF COURT DATED 10-26-05 IN RE: MOTION FOR RECONSIDERATION A RULE IS HEREBY ISSUED UPON ALL 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 10/31/05 151 ORDER OF SUPERIOR COURT DATED 10-28-2005 IN RE: APPEAL OF ROBERT M MUMMA II. AN ORDER DENYING A MOTION FOR RECUSAL IS INTERLOCUTORY AND NOT APPEALABLE. ACCORDINGLY, THE APPEAL AT N0. 1546 MDA 2005 IS QUASHED AS INTERLOCUTORY. PER CURIAM. 11/04/05 152 IN RE: OPINION PURSUANT TO PA RAP 1925 BY THE COURT J WESLEY OLER JR JUDGE 11/07/05 153 SUPPLEMENTAL RESPONSES OF BARBARA MCK. MUMMA AND LISA M MORGAN TO DISCOVERY SERVED BY ROBERT M MUMMA II 11/07/05 154 ANSWER OF BARBARA MCK. MUMMA AND LISA M MORGAN TO MOTION OF ROBERT M MUMMA II FOR RECONSIDERATION OF THE COURTS DISCOVERY ORDER 11/15/05 155 ORDER OF THE COURT DATED 11-14-05 IN RE: MOTION FOR RECONSIDERATION. UPON CONSIDERATION OF ROBERT MUMMA II'S MOTION FOR RECONSIDERATION, AND BARBARA MCK MUMMA AND LISA MORGAN'S ANSWER TO ROBERT MUMMA II, THE MOTION IS DENIED. BY THE COURT, J WESLEY OLER, JR J. 11/18/05 156 ORDER OF COURT DATED 11-17-05 IN RE: MOTION FOR RECONSIDERATION OF DISCOVERY ORDER. UPON CONSIDERATION OF THE MOTION FOR RECONSIDERATION AND THE ANSWER OF BARBARA MCK MUMMA AND LISA MORGAN, AND IT APPEARING THAT THE COURT DEFERRED THE MATTER TO TAYLOR ANDREWS, AUDITOR, AND THE COURT THEN ENTERED AN ORDER DATED 11-17-05, THE ORDER DATED 11-17-05 IS VACATED AND THE ORDER OR COURT DATED 10-26-05 SHALL REMAIN IN FULL FORCE AND EFFECT. BY 09263501122012 Cumberland County - Orphans Court Pa e 13 ORC621 /12/2012 Case No 1986-00398 THE COURT, J WESLEY OLER, JR J. 12/12/05 157 ANSWERS OF ROBERT M MUMMA II TO EXECUTRIX OBJECTIONS TO DISCOVERY REQUESTS AFFIDAVIT 12/30/05 158 AUDITOR'S INTERIM REPORT 1/04/06 159 ORDER DATED JANUARY 3RD 2006 RE AUDITORS INTERMIN REPORT DECEMBER 200 COURTS ORDER OF 10/10/05 IS MODIFIED TO EXTEND THE DATE BY WHICH ALL OBJECTORS SHALL INSPECT AND COPY MATERIALS MADE AVAILABLE IN DISCOVERY FROM 12-12-05 OR 01-20-2006 1/26/06 160 PRAECIPE - TO FILE TRANSCRIPT OF AUDITOR'S PROCEEDINGS 1/26/06 161 TRANSCRIPT OF AUDITORS PROCEEDINGS HELD 12-8-05 2/14/06 162 PRAECIPE TO ATTACH DEED AND INDEX AS LIS PENDENS 4/24/06 163 MEMORANDUM FROM SUPERIOR COURT OF PA DATED 3-7-06. ROBERT M MUMMA II, DECEDENT'S SON, APPEALS PRO SE FROM THE 4-21-05 AND 4-29-05 ORDERS DENYING HIS REQUEST FOR A JURY TRIAL AND REFERRING HIS MOTION TO COMPEL INSPECTION OF ALL BOOKS AND RECORDS OF THE DECEDENT'S ESTATE TO AN AUDITOR. AFTER CAREFUL REVIEW, WE AFFIRM. 4/24/06 164 CERTIFICATE OF REMITTAL/REMAND OF RECORD RECEIVED 5/05/06 165 MOTION TO STRIKE LIS PENDENS 5/09/06 166 ORDER OF COURT DATED 5/9/06 IN RE: ESTATE OF ROBERT M MUMMA'S MOTION TO STRIKE LIS PEN IS. A RULE IS HEREBY ISSUED UPON ALL PARTIES TO SHOW CAUSE WHY THE RELIEF SHOULD NOT BE GRANTED. RULE RETURNABLE AT HEARING SCHEDULED 7/19/06 @1:30PM IN COURTROOMl. BY THE COURT, J WESLEY OLER, J 5/12/06 167 RETURN RECEIPT TO IVO V OTTO III ESQ RECEIVED ON 05-11-06 5/15/06 168 RETURN RECEIPT TO DARYL E CHRISTOPER ESQ AND KIRK S SOHONAGE ESQ RECEIVED ON 05-13-06 5/15/06 169 RETURN RECEIPT TO TAYLOR P ANDREWS ESQ RECEIVED ON 05-12-06 6/05/06 170 RETURN RECEIPT TO ROBERT M MUMMA II RECEIVED ON 6/03/06 6/05/06 171 5/31/06RECEIPT TO JOSEPH O'CONNOR JR AND BRADY GREEN RECEIVED ON 09263501122012 Cumberland County - Orphans Court Pa1~12/2012 ORC621 Case No 1986-00398 7/06/06 172 ORDER OF COURT DATED 7-6-06 IN RE: ESTATE OF ROBERT M MUMMAS MOTION TO STRIKE LIS PENDENS DUE TO A CONFLICT IN THE COURTS SCHEDULE THE HEARING IN THE ABOVE MATTER PREVIOUSLY SCHEDULED FOR INLCOURTROOM NO 1EBYHTDHELCOUROT JHWESDLEY OLERSJR3JUDGE6 AT 2:30 PM 9/06/06 173 ORDER OF COURT DATED 9/5/06 IN RE: MOTION TO STRIKE LIS PENDENS. THE MOTION TO STRIKE LIS PENDENS IS GRANDTED AND THE LIS PENDENS FILED IN THIS CASE IS STRICKEN. BY THE COURT, J WESLEY OLER JR J 9/29/06 174 ORDER OF COURT DATED 08 31 06 UPON CONSIDERATION OF THE ESTATE OF ROBERT M MUMMAS MOTION TO STRIKE LIS PENDENS AND FOLLOWING A HEARING HELD ON THIS DATE THE RECORD IS DECLARED CLOSED AND THE MATTER IS TAKEN UNDER ADVISMENT BY THE COURT J WESLEY OLER JR JUDGE 10/06/06 175 MOTION TO AMEND ORDER 10/06/06 176 MOTION FOR DETERMINATION OF FINALITY 10/06/06 177 NOTICE OF APPEAL 10/10/06 178 NOTICE OF APPEAL SENT USPS TO SUPERIOR COURT ON 10 10 06 10/11/06 179 ORDER OF COURT DATED 10 10 06 IN RE MOTION TO AMEND ORDER AND NOW THIS 10TH DAY OF OCTOBER 2006 UPON CONSIDERATION OF ROBERT M MUMMA II MOTION TO AMEND ORDER THE MOTION IS DENIED 10/12/06 180 ORDER OF COURT DATED 10 11 2006 IN RE MOTION FOR DETERMINATION OF FINALITY AND NOW THIS 11TH DAY OF OCTOBER 2006 UPON CONSIDERATOON OF ROBERT M MUMMA IIS MOTION FOR DETERMINATION OF FINALITY THE MOTION IS DENIED BY THE COURT J WESLEY OLER JR JUDGE 10/16/06 181 ORDER OF COURT DATED 10/13/06 IN REMOTION TO STRIKE LIS PENDENS THE TRANSCRIPT OF THE HEARING HELD ON 8/31/06 ON THE MORTION TO STRIKE LIS PENDENS, SHALL BE PREPARED AND FILED AFTER THE STENOGRAPHER HAS OBTAINED A DEPOSIT OF ONE HALF OF THE ESTIMATED CHARGE FROM APPELLANT. THE AMOUNT IS $19.38 AND APPELLANT SHALL SEND THE PAYMENT WITHIN 14 DAYS FO THE DATE OF THIS ORDER TO PATRICIA C BARRETT, COURT STENOGRAPHER, CUMBERLAND COUNTY COURTHOUSE, 1 COURTHOUSE SQAURE, CARLISLE PA. BY THE COURT, J WESLEY OLER, J. 10/16/06 182 ORDER OF COURT DATED 10/13/06 IN RE: NOTICE OF APPEAL. APPLELLANT IS DIRECTED TO FILE OF RECORD IN THIS COURT AND TO SERVE UPON THE APPEALINOELATERSETHAN 14IDAYSTAFTERNENTRY OFTTHISCORDERINBD ~HEON COURT, J WESLEY OLER, J. 09253501122012 Cumberland County - Orphans Court PaI~12/2012 ORC621 Case No 1986-00398 1C/17/06 183 SUPERIOR COURT APPEAL DOCKET SHEET DOCKET NO 1756 MDA 2006 RECORD DUE 10 26 2006 10/27/06 184 STATEMENT OF MATTERS COMPLAINED OF 10/30/06 185 TRANSCRIPT OF PROCEEDINGS 11/13/06 186 OPINION PURSUANT TO PA RAP 1925 BY J WESLEY OLER JR JUDGE 11/15/06 187 PRAECIPE FOR ENTRY OF APPEARANCE OF ERIC J WIENER ON BEHALF OF ROBERT M MUMMA II BARBARA M MCCLURE AND LINDA M ROTH 11/17/06 188 RECORD SENT VIA UPS 11/17/2006 11/20/06 189 SECOND SUPPLEMENTAL RESPONSES OF BARBARA MCK MUMMA AND LISA M MORGAN TO DISCOVERY SERVED BY ROBERT M MUMMA II 11/22/06 190 CERTIFICATE AND TRANSMITTAL OF RECORD RECEIVED 11/29/06 191 PRAECIPE FOR ENTRY OF APPEARANCE OF ERIC J WIENER 1/05/07 192 ORDER IN RE ESTATE OF ROBERT M MUMMA DECEASED APPEAL OF ROBERT M MUMMA II THE MOTION TO QUASH THIS APPEAL IS HEREBY GRANTED THE REQUEST FOR ATTORNEYS FEES IS HEREBY DENIED PER CURIAM WZ 1/23/07 193 PRAECIPE FOR ENTRY OF APPEARANCE OF ROBERT M MUMMA II PRO SE 1/24/07 194 PETITION FOR LEAVE TO WITHDRAW AS COUNSEL 1/24/07 195 ORDER OF COURT DATED 01/24/07 IN RE PETITION FOR LEAVE TO WITHDRAW AS COUNSEL AND ALL COUNSEL BEING IN AGREEMENT THE PETITION IS GRANTED AND ERIC J WIENER ESQ IS PERMITTED TO WITHDRAW AS COUNSEL FOR ROBERT M MUMMA II IN THE ABOVE MATTER BY THE COURT J WESLEY OLER JR JUDGE 2/12/07 196 ESTATES MOTION FOR PROTECTIVE ORDER 2/16/07 197 ORDER FROM SUPERIOR COURT DATED 01/04/07 IN RE APPEAL OF ROBERT M REQUESTIFOREAT~ORNEYSOF~ESSISTHEREBYPDENIED HPERBCURIAMTED THE 2/16/07 198 SUPERIORACOURTD02%16/O~TTAL OF RECORD RECORD RECEIVED FROM 09263501122012 Cumberland County - Orphans Court PaI~l2/2012 ORC621 Case No 1986-00398 2/21/07 199 ORDER OF COURT DATED 02/20/07 IN RE MOTION FOR PROTECTIVE ORDER A RULE IS HEREBY ISSUED UPON ALL PARTIES TO SHOW CAUSE WHY THE RELIEF REQUESTED SHOULD NOT BE GRANTED RULE RETURNABLE WITHIN 10 DAYS FROM SERVICE BY THE COURT J WESLEY OLER JR JUDGE 3/05/07 200 ROBERT M MUMMA II OBJECTIONS TO ESTATES MOTION FOR PROTECTIVE ORDER 3/08/07 201 ESTATES MOTION FOR PROTECTIVE ORDER 3/15/07 202 PRAECIPE FOR ENTRY OF APPEARANCE SONNENSCHEIN NATH & ROSENTHAL LLP AND MARK A FIRM OF THAT FIRM AJW 3/27/07 203 ORDER OF COURT DATED 03/26/07 IN RE MOTION FOR A PROTECTIVE ORDER REGARDING THE DEPOSITIONS OF MS BARBARA MCK MUMMA MS LISA MORGAN AND GEORGE HADLEY IT IS ORDERED AND DIRECTED AS FOLLOWS 1 THE DEPOSITION OF MS BARBARA MCK MUMMA SHALL TAKE PLACE IN FLORIDA AT A LOCATION MUTUALLY AGREED UPON BY THE PARTIES MS MUMMAS DEPOSITION SHALL BE LIMITED TO BETWEEN TWO AND FOUR HOURS 2 THE DEPOSITIONOF MS LISA M MORGAN SHALL TAKE PLACE IN FLORIDA AT A LOCATION MUTUALLY AGREED UPON BY THE PARTIES MR MORGANS DEPOSITION SHALL BE LIMITED TO ONE DAY (SIX HOURS) 3 THE DEPOSTION OF MR GEORGE HADLEY SHALL TAKE PLACE IN FLORIDA AT A LOCATION(CONT BELOW) 3/27/07 204 (CONY FROM ABOVE) MUTUALLY AGREED UPON BY THE PARTIES MR HADLEYS DEPOSITION SHALL BE LIMITED TO NO MORE THAN 2 DAYS(SIXTEEN HOURS) 4 THE ESATE SHALL BEAR THE REASONABLE COST INCURRED IN ASSOCIATION WITH TAKING THESE DEPOSITIONS AND THESE COSTS WILL BE CONSIDERED NECESSARY AND PROPER ESTATE EXPENSES APPLICATION FOR REIMBURSEMENT OF ASSOCIATED COST MUST BE SUBMITTED TO THE COURT FOR A DETERMINATION OF REASONABLENESS 5 GEORGE HADLEY IS APPEARING IN FLORIDA FOR THE LIMITED PURPOSE OF BEING DEPOSED BY THE BENEFICIARIES OF THE ESTATE AND IS NOT MAKING HIMSELF AVAILABLE FOR ANY OTHER LEGAL PURPOSE AND MAY NOT BE SERVED WITH(CONT BELOW) 3/27/07 205 (CONY FROM ABOVE) WITH SUBPOENA OR OTHER LEGAL PROCESS 6 GEORGE HADLEY SHALL BE COMPENSATED AT THE RATE OF 225 PER HOUR FOR ANY WORK HE DOES IN PREPARATION FOR AND ATTENDANCE OF HIS DEPOSITIOJ~ BY THE COURT J WESLEY OLER JR JUDGE 7/25/07 206 MOTION FOR STATUS CONFERENCE AJW 7/30/07 207 HEREBYDORDERED/THAT7AISTATUSOCONFERENCETISUSCHEDULEDNFORI09/26/07 AT 2:30PM IN COURTROOM NO 1 CUMBERLAND COUNTY COURTHOUSE CARLISLE PENNSYLVANIA BY THE COURT J WESLEY OLER JR JUDGE COPIES MAILED 07/30/07 AJW 09263501122012 Cumberland County - Orphans Court PaI~12/2012 ORC621 Case No 1986-00398 9/26/07 208 PETITION TO WITHDRAW AS COUNSEL PURSUANT TO PENNSYLVANIA RULES OF CIVIL PROCEDURE AJW 10/02/07 209 ORDER OF COURT DATED 09/26/07 IN RE PETITION TO WITHDRAW AS COUNSEL PURSUANT TO PA RULES OF CIVL PROCEDURE 1012C AND 1012 D 1 FILED BY THE LAW FIRM OF SONNENSCHIN NATH AND ROSETHAL LLP AND MARK A FINK ESQ WITH RESPECT TO THEIR REPRESENTATION OF ROBERT M MUMMA II IN THIS MATTER AND FOLLOWING A HEARING AT WHICH THE PETITION WAS OPPOSED BY ROBERT M MUMMA II BUT OTHERWISE NOT OPPOSED THE PETITION IS GRANTED AND THE LAW FIRM OF SONNENSCHIN REPRESEN~ATIONOFLROBERDT MMUMMAFIIKINSQTHASECASEUSED FROM FURTHER CONT BELOW 10/02/07 210 CONT-THE STATUS CONFERENCE PREVIOUSLY SCHEDULED FOR THIS DATE IS RESCHEDULED TO WEDNESDAY 10/03107 AT 1:30PM IN THE CHAMBERS OF THE UNDERSIGNED JUDGE AT THE COURTHOUSE ROBERT M MUMMA II OR HIS COUNSEL AT THAT TIME AND ANY OTHER COUNSEL MAY PARTICIPATE IN THE STATUS CONFERENCE BY TELEPHONE PROVIDED THAT SUCH COUNSEL AND MR MUMMA WHO WISH TO DO SO SHALL INITIATE THE CALL BY THE COURT J WESLEY OLER JR JUDGE JAA 10/05/07 211 PRAECIPE FOR WITHDRAWL OF APPEARANCE WITH LEAVE OF COURT JAA 10/15/07 212 FOILEDEBOF~CHPHGEA ~ACOBSRESQUIRECOUNSEL FOR BARBARA MANN MUMMA WSZ 10/18/07 213 ORDER OF COURT DATED 10/03/07 IN RE STATUS CONFERENCE FOLLOWING A STATUS CONFERENCE HELD ON THE RECORD AT THE REQUEST OF ROBERT M MUMMA II IT IS ORDERED AND DIRECTED AS FOLLOWS 1 DEPOSITIONS OR FURTHER DEPOSITIONS OF LISA MUMM MORGAN BARBARA MCKIMMIE MUMMA AND GEORGE W HADLEY TO BE HELD IN FLORIDA SHALL BE NOTICED BY THE ESTATE AND COMPLETED BEFORE 11/22/07 AND SUPPLEMENTAL OBJECTIONS TO BE FILED AND ANY EXPERT REPORTS OF THE OBJECTORS SHALL BE SERVED UPON ALL OTHER INTERESTED PARTIES ON OR BEFORE 01/31/08 3 ON OR BEFORE 05/31/08 ALL ADDITIONAL DISCOVERY RELATING TO ANY SUPPLEMENTAL OBJECTIONS FILED SHALL HAVE BEEN COMPLETED(CONTINUED) 10/18/07 214 CONTINUED- ANY FURTHER PROCEDURAL OR DISPOSTIVE TYPE MOTION SHALL HAVE BEEN FILED AND ANY EXPERT REPORTS OF THE ESTATE SHALL HAVE BEEN SERVED ON ALL OTHER INTERESTED PARTIES BY THE COURT J WESLEY OLER JR JUDGE COPIES MAILED 10/18/07 JAA 1/29/08 215 SUPP~EMENTALXOBJECOTIONS TIME TO FILE EXPERT REPORTS AND/OR JAA 09263501122012 Cumberland County - Orphans Court PaI~12/2012 ORC621 Case No 1986-00398 1/31/08 216 SUPPLEMENTAL OBJECTIONS FILED ROBERT M MUMMA II CAJ 2/01/08 217 OODFRLOFEXPERT REPORTSIAND%OR SUPPLEMENTAL OBJECTIONSIFILED gyME ROBERT M MUMMA II A RULE IS HEREBY ISSUED UPON ALL OTHER PARTIES TO SHOW CAUSE WHY THE RELIEF REQUESTED SHOULD NOT BE GRANTED RULE RETURNABLE WITHIN 10 DAYS THIS MATTER IS HEREBY REFERRED TO THE AUDITOR IN THIS MATTER FOR A RECOMMENDED ORDER BY THE COURT J WESLEY OLER JR JUDGE COPIES MAILED 02/01/08 JAA 2/11/08 218 RESPONSE OF BARBARA MCK MUMMA AND LISA M MORGAN TO MOTION OF ROBERT M MUMMA II FOR EXTENSION OF TIME TO FILE EXPERT REPORTS AND OR SUPPLEMENTAL OBJECTIONS AJW 3/28/08 219 PRAECIPE TO MAKE DEPOSITIONS PART OF THE RECORD AJW 4/01/08 220 PRAECIPE TO MAKE DEPOSITIONS PART OF THE RECORD WSZ 4/01/08 221 PRAECIPE TO MAKE DEPOSITIONS PART OF THE RECORD WSZ 4/02/08 222 THEIDE~MEDODENIALNOFCEXCEPDIONSIUNDERRPAHORPNHANS ~OURTERULEE7~1(F) CAJ 4/15/08 223 MOTION WSZ 4/23/08 224 ORDER OF COURT DATED 4/22/2008 IN RE MOTION TO QUASH & GENERAL OBJECTION TO INTERROGATORIES AND REQUEST FOR PRODUCTION OF DOCUMENTS UPON CONSIDERATION THIS MATTER IS REFERRED TO THE ONTHERISSUEOAND A RECOMMENEDFORDERRBOSTHEFCOURTIJFWESLEYIOLERP~RT J COPIES MAILED 4/24/08 VIA USPS CAJ 4/30/08 225 EXECUTRIXES MOTION TO COMPEL WSZ 5/01/08 226 WO~ION FOR A PROTECTIVE ORDER AND MOTION FOR STAY OF PROCEEDINGS 5/02/08 227 EXECUTRIXES' ANSWER TO ROBERT M MUMMA II'S MOTION TO QUASH AND 09263501122012 Cumberland County - Orphans Court Page 19 ORC621 I/12/2012 Case No 1986-00398 GENERAL OBJECTION TO INTERROGATROIES AND REQUEST FOR PRODUCTION OF DOCUMENTS AJW 5/06/08 228 EXECUTRICXES EMERGENCY MOTION FOR PROTECTIVE ORDER WSZ 5/13/08 229 ORDER OF COURT DATED 5/13/08 IN RE PETITION TO ORPHANS COURT DIVISION FOR THE ENTRY OF THE DATE OF THE DEEMED DENIAL OF EXCEPTIONS A RULE IS HEREBY ISSUED UPON ALL INTERESTED PARTIES TO SHOW CAUSE WHY THE RELIEF REQUESTED SHOULD NOT BE GRANTED RULE RETURNABLE WITHIN 30 DAYS OF SERVICE PETITIONER SHALL BE RESPONSIBLE FOR SERVICE OF THE ABOVE CAPTIONED PETITION AND ORDER PROOF OF SERVICE IS TO BE FILED WITH THE ORPHANS COURT -BY THE COURT J WESLEY OLER J COPIES MAILED 5/14/08 CAJ 5/13/08 230 ORDER OF COURT DATED 5/12/08 IN RE MOTION FOR A PROTECTIVE ORDER AND MOTION FOR A STAY OF PROCEEDINGS ON 5/1/ 08 A RULE IS ISSUED UPON ALL OTHER PARTIES TO SHOW CAUSE WHY THE RELIEF REQUESTED SHOULD NOT BE GRANTED RULE RETURNABLE WITHIN 10 DAYS OF THE DATE OF THIS ORDER THIS MOTION FOR A PROTECTIVE ORDER AND MOTION FOR A STAY OF PROCEEDINGS AND ANY ANSWER THERETO ARE REFERRED TO AUDITOR TAYLOR P ANDREWS FOR A BRIEF INTERIM REPORT ON THE ISSUE AND RECOMMENDED ORDER -BY THE COURT J WESLEY OLER JR J COPIES MAILED 5/14/08 CAJ 5/13/08 23.1 ORDER OF COURT DATED 5/12/08 IN RE EXECUTRIXES EMERGENCY MOTION FOR PROTECTIVE ORDER A RULE IS HEREBY ISSUED ALL OTHER PARTIES TO SHOW CAUSE WHY THE RELIEF REQUESTED SHOULD NOT BE GRANTED RULE RETURNABLE WITHIN 10 DAYS OF THE DATE OF THIS ORDER THE EMERGENCY MOTION FOR PROTECTIVE ORDER IS REFERRED TO THE AUDITOR TAYLOR P ANDREWS FOR A BRIEF INTERIM REPORT ON THE ISSUE AND A RECOMMENDED ORDER THIS DISCOVERY IS STAYED IN THE INTERIM -BY THE COURT J WESLEY OLER JR J COPIES MAILED 5/14/08 CAJ 5/13/08 232 ORDER OF COURT DATED 5/12/08 IN RE EXECUTRIXES MOTION TO COMPEL EXE~UTR~XES MOTIONN~O COMPEL/IN/THE ABOVEOCAPDTIONEDOMATTERHFILED 4/30/08 A RULE IS ISSUED UPON ROBERT M MUMMA II TO SHOW CAUSE WHY THE RELIEF REQUESTED SHOULD NOT BE GRANTED RULE RETURNABLE WITHIN 10 DAYS OF THE DATE OF THIS ORDER THIS MOTION TO COMPEL AND ANY ANSWER IN RESPONSE TO THE RULE IS REFERRED TO THE AUDITOR TAYLOR P ANDREWS FOR A BRIEF INTERIM REPORT ON THE ISSUE AND RECOMMENDED ORDER -BY THE COURT J WESLEY OLER JR J COPIES MAILED 5/14/08 CAJ 5/22/08 233 RESPONSE OF ROBERT M MUMMA II TO THE EXECUTRICES' MOTION TO COMPEL FILED 04/30/08 AJW 09263501122012 Cumberland County - Orphans Court Pa e 20 ORC621 q 1/12/2012 Case No 1986-00398 5/22/08 234 RESPONSE OF ROBERT M MUMMA II TO THE EXECUTRICES' EMERGENCY MOTION FOR A PROTECTIVE ORDER FILED 05/06/08 AJW 5/23/08 235 PROOF OF SERVICE DATE: 04/02/08 DOCUMENT: PETITION SERVED BY: ROBERT M MUMMA II METHOD OF SERVICE: USPS DATE OF SERVICE: 5/22/08 CAJ 5/30/08 236 FURTHER MOTION FOR VACATION OF APPOINTMENT OF ATTORNEY ANDREWS AS AUDITOR PURSUANT TO ORPHANS' COURT ORDER OF 10/03/07 AJW 5/30/08 237 FURTHER MOTION FOR RECUSAL OF JUDGE OLER PURSUANT TO ORPHANS' COURT ORDER OF 10/03/07 AJW 5/30/08 238 FURTHER MOTION FOR SUPPLEMENTAL ACCOUNTING PURSUANT TO ORPHANS' COURT ORDER OF 10/03/07 AJW 5/30/08 239 FURTHER MOTION FOR FILING OF A SUPPLEMENTAL INVENTORY PURSUANT TO ORPHANS' COURT ORDER OF 10/30/07 AJW 5/30/08 240 FURTHER MOTION FOR REMOVAL OF EXECUTRICES AND/OR TRUSTEES PURSUANT TO ORPHANS' COURT ORDER OF 10/30/07 AJW 5/30/08 241 FURTHER MOTION FOR DISCLOSURE AS TO EXECUTRICES' AND/OR TRUSTEE' STATUS AS TO SHAREHOLDERS PURSUANT TO ORPHANS' COURT ORDER OF 10/03/07 AJW 5/30/08 242 FURTHER MOTION FOR JURY TRIAL PURSUANT TO ORPHANS' COURT ORDER OF AJW03/07 5/30/08 243 FURTHER MOTION FOR DISCLOSURE OF DECEDENT'S FOREIGN BANK ACCOUNTS OFD10/03/07IAJWSAFE DEPOSIT BOX PURSUANT TO ORPHANS' COURT ORDER 5/30/08 244 PETITION FOR JUDICIAL NOTICE AJW 5/30/08 245 MOTION OF BARBARA MCK MUMMA AND LISA M MORGAN TO STRIKE EXPERT REPORTS OF ROBERT C MAY ESQ 09263561122012 Cumberland County - Orphans Court Page 21 ORC621 I/12/2012 Case No 1986-00398 AJW 5/30/08 246 MOTION OF BARBARA MCK MUMMA AND LISA M MORGAN TO DISMISS OBJECTIONS ASSERTING BARBARA MCK MUMMA'S EXERCISE OF WITHDRAWAL RIGHTS UNDER ARTICLE SEVENTH OF WILL WAS INVALID OR IMPROPER AJW 5/30/08 247 MOTION IN LIMINE OF BARBARA MCK MUMMA AND LISA M MORGAN TO EXCLUDE ARGUMENT AND EVIDENCE AS TO MATTERS PERVIOUSLY ADJUDICATED AJW 5/30/08 248 MOTION OF BARBARA MCK MUMMA AND LISA M MORGAN TO DISMISS OBJECTIONS BASED UPON PURPORTED EXISTENCE OF AGREEMENT AMOUNT SHAREHOLDERS OF PENNSYLVANIA SUPPLY COMPANY AJW 5/30/08 249 PRAECIPE TO THE ORPHANS COURT PLEASE FILE ON THE DOCKET AND MAKE THE ATTACHED CURRICULUM VITAE OPINION LETTER 1 OPINION LETTER 2 OPINION LETTER 3 AND OPINION LETTER 4 OF DAVID C CLEAVER PART OF THE RECORD AJW 6/02/08 250 SUPPLEMENTAL EXPERT REPORT PURSUANT TO ORPHANS' COURT ORDER OF 10/30/07 AJW 6/06/08 251 PRAECIPE PLEASE FILE ON THE DOCKET AND MAKE THE ATTACHED EXPERT REPORTS FIRST AND SECOND OF ROBERT C MAY ESQ WHICH WERE PREVIOUSLY SERVICE ON 01/31/08 PURSUANT TO JUDGE OLER'S ORDER OF 10/03/07 PART OF THE RECO D ROBER M MUMMA II AJW 6/24/08 252 RESPONSE TO PETITION TO ORPHANS COURT DIVISION FOR THE ENTRY OF THE DATE OF THE DEEMED DENIAL OF EXCEPTIONS UNDER PENNSYLVANIA ORPHANS COURT RULE 7.1 (F) AND NEW MATTER WSZ 6/26/08 253 MOTION OF BARBARA MCK MUMMA AND LISA M MORGAN TO COMPEL DISCLOSURE AJW 6/26/08 254 ORDER OF COURT DATED 06/26/08 IN RE FURTHER MOTION OF VACATION OF APPOINTMENT OF ATTORNEY ANDREWS AS AUDITOR UPON CONSIDERATION AS AUDITOR PURSUANT//TO ORPHAN'S COURT ORDER OF 10/03/07 A HEARING OLDERHJRUJEDERVICEBMAILED VIA9USPSMONN06/27/08YAJWE COURT J WESLEY 6/26/08 255 ORDER OF COURT DATED 06/26/08 IN RE FURTHER MOTION FOR RECUSAL OF JUDGE OLER UPON CONSIDERATION OF THE FURTHER MOTION FOR RECUSAL OF JUDGE OLER PURSUANT TO ORPHANS COURT ORDER OF 10/03/07 A HEARING IS SCHEDULED FOR 08/18/08 AT 9:30AM IN CTR 1 BY THE COURT J WESLEY OLER JR J SERVICE MAILED VIA USPS ON 06/26/08 09263501122012 Cumberland County - Orphans Court Page 22 ORC621 1/12/2012 Case No 1986-00398 AJW 7/02/08 256 ORDER OF COURT DAETD 07/01/08 IN RE MOTION OF BARBARA MCK MUMMA AND LISA M MORGAN TO COMPEL DISCLOSURE A RULE IS HEREBY ISSUED UPON ROBERT M MUMMA II TO SHOW CAUSE WHY THE RELIEF REQUESTED SHOULD NOT BE GRANTED RULE RETURNABLE WITHIN 14 DAYS OF SERVICE THE ISSUE RAISED BY THIS MOTION IS HEREBY REFERRED TO TAYLOR P ANDREWS ESQ AUDITOR FOR A BRIEF INTERIM REPORT AND RECOMMENDED ORDER BY THE COURT J WESLEY OLER JR J COPIES MAILED VIA USPS ON 07/03/08 AJW 7/02/08 257 ORDER OF COURT DATED 07/01/08 IN RE FURTHER MOTION FOR JURY TRIAL PURSUANT TO ORPHANS' COURT ORDER OF 10/03/07 A RULE IS HEREBY ISSUED UPON ALL OTHER INTERESTED PARTIES TO SHOW CAUSE WHY THE RELIEF REQUESTED SHOULD NOT BE GRANTED RULE RETURNABLE WITHIN 14 DAYS OF SERVICE THE ISSUE RAISED BY THIS MOTION IS HEREBY REFERRED TO TAYLOR P ANDREWS ESQ AUDITOR FOR A BRIEF INTERIM REPORT AND RECOMMENDED ORDER BY THE COURT J WESLEY OLER JR J COPIES MAILED VIA USPS ON 07/03/08 AJW 7/02/08 258 ORDER OF COURT DATED 07/01/08 IN RE FURTHER MOTION FOR DISCLOSURE OF DECEDENT'S FOREIGN BANK ACCOUNTS AND OR FOREIGN SAFE DEPOSIT BOXES PURSUANT TO OPRHANS' COURT ORDER OF 10/03/07 A RULE IS HEREBY ISSUED UPON ALL OTHER INTERESTED PARTIES TO SHOW CAUSE WHY THE RELIEF REQUESTED SHOULD NOT BE GRANTED RULE RETURNABLE IN 14 DAYS OF SERVICE THE ISSUE RAISED BY THIS MOTION IS HEREBY REFERRED TO TAYLOR ANDREWS ESQ AUDITOR FOR A BRIEF INTERIM REPORT AND RECOMMENDED ORDER BY THE COURT J WESLEY OLER JR J COPIES MAILED VIA USPS ON 07/03/08 AJW 7/02/08 259 ORDER OF COURT DATED 07/01/08 IN RE FURTHER MOTION FOR REMOVAL OF EXECUTRICES AND OR TRUSTEES PURSUANT TO ORPHANS' COURT ORDER OF 10/03/07 A RULE IS HEREBY ISSUED UPON ALL OTHER INTERESTED PARTIES TO SHOW CAUSE WHY THE RELIEF REQUESTED SHOULD NOT BE GRANTED RULE RETURNABLE WITHIN 14 DAYS OF SERVICE THE ISSUE RAISED BY THIS MOTION IS HEREBY REFERRED TO TAYLOR P ANDREWS ESQ AUDITOR FOR A BRIEF INTERIM REPORT AND RECOMMENDED ORDER BY THE COURT J WESLEY OLER JR J COPIES MAILED VIA USPS ON 07/03/08 AJW 7/02/08 260 ORDER OF COURT DATED 07/01/08 IN RE FURTHER MOTION FOR FILING OF A SUPPLEMENTAL INVENTORY PURSUANT TO ORPHANS' COURT ORDER OF 10/03/07 A RULE IS HEREBY ISSUED UPON ALL OTHER INTERESTED PARTIES TO SHOW CAUSE WHY THE RELIEF REQUESTED SHOULD NOT BE GRANTED RULE RETURNABLE WITHIN 14 DAYS OF SERVICE THE ISSUE RAISED BY THIS MOTION IS HEREBY REFERRED TO TAYLOR P ANDREWS ESQ AUDITOR FOR A BRIEF INTERIM REPORT AND RECOMMENDED ORDER BY THE COURT J WESLEY OLER JR J COPIES MAILED VIA USPS ON 07/03/08 AJW 7/02/08 261 ORDER OF COURT DATED 07/01/08 IN RE FURTHER MOTION FOR 09263501122012 Cumberland County - Orphans Court Page 23 ORC621 I/12/2012 Case No 1986-00398 SUPPLEMENTAL ACCOUNTING PURSUANT TO ORPHANS' COURT ORDER OF 10/03/07 A RULE IS HEREBY ISSUED UPON ALL OTHER INTERESTED PARTIES TO SHOW CAUSE WHY THE RELIEF REQUESTED SHOULD NOT BE GRANTED RULE RETURNABLE WITHIN 14 DAYS OF SERVICE THE ISSUE RAISED BY THIS MOTION IS HEREBY REFERRED TO TAYLOR P ANDREWS ESQ AUDITOR FOR A BRIEF INTERIM REPORT AND RECOMMENDED ORDER BY THE COURT J WESLEY OLER JR J COPIES MAILED VIA USPS ON 07/03/08 AJW 7/02/08 262 ORDER OF COURT DATED 07/01/08 IN RE FURTHER MOTION FOR DISCLOSURE OF EXECUTRICES' AND OR TRUSTEES' STATUS AS SHAREHOLDERS PURSUANT TO ORPHANS' COURT ORDER 10/03/07 A RULE IS HEREBY ISSUED UPON ALL OTHER INTERESTED PARTIES TO SHOW CAUSE WHY THE RELIEF REQUESTED SHOULD NOT BE GRANTED RULE RETURNABLE WITHIN 14 DAYS OF SERVICE THE ISSUE RAISED BY THIS MOTION IS HEREBY REFERRED TO TAYLOR ANDREWS ESQ AUDITOR FOR A BRIEF INTERIM REPORT AND RECOMMENDED ORDER BY THE COURT J WESLEY OLER JR J COPIES MAILED VIA USPS ON 07/03/08 AJW 7/03/08 263 ORDER OF COURT DATED 07/02/08 IN RE PETITION TO ORPHANS' COURT DIVISION FOR THE ENTRY OF THE DATE OF THE DEEMED DENIAL OF EXCEPTION UNDER PENNSYLVANIA ORPHANS' COURT RULE 7.1 F THE ISSUE IS REFERRED TO TAYLOR P ANDREWS ESQ AUDITOR FOR A BRIEF INTERIM REPORT AND RECOMMENDED ORDER BY THE COURT J WESLEY OLER JR J COPIES MAILED VIA USPS ON 07/03/08 AJW 7/10/08 264 PRELIMINARY OBJECTIONS OF PETITIONER FILED IN RESPONSE TO THE EXECUTRICES NEW MATTER TO PETITION TO ORPHANS COURT DIVISION FOR THE ENTRY OF THE DATE OF THE DEEMED DENIAL OF EXCEPTIONS UNDER PENNSYLVANIA ORPHANS COURT RULE 7.1F WSZ 7/11/08 265 ANSWER AND NEW MATTER OF ROBERT M MUMMA II TO THE MOTION OF BARBARA MCK. MUMMA AND LISA M MORGAN TO COMPEL DISCLOSURE AKK 7/15/08 266 RETURN OF SERVICE CAJ 7/16/08 267 ORDER OF COURT DATED 07/15/08 IN RE PRELIMINARY OBJECTIONS OF PETITIONER FILED IN RESPONSE TO THE EXECUTRICES' NEW MATTER TO PETITION TO ORPHANS' COURT DIVISION FOR THE ENTRY OF THE DATE OF THE DEEMED DENIAL OF EXCEPTIONS UNDER RULE 7.1F UPON CONSIDERATION OF THE ATTACHED PRELIMINARY OBJECTIONS THIS MATTER IS REFERRED TO TAYLOR P ANDREWS ESQ AUDITOR FOR A BRIEF INTERIM REPORT AND RECOMMENDED ORDER BY THE COURT J WESLEY OLER JR J COPIES MAILED VIA USPS ON 07/17/08 AJW 7/16/08 268 RESPONSE OF BARBARA MCK MUMMA AND LISA M MORGAN TO FURTHER MOTION OF ROBERT M MUMMA II FOR SUPPLEMENTAL INVENTORY PURSUANT TO ORPHANS COURT ORDER OF OCTOBER 3 2007 09263501122012 Cumberland County - Orphans Court Pa e 24 ORC621 /12/2012 Case No 1986-00398 WSZ 7/16/08 269 RESPONSE OF BARBARA MCK MUMMA AND LISA M MORGAN TO FURTHER MOTION OF ROBERT M MUMMA II FOR REMOVAL OF EXECUTRICES AND OR TRUSTEES PURSUANT TO ORPHANS COURT ORDER OF OCTOBER 3 2007 wsz 7/16/08 270 RESPONSE OF BARBARA MCK MUMMA AND LISA M MORGAN TO FURTHER MOTION OF ROBERT M MUMMA II FOR JURY TRIAL PURSUANT TO ORPHANS COURT ORDER OF OCTOBER 3 2007 WSZ 7/16/08 271 RESPONSE OF BARBARA MCK MUMMA AND LISA M MORGAN TO FURTHER MOTION OF ROBERT M MUMMA II FOR DISCLOSURE OF EXECUTRICES AND OR TRUSTEES STATUS AS SHAREHOLDERS PURSUANT TO ORPHANS COURT ORDER OF OCTOBER 3 2007 WSZ 7/16/08 272 RESPONSE OF BARBARA MCK MUMMA AND LISA M MORGAN TO FURTHER MOTION OF ROBERT M MUMMA II FOR SUPPLEMENTAL INVENTORY PURSUANT TO ORPHANS COURT ORDER OF OCTOBER 3 2007 WSZ 7/16/08 273 RESPONSE OF BARBARA MCK MUMMA AND LISA M MORGAN TO FURTHER MOTION OF ROBERT M MUMMA II FOR DISCLOSURE OF DECEDENTS FOREIGN BANK ACCOUNTS AND OR FOREIGN SAFE DEPOSIT BOXES PURSUANT TO ORPHANS COURT ORDER OF OCTOBER 3 2007 WSZ 7/17/08 274 RESPONSE OF OF ROBERT M ORPHANS COU CAJ 8/13/08 275 RESPONSE OF OF ROBERT M COURT ORDER WSZ BARBARA MCK MUMMA AND LISA M MORGAN TO FURTHER MOTION MUMMA II FOR SUPPLEMENTAL ACCOUNTING PURSUANT TO ZT ORDER OF OCTORBER 3 2007 BARBARA MCK MUMMA AND LISA M MORGAN TO FURTHER MOTION MUMMA II FOR RECUSAL OF JUDGE OLER PURSUANT TO ORPHANS OF OCTOBER 3 2007 8/13/08 276 RESPONSE OF BARBARA MCK MUMMA AND LIS M MORGAN TO FURTHER MOTION OF ROBERT M MUMMA II FOR VACATION OF APPOINTMENT OF ATTORNEY ANDREWS AS AUDITOR PURSUANT TO ORPHANS OCURT ORDER OF OCTOBER 3 2007 WSZ 8/22/08 277 MOTION TO DISQUALIFY MORGAN LEWIS & BOCKIUS AND THE MARTSON LAW OFFICE FROM CONTINUING LEGAL REPRESENTATION OF THE ESTATE AND THE TRUSTS AJW 8/25/08 278 ORDER OF COURT DATED 08/25/08 IN RE CORRESPONDENCE UPON 09263501122012 Cumberland County - Orphans Court Pa e 25 ORC521 /12/2012 Case No 1986-00398 CONSIDERATION OF THE ATTACHED LETTER FROM ROBERT M MUMMA II THE REQUEST FOR AN EXTENSION OF TIME FOR SUBMITTING BRIEFS IS DENIED BY THE COURT J WESLEY OLER JR J COPIES MAILED VIA USPS ON 08/25/08 AJW 8/27/08 279 ORDER OF COURT DATED 08/27/08 IN RE LETTER FROM ROBERT M MUMMA II AND THE LETTER FROM GEORGE B FALLER JR UPON CONSIDERATION OF THE ATTACHED LETTER FROM ROBERT M MUMMA II AND THE LETTER FROM GEORGE B FALLER JR REPRESENTING THAT ALL INTERESTED PARTIES AGREE TO AN EXTENSION OF TIME TO SUMBIT AN AGREED UPON LIST OF CANDIDATES TO ACT AS AUDITOR IN THE ABOVE MATTER THE REQUEST FOR AN EXTENSION OF TIME IS GRANTED AND THE LIST OF AGREED UPON CANDIDATES IS DUE BY 09/10/08 THE COURT WILL NOT CONSIDER RECOMMENDATIONS FOR THE POSITION THAT ARE NOT AGREED TO BY ALL INTERESTED PARTIES BY THE COURT J WESLEY OLER JR J COPIES MAILED VIA USPS ON 08/27/08 AJW 8/28/08 280 ORDER OF COURT DATED 08/28/08 IN RE MOTION TO DISQUALIFY MORGAN LEWIS & BROCKIUS AND THE MARTSON LAW OFFICE FROM CONTINUTING LEGAL REPRESENTATION OF THE ESTATE AND THE TRUSTS IT IS ORDERED THAT 1 A RULE IS ISSUED UPON ALL INTERESTED PARTIES AND THE SAID LAW FIRMS TO SHOW CAUSE WHY MOVANT IS NOT ENTITLED TO THE RELIEF REQUESTED 2 ANSWERS TO THE MOTION SHALL BE FILED WITHIN 21 DAYS OF THE DATE OF THIS ORDER 3 THE PETITION SHALL BE DECIDED UNDER PA R C P 206.7 4 DISPOSITIONS SHALL BE COMPLETED WITHIN 49 DAYS OF THE DATE OF THIS ORDER 5 ARUGMENT SHALL BE HELD ON 12/17/08 AT 11AM IN CTR 1 6 BRIEFS SHALL BE SUBMITTED AT LEAST SEVEN DAYS 8/28/08 281 CON'T PRIOR TO ARGUMENT 7 PENDING ARGUMENT AND FURTHER ORDER OF COURT NEITHER LAW FIRM IS PROHIBITED FROM CONTINUING ITS REPRESENTATION OF RECORD HEREIN BY THE COURT J WESLEY OLER JR J COPIES MAALED VIA USPS ON 08/28/08 AJW 8/29/08 282 ORDER OF COURT DATED 08/18/08 IN RE RECORD DECLARED CLOSED UPON CONSIDERATION OF THE FURTHER MOTION FOR RECUSAL OF JUDGE OLER PURSUANT TO ORPHANS' COURT ORDER OF 10/03/07 AND THE FURTHER MOTION FOR VACATION OF APPOINTMENT OF ATTORNEY ANDREWS AS AUDITOR PURSUANT TO ORPHANS' COURT ORDER OF 10/03/07 AND FOLLOWING A HEARING AT WHICH THE COURT INDICATED THAT IT WOULD APPOINT AN AUDITOR TO REPLACE TAYLOR P ANDREWS ESQ AS AUDITOR IN THE EVENT THAT ALL INTERESTED PARTIES AGREE UPON THE INDIVIDUAL TO BE APPOINTED WHO SHALL BE AN ATTORNEY IN CUMBERLAND COUNTY PENNSYLVANIA AND AT WHICH IT INDICATED THAT THE REPLACEMENT 8/29/08 283 CON'T APPOINTMENT WOULD BE OF THE COURT'S CHOOSING IN THE EVENT THAT THE INTERESTED PARTIES WERE NOT ABLE TO AGREE WITHIN 7 DAYS OF TODAY'S DATE ON SUCH A REPLACEMENT THE RECORD IS DECLARED CLOSED AND THE MATTER IS TAKEN UNDER ADVISEMENT THE COURT WILL RECEIVE BRIEFS FROM ANY INTERESTED PARTY WITHIN 14 DAYS OF TODAY'S DATE WITH RESPECT TO THE ISSUES WHICH HE OR SHE PERCEIVES TO EXIST WITH RESPECT TO THIS HEARING BY THE COURT J WESLEY OLER JR J COPIES MAILED VIA USPS ON 08/29/08 AJW 9/08/08 284 EMERGENCY MOTION TO PREVENT PUBLIC SALE OF REAL ESTATE BY TAX 09263501122012 Cumberland County - Orphans Court Page 26 ORC621 1/12/2012 Case No 1986-00398 CLAIM BUREAU DUE TO NONPAYMENT OF DELIQUENT TAXES BY THE EXECUTRICES/TRUSTEES CAJ 9/10/08 285 ORDER OF COURT DATED 09/10/08 IN RE MOTION OF BARBARA MCK MUMMA AND LISA M MORGAN TO DISMISS OBJECTIONS BASED UPON PURPORTED EXISTENCE OF AGREEMENT AMOUNG SHAREHOLDERS OF PA SUPLY COMPNY A RULE IS HEREBY ISSUED UPON ROBERT M MUMMA II TO SHOW CAUSE WHY THE RELIEF REQUESTED IN THE MOTION SHOULD NOT BE GRANTED AND THE ISSUE RAISED IN THEMOTION IS REFERRED TO THE AUDITOR FOR REVIEW AND A BRIEF INTERIM REPORT WITH A RECOMMENDATION AS TO ITS DISPOSITION RULE RETURNABLE WITHIN 20 DAYS OF SERVICE BY THE COURT J WESLEY OLER JR J COPIES MAILED VIA USPS ON 09/10/08 AJW 9/10/08 286 ORDER OF COURT DATED 09/10/08 IN RE MOTION IN LIMINE OF BARBARA MCK MUMMA AND LISA M MORGAN TO EXCLUDE ARGUMENT AND EVIDENCE AS TO MATTERS PREVIOUSLY ADJUDICATED A RULE IS HEREBY ISSUED UPON ROBERT M MUMMA II TO SHOW CAUSE WHY THE RELIEF REQUESTED SHOULD NOT BE GRANTED AND THE ISSUE RAISED IN THE MOTION IS REFERRED TO THE AUDITOR FOR REVIEW AND A BRIEF INTERIM REPORT WITH A RECOMMENDATION AS TO ITS DISPOSITION RULE RETURNABLE WITHIN 20 DAYS OF SERVICE BY THE COURT J WESLEY OLER JR J AJWIES MAILED VIA USPS ON 09/10/08 9/10/08 287 ORDER OF COURT DATED 09/10/08 IN MOTION OF BARBARA MCK MUMMA AND LISA M MORGAN TO STRIKE EXPERT REPORTS OF REBERT C MAY ESQ A RULE IS ISSUED UPON ROBERT M MUMMA II TO SHOW CAUSE WHY THE RELIEF REQUESTED SHOULD NOT BE GRANTED AND THE ISSUE RAISED IN THE MOTION IS REFERRED TO THE AUDITOR FOR A REVIEW AND A BRIEF INTERIM REPORT WITH A RECOMMENDATION AS TO ITS DISPOSITION RULE RETURNABLE WITHIN 20 DAYS OF SERVICE BY THE COURT J WESLEY OLER JR J COPIES MAILED VIA USPS ON 09/10/08 AJW 9/10/08 288 ORDER OF COURT DATED 09/10/08 IN RE MOTION OF BARBARA MCK MUMMA AND LISA M MORGAN TO DISMISS OBJECTIONS ASSERTING BARBARA MCK MUMMA'S EXERCISE OF WITHDRAWAL RIGHTS UNDER ARTICLE SEVENTH OF WILL WAS INVALID OR IMPROPER A RULE IS ISSUED UPON ROBERT M MUMMA II AND BARBARA M MUMMA TO SHOW CAUSE WHY THE RELIEF REQUESTED SHOULD NOT BE GRANTED AND THE ISSUE RAISED IN THE MOTION IS REFERRED TO THE AUDITOR FOR REVIEW AND REPORT EITHER INTERIM OR FINAL WITH A RECOMMENDATION AS TO ITS DISPOSITION RULE RETURNABLE WITH 20 DAYS OF SERVICE BY THE COURT J WESLEY OLER JR J COPIES MAILED VIA USPS ON 09/10/08 AJW 9/11/08 289 MOTION OF BARBARA MCK MUMMA AND LISA M MORGAN TO COMPEL DISCOVERY RESPONSES FROM BARBARA M MUMMA AJW 9/15/08 290 OBJECTIONS OF BARBARA MANN MUMMA CAJ 9/15/08 291 ORDER OF COURT DATED 09/15/08 IN RE MOTION OF BARBARA MCK MUMMA 09263501122012 Cumberland County - Orphans Court Page 27 ORC621 1/12/2012 Case No 1986-00398 AND LISA M MORGAN TO COMPEL DISCOVERY RESPONSES FROM BARBARA M MUMMA A RULE IS ISSUED UPON BARBARA M MUMMA TO SHOW CAUSE WHY THE RELIEF REQUESTED SHOULD NOT BE GRANTED AND THE ISSUE RAISED IN THE MOTION IS REFERRED TO THE AUDITOR FOR REVIEW AND REPORT EITHER INTERIM OR FINAL WITH A RECOMMENDATION AS TO ITS DISPOSITION RULE RETURNABLE WITHIN 20 DAYS OF SERVICE BY THE COURT J WESLEY OLER JR J COPIES MAILED VIA USPS ON 09/16/08 AJW /15/08 292 ORDER OF COURT DATED 09/15/08 IN RE EMERGENCY MOTION TO PREVENT PUBLIC SALE OF REAL ESTATE BY TAX CLAIM BUREAU DUE TO NONPAYMENT OF DELINQUENT TAXES BY THE EXECTURICES TRUSTEES A RULE IS HEREBY ISSUED UPON ALL INTERESTED PARTIES TO SHOW CAUSE WHY THE RELIEF REQUESTED SHOULD NOT BE GRANTED RULE RETURNABLE ON OR BEFORE 12NOON ON FRIDAY 09/19/08 BY THE COURT J WESLEY OLER JR J COPIES MAILED VIA USPS ON 09/16/08 AJW 9/18/08 293 ANSWER AND NEW MATTER OF BARBARA MCK MUMMA AND LISA M MORGAN TO MOTION TO DISQUALIFY MORGAN LEWIS & BOCKIUS AND THE MARTSON LAW OFFICE FROM CONTINUING LEGAL REPRESENTATION OF THE ESTATE AND THE TRUSTS AJW 9/19/08 294 ANSWER OF BARBARA MCK MUMMA AND LISA M MORGAN TO EMERGENCY MOTION TO PREVENT PUBLIC SALE OF REAL ESTATE BY TAX CLAIM BUREAU DUE TO NONPAYMENT OF DELINQUENT TAXES BY THE EXECUTRICES TRUSTEES AJW 9/19/08 295 ORDER DATED 09/19/08 IN RE FURTHER MOTION FOR RECUSAL OF JUDGE OLER AND FURTHER MOTION FOR VACATION OF APPOINTMENT OF ATTORNEY ANDREWS AS AUDITOR IT IS ORDERED AND DIRECTED AS FOLLOWS 1 THE FURTHER MOTION FOR RECUSAL OF JUDGE OLER IS DENIED 2 THE APPOINTMENT OF TAYLOR ANDREWS ESQ IS VACATED AND JOSEPH D BUCKLEY ESQ IS APPOINTED AUDITOR IN HIS STEAD 3 ANY BILL WHICH MR ANDREWS CARES TO SUBMIT FOR HIS SERVICES TO DATE SHALL BE FILED OF RECORD WITHIN 30 DAYS OF THE DATE OF THIS ORDER SHALL BE CONSIDERED BY THE NEW AUDITOR IN THE COURSE OF HIS DUTIES AND SHALL BE A SUBJECT OF RECOMMENDATION IN HIS FINAL REPORT AND 4 ALL MATTERS PREVIOUSLY 9/19/08 296 CON'T REFERRED TO THE AUDITOR SHALL BE DEEMED REFERRED TO THE NEW AUDITOR IN ACCORDANCE WITH THE TERMS OF THE REFERRAL BY THE COURT J WESLEY OLER JR J COPIES MAILED VIA USPS ON 09/19/08 AJW 9/24/08 297 ORDER OF COURT DATED 09/22/08 IN RE OBJECTIONS OF BARBARA MANN MUMMA THIS MATTER IS REFERRED TO JOSEPH D BUCKLEY ESQ FOR INCLUSION IN THE ISSUES ASSIGNED TO HIM AS AUDITOR BY THE COURT J WSZLEY OLER JR JUDGE COPIES MAILED 09/24/08 9/25/08 298 ORDER OF COURT DATED 09/23/08 IN RE EMERGENCY MOTION TO PREVENT 09263501122012 Cumberland County - Orphans Court Page 28 ORC621 1/12/2012 Case No 1986-00398 PUBLIC SALE OF REAL ESTATE BY TAX CLAIM BUREAU DUE TO NONPAYMENT OF DELIQUENT TAXES BY THE EXECUTRICES/TRUSTEES AND OF THE ANSWER OF BARBARA MCK MUMMA AND LISA M MORGAN TO EMERGENCY MOTION TO PREVENT PUBLIC SLAE OF REAL ESTATE BY TAX CLAIM BUREAU DUE TO NONPAYMENT OF DELIQUENT TAXES BY THE EXECUTRICES/TRUSTEES AND THE TAX CLAIM BUREAU VERIFYING THE PAYMENT OF DELINQUENT TAXES FOR 2006 THE MOTION IS HEREBY DEEMED MOOT BY THE COURT J WESLEY OLER JR JUDGE COPIES MAILED 09/25/08 JAN 9/25/08 299 CERTIFICATE OF SERVICE OF SUBPOENA AND NOTICE OF DEPOSITION SERVED ON SAMUEL L ANDES WSZ 9/25/08 300 CERTIFICATE OF SERVICE OF SUBPOENA AND NOTICE OF DEPOSITION SERVED ON JOHN RHODES WSZ 9/29/08 301 MOTION FOR RECONSIDERATION OF THE ORPHANS COURT ORDER DATED 9/19/08 CAJ 9/29/08 302 RESPONSE OF ROBERT M MUMMA II TO THE MOTION OF BARBARA MCK MUMMA AND LISA M MORGAN TO STRIKE EXPERT REPORTS OF ROBERT C MAY ESQ CAJ 9/29/08 303 RESPONSE OF ROBERT M MUMMA II TO THE MOTION OF BARBARA MCK MUMMA AND LISA M MORGAN TO DISMISS OBJECTIONS ASSERTING BARBARA MCK MUMMAS EXERCISE OF WITHDRAWAL RIGHTS UNDER ARTICLE SEVENTH OF WILL WAS INVALID OR IMPROPER CAJ 9/29/08 304 RESPONSE OF ROBERT M MUMMA II TO THE MOTION IN LIMINE OF BARBARA MCK MUMMA AND LISA M MORGAN TO EXCLUDE ARGRUMENT AND EVIDENCE AS TO MATTERS PREVIOUSLY ADJUDICATED CAJ 9/29/08 305 RESPONSE OF ROBERT M MUMMA II TO THE MOTION OF BARBARA MCK MUMMA AND LISA M MORGAN TO DISMISS OBJECTIONS BASED UPON PURPORTED EXISTENCE OF AGREEMENT AMONG SHAREHOLDERS OF PENNSYLVANIA SUPPLY COMPANY CAJ 9/30/08 306 RESPONSE OF BARBARA M MUMMA TO MOTION OF BARBARA MCK MUMMA AND LISA M MORGAN TO DISMISS OBJECTIONS REGARDING EXERCISE OF WITHDRAWAL RIGHTS UNDER ARTICLE SEVENTH OF WILL CAJ 10/03/08 307 OHEEORPHANSUCOURTTORDER/DATED 09/19/OSTTHE MOTIONCOSSIDDNRATDION OF BY THE COURT J WESLEY OLER JR JUDGE COPIES MAILED 10/03/08 09253501122012 Cumberland County - Orphans Court Page 29 ORC621 I/12/2012 Case No 1986-00398 JAN 10/06/08 308 EXECUTRICES EMERGENCY MOTION FOR PROTECTIVE ORDER JAN 10/07/08 309 EMERGENCY MOTION OF JOSEPH A O'CONNOR JR FOR PROTECTIVE ORDER JAN 10/07/08 310 RESPONSE OF BARBARA MANN MUMMA TO MOTION OF BARBARA MCK MUMMA AND LISA M MORGAN TO COMPEL DISCOVERY RESPONSES JAN 10/07/08 311 REPLY OF ROBERT M MUMMA II TO NEW MATTER OF BARBARA MCK MUMMA AND LISA M MORGAN TO MOTION TO DISQUALIFY MORGAN LEWIS & BOKIUS AND THE MARTSON LAW OFFICE FROM CONTINUING LEGAL REPRESENTATION OF THE JASNTATE AND THE TRUSTS 10/09/08 312 MOTION BY HARRY G LAKE JR TO QUASH THE SUBPOENA ISSUED BY ROBERT M MUMMA II OR IN THE ALTERNATIVE FOR A PROTECTIVE ORDER JAN 10/09/08 313 ORDER OF COURT DATED 10/08/08 IN RE EMERGENCY MOTION OF JOSEPH A O'CONNOR JR OF PROTECTIVE ORDER THE MOTION IS GRANTED AND THE PARTIES ARE DIRECTED TO RESCHEDULE THE DEPOSITION OF JOSEPH A O'CONNOR JR TO A TIME MORE CONVENIENT FOR THE DEPOSITION IN THE EVENT THE PARTIES ARE NOT ABLE TO AGREE THE COURT WILL SET A DATE UPON MOTION BY THE COURT J WESLEY OLER JR JUDGE COPIES MAILED WSZ09/08 10/09/08 314 ORDER OF COURT DATED 10/08/08 IN RE EXECUTRICES EMERGENCY MOTION FOR PROTECTIVE ORDER A RULE IS HEREBY ISSUED UPON ROBERT M MUMMA II TO SHOW CAUSE WHY THE RELIEF REQUESTED SHOULD NOT BE GRANTED DEPOSITIONNSCHEDULEDIFOR410/13/08 ISEHEREBY STAYED PENDINGHFUTHER ORDER OF COURT BY THE COURT J WESLEY OLER JR JUDGE COPIES MAILED 10/09/08 WSZ 10/09/08 315 EMERGENCY RESPONSE OF ROBERT M MUMMA II TO THE EMERGENCY MOTION OF JOSEPH A O'CONNOR JR FOR PROTECTIVE ORDER CAJ 10/09/08 316 EMERGENCY RESPONSE OF ROBERT M MUMMA II TO THE EXECUTRICES EMERGENCY MOTION FOR PROTECTIVE ORDER CAJ 10/09/08 317 EMERGENCY RESPONSE OF ROBERT M MUMM II TO THE EMERGENCY MOTION OF JOSEPH A O'CONNOR JR FOR PROTECTIVE ORDER CAJ 09263501122012 Cumberland County - Orphans Court ORC621 Pagqe 30 I/12/2012 Case No 1986-00398 10/10/08 318 ORDER OF COURT DATED 10/09/08 IN RE MOTION BY HARRY G LAKE JR TO QUASH THE SUBPOENA ISSUED BY ROBERT M MUMMA II OR IN THE ALTERNATIVE FOR A PROTECTIVE ORDER A RULE IS ISSUED UPON ROBERT M MUMMA II TO SHOW CAUSE IF ANY HE HAS WHY THE MOTION SHOULD NOT BE GRANTED RULE RETURNABLE WITHIN 14 DAYS OF SERVICE PENDING FURTHER ORDER OF COURT THE DEPOSITION OF MR LAKE IS STAYED BY THE COURT J WESLEY OLER JR JUDGE JAONPIES MAILED 10/13/08 10/17/08 319 PRAECIPE TO FILE THE ATTACHED INVOICE FILED BY TAYLOR ANDREWS ESQ WSZ 10/17/08 320 APPLICATION OF ROBERT M MUMMA II TO AMEND ORDER OF 9/19/08 TO CERTIFY FOR PURPOSES OF TAKING AN INTERLOCUTORY APPPEAL CAJ 10/17/08 321 NOTICE OF APPEAL REQUEST FOR TRANSCRIPTS CERTIFICATE OF SERVICE CERTIFIED COPY OF DOCKET ENTRIES CAJ 10/17/08 322 PRAECIPE PLEASE ENTER THE DATE OF 7/3/00 ON THE DOCKET AS THE DATE OF THE DEEMED DENIAL OF THE EXCEPTIONS FILE BY THE EXECUTRICES/ TRUSTEES ON 3/3/00 CAJ 10/17/08 323 RESPONSE OF ROBERT M MUMMA II TO THE EXECUTRICES EMERGENCY MOTION FOR PROTECTIVE ORDER CAJ 10/21/08 324 CAJICE OF APPEAL SENT UPS TO SUPERIOR COURT ON 10/21/08 10/23/08 325 NOTICE OF AUDITORS PREHEARING STATUS CONFERENCE SCHEDULED FOR 10/29/08 AT 1:00 PM IN THE JURY DELIBERATION ROOM TO COURTROOM 4 CUMBERLAND COUNTY COURTHOUSE CARLISLE PA SUBMITTED BY JOSEPH D BUCKLEY ESQ COURT APPOINTED AUDITOR WSZ 10/23/08 326 RESPONSE OF ROBERT M MUMMA II TO THE MOTION BY HARRY G LAKE JR TO QUASH THE SUBPOENA ISSUED BY ROBERT M MUMMA II OR IN THE ALTERNATIVE FOR A PROTECTIVE ORDER CAJ 10/27/08 327 RETURN RECEIPT RECEIVED FROM SUPERIOR COURT CAJ 10/27/08 328 SUPERIOR COURT APPEAL DOCKET SHEET 09263501122012 Cumberland County - Orphans Court g ORC621 PaI/12/2012 Case No 1986-00398 DOCKET NO 1875 MDA 2008 RECORD DUE 12/16/2008 CAJ 10/27/08 329 ORDER OF COURT DATED 10/27/08 IN RE APPLICATION OF ROBERT M MUMMA II TO AMEND ORDER OF 9/19/08 TO CERTIFY FOR PURPOSES OF TAKING AN INTERLOCUTORY APPEAL UNDER APPLICATION IS DENIED COPIES MAILED VIA USPS ON 10/28/08 CAJ 10/28/08 330 ORDER OF COURT DATED 10/27/08 IN RE NOTICE OF APPEAL FILED APPELLANT IS DIRECTED TO FILE OF RECORD IN THIS COURT AND TO SERVE UPON THE UNDERSIGNED JUDGE A CONCISE STATEMENT OF MATTERS COMPLAINED OF ON APPEAL NO LATER THAN 21 DAYS AFTER ENTRY OF THIS ORDER ANY ISSUES NOT PROPERLY INCLUDED IN THE STATEMENT TIMELY FILED AND SERVED TO THIS ORDER SHALL BE DEEMED WAIVED BY THE COURT J WESLEY OLER JR JUDGE COPIES MAILED 10/28/08 WSZ 11/04/08 331 ORDER OF COURT FOR PROTECTIVE AND THE NOTICE WESLEY OLER JR COPIES MAILED ` CAJ DATED 11/4/08 IN RE EXECUTRICES EMERGENCY MOTION ORDER THE MOTION FOR A PROTECTIVE ORDER IS GRANTED OF HER DEPOSITION IS CANCELLED -BY THE COURT J J JIA USPS ON 11/4/08 11/05/08 332 MOTION DATED 11/05/08 IN RE MOTION BY HARRY G LAKE JR TO QUASH SUBPOENA UPON CONSIDERATION OF THE MOTION BY HARRY G LAKE JR TO QUASH THE SUBPOENA ISSUED BY ROBERT M MUMMA II OR IN THE ALTERNATIVE FOR A PROTECTIVE ORDER AND OF THE RESPONSE OF ROBERT M MUMMA II TO THE MOTION BY HARRY G LAKE JR TO QUASH THE SUBPOENA ISSUED BY ROBERT M MUMMA II OR IN THE ALTERNATIVE FOR A PROTECTIVE ORDER AND IT APPEARING INTER ALIA THAT ROBERT M MUMMA II HAS DECLINED TO SPECIFY THE RELEVANCE OF THE TESTIMONY OF MR LAKE TO THE ISSUE OF THE DISQUALIFICATION OF MORGAN LEWIS & BOCKUS LLP IT IS ORDERED AND DIRECTED AS FOLLOWS 1 THE MOTION IS GRANTED TO THE 11/05/08 333 CON'T EXTENT THAT THE SUBPOENA IS QUASHED AND 2 NO OTHER RELIEF IS AFFORDED TO HARRY G LAKE JR BY THE COURT J WESLEY OLER JR J COPIES MAILED VIA USPS ON 11/05/08 AJW 11/17/08 334 ROBERT M MUMMA II'S CONCISE STATEMENT OF MATTERS COMPLAINED OF ON APPEAL AJW 11/19/08 335 TRANSCRIPT OF PROCEEDINGS HELD BEFORE J WESLEY OLER JR ON 08/18/08 IN COURTROOM NO 1 JAN 11/21/08 336 MOTION FOR ENTRY OF RULE 206.7A ORDER JAN 09263501122012 Cumberland County - Orphans Court ORC621 Page 32 1/12/2012 Case No 1986-00398 11/25/08 337 MOTION FOR RECONSIDERATION OF THE ORPHANS COURT ORDER DATED CAJ4/08 11/25/08 338 MOTION FOR RECONSIDERATION OF THE ORPHANS COURT ORDER DATED 11/5/08 CAJ 11/26/08 339 ANSWERS TO MOTION FOR ENTRY OF RULE 206.7 ORDER JAN 11/26/08 340 MOTION REGARDING ORAL AGRUMENT SESSION OF 12/17/08 CAJ 12/04/08 341 MOTION TO STRIKE ANSWER TO MOTION FOR ENTRY OF RULE 206.7A ORDER AJW 12/04/08 342 AFJWTHER MOTION REGARDING ORAL ARGUMENT SESSION OF 12/17/08 12/05/08 343 ORDER OF COURT DATED 12/04/08 IN RE MOTION REGARDING ORAL ARGUMENT SESSION OF 12/17/08 SPECIFICALLY MOTION TO CANCEL ORAL ARGUMENT SESSION OR IN THE ALTERNATIVE MOTION TO RESTRICT SCOPE OF MATTERS TO BE PRESENTED FOR ADJUDICATION AT ORAL ARGUMENT OR IN THE ALTERNATIVE MOTION TO CONTINUE ORAL ARGUMENT SESSION PENDING RESOLUTION OF MOTION FOR ENTRY OF RUL 206.7A ORDER FILED BY ROBERT M MUMMA II AND IT APPEARING TO THE COURT THAT THE MOTION IS AT BEST PREMATURE IT IS DENIED WITHOUT PREJUDICE TO THE MOVANTS OFGATRESPONSEETOITHEORULEOBYATHEOLAWEFIRMSCINIQUESTION AT(CONTINUE) 12/05/08 344 CONTINUE-THE ORAL ARGUMENT SCHEDULED FOR 12/17/08 BY THE COURT J WESLEY OLER JR JUDGE COPIES MAILED 12/05/08 JAN 12/09/08 345 OPINION PURSUANT TO PA RAP 1925 JAN 12/10/08 346 MOTION FOR EVIDENTIARY HEARING WSZ 12/15/08 347 NOTICE OF TRANSMITTAL OF RECORD AND SERVICE OF LIST OF RECORDS COPIES MAILED VIA USPS 12/16/08 JAN 12/16/08 348 JE~CORD SENT TO SUPERIOR COURT VIA UPS 12/16/08 09263501122012 Cumberland County - Orphans Court Page 33 ORC621 I/12/2012 Case No 1986-00398 12/16/08 349 ORDER OF COURT DATED 12/15/08 IN RE MOTION FOR RECONSIDERATION OF THE ORPHANS COURT ORDER DATED 11/05/08 FILED BY ROBERT M MUMMA II PRO SE THE MOTION IS DENIED BY THE COURT J WESLEY OLER JR JUDGE COPIES MAILED 12/16/08 JAN 12/16/08 350 ORDER OF COURT DATED 12/15/08 IN RE MOTION TO STRIKE ANSWER TO MOTION FOR ENTRY OF RULE 206.7A ORDER FILED BY ROBERT M MUMMA II PRO SE THE MOTION IS DENIED BY THE COURT J WESLEY OLER JR JUDGE COPIES MAILED 12/16/08 JAN 12/16/08 351 ORDER OF COURT DATED 12/15/08 IN RE MOTION FOR RECONSIDERATION OF THE ORPHANS COURT ORDER DATED 11/04/08 FILED BY ROBERT M MUMMA II PRO SE THE MOTION IS DENIED BY THE COURT J WESLEY OLER JR JUDGE COPIES MAILED 12/16/08 JAN 12/16/08 352 ORDER OF COURT DATED 12/15/08 IN RE MOTION FOR EVIDENTIARY HEARING FILED BY ROBERT M MUMMA II PRO SE THE MOTION IS DENIED BY THE COURT J WESLEY OLER JR JUDGE COPIES MAILED 12/16/08 JAN 12/16/08 353 ORDER OF COURT DATED 12/15/08 IN RE FURTHER MOTION REGARDING ORAL ARGUMENT SESSION OF DECEMBER 17 2008 FILED BY ROBERT M MUMMA II THE MOTION IS DENIED WITHOUT PREJUDICE TO THE MOVANTS RIGHT TO ARGUE HIS POSITION AS TO THE EFFECT IF ANY OF AN ABSENCE OF A FIRM6NIN QUESTIONUAT THEUORABYARGUMENTRSCHEDULEDBFOR B2/17/08 AND TO ARGUE THAT DEPOSITION ANSWERS OF JOSEPH A O'CONNOR JR PERTINENT TO THE SUBJECT OF THE SAID ARGUMENT WERE IMPROPERLY WITHELD BY THE COURT J WESLEY OLER JR JUDGE COPIES MAILED IN SASE 12/16/08 WSZ 12/17/08 354 PRAECIPE PLEASE MAKE THE ATTACHED AFFIDAVIT OF DARYL E HEWITT TAKEN ON 12/15/08 PART OF THE RECORD IN THIS MATTER AJW 12/17/08 355 AFFIDAVIT AJW 12/17/08 356 PRAECIPE PLEASE MAKE THE ATTACHED RESPONSES OF BARBARA MCK MUMMA AND LISA M MORGAN TO ROBERT M MUMMA II'S REQUESTS FOR ADMISSIONS DATED 06/02/08 PART OF THE RECORD IN THIS MATTER AJW 12/17/08 357 RESPONSE OF BARBARA MCK MUMMA AND LISA M MORGAN TO ROBERT M MUMMA II'S REQUESTS FOR ADMISSION 09263501122012 Cumberland County - Orphans Court ORC621 q Paq/12/2012 Case No 1986-00398 AJW 12/18/08 358 ORDER OF COURT DATED 12/18/08 IN RE MOTION TO DISQUALIFY MORGAN LEWIS & BOCKIUS AND THE MARTSON LAW OFFICE FROM CONTINUING LEGAL REPRESENTATION OF THE ESTATE AND THE TRUSTS FOLLOWING ORAL ARGUMENT ON 12/17/08 AND IT APPEARING FROM THE ARGUMENT THAT ANY DEPOSITIONS CONDUCTED PURSUANT TO THE RULE ISSUED ON 08/28/08 HAVE NOT BEEN FILED OF RECORD A PERIOD OF 7 DAYS FROM THE DATE OF THIS ORDER IS AFFORDED TO THE PARTIES TO FILE THE SAID DEPOSITIONS OF RECORD BY THE COURT J WESLEY OLER JR JUDGE COPIES MAILED 12/18/08 JAN 12/18/08 359 CERTIFICATE AND TRANSMITTAL OF RECORD RECEIVED BACK FROM SUPERIOR COURT JAN 12/23/08 360 MOTION OF EXECUTRIXES FOR PROTECTIVE ORDER CONCERNING DEPOSITION NOTICE OF ROBERT MUMMA II BY ROBERT MUMMA II AJW 12/23/08 361 ORDER OF COURT DATED 12/23/08 IN RE MOTION OF EXECUTRIXES FOR PROTECTIVE ORDER CONCERNING DEPOSITION NOTICE OF ROBERT MUMMA II BY ROBERT MUMMA II THE MOTION IS GRANTED AND THE DEPOSITION OF ROBERT M MUMMA II ON 12/24/08 IS CANCELLED -BY THE COURT J WESLEY OLER JR J COPIES MAILED VIA USPS ON 12/23/08 CAJ 12/24/08 362 SECOND PETITION FOR JUDICIAL NOTICE CAJ 12/24/08 363 PRAECIPE PLEASE MAKE THE ATTACHED CORPORATE RECORDS OF MUMMA REALTY ASSOC DATED 12/19/1986 PURPORTED AGREEMENT AMONG TENANTS IN COMMON PART OF THE RECORD IN THIS MATTER AND AS SAME PERTAINS TO CAJ PENDING MOTION FOR DISQUALIFICATION OF THE ESTATE COUNSEL 12/24/08 364 PRAECIPE PLEASE MAKE THE ATTACHED CORPORATE RECORDS OF KIM COMPANY DATE 11/30/86 UNANIMOUS CONSENT OF SHAREHOLDERS TWO OF SAME DATE AND 12/29/61 ARTICLES OF AGREEMENT PART OF THE RECORD IN THIS MATTER AND AS SAME PERTAINS TO THE PENDING MOTION FOR DISQUALIFICATION OF THE ESTATE COUNSEL CAJ 12/24/08 365 PRAECIPE PLEASE MAKE THE ATTACHED RECORD OF MORGAN LEWIS BOCKIUS DATED 1/21/87 MEMORANDUM TO FILE PART OF THE RECORD IN THIS MATTER AND AS SAME PERTAINS TO THE PENDING MOTION FOR DISQUALIFICATION OF THE ESTATE COUNSEL CAJ 12/24/08 366 PRAECIPE PLEASE MAKE THE ATTACHED CORPORATE RECORDS OF NINE NINETY NINE INC DATED 1/7/89 MINUTES AND TRANSCRIPT AND 12/26/88 09263501122012 Cumberland County - Orphans Court ORC621 Pagge 36 I/12/2012 Case No 1986-00398 12/15/08 REGARDING THE DENIAL OF THE MOTION TO STRIKE ANSWER TO JOANNEOOFFFOURNORPHANSRCOURTOORDERS DATED 12/15/08) 1/09/09 374 MOTION FOR RECONSIDERATION OF THE ORPHANS COURT ORDER DATED 12/15/08 REGARDING THE DENIAL OF THE MOTION FOR AN EVIDENTIARY HEARING JOANNE OF FOUR ORPHANS COURT ORDERS DATED 12/15/08) 1/09/09 375 MOTION FOR CLARIFICATION AND/OR RECONSIDERATION OF THE ORPHANS JOANURT ORDER DATED 12/29/08 1/13/09 376 APPLICATION OF ROBERT M MUMMA II TO AMEND ORDER OF 12/15/08(ONE OF TWO) TO CERTIFY FOR PURPOSE OF TAKING AND INTERLOCUTORY APPEAL DER 42 PA CSA 702 (B) 1/13/09 377 APPLICATION OF ROBERT M MUMMA II TO AMEND ORDER OF 12/15/08(TWO OF TWO) TO CERTIFY FOR PURPOSE OF TAKING AN INTERLOCUTORY APPEAL JEER 42 PA CSA 702 (B) 1/14/09 378 NOTICE OF APPEAL ONE OF TWO CERTIFICATE OF SERVICE CERTIFIED COPY OF DOCKET ENTRIES AJW 1/14/09 379 NOTICE OF APPEAL TWO OF TWO CERTIFICATE OF SERVICE CERTIFIED COPY OF DOCKET ENTRIES AJW 1/14/09 380 NOTICE OF APPEAL SENT USPS TO SUPERIOR COURT ON 01/14/09 ONE OF TWO AJW 1/14/09 381 NOTICE OF APPEAL SENT USPS TO SUPERIOR COURT ON 01/14/09 TWO OF TWO AJW 1/14/09 382 ORDER OF COURT DATED 01/14/09 IN RE APPLICATION OF ROBERT M MUMMA II TO AMEND ORDER OF 12/15/08 (ONE OF TWO) TO CERTIFY FOR PURPOSES OF TAKING AN INTERLOCUTORY APPEAL UNDER 42 PA CSA 702B THE APPLICATION IS DENIED BY THE COURT J WESLEY OLER JR JUDGE JAONPIES MAILED 01/14/09 1/14/09 383 ORDER OF COURT DATED 01/14/09 IN RE APPLICATION OF ROBERT M MUMMA 0963501122012 Cumberland County - Orphans Court ORC621 Case No 1986-00398 OF TAKINGNAN INTERLOCUTORY/APPEA~ UNDERO42TPA IS DENIED BY THE COURT J WESLEY OLER JR JUDGE JO~NPIES MAILED 01/14/09 1/16/09 384 RETURN RECEIPT RECEIVED FROM SUPERIOR COURT JAN 1/16/09 385 RETURN RECEIPT RECEIVED FROM SUPERIOR COURT JAN 1/20/09 386 SUPERIOR COURT APPEAL DOCKET SHEET DOCKET NO 100 MDA 2009 RECORD DUE 03/16/09 JAN 1/20/09 387 SUPERIOR COURT APPEAL DOCKET SHEET DOCKET NO 99 MDA 2009 RECORD DUE 03/16/09 1/21/09 388 CAJICE OF AUDITORS HEARING PaI/12/2012 CERTIFY FOR PURPOSES CSA THE APPLICATION 2/03/09 389 MOTION FOR RECONSIDERATION OF THE ORPHANS COURT ORDER DATED J~/08/09 2/05/09 390 CERTIFIED ORDER ISSUED FROM SUPERIOR COURT IN RE ESTATE OF ROBERT M MUMMA APPEAL OF ROBERT M MUMMA II APPELLANT A BENEFICIARY IN THIS ESTATE MATTER HAS FILED A NOTICE OF APPEAL FROM THE 09/19/08 ORDER DENYING HIS MOTION FOR RECUSAL OF THE HONORABLE J WESLEY OLER JR THE SUBJECT ORDER ALSO APPOINTS A NEW AUDITOR IN PLACE OF THE PREVIOUSLY APPOINTED AUDITOR APPELANT IS DIRECTED TO SHOW CAUSE WITHIN 10 DAYS OF THE DATE THIS ORDER IS FILED WHY THIS APPEAL SHOULD NOT BE QUASHED AS HAVING BEEN TAKEN FROM AN ORDER THETRESPONSERI~CISODETERMINED THATANOBACTIONF6HOOULDNBER(CONTINUED 2/05/09 391 CONTINUED-BE TAKEN AT THIS TIME THE ISSUE RAISED BY THIS ORDER WILL BE REFERRED TO THE PANEL ASSIGNED TO DECIDE THE MERITS OF THE APPEAL THE APPEAL WILL CONTINUE WITHOUT FURTHER NOTICE TO THE PARTIES PER CURIUM JAN 2/09/09 392 NOTICE OF APPEAL CERTIFICATE OF SERVICE CERTIFIED COPY OF DOCKET ENTRIES WSZ 09263501122012 Cumberland County - Orphans Court ORC621 Page 38 I/12/2012 Case No 1986-00398 2/09/09 393 iNOZICE OF APPEAL MAILED VIA UPS TO SUPERIOR COURT 02/10/09 2/13/09 394 RETURN RECEIPT OF NOTICE OF APPEAL DATED 2/9/09 FROM SUPERIOR COURT wsz 2/17/09 395 SUPERIOR COURT APPEAL DOCKET SHEET DOCKET NO 270 MDA 2009 RECORD DUE 04/13/09 JAN 2/19/09 396 AUDITOR'S INTERIM REPORT FEBRUARY 2009 AND REQUEST FOR ORDER TRANSCRIPT OF PROCEEDINGS AUDITOR'S PREHEARING STATUS CONFERENCE AJW 2/27/09 397 ORDER DATED 02/26/09 IN RE AUDITORS INTERIM REPORT FEBRUARY 2009 AND REQUEST FOR ORDER IT IS HEREBY ORDERED AS FOLLOWS WITH REGARD TO THE OUTSTANDING ISSUES REGARDING DISCOVERY EVIDENCE AND PROCEDURES WHICH ALL PERTAIN TO THE OBJECTIONS THAT HAVE BEEN FILED TO THE ACCOUNTS FILED AT THIS DOCKET COUNSEL FOR THE EXECUTRICES/TRUSTEES TO THE EXTENT THAT THEY HAVE NOT PREVIOUSLY SO PROVIDED OR MADE SUCH DOCUMENTS AVAILABLE TO THE OBJECTORS SHALL PROVIDE ALL CORPORATE MINUTES BY LAWS STOCK LEDGERS AND ANY OTHER OFFICIAL CORPORATE RECORD GENERATED BY AND HELD IN THE CUSTODY OF THE CORPORATE SECRETARY FOR ANY CORPORATIONS (CONTINUED) 2/27/09 398 CONTINUED-OVER WHICH THE ESTATE AND/OR TRUST HAS CONTROL OR WHICH THE ESTATE AND/OR TRUST HAS CUSTODY SHALL BE PRODUCED AND PROVIDED TO OBJECTORS WITHIN 30 DAYS OF THIS ORDER COUNSEL FOR THE EXECUTRICES/TRUSTEES SHALL DISCLOSE ANY AND ALL FOREIGN BANK ACCOUNTS FOREIGN SAFETY DEPOSIT BOXES TOGETHER WITH THE STATUS OF EXECUTRICES/TRUSTEES AS SHAREHOLDERS TO OBJECTORS WITHIN 10 DAYS OF THIS ORDER COUNSEL FOR THE EXECUTRICES/TRUSTEES IF THEY HAVE NOT ALREADY DONE SO SHALL PROVIDE OBJECTORS WITH REDACTED COPIES OF THEIR FEES FOR PROFESSIONAL SERVICES PROVIDEC TO THE ESTATE AND THE TRUST WITHIN 10 DAYS OF THIS ORDER COUNSEL FOR THE (CONTINUED) 2/27/09 399 CONTINUED-THE EXECUTRICES/TRUSTEES SHALL AFFORD OBJECTORS IF OJECTORS DESIRE THE OPPORTUNITY TO REVIEW ANY WAREHOUSED ESTATE FILES AND RECORDS AT REASONABLE TIMES MONDAY THROUGH FRIDAY FROM 9 AM UNTIL 4 PM FROM THE DATE OF THIS ORDER UNTIL 30 DAYS HENCE OBJECTOR ROBERT M MUMMA II MOTION FOR AN EXTENTSION TO FILE AN EXPERT REPORT AND/OR TO FILE SUPPLEMENTAL OBEJECTIONS IS HEREBY DENIED OBJECTOR ROBERT M MUMMA II MOTION TO QUASH AND GENERAL OBJECTIONS IS DENIED AND EXCUTRICES/TRUSTEES MOTION TO COMPEL IS RESPONSED TOEDNTERROGATORIEDSIANDTPRODUCERTHEDREQUESTEDi(CONTDINUED) 2/27/09 400 CONTINUED-DOCUMENTS WITHIN 30 DAYS OF THIS ORDER OBJECTOR ROBERT M MUMMA II MOTION FOR PROTECTIVE ORDER AND MOTION TO STAY EXECUTRICES/TRUSTEESYHASNNOD DEPOSEDSMR MUMMAHAND STILL HAS THE 09263501122012 Cumberland County - Orphans Court ORC621 Page 39 I/12/2012 Case No 1986-00398 DESIRE TO DO SO SUCH DEPOSITION SHALL BE CONDUCTED WITHIN 30 DAYS OF THIS ORDER THE MOTION OF THE EXECUTRICES/TRUSTEES FOR A PROTECTIVE ORDER FROM A REQUEST OF THE OBJECTOR ROBERT M MUMMA TO CONDUCET ADDITIONAL DEPOSITIONS IS GRANTED COUNSEL FOR OBJECTOR BARBARA M MUMMA IF HE HAS NOT PREVIOUSLY DONE SO SHALL PROVIDE RESPONSES TO THE DISCOVERY REQUESTS OF COUNSEL FOR THE (CONTINUED) 2/27/09 401 CONTINUED- EXECUTRICES/TRUSTEES WITHIN 10 DAYS OF THIS ORDER IT IS FURTHER ORDERED THAT ALL OTHER ISSUES RAISED RELATIVE TO THIS MATTER SHALL BE DEFERRED UNTIL THE HEARING IN THIS MATTER SCHEDULED FOR 04 21-23 2009 BEFORE THE AUDITOR BY THE COURT J WESLEY OLER JR JUDGE COPIES MAILED 03/02/09 JAN 3/02/09 402 CERTIFIED COPY OF AN ORDER DATED 02/27/09 IN RE ESTATE OF ROBERT M MUMMA APPEAL OF ROBERT M MUMMA II UPON CONSIDERATION OF APPELLANTS REQUEST THAT THE ABOVE CAPTIONED APPEAL BE DISCONTINUED IN LIGHT OF HIS SUBSEQUENT APPEAL DOCKETED AT NO 270 MDA 2009 THE APPEAL IS HEREBY DISCONTINUED SEE PA RAP 1973A PER CURIAM JAN 3/02/09 403 CERTIFIED COPY OF AN ORDER DATED 02/27/09 IN RE ESTATE OF ROBERT M MUMMA APPEAL OF ROBERT M MUMMA II UPON CONSIDERATION OF APPELLANTS REQUEST THAT THE ABOVE CAPTIONED APPEAL BE DISCONTINUED IN LIGHT OF SUBSEQUENT APPEAL DOCKETED AT NO 270 MDA 2009 THE APPEAL IS HEREBY DISCONTINUED SEE PA RAP 1973A PER CURIAM JAN 3/06/09 404 ORDER OF COURT DATED 03/06/09 IN RE NOTICE OF APPEAL APPELLANT IS DIRECTED PURSUANT TO PA RAP 1925B TO FILE OF RECORD IN THIS COURT AND TO SERVE UPON THE UNDERSIGNED JUDGE A CONSISE STATEMENT OF ERRORS COMPLAINED OF ON APPEAL PERTAINING TO THE APPEAL OF THE ORDER OF COURT DATED 01/08/09 REGARDING MOTION TO DISQUALIFY MORGAN LEWIS AND BOCKIUS AND THE MARTSON LAW OFFICE FROM CONTINUING LEGAL REPRESENTATION OF THE ESTATE AND TRUSTS NOW DOCKETED AT 270 MDA 2009 SUPERIOR COURT OF PENNSYLVANIA NO LATER THAN 21 DAYS AFTER ENTRY OF THIS ORDER ANY ISSUES NOT PROPERLY INCLUDED IN THE STATEMENT TIMELY FILED AND SERVED PURSUANT (CONTINUE 3/06/09 405 CONTINUED-TO THIS ORDER SHALL BE DEEMED WAIVED BY THE COURT J WESLEY OLER JR JUDGE JAONPIES MAILED 03/06/09 3/23/09 406 APPLICATION FOR AN EXTENSION OF TIME TO FILE AUDITORS REPORT WSZ 3/24/09 407 EMERGENCY MOTION TO COMPEL COMPLIANCE WITH COURT ORDER MOTION FOR DISCLOSURE OF WAREHOUSED ESTATE FILES AND RECORDS MOTION FOR SANCTIONS AJW 69263501122012 Cumberland County - Orphans Court Pa e 40 ORC621 ~i/12/2012 Case No 1986-00398 3/25/09 408 ORDER DATED 03/23/09 IN RE APPLICATION FOR AN EXTENTION OF TIME TO FILE AUDITORS REPORT PURSUANT TO RULE 8.2 OF THE RULES OF THE ORPHANS COURT THE AUDITOR IN THIS MATTER JOSEPH D BUCKLEY ESQ FOLLOWING THERCQLOSEEOFT~HEISCHEDULEDDHEARINGSPOFT04/21ITHRU 04/23 2009 BY THE COURT J WESLEY OLER JR JUDGE COPIES MAILED 03/25/09 JAN 3/26/09 409 ROBERT M MUMMA II'S CONCISE STATEMENT OF MATTERS COMPLAINED OF ON APPEAL PURSUANT TO PA RAP1925B REGARDING THE APPEAL TO THE SUPERIOR COURT DOCKETED AT NO 270 MDA 2009 AJW 3/31/09 410 ORDER OF COURT DATED 03/30/09 IN RE EMERGENCY MOTION TO COMPEL COMPLIANCE WITH COURT ORDER AND MOTION FOR DISCLOSURE OF WAREHOUSED ESTATE FILES AND MOTION FOR SANCTIONS A RULE IS HEREBY ISSUED UPON ALL OTHER INTERESTED PARTIES TO SHOW CAUSE WHY THE RELIEF SHOULD BE GRANTED RULE RETURNABLE WITHIN 7 DAYS OF THE DATE OF THIS ORDER THESE MOTIONS AND SUCH RESPONSES AS ARE TIMELY FILED ARE REFERRED TO THE AUDITOR FOR A BRIEF INTERIM REPORT AND RECOMMENDED ORDER BY THE COURT J WESLEY OLER JR JUDGE COPIES MAILED 03/31/09 JAN 4/06/09 411 ANSWER OF BARBARA MCK MUMMA AND LISA M MORGAN TO THE EMERGENCY MOTION OF ROBERT M MUMMA II TO COMPEL COMPLIANCE WITH COURT ORDER AND MOTION FOR DISCLOSURE OF WAREHOUSED ESTATE FILES AND RECORDS AND MOTION FOR SANCTIONS CAJ 4/07/09 412 MOTION TO STAY AUDITORS HEARING MW 4/09/09 413 ORDER OF COURT DATED 4/9/09 IN RE MOTION TO STAY ADUDITORS HEARING A RULE IS HEREBY ISSUED UPON ALL INTERESTED PARTIES TO SHOW CAUSE WITHINE7RDAYSFFROMUTHEEDATEOOFDTHIOS ORDER THIDS MATTERRISUREFERRED TO THE AUDITOR FOR A BRIEF INTERIM REPORT AND RECOMMENDED ORDER CAJ 4/14/09 414 AUDITOR'S INTERIM REPORT 04/13/09 AND REQUEST FOR ORDER AJW 4/15/09 415 ANSWERS OF BARBAR MCK MUMMA AND LISA M MORGAN TO THE MOTION OF ROBERT M MUMMA II TO STAY AUDITORS HEARING JAN 4/15/09 416 EMERGENCY MOTION OF MORGAN LEWIS AND BOCKIUS LLP TO QUASH SUBPOENAS TO ATTEND AND TESTIFY DIRECTED TO FORMER LITIGATION COUNSEL OF BARBARA MCK MUMMA AND LISA M MORGAN 09263501122012 Cumberland County - Orphans Court ORC621 Page 41 1/12/2012 Case No 1986-00398 JAN 4/16/09 417 MOTION TO QUASH A SUBPOENA JAN 4/16/09 418 AUDITOR'S INTERIM REPORT APRIL 16 2009 AND REQUEST FOR ORDER CAJ 4/16/09 419 ORDER DATED 4/16/09 IN RE AUDITORS ITERIM REPORT APRIL 13 2009 AND REQUEST FOR ORDER IT IS HEREBY ORDERED THAT THE EMERGENCY MOTION TO COMPEL COMPLIANCE WITH COURT ORDER MOTION FOR DISCLOSURE OF WAREHOUSED ESTATE FILE AND RECORDS AND MOTION FOR SANCTIONS FILED BY ROBERT M MUMMA II PRO SE ARE HEREBY DENIED -BY THE COURT J WESLEY OLER JR J CAJIES MAILED VIA USPS ON 4/17/09 4/16/09 420 ORDER DATED 4/16/09 IN RE AUDITORS INTERIM REPORT APRIL 16 2009 AND REQUEST FOR ORDER UPON RECOMMENDATION OF THE AUDITOR IN THIS CASE IT IS HEREBY ORDERED THAT THE MOTION TO STAY AUDITORS HEARING FILED BY ROBERT M MUMMA II PRO SE IS HEREBY DENIED IT IS FURTHER ORDERED THAT COUNSEL FOR THE EXECUTRICES SHAL ON OR BEFORE 12:00 NOON 4/21/2009 PROVIDE TO ROBERT M MUMMA II AND ANY OTHER OBJECTOR OF RECORD A COPY OF COUNSEL FEES INCURRED BY THE ESTATE FOR THE PERIOD 11/1/06 THROUGH THE DATE OF THIS ORDER IN LIGHT OF THE IMPENDING DATE FOR THE HEARING AND BEING MINDFUL NOT TO DELAY THIS MATTER 4/16/09 421 (CONY) IF A REDACT COPY OF THE FEES IS TO BE OFFEREIa COUNSEL FOR THE ESTATE SHALL FIRST SUPPLY AND ORIGINAL COPY TO THE AUDITOR WHO SHALL RULE ON WHETHER THE INFORMATION DELETED IS APPROPRIATE COPIESEMA~LED VIAEUSPS ONE4/17/09 CAJ 4/16/09 422 ORDER OF COURT DATED 4/16/09 IN RE EMERGENCY MOTION OF MORGAN LEWIS & BOKIUS TO QUASH SUBPOENAS TO ATTEND AND TESTITY DIRECTED TO FORMER LITIGATION COUNSEL OF BARBARA MCK MUMMA AND LISA M MORGAN UPON CONSIDERATION OF THE EMERGENCY MOTION OF MORGAN LEWIS & BOCKIUS LLP TO QUASH SUBPOENAS TO ATTEND AND TESITIFY DIRECTED TO FORMER LITIGATION COUNSEL OF BARBARA MCKMUMMA AND LISA M MORGAN THE MOTION IS REFERRED TO THE AUDITOR FOR A BRIEF INTERIM REPORT AND RECOMMENDATION ORDER -BY THE COURT J WESLEY OLER JR J COPIES MAILED VIA USPS ON 4/17/09 CAJ 4/17/09 423 ORDER OF COURT DATED 04/17/09 IN RE MOTION TO QUASH A SUBPOENA UPON CONSIDERATION OF THE ABOVE MOTION THIS MATTER IS REFERRED TO THE AUDITOR FOR A BRIEF INTERIM REPORT AND RECOMMENDED ORDER BY THE COURT J WESLEY OLER JR J COPIES MAILED VIA USPS ON 04/17/09 AJW 4/17/09 424 SECOND MOTION IN LIMINE OF BARBARA MCKMUMMA AND LISA M MORGAN TO 09263501122012 Cumberland County - Orphans Court gg ORC621 PaI%12/2012 Case No 1986-00398 EXCLUDE AGRUMENT AND EVIDENCE AS TO MATTERS PREVIOUSLY ADJUDICATED CAJ 4/20/09 425 AUDITOR'S INTERIM REPORT APRIL 20 2009 AND REQUEST FOR ORDER IN RE ATTORNEY SHCHWARTZ TESTIMONY WSZ 4/20/09 426 AUDITOR'S INTERIM REPORT APRIL 20 2009 AND REQUEST FOR ORDER IN RE WSZKITTREDGE AND MR SONNENFELD TESTIMONY 4/20/09 427 ORDER OF BARBARA EVIDENCE REFERRED ORDER BY WSZ KC~UMUMMATANDOLISA/M9MORGAN AS TO MATTERS PREVIOUSLY A] THETCOURTDJTWESLEY OLERIJR SECOND MOTION IN LIMINE OF TO EXCLUDE ARGUMENT AND ~JUDICATED THIS MATTER IS INTERIM REPORT AND RECOMMENDED JUDGE COPIES MAILED 04/21/09 4/20/09 428 ORDER DATED 04/20/09 IN RE AUDITORS INTERIM REPORT 04/20/09 UPON THE RECOMMENDATION OF THE AUDITOR IT IS ORDERED THAT THE MOTION TO QUASH SUBPOENA OF DEAN SCHWARTZ ESQUIRE IS HEREBY DENIED IT IS FURTHER ORDERED THAT ATTORNEY SCHWARTZ SHALL BE PERMITTED TO TESTIFY THROUGH MEANS OF TELEPHONIC COMMUNICATIONS EITHER ON TUESDAY 04/21/09 WEDNESDAY 04/21/09 OR THURSDAY 04/23/09 AT A TIME DETERMINED BY THE AUDITOR BY THE COURT J WESLEY OLER JR JUDGE COPIES MAILED 04/21/09 WSZ 4/20/09 429 ORDER DATED 04/20/09 IN RE AUDITORS INTERIM REPORT 04/20/09 UPON THE RECOMMENDATION OF THE AUDITOR IT IS ORDERED THAT THE EMERGENCY MOTION OF MORGAN LEWIS & BOCKUUS LLP TO QUASH SUBPOENAS IS HEREBY DENIED IT IS FURTHER ORDERED THAT THE WITNESSES SUBJECT OT THE SUBPOENAS SHALL BE PERMITTED TO TESTIFY THROUGH MEANS OF TELEPHONIC COMMUNICATIONS SPECIFICALLY MR KITTREDGE ON WEDNESDAY 04/21/09 AND MR SONNENFELD ON THURSDAY 04/23/09 AT A TIME DETERMINED BY THE AUDITOR BY THE COURT J WESLEY OLER JR JUDGE COPIES MAILED 04/21/09 WSZ 4/21/09 430 RESPONSE OF ROBERT M MUMMA II TO THE EMERGENCY MOTION OF MORGAN LITIGATIONCCOUNSELPOFOBA BARASMCK MUMMADANDCLISATM MORGAN JAN 4/21/09 431 JE~SPONSE OF ROBERT M MUMMA II TO THE MOTION TO QUASH A SUBPOENA 4/23/09 432 NOTICE OF CONTINUATION OF AUDITORS HEARING DATED 04/23/09 YOU ARE HEREBY NOTIFIED THAT THE AUDITOR JOSEPH D BUCKLEY APPOINTED BY THE COURT HAS SCHEDULED A CONTINUATION OF HEARING IN THE ABOVE-CAPTIONED ESTATE FOR WEDNESDAY THURSDAY AND FRIDAY JUNE 16 17 AND 18 2009 AND MONDAY TUESDAY WEDNESDAY AND THURSDAY AUGUST 3 4 5 AND 6 2009 AT 8:30 AM IN THE SECOND FLOOR COURT ROOM OLD 69263501122012 Cumberland County - Orphans Court g ORC621 PaI/12/2012 Case No 1986-00398 CUMBERLAND COUNTY COURTHOUSE CARLISLE PA THE PARTY FILING THE OBJECTIONS SHALL WITHIN TEN (10) DAYS OF THIS NOTICE PROVIDE THE AUDITOR AND COUNSEL FOR THE ESTATE THE SPECIFIC ISSUES TO BE RESOLVED AT THE HEARING BY JOSEPH BUCKLEY ESQUIRE WSZ 5/05/09 433 NOTICE OF CONTINUATION OF AUDITORS HEARING CAJ 5/11/09 434 RETURNED MAILING TO LINDA M ROTH MARKED RETURN TO SENDER NOT ROTHVONA05/11/09TOEPOEBOXN480EME~HANICSBURGEPAIlE0550MAILDNGMWAS 2 ORDERS FROM 04/20/09 JAN 5/13/09 435 MOTION TO QUASH DEMAND UPON DEAN SCHWARTZ TO PRODUCE DOCUMENTS JAN 5/14/09 436 ORDER OF COURT DATED 05/14/09 IN RE MOTION TO QUASH DEMAND UPON DEAN SCHWARTZ TO PRODUCE DOCUMENTS THIS MATTER IS REFERRED TO THE AUDITOR FOR A BRIEF INTERIM REPORT AND RECOMMENDED ORDER BY THE COURT J WESLEY OLER JR JUDGE COPIES MAILED 05/14/09 JAN 5/20/09 437 AUDITOR'S INTERIM REPORT MAY 20 2009 AND REQUEST FOR ORDER WSZ 5/21/09 438 ORDER DATED 05/21/09 UPON THE RECOMMENDATION OF THE AUDITOR IN THIS CASE IT IS HEREBY ORDERED THAT THE MOTION TO QUASH DEMAND UPON DEAN SCHWARTZ TO PRODUCE DOCUMENTS IS HEREBY GRANTED BY THE COURT J WESLEY OLER JR JUDGE COPIES MAILED 05/21/09 WSZ 5/26/09 439 RETURN MAILING RETURN TO SENDER NOT DELIVERABLE AS ADDRESSED JUN~ABLE TO FORWARD TO LINDA M ROTH 5/26/09 440 CERTIFICATE PREREQUISITE TO SERVICE OF A SUBPOENA PURSUANT TO RULE 4009.22 AJW 7/20/09 441 MOTION OF BARBARA M MUMMA FOR LEAVE TO CALL EXPERT WITNESSES TO TESTIFY AT AUDITORS HEARING CAJ 7/23/09 442 ORDER OF COURT DATED 07/22/09 IN RE MOTION OF BARBARA M MUMMA FOR LEAVE TO CALL EXPERT WITNESSES TO TESTIFY AT AUDITOR'S HEARING UPON CONSIDERATION OF THE MOTION OF BARBARA M MUMMA FOR EEAVE TO CALL EXPERT WITNESSES TO TESTIFY AT AUDITOR'S HEARING A RULE IS HEREBY ISSUED UPON ALL OTHER PARTIES TO SHOW CAUSE WHY THE RELIEF REQUESTED SHOULD NOT BE GRANTED RULE RETURNABLE WITHIN 14 DAYS 09263501122012 Cumberland County - Orphans Court Pa e 44 ORC621 q I/12/2012 Case No 1986-00398 FROM THE DATE OF THIS ORDER THIS MATTER IS REFERRED TO THE AUDITOR FOR A BRIEF INTERIM REPORT AND RECOMMENEDED ORDER BY THE COURT J WESLEY OLER JR JUDGE COPIES MAILED VIA USPS ON 07/23/09 AJW 7/23/09 443 MOTION TO PREVENT PUBLIC SALE OF REAL ESTATE BY TAX CLAIM BUREAU OF NONPAYMENT OF DELINQUENT TAXES BY THE EXECUTRICES TRUSTEES AJW 7/24/09 444 ORDER DATED 07/24/09 IN RE MOTION TO PREVENT PUBLIC SALE OF REAL ESTATE BY TAX CLAIM BUREAU DUE TO NONPAYMENT OF DELINQUENT TAXES BY THE EXECUTRICES TRUSTEES A RULE IS ISSUED UPON THE EXECUTRICES TRUSTEES TO SHOW CAUSE IF ANY THEY SHOULD HAVE WHY THE RELIEF REQUESTED IN THE FOREGOING MOTION SHOULD NOT BE GRANTED BY THE COURT J WESLEY OLER JUDGE COPIES MAILED 07/24/09 WSZ 7/27/09 445 JAENTITION FOR LEAVE TO WITHDRAW APPEARANCE OF COUNSEL 7/28/09 446 RULE TO SHOW CAUSE DATED 07/28/09 IN RE PETITION FOR LEAVE TO WITHDRAW APPEARANCE OF COUNSEL IT IS HEREBY ORDERED THAT 1 A RULE IS ISSUED UPON ALL PARTIES TO SHOW CAUSE WHY THE PETITION SHOULD NOT BE GRANTED AND 2 ALL PARTIES SHALL FILE AN ANSWER TO THE PETITION WITHIN 10 DAYS OF SERVICE BY THE COURT J WESLEY OLER JR JUDGE JAONPIES MAILED 07/29/09 7/31/09 447 EXECUTRICES RESPONSE TO PETITION FOR LEAVE TO WITHDRAW APPEARANCE OF COUNSEL CAJ 7/31/09 448 ORDER OF COURT DATED 07/31/09 IN RE PETITION FOR LEAVE TO WITHDRAW APPEARANCE ON COUNSEL UPON CONSIDERTION OF THE ATTACHED LETTER FROM RALPH JACOBS ESQ INDICATING THERE IS NO OPPOSITION FROM ANY OF THE PARTIES IN THE ABOVE MATTER THE PETITION FOR LEAVE TO WITHDRAW APPEARANCE OF COUNSEL IS HEREBY GRANTED AND RALPH A JACOBS ESQ IS EXCUSED FROM FURTHER REPRESENTATION OF BARBARA MANN MUMMA BY THE COURT J WESLEY OLER JR JUDGE J~IES MAILED 07/31/09 8/04/09 449 EXECUTRICES RESPONSE TO MOTION OF BARBARA M MUMMA FOR LEAVE TO CALL EXPERT WITNESSES TO TESTIFY AT AUDITORS HEARING JAN 8/05/09 450 ANSWER TO MOTION OF BARBARA M MUMMA FOR LEAVE TO CALL EXPERT WITNESSES TO TESTIFY AT AUDITORS HEARING CAJ 8/07/09 451 ANSWERS OF BARBARA MCK MUMMA AND LISA M MORGAN TO MOTION TO 092635010RC621 Cumberland County - Orphans Court Pa~j12/2012 Case No 1986-00398 PREVENT PUBLIC SALE OF REAL ESTATE BY TAX CLAIM BUREAU DUE TO NONPAYMENT OF DELINQUENT TAXES BY THE EXECUTRICES/TRUSTEES JAN 8/14/09 452 NOTICE OF CONTINUATION OF AUDITORS HEARING NOTIFIED THAT THE AUDITOR JOSEPH D BUCKLEY HAS SCHEDULED A CONTINUATION OF HEARING IN ESTATE FOR MONDAY TUESDAY WEDNESDAY THURSD; 27 28 29 30 AT 8:30 AM IN THE SECOND FLOOR CUMBERLAND COUNTY COURTHOUSE CARLISLE PA CAJ YOU ARE HEREBY APPOINTED BY THE COURT THE ABOVE CAPTIONED ~Y AND FRIDAY OCTOBER 26 COURT ROOM OLD 8/17/09 453 ORDER OF COURT DATED 8/17/09 IN RE MOTION TO PREVENT PUBLIC SALE OF REAL ESTATE BY TAX CLAIM BUREAU DUE TO NONPAYMENT OF DELINQUENT TAXES BY THE EXECUTRICES/TRUSTEES AND THE ANSWER THERETO AND UNDERSIGNED JUDGES SCHEDULE BEING UNABLE TO ACCOMMODATE A HEARING WITHIN THE TIME REQUIRED TO DISPOSE OF THE MOTION A HEARING IS SCHEDULED FOR MONDAY 8/31/09 AT 1:00 PM IN CRTRM 3 -BY THE COURT J WESLEY OLER JR COPIES MAILED VIA USPS ON 8/17/09 CAJ 8/20/09 454 CERTIFICATE PREREQUISITE TO SERVICE OF A SUBPOENA PURSUANT TO RULE 4009.22 WSZ 8/27/09 455 UNCLAIMED MAIL MAILED TO LINDA M MUMMA RETURN TO SENDER NOT DELIVERABLE AS ADDRESSED UNABLE TO FORWARD JAN 9/01/09 456 ORDER OF COURT DATED 08/31/09 IN RE AFTER HEARING THE RESPONDENTS ARE ORDERED AND DIRECTED TO TAKE IMMEDIATE STEPS TO MAKE SURE THAT THE TAXES ARE PAID PRIOR TO THE UPCOMING TAX SALE SCHEDULED FOR 09/24/09 BY THE COURT EDWARD E GUIDO JUDGE JAONPIES MAILED 09/01/09 9/09/09 457 AUDITOR'S INTERIM REPORT SEPTEMBER 8 2009 AND REQUEST FOR ORDER WSZ 9/09/09 458 ORDER DATED 07/28/09 THIS APPEAL IS QUASHED AS INTERLOCUTORY SEE IN RE ESTATE OF ROBERT M MUMMA NO 1546 MDA 2005 ORDER 10/28/05 PER CURIUM JAN 9/09/09 459 CERTIFICATE OF REMITTAL/REMAND OF RECORD JAN 9/10/09 460 ORDER DATED 09/09/09 IN RE UPON THE RECOMMENDATION OF THE AUDITOR IN THIS CASE IT IS HEREBY ORDERED THAT THE MOTION OF BARBARA M MUMMA FOR LEAVE TO CALL EXPERT WITNESS TO TESTIFY AT AUDITORS 09263501122012 Cumberland County - Orphans Court Page 46 ORC621 I/12/2012 Case No 1986-00398 HEARING IS HEREBY GRANTED IT IS FURTHER ORDERED THAT BARBARA M MUMMA SHALL BE LIMITED TO TWO EXPERTS ONE ACCOUNTANT AND ON ATTORNEY SHE SHALL SERVE HER EXPERT REPORTS UPON OPPOSING COUNSEL WITHIN 20 DAYS OF THIS ORDER AND SHOULD SHE FAIL TO COMPLY WITH THESE LIMITATIONS THE COURT SHALL AMEND THIS ORDER TO A DENIAL OF THE SAID MOTION BY THE COURT J WESLEY OLER JR JUDGE COPIES MAILED 09/11/09 Jp~ 9/11/09 461 MOTION TO COMPEL COMPLIANCE WITH THE AUDITORS RULING REGARDING THE NOTICE TO PRODUCE ISSUED TO THE EXECUTRIX TRUSTEE LISA MUMMA MORGAN CAJ 9/11/09 462 MOTION TO PREVENT PUBLIC SALE OF REAL ESTATE BY TAX CLAIM BUREAU DUE TO NONPAYMENT OF TAXES BY EXECUTRICES/TRUSTEES CAJ 9/15/09 463 TRANSCRIPT OF PROCEEDINGS IN RE MOTION TO PREVENT PUBLIC SALE OF REAL ESTATE BY TAX CLAIM BUREAU DUE TO NONPAYMENT OF DELINQUENT TAXES BY THE EXECUTRICES/TRUSTEES HELD BEFORE THE HONORABLE EDWARD E GUIDO JUDGE CUMBERLAND COUNTY COURTHOUSE CARLISLE PA ON MONDAY 08/31/09 IN COURTROOM 3 WSZ 9/16/09 464 ORDER DATED 09/16/09IN RE MOTION TO PREVENT PUBLIC SALE OF REAL ESTATE BY TAX CLAIIM BUREAU DUE TO NONPAYMENT OF TAXES BY EXECUTRICES/TRUSTEES TO SHOW CAUSE IF ANY THEY SHOULD HAVE WHY THE RELIEF REQUESTED IN THE FOREGOING MOTION SHOULD NOT BE GRANTED RULE RETURNABLE 09/18/09 AT 1:00 PM IN COURTROOM 3 OF THE CUMBERLAND COUNTY COURTHOUSE CARLISLE PA BY THE COURT EDWARD E GUIDO JUDGE COPIES MAILED 09/16/09 WSZ 9/16/09 465 ORDER OF COURT DATED 9/16/09 IN RE MOTION TO COMPEL COMPLIANCE WITH AUDITORS RULING REGARDING NOTICE TO PRODUCE ISSUED TO THE EXECUTRIX-TRUSTEE LISA MUMMA MORGAN IT IS HEREBY ISSUED UPON ALL INTERESTED PARTIES TO SHOW CAUSE WHY THE RELIEF REQUESTED SHOULD NOT BE GRANTED RULE RETURNABLE WITHIN 14 DAYS OF SERVICE THIS MATTER IS REFERRED TO THE AUDITOR FOR A BRIEF INTERIM REPORT AND RECOMMENDED ORDER -BY THE COURT J WESLEY OLER JR J COPIES MAILED VIA USPS ON 9/17/09 CAJ 9/17/09 466 MOTION FOR TESTIMONY BY TELEPHONE OF WITNESS LISA M MORGAN CAJ 9/17/09 467 RESPONSE OF BARBARA MCKMUMMA AND LISA M MORGAN TO MOTION TO PREVENT SALE OF REAL ESTATE BY TAX CLAIM BUREAU DUE TO NONPAYMENT OF TAXES BY EXECUTRICES/TRUSTEES CAJ 9/17/09 468 ANSWER BY ROBERT M MUMMA II TO BARBARA M MUMMAS MOTION TO PREVENT PUBLIC SALE OF REAL ESTATE BY TAX CLAIM BUREAU DUE TO NONPAYMENT 09263501122012 Cumberland County - Orphans Court Pa e 48 ORC621 1/12/2012 Case No 1986-00398 JAN 10/15/09 478 ORDER OF COURT DATED 10/14/09 IN RE MOTION FOR REMOTE TESTIMONY OF WITNESS JAMES L S BOWDISH ESQUIRE UPON CONSIDERATION OF THE ABOVE PETITION THIS MATTER IS REFERRED TO THE AUDITOR FOR A BRIEF INTERIM REPORT AND RECOMMENDED ORDER BY THE COURT J WESLEY OLER JR JUDGE JOANPIES MAILED 10/19/09 10/16/09 479 TRANSCRIPT OF PROCEEDINGS IN RE MOTION TO PREVENT PUBLIC SALE OF REAL ESTATE BY TAX CLAIM BUREAU DUE TO NONPAYMENT OF DELINQUENT TAXES BY THE EXECUTRICES TRUSTEES PROCEEDINGS HELD BEFORE EDWARD GUIDO JUDGE ON FRIDAY 09/18/09 IN COURTROOM 3 wsz 10/20/09 480 APPLICATION FOR LEAVE TO REQUIRE SECURITY FOR PAYMENT OF THE AUDITORS EXPENSES AND FEES JAN 10/20/09 481 AUDITOR'S INTERIM REPORT 10/19/09 AND REQUEST FOR ORDER JAN 10/20/09 482 AUDITOR'S INTERIM REPORT 10/19/09 AND REQUEST FOR ORDER JAN 10/27/09 483 ORDER DATED 10/23/09 IN RE AUDITORS INTERIM REPORT 10/19/09 AND REQUEST FOR ORDER UPON RECOMMENDATION OF THE AUDITOR IN THIS CASE IT IS HEREBY ORDERED THAT THE PETITION OF BARBARA K MCKMUMMA AND LISA MUMMA MORGAN TO TAKE TESTIMONY OUTSIDE OF COMMONWEALTH AND THEIR MOTION FOR REMOTE TESTIMONY OF WITNESS JAMES L S BOWDISH IS HEREBY GRANTED -BY THE COURT J WESLEY OLER JR J COPIES MAILED VIA USPS ON 10/28/09 CAJ 10/27/09 484 ORDER DATED 10/23/09 IN RE AUDITORS INTERIN REPORT 10/19/09 AND REQUEST FOR ORDER UPON RECOMMENDATION OF THE AUDITOR IN THIS CASE AUDITORSRRULINGDNOTDICEHTO PRODUCEI~SSUEDCOTOPTHECEXECU ORS/TRUSTEES IS HEREBY DENIED -BY THE COURT J WESLEY OLER JR J COPIES MAILED VIA USPS ON 10/28/09 CAJ 10/27/09 485 ORDER DATED 10/27/09 UPON AGREEMENT OF THE PARTIES IT IS ORDERED THAT AUDITOR JOSEPH D BUCKLEY SHALL BE PAID AN ITERIM AMT OF $47398.60 PAID BY THE ESTATE AND/OR THE TRUSTS CREATED UNDER WILL 50% FROM MARITAL TRUST AND 50% FROM RESIDUARY TRUST THE PAYMENTS SHALL BE MADE TO JOSEPH BUCKLEY AND SHALL BE FORWARDED TO HIM WITHIN 3 DAYS OF THIS ORDER PAYMENT SHALL IN NO WAY REFLECT RESPONSIBLITY FOR THE ULTIMATE DETEREMINATION AS TO WHAT PERSONS OR ENTITY SHALL BEAR THE FEES AND COSTS ASSOCIATED WITH THE AUDIT THIS SHALL BE MADE AT THE CLOSE OF THIS MATTER-BY THE COURT J WESLEY OLER JR J COPIES MAILED VIA USPS ON 10/28/09 CAJ 09263501122012 Cumberland County - Orphans Court Pa e 49 ORC621 g 1/12/2012 Case No 1986-00398 10/28/09 486 MOTION IN LIMINE CAJ 10/30/09 487 PRAECIPE FILED BY GEORGE FALLER JR TO MAKE PART OF THE RECORD THE ATTACHED ORIGINAL DEPOSITION TRANSCRIPTS AND EXHIBITS OF ROBERT M MUMMA II DATED 05/19/04 ROBERT M MUMMA II DATED 03/19/09 AND BARBARA MANN MUMMA DATED 04/15/09 WSZ 11/02/09 488 ORDER OF COURT DATED 11/02/09 IN RE MOTION IN LIMINE A RULE IS HEREBY ISSUED UPON ALL INTERESTED PARTIES TO SHOW CAUSE WHY THE RELIEF REQUESTED SHOULD NOT BE GRANTED RULE RETURNABLE 10 DAYS OF SERVICE THIS MATTER IS REFERRED TO THE AUDITOR FOR A BRIEF INTERIM REPORT AND RECOMMENDED ORDER BY THE COURT J WESLEY OLER JUDGE COPIES MAILED 11/04/09 WSZ 11/05/09 489 NOTICE OF CONTINUATION OF AUDITORS HEARING CONTINUATION OF HEAING IS SCHEDULED FOR 12/14/09 THRU 12/18/09 IN THE 2ND FLOOR COURT RM OLD COURTHOUSE BY JOSEPH D BUCKLEY AUDITOR CAJ 11/12/09 490 RESPONSE OF BARBARA MCK MUMMA AND LISA M MORGAN TO ROBERT M MUMMA II MOTION IN LIMINE JAN 11/13/09 491 BARBARA MCK MUMMA AND LISA M MORGANS MOTION TO DISMISS OBJECTIONS JAN 11/19/09 492 PRAECIPE 11/30/09 493 PRELIMINARY OBJECTIONS OF OBJECTOR ROBERT M MUMMA II FILED IN WSZPONSE TO THE EXECUTRICES MOTION TO DISMISS OBJECTIONS 11/30/09 494 RESPONSE OF BARBARA M MUMMA IN OPPOSTITION TO THE MOTION TO DISMISS OBJECTIONS FILED ON BEHALF OF BARBARA MCK MUMMA AND LISA M MORGAN JAN 12/01/09 495 REQUEST FOR ORDER SCHEDULING BRIEFING AND ARGUMENT JAN 12/04/09 496 AUDITOR'S INTERIM REPORT DECEMBER 3, 2009 AND REQUEST FOR ORDER MW 12/07/09 497 ORDER OF COURT DATED 12/07/09 IN RE 1 A MOTION TO DISMISS OBJECTIONS FILED BY BARBARA MCK MUMMA AND LISA M MORGAN ON 09263501122012 Cumberland County - Orphans Court Pa e 50 ORC621 q I/12/2012 Case No 1986-00398 11/13/09 2 PRELIMINARY OBJECTIONS OF ROBERT M MUMMA II TO THE MOTION TO DISMISS OBJECTIONS 3 A RESPONSE OF BARBARA M MUMMA IN OPPOSITION TO THE MOTION TO DISMISS OBJECTIONS AND 4 A REQUEST FOR AN ORDER SCHEDULING BRIEFING AND ARGUMENT FILED BY ROBERT M MUMMA II THE SUBSTANTIVE ISSUES RAISED THERIN ARE REFERRED TO THE AUDITOR FOR HIS CONSIDERATION AND RECOMMENDATIONS IN THIS COURSE OF HIS DUTIES IN THIS CASE BY THE COURT J WESLEY OLER JR JUDGE COPIES MAILED 12/08/09 J,~ 12/10/09 498 ORDER DATED 12/09/09 IN RE AUDITORS INTERIM REPORT 12/03/09 AND REQUEST FOR ORDER IT IS HEREBY ORDERED THAT THE MOTION IN LIMINE FILED BY ROBERT M MUMMA II IS HEREBY DENIED BY THE COURT J WESLEY OLER JR JUDGE COPIES MAILED 12/11/09 JAN 12/11/09 499 DESIGNATIONS OF BARBARA MCK MUMMA AND LISA M MORGAN OF TESTIMONY TO BE READ AT HEARING CAJ 12/14/09 500 MOTION FOR VACATION OF APPOINTMENT OF ATTORNEY BUCKLEY AS AUDITOR WSZ 12/22/09 501 ORDER OF COURT DATED 12/21/09 IN RE MOTION FOR VACATION OF APPOINTMENT OF ATTORNEY BUCKLEY AS AUDITOR A RULE IS HEREBY ISSUED UPON ALL INTERESTED PARTIES TO SHOW CAUSE WHY THE RELIEF REQUESTED SHOULD NOT BE GRANTED RULE RETURNABLE AT A HEARING SCHEDULED FOR MONDAY 03/15/10 AT 9:30AM IN COURTROOM NO 1 BY THE COURT J WESLEY OLER JR JUDGE JAONPIES MAILED 12/23/09 12/23/09 502 NOTICE OF CONTINUATION OF AUDITORS HEARING JAN 1/27/10 503 CERTIFICATE PREREQUISITE TO SERVICE OF A SUBPOENA CAJ 3/09/10 504 EXECUTRIXES RESPONSE TO MOTION FOR VACATION OF APPOINTMENT OF ATTORNEY BUCKLEY AS AUDITOR WSZ 3/10/10 505 ORDER OF COURT DATED 03/10/10 IN RE MOTION FOR BRIEF CONTINUANCE OF THE ORPHANS COURT HEARING SCHEDULED FOR 03/15/10 THE MOTION IS GRANTED AND THE HEARING PREVIOUSLY SCHEDULED FOR 03/15/10 IS RESCHEDULED TO THURSDAY 04/08/10 AT 11AM IN COURTROOM NO 1 BY THE COURT J WESLEY OLER JR JUDGE COPIES MAILED 03/10/10 JAN 3/05/10 506 MOTION FOR BRIEF CONTINUANCE OF THE ORPHANS COURT HEARING SCHEDULED FOR 3/15/10 09263501122012 Cumberland County - Orphans Court Pa e 51 ORC621 q 1/12/2012 Case No 1986-00398 CAJ 3/31/10 507 AUDITOR'S ITERIM REPORT 3/30/10 AND REQUEST FOR ORDER CAJ 3/31/10 508 TRANSCRIPT DATED 12/15/09 AUDITORS HEARING VOL XVII CAJ 4/06/10 509 ORDER DATED 04/05/10 IN RE AUDITORS INTERIM REPORT 03/30/10 AND REQUEST FOR ORDER IT IS HEREBY ORDERED THAT THE MOTION TO DISMISS OBJECTIONS FILED BY BARBARA MCK MUMMA AND LISA M MORGAN IS HEREBY DENIED IT IS FURTHER ORDERED THAT ROBERT M MUMMA II PRELIMINARY OBJECTIONS TO MOTION TO DISMISS OBJECTIONS FILED BY BARBARA MCK MUMMA AND LISA M MORGAN IS RENDERED MOOT BASED ON THE DENIAL OF THE UNDERLYING MOTION BY THE COURT J WESLEY OLER JR JUDGE COPIES MAILED 04/06/10 JAN 4/14/10 510 ORDER OF COURT DATED 04/08/10 IN RE MOTION FOR VACATION OF APPOINTMENT OF AUDITOR FOLLOWING A HEARING THE RECORD IS DECLARED CLOSED AND THE MATTER IS TAKEN UNDER ADVISEMENT PURSUANT TO A REQUEST OF THE MOVING PARTY HE IS AFFORDABLE A PERIOD OF 10 DAYS WITHIN WHICH TO SUBMIT A BRIEF TO THE COURT ON THE MOTION BY THE COURT J WESLEY OLER JR JUDGE COPIES MAILED 04/14/10 JAN 4/16/10 511 TRANSCRIPT DATED 4/8/11 IN RE TRANSCRIPT FOR PROCEEDINGS CAJ 4/19/10 512 UNCLAIMED MAILED RETURN TO SENDER NOT DELIVERABLE AS ADDRESSED UNABLE TO FORWARD IN RE ORDER DATED 04/08/10 IN RE MOTION FOR VACATION OF APPOINTMENT OF AUDITOR JAN 4/21/10 513 ORDER OF COURT DATED 04/21/10 IN RE MOTION FOR VACATION OF APPOINTMENT OF AUDITOR UPON CONSIDERATION OF THE BRIEF IN SUPPORT OF THE OBJECTORS MOTION FOR VACATION OF THE APPOINTMENT OF ATTORNEY BUCKLEY AS AUDITOR FILED BY ROBERT M MUMMA II PRO SE AND FOLLOWING A HEARING HELD ON 04/08/10 THE MOTION IS DENIED BY THE COURT J WESLEY OLER JR JUDGE COPIES MAILED 04/21/10 JAN 4/22/10 514 DESIGNATION OF BARBARA MCK MUMMA AND LISA A MORGAN OF TESTIMONY TO BE READ AT HEARING JAN 5/06/10 515 NOTICE OF CONTINUATION OF AUDITORS HEARING CAJ 09263501122012 Cumberland County - Orphans Court Page 52 ORC621 I/12/2012 Case No 1986-00398 6/16/10 516 APPLICATION FOR LEAVE TO REQUIRE SECURITY FOR PAYMENT OF THE AUDITORS EXPENSES AND FEES CAJ 6/21/10 517 APPLICATION FOR AN EXTENSION OF TIME TO FILE AUDITORS REPORT CAJ 6/22/10 518 ORDER DATED 06/20/10 IN RE APPLICATION FOR LEAVE TO REQUIRE SECURITY FOR PAYMENT OF THE AUDITORS EXPENSES AND FEES IT IS ORDERED THAT THE AUDITOR JOSEPH D BUCKLEY ESQUIRE SHALL BE PAID AN INTERIM AMOUNT TOTALING $46,725.10 TO BE PAID BY THE ESTATE OF ROBERT M MUMMA AND OR THE TRUSTS CREATED UNDER THE WILL OF ROBERT M MUMMA 50% FROM THE MARITAL TRUST AND 50o FROM THE RESIDUARY TRUST THE PAYMENTS SHALL BE MADE PAYABLE DIRECTLY TO JOSEPH D BUCKLEY AND SHALL BE FORWARDED TO ATTORNEY BUCKLEY WITHIN DAYS OF THIS ORDER SUCH PAYMENT SHALL IN NO WAY REFLECT RESPONSIBILITY FOR THE ULTIMATE DETERMINATION AS TO WHAT PERSON CONTINUED 6/22/10 519 CONTINUED FROM ABOVE PERSONS OR ENTITY SHALL BEAR THE FEES AND COSTS ASSOCIATED WITH THE AUDIT THAT DETERMINATION SHALL BE MADE AT THE CLOSE OF THIS MATTER BY THE COURT J WESLEY OLER JR JUDGE COPIES MAILED 06/22/10 WSZ 6/24/10 520 ORDER OF COURT DATED 6/22/10 IN RE APPLICATION FOR AN EXTENTION OF TIME TO FILE AUDITORS REPORT AUDITOR JOSEPH D BUCKLEY SHALL NOW BE REQUIRED TO FILE HIS AUDITORS REPORT WITHIN 30 DAYS FOLLOWING RECEIPT OF THE BRIEFS WITH 60 DAYS OF RECEIPT OF THE TRANSCRIPTS FROM THE FINAL 3 DAYS OF HEARINGS WHICH WERE HELD JUNE 14 15 16 2010 -BY THE COURT J WESLEY OLER JR J COPIES MAILED VIA USPS ON 6/24/10 CAJ 7/08/10 521 RETURNED MAIL OF ORDER DATED 06/20/10 ADDRESSED TO LINDA MUMMA NOT DELIVERABLE AS ADDRESSED UNABLE TO FORWARD - DURHAM NC ADDRESS WSZ 7/09/10 522 RETURNED MAIL OF ORDER DATED 06/20/10 ADDRESSED TO LINDA MUMMA NOT DELIVERABLE AS ADDRESSED UNABLE TO FORWARD - MECHANICSBURG ADDRESS wsz 8/18/10 523 UNOPPOSED MOTION TO EXTEND TIME FOR FILING POST-HEARING BRIEFS MAW 8/20/10 524 ORDER OF COURT DATED 8/19/10 IN RE UNOPPOSED MOTION TO EXTEND TIME FOR FILING POST HEARING BRIEFS IN LIGHT OF THE DEATH ON 7/17/10 OF BARBARA K MCK MUMMAA ONE OF THE TWO EXECUTRIXES OF THE ABOVE REFERENCED ESTATE ANDT THE MOTHER OF THE BENEFICIARIES OF THE ESTATE AND FOR THE REASONS SET FORTH IN THE UNOPPOSED MOTION IT HEREBY IS ORDERED THAT THE TIME WITHIN WHICH THE PARTIES ARE TO FILE POST HEARING BRIEFS SHALL BE EXTENDED TO 10/8/08 -BY THE COURT J WESLEY OLER J COPIES MAILED VIA USPS ON 8/20/10 09263501122012 Cumberland County - Orphans Court Paqqe 53 ORC621 1/12/2012 Case No 1986-00398 CAJ 9/09/10 525 MOTION FOR APPOINTMENT OF BARBARA M MUMMA AS CO EXECUTRIX UNDER THE DECEDENTS WILL AND CODICIL WSZ 9/09/10 526 MOTION FOR DISQUALIFICATION AND REMOVAL OF LISA M MORGAN AS EXECUTRIX AND TRUSTEE DUE TO CONFLICT OF INTEREST WSZ 9/10/10 527 FIRST AND FINAL ACCOUNT WITH SCHEDULE OF PROPOSED DISTRIBUTION PETITION FOR ADJUD/STATEMENT OF PROPOSED DISTRIBUTION-TRUST MARITAL WSZ 9/10/10 528 FIRST AND FINAL ACCOUNT WITH SCHEDULE OF PROPOSED DISTRIBUTION PETITION FOR ADJUD/STATEMENT OF PROPOSED DISTRIBUTION- TRUST RESIDUAL WSZ 9/29/10 529 ORDER OF COURT DATED 09/28/2010 IN RE MOTION FOR DISQUALIFICATION AND REMOVAL OF LISA M MUMMA AS EXECUTRIX AND TRUSTEE DUE TO CONFLICT OF INTEREST A RULE IS ISSUED UPON ALL OTHER INTERESTED PARTIES TO SHOW CAUSE WHY THE RELIEF REQUESTED SHOULD NOT BE GRANTED RULE RETURNABLE WITHIN 30 DAYS OF THE DATE OF THIS ORDER BY THE COURT J WESLEY OLER JR JUDGE COPIES MAILED 09/29/10 wsz 9/30/10 530 ORDER OF COURT DATED 9/29/10 IN RE MOTION FOR APPOINTMENT OF BARBARA M MUMMA AS CO-EXECUTRIX UNDER THE DECEDENT'S WILL AND CODICIL. THE MOTION IS DEEMED MOOT INASMUCH AS LETTERS TESTAMENTARY HAVE BEEN ISSUED IN THE ABOVE-CAPTION MATTER ON FRIDAY 9/17/10 TO BARBARA M MUMMAS INTER ALIA BY THE COURT J WESLEY OLER JR J MAW 9/30/10 531 ORDER OF COURT DATED 9/29/10 IN RE MOTION FOR DISQUALIFICATION AND REMOVAL OF LISA M MUMMA AS EXECUTRIX AND TRUSTEE DUE TO CONFLICT OF INTEREST. A RULE IS ISSUED UPON ALL OTHER INTERESTED PARTIES TO SHOW CAUSE WHY THE RELIEF REQUESTED SHOULD NOT BE GRANTED. RULE RETURNABLE WITH 30 DAYS OF THE DATE OF THIS ORDER. BY THE COURT J WESLEY OLER JR J 10/05/10 532 EMERGENCY MOTION TO STAY AUDITORS PROCEEDINGS DUE TO RECENT APPOINTMENT OF SUCCESSOR COEXECUTRIX SAP 10/06/10 533 ORDER OF COURT DATED 10/6/10 IN RE EMERGENCY MOTION TO STAY AUDITORS PROCEEDINGS DUE TO RECENT APPOINTMENT OF SUCCESSOR CO-EXECUTRIX EMERGENCY TO STAY AUDITORS PROCEEDINGS DUE TO RECENT APPOINTMENT OF SUCCESSOR CO EXECUTRIX THE MOTION IS DENIED -BY THE COURT J WESLEY OLER JR J COPIES MAILED VIA USPS ON 10/6/10 09263501122012 Cumberland County - Orphans Court Page 54 ORC621 1/12/2012 Case No 1986-00398 CAJ 10/06/10 534 PRAECIPE DATED 10/6/10 ON 9/10/10 ACCOUNTS AND PETITIONS FOR ADJUDICATION WERE FILED WITH RESPECT TO THE MARITAL TRUST AND RESIDUARY TRUST UNDER THE WILL OF ROBERT M MUMMA TO BE PRESENTED FOR CONFIRMATION BY THE COURT ON 10/12/10 WE HEREBY REQUEST THAT SAID FILINGS NOT BE PRESENTED TO THE COURT FOR CONFIRMATION ON THAT DATE SAID ACCOUNTS AND PETITIONS TO BE REFILED SUBSEQUENT SAPETO 10/08/10 535 POST HEARING RESPONSE OF BARBARA MCK MUMMA DECEASED AND LISA M MORGAN AS EXECUTRICES OF AND TRUSTEES UNDER THE WILL OF ROBERT M MUMMA TO OBJECTIONS CAJ 10/12/10 536 FIRST AND FINAL ACCOUNT WITH SCHEDULE OF PROPOSED DISTRIBUTION PETITION FOR ADJUD/STATEMENT OF PROPOSED DISTRIBUTION-TRUST SAP 10/12/10 537 FIRST AND FINAL ACCOUNT WITH SCHEDULE OF PROPOSED DISTRIBUTION PETITION FOR ADJUD/STATEMENT OF PROPOSED DISTRIBUTION-TRUST SAP 10/14/10 538 ORDER OF COURT DATED 10/12/10 IN RE POST HEARING BRIEF OF BARBARA M MUMMA IN SUPPORT OF OBJECTIONS FILED BY BARBARA M MUMMA TO ACCOUNTS SUBMITTED BY BARBARA MCK MUMMA AND LISA M MORGAN HAVING BEEN ERRONEOUSLY ACCEPTED FOR FILING IN THE REGISTER OF WILLS OFFICE ON 10/-8/10 BRIEFS IN CUMBERLAND COUNTY ARE NOT PART OF THE DOCKET FILE THE BRIEF IS HEREBY STRICKEN FROM THE RECORD AND REFFERED TO THE COURT ADMINISTRATORS OFFICE FOR PROCESSING -BY THE COURT J WESLEY OLER JR J COPIES MAILED 10/14/10 CAJ 10/29/10 539 ANSWER OF LISA M MORGAN TO THE MOTION OF ROBERT M MUMMA II FOR DISQUALIFICATION AND REMOVAL OF LISA M MORGAN AS EXECUTRIX AND TRUSTEE DUE TO CONFLICT OF INTEREST CAJ 11/03/10 540 APPLICATION FOR AN EXTENTION OF TIME TO FILE AUDITORS REPORT CAJ 11/08/10 541 ORDER OF COURT DISQUALIFICATI~ TRUSTEE DUE TO FRIDAY JANUARY WESLEY OLER JR SAP DATED 11/8/10 IN RE MOTION OF ROBERT M MUMMA II FOR ON AND REMOVAL OF LISA M MORGAN AS EXECUTRIX AND CONFLICT OF INTEREST A HEARING IS SCHEDULED FOR 28, 2011 AT 1:30 PM IN COURTROOM 1 BY THE COURT J JUDGE COPIES MAILED ON 11/8/10 11/08/10 542 ORDER OF COURT DATED 11/7/10 IN RE APPLICATION FOR AN EXTENTION OF TIME TO FILE AUDITORS REPORT UPON APPLICATION OF THE AUDITOR PURSUANT TO RULE 8.2 OF THE RULES OF THE ORPHANS COURT THE AUDITOR 09263501122012 Cumberland County - Orphans Court Page 55 ORC621 I/12/2012 Case No 1986-00398 IN THIS MATTER JOSEPH D BUCKLEY SHALL NOW BE REQUIRED TO FILE HIS AUDITORS REPORT ON OR BEFORE 12/10/10 BY THE COURT J WESLEY OLER JR JUDGE COPIES MAILED ON 11/08/10 SAP 11/22/10 543 ENTRY OF APPEARANCE OF MAURICE R MITTS AS COUNSEL FOR ROBERT M MUMMA II BENEFICIARY UNDER DULY PROBATED WILL OF HIS FATHER CAJ 11/22/10 544 ADJUDICATION/STATEMEN~BOFCPROPOSED DISTRIBUTION OF THE MARITAL TRUST UNDER WILL CAJ 11/22/10 545 STATEMENT OF GENERAL OBJECTIONS TO PETITION OF ADJUDICATION/STATEMENT OF PROPOSED DISTRIBUTION OF THE RESIDUARY TRUST UNDER WILL CAJ 11/22/10 546 OBJECTIONS TO ACCOUNT THE RESIDUARY TRUST UNDER THE WILL CAJ 11/22/10 547 OBJECTIONS TO ACCOUNT OF THE MARITAL TRUST UNDER THE WILL CAJ 11/23/10 548 MOTION TO STAY AUDITORS PROCEEDINGS AND/OR TO STAY THE FILING OF AUDITORS FINAL REPORT CAJ 11/24/10 549 ORDER OF COURT DATED 11/24/10 IN RE OBJECTIONS TO ACCOUNTS UPON CONSIDERATION 1 THE STATEMENT OF GENERAL OBJECTIONS TO ACCOUNT OF RESID TRUST FILED ON BEHALF OF ROBERT M MUMMA II BY MAURICE R MITTS 2 THE OBJECTIONS TO ACCOUNT OF THE RESIDUARY TRUST FILED BY BARBARA M MUMMA 3 THE STATEMENT OF GENERAL OBJECTIONS TO PETITION OF ADJUDICAQTION/STATEMENT OF PROPOSED DISTRIBUTION OF THE MARITAL TRUST ON BEHALF OF ROBERT M MUMMA II BY MAURICE R MITTS 4 THE OBJECTIONS TO ACCOUNT OF MARITAL TRUST FILED BY BARBARA M MUMMA BYOTHE COURTPJ WESLEYLOLERS4RIJUDGEOCOPIESAMAIL~D 11/24/10 MATTWSZ 11/29/10 550 APPLICATION FOR AN EXTENTION OF TIME TO FILE AUDITORS REPORT SAP 11/29/10 551 APPOINTMENT OF AUDITOR JOSEPH D BUCKLEY CAJ 11/30/10 552 ORDER DATED 11/24/10 IN RE MOTION TO STAY AUDITORS PROCEEDINGS AND OR TO STAY THE FILING OF AUDITORS FINAL REPORT THE MOTION IS DENIED -BY THE COURT J WESLEY OLER JR J COPIES MAILED 11/30/10 CAJ 09263501122012 Cumberland County - Orphans Court Page 56 ORC621 i/12/2012 Case No 1986-00398 11/30/10 553 ORDER DATED 11/30/10 IN RE APPLICATION FOR AN EXTENTION OF TIME TO FILE AUDITORS REPORT JOSEPH D BUCKLEY SHALL NOW BE REQUIRED TO FILE HIS AUDITORS REPORT WITHIN 30 DAYS OF THE CLOSE OF THE HEARINGS WHICH SHALL BE HELD REGARDING THE OBJECTIONS TO THE ACCOUNT OF THE RESIDUARY TRUST AND THE MARITAL TRUST UNDER THE WILL OF ROBERT M MUMMA DECEASED AND THE OBJECTIONS TO THE STATEMENTS OF PROPOSED DISTRIBUTION OF THE SAID TRUSTS FILED 11/22/10 BY THE COURT J WESLEY OLER JR JUDGE COPIES MAILED ON 11/30/10 SAP 12/01/10 554 ORDER OF COURT DATED 11/23/10 IN RE OBJECTION FILED ON 11/22/10 BY MAURICE MITTS ESQ ON BEHALF OF ROBERT M MUMMA II AND THE OBJECTION FILED IN RE OF THE MARITAL TRUST ON 11/22/10 BY BARBARA M MUMMA PRO SE AND IT APPEARING TO THE COURT THAT THESE OBJECTIONS WILL NOT BE RESOLVED AMICABLY THE ACCOUNT FILED IN THIS MATTER WILL NOT BE CONFIRMED AT THIS TIME AND THE COURT WILL BY SEPERATE ORDER OF COURT APPOINT AN AUDITOR BY THE COURT J WESLEY OLER JR COPIES MAILED 12/01/10 WSZ 12/01/10 555 ORDER OF COURT DATED 11/23/10 IN RE OBJECTION FILED ON 11/22/10 BY MAURICE MITTS ESQ ON BEHALF OF ROBERT M MUMMA II AND THE OBJECTION FILED IN RE OF THE RESIDUAL TRUST ON 11/22/10 BY BARBARA M MUMMA PRO SE AND IT APPEARING TO THE COURT THAT THESE OBJECTIONS WILL NOT BE RESOLVED BE RESOLVED AMICABLY THE ACCOUNT FILED IN THIS MATTER WILL NOT BE CONFIRMED AT THIS TIME AND THE COURT WILL BY SEPERATE ORDER OF COURT APPOINT AN AUDITOR BY THE COURT J WESLEY OLER JR COPIES MAILED 12/01/10 WSZ 12/02/10 556 MOTION FOR CONTINUANCE OF HEARING WSZ 12/09/10 557 PRAECIPE FOR COMPULSORY SUBSTITUTION CAJ 12/10/10 558 ORDER OF COURT DATED 12/09/10 IN RE MOTION FOR CONTUNUANCE OF HEARING WITH THE COURTS SCHEDULE BEING SUCH THAT UNSCHEDULED TIME IS AVAILABLE FOR THE HEARING PRIOR TO APRIL 8 2011 THE MOTION IS DENIED BY THE COURT J WESLEY OLER JR JUDGE COPIES MAILED 12/10/10 SAP 12/17/10 559 ORDER DATED 12/16/10 IN RE PRAECIPE FOR COMPULSORY SUBSTITUTION A RULE IS ISSUED UPON LISA M MORGAN TO SHOW CAUSE IF ANY SHE WOULD HAVE WHY SHE SHOULD NOT BE IN HER CAPACITY AS PERSONAL REPRESENTATIVE OF AND ON BEHALF OF THE ESTATE OF BARBARA K MCKMUMMA DECEASED SUBSTITUTED AS THE SUCCESSOR OF THE SAID DECEASED FIDUCIARY BARBARA MCK MUMMA AS PARTY TO LITIGATION PENDING IN THE ABOVE CAPTIONED MATTER RULE RETURNABLE WITHIN 14 DAYS OF SERVICE OF THIS ORDER -BY THE COURT J WESLEY OLER JR J COPIES MAILED 12/17/10 CAJ 12/21/10 560 MOTION FOR ALLOWANCE OF APPERANCE AND TESTIMONY BY TELEPHONE 09263501122012 Cumberland County - Orphans Court Page 57 ORC621 I/12/2012 Case No 1986-00398 WSZ 12/22/10 561 PRAECIPE TO WITHDRAW CAJ 1/05/11 562 MOTION FOR PROTECTIVE ORDER WSZ 1/06/11 563 ACCEPTANCE OF SERVICE ON BEHALF OF LISA M MORGAN GEORGE B FALLER JR SAP 1/06/11 564 PRAECIPE TO FILE AFFIDAVIT OF SERVICE CAJ 1/07/11 565 SUBSTITUTION OF SUCCESSOR CAJ 1/07/11 566 NOTICE OF DEATH CAJ 1/11/11 567 RESPONSE BY BARBARA M MUMMA TO MOTION FOR PROTECTIVE ORDER FILE ON BEHALF OF LISA M MORGAN SAP 1/12/11 568 NOTICE OF AUDITORS HEARING THE AUDITOR JOSEPH D BUCKLEY APPOINTED BY THE COURT HAS SCHEDULED A HEARING FOR MONDAY TUESDAY WEDNESDAY THURSDAY AND FRIDAY MARCH 14 THROUGH 18 2011 BEGINNING AT 8:30 AM AND CONTINUING UNTIL 4:30 PM EACH DAY IN THE SECOND FLOOR COURT ROOM OLD COURTHOUSE CARLISLE PA THE PARTY FILING THE OBJECTIONS SHALL WITHIN 10 DAYS OF THIS NOTICE PROVIDE THE AUDITOR AND COUNSEL FOR THE ESTATE AND THE TRUSTS CREATED THEREUNDER THE SPECIFIC ISSUES TO BE RESOLVED AT THE HEARING WSZ 1/14/1.1 569 ORDER OF COURT DATED 1/13/11 IN RE MOTION FOR PROTECTIVE ORDER UPON CONSIDERATION OF LISA MUMMA MORGANS MOTION FOR PROTECTIVE ORDER FILED 1/5/11 AND IT BEING RELATED TO THE COURT BY COUNSEL FOR THE MOVING PARTY IN THE PERSONS OF BRADY L GREEN ESQUIRE AND JENNIDER L SPEARS ESQUIRE AND COUNSEL FOR ROBERT M MUMMA II IN THE PERSON OF MAURICE R MITTS ESQUIRE THAT THIS MATTER HAS BEEN AMICABLY RESOLVED BY THE SCHEDULING OF MS MORGANS DEPOSITION FOR TUESDAY 1/18/11 IN FLORIDA THE MOTION IS DEEMED MOOT BY THE COURT J WESLEY OLER JR JUDGE COPIES MAILED 1/14/11 SAP 1/25/11 570 EMERGENCY MOTION OF MORGAN LEWIS & BOCKUS LLP TO QUASH SUBPOENA DIRECTED TO MARC J SONNENFELD ESQUIRE CAJ 1/25/11 571 MOTION TO WITHDRAW AS COUNSEL WITHDRAW AS COUNSEL FOR ROBERT M 09263501122012 Cumberland County - Orphans Court Page 58 ORC621 1/12/2012 Case No 1986-00398 MUMMA II BENEFICIAR UNDER DULY PROBATED WILL OF HIS FATHER ROBERT M MUMMA CAJ 1/26/11 572 ORDER OF COURT DATED 01/25/11 IN RE MOTION TO WITHDRAW AS COUNSEL FOR ROBERT M MUMMA III BENEFICIARY UNDER DULY PROBATED WILL OF HIS FATHER ROBERT M MUMMA A RULE IS HEREBY ISSUED UPON ALL INTERESTED PARTIES TO SHOW CAUSE WHY THE RELIEF SHOULD NOT BE GRANTED RULE RETURNABLE AT A HEARING ALREADY SCHEDULED FOR FRIDAY 1/28/11 AT 1:30 PM IN COURTROOM 1 -BY THE COURT J WESLEY OLER JR J COPIES MAILED 1/26/11 1/27/11 573 ORDER OF COURT DATED 1/27/11 IN RE EMERGENCY MOTION OF MORGAN LEWIS & BOCKIUS LLP TO QUASH SUBPOENA DIRECTED TO MARC J SONNENFIELD ESQ AND IT APPEARING THAT THE SUBPOENA WAS SERVED ONLY 4 DAYS PRIOR TO SCHEDULED HEARING ON 1/28/11 THAT THE AFOREMENTIONED HEARING HAS BEEN PENDING SINCE 11/8/10 ABD THAT THE RELEVANCY OF THE WITNESSES TESTIMONY IS QUESTIONABLE AT BEST THE MOTION TO QUASH IS GRANTED WITHOUT PREJUDICE TO THE RIGHT OF THE PARTY WHO PROCURED THE SUBPOEBA TO MAKE AN OFFER OF PROOF AT THE HEARING AS TO THE RELVANCY OF THE TESTIMONY TO THE ISSUE OF THE HEARING BY THE CRT J WESLEY OLER JR JUDGE COPIES MAILED 1/27/11 SAP 2/03/11 574 ORDER OF COURT DATED 1/28/11 IN RE MOTION TO WITHDRAW AS COUNSEL FOR ROBERT M MUMMA II BENEFICIARY UNDER DULY-PROBATED WILL OF HIS FATHER ROBERT M MUMMA FILED BY MAURICE R MITTS ON BEHALF OF HIMSELF AND HIS FIRM MITTS MILAVEC LLC & IT APPEARING THAT THERE IS NO OBJECTION THERETO THE MOTION IS GRANTED AND MAURICE R MITTS AND MITTS MILAVEC LLC ARE RELIEVED OF ANY FURTHER RESPONSIBILITY IN THIS MATTER WITH RESPECT TO THE RESPRESENTATION OF ROBERT M MUMMA II BY THE COURT J WESLEY OLER JR JUDGE COPIES MAILED ON SAP/11 2/03/11 575 ORDER OF COURT DATED 1/28/11 IN RE MOTION FOR DISQUALIFICATION AND REMOVAL OF LISA M MRGAN AS EXECUTRIX AND TRUSTEE DUE TO CONFLICT OF INTEREST AND FOLLOWING A HEARING HELD ON THIS DATE THE RECORD IS DECLARED CLOSED AND THE PARTIES ARE DIRECTED TO FURNISH BRIEFS ON THE ISSUES WHICH THEY PERCEIVE TO EXIST IN THIS MATTER WITHIN 10 DAYS OF THE FILING OF THE NOTES OF TESTIMONY FROM TODAYS PROCEEDING BY THE COURT J WESLEY OLER JR JUDGE COPIES MAILED ON SAP/11 2/04/11 576 NOTICE RECONFIRMING PREVIOUS NOTICE OF AUDITORS HEARING 2/11/11 577 TRANSCRIPT OF PROCEEDINGS HELD BEFORE J WESLEY OLER JR J ON M1/AW8/11 IN COURTROOM 1 3/04/11 578 NOTICE OF AUDITORS HEARING JOSEPH D BUCKLEY HAS SCHEDULED A HEARING FOR MON TUE WED THUR AND FRI MAY 2 THRU 6 2011 BEGINNING AT 8:30 AM AND CONTINUING UNTIL 4:30 PM 5/2/11 WILL BE HELD IN 09263501122012 Cumberland County - Orphans Court Page 59 ORC621 I/12/2012 Case No 1986-00398 SIDE ROOM 203 HOLLAND BUILDING OF DICKINSON COLLEGE 28 N COLLEGE ST CARLISLE PA 5/3/11-5/6/11 WILL BE HELD IN THE SECOND FLOOR HEARING ROOM OLD CUMBERLAND COUNTY COURTHOUSE THE PARTIES FILING THE OBJECTIONS SHALL WITHIN 30 DAYS OF NOTICE PROVIDE COUNSEL FOR ESTATE AND TRUSTS A LIST OF WITNESSES TO BE CALLED A SUMMARY OF THE EVIDENCE TO BE INTRODUCED THROUGH SUCH WITNESS TOGETHER WITH A LIST OF ANY EXHIBITS CAJ 3/08/11 579 ORDER OF COURT DATED 03/04/11 IN RE MOTION FOR DISQUALIFICATION AND REMOVAL OF LISA M MORGAN AS EXECUTRIX AND TRUSTEE DUE TO CONFLICT OF INTEREST FILED BY ROBERT M MUMMA II PRO SE AND FOLLOWING A HEARING HELD ON 01/28/11 THE MOTION IS DENIED BY THE COURT J WESLEY OLER JR JUDGE COPIES MAILED 03/08/11 wsz 3/10/11 580 APPLICATION FOR AN EXTENTION OF TIME TO FILE AUDITORS REPORT CAJ 3/14/11 581 NOTICE OF APPEAL CERTIFICATE OF SERVICE CERTIFIED COPY OF DOCKET ENTRIES wsz 3/15/11 582 NOTICE OF APPEAL SENT UPS TO SUPERIOR COURT ON 03/15/11 WSZ 3/15/11 583 ORDER DATED 3/11/2011 IN RE APPLICATION//FO/R AN EXTENTION OF TIME REFLECT THATTJOSEPHPDRBUCKLE~RESQU~REISHALLINOWSBEMREQUDRED TO FILE HIS AUDITORS REPORT WITHIN 60 DAYS FOLLOWING THE CLOSE OF THE SCHEDULED HEARINGS OF MAY 2-6 2010 AND ANY EXTENTION THEREOF BY THE COURT J WESLEY OLER JR JUDGE COPIES MAILED 3/16/2011 SAP 3/16/11 584 ORDER OF COURT DATED 03/16/11 IN RE NOTICE OF APPEAL APPELLANT IS DIRECTED TO FILE OF RECORD IN THIS COURT AND TO SERVE UPON THE UNDERSIGNED JUDGE A CONCISE STATEMENT OF ERRORS COMPLAINED OF ON APPEAL NO LATER THAN 21 DAYS AFTER ENTRY OF THIS ORDER ANY ISSUES NOT PROPERLY INCLUDED IN THE STATEMENT TIMELY FILED AND SERVED PURSUANT TO THIS ORDER SHALL BE DEEMED WAIVED BY THE COURT J WESLEY OLER JR JUDGE COPIES MAILED 3/16/11 SAP 3/18/11 585 CAJURN RECEIPT OF NOTICE OF APPEAL BY SUPERIOR COURT 3/22/11 586 SUPERIOR COURT APPEAL DOCKET SHEET DOCKET NO 481 MDA 2011 RECORD DUE 05/13/11 WSZ 4/06/11 587 ROBERT M MUMMA II'S CONCISE STATEMENT OF MATTERS COMPLAINED OF ON 09263501122012 Cumberland County - Orphans Court Page 60 ORC621 1/12/2012 Case No 1986-00398 APPEAL REGARDING THE ORPHANS COURT ORDER ENTERED ON 3/8/11 AND THE APPEAL THEREOF TO THE SUPERIOR COURT DOCKETED AT NO 481 MDA 2009 CAJ 4/06/11 588 EMERGENCY MOTION FOR PROTECTION WITH RESPECT TO DEPOSITIONS OF SCOTT W MORGAN ESQUIRE THOMAS A FRENCH ESQUIRE AND MARC J SONNENFELD ESQUIRE NOTICED BY ROBERT M MUMMA II CAJ 4/08/11 589 MOTION IN LIMINE OF LISA M MORGAN TO EXCLUDE EVIDENCE AND TESTTMONY AS TO EVENTS AND ACTIONS PRIOR TO 1/1/04 CAJ 4/08/11 590 ROBERT M MUMMA IIS RESPONSE TO THE EMERGECY MOTION FOR PROTECTION WITH RESPECT TO DEPOSITIONS OF SCOTT W MORGAN ESQUIRE THOMAS A FRENCH ESQUIRE AND MARC J SONNENFELD ESQUIRE CAJ 4/08/11 591 MOTION TO ENFORCE COMPLIANCE WITH REQUEST FOR PRODUCTION OF DOCUMENTS UPON A PARTY AND MOTION FOR SANCTIONS CAJ 4/08/11 592 MOTION FOR JURY TRIAL CAJ 4/13/11 593 ORDER OF COURT DATED 04/12/11 IN RE EMERGENCY MOTION FOR PROTECTION WITH RESPECT TO DEPOSITIONS OF SCOTT W MORGAN ESQ THOMAS A FRENCH ESQ AND MARL J SONNENFELD ES NOTICED BY ROBERT M MUMMA II THE DEPOSITIONS SCHEDULED FOR 04/18Q/11 04/21/11 AND 04/22/11 ARE STAYED PENDING FURTHER ORDER OF COURT AND A RULE IS ISSUED UPON ROBERT M MUMM II TO SHOW CAUSE WHY THE RELIEF REQUESTED SHOULD NOT BE GRANTED RULE RETURNABLE WITHIN 21 DAYS FROM THE DATE OF THIS ORDER BY THE COURT J WESLEY OLER JR JUDGE wO~IES MAILED 04/13/11 4/15/11 594 EMERGENCY MOTION FOR PROTECTIVE ORDER TO STAY/PROHIBIT DEPOSITION OF COUNSEL AND MOTION TO QUASH SUBPOENA DUCES TECUM MAW 4/15/11 595 ORDER OF COURT DATED 4/14/11 IN RE MOTION IN LIMINE OF LISA M MORGAN TO EXCLUDE EVIDENCE AND TESTIMONY AS TO EVENTS AND ACTIONS COURT-APPOINTEDYAUDITOR4JOSEPH DOBUCKLEY ESQUIREDFOR AHBRIEF INTERIM REPORT ON THS ISSUE AND RECOMMENDED ORDER BY THE COURT J WESLEY OLER JR J MAW COPIES MAILED VIA USPS 4/15/11 4/15/11 596 ORDER OF COURT DATED 4/14/11 IN RE MOTION TO ENFORCE COMPLIANCE WITH REQUEST FOR PRODUCTION OF DOCUMENTS UPON A PARTY AND MOTION FOR SANCTIONS THIS MOTION IS REFERRED TO THE COURT-APPOINTED 09263501122012 Cumberland County - Orphans Court Pagqe 61 ORC621 I/12/2012 Case No 1986-00398 AUDITOR JOSEPH D BUCKLEY ESQ FOR A BRIEF INTERIM REPORT ON THE ISSUE AND RECOMMENDED ORDER BY THE COURT J WESLEY OLER JR J MAW COPIES MAILED VIA USPS 4/15/11 4/15/11 597 ORDER OF COURT DATED 4/14/11 IN RE EMERGENCY MOTION FOR PROTECTION WITH RESPECT TO DEPOSITIONS OF SCOTT W MORGAN ESQ THOMAS FRENCH ESQ AND MARC J SONNENFELD ESQ NOTICE BY ROBERT M MUMMA II AND THE ANSWER OF ROBERT M MUMMA II TO THE MOTION THE MOTION IS REFERRED TO THE COURT APPOINTED AUDITOR JOSEPH D BUCKLEY ESQ FOR A BRIEF INTERIM REPORT ON THE ISSUE AND RECOMMENDED ORDER BY THE COURT J J WESLEY OLER JR J MAW COPIES MAILED VIA USPS 4/15/11 4/15/11 598 ORDER OF COURT DATED EMERGENCY MOTION FOR PROTECTIVE ORDER TO STAY/PROHIBIT DEPOSITION OF COUNSEL AND MOTION TO QUASH SUBPOENA DUCES TECUM THE DEPOSTIION AND EFFECT OF THE SUBPOENA ARE STAYED PENDING FURTHER ORDER OF COURT THIS MATTER IS REFERRED TO THE AUDITOR FOR A BRIEF INTERIM REPORT AND RECOMMENDED ORDER BY THE COURT J WESLEY OLER JR J MAW COPIES MAILED VIA USPS 4/15/11 4/15/11 599 EMERGENCY MOTION OF LISA M MORGAN FOR DISCOVERY SANCTIONS AGAINST BARBARA M MUMMA WSZ 4/18/11 600 ORDER OF COURT DATED 04/18/11 IN RE MOTION FOR JURY TRIAL A RULE IS ISSUED UPON ALL OTHER INTERESTED PARTIES TO SHOW CAUSE WHY THE RELIEF REQUESTED SHOULD NOT BE GRANTED RULE RETURNABLE WITHIN 7 DAYS OF THE DATE OF SERVICE BY THE COURT J WESLEY OLER JUDGE COPIES MAILED 04/19/11 WSZ 4/19/11 601 EMERGENCY RESPONSE OF BARBARA M MUMMA TO EMERGENCY MOTION OF LISA MORGAN FOR DISCOVERY SANCTIONS CAJ 4/20/11 602 ORDER OF COURT DATED 04/18/11 IN RE EMERGENCY MOTION OF LISA M MORGAN FOR DISCOVERY SANCTIONS AGAINST BARBARA M MUMMA A RULE IS HEREBY ISSUED ON ALL INTERESTED PARTIES TO SHOW CAUSE WHY THE RELIEF REQUESTED SHOULD NOT BE GRANTED RULE RETURNABLE WITHIN 7 DAYS OF THE DATE OF SERVICE THIS MATTER IS REFERRED TO THE AUDITOR FOR A BRIEF INTERIM REPORT AND RECOMMENDED ORDER BY THE COURT J WESLEY OLER JUDGE COPIES MAILED 04/20/11 WSZ 4/25/11 603 AUDITOR'S INTERIM REPORT 4/21/11 AND REQUEST FOR ORDERS CAJ 4/25/11 604 NOTICE OF AUDITORS HEARING A HEARING SCHEDULED FOR 5/2/11 THROUGH 5/6/11 BEGINNING AT 8:30 AM AND CONTINUING UNTIL 4:30 PM THE FIRST 09263501122012 Cumberland County - Orphans Court Page 62 ORC621 1/12/2012 Case No 1986-00398 DAY OF HEARINGS HAD BEEN SCHEDULE TO BE HELD ON THE CAMPUS OF DICKINSON COLLEGE BUT HAS BEEN CHANGED TO THE COURTROOM OF OLD CUMBERLAND COUNTY COURTHOUSE SECOND FLOOR HEARING ROOM BY JOSEPH D BUCKLEY AUDITOR CAJ 4/26/11 605 ORDER OF COURT DATED 4/20/11 IN RE MOTION MADE BY ROBERT M MUMMA II IN COURSE OF A DEPOSITION PROCEEDING BEING HELD AT HIS OFFICE OVER THE OBJECTION OF LISA MORGAN THROUGH HER COUNSEL BRADY L GREEN ESQUIRE THAT ROBERT GEARY AN INDIVIDUAL RETAINED BY MS MORGAN'S COUNSEL BE EXCLUDED FROM THE DEPOSITION PROCEEDING AND IN THE ABSENCE OF ANY AUTHORITY OF WHICH THE COURT HAS BEEN APPRISED WHICH WOULD REQUIRE HIS EXCLUSION THE MOTION IS DENIED -BY THE COURT J WESLEY OLER JR J COPIES MAILED 4/26/11 CAJ 4/26/11 606 ROBERT M MUMMA II'S APPLICATION TO JOIN ADDITIONAL PARTIES IN INTEREST CAJ 4/26/11 607 ROBERT M MUMMA II'S RESPONSE TO THE EMERGENCY MOTION OF LISA M MORGAN FOR DISCOVERY SANCTIONS AGAINST BARBARA M MUMMA CAJ 4/26/11 608 EMERGENCY MOTION FOR PROTECTIVE ORDER TO QUASH SECOND SUBPOENA OF COUNSEL CAJ 4;27/11 609 ORDER DATED 4/26/11 IN RE EMERGENCY MOTION FOR PROTECTIVE ORDER TO STAY/PROHIBIT DEPOSITION OF COUNSEL AND MOTION TO QUASH SUBPOENA DUCES TECUM MOTION TO QUASH SUBPONEA IS GRANTED -BY THE COURT J WESLEY OLER JR J COPIES MAILED 4/27/11 CAJ 4/27/11 610 ORDER DATED 4/26/11 IN RE EMERGENCY MOTION OF LISA M MORGAN FOR DISCOVERY SANCTIONS AGAINST BARBARA M MUMMA UPON THE RECOMMENDATION OF THE AUDITOR IN THIS CASE IT IS HEREBY ORDERED THAT THE EMERGENCY MOTION AND DISCOVERY SANCTIONS AGAINST OBJECTOR BARBARA M MUMMA IS DISMISSED AS MOOT -BY THE COURT J WESLEY OLER JR J COPIES MAILED 4/27/11 CAJ 4/27/11 611 ORDER DATED 4/26/11 IN RE MOTION TO ENFORCE COMPLIANCE WITH REQUEST FOR PRODUCTION OF DOCUMENTS UPON A PARTY AND MOTION FOR SANCTIONS UPON THE RECOMMENDATION OF THE AUDITOR IN THIS CASE IT IS HEREBY ORDERED THAT THE MOTION TO ENFORCE COMPLIANCE WITH A REQUEST FOR PRODUCTION OF DOCUMENTS AND A MOTION FOR SANCTIONS AGAINST THE ESTATE IS DENIED -BY THE COURT J WESLEY OLER J COPIES CAJLED 4/27/11 4/27/11 612 ORDER DATED 4/26/11 IN RE MOTION IN LIMINE OF LISA M MORGAN TO EXCLUDE EVIDENCE AND TESTIMONY AS TO EVENTS AND ACTIONS PRIOR TO 09263501122012 Cumberland County - Orphans Court Page 63 ORC621 1/12/2012 Case No 1986-00398 JANUARY 1 2004 UPON THE RECOMMENDATION OF THE AUDITOR IN THIS CASE IT IS HERBY ORDERED THAT THE MOTION IN LIMINE TO EXCLUDE EVIDENCE AND TESTIMONY AS TO EVENTS OR ACTIONS PRIOR TO 1/4/04 IS GRANTED IN PART HOWEVER THE AUDITOR MAY IN HIS DISCRETION ACCEPT EVIDENCE AND TESTIMONY RELATIVE TO EVENTS OR ACTIONS OCCURRING PRIOR TO 1/1/04 AS HE MAY DEEM APPROPRIATE AND RELEVANT -BY THE COURT J WESLEY OLER JR J COPIES MAILED 4/27/11 CAJ 4/27/11 613 ORDER DATED 4/26/11 IN RE EMERGENCY MOTION FOR PROTECTION WITH RESPECT TO DEPOSITIONS OF SCOTT W MORGAN ESQUIRE THOMAS A FRENCH ESQUIRE AND MARL J SONNEFIELD ESQUIRE NOTICED BY ROBERT M MUMMA II UPON THE RECOMMENDATION OF THE AUDITOR IN THIS CASE IT IS HEREBY ORDERED THAT THE MOTION FOR PROTECTION WITH RESPECT TO DEPOSITIONS OF SCOTT W MORGAN ESQUIRE THOMAS A FRENCH ESQUIRE AND MARC J SONNENFELD ESQUIRE IS HEREBY GRANTED -BY THE COURT J WESLEY OLER CAJJ COPIES MAILED 4/27/11 4/28/11 614 ORDER OF COURT DATED 4/28/11 IN RE EMERGENCY MOTION FOR PROTECTIVE ORDER TO QUASH SECOND SUBPOENA OF COUNSEL A RULE IS HEREBY ISSUED ON ALL INTERESTED PARTIES TO SHOW CAUSE WHY THE RELIEF REQUESTED SHOULD NOT BE GRANTED RULE RETURNABLE WITHIN 7 DAYS OF SERVICE THIS MATTER IS REFERRED TO THE AUDITOR FOR A BRIEF INTERIM REPORT AND RECOMMENDED ORDER -BY THE COURT J WESLEY OLER JR J COPIES MAILED 4/29/11 CAJ 4/28/11 615 ORDER OF COURT DATED 4/28/11 IN RE ROBERT M MUMMA II'S APPLICATION TO JOIN ADDITIONAL PARTIES IN INTEREST A RULE IS HEREBY ISSUED ON ALL INTERESTED PARTIES TO SHOW CAUSE WHY THE RELIEF REQUESTED SHOULD NOT BE GRANTED RULE IS RETURNABLE WITHIN 7 DAYS OF THE DATE OF SERVICE THIS MATTER IS REFERRED TO THE AUDITOR FOR A BRIEF INTERIM REPORT AND RECOMMENDED ORDER -BY THE COURT J WESLEY OLER JR J COPIES MAILED 4/29/11 CAJ 4/29/11 616 RESPONSE OF LISA M MORGAN TO MOTION FOR JURY TRIAL CAJ 5/04/11 617 SUPPLEMENT TO ACCOUNT OF THE RESIDUAL TRUST UNDER THE WILL OF ROBERT M MUMMA DECEASED STATED BY LISA MUMMA MORGAN TRUSTEE WSZ 5/06/11 618 RESPONSE OF LISA M MORGAN TO APPLICATION TO JOIN ADDITIONAL PARTIES UNDER 20 PA CS 767 WSZ 5/06/11 619 ORDER OF COURT DATED 05/06/11 IN RE MOTION FOR JURY TRIAL FILED PR SE BY ROBERT M MUMMA II AND OF THE RESPONSE OF LISA M MORGAN AND THE COURT APPOINTED AUDITOR JOSEPH BUCKLERY ESQ HAVING ALREADY CONDUCTED 33 DAYS OF HEARING IN THIS CASE AS OF THE DATE OF FILING OF THIS MOTION THE MOTION IS DENIED BY THE COURT J WESLEY OLER JR JUDGE COPIES MAILED 05/06/11 09263501122012 Cumberland County - Orphans Court Page 64 ORC621 I/12/2012 Case No 1986-00398 wsz 5/11/11 620 ROBERT M MUMMA II'S APPLICATION TO JOIN ADDITIONAL PARTIES IN INTEREST (ANSWER FROM COMMONWEALTH OF PA) CAJ 5/13/11 621 NOTICE OF AUDITOR'S HEARING 5/24/11 AND 5/25/11 AND 6/20-22/11 BEGINNING 8:30 AM AND CONTINUING UNTIL 4:30 PM IN THE COURTROOM OF THE OLD COURTHOUSE HIGH AND HANOVER STREETS CARLISLE PA BY JOSEPH D BUCKLEY ESQ AUDITOR MAW 5/20/11 622 MOTION FOR RECONSIDERATION OF THE ORPHANS COURT ORDER DATED DB/06/2011 6/01/11 623 OPINION PURSUANT TO PA RAP 1925 BY THE COURT J WESLEY OLER JR J MAW 6/03/11 624 NOTICE OF TRANSMITTAL OF RECORD AND SERVICE OF LIST OF RECORDS COPIES MAILED VIA USPS 06/03/11 WSZ 6/08/11 625 CERTIFICATE AND TRANSMITTAL OF RECORD RECORD WAS RECEIVED BY SUPERIOR COURT ON 6/7/11 CAJ 6/22/11 626 AUDITOR'S INTERIM REPORT JUNE 21, 2011 AND REQUEST FOR ORDERS MAW 6/22/11 627 APPLICATION FOR LEAVE TO REQUIRE SECURITY FOR PAYMENT OF THE ADUITOR'S EXPENSES AND FEES MAW 6/24/11 628 ORDER DATED 6/23/11 IN RE UPON THE RECOMMENDATION OF THE AUDITOR IN THIS CASE IT IS HEREBY ORDERED THAT THE EMERGENCY MOTION FOR A PROTECTIVE ORDER TO QUASH SUBPONEAS OF JEFFREY BOSWELL IS HEREBY DISMISSED AS MOOT -BY THE COURT J WESLEY OLER JR J COPIES MAILED CAJ4/11 6/23/11 629 ORDER OF COURT DATED 6/23/11 IT IS HEREBY ORDERED THAT THE AUDITOR JOSEPH D BUCKLEY SHALL BE PAID AN INTERIM AMOUNT OF $37497.00 TO BE PAID BY THE ESTATE AND OR THE TRUSTS CREATED UNDER THE WILL 50% PERCENT FROM MARITAL TRUST AND 50% FROM RESIDUARY TRUST PAYMENTS SHALL BE MADE DIRECTLY TO JOSEPH D BUCKLEY AND SHALL BE WITHIN 5 DAYS OF THIS ORDER SUCH PAYMENT SHALL IN NO WAY REFLECT RESPONSIBILITY FOR THE ULTIMATE DETERMINATION TO WHAT PERSONS OR ENTITY SHALL BEAR THE FEES AND COSTS ASSOCIATED WITH THE AUDIT DETERMINATION SHALL BE MADE AT THE CLOSE OF THIS MATTER -BY THE COURT J WESLEY OLER JR J COPIES MAILED 6/24/11 CAJ 09263501122012 Cumberland County - Orphans Court Page 65 ORC621 1/12/2012 Case No 1986-00398 6/24/11 630 ORDER DATED 6/23/11 IN RE UPON RECOMMENDATION OF THE AUDITOR IN THIS CASE IT IS HEREBY ORDERED THAT_ROBERT M MUMMA II'S APPLICATION TO JOIN ADDITIONAL PARTIES IN INTEREST IS HEREBY REJECTED AND THE REQUESTED ADDITIONAL PARTIES TO WIT THE INTERNAL REVENUE SERVICE THE PA DEPT OF REVENUE AND THE PA ATTORNEY GENERALS OFFICE ARE RELIEVED OF ANY OBLIGATION TO PARTICIPATE -BY THE COURT J WESLEY OLER JR J COPIES MAILED 6/24/11 CAJ 7/25/11 631 ORDER OF COURT DATED 7/25/2011 IN RE MOTION FOR RECONSIDERATION OF THE ORPHANS COURT ORDER DATED 5/6/2011 THE MOTION IS DENIED BY THE COURT J WELLEY OLER JR JUDGE COPIES MAILED 7/25/2011 DB 8/26/11 632 PETITION TO AUTHORIZE DISTRIBUTIONS CAJ 9/02/11 633 ORDER OF COURT DATED 9/2/2011 IN DISTRUBUTIONS UPON CONSIDERATION INTERESTED PARTIES TO SHOW CAUSE NOT BE GRANTED RULE RETUNABLE WI' ORDER BY THE COURT J WESLEY OLER DB RE PETITION TO AUTHORIZE A RULE IS HEREBY ISSUED UPON ALL WHY THE RELIEF REQUESTED SHOULD THIN 20 DAYS OF THE DATE OF THIS JR JUDGE COPIES MAILED 9/2/2011 9/22/11 634 ANSWER OF M & T BANK TO PETITION TO AUTHORIZE DISTRIBUTIONS CAJ 9/22/11 635 RESPONSE TO PETITION TO AUTHORIZE DISTRIBUTIONS ORDER OF COURT CAJ 10/05/11 636 ORDER OF COURT DATED 10/5/11 IIJ RE PETITION TO AUTHORIZE DISTRIBUTIONS AND THE RESPONSE THIS MATTER IS REFERRED TO THE AUDITOR FOR A BRIEF INTERIM REPORT AND RECOMMENDED ORDER -BY THE COURT J WESLEY OLER JR J COPIES MAILED 10/5/11 CAJ 10/31/11 6?7 POST HEARING RESPONSE OF BARBARA MCK MUMMA AND LISA M MORGAN TO OBJECTIONS OF BARBARA M MUMMA TO ACCOUNTS FOR MARITAL AND RESIDUARY TRUSTS UNDER WILL OF ROBERT M MUMMA DECEASED WSZ 10/31/11 638 POST HEARING RESPONSE OF BARBARA M MUMMA IN SUPPORT OF OBJECTIONS FILED BY BARBARA M MUMMA TO ACCOUNTS OF THE RESIDUARY TRUST AND MARITAL TRUST FILED BY LISA M MORGAN WSZ 12/07/11 639 RESPONDENT M&T BANKS REQUEST FOR PARTIAL DISPOSITION ON UNDISPUTED ISSUES OF FACT IN THE NATURE OF A MOTION FOR PARTIAL JUDGEMENT ON THE PLEADINS WSZ 12/09/11 640 AUDITOR'S INTERIM REPORT 12/05/11 AND REQUEST FOR ORDERS 09263501122012 Cumberland County - Orphans Court Paqe 66 ORC621 1/12/2012 Case No 1986-00398 WSZ 12/14/11 641 RESPONDENT ROBERT M MUMMAS ANSWERS TO RESPONDENT M & T BANKS REQUEST FOR PARTIAL DISPOSITION ON UNDISPUTED ISSUED OF FACT IN THE NATURE OF A MOTION FOR PARTIAL JUDGMENT ON THE PLEADINGS CAJ 12/14/11 642 ORDER DATED 12/13/2011 IN RE AUDITORS INTERIM REPORT 12/5/2011 AN REQUEST FOR ORDERS UPON RECOMMENDATION OF THE AUDITOR IN THIS CASE IT IS HEREBY ORDERED THAT THE MONEY MARKET ACCOUNT OF D E DISTRIBUTION CORPORATION CURRENTLY MAINTAINED AT M&T BANK HAVING AN ACCOUNT NUMBER ENDING IN 5251 SHALL BE RELEASED AND M&T BANK IS HEREBY DIRECT TO DISBURES BY WIRE TRANSFER THE ENTIRE BALANCE OF D E DISTRIBUTION CORPORATIONS CHECKING ACCOUNT AT FULTON BANK IT IS FURTHER ORDERED THAT THE SUM OF $125,000.00 FROM THE ACCOUNTS OF MUMMA REALTY ASSOCIATES I BE DISTRIBUTED TO THE TRUST ESTABLISHED UNDER THE WILL OR ROBERT M MUMMA CONTINUED 12/14/11 643 CONTINUED AND THAT THIS AMOUNT SHALL BE A CREDIT TO ANY FUTURE DISTRIBUTIONS TO WHICH THE SAID TRUST ESTABLISHED UNDER THE WILL OF ROBERT M MUMMA SHAL BE ENTITLED BY THE COURT J WESLEY OLER JR JUDGE COPIES DMBLED 12/15/2011 12/27/11 644 MOTION FOR RECONSIDERATION CAJ 12/28/11 645 ORDER OF COURT DATED 12/27/11 AN AUDITORS REPORT PENDING IN THE ABOVE MATTER THE COURT ADMINISTRATOR IS DIRECTED TO REASSIGN THE ABOVE CASE TO ANOTHER JUDGE DUE TO THE UNDERSIGNED JUDGES RETIREMENT AT THE END OF 2011 -BY THE COURT J WESLEY OLER JR J COPIES MAILED 12/28/11 CAJ 1/09/12 646 ORDER OF COURT DATED 1/9/12 IN RE MOTION FOR RECONSIDERATION FILED BY ROBERT M MUMMA II WITH RESPECT TO THE COURT ORDER OF 12/13/11 THE MOTION IS DENIED -BY THE COURT J WESLEY OLER JR J COPIES MAILED 1/9/12 CAJ 1/09/12 647 RESPONDENT M & T BANKS PRAECIPE TO FILE AFFIDAVIT IN COMPLIANCE WITH COURT ORDER DATED 12/13/11 CAJ 1/11/12 648 RESPONDENT M&T BANKS RESPONSE TO ROBERT M MUMMA II MOTION FOR WSZONSIDERATION