HomeMy WebLinkAbout04-26-12Richard F. Rinaldo
Pa. I.D. No. 33222
Williams Coulson Johnson Lloyd
Parker & Tedesco, LLC
One Gateway Center, 16th Floor
Pittsburgh, PA 15222
(412-454-0200
Attorneys for Barbara M. Mumma
~,
G: ,f
G f~J
~~ ~ c-,
,_
-~~_;
:; _,
~~; - : _ -.
~-;,
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY,
PENNSYLVANIA
In re: ORPHANS' COURT DIVISION
Estate of Robert M. Mumma, Deceased.
No. 21-86-398
RESPONSE OF BARBARA M. MUMMA IN OPPOSITION TO
PETITION TO AUTHORIZE PLAN OF LIQUIDATION
In accordance with the Rule to Show Cause issued by this Court on April 16,
2012, Barbara M. Mumma ("Babs Mumma"), by her attorneys, Williams Coulson
Johnson Lloyd Parker & Tedesco, LLC, hereby files and serves Barbara Mumma's
Response in Opposition to the Petition to Authorize Plan of Liquidation ("Peti-
tion")and respectfully request that this Court not grant the relief requested by the
Petition.
Answer
1. As to the allegations of paragraph 1 of the Petition, Babs Mumma re-
sponds that Lisa M. Morgan is currently a Co-Executrix of the above-captioned Es-
tate because, contrary to the allegations of paragraph 5 of the Petition, the Estate
was not closed on September 30, 2003 and has not been closed as of this date be-
cause there are Objections to the Account filed which remain pending at this time.
The other Co-Executrix of the Estate is Barbara Mumma. Babs Mumma agrees
that, as of this date, Lisa M. Morgan is the sole Trustee of the Marital Trust and the
Residuary Trust under the will of Robert M. Mumma, Deceased (the "Will").
2. As to the allegations of paragraph 2 of the Petition, Babs Mumma re-
sponds that Robert M. Mumma II, Babs Mumma, Linda Mumma and Lisa M.
Morgan are the four beneficiaries of the Marital Trust and Residuary Trust, accord-
ing to the express terms of the Will.
3. Admitted.
4. Admitted.
5. As to the allegations of paragraph 5 of the Petition, Babs Mumma re-
sponds that it is true that Mrs. Mumma and Lisa Morgan, in their capacities as Co-
Executrixes prior to July 17, 2010, filed Interim and Final Accounts which covered
certain periods after 1986.
6. As to the allegations of paragraph 6 of the Petition, Babs Mumma re-
sponds that it is true that Mrs. Mumma and Lisa Morgan, in their capacities as Co-
Trustees prior to July 17, 2010, filed Interim and Final Accounts which covered
certain periods after 1986.
-2-
7. Admitted.
8. Admitted.
9. As to the allegations of paragraph 9 of the Petition, Babs Mumma re-
sponds that Babs Mumma filed certain objections to the accounts filed by Mrs.
Mumma and by Lisa Morgan. Said objections are filed of record in this matter and
have not yet been ruled upon or decided. Robert M. Mumma II separately filed ob-
jections which he had and has to the accounts filed by Mrs. Mumma and by Lisa
Morgan. The objections filed by Robert M. Mumma II also are filed of record in
this matter and Mr. Mumma's objections also have not yet been ruled upon or de-
cided.
10. As to the allegations of paragraph 10 of the Petition, Babs Mumma
agrees that this Court has referred the objections filed to Joseph D. Buckley as Au-
ditor ("Auditor Buckley"), for a report and recommendation.
11. As to the allegations of paragraph 11 of the Petition, Babs Mumma re-
sponds that beginning in Apri12009 and concluding in June 2011, Auditor Buckley
conducted evidentiary hearings as to the objections filed by Babs Mumma and as
to the objections filed by Robert M. Mumma II.
12. As to the allegations of paragraph 12 of the Petition, Babs Mumma re-
sponds that it is her understanding that the hearings before Auditor Buckley have
concluded and that Auditor Buckley will issue a report and recommendation at
-3-
some point in the future. To date, Auditor Buckley has not filed a report or recom-
mendation as to the objections.
13. As to the allegations of paragraph 13 of the Petition, Babs Mumma re-
sponds that the document attached as Exhibit "A" to the Petition purports to be a
summary of appraisals of certain real properties in which the Marital and/or Resid-
uary Trust claim to hold an interest, and that the summary purports to estimate the
value of such properties as of 2010. Babs Mumma denies that the summary accu-
rately values some or all of the properties listed thereon even as of the year 2010,
and further notes that the purported values are approximately two years out of date.
Moreover, the interest claimed by the Marital and/or Residuary Trust in some or all
of the properties listed in Exhibit "A" is a disputed issue of fact.
14. As to the allegations of paragraph 14 of the Petition, the ownership in-
terest of the Residuary Trust has been and remains a disputed issue of fact. Babs
Mumma, after reasonable investigation, is without knowledge or information suffi-
cient to form a belief as to the purported interests set forth in paragraph 14 of the
Petition, and therefore said allegations are deemed denied and Babs Mumma de-
mands strict proof thereof. Moreover, as set forth more particularly below, the Will
expressly provides as to the Residuary Trust that: "Upon the death of my said wife,
the principal of this trust, as it is then constituted, ...shall be paid over by my
surviving trustee ...unto my children, ROBERT M. MUMMA, II, BARBARA M.
-4-
McCLURE [now Babs Mumma], LINDA M. ROTH [NOW Linda Mumma] and
LISA M. MLJMMA [now Lisa Morgan], share and share alike, per stirpes and
not per capita" (Will, Paragraph Eighth, emphasis supplied). Accordingly, re-
gardless of the accuracy of the allegations of paragraph 14 of the Petition, upon the
date of death of Barbara McK. Mumma on July 17, 2010, Lisa Morgan, as the
then-surviving Trustee, was required under the clear and unequivocal directives of
Paragraph 8 of the Will to pay over whatever interest the Residuary Trust then had
to each of the four beneficiaries (25% to each of whatever interest the Residuary
Trust then had), and the fact that Lisa Morgan has failed to do so in violation of the
Will cannot serve as a basis or justification for Lisa Morgan now to presume to
claim that the Residuary Trust should be permitted by this Court to exercise its
rights because of a percentage interest which it no longer legitimately possesses.
15. As to the allegations of paragraph 15 of the Petition, Babs Mumma
denies said allegations and incorporates by reference her Response to paragraph 14
of the Petition set forth above.
16. As to the allegations of paragraph 16 of the Petition, the ownership in-
terest of the Residuary Trust has been and remains a disputed issue of fact. Babs
Mumma, after reasonable investigation, is without knowledge or information suffi-
dent to form a belief as to the purported interests set forth in paragraph 16 of the
Petition, and therefore said allegations are deemed denied and Babs Mumma here-
-5-
by demands strict proof thereof. Moreover, as set forth more particularly below,
the Will expressly provides, in pertinent part, as to the Residuary Trust that: "Up-
on the death of my said wife, the principal of this trust, as it is then constituted . .
.shall be paid over by my surviving trustee ...unto my children, ROBERT M.
MUMMA, II, BARBARA M. McCLURE [now Babs Mumma], LINDA M. ROTH
[NOW Linda Mumma] and LISA M. MUMMA [now Lisa Morgan], share and
share alike, per stirpes and not per capita" (Will, Paragraph Eighth, emphasis
supplied). Accordingly, regardless of the accuracy of the allegations of paragraph
16 of the Petition, upon the date of death of Barbara McK. Mumma on July 17,
2010, Lisa Morgan, as the then-surviving Trustee, was required under the clear and
unequivocal directives of Paragraph 8 of the Will to pay over whatever interest the
Residuary Trust then had to each of the four beneficiaries (25% to each of whatev-
er interest the Residuary Trust then had), and the fact that Lisa Morgan has failed
to do so in violation of the Will cannot serve as a basis or justification for Lisa
Morgan now to presume to claim that the Residuary Trust should be permitted by
this Court to exercise its rights because of a percentage interest which it no longer
legitimately possesses.
17. As to the allegations of paragraph 17 of the Petition, Babs Mumma
denies said allegations and incorporates by reference her Response to paragraph 16
of the Petition set forth above.
-6-
18. As to the allegations of paragraph 18 of the Petition, Babs Mumma is
informed and believes that the Estate of Barbara McK. Mumma in Florida has been
closed, and therefore Babs Mumma is without knowledge or information sufficient
to form a belief as to the truth of the allegation that Lisa Morgan remains the Ex-
ecutrix of the Estate of Barbara McK. Mumma at this time or whether the Estate of
Barbara McK. Mumma has any interest at all in MRA I or MRA II, but Babs
Mumma is informed and believes that, pursuant to the express terms of the Will as
set forth in paragraph 14 above, the Estate of Barbara McK. Mumma may not have
had such interest.
19. As to the allegations of paragraph 19 of the Petition, Babs Mumma
does not understand what Lisa Morgan intends by the use of the term "bulk." Babs
Mumma agrees that MRA I and MRA II, both tenancies in common, have owner-
ship interests in certain real estate assets. As to the ownership of particular parcels,
the Petition provides inadequate information as to such ownership.
20. As to the allegations of paragraph 20 of the Petition, after reasonable
investigation, Babs Mumma is without knowledge or information at this time to
form a belief as to the truth of said allegations, and therefore said allegations are
deemed denied and Babs Mumma hereby demands strict proof thereof.
21. As to the allegations of paragraph 21 of the Petition, after reasonable
investigation, Babs Mumma is without knowledge or information at this time to
-7-
form a belief as to the truth of said allegations, and therefore said allegations are
deemed denied and Babs Mumma hereby demands strict proof thereof.
22. As to the allegations of paragraph 22 of the Petition, Babs Mumma re-
sponds that after reasonable investigation she is without knowledge or information
sufficient to form a belief as to the truth of the allegations of said paragraph, and
therefore said allegations are deemed denied and strict proof thereof is demanded.
23. As to the allegations of paragraph 23 of the Petition, the ownership in-
terest of the Marital Trust has been and remains a disputed issue of fact. Babs
Mumma, after reasonable investigation, is without knowledge or information suffi-
cient to form a belief as to the purported interests set forth in paragraph 23 of the
Petition, and therefore said allegations are deemed denied and Babs Mumma here-
by demands strict proof thereof. Moreover, as set forth more particularly below,
the Will expressly provides as to the Marital Trust that: "Upon the death of my said
wife, the principal of this Trust, as it is then constituted, shall be paid over by my
surviving trustee unto my children, ROBERT M. MUMMA, II, BARBARA M.
McCLURE [now Babs Mumma], LINDA M. ROTH [NOW Linda Mumma] and
LISA M. MLTMMA [now Lisa Morgan], free of this Trust, share and share alike.
per stirpes and not per capita" (Will, Paragraph Seventh, emphasis supplied).
Accordingly, regardless of the accuracy of the allegations of paragraph 23 of the
Petition, upon the date of death of Barbara McK. Mumma on July 17, 2010, Lisa
-8-
Morgan, as the then-surviving Trustee, was required under the clear and unequivo-
cal directives of Paragraph 7 of the Will to pay over whatever interest the Residu-
ary Trust then had to each of the four beneficiaries (25% to each of whatever inter-
est the Marital Trust then had), and the fact that Lisa Morgan has failed to do so in
violation of the Will cannot serve as a basis or justification for Lisa Morgan now to
presume to claim that the Marital Trust should be permitted by this Court to exer-
cise its rights because of a percentage interest which it no longer legitimately pos-
sesses.
24. As to the allegations of paragraph 24 of the Petition, the ownership in-
terest of the Marital Trust has been and remains a disputed issue of fact. Babs
Mumma, after reasonable investigation, is without knowledge or information suffi-
cient to form a belief as to the purported interests set forth in paragraph 24 of the
Petition, and therefore said allegations are deemed denied and Babs Mumma here-
by demands strict proof thereof. Moreover, as set forth more particularly below,
the Will expressly provides as to the Marital Trust that: "Upon the death of my said
wife, the principal of this Trust, as it is then constituted, shall be paid over by my
surviving trustee unto my children, ROBERT M. MUMMA, II, BARBARA M.
McCLURE [now Babs Mumma], LINDA M. ROTH [NOW Linda Mumma] and
LISA M. MUMMA [now Lisa Morgan], free of this Trust, share and share alike.
per stirpes and not per capita" (Will, Paragraph Seventh, emphasis supplied).
-9-
Accordingly, regardless of the accuracy of the allegations of paragraph 24 of the
Petition, upon the date of death of Barbara McK. Mumma on July 17, 2010, Lisa
Morgan, as the then-surviving Trustee, was required under the clear and unequivo-
cal directives of Paragraph 7 of the Will to pay over whatever interest the Residu-
ary Trust then had to each of the four beneficiaries (25% to each of whatever inter-
est the Marital Trust then had), and the fact that Lisa Morgan has failed to do so in
violation of the Will cannot serve as a basis or justification for Lisa Morgan now to
presume to claim that the Marital Trust should be permitted by this Court to exer-
cise its rights because of a percentage interest which it no longer legitimately pos-
sesses. Babs Mumma further incorporates herein her Response to paragraph 18
above.
25. As to the allegations of paragraph 25 of the Petition, Babs Mumma is
informed and believes that the Estate of Barbara McK. Mumma in Florida has been
closed, and therefore Babs Mumma is without knowledge or information sufficient
to form a belief as to the truth of the allegation that Lisa Morgan remains the Ex-
ecutrix of the Estate of Barbara McK. Mumma at this time or whether the Estate of
Barbara McK. Mumma has any interest at all in MRA I or MRA II, but Babs
Mumma is informed and believes that, pursuant to the express terms of the Will as
set forth in paragraph 23 above, the Estate of Barbara McK. Mumma may not have
-10-
had such interest. By way of further Response, Babs Mumma hereby incorporates
herein paragraph 24 above.
26. As to the allegations of paragraph 26 of the Petition, after reasonable
investigation Babs Mumma is without knowledge or information sufficient to form
a belief as to the truth of said allegations, and therefore said allegations are deemed
denied and Bab Mumma demands strict proof thereof.
27. As to the allegations of paragraph 27 of the Petition, after reasonable
investigation Babs Mumma is without knowledge or information sufficient to form
a belief as to the truth of said allegations, and therefore said allegations are deemed
denied and Bab Mumma demands strict proof thereof. By way of further response,
Babs Mumma responds that, if the allegations concerning the life insurance poli-
Gies are accurate, the life insurance policies in question have current cash values in
excess of $2,000,000 and the Petition has made no showing as to its inability to
pay for the various financial obligations which might exist for the Estate or the
Trusts.
28. As to the allegations of paragraph 28 of the Petition, the ownership in-
terest of the Marital Trust has been and remains a disputed issue of fact. Babs
Mumma, after reasonable investigation, is without knowledge or information suffi-
cient to form a belief as to the purported interests set forth in paragraph 28 of the
Petition, and therefore said allegations are deemed denied and Babs Mumma here-
-11-
by demands strict proof thereof. Moreover, as set forth more particularly below,
the Will expressly provides as to the Marital Trust that: "Upon the death of my said
wife, the principal of this trust, as it is then constituted, ...shall be paid over by
my surviving trustee unto my children, ROBERT M. MUMMA, II,
BARBARA M. McCLURE [now Babs Mumma], LINDA M. ROTH [NOW Linda
Mumma] and LISA M. MUMMA [now Lisa Morgan], share and share alike, per
stirpes and not uer cauita" (Will, Paragraph Seventh, emphasis supplied). Ac-
cordingly, regardless of the accuracy of the allegations of paragraph 28 of the Peti-
tion, upon the date of death of Barbara McK. Mumma on July 17, 2010, Lisa Mor-
gan, as the then-surviving Trustee, was required under the clear and unequivocal
directives of Paragraph 7 of the Will to pay over whatever interest the Residuary
Trust then had to each of the four beneficiaries (25% to each of whatever interest
the Marital Trust then had), and the fact that Lisa Morgan has failed to do so in vi-
olation of the Will cannot serve as a basis or justification for Lisa Morgan now to
presume to claim that the Marital Trust should be permitted by this Court to exer-
cise its rights because of a percentage interest which it no longer legitimately pos-
sesses. Babs Mumma further incorporates herein her Response to paragraph 18
above.
29. As to the allegations of paragraph 29 of the Petition, Babs Mumma is
informed and believes that the Estate of Barbara McK. Mumma in Florida has been
-12-
closed, and therefore Babs Mumma is without knowledge or information sufficient
to form a belief as to the truth of the allegation that Lisa Morgan remains the Ex-
ecutrix of the Estate of Barbara McK. Mumma at this time or whether the Estate of
Barbara McK. Mumma has any interest at all in MRA I or MRA II, but Babs
Mumma is informed and believes that, pursuant to the express terms of the Will as
set forth in paragraph 23 above, the Estate of Barbara McK. Mumma may not have
had such interest. By way of further Response, Babs Mumma hereby incorporates
herein paragraph 24 above.
30. As to the allegations of paragraph 30 of the Petition, after reasonable
investigation Babs Mumma is without knowledge or information sufficient to form
a belief as to the truth of said allegations, and therefore said allegations are deemed
denied and Bab Mumma demands strict proof thereof.
31. As to the allegations of paragraph 31 of the Petition, after reasonable
investigation Babs Mumma is without knowledge or information sufficient to form
a belief as to the truth of said allegations, and therefore said allegations are deemed
denied and Bab Mumma demands strict proof thereof.
32. As to the allegations of paragraph 32 of the Petition, after reasonable
investigatian Babs Mumma is without knowledge or information sufficient to form
a belief as to the truth of said allegations, and therefore said allegations are deemed
denied and Bab Mumma demands strict proof thereof.
-13-
33. As to the allegations of paragraph 33 of the Petition, after reasonable
investigation Babs Mumma is without knowledge or information sufficient to form
a belief as to the truth of said allegations, and therefore said allegations are deemed
denied and Bab Mumma demands strict proof thereof. By way of further Re-
sponse, Babs Mumma hereby incorporates herein paragraphs 23-24 and 28 above.
34. As to the allegations of paragraph 34 of the Petition, after reasonable
investigation Babs Mumma is without knowledge or information sufficient to form
a belief as to the truth of said allegations, and therefore said allegations are deemed
denied and Bab Mumma demands strict proof thereof. By way of further Re-
sponse, Babs Mumma hereby incorporates herein paragraphs 14, 16, 23-24 and 28
above.
35. As to the allegations of paragraph 35 of the Petition, after reasonable
investigation Babs Mumma is without knowledge or information sufficient to form
a belief as to the truth of said allegations, and therefore said allegations are deemed
denied and Bab Mumma. demands strict proof thereof. Babs Mumma further Re-
sponds that Lisa Morgan has never provided any information or documentation to
support her allegation that the real estate to which the Petition refers requires "sub-
stantial capital expenditures." To the contrary, Babs Mumma is informed and be-
lieves that Lisa Morgan, acting in her capacity as Co-Executrix prior to July 17,
2010 and in her capacity as Trustee, has not in fact expended substantial funds on
-14-
the maintenance o, development or improvement of the real estate parcels to which
the Petition refers. By way of further Response, Babs Mumma hereby incorporates
herein paragraphs 14, 16, 23-24 and 28 above.
36. Admitted. By way of further Response, Babs Mumma avers that, giv-
en the express terms of paragraphs 7 and 8 of the Will, Babs Mumma, Robert M.
Mumma II and Linda Mumma should be consulted and give approval prior to the
sale or disposal of any of the substantial assets to which the Petition refers, and Li-
sa Morgan has not consulted or sought approval from any of her siblings, who to-
gether constitute 75% of the beneficiaries of the Trusts in question.
37. As to the allegations of paragraph 37 of the Petition, Babs Mumma
denies the allegation as stated. Babs Mumma is aware of one discussion held in
the context of the proceedings before the Auditor and with the involvement of the
Auditor himself. Babs Mumma stands ready to make agood-faith effort to address
the question of the disposition of the assets of the Trust to the extent that such dis-
position would be consistent with the Will, but has not been asked to do so. In
fact, the efforts of Babs Mumma to initiate such discussions with an independent
outside mediator, Andrew Hier, have been frustrated to date.
38. As to the allegations of paragraph 38 of the Petition, Babs Muinma re-
sponds that the Petition provides no documentation or information as to any pur-
ported "substantial financial obligations of the Trusts" and Lisa Morgan has pro-
-15-
vided no such documentation to Babs Mumma, and Babs Mumma, after reasonable
investigation, is without knowledge or information sufficient to form a belief as to
the truth of the allegations concerning either the claimed "lack of liquidity" or any
financial obligations of the Trusts. Babs Mumma understands that there has been a
history of litigation, which to a substantial extent remains pending at this time.
However, Babs Mumma expressly denies that it would be appropriate to sell the
real estate assets to which the Petition refers. To the contrary, Babs Mumma avers
that not only would such sale violate the express terms of the Will, but also such
sale would not be in the financial best interests of Babs Mumma or, for that matter,
the other beneficiaries of the Estate and the Trusts given the nature of the assets
and the economic circumstances in the relevant geographic area at this time.
Moreover, objections to the Accounts remain pending at this time and, in any
event, to the extent that assets should be distributed, they should be distributed in
accordance with the express terms of paragraphs 7 and 8 of the Will, and not sold
in a manner which violates but the express terms of the Will and the intent of the
Testator, Robert M. Mumma.
39. Paragraph 39 of the Petition sets forth Lisa Morgan's desires. As to
whether the life insurance policies should be liquidated at this time, Babs Mumma
has no information on which to base a response to the allegation. Babs Mumma
-16-
therefore demands strict proof as to whether the liquidation of the policies in ques-
tion would be appropriate.
40. Paragraph 40 of the Petition sets forth merely that Lisa Morgan seeks
an Order authorizing her to engage a third party to sell all of the assets of the vari-
ous entities to which paragraph 40 of the Petition refers. Babs Mumma expressly
denies that such an order would be in the best interests of Babs Mumma or, for that
matter, the best interests of any of the beneficiaries. Moreover, such a procedure
would clearly violate the express terms of paragraphs 7 and 8 of the Will. By way
of further Response, Babs Mumma hereby incorporates herein paragraphs 14, 16,
23-24 and 28 above.
NEW MATTER
41. Paragraph 7 of the Will expressly provides as to the Marital Trust that:
"Upon the death of my said wife, the principal of this Trust, as it is then constitut-
ed, shall be paid over by my surviving trustee unto my children, ROBERT M.
MUMMA, II, BARBARA M. McCLURE [now Babs Mumma], LINDA M. ROTH
[NOW Linda Mumma] and LISA M. MUMMA [now Lisa Morgan], free of this
Trust, share and share alike, per stirpes and not per capita" (Will, Paragraph
Seventh, emphasis supplied).
42. Paragraph 8 of the Will expressly provides as to the Residuary Trust
that: "Upon the death of my said wife, the principal of this trust, as it is then con-
-17-
stituted, ...shall be paid over by my surviving trustee ...unto my children,
ROBERT M. MUMMA, II, BARBARA M. McCLURE [now Babs Mumma],
LINDA M. ROTH [NOW Linda Mumma] and LISA M. MUNIMA [now Lisa Mor-
gan], free of this Trust, share and share alike, per stirpes and not per capita"
(Will, Paragraph Eighth, emphasis supplied).
43. Babs Mumma was duly appointed Co-Executrix of the Estate of Rob-
ert M. Mumma by Glenda Farner Strasbaugh, Register for the Probate of Wills for
Cumberland County on September 17, 2010.
44. Objections have been filed and remain pending to the Accounts filed
by Lisa Morgan in this matter.
45. Given that objections to the Accounts remain pending, this Estate is
not closed.
46. Since September 17, 2010, Lisa Morgan has failed to communicate
with Babs Mumma in her capacity as Co-Executrix, has provided Babs Mumma no
information concerning the Estate, and has proceeded unilaterally in all respects.
47. The Petition provides no information as to what, if any "substantial fi-
nancial obligations of the Trusts" exist at this time, and Lisa Morgan has disclosed
no information to Babs Mumma concerning any such financial obligations.
-18-
48. Babs Mumma has proposed to have an independent mediator, Andrew
Hier, meet with all four of the beneficiaries in an effort to find a way in which to
resolve the differences among the parties.
49. Babs Mumma has received no information concerning the financial
condition, assets or obligations of the Trusts since the last day in which a hearing
was conducted before the Auditor, and has no current information with respect to
the financial condition of the Trusts.
50. No appraisals have been done for any of the properties to which the
Petition refers since 2010, and as to certain of those appraisals, there is substantial
question as to their accuracy or reliability, including but not limited to the appraisal
conducted for Union Quarries, Inc.
51. There is nothing in the Will which provides that, following the death
of Barbara McK. Mumma, the assets of either of the Trusts should be liquidated.
52. Lisa Morgan did not consult or confer with Babs Mumma or with any
of the other two beneficiaries of the Trusts (excluding Lisa Morgan herself) prior to
seeking liquidation of the assets of the Trusts.
53. Prior to filing the Petition seeking liquidation of the assets of the
Trusts, Lisa Morgan made no effort to communicate with Babs Mumma or with any
of the other two beneficiaries of the Trusts (excluding Lisa Morgan herself) as to
-19-
their preferences with respect to the disposition or distribution of any of the aseets
of the Trusts.
54. There are substantial alternative methods for disposition or distribu-
tion of the assets of the Trusts which would vastly be in the better interests of the
four beneficiaries of the Trusts, including Lisa Morgan herself. Liquidation of the
assets and sale of all the real properties as sought in the Petition would not only be
premature, but also would be economically disadvantageous to the beneficiaries and
clearly not in their best interests and would violate both the express provisions of
the Will and the intent of the Testator.
55. Even if the Trusts demonstrate that there are financial obligations out-
standing, the Petition does not justify a total liquidation of the real property assets
of the Trusts. Rather, there are substantially less extreme measures, such as a liqui-
dation of the life insurance policies or a joint decision as to the possible sale of a
particular property, which. would better serve the interests of the parties.
WILLIAMS COULSON JOHNSON LLOYD
PARKER & TEDESCO, LLC
By:
Richard F. Rinaldo
Dated: Apri126, 2012 Attorneys for Barbara M. Mumma
-20-
CERTIFICATE OF SERVICE
I hereby certify that a true and correct copy of the foregoing Praecipe for Entry of
Appearance was served by first-class United States mail, postage prepaid, this 26th
day of April, 2012 to the following:
Joseph D. Buckley, Esquire
1237 Holly Pike
Carlisle, PA 17013
No V. Otto, III, Esquire
George B. Faller, Esquire
Jennifer L. Spears, Esquire
Martson Law Offices
10 East High Street
Carlisle, PA 17013
Brady L. Green, Eaquire
Morgan, Lewis & Bockius, LLP
1701 Market Street
Philadelphia, PA 19103-2921
Jeffrey G. Brooks, Esquire
Minto Law Group, LLC
603 Stanwix Street, Suite 2025
Pittsburgh, PA 15222
Ms. Linda M. Mumma,
P.O. Box 30436
Bethesda, MD 20824
Richard F. Rinaldo
Counsel for Barbara M. Mumma
-21-