HomeMy WebLinkAbout05-16-13 6',0727
ryi
t
C? �7
O
M -c Ct3
C-)
r- 1 r'3
Richard F. Rinaldo
Pa. I.D. No. 33222
Williams Coulson Johnson Lloyd
Parker & Tedesco, LLC - 9
One Gateway Center, 16th Floor
Pittsburgh, PA 15222
(412-454-0200
Attorneys for Barbara M. Mumma
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
OBJECTIONS OF BARBARA M. MUMMA TO
AUDITOR'S INTERIM REPORT
FILED APRIL 26, 2013
In accordance with the Local Rule 8.7-2 of the Local Rules of the Court of
Common Pleas of Cumberland County, Orphans' Court Division, Barbara M.
Mumma ("Barbara Mumma") hereby files and serves her objections to the Audi-
tor's Interim Report and Request for Order filed and served April 26, 2013 ("Inter-
im Report") by the Auditor appointed by this Court in the above-captioned matter,
Joseph D. Buckley, Esquire ("Auditor Buckley").
Introduction and Procedural Issues and Background
On Friday, April 26, 2013,. Auditor Buckley sent via e-mail to counsel of
record and to Robert Mumma, II, who is proceeding pro se in this matter, a notice
which stated, in pertinent part: "I am attaching a copy of an Interim Report I will
be filing today regarding the two outstanding petitions of the Trustee. A copy of
said e-mail is attached hereto as Exhibit"A."E
Pursuant to Local Rule 8.7-2 of the Cumberland County Orphans' Court
Rules:
Objections to the auditor's report shall be filed with the Clerk
within twenty days after receipt of the notice of filing of said report.
Objections shall be specific as to the basis of the Objection whether as
to the findings of fact or conclusions of law, or both.
C.C.O.C.R. 8.7-2. A copy of C.C.O.C.R. 8.7-2, printed from the official website
of the Court of Common Pleas of Cumberland County, is attached hereto as Exhib-
it `B." Accordingly, Objections to the Interim Report are timely if filed with the
Clerk of the Orphans' Court on or before April 16, 2013. {See Pa. O.C. Rule 4.1:
"When any period of time is referred to in any rule, such period in all cases . . .
shall be so computed as to exclude the first and include the last day of such peri-
od."}; see also Pa. R.C.P. 106(a).
1 Thus, although the report is captioned "Auditor's Interim Report, April 24, 2013,
And Request for Order," the first date on which counsel and/or the parties could
have received notice of the filing of the Interim Report is April 26, 2013.
2 -
f
Despite the provisions of C.C.O.C.R. 8.7-2, this Court, per Oler, S.J., grant-
ed the two Orders recommended by Auditor Buckley by orders dated May 6, 2013
and entered May 1.0, 2013. Copies of the two Orders, both date-stamped May 10,
2013, were received in the office of counsel of record for Barbara Mumma on
Monday, May 13, 2013, and are attached hereto as Exhibit "C" and "D" respec-
tively (for convenience, the Orders will be referred to as the "May 10 Orders,"
since that was the recording date in the office of the Clerk.).
Thus, in light of the unequivocal text of the applicable rules, Barbara Mum-
ma respectfully submits that the following objections are timely filed and the May
10 Orders were prematurely entered. For this reason, Barbara Mumma also is fil-
ing and serving this date a Motion to Vacate or, in the alternative, to Reconsider
the May 10 Orders. Barbara Mumma's Objections, set forth below, are to the Or-
der attached as Exhibit "C."
Objections to Interim Re ort
1. The Interim Report Recommends Excessive and Premature Relief
Beyond that Sought By the Petition or Warranted By the Petition.
The Order recommended by Auditor Buckley in the Interim Report recom-
mends that Lisa Morgan be "authorized and directed to proceed with a plan of liq-
uidation of the assets remaining in the trust established under the Seventh Section
and the Eighth Section of the Last Will and Testament of Robert M. Mumma, and
following receipt by this Court of its Order regarding the accounts previously filed,
- 3 -
to distribute then reamining [sic] assets among and between the named beneficiar-
ies . . . "
This recommendation is objectionable for several reasons. First, the rec-
ommendation is premature. There are objections filed on behalf of Barbara Mum-
ma and other objections filed on behalf of Robert Mumma II to the accountings
filed in this matter which have not been resolved and which remain pending at this
time. Auditor Buckley has not issued his final report, and this Court has not yet
reviewed the proceedings. Liquidation of the assets of the trust is neither neces-
sary nor appropriate prior to the resolution of the pending objections.
Second, the Interim Report appears to recommend that this Court by order
authorize Lisa Morgan to perform actions which are outside the jurisdiction of this
Court because they affect corporate parties not before the Court. As Exhibit A-1 to
the official transcript of the proceedings2 before Auditor Buckley demonstrates,
there are several parcels of real estate referenced in the proceedings which are
owned by D-E Distribution Corporation or by G-A-T Distribution Corporation. See
Transcript, Exhibit A-1, at IT 14-16. The assets of the Trust in those cases are not
z The argument before Auditor Buckley was on the record and has been tran-
scribed. In the event that Auditor Buckley has not yet filed the transcript of the
proceedings, see generally Pa. Orphans' Court Rule 8.5, Counsel for Barbara
Mumma will submit a copy, with its exhibits, to the Court for the Court's conven-
ience, but will not serve a copy on other parties, who presumably already have it.
- 4 -
parcels of real estate; they are shares of stock in Pennsylvania corporations not par-
ty to this proceeding. See Transcript at p. 65. In addition, the trust claims an inter-
est in parcels of real estate owned by Bobali Corporation, also a Pennsylvania cor-
poration not before this Court. In fact, the parcels of real estate owned by Bobali
Corporation are at issue in a civil action pending before Judge Bratton in the Court
of Common Pleas of Dauphin County, Morgan v. Mumma, No. 20 10-cv-11490, in
which a non jury trial is scheduled to resume May 21, 2013.
Other parcels of real estate are owned by one of two tenancies in common,
described as MRA-I and MRA-I1 (see transcript, Exhibit A-1, at IT 10-11), which
merely establishes that the trust has an undivided percentage interest in the assets
of the tenancies in common. Auditor Buckley refers to two opinions by Judge
Sheely at 66 Equity 1988, interpreting those opinions as absolving Lisa Morgan of
the obligation to seek or obtain the prior permission or consent of the residuary
beneficiaries with respect to the assets of the MRA tenancies in common. See In-
terim Report at pp. 20-21. However, Section 3 and Section 13 of the MRA
Agreements clearly provide that a Transfer Notice, accompanied by an appraisal,
must be provided to those who own an interest in MRA prior to any sale, and there
is absolutely nothing in either of Judge Sheely's opinions which addresses the no-
tice requirement. As the transcript before Auditor Buckley demonstrates, no vote
was ever taken and no notice was given as required by the MRA Agreements.
5
Moreover, it is significant that the two opinions by Judge Sheely at 66 Equi-
ty 1988 were both issued in 1992. At that time, Barbara McK. Mumma, Mr.
Mumma's widow, was still very much alive. Accordingly, Section Seven and Sec-
tion Eight of Mr. Mumma's Last Will and Testament, which governs the disposi-
tion of the trust assets following the death of Barbara McK. Mumma, were not yet
operative, applicable or material. Those provisions were not a part of or, so far as
can be gleaned from the opinions themselves, ever considered by Judge Sheely in
reaching his determination about the MRA Agreements. Now, with the passing of
Barbara McK. Mumma, as set forth in more detail infra, the fifth paragraph of Sec-
tion Seven and the second paragraph of Section Eight of Mr. Mumma's will are
both relevant and material in determining the obligations of the trustee in distrib-
uting the assets of the trust. In short, the passing of Barbara McK. Mumma argua-
bly makes Judge Sheely's 1992 Opinions inapplicable to the current interpretation
and status of the trust and the obligations of Lisa Morgan as trustee.
Third, the Interim Report is objectionable because it appears to recommend
that this Court authorize Lisa Morgan to perform acts and liquidate assets which
were far beyond the relief requested in the petitions and, in at least one instance,
was expressly disclaimed by counsel for Lisa Morgan.
In the filings made on behalf of Barbara Mumma and during the argument
before Auditor Buckley, counsel for Barbara Mumma objected to the inclusion of
6
Union Quarries in the petition, because the appraisal for Union Quarries which had
been done was —to say the least — suspect in that it failed to value the reserves. In
response, Brady Green, counsel for Lisa Morgan as trustee, responded: "We didn't
intend to ask to sell it. That was not the intent of the petition." Transcript, at p. 73.
There is nothing in the recommended order which would appear to prevent such an
action, despite the fact that Auditor Buckley himself stated: "I don't think the court
would permit them to sell that interest based on the income that that has gencrat-
ed." Id. at 73. Nonetheless, the proposed order purports to authorize Lisa Morgan
to liquidate the assets "without further order of this Court." Not only is this exces-
sive and objectionable, but it also appears clearly to contradict the expressed intent
of Auditor Buckley himself during the argument.
Similarly, the Amity Hall property in which the trust claims an interest was a
subject of argument in that it appears to have been substantially undervalued be-
cause the appraisal did not consider the fact that the property appears to have sub-
stantial Marcellus Shale assets. See Transcript at pp. 73-74. A new appraisal of
this property which takes into account the mineral rights as well as the surface
property is not only essential but also would appear to be in the interest of all of the
beneficiaries, including Lisa Morgan herself. Moreover, it is undisputed that none
of the properties in question have been appraised since 2010 (See exhibit B to Ex-
hibit A-i attached to Transcript), and if the trust were to undertake the new ap-
- 7 -
praisals, all four of the residuary beneficiaries would share equally in the eventual
cost and benefit equally from more accurate and current appraisals.
Although this issue was addressed at length in the argument before Auditor
Buckley and in the papers filed by the parties, Auditor Buckley does not suggest
that Lisa Morgan must follow the requirements of the MRA Agreements regarding
notice prior to liquidating assets and, presumably, selling real property owned by
the MRA tenancies in common.
2. There is No Need Shown in the Petition for Liquid Assets Beyond Those
Already Received by the Trust in This Proceeding.
The principal reason given by Lisa Morgan for the fling of the petition was,
as Auditor Buckley put it, "to inject the trust with funds to insure ongoing expenses
can be paid." See Interim Report, at 2, In the filings and the discussions both be-
fore and during the argument and the telephone conferences which preceded it, it
was determined that there were certain life insurance policies owned by D-E Dis-
tribution Corporation which had a cash value in excess of$2,000,000. It is undis-
puted that those.policies now have been surrendered and the cash value of the poli-
cies distributed to the shareholders of D-E Distribution Corporation in the propor-
tion of the shareholders' interest in the company. As a result, the trust received a
substantial inflow of cash, in an amount which approached or exceeded one million.
dollars. Auditor Buckley confirms that "Counsel for the Estate and the trusts cre-
ated thereunder did not report that the trusts were in any immediate need of fund-
- 8 -
ing beyond the funds it believed would be received from the each value of the life
insurance policies." See Interim Report, at 4.
Thus, based on the petition itself and the status of the trusts, there is no need
for haste in liquidating the real estate in which the trust claims an interest. There
is no reason why those who have an interest in the property other than the trust
cannot receive notice as required by the MRA Agreements, and there is no reason
why steps cannot be taken to preserve the assets of the trust as they are currently
constituted while this matter moves toward conclusion.
3. The Interim Report is Objectionable as a Matter of Law Because It
Makes Recommendations Which Violate the Intent of the Testator.
It is well established that "[w]hen interpreting the provisions of a trust, the
polestar in every trust is the settlor's intent and that intent must prevail." In re Hirt,
832 A.2d 438, 448 (Pa. Super. 2003). Moreover, "the rules for determining a set-
tlor's intent are the same for trusts as for wills." Id. See also In re McFadden, 705
A.2d 930, 931 (Pa. Super. 1998).
It is equally well established that "[w]here provisions of a trust instrument
conflict, they should be read in such a fashion as to give effect to both and/or fulfill
the intent of the settlor." In re Hirt, 832 A.2d at 448, citing In re McCune,705
A.2d 861, 867 (Pa. Super. 1997).
Nothing could be more clear from the provisions of the will and the trust
than the fact that Robert Mumma wanted his children to be equal beneficiaries and
- 9 -
to be treated equally following the death of Mr. Mumma's wife, which occurred in
2010. Here, there are four residuary beneficiaries, one of whom is the trustee, Lisa
Morgan. As Auditor Buckley recognizes, "If a trust has two or more beneficiaries,
the trustee shall act impartially in investing, managing and distributing the trust
property, giving due regard for the beneficiaries' respective interest in light of the
purpose of the trust." Interim Report, at 18, quoting 20 Pa. C.S. § 7773. See, e.g.,
Restatement (Third) of Trusts, § 79 (2007).
Auditor Buckley's Interim Report quotes the fifth paragraph of Section Sev-
en of Mr. Mumma's Last Will and Testament, which provides; "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, BAR-
BARA M. McCLURE, LINDA M. ROTH and LISA M. MUMMA, free of this
Trust, share and share alike, per stirpes and not per capita." (emphasis added).
See Interim Report at 27.
The Interim Report also quotes the second paragraph of Section Eight of Mr.
Mumma's Last Will and Testament, which provides: "Upon the death of my said
wife, the principal of this trust, as it is then constituted, or, if my said wife does
not survive me, upon my death, my residuary estate, shall be paid over by my sur-
viving trustee or by my successor Executor, as the case may be, unto my children,
ROBERT M. MUMMA, II, BARBARA M. McCLURE, LINDA M. ROTH and
- 10 -
LISA M. MUNC A, share and share alike, per stirpes and not per capita." (em-
phasis added). See Interim Report at 27.3
Auditor Buckley, after quoting these paragraphs, then asserts the following
conclusion: "Lisa Morgan, as the surviving trustee, has the authority to liquidate
and distribute those assets among the four named beneficiaries." Interim Report, at
27 (emphasis supplied). There is nothing whatsoever in the sections quoted by
Auditor Buckley which addresses the question of liquidation at all, much less au-
thorizes giving Lisa Morgan carte blanche to liquidate all of the assets of the trust
(not to mention purporting to authorize her to sell real estate that is not owned by
the trust but is owned by other entities). To the contrary, Mr. Mumma's contrary
intent is quite clear: following his wife's death, the principal of each trust "as it is
then constituted" is to be distributed "share and share alike" among his four chil-
dren equally.
In his Interim Report, Auditor Buckley quotes In re Scheidmantel, 868 A.2d
464, 488 (Pa. Super. 2005) for guidance as to determining the intent of the testator
or settlor. In Scheidmantel, the Superior Court also emphasized that although a
3 For some reason, Auditor Buckley omits from his quotation the words "as it is
then constituted" from his quotation of Section Eight and replaces them with an el-
lipsis. See id. It is respectfully submitted that the words "as it is then constituted"
are extremely significant in determining Mr. Mumma's intent, and do not support
Auditor Buckley's interpretive conclusion.
- 11 -
trustee does have discretion, "[t]he real question is whether it appears from the
record that the trustees acted in "that state of mind" contemplated by the grantor of
the trust." Id., quoting In re Briggs' Estate, 27 A.2d 430, 433 (1942)(which cited
Restatement of Trusts, Section 187 (1929)). In re Scheidmantel, 868 A.2d at 481.
In Scheidmantel, the Superior Court concluded that "A trustee may be found to
have breached his duty of trust if he fails to exercise his discretion in a manner
consistent with the document that created the trust." Id.
Here, Auditor Buckley's Interim Report is objectionable because it requests
an order authorizing the trustee, Lisa Morgan, to liquidate the assets of the trust be-
fore distributing those assets. That recommendation is contrary to the state of
mind of Mr. Mumma in creating the trust as expressed in the unequivocal language
of the document itself. The principal of the trust "as it is then constituted," is to
be paid over and distributed, "share and share alike" to Mr. Mumma's four chil-
dren.
In fact, as Auditor Buckley himself appears to concede, "The final purpose
of the trust is also to insure that its assets are equally distributed to his four chil-
dren and Lisa Morgan, as Mr. Mumma's trustee, has been designated by her late
father to be the person to complete this final duty." Interim Report, p. 25. He sup-
ports this conclusion by stating that "[t]he PEF Code supports the conclusion that
the trust has terminated." Id. What Auditor Buckley's recommendation and report
- 12 -
does not address -- and in fact contradicts -- is that fact that the document expressly
states that the principal is to be distributed on the death of Mr. Mumma's wife "as
it is then constituted." The intent of the settlor is clear not only as to the fact that
the four children are to be treated equally, but also that they each receive a one-
fourth share of the principal of the trust "as it is then constituted."
Auditor Buckley also concludes that Mr. Mumma "intended surviving trus-
tee, Lisa Morgan would act alone in distributing the residuary trust's assets in
equal shares to the beneficiaries." Interim Report, p. 28. There is nothing in the
Interim Report that asserts that such a distribution of"share and share alike" from
the trust "as it is then constituted" cannot be accomplished, which makes the Inter-
im Report objectionable in itself.
For example, for purposes of this petition, the parties stipulated that the
MRA-1 Agreement lists ownership interests in which the Estate of Robert M.
Mumma had a listed interest of 81.82507%. See Transcript, Exhibit A-1, at ¶ 7.
There is nothing to prevent Lisa Morgan from distributing one fourth of the Trust's
interest, an undivided 20.4562675% interest, from the Trust to each of the four re-
siduary beneficiaries. According to the stipulation, then Lisa Morgan would have
a 25.9130175% interest in MRA-1, while Barbara Mumma and Linda Mumma
each would have an undivided 24.6918175% interest in MRA-1 and Robert
Mumma 11 would have an undivided 24.7033475% interest in the tenancy in com-
- 13 -
mon and, presumably, in the properties owned by the tenancy in common. Similar
distributions can be made for the respective shares of stock in D-E Distribution
Corporation, G-A-T Distribution Corporation and Bobali Corporation.a
In fact, as set forth in considerable detail in the papers filed in this matter, on
the death of Barbara McK. Mumma on July 17, 2010, this distribution should al-
ready have occurred during the past nearly three years. As Barbara Mumma
averred in paragraph 51 of the New Matter contained in her initial Response to the
Petition to Authorize Liquidation which has resulted in this Interim Report and
which Barbara Mumma has demonstrated and maintained throughout, "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." New Matter, ¶ 51.
Moreover, as Barbara Mumma has asserted from the outset: "Liquidation of the as-
sets 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." New Matter, T 54.5
4 It bears repeating that the assets of the Trust are the shares of stock in the corpo-
rations and the undivided percentage interests in the tenancies in common. The as-
sets are not the parcels of real estate.
5 It should be noted that the arguments and issues which form the basis of Barbara
Mumma's Objections were raised before Auditor Buckley, either by filings ofrec-
ord and documents or during the argument before Auditor Buckley or both.
- 14 -
Conclusion
For the foregoing reasons, and for the reasons set forth in the Response of
Barbara M. Mumma In Opposition to Petition to Authorize Sale of Real Estate and
in the Post-Hearing Memorandum of Barbara M. Mumma In Opposition to Petition
to Authorize Sale of Real Estate, both of which are incorporated herein by refer-
ence, Barbara Mumma respectfully requests that this Court sustain the Objections
of Barbara Mumma to the Interim Report and deny the relief sought in the pro-
posed order attached thereto with respect to the authorization to proceed with a
plan of liquidation of the trust assets without further order of Court.
WILLIAMS COULSON JOHNSON LLOYD
PARKER& TEDESCO, LLC
By:
Richard F. Rinaldo
Dated: May 16, 2013 Attorneys for Barbara M. Mumma
- 15 -
Richard F. Rinaldo
From: JOEBIAW @aol.com
Sent: Friday,April 26, 2013 6:29 AM
To: bgreen @morganlevhs.com; Richard F. Rinaldo;iotto @martsonlaw.com; rmmtwo @mac.com
Subject: Estate of Ronert M. Mumma
Attachments: MUMMAA-1.PDF
Gentlemen,
I am attaching a copy of an Interim Report I will be filing today regarding the two outstanding petitions of the Trustee. I am
readying the final report but would entertain a short memo from all parties as to the taw of this matter in light of the
Superior Court decision in Mumma v. Estate of Mumma, 40 A.3d 196. 1 will give you 30 days if you wish to respond.
My office received a letter from an attorney not of record in this matter relative to a request from Mr. Mumma. I would
advise each of you if you need any information which is in the record of this matter you consult the record or if you desire
information contained in any transcribed arguments, you consult those transcriptions. Please do not attempt to convert
your unsolicited, out of hearing statements to me as a statement attributed to me. I reiterate to you all, as I did to Mr.
Mumma if you have questions relative to any matter where you may have not been present, please consult the record, the
transcripts or the files of your attorneys of record. Thank you.
Joseph D. Buckley, Esquire
1237 Holly Pike
Carlisle, PA 17013-4435
717-249-2446
t
Adopted May I5, 1990, effective July 1, 1990-; amended December 29,
2004.effective December 29, 2004.
Rule 8.7. Confirmation of Report
(a) The report of an auditor shall be confirmed in such
manner as local rules shall prescribe.
(b) The report of a master shall not be approved until a
decree is entered adopting its recommendations.
CONFIRMATION
Rule 8.7-1. [No revision required, except as noted]
OBJECTIONS
Rule 8.7-2. Objections to the auditor's report shall be filed with the Clerk
within twenty days after receipt of the notice of Ming of said report
Objections shall be specific as to the basis of the Objection whether as to
the findings of fact or conclusions of law, or both.
Adopted May 15, 1990, effective July 1, 1990; amended December 29,
2004, effective December 29, 2004.
DISPOSITION OF OBJECTIONS
Rule 8.7-3. [No revision required, except as noted]
Rule 8.8. Security for Expenses and Fees
An auditor or master, the accountant or any party in interest
may apply to the court at any time for leave to require security for
the payment of the auditor's or master's expenses and fees,and,
when such leave is granted,the auditor or master may decline to
proceed until security is entered.
Rule 8.8-1. [RESERVED]
Note: No local rule required.
Adopted May 15, 1990,effective July 1, 1990.
RULE 9. OFFICIAL EXA MNTERS
-28-
RE: ESTATE OF ROBERT M. : LN THE COURT OF COMMON PLEAS OF
MU31,1MA, deceased : CUMBERLAND COUNTY, PENN'S-y-LV-A.NjA
ORPILANS' COURT DIVISION
NO. 21-86-398
•0 � ORDER_
AND NOW, this t* day of a 2013, upon the recommendation of the
Auditor in this case it is hereby ordered that the request of Lisa M. Morgan, that she be
authorized to proceed with a plan of liquidation is hereby granted. Lisa M. Morgan is authorized
and directed to proceed with a plan of liquidation of the assets remaining in the trust established
under the Seventh Section and the Eighth Section of the Last Will and Testament of Robert M.
Mumma, and following receipt by this Court of its Order regarding the accounts previously filed
to distribute then reamining assets among and between the named beneficiaries: Robert M.
Mumma II, Barbara M. Mumma, Linda Mumma, and Lisa M. Morgan in equal shares without
further order of this Court.
BY THE COURT
J. esley Oler, Jr.6Pnior Judge `
n -
T,
Joseph D. Buckley, Esq 6 Auditor
Clerk of Orphan's Co
Iva V. Otto,
Brady Green, Es
Richard F. Ri do, Esquire :J =? o ro
Robert M. a II Z:-
Linda M a Roth
Joseph D. Buckley, Esq.
1237 Holly Pike
Carlisle, PA 17013
Court-Appointed Auditor
Robert M. Mumma, II
Box F
Grantham, PA 17027
No V. Otto, III, Esq.
10 East High Street
Carlisle, PA 17013
Brady L. Green, Esq.
Morgan, Lewis & Bockius, LLP
1701 Market Street
Philadelphia, PA 19103-2921
John Kerr, Esq.
5020 Ritter Road
Suite 104
Mechanicsburg, PA 17055
Linda Mumma
P: O. Box 30436
Bethesda, MD 20824
/Rh F. Rinaldo, Esqs Coulson Johnson Lloyd Parker & Tedesco, LLC
eway Center, 16� Floor
Pittsburgh, PA 15222
\ \
g (mn `
( / \ \ �
[ ( 9
) m /
\ .
« . . /
9 � C)
(
r CD <
% P / / \
UP
fli
IC)
J \ } \ ƒ _
% \ L .
r"KtV� .
. 0
\ C)
\ Ci
IN RE: ESTATE OF ROBERT M. : IN THE COURT OF COMMON PLEAS OF
ML?vU\ZA, deceased : CU-IVMcRLA,NTD COUNTY; PENNSYLVANIA
ORDHANS' COURT DIVISION
NO. 21-86-398
ORDER
AND NOW, this day of N4 ) 2013, upon the recommendation of the
Auditor in this case it is hereby ordered that the Petition of Lisa M. Mumma to authorize the sale
of the real property owned by the Estate of Robert M. Mumma, located on UPS Drive in
Dauphin County and commonly referred by the parties as "the UPS Property' is hereby granted.
BY THE COURT
J. �SleyOler, , SenierJu ge
Joseph D. Buckley, E uire,Auditor —_
- _ A
Clerk of Orphan's C e c T1 m
h o V. Otto, IV, Fs ire
Brady Green, Esq e
Richard F. Rinal o, Esquire 2 ^ o�
�n r''J ti
Robert M. M a, II �' _ o
r.
Linda Mumma oth " -1.
7 c __
co — .1
O
- .� T
w. -.. __
',
,.
r . ,
r' < . �. .
,, s
� .
: ...
fi
..r'-+w.Y51!.y.N °h.m!. *� � tl'v y._w. a v�.ro-�°'emt..+iT'�Ml'+
.yu�.... �k•v.+w" e±m+w "+YWPY�+Y? £Tewvr'.w-=..v. X,
qy.�. Tll
n
o L
c
n A
m cn Z N
r
m m A <
m
T p L O
> o r
m
o m m
A L
3 S
0
tJ
ft.=
cp
can R = n
CD
G] m
C) ca,
CD
N G O C
r
T Q
_ , l
_ o
O �
> Q
r
W O n
w
CERTIFICATE OF SERVICE
I hereby certify that a true and correct copy of the foregoing Objections of
Barbara M. Mumma to Auditor's Interim Report Filed April 26, 2013 was served
by first-class United States mail, postage prepaid, this 16`h day of May, 2013 to the
following:
Honorable J. Wesley Oler, Jr.
Senior Judge
Court of Common Pleas of Cumberland County
One Courthouse Square
Carlisle, PA 17013
(via hand delivery)
Joseph D. Buckley, Esquire
1237 Holly Pike
Carlisle, PA 17013
No V. Otto, IV, Esquire
George B. Faller, Esquire
Jennifer L. Spears, Esquire
Martson Law Offices
10 East High Street
Carlisle, PA 17013
Brady L. Green, Esquire
Morgan, Lewis & Bockius, LLP
1701 Market Street
Philadelphia, PA 19103-2921
Robert M. Mumma II
840 Market Street
Suite 3333
Lemoyne, PA 17043
- 16 -
(Certificate of service continued)
Robert M. Mumma II
6880 S.E. Harbor Circle
Stuart, FL 34996
Ms. Linda M. Mumma,
P.O. Box 30436
Bethesda, MD 20824
Ri and F. Rinaldo
Counsel for Barbara M. Mumma
- 17 -