HomeMy WebLinkAbout06-10-13 (2) �
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IN THE COURT OF COMMON PLEAS OF CUMBE�11� �
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COUNTY, PENNSYLVANIA � � rn o � �
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In re: ESTATE OF ROBERT M. : � c �? � �` �
MUMMA, Deceased. : ORPHANS' COUR�'�3VIS�4N ;-��= �
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: �„ r,.> u� �
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 entered May 10, 2013 in
this matter. This Order has been entered in the docket and is identified as
Item 714 on the docket as evidenced by the copy of the docket entries
attached.
Pursuant to Pa. R.A.P. 904(c), the undersigned counsel of record for
Robert M. Mumma, II hereby advises the Court that the Order entered May
10, 2013 from which Robert M. Mumma, II appeals was entered upon
consideration of the Interim Report and Request for Order filed April 26,
2013 (but dated April 24, 2013) by Auditor Joseph B. Buckley, Esquire
(Item 708 on the Docket), referencing a prior Petition to Authorize Plan of
Liquidation; but without any further hearing, argument or proceedings
before the Court itself. Accordingly, there is no verbatim record of
proceedings before the Court to be transcribed.
Dated: June 10, 2013
Robert B. E e, Esquire
Foehl & re, P.C.
27 East Front Street
Media, PA 19063
610-566-5926
Attorneys for Robert M. Mumma, II
r �
1?� RE: ESTATE OF ROBERT 1��: : �I 1 HE COUR 1�OF GO�Tti�Oi�Pi.EAS OF �
MLi��l.A. �eceased : CU��FRLAIv� COUNTY,PEN�tS�TL,V�IA
� : �RPH:4,.ti S' COURT DIViSION
� : 1tiT0. 21-86-398 -
.. . � � ORDER
. � �
AND NO W,this � day of ��`1 � ,2013, upon�.he recommeridation of the
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Auditor in this case it is hereby ordered that fihe request of Lisa lVf. 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 remain.ing in the trust established
under the Seventh Section and the Eighth Section of the Last Will a.nd Testament of Robert M.
Mumma, and following receipt by this Court of its Order regaxding #he accounts previously filed �
to distribute then reamining assets among and between the named beneficiaries: Robert M.
Mumma II, Barbara M. Mumma, Linda Mumrna, and Lisa M. Morgan in equal shares without
further order of this Court.
BY THE COURT . �
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J. esley Oler, Jr. nior Judge t � ..
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rn ��- c> _� ,�
Joseph D. Buckley,Esq ' e,Auditor � � r' �--� t�� ����
Clerk of Orphan's Co • � c? rn � ° "' `�
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Ivo V. Otto,N, Es ire � � � � � �'!
c� _; =_:� �'��
Brady Green, �s ire � c �, �_ �
R.ichard F. da,Esquue ` '� ° '� n'
.Robert M. a II � ' .`; "' �
Linda Mu a Roth �
Joseph D. Buckley,Esq.
1237 Holly Pike .
Carlisle, PA 17013 � �
Court-Appointed Auditor
Robert M. Mumma, u �
Box F
Grantham, PA 17027 �
Ivo V. Otto, TII,Es q. � �
10 East High Street � �
-• Carlfsle, PA 17013 r
Brady L. Green, Esq. .
Morgan, Lewis & B ockius,LLP
1701 Market Street �
Philadelphia, PA I9103-2921 .
John Kerr, Esq. �
5020 Ritter Road �
Suite 104
Mechanicsburg, PA I7055
Linda Mumma
P: O. Box 30436 .
Bethesda, IVID 20824 . � �
Ric d F. R.inaldo,Esq. .
W' iams Coulson 3ohnson Lloyd Parker& Tedesco, LLC �
� ne Gateway Center, 16�Floor � -
Pittsburgh, P� 152�2
,
A TRUE COPY FROM RECORD
In Testimony wherof, i hereunto
set my hand end the seal
of said�ourt at Cariisle,PA
This d�►Y �
Cterk of�he Orphans�ourt
• Cumbertand CouMy
114 6 0 7 0 610 2 013 Cumberl and County �- Ur�arians Court Page 1
ORC621 b/10/2013
Case No 1986-00398
Case Name : MUMMA R�JBERT M Age
Docket �nt.ries
Filed
I2/29/88 1 DECREE AND NOW DEC. 29, 1988 , ROBERT M. FREY IS APPOINTED GUARDIAN
AD LITEM FOR THE MINOR PERSONS
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 PLAINTIFF' S MEMORANDUM OF LAW IN OPPOSITION TO ROBERT MUMMA II ' S
MOTION.
1/25/89 5 ORDER OF COURT - COUNSEL WILL FILE BRIEFS BY FEB. 3, 1989, COURT
WILL RENDER ITS DECISION BY FEB. 10, 1989.
2/03/89 6 PLAINTIFF' S SUPPLEMENTAL MEMOR.ANDUM IN OPPOSITION TO ROBERT MUMMA
II ' S MOTION.
2/10/89 7 RULE TO SHOW CAUSE - IT IS ORDERED THAT BARBARA MCK MUMMA AND LISA
MORGAN SHOW CAUSE IN COURT ON MAR. 15, 1989, WHY REQUESTED RELIEF
SHOULD NOT BE GR.ANTED.
2/16/89 8 MOTION FOR ORDER CERTIFYING QUESTION FOR INTERLOCUTORY APPEAL
3/30/89 9 MEMOR.ANDUM OF LAW SUBMITTED BY BARL�ARA MCK MUMMA AND LISA MORGAN
IN SUPPORT OF ANSWER TO ROBERT MUMMA II ' S PETITION FOR REMOVAL OF
EXECUTORS .
3/30/89 10 PETITION OF ROBERT MUMMA II TO COMPEL PRODUCTION OF DOCUMENTS
3/13/91 11 PETITIOTT TO DEFER AND POSTPONE ACTION UPON PETITION FOR REMOVAL OF
EXECUTC�' .:
RULE iG �HOW CAUSE DATED 03/26/91
4/04/91 12 PR.AECIPE FOR LISTING CASE FOR ARGUMENT
5/10/91 13 BRIEF OF GUARDIAN AD LITEM IN OPPOSITION TO PETITION OF ROBERT
MUMMA II
5/17/91 14 BRIEF OF PETITIONER IN OPPOSITION TO EXCEPTIONS OF GUARDIAN AD
LITEM
8/�.5/91 15 CERTIFICATE OF SERVICE (8)
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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 MEMOR.ANDUM OF LAW
12/30/91 18 RESPONSE OF BARBARA MCK MUMMA AND LISA MORGAN TO PETITION OF
ROBERT MUMMA II RE: REQUEST FOR DOCUMENTS
12/30/91 19 MEMORANDUM OF BARBAR.A MCK MUMMA AND LISA MORGAN TO PETITION OF
ROBERT MUMMA II RE: REQUEST FOR DOCUMENTS
1/15/92 20 ANSWER WITH NEW MATTER TO PETITION FOR APPOINTMENT OF A TEMPORARY
FIDUCIARY
1/17/92 21 RESPONDENT ESTATE' S TRIAL MEMORANDUM REGARDING PETITION FOR
APPOINTMENT OF A TEMPORARY FIDUCIARY
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 �ZESPONSE OF BARBARA MCK MUMMA AND LISA MORGAN TO PETITION OF
GUARDIAN AD LITEM
5/18/92 27 PETITION OF BARBARA MCK MUMMA AND LISA MORGAN FOR APPOINTMENT OF
ROBERT G. FREY AS GUARDIAN AD LITEM
7/09/92 28 BRIEF IN SUPPORT OF ORDER OF COURT OF MAR. 6, 1992, DENYING
PETITION '�'O APPOINT A TEMPORARY FIDUCIARY
7/23/93 29 RESPONSE OF BARBARA MCK MUMMA AND LISA MORGAN TO PETITION OF
GUARDIAN AD LITEM ROBERT M. FREY FOR PRELIMINARY INJUNCTION AND
RULE TO SHOW CAUSE.
7/23/93 30 MEMOR.ANDUM OF BARBARA MCK MUMMA AND LISA MORGAN IN OPPOSITION TO
PETITION OF ROBERT M. FREY FOR PRELIMINARY INJUNCTION AND RULE TO
SHOW CAUSE.
7/26/93 31 MEMORANDUM OF BARBAR.A MCK MUMMA AND LISA MORGAN IN OPPOSITION TO
PETITION OF ROBERT M. FREY FOR PRELIMINARY INJUNCTION AND RULE TO
SHOW CAUSE.
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Case No 1986-00398
7/26/93 32 BRIEF OF ROBERT MUMMA II IN SUPPORT OF PETITION OF ROBERT M. FREY
FOR PRELIMINARY INJUNCTION AND RULE TO SHOW CAUSE.
7/27/93 33 IN RE: EXPEDITED TERTIMONY OF DONALD J. TRUFANT AND ROBERT M.
MUMMA II . PROCEEDINGS HELD BEFORE J. SHEELY.
7/27/93 34 SUPPLEMENTAL MEMORANDUM OF BARBARA MCK MUMMA AND LISA MORGAN IN
OPPOSITION TO PETITION OF ROBERT M. FREY FOR PRELIMINARY
INJUNCTION AND RULE TO SHOW CAUSE.
7/28/93 35 RESPONSE TO SUPPLEMENTAL MEMOR.ANDUM OF BARBAR.A MCK MUMMA AND LISA
MORGAN TO PETITION OF ROBERT M. FREY FOR PRELIMINARY INJUNCTION
AND RULE TO SHOW CAUSE.
8/Q2/93 36 SURREPLY MEMORANDUM OF BARBARA MCK MUMMA AND LISA MORGAN IN
OPPOSITION TO PETITION OF ROBERT M. FREY FOR PRELIMINARY
INJUNCTION AND RULE TO SHOW CAUSE.
12/10/93 37 BRIEF OF GUARDIAN AD LITEM ROBERT G. FREY IN SUPPORT OF PETITION
FOR RULE TO SHOW CAUSE AND RESTRAINT OF SALE.
7/15/94 38 ORDER OF SUPERIOR COURT - APPEAL FROM THE ORDER ENTERED AUG. 4,
1993 , IN COURT OF COMMON PLEAS, ORPHANS DIVISION OF CUMB C0.
8/13/99 39 LETTER FROM ROBERT MUMMA II
11/05/99 40 LETTER FROM ROBERT MUMMA II
5/14/03 41 PETITION FOR REMOVAL OF BARBARA MCK MUMMA AND LISA M MORGAN AS
EXECUTRIXES AND TRUSTEES
5/15/03 42 ORDER OF COURT - GEORGE E. HOFFER, P.J.
CITATION
7/28/03 43 ANSWER WITH NEW MATTER OF BARBARA MCK.MUMMA AND LISA M.MORGAN TO
PETITION FOR REMOVAL. ,
7/28/03 44 AMENDED AND RESTATED EXCEPTIONS OF BARBAR.A MCK. MUMMA AND LISA M.
MORGAN TO ADJUDICATION OF FEBRUARY 23, 2000 .
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
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Case No 1986-00398 _
8/22/03 48 ORDER OF COURT - GEORGE E.HOFFER, P.J.
RULE
9/22/03 49 RESPONSE OF BARBARA MCK. MUMMA AND LISA M MORGAN TO NOTICE OF
UNTIMELINESS OF EXCEPTIONS
11/21/03 50 MOTION FOR HEARING ON PETITION FOR REMOVAL
11/25/03 51 MOTION TO STAY EXCEPTIONS AND TO COMPEL FINA,L 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 RETURN GF SERVICE - SERVED THE ORDER DATED 3-8-2004 UPON IVO OTTO,
III, ESQUIRE AND BRADY L GREEEN ESQUIRE.
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
FILING IS FOR INFORMATION PURPOSES ONLY AND IS NOT TO BE PRESENTED
TO THE COURT FOR CONFIRMATION. IVO V OTTO, ESQ.
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
TRUST; SUCH FILING IS FOR INFORMATION PURPOSES ONLY AND IS NOT TO
BE PRESENTED TO THE COURT FOR CONFIRMATION. IVO V OTTO III ESQ.
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3/26/04 63 NOTICE OF FILING ACCOUNT - TRUSTEES OF THE RESIDUARY TRUST UNDER
WILL OF ROBERT M MUMMA FILED THE SECOND AND INTERIM ACCOUNT OF
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
TODAY.ROBERT M MUMMA II WILL BE MADE AVAILBLE TO ATTY OTTO &/OR
GREEN DURING THE MONTH OF 4-28-04 ON A DATE TO BE AGREED UPON
3/30/04 65 ORDER - CONTINUED FROM 3-24-2004 ON A DATE TO BE AGREED UPON BY
COUNSEL AND MR MUMMA FOR DEPOSITION. BY THE COURT GEORGE E HOFFER,
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 INTERMIN ACCOUNTINGS FOR MARITAL TRUST UNDER WILL INTERMIN
ACCOUNTINGS FOR RESIDUARY TRUST UNDER WILL
5/27/04 70 SUPPLEMENTAL STATEMENT OF OBJECTIONS TO THE FIRST, SECOND, THIRD &
FOURTH INTERMIN ACCOUNTINGS OF BARBARA K MCK. MUMMA AND LISA M.
MORGAN AS CO-TRUSTEES OF THE MARITAL TRUST UNDER WILL.
5/27/04 71 NOTICE OF EXCEPTIONS OR OBJECTIONS - FOURTH AND FINAL ACCOUNT
FILED BY: M� BARBARA M MUMMA
6/O1/04 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 WITHDR.AW
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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 GR.ANTED AND
THAT THIS MATTIED IS STAYED PENDING THE OUTCOME OF THE DISPOSITION
OF THIS PETITION. RULE RETURNABLE WITH 20 DAYS OF SERVICE. BY THE
COURT - EDGAR BAYLEY, JUDGE FOR GEORGE E HOFFER, P.J.
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 MOTION FOR A RULE TO SHOW CAUSE WHY THE ESTATE SHOULD NOT BE
REQUIRED TO PROVIDE NOTICE TO ALL BENEFICIARIES BEFORE THE
DISPOSITION OF ANY ESTATE PROPERTY
11/10/04 79 RULE TO SHOW CAUSE - SIGNED 11-09-04 A RULE RETURNABLE 45 DAYS
AFTER SERVICE IS HEREBY ISSUED UPON THE ESTATE OF ROBERT MANN
MUMMA. BY THE COURT - GEORGE E HOFFER PJ
RULE ISSUED.
12/13/04 80 PR.AECIPE FOR WITHDRAW/ENTRY OF APPEAR.ANCE - KIRK S SOHONAGE, ESQ.
AND DARYL E CHRISTOPHER, ESQ.
12/21/04 S1 OBJECTORS MOTION TO COMPEL DISCOVERY
12/27/04 82 ANSWERS WITH NEW MATTER OF BARBARA MCK. MUMMA AND LISA M MORGAN TO
MOTION FOR A RULE TO SHOW CAUSE WHY THE ESTATE SHOULD NOT BE
REQUIRED TO PROVIDE NOTICE TO ALL BENEFICIARIES BEFORE THE
DISPOSITION OF ANY ESTATE PROPERTY
12/29/04 83 ORDER OF COURT - DATED 12-28-2004 IN RE: OBJECTOR' S MOTION TO
COMPEL DISCOVERY. A RULE IS HEREBY ISSUED UPON ALL OTHER
INTERESTED PARTIES TO SHOW CAUSE WHY THE RELIEF REQUESTED SHOULD
NOT BE GRANTED. BY THE COURT - J WESLEY OLER JR JUDGE
12/29/04 84 RULE TO SHOW CAUSE ISSUED.
12/29/04 85 RESPONSES OF BARBARA MCK. MUMMA AND LISA M MORGAN TO OBJECTORS
FIRST ET OF REQUEST FOR PRODUCTION OF DOCUMENTS AND FIRST SET OF
INTERROGATORIES AND MOTION TO COMPEL DISCOVERY
1/05/05 86 PETITION FOR APPOINTMENT OF AUDITOR
1/07/05 87 ORDER OF COURT - DATED 1-06-05 IN RE: PETITION FOR APPOINTMENT OF
AUDITOR UPON CONSIDERATION TAYLOR P. ANDREWS ESQ IS HEREBY
APPOINTED AS AUDITOR IN THE ABOVE ESTATE. BY THE COURT - J WESLEY
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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 PR.AECIPE - TO ENTER APPEARANCE AS COUNSEL FOR BARBARA MANN MUMMA
R.ALPH A JACOBS ESQ.
3/16/05 97 ENTRY OF APPEARANCE OF R.ALPH A JACOBS AS COUNSEL FOR BARBARA MANN
MUMMA
3/22/05 98 AMENDED ORDER OF COURT - DATED 3-18-OS 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 PENDTNG 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
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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 R.AISED BY
PRIOR COUNSEL FOR ROBERT M MUMMA II IS RELEGATED TO DISPOSITION IN
THE FIRST INSTANCE BY THE AUDITOR ALONG WITH THE AUbITOR'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 FUR.THER
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
GR.ANTED. 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/O1/05 108 MOTION FOR EXTENSION OF TIME TO FILE REPORT �
4/O1/05 109 RESPONSE OF BARBARA MCK MUMMA AND LISA M MORGAN TO OBJECTOR' S
SECOND SET OF REQUESTS FOR PRODUCTION OF DOCUMENTS TO THE
EXECUTRICES/TRUSTEES
4/O1/05 110 RESPONSE OF BARBARA MCK MUMMA AND LISA M MORGAN TO OBJECTOR' S
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Case No 1986-00398
THIRD SET OF REQUESTS FOR PRODUCTION OF DOCUMENTS TO THE
EXECUTRICES/TRUSTEES
4/O1/05 111 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 RE:PETITION 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/OS 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
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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 0 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
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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/Ol/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 OBJECTOR' S DISCOVERY REQUESTS IN THE FORM OF INTERROGATORIES AND
REQUESTS FOR PRODUCTION OF DOCUMENTS TO THE EXECUTRIXES/TRUSTEES
7/Ol/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 N0. 1 . BY THE
COURT - J WESLEY OLER JR JUDGE.
7/14/05 139 TRANSCRIPT - COURTROOM NO. l . 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
CONSIDER.ATION 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 WARR.ANT
THE SAME. BY THE COURT, J. WESLEY OLER, JR, J.
9/07/05 142 RESPONSES OF BARBAR.A 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 TR.ANSCRIPT AND CERTIFICATE OF SERVICE)
9/16/05 144 TR.ANSCRIPT OF PROCEEDINGS-COURTROOM # 1 J WESLEY OLER JR-JUDGE
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9/21/05 145 ORDER OF COURT AND NOW, THIS 20TH DAY OF SEPTEMBER, 2005, UPON
CONSIDER.ATION 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 ORDER�DATEDNIO/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 GR.ANTED 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 BARBAR.A 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 CONSIDER.ATION 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 CONSIDER.ATION 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
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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 PR.AECIPE - 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 AItTD INDEX AS LIS PENDENS
4/24/06 163 MEMOR.ANDUM 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 PENDIS. 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 COURTROOMI . BY
THE COURT, J WESLEY OLER, J
5/12/06 167 RETURN RECEIPT TO IVO V OTTO III ESQ RECEIVED ON 05-11-GG
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 RETURN RECEIPT TO JOSEPH 0'CONNOR JR AND BRADY GREEN RECEIVED ON
5/31/06 .
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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
JULY 19 2006 IS RESCHEDULED TO THURSDAY AUGUST 31 2006 AT 2 :30 PM
IN COURTROOM NO 1 BY THE COURT J WESLEY OLER JR-JUDGE
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 lOTH DAY OF OCTOBER 2006 UPON CONSIDER.ATION 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 CONSIDERATOIN
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 RE:MOTION 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
UNDERSIGNED JUDGE A CONCISE STATEMENT OF MATTERS COMPLAINED OF ON
APPEAL NO LATERS THAN 14 DAYS AFTER ENTRY OF THIS ORDER. BY THE
COURT, J WESLEY OLER, J.
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10/17/06 183 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 BARBAR.A 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 PR.AECIPE 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 MflTION TO QUASH THIS APPEAL IS HEREBY GRANTED THE
REQUEST FOR ATTORNEYS FFES IS HEREBY DENIED PER CURIAM
WZ
1/23/07 193 PR.AECIPE FOR ENTRY OF APPEAR.ANCE 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 O1/24/07 IN RE PETITION FOR LEAVE TO WITHDRAW
AS COUIaTSEL AND ALL COUNSEL BEING IN AGREEMENT THE PETITI�� 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 O1/04/07 IN RE APPEAL OF ROBERT M
MUMMA II THE MOTION TO QUASH THIS APPEAL IS HEREBY GR.ANTED THE
REQUEST FOR ATTORNEYS FEES IS HEREBY DENIED PER CURIAM
2/16/07 198 CERTIFICATE AND TRANSMITTAL OF RECORD RECORD RECEIVED FROM
SUPERIOR COURT 02/16/07
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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/OS/07 201 ESTATES MOTION FOR PROTECTIVE ORDER
3/15/07 202 PR.AECIPE 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 (CONT 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 (CONT 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 DEPOSITION
BY THE COURT J WESLEY OLER JR JUDGE JAA
7/25/07 206 MOTION FOR STATUS CONFERENCE
AJW
7/30/07 207 ORDER DATED 11/26/07 IN RE MOTION FOR STATUS CONFERENCE IT IS
HEREBY ORDERED THAT A STATUS CONFERENCE IS SCHEDULED FOR 09/26/07
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
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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 GR.ANTED AND THE LAW FIRM OF SONNENSCHIN
NATH & ROSENTHAL LLP AND MARK A FINK ESQ ARE EXCUSED FROM FURTHER
REPRESENTATION OF ROBERT M MUMMA II IN THIS CASE
CONT BELOW
10/02/07 210 CONT-THE STATUS CONFERENCE PREVIOUSLY SCHEDULED FOR THIS DATE IS
RESCHEDULED TO WEDNESDAY 10/03/07 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
JA.A
10/05/07 211 PRAECIPE FOR WITHDRAWL OF APPEARANCE WITH LEAVE OF COURT
JAA
10/15/07 212 NOTICE OF CHANGE OF ADDRESS OF COUNSEL FOR BARBARA MANN MUMMA
FILED BY RALPH A JACOBS ESQUIRE
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
ONRORDBEFOREA05/�1/08 ALLEADDITUIONALTDISCOVERY RELATING1TOl�Y 3
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 MOTION FOR EXTENSION OF TIME TO FILE EXPERT REPORTS AND/OR
SUPPLEMENTAL OBJECTIONS
JAA
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1/31/08 216 SUPPLEMENTAL OBJECTIONS FILED ROBERT M MUMMA II
CAJ
2/O1/08 217 ORDER OF COURT DATED O1/31/08 IN RE MOTION FOR EXTENSION OF TIME
TO FILE EXPERT REPORTS AND/OR SUPPLEMENTAL OBJECTIONS FILED BY
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/O1/08
JA.A
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/O1/08 220 PR.AECIPE TO MAKE DEPOSITIONS PART OF THE RECORD
WSZ
4/Ol/08 221 PR.AECIPE TO MAKE DEPOSITIONS PART OF THE RECORD
WSZ
4/02/08 222 PETITION TO ORPHANS COURT DIVISION FOR THE ENTRY OF THE DATE OF
THE DEEMED DENIAL OF EXCEPTIONS UNDER PA ORPHANS COURT RULE 7. 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 CONSIDER.ATION THIS MATTER IS REFERRED TO THE
AUDITOR TAYLOR P ANDREWS ESQ FOR PURPOSE OF A BRIEF INTERIM REPORT
ON THE ISSUE AND A RECOMMENED ORDER-BY THE COURT J WESLEY OLER JR
J
COPIES MAILED 4/24/08 VIA USPS
CAJ
4/30/08 225 EXECUTRIXES MOTION TO COMPEL
WSZ
5/Ol/08 226 MOTION FOR A PROTECTIVE ORDER AND MOTION FOR STAY OF PROCEEDINGS
WSZ
5/02/08 227 EXECUTRIXES ' ANSWER TO ROBERT M MUMMA II ' S MOTION TO QUASH AND
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GENER.AL 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
CAJIES MAILED 5/14/08
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
5/13/08 231 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 GR.ANTED 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
BEFORE OLER J AND NOW THIS 5/12/08 UPON CONSIDER.ATION OF THE
EXECUTRIXES MOTION TO COMPEL IN THE ABOVE CAPTIONED MATTER FILED
4/30 08 A RULE IS ISSUED UPON ROBERT M MUMMA II TO SHOW CAUSE WHY
THE ELIEF REQUESTED SHOULD NOT BE GR.ANTED 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
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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 '
AOwRT ORDER OF 10/03/07
5/30/08 239 FURTHER MOTION FOR FILING OF A SUPPLEMENTAL INVENTORY PURSUANT TO
ORPHANS ' COURT ORDER OF 10/30/07
AJW
5/3�/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
AJW03/07
5/30/08 242 10/03%p�MOTION FOR JURY TRIAL PURSUANT TO ORPHANS ' COURT ORDER OF
AJW
5/30/08 243 �D�ORRFOREIGN SAFEDDEPO�ITRBO��PURSUANTTTO ORPHANS 'B OURTCOR ERS
OF 10/03/07 AJW
5/30/08 244 PETITION FOR JUDICIAL NOTICE
AJW
5/30/08 245 MOTION OF BARBAR.A MCK MUMMA AND LISA M MORGAN TO STRIKE EXPERT
REPORTS OF ROBERT C MAY ESQ
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AJW
5/30/08 246 MOTION OF BARBARA MCK MUMMA AND LISA M MORGAN TO DISMISS
OBJECTIONS ASSERTING BARBARA MCK MUMMA' S EXERCISE OF WITHDR.AWAL
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 PR.AECIPE 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 PR.AECIPE PLEASE FILE ON THE DOCKET AND MAKE THE ATTACHED EXPERT
REPORTS FIRST AND SECOND OF ROBERT C MAY ESQ WHICH WERE PREVIOUSLY
SERVICE ON Ol/31/08 PURSUANT TO JUDGE OLER' S ORDER OF 10/03/07
PART OF THE RECORD 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 CONSIDER.ATION
AS AUDITOR PURSUANT TO ORPHAN' S COURT ORDER OF 10/03/07 A HEARING
OLDERHJRUJEDERVICE8MAILED 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 CONSIDER.ATION 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
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AJW
7/02/08 256 ORDER OF COURT DAETD 07/Ol/08 IN RE MOTION OF BARBAR.A 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
C�OTPIES MAILED VIA USPS ON 07/03/08
7/02/08 257 ORDER OF COURT DATED 07/O1/08 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 R.AISED 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
7/02/08 258 ORDER OF COURT DATED 07/O1/08 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 GR.ANTED 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
7/02/08 259 ORDER OF COURT DATED 07/O1/08 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
PA TIES TO SHOW CAUSE WHY THE RELIEF REQUESTED SHOULD NOT BE
GRANTED RULE RETURNABLE WITHIN 14 DAYS OF SERVICE THE ISSUE
R.AISED 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/O1/08 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
GR.ANTED RULE RETURNABLE WITHIN 14 DAYS OF SERVICE THE ISSUE
R.AISED 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/O1/08 IN RE FURTHER MOTION FOR
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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 IS,SUE
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
AOwIES MAILED VIA USPS ON 07/03/OS
7/02/08 262 ORDER OF COURT DATED 07/O1/08 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
AOWIES MAILED VIA USPS ON 07/03/08
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
BARBAR.A 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
AOWIES MAILED VIA USPS ON 07/17/08
7/16/08 268 RESPONSE OF BARBAR.A 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
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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/OS 271 RESPONSE OF BARBAR.A 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 BARBAR.A 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 BARBARA MCK MUMMA AND LISA M MORGAN TO FURTHER MOTION
OF ROBERT M MUMMA II FOR SUPPLEMENTAL ACCOUNTING PURSUANT TO
ORPHANS COURT ORDER OF OCTORBER 3 2007
CAJ
8/13/08 275 RESPONSE OF BARBARA MCK MUMMA AND LISA M MORGAN TO FURTHER MOTION
OF ROBERT M MUMMA II FOR RECUSAL OF JUDGE OLER PURSUANT TO ORPHANS
COURT ORDER OF OCTOBER 3 2007
WSZ
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
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CONSIDER.ATION 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/OS IN RE LETTER FROM ROBERT M MUMMA II
AND THE LETTER FROM GEORGE B FALLER JR UPON CONSIDER.ATION 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
E�TENSION 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 PAR.TIES 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 MIALED VIA USPS ON 08/28/08
AJW
8/29/08 282 ORDER OF COURT DATED 08/18/08 IN RE RECORD DECLARED CLOSED UPON
CONSIDER.ATION 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 PARTIE� 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
C�OjPIES MAILED VIA USPS ON 08/29/08
9/08/08 284 EMERGENCY MOTION TO PREVENT PUBLIC SALE OF REAL ESTATE BY TAX
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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 GR.ANTED 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 R.AISED 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
�COTPIES 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 GR.ANTED AND THE ISSUE R.AISED 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 BARBAR.A 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 BARBAR.A 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 BARBAR.A 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 BARBAR.A MCK MUMMA
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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 R.AISED 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
C�OTPIES MAILED VIA USPS ON 09/16/08
9/15/08 292 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 GR.ANTED 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 REFERR.AL 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
WESLEY OLER JR JUDGE COPIES MAILED 09/24/08
WSZ
9/25/08 298 ORDER OF COURT DATED 09/23/08 IN RE EMERGENCY MOTION TO PREVENT
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PUBLIC SALE OF REAL ESTATE BY TAX CLAIM BUREAU DUE TO NONPAYMENT
OF DELIQUENT TAXES BY THE EXECUTRICES/TRUSTEES AND OF THE ANSWER
OF BARBAR.A 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/OS 299 CERTIFICATE OF SERVICE OF SUBPOENA AND NOTICE OF DEPOSITION SERVED
WSZSAMUEL L ANDES
9/25/08 300 CERTIFICATE OF SERVICE OF SUBPOENA AND NOTICE OF DEPOSITION SERVED
ON JOHN RHODES
WSZ
9/29/08 301 9019�N08FOR RECONSIDER.ATION OF THE ORPHANS COURT ORDER DATED
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 BARBAR.A 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 BARBAR.A MCK MUMMA AND
LISA M MORGAN TO DISMISS OBJECTIONS REGARDING EXERCISE OF
WITHDRAWAL RIGHTS UNDER ARTICLE SEVENTH OF WILL
CAJ
10/03/08 307 ORDER OF COURT DATED 10/03/08 IN RE MOTION FOR RECONSIDERATION OF
THE ORPHANS COURT ORDER DATED 09/19/08 THE MOTION IS DENIED
BY THE COURT J WESLEY OLER JR JUDGE
COPIES MAILED 10/03/08
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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 BARBAR.A 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 BARBAR.A MCK MUMMA AND
LISA M MORGAN TO MOTION TO DISQUALIFY MORGAN LEWIS & BOKIUS AND
THE MARTSON LAW OFFICE FROM CONTINUING LEGAL REPRESENTATION OF THE
ESTATE AND THE TRUSTS
JAN
10/09/08 312 MOTION BY HARRY G LAKE JR TO QUASH THE SUBPOENA ISSUED BY ROBERT M
J�MA II OR IN THE ALTERNATIVE FOR A PROTECTIVE ORDER
10/09/08 313 ORDER OF COURT DATED 10/OS/08 IN RE EMERGENCY MOTION OF JOSEPH A
O'CONNOR JR OF PROTECTIVE ORDER THE MOTION IS GR.ANTED 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/OS 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
RULE RETURNABLE WITHIN 14 DAYS OF THE DATE OF THIS ORDER THE SAID
DEPOSITION SCHEDULED FOR 10/13/08 IS HEREBY STAYED PENDING FUTHER
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 0'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
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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
GR�INTED 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
J�ONPIES MAILED 10/13/08
10/17/08 319 PR.AECIPE 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 PR.AECIPE PLEASE ENTER THE DATE OF 7/3/00 ON THE DOCKET AS THE DATE
�TRUSTEEDEE�NED/D�N�I�AL OF THE EXCEPTIONS FILE BY THE EXECUTRICES/
CAJ
10/17/08 323 RESPONSE OF ROBERT M MUMMA II TO THE EXECUTRICES EMERGENCY MOTION
FOR PROTECTIVE ORDER
CAJ
10/21/08 324 NOTICE OF APPEAL SENT UPS TO SUPERIOR COURT ON 10/21/OS
CAJ
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
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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
WSZESLEY OLER JR JUDGE COPIES MAILED 10/28/08
11/04/08 331 ORDER OF COURT DATED 11/4/08 IN RE EXECUTRICES EMERGENCY MOTION
FOR PROTECTIVE ORDER THE MOTION FOR A PROTECTIVE ORDER IS GR.ANTED
AND THE NOTICE OF HER DEPOSITION IS CANCELLED -BY THE COURT J
WESLEY OLER JR J
COPIES MAILED VIA USPS ON 11/4/08
CAJ
11/05/08 332 MOTION DATED 11/05/08 IN RE MOTION BY HARRY G LAKE JR TO QUASH
SU$POENA 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
AOwIES MAILED VIA USPS ON 11/05/08
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
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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 CAJION REGARDING ORAL AGRUMENT SESSION OF 12/17/08
12/04/08 341 MOTION TO STRIKE ANSWER TO MOTION FOR ENTRY OF RULE 206 . 7A ORDER
AJW
12/04/08 342 AJWTHER 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 OR.AL 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
RIGHT TO ARGUE HIS POSITION AS TO THE EFFECT IF ANY OF AN ABSENCE
OF A R.ESPONSE TO THE RULE BY THE LAW FIRMS IN QUESTION AT (CONTINUE)
12/05/08 344 CONTINUE-THE ORAL ARGUMENT SCHEDULED FOR 12/17/08 BY THE COURT J
WESLEY OLER JR JUDGE
J�OPNIES MAILED 12/05/08
12/09/0� 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
JO�PNIES MAILED VIA USPS 12/16/08
12/16/08 348 JE'�CORD SENT TO SUPERIOR COURT VIA UPS 12/16/08
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ORC621 b/10/2Q13
Case No 1986-00398
12/16/OS 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
J_O�PIES MAILED 12/16/08 .
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
JO�PNIES MAILED 12/16/08
12/16/08 353 ORDER OF COURT DATED 12/15/08 IN RE FURTHER MOTION REGARDING OR.AL
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
RESPONSE TO THE RULE ISSUED BY THE COURT ON 08/28/08 BY THE LAW
FIRMS IN QUESTION AT THE OR.AL ARGUMENT SCHEDULED FOR 12/17/08 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 REC�RD IN THIS MATTER
AJW
12/17/08 355 AFFIDAVIT
AJW
12/17/08 356 PR.AECIPE PLEASE MAKE THE ATTACHED RESPONSES OF BARBAR.A 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
11460706102013 Cumberland County - Orphans Court Page 34
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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 OR.AL
ARGUMENT ON 12/17/08 AND IT APPEARING FROM THE ARGUMENT THAT ANY
DEPOSITIONS CONDUCTED PURSUANT TO THE RULE ISSUED ON 08/28/OS 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
JO�PNIES MAILED 12/18/08
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 PR.AECIPE PLEASE MAKE THE ATTACHED CORPORATE RECORDS OF MUMMA
REALTY ASSOC DATED 12/19/19$6 PURPORTED AGREEMENT AMONG TENANTS IN
COMMON PART OF THE RECORD IN THIS MATTER AND AS SAME PERTAINS TO
THE PENDING MOTION FOR DISQUALIFICATION OF THE ESTATE COUNSEL
CAJ
12/24/08 364 PRAECIPE PLEASE MAKE THE ATTACHED CORPOR.ATE 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 S 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 MEMOR.ANDUM 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 PR.AECIPE PLEASE MAKE THE ATTACHED CORPORATE RECORDS OF NINE
NINETY NINE INC DATED 1/7/89 MINUTES AND TRANSCRIPT AND 12/26/88
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RESOLUTION PART OF THE RECORD IN THIS MATTER AND AS SAME PERTAINS
TO THE PENDING MOTION FOR DISQUALIFICATION OF ESTATE COUNSEL
CAJ
12/24/08 367 PR.AECIPE PLEASE MAKE THE ATTACHED CORPORATE RECORDS OF LEBANON
ROCK INC UNDATED A COPY OF A SHARE RESTRICTIVE AGREEMENT TEMPLATE
FROM HIGH-SPEC INC PART OF THE RECORD IN THIS MATTER AND AS SAME
PERTAINS TO THE PENDING MOTION FOR DISQUALIFICATION OF THE ESTATE
COUNSEL
CAJ
12/24/08 368 PRAECIPE PLEASE MAKE THE ATTACHED CORPOR.ATE RECORDS OF PA SUPPLY
CO DATED 11/30/86 UNANIMOUS CONSENT OF SHAREHOLDERS AND TAX YEAR
1986 FORM 1099-DIV PART OF THE RECORD IN THIS MATTER AND AS SAME
PERTAINS TO THE PENDING MOTION FOR DISQUALIFICATION OF THE ESTATE
COUNSEL
CAJ
12/29/08 369 PRAECIPE PLEASE MAKE THE ATTACHED DEPOSITION OF JOSEPH A OCONNOR
JR ESQ TAKEN ON 10/27/08 PART OF THE RECORD IN THIS MATTER AS SO
AJWVIDED IN THE ORPHANS ' COURT ORDER OF 12/18/08
12/30/08 370 ORDER OF COURT DATED 12/29/08 IN RE DISQUALIFICATON OF COUNSEL
MOTION IT IS ORDERED AND DIRECTED AS FOLLOWS 1 THE NOTICE OF
DEPOSITION OF ROBERT M MUMMA II DATED 12/23/08 FOR A DEPOSITION TO
BE HELD THE FOLLOWING DAY IS QUASHED 2 ANY FILINGS MADE SUBSEQUENT
TO ARGUMENT ON 12/18/08 AND INTENDED TO SUPPLEMENT THE RECORD FOR
PURPOSES OF DISPOSITION OF THE AFORESAID MOTION EXCEPT AS
AUTHORIZED BY THE COURT' S ORDER DATED 12/18/OS ARE STRICKEN AND 3
THE PARTIES ARE DIRECTED NOT TO ATTEMPT TO SUPPLEMENT THE RECORD
IN THE FUTURE FOR PURPOSES OF DISPOSITION OF THE AFORESIAD MOTION
BY THE COURT J WESLEY OLER JR J COPIES MAILED VIA USPS ON 12/30/08
1/07/09 371 ORDER DATED O1/06/09 IN RE SECOND �ETITION FOR JUDICIAL NOTICE IS
IS ORDERED AND DIRECTED 1 THE COURT WILL TAKE JUDICIAL NOTICE OF
ANY RECORD STATUTE OR RULE WHICH (A) ANY PARTY REQUESTED IT TO
JUDICIALLY NOTICE AT OR PRIOR TO THE HEARING ON DISQUALIFICATION
OF COUNSEL HELD ON 12/17/08 AND (B) IS JUDICIALLY NOTICEABLE UNDER
THE PENNSYLVANIA RULES OF EVIDENCE 2 AS PREVIOUSLY NOTED NO PARTY
MAY SUPPLEMENT THE RECORD WITH FURTHER EVIDENCE AT THIS POINT ON
THE ISSUE OF DIS UALIFICATION BY THE COURT J WESLEY OLER JR JUDGE
COPIES MAILED 01�07/09
JAN
1/08/09 372 ORDER OF COURT DATED O1/08/09 IN RE MOTION TO DISQUALIFY MORGAN
LEWIS AND BOCKIUS AND THE MARTSON LAW OFFICE FROM CONTINUING LEGAL �
REPRESENTATION OF THE ESTATE AND THE TRUSTS THE MOTION IS DENIED
THE AUDITOR IS REQUESTED TO MOVE WITH ALL DELIBER.ATE SPEED TO
CONCLUDE THESE PROCEEDINGS BY THE COURT J WESLEY OLER JUDGE
JO.�PIES MAILED O1/08/09
1/09/09 373 MOTION FOR RECONSIDERATION OF THE ORPHANS COURT ORDER DATED
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12/15/08 REGARDING THE DENIAL OF THE MOTION TO STRIKE ANSWER TO
MOTION FOR ENTRY OF RULE 206 . 7 (A) ORDER
J�E OF FOUR ORPHANS COURT ORDERS 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
JO�NNE OF FOUR ORPHANS COURT ORDERS DATED 12/15/08)
1/09/09 375 MOTION FOR CLARIFICATION AND/OR RECONSIDER.ATION OF THE ORPHANS
J�RT 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 PPEAL
UNDER 42 PA CSA 702 (B)
JAN
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
UNDER 42 PA CSA 702 (B)
JAN
1/14/09 378 NOTICE OF APPEAL ONE OF TWO
CERTIFICATE OF SERVICE
AJWTIFIED COPY OF DOCKET ENTRIES
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 O1/14/09
ONE OF TWO
AJW
1/14/09 381 NOTICE OF APPEAL SENT USPS TO SUPERIOR COURT ON Ol/14/09
TWO OF TWO
AJW
1/14/09 382 ORDER OF COURT DATED O1/14/09 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
COPIES MAILED Ol/14/09
JAN
1/14/09 383 ORDER OF COURT DATED O1/14/09 IN RE APPLICATION OF ROBERT M MUMMA
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II TO AMEND ORDER OF 12/15/08 (TWO OF TWO) TO CERTIFY FOR PURPOSES
OF TAKING AN INTERLOCUTORY APPEAL UNDER 42 PA CSA THE APPLICATION
IS DENIED BY THE COURT J WESLEY OLER JR JUDGE
JO�NPIES MAILED O1/14/09
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
JE�NCORD DUE 03/16/09
1/20/09 387 SUPERIOR COURT APPEAL DOCKET SHEET
DOCKET NO 99 MDA 2009
JE�CORD DUE 03/16/09
1/21/09 388 NOTICE OF AUDITORS HEARING
CAJ
2/03/09 389 MOTION FOR RECONSIDERATION OF THE ORPHANS COURT ORDER DATED
O1/08/09
JAN
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 HONOR.ABLE J WES EY
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
THAT IS INTERLOCUTORY AND NOT APPEALABLE IF FOLLOWING RECEIPT OF
THE RESPONSE IT IS DETERMINED THAT NO ACTION SHOULD BE (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
wO�Y OF DOCKET ENTRIES
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� 2/09/09 393 NOTICE OF APPEAL MAILED VIA UPS TO SUPERIOR COURT 02/10/09
WSZ
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 CORPOR.ATE 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 GENER.AL
OBJECTIONS IS DENIED AND EXCUTRICES/TRUSTEES MOTION TO COMPEL IS
HEREBY GRANTED MR MUMMA IS DIRECTED TO PROVIDE THE REQUESTED
RESPONSED TO INTERROGATORIES AND PRODUCE THE REQUESTED (CONTINUED)
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
PROCEEDINGS IS HEREBY DENIED IF COUNSEL FOR THE
EXECUTRICES/TRUSTEES HAS NOT DEPOSED MR MUMMA AND STILL HAS THE
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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 R.AISED 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
JO�NPIES MAILED 03/02/09
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 CONSIDER.ATION 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 O1/08/09 REGARDING MOTION TO DISQLTALIFY
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
JO�NPIES 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
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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
SHALL NOW BE REQUIRED TO FILE HIS AUDITORS REPORT WITHIN 60 DAYS
FOLLOWING THE CLOSE OF THE SCHEDULED HEARINGS OF 04/21 THRU 04/23
2009 BY THE COURT J WESLEY OLER JR JUDGE
J�ONPIES MAILED 03/25/09
3/26/09 409 ROBERT M MUMMA II ' S CONCISE STATEMENT OF MATTERS COMPLAINED OF ON
APPEAL PURSUANT TO PA RA.P1925B 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
J�ONPIES MAILED 03/31/09
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 PON ALL INTERESTED PARTIES TO SHOW CAUSE
WHY THE RELIEF REQUESTED SHOULD NOT BE GR.ANTED RULE RETURNABLE
WITHIN 7 DAYS FROM THE DATE OF THIS ORDER THIS MATTER IS REFERRED
, 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 BARBAR.A MCK MUMMA AND LISA M MORGAN
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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
COPIES MAILED VIA USPS ON 4/17/09
CAJ
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 (CONT) IF A REDACT COPY OF THE FEES IS TO BE OFFERED COUNSEL FOR
THE ESTATE SHALL FIRST SUPPLY AND ORIGINAL COPY TO THE AUDITOR WHO
SHALL RULE ON WHETHER THE INFORMATION DELETED IS APPROPRIATE
-BY THE COURT J WESLEY OLER JR J
CAJIES MAILED VIA USPS ON 4/17/09
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
CAJIES MAILED VIA USPS ON 4/17/09
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 BARBAR.A MCKMUMMA AND LISA M MORGAN TO
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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
MR KITTREDGE AND MR SONNENFELD TESTIMONY
WSZ
4/20/09 427 ORDER OF COURT DATED 04/20/09 IN RE SECOND MOTION IN LIMINE OF
BARBARA MCK MUMMA AND LISA M MORGAN TO EXCLUDE ARGUMENT AND
EVIDENCE AS TO MATTERS PREVIOUSLY ADJUDICATED THIS MATTER IS
REFERRED TO THE AUDITOR FOR A BRIEF' INTERIM REPORT AND RECOMMENDED
WSDER BY THE COURT J WESLEY OLER JR 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
WOZIES MAILED 04/21/09
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 & BOCKWS 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
wOZIES MAILED 04/21/09
4/21/09 430 RESPONSE OF ROBERT M MUMMA II TO THE EMERGENCY MOTION OF MORGAN
LEWIS A BOCKIUS LLP TO QUASH SUBPOENAS DIRECTED TO FORMER
LITIGATION COUNSEL OF BARBARA MCK MUMMA AND LISA M MORGAN
JAN
4/21/09 431 RESPONSE OF ROBERT M MUMMA II TO THE MOTION TO QUASH A SUBPOENA
JAN
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
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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
DELIVERABLE AS ADDRESSED UNABLE TO FORWARD REMAILED TO LINDA M
ROTH ON 05/11/09 TO PO BOX 480 MECHANICSBURG PA 17055 MAILING WAS
J�ORDERS FROM 04/20/09
5/13/09 435 MOTION TO QUASH DENi�ND 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
JO�PNIES MAILED 05/14/09
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
wOZRT J WESLEY OLER JR JUDGE COPIES MAILED 05/21/09
5/26/09 439 RETURN MAILING RETURN TO SENDER NOT DELIVER.ABLE AS ADDRESSED
UNABLE TO FORWARD TO LINDA M ROTH
JAN
5/26/09 440 CERTIFICATE PREREQUISITE TO SERVICE OF A SUBPOENA PURSUANT TO RULE
4009.22
AJW
7/20/09 441 MOTION OF BARBAR.A 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 CONSIDER.ATION OF THE MOTION OF BARBAR.A M MUMMA FOR ELAVE 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
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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
AJWNONPAYMENT OF DELINQUENT TAXES BY THE EXECUTRICES TRUSTEES
7/24/09 444 ORDER DATED 07/24/09 IN RE MOTION TO PREVENT PUBLIC SALE OF REAL
ESTATE BY T.AX 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 GR.ANTED BY THE
WOZRT J WESLEY OLER JUDGE COPIES MAILED 07/24/09
7/27/09 445 PETITION FOR LEAVE TO WITHDRAW APPEAR.ANCE OF COUNSEL
JAN
7/28/09 446 RULE TO SHOW CAUSE DATED 07/28/09 IN RE PETITION FOR LEAVE TO
WITHDRAW APPEAR.ANCE 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
JO�NPIES 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
COPIES MAILED 07/31/09
JAN
8/04/09 449 EXECUTRICES RESPONSE TO MOTION OF BARBAR.A M MUMMA FOR LEAVE TO
CALL EXPERT WITNESSES TO TESTIFY AT AUDITORS HEARING
JAN
8/05/09 450 ANSWER TO MOTION OF BARBAR.A 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
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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 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 MONDAY TUESDAY WEDNESDAY THURSDAY AND FRIDAY OCTOBER 26
27 28 29 30 AT 8 :30 AM IN THE SECOND FLOOR COURT ROOM OLD
CUMBERLAND COUNTY COURTHOUSE CARLISLE PA
CAJ
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
CAJIES MAILED VIA USPS ON 8/17/09
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/O1/09 456 ORDER OF COURT DATED 08/31/09 IN RE AFTER HEARING THE RESPONDENTS
ARE ORDERED AND DIRECTED TO TAK� IMMEDIATE STEPS TO MAKE SURE THAT
09/24 O9S ARE PAID PRIOR TO T�i� UPCOMING TAX SALE SCHEDULED FOR
BY THE COURT EDWARD E GUIDO JUDGE
J�ONPIES MAILED 09/Ol/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 BARBAR.A M
MUMMA FOR LEAVE TO CALL EXPERT WITNESS TO TESTIFY AT AUDITORS
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HEARING IS HEREBY GR.ANTED IT IS FURTHER ORDERED THAT BARBAR.A 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 JAN
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
CAJ TO NONPAYMENT OF TAXES BY EXECUTRICES/TRUSTEES
9/15/09 463 TR.ANSCRIPT 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
WSZ31/09 IN COURTROOM 3
9/16/09 464 ORDER DATED 09/16/09IN RE MOTION TO PREVENT PUBLIC SALE OF REAL
ESTATE BY TAX CLAIM BUREAU DUE TO NONPAYMENT OF TAXES BY
EXECUTRICES/TRtTSTEES TO SHOW CAUSE IF ANY THEY SHOULD HAVE WHY TiiE
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
WSZDO JUDGE COPIES MAILED 09/16/09
9/16/Q9 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 GR.ANTED 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 U�PS ON 9/17/09
CA�
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 BARBAR.A M MUMMAS MOTION TO PREVENT
PUBLIC SALE OF REAL ESTATE BY TAX CLAIM BUREAU DUE TO NONPAYMENT
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OF TAXES BY EXECUTRICES/TRUSTEES
CAJ
9/18/09 469 ORDER DATED 09/17/09 IN RE MOTION FOR TESTIMONY BY TELEPHONE OF
WITNESS LISA M MORGAN THE COURT APPROVES THIS REQUEST AND LISA M
MORGAN MAY TESTIFY VIA TELEPHONE DURING THE 09/18/2009 HEARING BY
THE COURT EDWARD E GUIDO JLJDGE COPIES MAILED 09/18/09
WSZ
9/21/09 470 PRAECIPE IN COMPLIANCE WITH THE ORDER ENTERED BY THE HONORABLE
EDWAR.D E GUIDO AFTER A HEARING ON 9/18 09 ATTACHED ARE THE
RECEIPTS FOR THE PAYMENT OF THE TAXES HICH WERE PAID BY BARBARA
MCK MUMMA INDIVIDUALLY FOR TWO PROPERTIES OWNED BY BOBALI
CORPOR.ATION LOCATED IN DAUPHIN COUNTY WHICH PAYMENT TAKES THE
PROPERTIES OFF OF THE DAUPHIN COUNTY TAX SALE SCHEDULED FOR
CAJ1/09
9/22/09 471 ORDER OF COURT DATED 09/18/09 IT HAVING BEEN RELATED TO THE COURT
THAT THE SUFFICIENT SUMS HAVE BEEN ADVANCED TO BOBALI CORPOR.ATION
FROM BARBAR.A MCK MUMMMA IN HER INDIVIDUAL CAPACITY AS A
SHAREHOLDER TO REMOVE THE PROPERTY FROM THE TAX SALE SCHEDULED FOR
09/21/09 THIS MATTER IS MOOT PROVIDED HOWEVER THAT THE RESPONDENT
IS DIRECTED TO FILE WITH THE COURT A RECEIPT SHOWING THAT THE
TAXES HAVE BEEN PAID AND TO PROVIDE COPIES TO PETITIONER BY THE
WSZRT EDWARD E GUIDO JUDGE COPIES MAILED 09/22/09
9/22/09 472 PR.AECIPE IN RE TAX SALE SCHEDULED
WSZ
9/29/09 473 NOTICE OF SERVICE OF EXPERT REPORTS
CAJ
9/30/09 474 RESPONSE OF BARBARA MCK MUMMA AND LISA M MORGAN TO MOTION TO
COMPEL COMPLIANCE WITH AUDITOR' S RULING REGARDING NOTICE TO
PRODUCE
MW
10/09/09 475 MOTIOIVT FOR REMOTE TESTIMONY OF WITHNESS JAM�S L S BOWDISH
CAJ
10/09/09 476 PETITION OF BARBAR.A MCKMUMMA AND LISA MUMMA MORGAN TO TAKE
TESTIMONY OUTSIDE THE COMMONWEALTH
CAJ
10/14/09 477 ORDER OF COURT DATED 10/13/09 IN RE PETITION OF BARBARA MCK MUMMA
AND LISA MUMMA MORGAN TO TAKE TESTIMONY OUTSIDE THE COMMONWEALTH
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 10/14/09
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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
J�ONPIES 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 E
WSZDO JUDGE ON FRIDAY 09/18/09 IN COURTROOM 3
10/20/09 480 APPLICATION FOR LEAVE TO REQUIRE SECURITY FOR PAYMENT OF THE
J�ITORS EXPENSES AND FEES
10/20/09 481 JU�NDITOR'S INTERIM REPORT 10/19/09 AND REQUEST FOR ORDER
10/20/09 482 J�ITOR' S INTERIM REPORT 10/19/09 AND REQUEST FOR ORDER
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 Ti�E 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
IT IS HEREBY ORDERED THAT THE MOTION TO COMPEL COMPLIANCE WITH THE
AUDITORS RULING NOTICE TO PRODUCE ISSUED TO THE EXECUTORS/TRUSTEES
IS HEREBY DENIED -BY THE COURT J WESLEY OLER JR J
CAJIES MAILED VIA USPS ON 10/28/09
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
50o 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
11460706102013 Cumberland County - Qrphans Court Page 49
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10/28/09 486 MOTION IN LIMINE .
CAJ
10/30/09 487 PR.AECIPE 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 •
WSZBARA MANN MUMMA DATED 04/15/09
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 GR.ANTED 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
WSZIES MAILED 11/04/09
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 BARBAR.A MCK MUMMA AND LISA M MORGAN TO ROBERT M MUMMA
II MOTION IN LIMINE
JAN
11/13/09 491 BARBAR.A 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
RESPONSE TO THE EXECUTRICES MOTION TO DISMISS OBJECTIONS
WSZ
11/30/09 494 RESPONSF" OF BARBARA M MUMMA IN OPPOSTITION T�J THE MOTION TO
DISMISS OBJECTIONS FILED ON BEHALF OF BARBARA MCK MUMMA AND LISA M
MORGAN
JAN
12/O1/09 495 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
11460706102013 Cumberland County - Orphans Court Page 50
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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 R.AISED 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 JAN
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
J�ONPIES MAILED 12/11/09
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
JO.�PIES 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 -
J�ONPIES MAILED 03/10/10
3/05/10 506 MOTION FOR BRIEF CONTINUANCE OF THE ORPHANS COURT HEARING
SCHEDULED FOR 3/15/10
11460706102013 Cumberland County - Orphans Court Page 51
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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 BARBAR.A 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
JO�PIES MAILED 04/14/10
4/16/10 511 TR.ANSCRIPT DATED 4/8/11 IN RE TRANSCRIPT FOR PROCEEDINGS
CAJ
4/19/10 512 UNCLAIMED MAILED RETURN TO SENDER NOT DELIVER.ABLE 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 CONSIDER.ATION 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
J�ONPIES MAILED 04/21/10
4/22/10 514 DESIGNATION OF BARBAR.A MCK MUMMA AND LISA A MORGAN OF TESTIMONY TO
BE READ AT HEARING
JAN
5,106/10 515 NOTICE OF CONTINUATION OF AUDITORS HEARING
CAJ
�
114�07061�2013 Cum�erland County - Orphans Court Pa e 52
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Case No 19$6-40398
6/l6/10 516 APPLI�ATION FOR LEAVE TQ REQUIRE SECURITY FQR PAYMENT OF THE
AUDITORS EXPENSES AND FEES
CAJ
6j21f1Q 517 APPLICATI4N F�R AN EXTENSION QF TIME TO FILE AUDITORS REP�RT
CAJ
6/22/l0 518 ORDER DATED 06120�10 IN RE APPLICATION FOR LEAVE TO REQUIRE
SECURITY FOR PAYM NT �F THE AUDITORS E�PENSES p��D FEES ZT ZS
ORDERED THAT THE AUDITOR JOSEPH D BUCKLEY E�QUIRE SHALL BE PAID AN
INTERIM ��IOLmIT TaTALING $4�, 725 . 10 TO BE PAID BY THE ESTATE OF
ROBERT M MUMMA AND OR THE TRUST� CREATED UNDER THE WILL OF ROBERT
M MUMMA 5Qa FRQM THE MARITAL TRLTST AND 54% FROM THE RESIDUARY
TRUST THE PAYMENTS SHALL BE MADE PAYABLE DIRECTLY TO JOSEPH D
BUCKLEY AND SHALL BE FORWARDED TO ATTQRNEY BUCKLEY WITHIN DAYS OF
THIS ORI}ER SUCH PAYMENT SHALL IN N4 `i+1AY REFLECT RESPIJNSIBILITY
FOR THE ULTIMATE DETERMINATION AS TO WHA.T PERSON CONTINUED
6 f 22 f 10 519 CONTINUED FRQM ABOVE PERSONS t7R ENTITY SHALL BEAR THE FEES .P►��D
COSTS AS50GI�TED WITH THE AUDIT THAT DETERM=NATION SHALL BE MADE
AT THE CLOSE OF THIS MATTER BY THE COURT J WESLEY QLER JR JUDGE
COPIES MAILED o6/�a/lo
WSZ
6/2 4/10 52 0 ORDER OF COURT DATED �f�2/1 o IN RE APPLI CATI ON FC�R ��T E�TENTStJN �F
TIME TO FILE AUDITORS REPtJRT AUDITOR JOSEPH D BUCKLEY SHA.LL NOW
BE REQUIRED TO FILE HIS AUDITQRS REPORT TnTITHIN 3t} DAYS F4LLQWING
RECEIPT (�F THE BRIEFS WTTH 6� DAYS OF RECEIPT OF THE TR:ANSCRIPTS
FROM THE FINAL 3 DAYS OF HEARINGS WHICH WERE HELD JUNE l4 15 l6
2010 -BY THE CtJUR.T J WESLE� C}LER JR J COPIES NIAILED VIA USPS (�N
�1�4/10
A
�JosJio 521 RETURNED MAIL UF tJR.DER DATED 06j20/10 ADDRE�SED T(J LINDA MUMMA NOT
DELIVERABLE AS ADDRESSED UNABLE TO FORWARD - DURH:AM NC ADDRESS
WS2
7I(J9J10 522 RETURNED MA.IL OF ORDER DATED 06/20/10 ADDRE�SED TQ LINDA MUMMA NOT
DELIVERABLE A5 ADDRESSED tTNABLE TQ FORWARD - MECHC��NICSBURG ADDRESS
WSZ
s/is/io 523 UN4PPOSED M4TION TO EXTEND TIME FOR FILING P4ST-HEAR.ING BRIEFS
�.w
8f20/l0 524 ORDER OF COURT DATED 8/19/10 IN RE UNOPPOSED MOTION TO EXTEND TIME
FOR FILING POST HEARING BRIEFS IN LIGHT {JF THE DEATH ON 7/17/10 4F
BARB�RA K MCK MUMMAA ONE OF THE TWO EXECUTRIXES QF THE ABOVE
REFERENCED ESTATE ANDT THE M4THER C7F THE BENEFICIARIES 4F THE
ESTATE AND FOR THE REA50NS SET FORTH IN THE UNC?PPtJSED MOTI4N IT
HEREBY I� ORDERED THAT THE TIME WITHIN WHICH THE PARTIES ARE TO
FILE POST HEARIN� BRIEFS SHALL BE E�TENDED TO lOj$J08 -BY THE
COURT J WESLEY OLER J COPIES MA.ILED VIA USPS ON 8/20f10
11460706102013 Cumberland County - Orphans Court Page 53
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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
MAZITAL
9/10/10 528 FIRST AND FINAL ACCOUNT WITH SCHEDULE OF PROPOSED DISTRIBUTION
PETITION FOR ADJUD/STATEMENT OF PROPOSED DISTRIBUTION- TRUST
WSZIDUAL
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
GR.ANTED 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
BARBAR.A 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 GR.ANTED. 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
11460706102013 Cumberland County - Orphans Court Page 54
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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
HERETO
SAP
10/08/10 535 POST HEARING RESPONSE OF BARBAR.A 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
SAPITION FOR ADJUD/STATEMENT OF PROPOSED DISTRIBUTION-TRUST
10/12/10 537 FIRST AND FINAL ACCOUNT WITH SCHEDULE OF PROPOSED DISTRIBUTION
PETITION FOR ADJUD/STATEMENT OF PROPOSED DISTRIBUTION-TRUST
SAP
10/1 .4/10 538 ORDER OF COURT DATED 10/12/10 IN RE POST HEARING BRIEF OF BARBAR.A
M MUMMA IN SUPPORT OF OBJECTIONS FILED BY BARBARA M MUMMA TO
ACCOUNTS SUBMITTED BY BARBAR.A 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 ADMINISTR.ATORS 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 DATED 11/8/10 IN RE MOTION OF ROBERT M MUMMA II FOR
DISQUALIFICATION AND REMOVAL OF LISA M MORGAN AS EXECUTRIX AND
TRUSTEE DUE TO CONFLICT OF INTEREST A HEARING IS SCHEDULED FOR
FRIDAY JANUARY 28, 2011 AT 1 :30 PM IN COURTROOM 1 BY THE COURT J
WESLEY OLER JR JUDGE COPIES MAILED ON 11/8/10
SAP
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
11460706102013 Cumb�rland County - Orphans Court Pa e 5,5
ORC621 .. . . �/14/2-013
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 STATEMENT OF GENERAL OBJECTIONS TO PETITION OF
ADJUDICATION/STATEMENT OF PROPOSED 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 i THE STATEMENT OF GENERAL OBJECTIONS TO ACCOUNT OF
RESID TRUST FILEL� 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 GENER.AL 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
PRO SE JOSEPH D BUCKLEY ESQ IS APPOINTED AUDITOR IN THESE MATTERS
BY THE COURT J WESLEY OLER JR JUDGE COPIES MAILED 11/24/10 WSZ
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
11460706102013 Cumberland Count.y__ - Orphans Court Page 56
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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%30%10 SAPTHE COURT J WESLEY OLER JR JUDGE COPIES MAILED ON
12/O1/10 554 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 SEPER.ATE ORDER OF
COURT APPOINT AN AUDITOR BY THE COURT J WESLEY OLER JR COPIES
NWiA�LED 12/O1/10
12/O1/10 555 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/O1/10
WSZ
12/02/10 556 MOTION FOR CONTINUANCE OF HE�RING
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 PR.AECIPE 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 BARBAR.A 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
11460706102013 Cumberland County - Orphans Court Pag� 57
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WSZ
12/22/10 561 PR.AECIPE TO WITHDR.AW
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 PR.AECIPE 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 BARBAR.A 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
1/14/11 569 ORDER OF COURT DATED 1/13/11 IN RE MOTION FOR PROTECT�VE ORDER
UPON CONSIDERATION OF LISA MUMMA MORGANS MOTION FOR PROTECTIVE
ORDER FILED 1/5/11 AND IT BEING RELATED TO THE COURT I3Y COUNSEL
FOR THE MOVING PARTY IN THE PERSONS OF BR.ADY 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
SAPESLEY OLER JR JUDGE COPIES MAILED 1/14/11
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 WITHDR.AW AS COUNSEL WITHDRAW AS COUNSEL FOR ROBERT M
11460706102013 Cumberland County - Orphans Court Page 58
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MUMMA II BENEFICIAR UNDER DULY PROBATED WILL OF HIS FATHER ROBERT
M MUMMA
CAJ
1/26/11 572 ORDER OF COURT DATED Ol/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 WITHDRi�W 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
2/3/11
SAP
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
2/3/11
SAP
2/04/11 576 NOTICE RECONFIRMING PREVIOUS NOTICE OF AUDITORS HEARING
CAJ
2/11/11 577 TRANSCRIPT OF PROCEEDINGS HELD BEFORE J WESLEY OLER JR J ON
1/28/11 IN COURTROOM 1
MAW
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
11460706102013 Cumberland County - Orphans Court Pa e 59
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SIDE ROOM 203 HOLLAND BUILDING OF DICKINSON C.OLLEGE 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 O1/28/11 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 FOR AN EXTENTION OF TIME
TO FILE. AUDITORS REPORT OUR ORDER OF 11/24/10 IS AMENDED TO
REFLECT THAT JOSEPH D BUCKLEY ESQUIRE SHALL NOW BE REQUIRED 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
SAP COURT J WESLEY OLER JR JUDGE COPIES MAILED 3/16/2011
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 C�URT J
SAPLEY OLER JR JUDGE COPIES MAILED 3/16/11
3/18/11 585 RETURN RECEIPT OF NOTICE OF APPEAL BY SUPERIOR COURT
CAJ
3/22/11 586 SUPERIOR COURT APPEAL DOCKET SHEET
DOCKET NO 481 MDA 2011
WSZORD DUE 05/13/11
4/06/11 587 ROBERT M MUMMA II ' S CONCISE STATEMENT OF MATTERS COMPLAINED OF ON
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APPEAL REGARDING THE ORPHANS COURT ORDER ENTERED ON 3/8/11 AND THE
APPEAL THEREOF TO THE SUPERIOR COURT DOCKETED AT NO 48�1 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
TESITMONY AS TO EVENTS AND ACTIONS PRIOR TO 1/1/04
CAJ
4/08/11 590 �OBERT 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 MARC J SONNENFELD ES NOTICED BY ROBERT M
MUMMA II THE DEPOSITIONS SCHEDULED FOR 04/18�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
WSZIES 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
PRIOR TO JANUARY 1, 2004 THIS MOTION IS REFERRED TO THE
COURT-APPOINTED AUDITOR JOSEPH D BUCKLEY ESQUIRE FOR A BRIEF
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
11460706102013 Cumberland County - Orphans Court Page 61
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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
BARBAR.A 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 GR.ANTED RULE R�TURNABLE 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
11460706102013 Cumberland County - Orphans Court Page 62
ORC621 b/10/2013
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 BR.ADY 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
CAJJ COPIES MAILED 4/27/11
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
: NCIAJLED 4/27/11
4/27/11 612 ORDER DATED 4f26/11 IN RE MOTION IN LIMINE OF LISA M MORGAN TO
EXCLUDE EVIDENCE AND TESTIMONY AS TO EVENTS AND ACTIONS PRIOR TO
11460706102013 Cumberland County - Orphans Court Page 63
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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 GR.ANTED
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 MARC J SONNEFIELD ESQUIRE NOTICED BY ROBERT M MUMMA II
UPON THE RE.COMMENDATION 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
JR J COPIES MAILED 4/27/11
CAJ
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 GR.ANTED 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
CM-�JLED 4/29/11
4/28/11 �15 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 GR.ANTED 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
OL�JR JR J COPIES MAILED �/29/11
4/29/11 616 RESPONSE OF LISA M MORGAN TO MOTION FOR JURY TRIAL
CAJ
5/04/11 617 SUPPLEMENT. TO ACCOtTrvm OF THE RESIDUAL TRUST UNDER THE WIL:�� OF
ROBERT M MUMMA DECE�=��ED 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
11460706102013 Cumberland County - Orphans Court Page 64
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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
MP,W
5/20/11 622 MOTION FOR RECONSIDERATION OF THE ORPHANS COURT ORDER DATED
05/06/2011
DB
6/O1/11 623 OPINION PURSUANT TO PA RAP 1925 BY THE COURT J WESLEY OLER JR J
r�w
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 L�AVE 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
DISMISSEL� AS MOOT -BY THE COURT J WESLEY OLER JR J COPIES MAILED
6/24/11
CAJ
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
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: 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 RECONSIDER.ATION OF
THE ORPHANS COURT ORDER DATED 5/6/2011 THE MOTION IS DENIED BY THE
COURT J WELSEY 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 RE PETITION TO AUTHORIZE
DISTRUBUTIONS UPON CONSIDERATION A RULE IS HEREBY ISSUED UPON ALL
INTERESTED PARTIES TO SHOW CAUSE WHY THE RELIEF REQUESTED SHOULD
NOT BE GRANTED RULE RETUNABLE WITHIN 20 DAYS OF THE DATE OF THIS
DBDER BY THE COURT J WESLEY OLER 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 IN 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
10/31/11 637 POST HEARING RESPONSE OF BARBARA MCK MUMMA AND LISA M MORGAN TO
OBJECTIONS OF BARBARA M MUMMA TO ACCOUNTS FOR MARITAL AND
WSZIDUARY TRUSTS UNDER WILL OF ROBERT M MUMMA DECEASED
10/31/11 638 POST HEARING RESPONSE OF BARBAR.A M MUMMA IN SUPPORT OF OBJECTIONS
FILED BY BARBAR.A M MUMMA TO ACCOUNTS OF THE RESIDUARY TRUST AND
�RITAL TRUST FILED BY LISA M MORGAN
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
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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 12/5L2011 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 TR.ANSFER THE ENTIRE BALANCE OF D
E DISTRIBUTION CORPOR.ATIONS 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 ADMINISTR.ATOR 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
CAJIES MAILED 12/28/11
1/09/12 646 ORDER OF COURT DATED 1/9/12 IN RE MOTION FOR RECONSIDER.ATION 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
NCIAJLED 1/9/12
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
RECONSIDER.ATION
WSZ
1/12/12 649 NOTICE OF APPEAL
REQUEST FOR TR.ANSCRIPTS
CERTIFICATE OF SERVICE
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CAJTIFIED COPY OF DOCKET ENTRIES
1/13/12 650 NOTICE OF APPEAL SENT UPS TO SUPERIOR COURT ON 1/13/12 VIA UPS
CAJ
1/13/12 651 CERTIFICATE AND TRANSMITTAL OF RECORD DOCUMENTS NUMBERED 625-648
AJ THE ORIGINAL OF 622 MAILED TO SUPERIOR COURT VIA UPS
1/17/12 652 ORDER OF COURT DATED 1/17/12 IN RE RESPONDENT M&T BANKS RESPONSE
TO ROBERT M MUMMA II 'S MOTION FOR RECONSIDERATION REQUESTING INTER
ALIA THAT AN ORDER BE ENTERED DISMISSING M&T BANK FROM THIS CASE
AND THE COURT HAVING PERVIOUSLY DENIED THE MOTION FOR
RECONSIDERATION A RULE IS HEREBY ISSUED UPON ALL INTERESTED TO
SHOW CAUSE WHY M&T SHOULD NOT BE DISMISSED FROM THE CASE RULE
RETURNABLE WITHIN 14 DAYS OF SERVICE THIS MATTER IS REFERRED TO
THE AUDITOR FOR A BRIEF REPORT AND RECOMMENDED ORDER ON THE ISSUE
: OF THE DISMISSAL OF M&T BANK FROM THE CASE -BY THE COURT J WESLEY
OLER JR J COPIES MAILED 1/17/12 CAJ
1/20/12 653 SUPERIOR COURT APPEAL DOCKET SHEET
DOCKET NO 97 MDA 2012
: AJORD DUE 3/12/12
1/23/12 654 CERTIFICATE AND TR.ANSMITTAL OF DOCUMENTS COMPRISING OF APPENDED
RECORD 625-648 AND ORIGINAL DOCUMENT 622 RECEIVED BY SUPERIOR
CAJRT 1/17/12
2/03/12 655 ANSWER TO RULE TO SHOW CAUSE
DMB
2/10/12 656 RETURNED MAIL NOT DELIVER.ABLE AS ADDRESSED UNABLE TO FORWARD WAS
ADDRESSED TO LINDA MUMMA
CAJ
3/13/12 657 ORDER OF COURT DATED 3/13/2012 IN RE NOTICE OF APPEAL APPELLANT IS
DIRECTED PURSUANT TO PA RAP 1925 (B) TO FILE OF THE 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 SJ COPIES MAILED
3/13/2012 DMB
3/15/12 658 CERTIFICATE AND TR.ANSMITTAL OF RECORD - DOCUMENTS NUMBERED 648
THROUGH AND INCLUDING 658 MAILED TO SUPERIOR COURT VIA UPS
WSZ15/12 �
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3/26/12 659 CERTIFICATE AND TRANSMITTAL OF RECORD RECEIVED FROM SUPERIOR COURT
WSZNOWLEDGING RECEIPT OF THIS RECORD
4/03/12 660 CONCISE STATEMENT OF MATTERS COMPLAINED OF ON APPEAL PURSUANT TO
: WSZ�P 1925B FILED ON BEHALF OF APPELANT ROBERT M MUMMA II
4/05/12 661 PETITION TO AUTHORIZE PLAN OF LIQUIDATION
WSZ
4/16/12 662 ORDER OF COURT DATED 4/12/12 IN RE PETITION TO AUTHORIZE PLAN OF
LIQUIDATION 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 THIS MATTER IS REFERRED TO
JOSEPH D BUCKLEY AS AUDITOR FOR A BRIEF INTERIM REPORT AND
RECOMMENDATION -BY THE COURT J WESLEY OLER JR SENIOR JUDGE COPIES
AJLED 4/16/12
4/20/12 663 PRAECIPE FOR ENTRY OF APPEAR.ANCE RICHARD F RINALDO FOR BARBARA
M MUMMA
HMW
4/25/12 664 PRAECIPE FOR ENRTY OF APPEARNACE IN THE ABOVE CAPTIONED CIVIL
ACTION OF JEFFREY G BROOKS ON BEHALF OF ROBERT M MUMMA II
DMB
4/26/12 665 RESPONSE OF BARBAR.A M MUMMA IN OPPOSITION TO PETITION TO AUTHORIZE
DMB OF LIQUIDATION
4/26/12 666 RESPONSE OF ROBERT M MUMMA II TO RULE TO SHOW CAUSE
DMB
5/14/12 667 OPINION PURSUANT TO PA RAP 1925
WSZ
5/15/12 668 CERTIFICATE AND TRANSMITTAL OF RECORD - DOCUMENTS NUMBERED 659
THROUGH AND INCLUDING 668 MAILED TO SUPERIOR COURT VIA UPS
WSZ15/12
5/17/12 669 CERTIFICATE AND TR.ANSMITTAL OF RECORD RECEIVED BY SUPERIOR COURT
ITEMS NUMBERED 659 TO AND INCLUDING 668
WSZ
5/18/12 670 REPLY TO NEW MATTER OF ROBERT M MUMMA II
WSZ
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5/18/12 671 WS�LY TO NEW MATTER OF BARBARA M MUMMA
5/23/12 672 RETURNED UNDELIVERABLE T0: LINDA MUMMA ROTH IN RE OPINION PURSUANT
TO PA RAP 1925 ADDRESSED TO C/O CARTER ELLIS 203 FRIAR COURT
WSZHANICSBURG PA 17050 RETURN TO SENDER - REFUSED
5/23/12 673 RETURNED MAIL ADDRESSED TO LINDA MUMMA ROTH 512 CREEKVIEW LANE
MECHANICSBURG PA 17055 - FORWARD TIME EXP - NEW ADDRESS PO BOX
30436 BETHESDA MD 20824 MAILED TO NEW ADDRESS 05/24/12 IN RE
OPINION PURSUANT TO PA RAP 1925
WSZ
5/30/12 674 PETITION TO AUTHORIZE SALE OF REAL ESTATE
DMB
6/07/12 675 RULE TO SHOW CAUSE DATED 6/7/2012 �N RE PETITION TO AUTHORIZE SALE
OF REAL ESTATE UPON CONSIDERATION A RULE IS ISSUED UPON ALL
INTERESTED PARTIES TO SHOW CAUSE WHY THE RELIEF REQUESTED SHOULD
NOT BE GRANTED RULE RETURNABLE WITHIN 10 DAYS AFTER SERVICE THE
MATTER IS REFERRED TO JOSEPH D BUCKLEY ESQUIRE AS AUDITOR FOR A
BRIEF INTERIM REPORT AND RECOMMENDATION BY THE COURT J WESLEY OLER
DMBSENIOR JUDGE COPIES MAILED 6/8/2012
6/22/12 676 RESPONSE OF BARBARA M MUMMA IN OPPOSITION TO PETITION TO AUTHORIZE
CAJE OF REAL ESTATE
6/22/12 677 RESPONSE OF ROBERT M MUMMA II TO RULE TO SHOW CAUSE AS TO PROPOSED
SALE OF LAND
CAJ
7/16/12 678 WSZLY TO NEW MATTER OF BARBARA M MUMMA FILED ON 06/22/2012
7/16/12 679 REPLY TO NEW MATTER OF ROBERT M MUMMA II FILED ON 06/22/2012
WSZ
,
7 18/12 680 NOTICE OF AUDITORS HEARING YOU ARE HEREBY NOTIFIED THAT THE
AUDITOR JOSEPH D BUCKLEY APPOINTED BY THE COURT HAS SCHEDULED A
HEARING INVOLVING PETITIONS AND RESPONSES FILED FOR 7/26/12
BEGINNING AT 1 : 00 PM AND CONTINUING UNTIL 4 :30 PM IN THE COURTROOM
OF THE OLD CUMBERLAND COUNTY COURTHOUSE SECOND FLOOR CORNER OF
HIGH AND HANOVER STREET CARLISLE PA THE PURPOSE OF THE HEARING IS
TO HEAR ARGUMENT OF THE PARTIES IN CONJUNCTION WITH A STIPULATION
OF FACTS RELATIVE TO PETITIONS AND OR MOTIONS OF THE ESTATE OF
ROBERT M MUMMA AND THE TRUSTEE OF THE TRUSTS CREATED THEREUNDER
-BY JOSEPH D BUCKLEY ESQUIRE AUDITOR CAJ
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7/30/12 681 D BITOR'S INTERIM REPORT AND REQUEST FOR ORDER
7/30/12 682 ORDER DATED 7/30/2012 IN RE AUDITORS INTERIM REPORT AND REQUEST
FOR ORDER IT IS HEREBY ORDERED THAT LISA MORGAN IN HER CAPACITY AS
PRESIDENT OF D E DISTRIBUTION CORPORATION CANCEL REDEEM OR
TERMINATE THE LIFE INSUFtANCE POLICIES OWNED BY D E DISTRIBUTION
CORPOR.ATION RECEIVE THE PROCEEDS OF THE SAME AND HOLD THE PROCEEDS
FOR DISTRIBUTION TO ALL SHAREHOLDERS OF D E DISTRIBUTION
CORPOR.ATION ACCORDING TO THEIR RESPECTIVE INTEREST IN SAID
CORPOR.ATION FURTHER WITHIN 10 DAYS OF THIS ORDER D E DISTRITBUTION
CORPORATION AND THE RESIDUARY TRUST ESTABLISHED BY THE LAST WILL
AND TESTAMENT OF ROBERT M MUMMA THROUGH THEIR ACCOUNTANTS CONT
7/30/12 683 CONT
SHALL PROVIDE ALL COUNSEL WITH THE METHOD AND THE DOCUMENTS
SUPPORTING THE SAME FOR ASCERTAINING THE PROPORTIONAL SHARES EACH
SHAREHOLDER/PARTY HOLDS IN THE CORPORATION UPON RECEIPT OF THE
INFORMATION EACH PARTY SHALL HAVE 5 DAYS TO OBJECT AND IF NO
OBJECTION IS MADE LISA MORGAN AS PRESIDENT OF D E DISTRIBUTION
CORPORATION SHALL DISRIBUTE THE NET PROCEEDS RECEIVED FROM THE
TERMINATED POLICIES TO ALL SHAREHOLDERS IN ACCORDANCE WITH HIS HER
OR ITS PROPORTIONAL INTEREST ALL OTHER ISSUES RAISED BY THE
PETITIONS OF LISA MORGAN AS TRUSTEE OF THE RESIDUARY TRUST CONT
7/30/12 684 CONT
ESTABLISHED PURSUANT TO THE LAST WILL AND TESTAMENT OF ROBERT M
MUMMA WHICH WERE REFEERED TO THE AUDITOR JOSEPH D BUCKLEY ESQUIRE
ARE DEFERRED UNTIL FURTHER RECOMMENDATION OF THE AUDITOR BY THE
DMBRT J WESLEY OLER JR SENIOR JUDGE COPIES MAILED 7/31/2012
8/17/12 685 RETURNED MAIL IN RE ORDER DATED 07/30/12 ADDRESSED TO LINDA MUMMA
�OTH - RETURN TO SENDER NOT DELIVERABLE AS ADDRESSED UNABLE TO
FORWARD
WSZ
11/28/12 686 SUPPLEMENTAL PETITION TO AUTHORIZE SALE OF REAL ESTATE
CAJ
12/06/12 687 �ORDER OF COURT DATED 12/6/12 IN RE SUPPLEMENTAL PETITION TO
WTHORIZE SALE OF REAL ESTATE A RULE IS HEREBY ISSUED UPON ALL
INTERESTED PAR,TIES TO SHOW CAUSE WHY THE RELIEF SHOULD NOT BE
GRANTED RULE RETURNABLE WITHIN 10 DAYS OF SERVICE
BY THE COURT J WESLEY OLER JR SJ
HMWIES MAILED 12/6/12
12/14/12 688 RESPONSE OF BARBAR.A M MUMMA IN OPPOSITION TO SUPPLEMENTAL PETITION
TO AUTHORIZE SALE OF REAL ESTATE
WSZ
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12/14/12 689 PETITION FOR LEAVE OF COURT TO WITHDRAW APPEAR.ANCE OF COUNSEL
JEFFREY BROOKS
DMB
; 12/17/12 690 ANSWER AND NEW MATTER OF ROBERT M MUMMA II TO SUPPLEMENTAL
CAJITION TO SELL REAL ESTATE
12/19/12 691 ORDER OF COURT DATED 12/19/12 IN RE SUPPLEMENTAL PETITION TO
AUTHORIZE SALE OF REAL ESTATE THE RESPONSE OF BARBARA M MUMMA IN
OPPOSITION TO SUPPLEMENTAL PETITION TO AUTHORIZE SALE OF REAL
ESTATE AND THE ANSWER AND NEW MATTER OF ROBERT M MUMMA II TO
SUPPLEMENTAL PETITION TO SELL REAL ESTATE THIS MATTER IS REFERRED
TO JOSEPH D BUCKLEY AS AUDITOR FOR A BRIEF ITERIM REPORT AND
RECOMMENDATION -BY THE COURT J WESLEY OLER JR SJ COPIES MAILED
CAJ20/12
12/19/12 692 APPLICATION FOR AN EXTENSION OF TIME TO FILE AUDITORS REPORT AND
HMWLICATION FOR LEAVE TO REQUIRE SECURITY FOR EXPENSES AND FEES
12/20/12 693 ORDER OF COURT DATED 12/20/12 IN RE PETITION FOR LEAVE OF COURT TO
WITHDRAW APPEARANCE AS COLTZISEL 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 THE DATE
OF THIS ORDER -BY THE COURT J WESLEY OLER JR J COPIES MAILED
CAJ21/12
12/27/12 694 RULE TO SHOW CAUSE DATED 12/26/12 IN RE APPLICATION FOR EXTENSInN
OF TIME TO F�LE AUDITORS REPORT AND APPLICATION FOR LEAVE TO
REQUIRE SECURITY FOR EXPENSES AND FEES A RULE IS ISSUED UPON ALL
PARTIES TO S�IUW CAUSE WHY RELIEF SHOULD NOT BE GR.ANTED TO THE �
AUDITOR IN THIS MATTER IN THE FORM OF THE PAYMENT OF AUDITOR FEES
REQUESTED RULE RETURNABLE WITHIN 14 DAYS FROM THE DATE OF THIS
O�RDER -BY THE COURT J WESLEY OLER JR J COPIES MAILED 12/27/12
1/10/13 695 ANSWER OF ROBFF�T M MUMMA II TO COURTS ORDER OF DECEMBER 26 2012
WSZ
1/28/13 696 PETITION TO COMPEL COMPLIANCE WITH COURTS ORDER DATED 7/30/12 AND
FOR SANCTIONS AND ALTERNATIVELY TO VACATE SAID ORDER
CAJ
2/OS/13 697 NON PRECEDENTIAL DECISION APPEAL FROM THE ORDER ENTERED O1/18/2011
ORPHANS COURT 21 86 398 ORDER AFFIRMED 02/22/2012 CONCURRING
OPINION BY STR.ASSBURGER J FILED 02/22/2012
ALSO OPINIONS FOR APPEAL FROM ORDER ENETERED O1/18/11 CIVIL
DIVISION 2004 6183
APPEAL FROM ORDER ENTERED Ol/20/11 CIVIL DIVISION 2004 6283
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WSZ
2/05/13 698 NON PRECEDENTIAL DECISION APPEAL FROM THE ORDER ENTERED 12/13/2011
WSZH�S COURT 21 86 398 APPEAL QUASHED 10/19/2012
2/05/13 699 CERTIFICATE OF REMITTAL/REMAND OF RECORD RECEIVED FROM SUPERIOR
COURT
WSZGINAL RECORD ACKNOWLEDGMENT
2/13/13 700 ORDER OF COURT DATED 2/13/13 IN RE APPLICATION FOR AN EXTENSION OF
TIME TO FILE AUDITORS REPORT AND APPLICATION FOR LEAVE TO REQUIRE
SECURITY FOR EXPENSES AND FEES AND THE ANSWER OF ROBERT M MUMMA II
IT IS HEREBY ORDERED AND DIRECTED THAT ARGUMENT WILL BE HELD ON
3/14/13 AT 9 : 00 AM IN COURTROOM 1 IT IS FURTHER ORDERED AND
DIRECTED THAT BRIEFS WILL BE FILED 5 DAYS BEFORE DATE OF ARGUMENT
CAJ THE COURT J WESLEY OLER JR SENIOR JUDGE COPIES MAILED 2/13/13
2/22/13 701 ORDER OF COURT DATED 2/22/13 IN RE PETITION TO COMPEL COMPLIANCE
WITH COURTS ORDER DATED 7/30/12 AND FOR SANCTIONS AND
ALTERNATIVELY TO VACATE SAID ORDER A RULE IS HEREBY ISSUED UPON
ALL INTERESTED PARTIES TO SHOW CAUSE WHY THE RELIEF REQUESTED
SHOULD NOT BE GR.ANTED RULE RETURNABLE WITHIN 21 DAYS OF THE DATE
OAJTHIS ORDER -BY THE COURT J WESLEY OLER JR COPIES MAILED 2/23/13
3/14/13 702 ORDER OF COURT DATED 3/14/13 IN RE PETITION FOR LEAVE OF COURT TO
WITHDR.AW APPEAR.ANCE OF COUNSEL IT APPEARING THAT NO RESPONSE WAS
FILED TO THE RULE ISSUED ON 12/20/12 AND WITHOUT OBJECTION OF THE
PARTIES PRESENT AT AN ARGUMENT ON ANOTHER MATTER ON 3/14/13
INCLUDING ROBERT M MUMMA -II THE PETITION IS HEREBY GRANTED AND
JEFFREY G BROOKS ESQ IS EXCUSED FROM FUTHER RESPONSIBILITIES IN
CAJS CASE -BY THE COURT J W�SLEY OLER JR SJ COPIES MAILED 3/15/13
3/15/13 703 RESPONSE OF LISA M MORGAN AS EXECUTRIX AND TRUSTEE OF THE ESTATE
OF ROBERT M MUMMA TO PETITION TO COMPEL COMPLIANCE WITH COURTS
ORDER DATED JULY 30 2012 AND FOR SANCTIONS AND ALTERNATIVELY TO
VACATE SAID ORDER
WSZ
4/02/13 704 ORDER OF COURT DATED 03/31/2013 IN RE APPLICATION FOR EXTENSION OF
TIME TO FILE AUDITORS REPORT AND APPLICATION FOR LEAVE TO REQUIRE
SECURITY FOR EXPENSES AND FEES FOLLOWING AN ARGUMENT ON 03/14/2013
THE APPLICATION IS GRANTED SECURITY IN THE SUM OF $49, 178 . 50 IS
AUTHORIZED THE AUDITORS COMMISSION IS EXTENDED FOR A PERIOD OF 90
DAYS AND THE AUDITORS INTERIM AND FINAL REPORTS SHALL BE FILED
WITHIN THAT TIME PERIOD BY THE COURT J WESLEY OLER JR SENIOR JUDGE
COPIES MAILED 04/03/2013
WSZ
4/05/13 705 ORDER OF COURT DATED 4/5/2013 IN RE PETITION TO COMPEL COMPLIANCE
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WITH COURTS ORDER DATED JULY 30 2012 AND FOR SANCTIONS AND
ALTERNATIVELY TO VACATE SAID ORDER WITH THE RESPONSE OF LISA M
MORGAN AS EXECUTRIX AND TRUSTEE OF THE ESTATE OF ROBERT M MUMMA
FILED IN RESPONSE TO RULE TO SHOW CAUSE ISSUED ON 2/22/2013 IT IS
HEREBY ORDERD AND DIRECTED THAT 1) THE PETITION SHALL BE DECIDED
UNDER PA RCP 206 . 7 2)DEPOSITIONS SHALLBE COMPLETED WITHIN 35 DAYS
OF THE DATE OF THIS ORDER 3)ARGUMENT SHALL BE HELD ON FRIDAY
5/31/2013 AT 1 :30 PM IN COURTROOM NO 6 CONT
4/05/13 706 CONT FROM ABOVE
4) BRIEFS SHALL BE SUBMITTED AT LEAST 7 DAYS PRIOR TO ARGUMENT BY
DMB COURT J WELSEY OLER JR SENIOR JUDGE COPIES MAILED 4/5/2013
4/25/13 707 PETITION OF ROBERT M MUMMA II BARBAR.A MANN MUMMAN AND LINDA MUMMA
ROTH FOR ORDER ENJOINING LISA M MORGAN TRUSTEE FROM CERTAIN
HMWIONS AS SHAREHOLDER OF HIGH SPEC INC
4/26/13 708 AUDITOR' S INTERIM REPORT APRIL 24 2013 AND REQUEST FOR ORDER
DMB
4/26/13 709 ORDER OF COURT DATED 4/26/2013 IN RE PETITION OF ROBERT M MUMMA II
BARBARA MAN MUMMA p,ND LINDA MUMMA ROTH FOR ORDER ENJOINING LISA M
MORGAN TRUSTEE FROM CERTAIN ACTIONS AS SHAREHOLDER OF HIGH SPEC
INC IT IS ORDERED AND DIRECTED AS FOLLOWS 1 . PETITIONERS REQUEST
FOR A DIRECTION THAT LISA M MORGAN AS CO EXECUTRIX AND TRUSTEE
. IMMEDIATELY REQUEST ON BEHALF OF HIGH SPEC OR ITS SHAREHOLDERS
TO PURSUE TAHT LITIGATION OR OTHERWISE PENDING FURTHER HEARING
BEFORE THIS COURT IS DENIED AN NOTHIN IN THIS ORDER IS INTENDED TO
DICTATE THE COURSE OF THE FLORIDA LITIGATION 2 . A RULE IS ISSURED
: UPON ALL INTERESTED PARTIES TO SHOW CAUSE WHY THE RELIEF CONT
4/26/13 710 CONT FORM ABOVE
REQUESTED SHOULD NOT BE GRANTED 3 . ANSWERS TO THE RULE SHALL BE
FILED WITHIN 21 DAYS OF THE DATE OF THIS ORDER 4 . THE PETITION
SHALL BE DECIDED UNDER PA RCP 206 . 7 5.DEPOSITIONS SHALL BE
COMPLETED WITHIN 49 DAYS OF THE DATE OF THIS ORDER 6. ARGUMENT
SHALL BE HELD ON THURSDAY 7/25/2013 AT 1 :30 PM IN COURTHROOM NO 5
7. BRIEFS SHALL BE SUBMITTED AT LEAST SEVEN DAYS PRIOR TO ARGUMENT
BY THE COURT J WESLEY OLER JR SENIOR JUDGE COPIES MAILED 4/26/2013
DMB
4/26/13 711 JOINDER OF PETITION OF ROBERT M MUMMA II BARBARA MANN MUMMAN AND
LINDA MUMMA ROTH FOR ORDER ENJOINING LISA M MORGAN TRUSTEE FROM
DMBTAIN ACTIONS AS SHAREHOLDER OF HIGH SPEC INC
5/09/13 712 PETITION TO EXTEND DISCOVERY DEADLINE
DMB
5/10/13 713 ORDER DATED 5/6/2013 IN RE AUDITORS INTERIM REPORT 4/24/2013 AND
REQUEST FOR ORDER UPON RECOMMENTATION OF THE AUDITOR IT IS
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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 GR.ANTED
DMBTHE COURT J WESLEY OLER JR SENIOR JUDGE COPIES MAILED 5/10/2013
5/10/13 714 ORDER DATED 5/6/2013 UPON RECOMMENDATION OF THE AUDITOR IN THIS
CASE IT IS HEREBY ORDERED TAHT THE REQUEST OF LISA M MORGAN THAT
SHE BE AUTHORIZED TO PROCEED WITH A PLAN OF LIQUIDATION IS HEREBY
GR.ANTED 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 REMAINING ASSETS AMONG AND
BETWEEN THE NAMED BENEFICIARIES : ROBERT M MUMMA II CONT
5/10/13 715 CONT FROM ABOVE
BARBAR.A M MUMMA LINDA MUMMA AND LISA M MORGAN IN EQUAL SHARES
WITHOUT FURTHER ORDER OF COURT BY THE COURT J WESLEY OLER JR
DMBIOR JUDGE COPIES MAILED 5/10/2013
5/16/13 716 OBJECTIONS OF BARBARA M MUMMA TO AUDITORS INTERIM REPORT FILED
DMB6/2013
5/16/13 717 MOTION BY BARBAR.A M MUMMA TO VACATE OR IN THE ALTERI�ATIVE TO
DMBONSIDER ORDERS DATED 5/6/2013 AND ENTERED 5/10/2013
5/16/13 718 OBJECTIONS OF ROBERT M MUMMA II TO AUDITORS INTERIM REPORT OF
CAJ4/13
5/17/13 719 ANSWER OF LISA MORGAN TO PETITION OF ROBERT M MUMMA II TO EXTEND
DISCOVERY DEADLINE
DMB
5/17/13 720 ANSWER WITH NEW MATTER TO PETITION OF ROBERT M MUMMA II BARBAR.A
DM BN MUMMA AND LINDA MUMMA ROTH RE HIGH-SPEC
5/22/13 721 ORDER OF COURT DATED 5/22/2013 IN RE PETITION TO EXTEND DISCOVERY
DEADLINE FILED BY ROBERT M MUMMA II UPON CONSIDER.ATION OF THE
PETITION SEEKING AN EXTENSION OF THE PERIOD FOR COMPLETION OF
DEPOSITIONS IMPOSED BY THE RULE TO SHOW CAUSE ISSUED ON 4/5/2013
IT APPEARING THAT PETITIONER HAS CONDUCTED NO DEPOSITION AND THE
RESOLUTION OF THIS 1986 ESTATE HAVING ALREADY BEEN DELAYED BEYOND
ALL REASON THE PETITION IS DENIED BY THE COURT J WESLEY OLER JR
SENIOR JUDGE COPIES MAILED 5/22/2013
DMB
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5/31/13 722 PR.AECIPE FOR ENTRY OF APPEARANCE OF ROBERT B EYRE
DMB
6/04/13 723 NOTICE OF APPEAL
EXHIBIT A CERTIFIED COPY OF DOCKET ENTRIES
EXHIBIT B ORDER
CAJIBIT C APPLICATION FOR ORDER TO LODGE TRANSCRIPT OF RECORD
6/04/13 724 PETITION TO SUPPLEMENT RECORD AND/OR FOR RECONSIDER.ATION OF THE
PETITION TO EXTEND DISCOVERY DEADLINE
DMB
6/06/13 725 NOTICE OF APPEAL SENT UPS TO SUPERIOR COURT ON 6/6/13
CAJ
6/07/13 726 ORDER OF COURT DATED 6/5/2013 IN RE PETITION TO COMPEL COMPLIANCE
WITH COURTS ORDER DATED 7/30/2012 AND FOR SANCTIONS AND
ALTERNATIVELY TO VACATE SAID ORDER FOLLOWING AN ARGUMENT HELD ON
5/31/2013 THE MOTION IS DENIED BY THE COURT EDWARD E GUIDO JUDGE
FOR J WESLEY OLER JR SENIOR JUDGE COPIES MAILED 6/7/2013
DMB
6/07/13 727 ORDER OF COURT DATED 6/6/2013 RICHARD F RINALDO ESWUIRE COUNSEL
FOR BARBARA M MUMMA SHALL FILE OF RECORD ANS SERVE ON THIS JUDGE
WITHIN 21 DAYS OF THIS DATE A CONCISE STATEMENT OF ERROR
COMPLAINED OF ON APPEAL ANY ISSUE NOT PROPERLY INCLUDED IN THE
CONCISE STATEMENT TIMELY FILED AND SERVED PURSUANT TO RULE 1925B
SHALL BE DEEMED WAIVED BY THE COURT EDWARD E GUIDO JUDGE FOR J
DMBESLEY OLER JR SENIOR JUDGE COPIES MAILED 6/7/2013
J �
IN THE COURT OF COMMON PLEAS OF CUMBERLAND
COUNTY, PENNSYLVANIA
In re: ESTATE OF ROBERT M. :
MUMMA, Deceased. : ORPHANS' COURT DIVISION
.
,
• No. 21-86-398
.
CERTIFICATE AND PROOF OF SERVICE
I hereby certify that a true and correct copy of the foregoing Notice of
Appeal is being served pursuant to Pa. R.A.P. 906(a) by first-class United
States mail, postage prepaid, this lOth day of June 2013, to the following:
Hon. J. Wesley Oler, Jr.,
Senior Judge c� �; � �
Court of Common Pleas of Cumberland Count c � �— �; ;
� �
One Courthouse Square � � � � �`� �
Carlisle, PA 17013 ; � � o � �
� . � � �
o � � � � ��
c3 � -:� � � ��
� � �'- c�
Melissa H. Calvanelli, � � �`" ; �''
District Court Administrator � cza `� �
Court of Common Pleas of Cumberland County
One Courthouse Square
Carlisle, PA 17013
Amy R. Fritz, Court Reporter
Central Pennsylvania Court Reporting Services
P.O. Box 508
Carlisle, PA 17013
Joseph D. Buckley, Esquire
1237 Holly Pike
Carlisle, PA 17013
� - .
(Certificate of service continued)
Ivo 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
Wilbraham Lawler & Buba
31 St Floor
1818 Market Street
Philadelphia, PA 19103
Richard F. R.inaldo
Williams Coulson, LLC
16th Floor, One Gateway Center
Pittsburgh, PA 15222
Ms. Linda M. Mumma,
P.O. Box 30436
Bethesda, MD 20824
Rob . Eyre
ounsel for Robert M. Mumma, II