HomeMy WebLinkAbout06-10-13 (4) 11460706102013 Cumberland County - Orphans Court Pa e 43
ORC621 �/10/2013
Case No 1986-00398
CUMBERLAND COUNTY COURTHOUSE CARLISLE PA THE PARTY FILING THE
OBJECTIONS SHALL WITHIN TEN (10) DAYS OF THIS NOTICE PROVIDE THE
AUDITOR AND COUNSEL FOR THE ESTATE THE SPECIFIC ISSUES TO BE
RESOLVED AT THE HEARING BY JOSEPH BUCKLEY ESQUIRE WSZ
5/05/09 433 NOTICE OF CONTINUATION OF AUDITORS HEARING
CAJ
5/11/09 434 RETURNED MAILING TO LINDA M ROTH MARKED RETURN TO SENDER NOT
DELIVER.ABLE AS ADDRESSED UNABLE TO FORWARD REMAILED TO LINDA M
ROTH ON 05/11/09 TO PO BOX 480 MECHANICSBURG PA 17055 MAILING WAS
2 ORDERS FROM 04/20/09
JAN
5/13/09 435 MOTION TO QUASH DEMAND UPON DEAN SCHWARTZ TO PRODUCE DOCUMENTS
JAN
5/14/09 436 ORDER OF COURT DATED 05/14/09 IN RE MOTION TO QUASH DEMAND UPON
DEAN SCHWARTZ TO PRODUCE DOCUMENTS THIS MATTER IS REFERRED TO THE
AUDITOR FOR A BRIEF INTERIM REPORT AND RECOMMENDED ORDER
BY THE COURT J WESLEY OLER JR JUDGE
JO�PIES 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
COURT J WESLEY OLER JR JUDGE COPIES MAILED 05/21/09
WSZ
5/26/09 439 RETURN MAILING RETURN TO SENDER NOT DELIVERABLE AS ADDRESSED
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 BARBARA M MUMMA FOR LEAVE TO CALL EXPERT WITNESSES TO
TESTIFY AT AUDITORS HEARING
CAJ
7/23/09 442 ORDER OF COURT DATED 07/22/09 IN RE MOTION OF BARBAR.A M MUMMA FOR
LEAVE TO CALL EXPERT WITNESSES TO TESTIFY AT AUDITOR' S HEARING
UPON CONSIDERATION OF THE MOTION OF BARBARA 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
11460706102013 Cumberland County - Orphans Court Page 44
ORC621 b/10/2013
Case No 1986-00398
FROM THE DATE OF THIS ORDER THIS MATTER IS REFERRED TO THE AUDITOR
FOR A BRIEF INTERIM REPORT AND RECOMMENEDED ORDER BY THE COURT J
WESLEY OLER JR JUDGE
COPIES MAILED VIA USPS ON 07/23/09 AJW
7/23/09 443 MOTION TO PREVENT PUBLIC SALE OF REAL ESTATE BY TAX CLAIM BUREAU
OF NONPAYMENT OF DELINQUENT TAXES BY THE EXECUTRICES TRUSTEES
AJW
7/24/09 444 ORDER DATED 07/24/09 IN RE MOTION TO PREVENT PUBLIC SALE OF REAL
ESTATE BY TAX CLAIM BUREAU DUE TO NONPAYMENT OF DELINQUENT TAXES
BY THE EXECUTRICES TRUSTEES A RULE IS ISSUED UPON THE EXECUTRICES
TRUSTEES TO SHOW CAUSE IF ANY THEY SHOULD HAVE WHY THE RELIEF
REQUESTED IN THE FOREGOING MOTION SHOULD NOT BE GRANTED BY THE
WOZRT J WESLEY OLER JUDGE COPIES MAILED 07/24/09
7/27/09 445 PETITION FOR LEAVE TO WITHDR.AW APPEARANCE OF COUNSEL
JAN
7/28/09 446 RULE TO SHOW CAUSE DATED 07/28/09 IN RE PETITION FOR LEAVE TO
WITHDR.AW APPEARANCE OF COUNSEL IT IS HEREBY ORDERED THAT 1 A RULE
IS ISSUED UPON ALL PARTIES TO SHOW CAUSE WHY THE PETITION SHOULD
NOT BE GRANTED AND 2 ALL PARTIES SHALL FILE AN ANSWER TO THE
PETITION WITHIN 10 DAYS OF SERVICE BY THE COURT J WESLEY OLER JR
JUDGE
COPIES MAILED 07/29/09
JAN
7/31/09 447 EXECUTRICES RESPONSE TO PETITION FOR LEAVE TO WITHDR.AW APPEARANCE
OF COUNSEL
CAJ
7/31/09 448 ORDER OF COURT DATED 07/31/09 IN RE PETITION FOR LEAVE TO WITHDRAW
APPEAR.ANCE 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 BARBARA M MUMMA FOR LEAVE TO
CALL EXPERT WITNESSES TO TESTIFY AT AUDITORS HEARING
JAN
8/05/09 450 ANSWER TO MOTION OF BARBARA M MUMMA FOR LEAVE TO CALL EXPERT
WITNESSES TO TESTIFY AT AUDITORS HEARING
CAJ
8/07/09 451 ANSWERS OF BARBARA MCK MUMMA AND LISA M MORGAN TO MOTION TO
11460706102013 Cumberland County - Orphans Court Pa��10/2013
ORC621
Case No 1986-00398
PREVENT PUBLIC SALE OF REAL ESTATE BY TAX CLAIM BUREAU DUE TO
NONPAYMENT OF DELINQUENT TAXES BY THE EXECUTRICES/TRUSTEES
JAN
8/14/09 452 NOTICE OF CONTINUATION OF AUDITORS HEARING 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
COPIES MAILED VIA USPS ON 8/17/09
CAJ
8/20/09 454 CERTIFICATE PREREQUISITE TO SERVICE OF A SUBPOENA PURSUANT TO RULE
4009 . 22
WSZ
8/27/09 455 UNCLAIMED MAIL MAILED TO LINDA M MUMMA RETURN TO SENDER NOT
DELIVER.ABLE AS ADDRESSED UNABLE TO FORWARD
JAN
9/Ol/09 456 ORDER OF COURT DATED 08/31/09 IN RE AFTER HEARING THE RESPONDENTS
ARE ORDERED AND DIRECTED TO TAKE IMMEDIATE STEPS TO MAKE SURE THAT
THE TAXES ARE PAID PRIOR TO THE UPCOMING TAX SALE SCHEDULED FOR
09/24/09
BY THE COURT EDWARD E GUIDO JUDGE
COPIES MAILED 09/Ol/09
JAN
9/09/09 457 AUDITOR' S INTERIM REPORT SEPTEMBER 8 2009 AND REQUEST FOR ORDER
WSZ
9/09/09 458 �NDRE ESTA�TE�OF2ROBERTHMSMUMMA NOI154�6AMDAD2005IORDER�10/�8/05EE
PER CURIUM
JAN
9/09/09 459 JE.�RTIFICATE OF REMITTAL/REMAND OF RECORD
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
IIIIIA����I��w I
11460706102013 Cumberland County - Orphans Court Pa e 46
ORC621 �/1Of2013
Ca�e No 198�-00398
HEARING IS HEREB� GR'ANTED IT IS FURTHER ORDERED THA.T BARBp►RA M
NEUMMA SHALL BE LIMITED TO TWC� EXPERTS ONE ACCUUNTANT AND 4N
ATTORNEY SHE SHALL SERVE HER EXPERT REPORTS UPON OPPOSING COUNSEL
WITHIN 2t� DA.YS OF THIS ORDER .AI�TD SHOULD SHE FAIL TO COMPLY WITH
THESE LIMITATIONS THE COURT �HALL AMEND THIS ORDER TO A DENIAL OF
THE SAID MOTIC}N BY THE COURT J WESL�E� OLER JR JLTL}GE
COPIES MAILED 09/11/09 JAN
9f11fQ9 451 MOTION TO COMPEL COMPLI.ANCE WITH THE AUDITORS RULIN� REGARDING THE
NOTICE TQ PRODUCE ISSUED TO THE EXEeUTRI� TRUSTEE LISA MLTMMA
MORGAN
CAJ
�/1�./a� 4 62 MOTTON TC3 PR.EVENT PUBLI C SALE OF REAL ESTATE BY TAX CLAIM BUR.E�.0
DUE TO 1V{�NPAYMENT OF TAXES BY EXECUTRICESfTRUSTEES
CAJ
9/15f09 463 TRANSCRIPT QF PROCEEI7INGS IN RE MOTION TC7 PREVENT PUBLIC SALE OF
REAL ESTATE BY TAX CL,AIM BUREAU DUE TC} N{JNPAYMENT OF DELINQUENT
TAXES BY THE EXECUTRICESjTRUSTEES HELD BEFQRE THE HONORABLE EDWARD
E GUIDQ JUDGE CUMBERL�AND CQUNTY C�URTHOUSE CAR.LI�LE PA 4N MONDAY
WS�31/09 IN COURTR04M 3
9j1�J�9 4�4 {,�RDER DATED 09/l�/Q9IN RE MQTION TC� PREVENT PUBLIC �ALE �F REAL
ESTATE BY TAX CLAIM BUREAU DUE TO NONPAYMENT OF T.AXES BY
E�ECUTRICES f TR.USTEES TQ SHQInT CALTSE IF AN� THEY SHOUI,D HAVE WHY THE
RELIEF REQUESTED IN THE FOREGOING MOTION SH4ULD NOT BE GR.A.NTED
RULE RETURNABLE 09/18f49 AT 1 . 00 PM IN CUURTROOM 3 OF THE
CUMBERLAND COUNTY COURTHOUSE CARLI�LE PA BY' THE GOURT EDWA.RD E
GUIDO JUDGE COPIES MAILED 09/16/09
WSZ
9/15/09 465 t�RDER OF COURT DATED 9�161a9 IN RE MOTION TO COMPEL COMPLIANCE
WITH AUDITORS RULING R GAR.DING NOTICE TQ PRQDUCE ISSUED TQ THE
EXECUTRIX-TRUSTEE LIS�, MUMMA MORGAN IT IS HEREBY ISSUED UPON ALL
INTERESTED PARTIES TO SHOW CAUSE WHY THE RELIEF REQUESTED SHOULD
NQT BE GRANTED RULE RETURNABLE WITHIN 14 DAYS OF SERVICE THIS
MATTER I� REFERRED TO THE AUDITOR FOR A BRIEF INTERIM REPORT AND
RECUMMENDED ORDER -BY THE COURT J WESLEY OLER JR J CQPIES MAILED
CA�A USPS ON 9/l7/49
9 J 1?j 0 9 �6 5 MOTION FC}R TESTIMCJNY BY TELEPHONE t�F WITNESS LI SA M MORG�il�1`
CAJ
9/1?f 0 9 4�7 RE 5 PC}N'S E OF BARBARA MCI�:MtFMMA AND L I SA M MORGAN TtJ MCJT I{�N TO
PREVENT SALE OF REAL ESTATE BY TAX CLAIM BUREAU DUE TO NONPAYMENT
Q�F�TAXES BY E�ECUTRICES/TRUSTEES
9/17/0� 468 .ANSWER BY ROBERT M MUMMA. II TO BARBARA M MUMMA.S MOTION TO PREVENT
PUBLIC SALE QF REAL ESTATE BY TAX CLAIM BUREAU DUE TO NONPAYMENT
,
11460706102013 Cumberland Coun�Gy - Orphans Court P���10/2013
ORC�2l :
Case No 1986-C}Q398
OF TAXES BY EXECUTRICES/TRUSTEES
CAJ
9/18/09 469 ORDER DATED 09/17/09 IN RE MOTION FOR TESTIMONY BY TELEPHONE OF
WITNE�S I.,ISA M MC7RG��.N THE CQURT APPROVES THIS REQLTEST .F�.ND LISA M
MORGAN MAY TESTIFY VIA TELEPHONE DURING THE 09j18j2009 HEARING BY
THE C4URT EDWAR.D E GUIL?Q �TUDGE CQPIES MAILED Q 9 f 18/4 9
WSZ
9f21/09 470 ED ARDpE GUIDC}M�1FT R�A HEARINGE��RDER$�N��EAT�TABHEDHAREQTHEABLE
RECEIPTS FOR THE PAYMENT OF THE TAXES WHICH WERE PAID BY BARBARA
MCK MZTMNZA. INDIVIDUALLY FOR TWQ PROPERTIES Q�iiNED BY BOBALI
CORPOR.ATION LOCATED IN DAUPHIN COUNTY WH=CH PAYMENT TAKES THE
PRC7PERTIES QFF OF THE DAUPHIN C4UNTY TAX SALE SCHEDULED FOR
9j21J09
CAJ
9 f 2 2/Q 9 4"11 ORDER OF COLTRT DATED Q 9/1$J 0 9 I T HAV ING BEEN RELATED TO THE COLTRT
THA.T THE SUFFICIENT SUMS HAVE BEEN ADVANCED TtJ B4BALI CORPORATION
FR4M BAR.BARA MCK MUMMMA IN HER INDIVIDUAL CAPACITY AS A
SHAREHOLDER TCl REMOVE THE PROPERTY FR(,�M THE TA.X SALE SCHEDULED FQR
09/21/09 THIS MATTER IS MOQT PRQVIDEI7 HOWEVER THA.T THE RESPONDENT
IS DIRECTED TC} FILE Tr�ITH THE COURT �1 RECEIPT SHOTi�ING THAT THE
TAXES HA.VE BEEN PAID AND TO PROVIDE COPIES TO PETITIONER BY THE
COURT EDWARD E GUIDa JLTDGE COPIES NIAILED 49/22/09
WSZ
9/22/09 472 PRAECIPE IN RE TAX SALE SCHEDULED
WSZ
9/29f09 473 NOTICE OF SERVICE OF EXPERT REP4RT�
CAJ
9/3d/a9 474 RE�PONSE OF BARB�IRA MCK MUMMA AND LISA M MORGAN TO MOTION TO
COMPEL COMPLIANCE WITH AUDITQR' S RULING REGARDIN� NOTICE TO
PRC}DUCE
MW
10 f 09��9 4?5 MOTION F(JR REMOTE TESTIMONY C�F WITHNESS JAMES L S B(7WDZSH
CAJ
10/09f09 476 PETITION OF BARBARA MCKMUMMA .AND LISA MUMMA MORG,AN TO TAKE
TE�TIMONY OUTSIDE THE COMMONWEAZTH
CAJ
1Q/14f(J9 477 QRDER OF COURT DATED 10/13fQ9 IN RE PETITIQN C?F BARBARA MCK MUMMA
AND LISA MUMMA MQRGAN TO TAKE TESTIMUNY OUTSIDE THE COMMUTTWEALTH
THIS MATTER IS REFERRED TO THE AUDITOR FOR A BRIEF INTERIM REPORT
AND RECOMMENDEI} ORDER
BY THE COURT J WESLEY OLER JR JUDGE
COPIE� NIAILED �.aJl�/os
.�_
11460706102013 Cumberland Count� - Orphans Cour� Pa e 48
ORC621 �/lOj�013
Case No 1986-�0398
JAN
l�jl5/09 4?8 OR�ER �F COURT DATED 1Oj14�09 IN RE M�TION FOR REMOTE TESTIMON� OF
WITNESS J.AMES L S BOWDISH SQUIRE UPON CON�IDERATION OF THE ABOVE
PETITION THIS MATTER IS REFERRED T4 THE AUDITaR FOR A BRIEF
INTERIM REPQRT AND RECOMMENDED ORDER BY THE C4URT J WESLEY �LER JR
JUDGE
COPIES MA.ILED 10/19/09
JAN
z o/Z�/o� 4?9 TR��.NSCRI PT C7F PRC}CEEDINGS IN RE MQTI C}N TO PREVENT PUBLI C �ALE OF
REAL ESTATE BY TAX CLAIM BUREAU DUE TO NONPAYMENT OF DELINQUENT
TAXES BY THE EXECUTRICES TRUSTEES PROCEEDINGS HELD BEFORE EDWARD E
GUIDO JUDGE ON FRIDAY 09/18/09 =N COURTR40M 3
WSZ
1 t?f 2 t}/0 9 4 8 0 APPLI CATI ON FQR LEAVE TO REQUI RE SECURI TY F{3R PA�.'MENT t�F THE
AUDITORS EXPENSES AND FEE�
J��N
lt�/24/09 481 AUDITaR' � INTERIM REP4RT 10f19/a9 AND REQUEST FOR aRDER
JAN
lt}/2�/49 482 PAUDZTt�R' � INTERIM REPORT l�/19/09 ��ND REQUEST FOR ORDER
JAN
10�2?fQ9 483 ORDER DATED 1Q/23�09 IN RE AUDITORS INTERIM REPORT 10/19/C?9 .AND
REQUEST FOR OR.L}ER UPON RECOMMENI}ATIUN OF THE .AUDITC7R IN THIS CASE
IT IS HEREBY ORDERED THAT THE PETITION OF BARBARA K MCKMUMMA AND
LI�A MtTMMA MOR.GAN TO TAKE TESTIMQN� C�UTSIDE OF �{�MMC}NWEALTH P►ND
THEIR MOTION FOR REMOTE TESTIMONY OF WITNESS J`AMES L S BOWDISH IS
HER.EBY GRANTED -BY THE COURT J WESZEY OLEER JR J
COPIE� MA.ILED VIA USPS ON 10/2$/09
: CAJ
1C}/2?J09 484 ORDER DATED 10/23/09 IN RE AUDITOR� INTERIN REPORT 10/19�09 AND
: REQUEST FOR ORDER UPON RECOMMENDATION OF THE AUDITOR IN HI� CASE
IT IS HEREBY QRDERED T�[AT THE M�TION TO CQMPEL, COMPLIANCE WITH THE
AUDITORS RULING NOTICE TO PRODUCE ISSUED TO THE EXECUT4RSjTRUSTEE�
IS HEREBY DENIED -BY THE COURT J WESLEY OLER JR J
COPIES MA.ILED VIA U�PS ON lO f 28 f 49
CA�J`
1t�j27f09 485 ORDER DATED 1Q/27/09 UPON AGREEMENT OF THE PARTIES IT IS C�RDERED
THA.T AUDITOR JOSEPH D BUC�.LEY SHALL BE PAID AN ITERIM AMT OF
$4'7398 . 6Q PAID BY THE ESTATE ANDjQR THE TRUSTS CRE�.TED UNDER WILL
50°s FROM MARITAL TRLTST AND 5�% FROM RESIDUARY TRUST THE PAYMENTS
SHA.LL BE MADE TO JOSEPH BUCKLEY AND SHALL BE FORWARDED TO HIM
WITHIN 3 DAYS UF THIS 4RDER PAYMENT SHALL IN NO WAY REFLECT
RE�PONSIBLITY FOR THE LTLTIMATE DETEREMINATION AS TO WHAT PERSONS
OR ENTITY SHALL BE�R THE FEES ��.ND CQSTS AS�OCIATED WITH THE AUDIT
THIS SHALL BE MADE AT THE CLOSE OF THIS MATTER-BY THE COURT J
WE�LEY �LER JR J CQPIES N1.A.ILED VIA LTSPS QN 1Q j28 f 09 CAJ
�i�� �.
11460706102013 Cumberland Ccaunty - Orphans Cour�. Pa e 49
ORC�21 �j10/2013
Ca�e No 198�-04398
1(J f 28/09 486 MOTION IN LIMINE
CAJ
1Q/30/09 487 PRAECIPE FILED BY GEORGE FALLER JR TO MAKE PART 4F THE RECORD THE
ATTACHED ORIGINAL DEPOSITIQN T�SCRIPTS AND EXHIBITS OF ROBERT M
MUMMA II DATED 05/19j04 RQBERT M MUMMA. II DATED t�3j19�t39 AND
BARBARA N[ANN MUMMA I7ATED �4 f 15�0 9
WSZ
11/02/09 488 ORDER OF COURT DATED 11/02/09 IN RE MOTION IN LIMINE A RULE IS
HEREBY ISSUED UPCJN ALL INTERESTED PAR.TIES TO �HOW CALTSE V�THY THE
RELIEF REQUESTED SHOULD NOT BE GRANTED RULE RETURNABLE lt} DAYS (7F
SERVICE THIS MATTER IS REFERRED T4 THE AUDITOR FOR A BRIEF INTERIM
: REPORT AND RECOMMENDED ORDER BY THE CtJURT J WESLEY tJLER JUDGE
COPIES MAILED 11/04/09
V�IS Z
11/05/09 489 IOT��HEDULEDNFC}RU12f�14f49 THRUT�12f18j49=IN THET2NDAFLOORaCOLTRTIRM
OLD CQURTHC)USE BY JOSEPH D BUCKLEY AUDITOR
CAJ
z z/l�/o� 4 9 0 RESPONSE OF BARBAR.A MCK ML;�MN1A ��I�TD I,I SA M MC�RG��N TO ROBERT M NEtTMMA
II MOTION IN LIMINE
J��T
11 j 13 j 0 9 4 91 BARBARA MCK MUMMA AND LI S.A. M MORGANS MOTION TC� DI SMI SS OB�,7ECTIONS
JAN
11/19/�9 492 PRAECIPE
11/3 i3/(J 9 4 93 PRELIMINARY' OBJECTIC,�NS OF OBJE�TC}R Rt�BERT M MLTMMA I I FILEI� IN
RESPONSE TO THE EXECUTRICES MOTION TO DISMISS OBJECTIONS
: WSZ
11/3 0/0 9 4 94 RESPONSE OF BARBARA M MUMMA IN (JPP(JSTITIC7N TO THE M4TION TO
DISMISS t�BJECTIONS FILED QN BEHALF OF BARBARA MCK MUMMA AND LISA M
MORGAN
JAN
12/{�1 j t�9 4 95 REQUEST FOR QRI�ER SCHEDLTLING BRIEFING AND AR�LTMENT
JAN
12/44/{7 9 4 9 fi AL7DITCJR' � INTERIM REPORT DEGEMBER 3 , 2 0 4 3 AND REQUEST FOR ORDER
MW
12/0?j09 497 ORDER OF COURT DATED 12/07/09 IN RE 1 A MOTION TO DISMISS
QB�TECTI�NS FILED B� BARBARA. MCK MLTMNiA AND Z►ISA M M�RG��.N C}N
�
�������.��
11460706102013 Cumberland Caun�y - Orphans Court Page 50
ORC621 bJ10/2013
Ca�e No 1986-04398
' 11f13�Q9 2 PRELIMINARY OBJECTIONS (�F RflBERT M MUMMA II T4 THE
MOTIO TU I}ISMISS OBJE�TIONS 3 A RESPONSE CJF BARB,ARA M MUMMA IN
OPPOSITION TO THE MOTION TO DISMISS OBJECTIONS AND 4 A REQUE�T FOR
' AN ORDER SCHEDULING BRIEFING AND ARGLTMENT FILED BY ROBERT M MLTM1�iA
II THE SUBST.ANTIVE ISSUES RAISED THERIN ARE REFERRED TO THE
AUDITQR FOR. HIS CCJNSIDERATION pSJD RECOMMENDATIC}NS IN THIS �OURSE
OF HI� DUTIES IN THIS CASE BY THE COURT J WESLEY OLER JR JUDGE
COPIE� NiAILED 12 f 08 jQ9 JAN
12�1aj09 498 4RDER DATEI3 12/09j09 IN RE AUDITOR� INTERIM REPORT 12f43f09 AND
REQUEST FOR ORDER IT IS HEREBY ORDERED THA.T THE MOTION IN LIMINE
F I LEI} BY RC>BERT M MLTMNIA I I I� HEREBY DENI ED
BY THE COURT J WESLEY OLER JR JUDGE
J�IE� N�AILED 12 jll j09
12/11/09 499 DESIGNATIONS 4F BARBARA MCK MUMMA .A.I�TD LISA M MORG.AN OF TESTIMONY
TO BE READ AT HEARING
CAJ
12/14/09 5QQ MOTION FQR VACATION OF APPOINTMENT OF ATTORNEY BUCKLEY AS AUDITOR
WSZ
12/22/09 501 ORDER OF COURT DATED 12f21/09 IN RE MOTION FOR VACATION OF
APPOINTMENT OF ATTOF`.NEY BUCI�ZEY AS �1UDIT{�R A RULE IS HEREBY ISSUED
UPON ALL INTERESTED PARTIES TO SHOW CAUSE WHY THE RELIEF REQUE�TED
SH�TJLL} NOT BE GR��.NTED RULE RETUF!NABLE AT � HEARING SCHEDULED FQR
MONDAY 03 15j10 AT 9 :30AM IN COURTROOM NO 1
' B�.' THE C�'? RT J V+IESLEY C7LER JR JUDGE
JO�PIE� MAILED 12j23f09
12 f 23 f 09 502 NOTICE UF C{�NTII�TUATION C�F AUDIT{�RS HEARING
JAN
lf2?f10 503 CERTIFICATE PREREQUISITE TO SERVICE OF A SUBPOENA
CAJ
3/09/lp 504 EXECUTRIXES RESPONSE TO MOTION FOR VA.CATION OF APPOINTMENT aF
ATTORNE� BUCKLEY �1S AUDIT4R
WSZ
3/10/10 505 gFpTHE�C7RP��S nCOUR�T HEAR�NGaSCHEDULEDTF{3R O�RfIB/lUFTHENMOTI4N�IS
GRANTED AND THE HEARING PREV=OUSLY SCHEDULED FOR 03/15/10 IS
RE�CHEDUZED Tt� THURSDAY 44 f 08 f l4 AT 11AM IN C{�URTR4QM NO 1
BY THE COURT J WESLEY OLER JR JUDGE
CQPIES MA.ILED Q3 f 10 f 10
JAN
3 f 0 5/10 5 0 6 ��HEDULEDRFOR2 3/15 f N�TINUANCE OF THE ORPH.ANS COURT HEAFt2NG
II��
114�07061�2013 Cumberland County - Orphans Court Page 51
ORC�21 b/10/2013
Ca�e No 198�-00398
CAJ
3j31/l� 507 AUDIT�R' S ITERIM REPORT 3f30j10 AND REQUEST F�R �RDER
CAJ
3/31/10 508 TR��NS�RIPT DATED 12j15J09 AUDITORS HEARING VOL X�II
CAJ
4j06/10 509 ORDER DATED 04/05/10 IN RE AUDITORS INTERIM REPORT �3/30/10 AND
REQUEST FOR ORDER IT I� HEREBY 4RDERED THAT THE MOTIQN T4 DISMISS
OBJECTIONS FILED BY BARBARA MCK MUMMA AND LISA M MORGAN IS HEREBY
DENIED IT IS FURTHER 4RDERED THAT ROBERT M MLTMMA II PRELIMINARY
OBJECTIONS TO MOTION TO DISMISS OBJECTIONS FILED B� BARBARA MCK
MUMMA AND LISA M MflRGAN IS RENDERED MOOT BASED ON THE DENIAL OF
THE UNDERLYZNG MaTI�N
BY THE COURT J WESLEY OLER JR JUDGE
�OPIE� NtAILED o�Jo6J�a
JAN
4/14/10 510 flRDER �F C4URT DATED 04/48f10 IN RE M�TION FOR VACATIQN OF
APPOINTMENT OF AUDIT�R FOLLOWING A HEARING THE RECORD IS DECLARED
CLOSED AND THE MATTER IS TAKEN UNDER ADVISEMENT PURSUANT TO A
REQUEST �}F THE MOVING PARTY HE I S AFF�RD.ABLE A PERIOD C}F 1 Q DAYS
WITHIN WHICH TO SUBMIT A BRIEF TO THE COURT ON THE MOTION
BY THE C4URT J WESLEY C}LER JR JUDGE
COFIE� MAILED 04/14/10
J��N
�/1�/l0 511 TRANSCRIPT DATED �/aJzz IN RE TRAN�CRIPT FaR PROCEEDIN'GS
CA�T
4 f 19J10 5l2 ZTNCLAZMEI� NiAILED RETUF'N TO SENDER NOT DELIVERABLE AS AI�DRESSED
UNABLE TQ FORWARD IN RE ORDER DATED 04j08/10 IN RE MOTION FOR
VAC�.TION OF APPOINTMENT OF AUDITOR
JAN
4/21/10 5l3 ORDER OF COURT DATED 04/21/10 IN RE MOTION FOR VACATION OF
APPOINTMENT C}F AUDITt�R LTPC}N CON�IDERATIC}N OF THE BRIEF IN SUPPC?RT
OF THE OBJECTORS MOTION FOR VACATION OF THE APPOINTMENT OF
ATTQRNEY BUCKLEY AS AUDIT4R FILED BY ROBERT M MUMMA II PRO SE .AND
FOLLOWING A HEARING HELD tJN 04/�8J10 THE MC7TI�N IS DENIED
BY THE C4UR.T J WESLEY OLER JR JUDGE
COPIES MAILED 04f21J10
JAN
4/2 2/10 514 DE�I GNAT I C}N O F BARBARA MC K MZTMNIA ��.ND L I�A A Mt7RGAN �7 F TE�T I MONY TO
BE READ AT HEARING
JAN
5 J a 6/10 515 CAJICE �F Ct�NTINU.ATION C}F AUDITt3RS HEARING
��IIIIIIIIII�".
114607061Q2013 Cumberland Caunt�r - Orphans Court Pa e 52
ORC621 �f l0/2013
Case No 198&-�0398
5/1�/1(3 516 APPL I CAT I ON FOR LEAVE T(J REQLTI RE S ECUR I TY FOR PAYMENT (�F THE
AUDITC?RS EXPEN�ES AND FEES
CAJ
6/21/10 517 APPLIC.ATION FOR AN EXTENSION OF TIME TO FILE AUDITORS REPORT
CAJ
�/2a/lo 5l8 C�RDER DATED 06f20/14 IN RE �PPLICATION FUR LEA.�7E TO REQUIRE
SECURITY FOR PA.YMENT OF THE AUDITORS EXPENSES .AND FEES IT IS
URDERED THAT T�IE AUDITC}R J4SEPH D BUCKLEY ESQUIRE S�[ALZ BE PAID AN
INTERIM AMOUNT TOTALING $46, "725 . 10 TO BE PAID BY THE ESTATE OF
ROBERT M ML:TMMA AND C�R THE TRUSTS CREATED I:TNDER THE WILZ �F RQBERT
M MUMMA 50% FROM THE MARITAL TRUST .AND 50% FRQM THE RE�IDUARY
TRUST THE PAYMENTS SHALL BE N[ADE PAYABLE DIRECTLY TQ JOSEPH D
BUGKLEY .AND SHALL BE F4RW�RDED TO ATT(�RNEY BUCKLE� WITHIN DA�S t�F
THZS ORDER �UCH PAYMENT SHALL IN NO WAY REFLECT RESPON�IBILITY
FOR THE ULTIMATE DETERMINATIUN AS TO WHAT PERSCJN CONTITt�[.TED
6/22/10 519 CONTINUED FROM ABOVE PERSONS aR ENTITY SHALL BEAR THE FEES AND
C4STS AS�QCIA.TED WITH THE AUDIT THAT DETERMINATION SHAL,L BE NIADE
AT THE CLOSE OF THIS MATTER BY THE COURT J WESLEY OLER JR JUDGE
W4ZIE� MAILED Q6/22f10
6/24/10 520 URDER OF COURT DATED 6/22/10 IN RE APPLICATION FOR AN EXTENTION OF
TIME TQ FILE AUDIT4R.S REP4RT AUDITOR JOSEPH D BUC�;LEY SHALL NOW
BE REQUIRED TO FILE HIS AUDITORS REPORT WITHIN 30 DAYS FOLLOWING
RECEIPT QF THE BRIEFS WITH 60 DAYS OF RECEIPT OF THE TR:ANSCRIPTS
FROM THE FINAL 3 DAYS OF HEARINGS WHTCH WERE HELD JUNE 14 15 16
2010 -BY THE CC7URT J WESLEY OLER JR J COPIES MAILED VIA USPS ON
c��4110
7 f 08 f 1U 521 RETLTRNED MAIL C?F t7RDER DATED Q5/2Q f 10 ADDRESSED TO LINDA MUMMA NOT
DELI�TERABLE AS ADDRESSED UNABLE TO FORWARD - DURH[.AM NC ADDRESS
WSZ
'7/0 9/1 C} 5 2 2 RETURNED �?IAI L OF ORDER DATED o�/�o/�Q ADI�RES SED TO L INDA MtTMNZA NOT
DELIVERA.BLE AS ADDRESSED UNABLE TO FORWARD - MECHANICSBURG ADDRESS
WSZ
sJls/la 523 UNUPPt:�SED Mt�TIt�N TO E�TEND TIME FOR FILING POST-HEARING BRIEFS
r�w
8 f 2 0/10 524 t�RDER OF COURT DATED 8/19 J l0 IN RE tTNt7PPOSEL� MC?TION TU E�.TEND TIME
� FOR FILING POST HEARING BRIEFS IN LIGHT �F THE DEATH OiV 7J17j1Q OF
BAR.BARA K MCK MUMNEAA ONE C?F THE TTn1C? EXECUTRIXES QF THE ABOVE
REFERENCED ESTATE ANDT THE MOTHER t�F THE BENEFICIARIES OF THE
ESTATE AND FOR THE REASONS SET FORTH IN THE UNOPPOSED MOTION IT
HEREBY IS ORDERED THAT THE TIME WITHIN �G�]HICH THE PARTIES ARE TO
FILE POST HEARING BRIEFS �HALL BE EXTENDED TO 10/8/08 -BY THE
C�URT J WESLEY OLER J CQPIES MAILEL} VIA USPS C7N s/2a/zo
�
1146Q706102013 Cumberland Caun�y - Orphans Court Page 53
ORC621 bj1Q/2013
Case No 198�-C}0398
CAJ
�/o�J Z a 5�5 MOTI ON' F�3R APPUINTMENT tJF BARBARA M MZTMN�A. AS GtJ E�ECUTRIX Z��'DER
THE DECEDENTS WILL AND CODICIL
WSZ
9/09/la 526 MOTION F4R DISQUALIFICATIQN AND REMOVAL OF LI�A M M4RGAN AS
E�ECUTRIX AND TRUSTEE DUE TO CONFLICT OF INTEREST
WSZ
9/1Of10 527 FIRST .AND FINAL ACCOUNT WITH SCHEDULE OF PROPOSED DISTRIBUTION
PETITI011T FOR ADJIJD/ST�ITEMENT QF PR4P{�SED DISTRIBUTION-TRLI�T
MARITAL
WSZ
�Jlo110 528 FIRST ANL} FINAL ACCOtTNT WITH SCHEDULE OF PRCJPC�SED DISTRIBUTION
PETIT=ON FOR ADJUD/�TATEMENT OF PROPOSED DISTRIBUTION- TRUST
RESIDU�L
WSZ
9/29j1C? 529 C7RDER OF COURT DATED 09j2$/2ti10 IN RE MOTION FOR DI�QUALIFICATION
.AND REMO�TAL OF LISA M MUMMA AS EXECUTR.IX AND TRU�TEE DUE TO
CONFLICT OF INTEREST A RULE IS ISSUED UPON ALL OTHER INTERESTED
PARTIES TO SHC}W �AU�E T�TH� THE RELIEF REQUESTED SHOUZD NOT BE
GRANTED RULE RETURNABLE WITHIN 30 DAYS OF THE DATE OF THIS ORDER :
BY THE CC}URT J WESLEY OLER JR JUDGE COPIES MAILED 09/29f14
WSZ
9f30f10 530 ORDER OF COURT DATED 9/29/10 IN RE MOTION FOR APPOINTMENT OF
BARBARA M MZTMN�1 AS GO-EXECITTR.IX I:TNDER THE DECEDENT' S 1nTILL AND
CODICIL. THE MOTION IS DEEMED MOOT INASMUCH AS LETTERS
TE ST��MENTARY �:[AVE BEEN I S SUEI� IN THE ABC�VE-CAPT I QN MATTER ON'
FRIDAY 9�17/10 TO BARBARA M MUMMAS INTER ALIA BY THE COURT J
WESLEY O ER JR J
MAW
- 9f30/10 531 ORDER OF COURT DATED �1A29/10 IN RE MQTION FOR DISQUALIFICATION AND
REMOVAL C}F Z,ISA M ML:T��I AS EX.ECUTRIX .�s.ND TRUSTEE DLTE TQ CQNFLICT
OF INTEREST. A RULE IS IS�UED UPON ALL OTHER INTERESTED PARTIE� TO
SH4W CAUSE WHY THE RELIEF REQUESTED SHOULD NOT BE G�TED. RULE
RETURNABLE WITH 30 DAY� OF THE DATE aF THI� ORDER. BY THE �OURT
J WESLEY OLER JR J
10/C}5/1{� 532 EMERGENG� M�}TIt�N TO STAY AUDIT4RS PRC}CEEDINGS DUE TC7 RECENT
APPOINTMENT OF SUCCESSCJR COEXECUTRIX
SAP
1(3 j a 6/10 5 3 3 OR.DER OF' COURT DATED 1 a j 6�10 IN RE EMERGEN�Y MOTION TC} STA.Y
AUDITORS PR(JCEEDINGS DUE O RECENT APPOINTMENT OF SUCCES�OR
CO-E�ECUTRIX EMERGENC� TO ST.AY AUDITC�RS PR4CEEDINGS DUE TC} RECENT
APPOINTMENT OF SUCCESSOR CO EXECUTRIX THE MOTION IS DENIED -BY THE
COURT J WESLE� OZER JR J CQPIES N�AILED VIA tTSPS t�N �.o/�/lo
1111��1■ ...
11460706102013 Cumberland County - Orphans Court ' Fage 54
. ORC�21 b/10/2013
Case No 1986-{}Q398
CAJ
zo1o�/zo 534 PRAECIPE I�ATED zo/61�.0 {�N 9 j10/l0 ACCt7tTNTS AND PETITI4NS FOR
ADJ�UDICATION WERE FILED WITH RESPECT TO THE MA.RITAL TRUST AND
� RE�IDUARY TRUST I:JNDER THE WILL OF ROBERT M MI:TMMA TO BE PRESENTED
FOR CONFIRMATION BY THE COURT ON 10/12j10 WE HEREBY REQUEST THAT
SAID FILINGS N�T BE PRESENTED Tn THE COURT FOR CQNFIRMA.TION QN
THAT DATE SAID ACCOUNTS AND PET=TIt�NS TC) BE REFILED SUBSEQUENT
SAPETO
14/08/10 535 PO�T HEARING RESPONSE OF BARBAR.A. MCK MUMMA DECEA�ED AND LISA M
MORGAN AS EXECUTRICES OF ��.ND TRUSTEES UNDER THE WILL, OF RQBERT M
MUMMA TO OBJECTIONS
CAJ
1{��12110 ��� PETITION�FORNADJUD/�S�TEMENT OFHPROPO�ED DI�STRIBUT�IONTTRUSTION
SAP
ZoJ12Jlo 537 FIRST AND FIN�L ACC4UNT WITH SCHEDLTLE OF PRt�PC>SEL} DISTRIBUTION
PETITION FOR ADJUDfSTATEMENT OF PROPOSED DISTRIBUTIQN-TRUST
SAP :
la/14/10 538 ORDER OF COURT DATED la/12/1(J IN RE PC7ST HEARING BRIEF OF BARBARA
M MUMMA IN SLTPPORT OF OBJECTION� FILED BY BARBARA M MUMMA TQ
ACCOUNTS SUBMITTED BY BARB.ARA MCK MUMMA AND LIS�1 M MORGAN HAtTING
BEEN ERRONEOUSLY ACCEPTED FOR FILING IN THE REGISTER OF WILLS
OFFICE ON la 8f 10 BRIEFS IN �T:TMBERL�TD COLTNTY ARE NOT PART QF THE
DOCKET FILE HE BRIEF IS HEREBY STRICKEN FROM THE RECORD AND
REFFERED TC7 THE CQURT ADMINISTRATQRS t�FF'ICE F4R PROCESSING -BY THE
COURT J WESLEY OLER JR J COPIES MAILED 10/l4/10
CAJ
1 a j 2 9 f 1 t3 5 3 9 ANSWER OF LI SA M MORGAN TCJ THE MOTION OF RC}BERT M MZTMNiA I I FOR
DISQUALIFICATION .AND REMOVAL OF LISA M MORG.AN AS EXECUTRIX AND
TRUSTEE L}UE TO CONFLI�T OF INTEREST
CAJ
11/C?3f10 540 APPLICATIC?N FOR AN E�TENTION OF TIME TO FILE AUDITORS REPORT
CAJ
11f08f10 541 ORDER OF COURT DATED 11/8j10 IN RE MOTION OF ROBERT M MUMMA II FOR
DISQUALIFICATIC7N ��ND REMOV.AL OF LISA M MQRGAN AS EXECUTRIX AND
TRUSTEE DUE TO CONFLICT OF INTEREST A HEARING IS SCHEDULED F4R
FRIDAY JANUARY 28, 2011 AT 1 :30 PM IN COURTROOM 1 BY THE COURT J
WESLEY OLER JR JUDGE CUPIES MAILED ON 1118/10
SAP
11 f 0 8/1 C} 54 2 ORDER OF CC}URT DATED 11 f 7 j 10 IN RE APPLI CATI ON FC}R .F�N E�TENTION OF
TIME TO FILE AUDITORS REPORT UPON APPLICATION OF THE AUDITOR
PURSU��.NT TC} RULE 8 .2 OF THE RULES 4F THE ORPHANS CQURT THE AUDITflR
tl I11�
11460706102013 Cumberland County - Orphans Court P���1Qf2013
ORC621
�a�e Na 1986-Q0398
IN THIS MATTER JOSEPH D BUCKLEY SHA.LL N4W BE REQUIRED TO FILE HIS '
JR�JUDGE COP�ES MAI�ED�dN�ll/08�lOjl� BY THE COURT J WESLE� �LER
S�P
11/22/10 543 ENTRY OF APPEAR.ANCE OF MAURICE R MITTS AS GOUNSEL FOR ROBERT M
MLTMMA II BENEFICIARY UNDER DULY PROBATED WILL OF HIS FATHER
CAJ
11j22/10 544 STATEMENT OF GENERAL OBJECTIONS TO PETITION OF
ADJUDICATI�N/STATEMENT QF PR�POSED DISTRIBUTI4N �F THE NIARITAL
TRUST UNDER WILL
�AJ
11j22j1� 545 STATEMENT �F GENERAL OBJEGTIONS T� PETITION OF
ADJUDICATION/STATEMENT OF PROPpSED DISTRIBUTION OF THE RESIDUARY
TRUST UNDER WILL
CAJ
11/22�1� 546 QBJECTIONS TO ACC�UNT THE RESIDUARY TRUST UNDER THE WILL
CAJ
11j22/10 547 OBJECTIONS TO ACCOUNT OF THE MA.RITAL TRUST UNDER THE WILL
CAJ
11/23j10 548 MOTION T� STAY AUDITORS PROCEEDINGS AND/�R TO STAY THE FILING �F
AUDITORS FINAL REPORT
CAJ
' 11f24f10 549 ORDER OF COURT DATED 11/24/1Q IN RE OBJECTIONS T4 ACCOUNTS UPON
CONSIDERATI4N 1 THE STATEMENT OF GENERAL OBJECTI4NS TO ACCOLTNT OF
RE�ID TRUST FILED ON BEHALF 4F ROBERT M MUMMA II B� MAURICE R
MITTS 2 THE OBJECTI�NS Tfl ACCOUNT OF THE RESIDUARY TRU�T FILED BY
BARBARA M MUMMA 3 THE �TATEMENT OF GENERAL OBSECTIONS TO PETITIaN
OF ADJUDICAQTION/STATEMENT OF PROPOSED DISTRIBUTION OF THE MARITAL
TRUST ON BEHAL� �F ROBERT M MLTMMA II BY MAURICE R M=TTS 4 THE
OBJECTIONS TO ACCOUNT OF MARITAL TRUST FILED BY BARBARA M MUMMA.
PRa SE JOSEPH D BUC�LEY ESQ IS APPOINTED AUDITOR IN THESE MATTERS
BY THE COURT J WESLEY OLER JR JUDGE GOPIES MAILED 11/24J10 WSZ
11f29j10 550 APPLICATION FOR AN E�TENTION OF TIME TO FILE AUDITORS REPORT
SAP
11/29/10 551 APPOINTMENT OF AUDITOR JOSEPH D BUCKLEY
CAJ
11/30j14 552 ORDER DATED 11/24f10 IN RE M�TI�N TO STAY AUDITORS PR�CEEDINGS �►ND
QR TO STAY THE FILING OF AUDITORS FINAL REPORT THE MOTION IS
DENIED -BY THE C�URT J WE�LEY QLER JR J COPIES NIAILED 11f30j10
CAJ
IIII1�
11460706102013 Cumberland Coun�y - Orphans Court Page 56
ORC621 b/l0/2013
Ca�e No 1986-00398
llj3�jl� 553 �RDER DATED 11/30j1a IN RE APPLICATION FOR AN EXTENTION OF TIME T�
FILE AUDITORS REPORT JOSEPH D BUCKLEY SHALL NOW BE REQUIRED TO
FILE HIS AUDIT�RS REPORT WITHIN 30 DA�S �F THE CLOSE QF THE
HEARINGS WHICH SHALL BE HELD REGARDING THE OBJECTIONS TO THE
ACCatTNT �F THE RESIDUARY TRUST ��iTD THE NZARITAZ TRUST L�TDER THE
WILL OF ROBERT M MUMMA DECEA�ED .AND THE OBJECTIONS TO THE
STATEMENTS 4F PRQPOSED DISTRIBUTI4N OF THE SAID TRUSTS FILED
11�34�10 SAPTHE COURT J WESLEY t�LER JR JUDGE COPIES MAILED 4N
l�f Ol/10 554 C�RDER OF COURT DATED 11 f 23/1C} ZN RE OBJECTICJN FILED ON 11 j22/lfl BY
MAURICE MITTS ESQ ON BEHALF OF ROBERT M MUMMA II .AND THE OBJECTION
F I LED I N RE QF THE NZA.R I TAL TRUS T ON 11 j 2 2/1 Q BY BARBAR� M MLFMMA
PRO SE AND IT APPEARING TO THE COURT THAT THESE OBJECTION� WILL
NOT BE RESflLVED AMI�ABLY THE ACCOUNT FILED IN THIS MATTER WILL NOT
BE CONFIRMED AT THIS TIME AND THE COURT WILL B� �EPERATE 4RDER (JF
COURT APPOINT AN AUDITOR BY THE COURT J WESLEY OLER JR COPIES
WMSA�LED 12 f 01 j l fl
1�2/01�1C? 555 {�RDER QF COURT DATED 11/23/10 IN RE OBJECTIQN FILED ON 11/22/14 BY
MAURICE MITTS ESQ ON BEHALF t�F ROBERT M MUMMA II AND THE C}BJECTION
FILED IN RE OF THE RESIDUAL TRUST ON 11j22/10 BY BARBARA M MUMMA
PRO SE AND IT APPEARING Ta THE COURT THAT THESE C}BJECTIONS WILL
NOT BE RESOLVED BE RESOLVED AMICABLY THE ACCOUNT FILED IN THIS
MATTER WILL NOT BE CONFIRMED AT THIS TIME ��.ND THE C4URT WILL BY�
SEPERATE ORDER OF COURT APPOINT AN AUDITOR BY THE COURT J WESLEY
WSZR JR COPIES MAILED 12fa1/1Q
12/02/10 556 MOTION FOR CONTINUANCE OF HEARING
WSZ
12/09/1� 557 PRAECIPE FOR Ct�MPULSt�RY SUBSTITUTION
CAJ
Z�J z o/z o 5 5 8 ORDER OF COURT DATED 12/0 9�1 C} IN RE MIJTI{�N FOR C�NTL;f�7IT.��NCE OF
HEARING WITH THE COURT� SC EDULE BEING SUCH THAT UN�CHEDULED TIME '
IS AVAILABLE F{�R THE HEARING PRIOR TO �PRIL 8 2Q11 THE MflTIC?N I�
DENSED BY THE COURT J WESLEY OLER JR �,TUDGE COPIES MA.ILED l2/10/10
SAP
l�jl�f l0 559 t7RL}ER DATEI} 12 f l�/10 IN RE PRAECIPE FC}R COMPULS�R� SUBSTITUTION'
A RULE I� ISSUED LTPON LISA M MORGAN TO SHOW CAUSE IF ANY 5HE WOULD
HAVE WHY SHE SHOULD NOT BE IN HER CAPACIT� AS PERSONAL
REPRESENTATIVE OF AND ON BEHALF OF THE ESTATE OF BARBARA K
MCI�;.ML:JMMA DECEASED SIJBSTITLTTEL} AS THE SLTCCESSOR 4F THE SAID
DECEASED FIDUCIARY BARBARA MCK MUMMA AS PARTY TO LITIGATION
PENDING IN THE ABOVE CAPTIOIVED MATTER RULE RETURNABLE WITHIN 14
DAYS UF �ERVICE aF THIS ORDER -BY THE C4URT J WE�LEY OLER JR J
CAJIE� MAILED 12/17f10
12/2l/14 560 MOTION FOR ALLOWANCE OF APPERANCE AND TESTIMONY BY TELEPHONE
�A�I�I III��..
11460706142013 Cumberland County - Orphans Court Pa e 57
ORC621 �/10J2013
Ca�e No 198�-00398
WSZ
12/22j10 5&1 PRAECIPE TO WITHDRAW
CAJ
1/C}5/11 5 5 2 MOT I ON F{�R PROTECT I VE ORDER
WSZ
Z/o�Jll 563 ACGEPT.ANGE OF �ERV`ICE pN BEHA.LF OF LISA M MORGAN GEORGE B FALLER
JR
SAP
: 1�06/ll 564 PRA.ECIPE TO FILE AFFIDAVIT OF SERVICE
CAJ
1/07/11 565 SUBSTITUTION OF SUCCESSOR
CAJ
ZJo�/1�. 556 NOTICE OF DEATH
CAJ
1/11 f 11 5 6 7 R.ES PONSE B�' BAR.BARA M MZTMNIA TO MOT I ORT FC�R PROTECT I VE ORDER F I LE ON
BE�P LF OF LISA M MORGAN
lj12j11 558 N'OTICE OF AUDITOR� HEARING THE AUDIT�R Jt�SEPH D BUCKLEY APPOINTEI7
BY THE COURT HA.S SCHEDULED A HEARING FOR MONDAY TUESDAY WEDNESDAY
THURSDAY ANL} FR.IDAY MARCH 14 THRtJUGH 18 2 O l 1 BEGII��I�TING AT 8 :3 0 F�M
AND CONTINUING UNTIL 4 :30 PM EACH DAY IN THE SECOND FLOOR COURT
R4C}M C}LD COURTHOLTSE CAR.L,ISLE PA THE PART� FILING THE 4BJECTIONS
SHALL WITHIN 10 DAYS OF THIS NOTICE PROVIDE THE AUDITOR AND
CQL:INSEL FOR THE ESTATE AND THE TRUSTS CREATED THEREUNDER THE
WSZ�IFIC ISSUES TO BE RES�LVED AT THE HEARING
1 f 1�j 11 5�9 CJRDER {�F COZTRT DATED 1/l3/11 IN RE MOTI flN FC�R PRC)TECTIVE C}RDER
UPON GONSIDE TION OF LISA MUMMA MORGANS MOTI(�N FOR PROTECTIVE
QRDER FILED 1�5j11 AND IT BEING RELATED TO THE CQURT B� CtJUNSEL
FOR THE MOVING PARTY IN THE PER�ON� OF BRADY L GREEN ESQUIRE ANT�
JENNIDER L �PEARS ESQUIRE AND COUN�EL 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
TUESDA�Y 1 j 18 f 11 IN FL,ORIDA T�IE MOTION I S DEEMED MflOT BY THE COURT
�ApESLEY OLER JR JUDGE COPIES MA.ILED 1/14/11
1j25j11 570 EMERGENCY Mt�TIC7N OF MORGAN LEWIS & BOCKUS LLP TO QUASH SUBPOENA
DIRECTED TO MARC J SONNENFELD ESQUIRE
CAJ
1/25/11 571 MOTION TQ WITHDRAW AS COUNSEL WITHDRAW AS COUNSEL FC3R ROBERT M
11460706102013 Cumberland County - Orphans Court Pa e 58
ORC621 �/10/2013
Case No 1986-00398
MUMMA II BENEFICIAR UNDER DULY PROBATED WILL OF HIS FATHER ROBERT
M MUMMA
CAJ
1/26/11 572 ORDER OF COURT DATED Ol/25/11 IN RE MOTION TO WITHDR.AW 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 QUESTIONAB E AT BEST THE
MOTION TO QUASH IS GRANTED WITHOUT PREJUDICE TO THE RIGHT OF THE
PARTY WHO PROCURED THE SUBPOEBA TO MAKE AN OFFER OF PROOF AT THE
HEARING AS TO THE RELVANCY OF THE TESTIMONY TO THE ISSUE OF THE
HEARING BY THE CRT J WESLEY OLER JR JUDGE COPIES MAILED 1/27/11 SAP
2/03/11 574 ORDER OF COURT DATED 1/28/11 IN RE MOTION TO WITHDRAW AS COUNSEL
FOR ROBERT M MUMMA II BENEFICIARY UNDER DULY-PROBATED WILL OF HIS
FATHER ROBERT M MUMMA FILED BY MAURICE R MITTS ON BEHALF OF
HIMSELF AND HIS FIRM MITTS MILAVEC LLC & IT APPEARING THAT THERE
IS NO OBJECTION THERETO THE MOTION IS GRANTED AND MAURICE R MITTS
AND MITTS MILAVEC LLC ARE RELIEVED OF ANY FURTHER RESPONSIBILITY
IN THIS MATTER WITH RESPECT TO THE RESPRESENTATION OF ROBERT M
MUMMA II BY THE COURT J WESLEY OLER JR JUDGE COPIES MAILED ON
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 CAJICE RECONFIRMING PREVIOUS NOTICE OF AUDITORS HEARING
2/11/11 577 1/R28/11IIN COURTROOMDiNGS HELD BEFORE J WESLEY OLER JR J ON
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
�
11460706�1RC�0�� Cumberland County - Orphans Court Page 59
b/l0/2013
: Case No 1985-C}Q39$
SIDE ROOM 203 HOLL�ANL? BUILI?ING OF DICKIN'SON C4LLEGE 28 N COLLEGE
ST CARLISLE PA 5/3f11-5 j�6f11 WILL BE HELD IN THE SECOND FLOOR
HEARING ROOM OLD CUMBERL4AND COUNTY COURTHOUSE THE PARTIE� FILING
THE OBJECTIC}NS SHALL �nTTTHIN 30 D.AYS OF N'OTICE PRt�VIDE C4L:TNSEL FC}R
ESTATE AND TRUSTS A LIST OF WITNES�ES TO BE CALLED A SUMMARY OF
THE EVIDENCE T{� BE INTRCJDLTCED TI�ROLTGH SUCH WITNESS TQGETHER WITH A
LIST QF ANY EXHIBITS CAJ
3/08/11 5?9 ORDER OF COURT DATED 03/04f11 IN RE MOTION FOR DISQUALIFIC�TION
p►ND REMOVAL OF LI�A M MORG�T �S E�ECUTRIX AND TRUSTEE DUE TC}
CONFLICT OF INTEREST FILED BY ROBERT M MUMMA II PRO SE .AND
FOLLOTn]ING A HEARIN� HELD ON {�1/2 8/11 THE MC}TIC>N I S DENZED BY THE
wOZRT J WESLEY OLER JR JUDGE COPIES MAILED 03f08/11
: �11a/l�. 5$0 APpLICATIC3N FOR AN EXTENTION C7F TIME TO FILE AUDITORS REPCJRT
CAJ
3/14/11 581 N4TICE OF APPEAL
CERTIFICATE OF SERVICE
CERTIFIED Ct�PY flF DOCKET ENTRIE�
WSZ
3J15/11 582 NOZICE OF APPEAL SENT UPS TO SUPERIOR COURT ON 03/15/11
3 j15/11 5$3 c�RDER DATED 3/11/2011 IN RE A.PPLICATIC7N FOR AN EXTENTIt,�N C1F TIME
TO FILE AUDITORS REPORT OUR ORDER OF 11/24f10 IS AMENDED TO
REFLECT THAT JC}SEPH D BUCKLEY E�QUIRE SHALL NC)T+� BE REQUIRED TO
FILE HIS AUDITORS REPORT WITHIN 60 DAYS FOLLOWING THE CLOSE OF THE
SCHEDLTLED HEARING� UF NIAY 2-6 2 t}14 AND ��.NY E�TENTION THEREOF BY
�TxHp COURT J WE�LEY OLER JR JUDGE COPIES MAILED 3/16/2011
3 j 1�J 11 5 8 4 t'JRDER OF COURT DATED 0 3/16/11 IN RE NCJT I CE C�F APPE�L APPELL�TT I S
DIRECTED TO FILE OF RECORD IN THIS COURT AND TO SERVE UPON THE
L:TNDERSI�NED JUDGE �1 CONCISE �TATEMENT QF ERRC}R.S COMPLAINED OF C}N
APPEAL NO LATER THAN 21 DAYS AFTER ENTRY OF THIS ORDER ANY ISSUES
NOT PRQPERL�.' INCLUDED IN THE STATEMENT TIMEZ,Y FILED AND SERVED
PURSUANT TO THIS ORDER SHALL BE DEEMED WAIVED BY THE COURT J
W�EgLEY OLER JR JUDGE CaPIES MAILED 3f16/11 :
3/18j11 5$5 RETURN RECEIPT OF NOTICE OF APPEAL BY SUPERIOR. COURT
CAJ
�/aa/ZZ 5$6 SUPERIC7R COURT APPEAL DOCKET SHEET
DOCKET N4 481 MDA 2Q11
WSZ�RD DUE �5j13J11
�f 0&f 11 5$7 ROBERT M MI:T��INZA I I ' S CONC I SE STATEMENT OF NIATTERS �OMPLAINED (�F ON
11460706102013 Cumberland County - Orphans Court Pa��10/2013
ORC621
Case No 1986-00398
APPEAL REGARDING THE ORPHANS COURT ORDER ENTERED ON 3/8/11 AND THE
APPEAL THEREOF TO THE SUPERIOR COURT DOCKETED AT NO 481 MDA 2009
CAJ
4/06/11 588 EMERGENCY MOTION FOR PROTECTION WITH RESPECT TO DEPOSITIONS OF
SCOTT W MORGAN ESQUIRE THOMAS A FRENCH ESQUIRE AND MARC J
SONNENFELD ESQUIRE NOTICED BY ROBERT M MUMMA II
CAJ
4/08/11 589 MOTION IN LIMINE OF LISA M MORGAN TO EXCLUDE EVIDENCE AND
TESITMONY AS TO EVENTS AND ACTIONS PRIOR TO 1/1/04
CAJ
4/08/11 590 ROBERT M MUMMA IIS RESPONSE TO THE EMERGECY MOTION FOR PROTECTION
WITH RESPECT TO DEPOSITIONS OF SCOTT W MORGAN ESQUIRE THOMAS A
, FRENCH ESQUIRE AND MARC J SONNENFELD ESQUIRE
CAJ
4/08/11 591 MOTION TO ENFORCE COMPLIANCE WITH REQUEST FOR PRODUCTION OF
DOCUMENTS UPON A PARTY AND MOTION FOR SANCTIONS
CAJ
4/08/11 592 MOTION FOR JURY TRIAL
CAJ
4/13/11 593 ORDER OF COURT DATED 04/12/11 IN RE EMERGENCY MOTION FOR
PROTECTION WITH RESPECT TO DEPOSITIONS OF SCOTT W MORGAN ESQ
THOMAS A FRENCH ESQ AND 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
COPIES MAILED 04/13/11
WSZ
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
r�w
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 Pa e 61
ORC621 �/10/2013
Case No 1986-00398
AUDITOR JOSEPH D BUCKLEY ESQ FOR A BRIEF INTERIM REPORT ON THE
ISSUE AND RECOMMENDED ORDER BY THE COURT J WESLEY OLER JR J
MAW
COPIES MAILED VIA USPS 4/15/11
4/15/11 597 ORDER OF COURT DATED 4/14/11 IN RE EMERGENCY MOTION FOR PROTECTION
WITH RESPECT TO DEPOSITIONS OF SCOTT W MORGAN ESQ THOMAS FRENCH
ESQ AND MARC J SONNENFELD ESQ NOTICE BY ROBERT M MUMMA II AND THE
ANSWER OF ROBERT M MUMMA II TO THE MOTION THE MOTION IS REFERRED
TO THE COURT APPOINTED AUDITOR JOSEPH D BUCKLEY ESQ FOR A BRIEF
INTERIM REPORT ON THE ISSUE AND RECOMMENDED ORDER BY THE COURT J
J WESLEY OLER JR J
MAW
� COPIES MAILED VIA USPS 4/15/11
4/15/11 598 ORDER OF COURT DATED EMERGENCY MOTION FOR PROTECTIVE ORDER TO
STAY/PROHIBIT DEPOSITION OF COUNSEL AND MOTION TO QUASH SUBPOENA
DUCES TECUM THE DEPOSTIION AND EFFECT OF THE SUBPOENA ARE STAYED
PENDING FURTHER ORDER OF COURT THIS MATTER IS REFERRED TO THE
AUDITOR FOR A BRIEF INTERIM REPORT AND RECOMMENDED ORDER BY THE
COURT J WESLEY OLER JR J
OPIES MAILED VIA USPS 4/15/11
4/15/11 599 EMERGENCY MOTION OF LISA M MORGAN FOR DISCOVERY SANCTIONS AGAINST
BARBARA M MUMMA
WSZ
4/18/11 600 ORDER OF COURT DATED 04/18/11 IN RE MOTION FOR JURY TRIAL A RULE
IS ISSUED UPON ALL OTHER INTERESTED PARTIES TO SHOW CAUSE WHY THE
RELIEF REQUESTED SHOULD NOT BE GRANTED RULE RETURNABLE WITHIN 7
DAYS OF THE DATE OF SERVICE BY THE COURT J WESLEY OLER JUDGE
COPIES MAILED 04/19/11
WSZ
4/19/11 601 EMERGENCY RESPONSE OF BARBARA M MUMMA TO EMERGENCY MOTION OF LISA
MORGAN FOR DISCOVERY SANCTIONS
CAJ
4/20/11 602 ORDER OF COURT DATED 04/18/11 IN RE EMERGENCY MOTION OF LISA M
MORGAN FOR DISCOVERY SANCTIONS AGAINST BARBARA M MUMMA A RULE IS
HEREBY ISSUED ON ALL INTERESTED PARTIES TO SHOW CAUSE WHY THE
RELIEF REQUESTED SHOULD NOT BE GRANTED RULE RETURNABLE WITHIN 7
DAYS OF THE DATE OF SERVICE THIS MATTER IS REFERRED TO THE AUDITOR
FOR A BRIEF INTERIM REPORT AND RECOMMENDED ORDER BY THE COURT J
WESLEY OLER JUDGE COPIES MAILED 04/20/11
WSZ
4/25/11 603 CAJITOR' S INTERIM REPORT 4/21/11 AND REQUEST FOR ORDERS
4/25/11 604 5/6/11 BEGINNINORS�TH8ARI�NG�A�HDACONTINUINDU�DIL�4 : 302PM1THER�IRST
11460706102013 Cumberland County - Orphans Court Page 62
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DAY OF HEARINGS HAD BEEN SCHEDULE TO BE HELD ON THE CAMPUS OF
DICKINSON COLLEGE BUT HAS BEEN CHANGED TO THE COURTROOM OF OLD
CUMBERLAND COUNTY COURTHOUSE SECOND FLOOR HEARING ROOM BY JOSEPH D
BUCKLEY AUDITOR
CAJ
4/26/11 605 ORDER OF COURT DATED 4/20/11 IN RE MOTION MADE BY ROBERT M MUMMA
II IN COURSE OF A DEPOSITION PROCEEDING BEING HELD AT HIS OFFICE
OVER THE OBJECTION OF LISA MORGAN THROUGH HER COUNSEL BRADY L
GREEN ESQUIRE THAT ROBERT GEARY AN INDIVIDUAL RETAINED BY MS
MORGAN' S COUNSEL BE EXCLUDED FROM THE DEPOSITION PROCEEDING AND IN
THE ABSENCE OF ANY AUTHORITY OF WHICH THE COURT HAS BEEN APPRISED
WHICH WOULD REQUIRE HIS EXCLUSION THE MOTION IS DENIED -BY THE
COURT J WESLEY OLER JR J COPIES MAILED 4/26/11
CAJ
4/26/11 606 ROBERT M MUMMA II ' S APPLICATION TO JOIN ADDITIONAL PARTIES IN
INTEREST
CAJ
4/26/11 607 ROBERT M MUMMA II ' S RESPONSE TO THE EMERGENCY MOTION OF LISA M
MORGAN FOR DISCOVERY SANCTIONS AGAINST BARBAR.A M MUMMA
CAJ
4/26/11 608 EMERGENCY MOTION FOR PROTECTIVE ORDER TO QUASH SECOND SUBPOENA OF
CAJNSEL
4/27/11 609 �TAY/PROHIBIT/DEPOSITIONEOFMCOUNSEL ANDIMOTION TO�QUASHVSUBPOENATO
DUCES TECUM MOTION TO QUASH SUBPONEA IS GRANTED -BY THE COURT J
WESLEY OLER JR J COPIES MAILED 4/27/11
CAJ
4/27/11 610 ORDER DATED 4/26/11 IN RE EMERGENCY MOTION OF LISA M MORGAN FOR
DISCOVERY SANCTIONS AGAINST BARBARA M MUMMA UPON THE
RECOMMENDATION OF THE AUDITOR IN THIS CASE IT IS HEREBY ORDERED
THAT THE EMERGENCY MOTION AND DISCOVERY SANCTIONS AGAINST OBJECTOR
BARBARA M MUMMA IS DISMISSED AS MOOT -BY THE COURT J WESLEY OLER
JR J COPIES MAILED 4/27/11
CAJ
4/27/11 611 ORDER DATED 4/26/11 IN RE MOTION TO ENFORCE COMPLIANCE WITH
REQUEST FOR PRODUCTION OF DOCUMENTS UPON A PARTY AND MOTION FOR
SANCTIONS UPON THE RECOMMENDATION OF THE AUDITOR IN THIS CASE IT
IS HEREBY ORDERED THAT THE MOTION TO ENFORCE COMPLIANCE WITH A
REQUEST FOR PRODUCTION OF DOCUMENTS AND A MOTION FOR SANCTIONS
AGAINST THE ESTATE IS DENIED -BY THE COURT J WESLEY OLER J COPIES
MAILED 4/27/11
CAJ
4/27/11 612 ORDER DATED 4/26/11 IN RE MOTION IN LIMINE OF LISA M MORGAN TO
EXCLUDE EVIDENCE AND TESTIMONY AS TO EVENTS AND ACTIONS �RIOR TO
11460705102013 Cumberland Caunty - Orphans Cour� Pa e 63
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Case Na 198�-�0398
JANUARY 1 2QQ4 UPON THE RECOMMENDATI�N OF THE AUDITaR IN THIS CASE
IT IS HERBY ORDERED THAT THE MOTIaN IN LIMINE TO E�CLUDE EVIDENCE
AND �ESTIMQNY AS TO EVENTS OR ACTIONS PRIOR TO 1/4f04 IS GRA.NTED
IN PART H4WEVER THE �UDITQR MAY IN HIS DISCRETI�N ACCEPT EVIDENCE
AND TESTIMONY RELATIVE TO EVENTS OR ACTIONS OCCURRING PRIOR TO
1/1 j 04 AS HE hiA� DEEM APPROPRIATE ��ND RELEVARTT -B� THE COURT J
WE�LEY OLER JR J COPIES MAILED 4/27/11
CAJ
�/2'7jll 613 ORDER DATED 4/26/11 IN RE EMER�ENCY Mt�TION FOR PROTECTION WITH
RESPECT TO DEPOSITIONS OF SCOTT W MORGAN ESQUIRE THOMAS A FRENGH
ESQUIRE AND MARC J SOI�TNEFIELI� ESQUIRE Nt�TICED BY' ROBERT M MZTMNZA. II
UPON THE RECOMMENDATION OF THE AUDITOR IN THI� CASE IT I� HEREBY
QRL}ERED THAT THE MOTION F4R PRQTE�TIC}N WITH R.ESPECT TO DEP4SITION�
OF SCOTT W MORGAN E�QUIRE THOMAS A FRENCH ESQUIRE AND MARC J
SOI�TNENFELD ESQT.TIRE IS HEREBY GR'ANTED -BY THE COURT J WESLEY OLER
CAJJ COPIES MA.ILED 4f27j11
4/28f11 �l� ORDER OF C�ZTRT DATED �/�8/11 IN RE EMERGENC� MOTION FOR PROTECTIVE
ORDER TO QUASH SECOND �UBPOENA OF COUNSEL A RULE IS HEREBY IS�.UED
ON ALL, INTERESTED PARTIES TC? SHC}V+T CAtTSE WHY THE RELIEF REQLTESTED
SH�7ULD NOT BE GRANTED RULE RETURNABLE WITHIN � 7 DAY'S OF �ERVICE
THIS MATTER IS REFERRED TQ THE AUDITQR FQR A BRIEF INTERIM REPORT
AND RECQMMENDED QRDER -BY THE CCJURT J WESLEY 4LER JR J COPIES
AJLED 4/29/11
4j28/11 G15 ORDER OF COURT DATED 4f28�11 IN RE RO$ERT M MLTMMA II ' S APPLICATION
T4 J4IN ADDITIC?NAL PARTIE� IN INTEREST A RLTLE IS HEREBY ISSUED
ON ALL INTERESTED PARTIES TO SHC7W CAUSE WHY THE RELIEF REQUESTED
SHUIJLD NOT BE GR�I�ITED RULE IS RETURNABLE WITHIN 7 DAYS OF THE
DATE 4F SER�tIICE THIS MATTER IS REFERRED TCJ THE AUDITt)R FOR A
BRIEF INTERIM REPORT AND RECOMMENDED ORL7ER -BY THE COURT J WESLEY
O�L�ER JR J GOPIES N'IAILED 4 j29j11
4�29/11 616 RESPONSE OF LISA M MC?RGAN TO MQTI4N FOR JURY TRI.AL
CAJ
5/04/ll 617 SUPPLEMENT. TO ACGOUNT OF THE RESIDUAL TRUST UNDER THE WILL OF
ROBER.T M MI:TMMA DECEASED STATED B� LI�A MUMMA MORGAN TRtTSTEE
WSZ
5/06f11 �18 RESPONSE OF LISA M MORG.AN TO APPLICATION TO JaIN ADI7ITIONAL
PARTIES t;fNDER 2 0 PA �S 7&7
WSZ
5 f 4��11 �19 C}RL}ER OF C�URT D.A.TED 0 5�0��11 IN RE MC7T I C7N FflR JLTRY TRIAL F I LED PR
SE BY RaBERT M MUMMA II AND QF THE RESPONSE OF LISA M MORG�N' �1ND
THE CC?URT APPC)INTED AUDITQR JOSEPH BUCKL,ERY ESQ HAVING ALREADY
CONI}UCTED 33 D.AYS OF HEARING IN' THIS C�SE AS C}F THE D�TE C}F FILING
OF THIS MOTION THE MOTION IS DENIED BY THE COURT J WESLEY OLER JR
�UDGE COPIES Ni�lILED 05 j06 f 11
i��� �
1146Q706102013 Cumberland County - Orphans Court Pa e 64
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Case No 1985-00398
WSZ
5/11 jll �20 ROBERT M ML:TMMA II ' S .APPLIC,ATI{�N TO JOIN ADDITIONAL PARTIE� IN
INTEREST (ANSWER FROM COMMONWEALTH OF PA)
CAJ
5j13/11 621 NOTICE OF AUDITOR' S HEARING 5/24j11 AND 5j25�11 AND 6/20-22/11
BEGINNING 8 :3 0 .AM .AND CQNTINUIIVG UNTIL 4 :3 4 M IN THE COURTR.00M OF
THE OLD COURTHaUSE HIGH �ND �3[ANCJZTER STREETS CARLISLE P.A BY JC�SEPH
D BUCKLEY ESQ AUDITOR
M�W
5/20/11 622 QO�QO,��OR R.EC(JNSIDERATION OF THE ORPHANS COURT ORDER DATED
DB
6f01/11 623 OPINI(JN PUR�UANT TO PA RAF 1925 BY THE COURT J WESLEY OLER JR J
NZAW
E/03j11 624 NOTICE OF TRANSMITTAL aF RECC�RD AND SERVICE OF LIST OF RECORDS
�COZIES MAILED VIA USPS 06f03/11
6/08/ll 625 CERTIFICATE AND TF�ANSMZTTAL 4F RECORD RECORD WAS RECEIVED BY
SUPERIQR COURT ON Ej7/11 CAJ
6j22/11 626 AUDITOR' S INTERIM REPORT ��UNE 21, 2011 AND REQL7EST FOR ORDERS
MAW
�J2�/Z�. 62 7 APPLICATION FOR LEAVE TO REQLTIRE SECUR.ITY FC}R PAYMENT C3F THE
ADUITOR' S EXPENSES AND FEES
MAW
6 j 2 4 j 11 6 2 8 t�RDER DATED 6 j 2 3 f l 1 I N RE UPC}N THE RECOI�gMENDAT I ON OF THE AUD I TC}R.
IN THIS CASE IT IS HEREBY ORDERED THAT THE EMERGENCY MOTION FOR A
PRQTECTIVE C?RDER TO QUASH SUBPONEA� C}F JEFFREY BOSTnTELL IS HEREBY
DI�MISSEL7 A5 MOOT -BY THE COURT J WESLEY OLER JR J COPIES MAILED
CAJ4�ll
6j23j11 629 ORDER OF COURT DATED 6/23/11 IT IS HEREBY aRDERED THAT THE AUDITOR
JOSEPH D BUCKLEY SHALL BE PAID .��ItT INTERIM ��.MOZIItiTT OF $3 74 97 . C?0 T(J
BE PAID BY THE ESTATE AND OR THE TRUSTS CREATED UNDER THE WILL 50•°s
PERCENT FRUM N'IARITAL TRUST ��ND 5Q% FRQM RE�IDUARY TRUST PAYMENTS
SHALL BE MAL7E DIRECTLY TO JO�EPH D BLTCKLEY .AND SHALL BE WITHIN 5
I?AYS OF THI S ORDER STJCH PAYMENT SHALL IN N(.� TnlA� REFLECT
RE�PONSIBILITY FOR THE ULTIMATE DETERMINATIC�N TO WHAT PER�ONS aR
ENTITY SHALL BEAR THE FEES AND COSTS ASSOCIATED WITH THE AUDIT
DETERMINATION SHALL BE MADE AT THE CLt�SE OF THIS MATTER -BY THE
COURT J WESLEY OLER JR J COPIES MAILED 6/24f11 CAJ
11460706102013 Cumberland County - Orphans Court Page 65
ORC621 b/10/2013 ,
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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
GENER.ALS 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
: COUR�RJHWELSE�UOLERRJRRJUDGEDCOPIES�MAILED M/25/2011 DBNIED BY THE
: 8/26/11 632 CAJITION TO AUTHORIZE DISTRIBUTIONS
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
ORDER BY THE COURT J WESLEY OLER JR JUDGE COPIES MAILED 9/2/2011
DB
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
RESIDUARY TRUSTS UNDER WILL OF ROBERT M MUMMA DECEASED
WSZ
10/31/11 638 POST HEARING RESPONSE OF BARBARA M MUMMA IN SUPPORT OF OBJECTIONS
FILED BY BARBARA M MUMMA TO ACCOUNTS OF THE RESIDUARY TRUST AND
MARITAL TRUST FILED BY LISA M MORGAN
WSZ
12/07/11 639 RESPONDENT M&T BANKS REQUEST FOR PARTIAL DISPOSITION ON UNDISPUTED
ISSUES OF FACT IN THE NATURE OF A MOTION FOR PARTIAL JUDGEMENT ON
THE PLEADINS
WSZ
12/09/11 640 AUDITOR' S INTERIM REPORT 12/05/11 AND REQUEST FOR ORDERS
..
11460706102013 Cumberland County - Orphans Court Fa e 66
OR.C621 �Jzolaoz3
Case No 1986-OQ398
VJS Z
12 J 14 J 11 641 RE�PONDENT ROBERT M MtTMMA� �1 SWER.S TC} RE S PC}NI7ENT M &. T B��I�TKS
REQUEST FOR PARTIAL DISPOSITION ON UNDISPUTED ISSUED OF FACT IN
THE NATURE QF A MQTION FQR. PARTI�IL JLTDGMENT 4N THE PLEADINGS
CAJ
12j14f11 642 ORDER DATED 12�13/2011 IN RE AUDITQRS INTER2M REPORT 12j5f2011 AN
REQUE�T FOR OR ERS UPON IZECOMMENDATION t�F THE AUDITQR IN THIS CASE
IT IS HEREBY ORDERED THAT THE MONEY MARKET ACCOUNT OF D E
I}ISTRIBU2'ION CC}RPORATION CURRENTLY NIAINT.AINED AT M&T B.��RTK HAVING
AN ACCOUNT NUMBER ENDING IN 5251 SHALL BE RELEASED .AND M&T BANK I�
HEREBY DIRECT TO DISBUR.ES BY ir+TIRE TR��.NSFER THE ENTIRE B�.L,��1tICE UF D
E DISTRIBUTION CORPORATIONS �HECKING ACCOUNT AT FULTON BANK IT IS
FURTHER URDERED THAT THE SUM OF $125, 0OO . OQ FROM THE ACCaUNTS CJF
MUMMA RE.A.LTY ASSC}CIATE� I BE DI�TRIBUTED TU THE TRUST EST�BLISHED
UNDER THE WILL OR ROBERT M MUMMA CONTINUED
. 12/14/11 6 4 3 CONT I��LTED
' AND THAT THIS AMOUNT SHALL BE A CREDIT Tc� ANY FUTURE DISTRIBUTIONS
TO WHICH THE SAIL7 TRUST ESTABLISHED UNDER THE WILL QF ROBERT M
MUMMA SHAL BE ENTITLED BY THE COURT J WESLE� C7LER JR JUDGE C4PIES
DrnI�LED 12 f 15 f 2 Q 11
12/27/11 E44 MOTION FOR RECONSIDERATION
CAJ
': 12 j 2 8 j 11 64 5 ORDER OF CaURT DA.TED 12/2 7 j l l �T ATJDI TORS REPC7RT PENDING IN THE
' ABOVE MA.TTER THE COURT ADMINISTR.ATOR IS DIRECTED TO REASSIGN THE
ABOVE CA�E TO AN�THER JUDGE DUE TO THE I;I�TDERSIGNEI} JUDGES
RETIREMENT AT THE END OF 2011 -BY THE COURT J WESLEY OLER JR J
COPIE� N�.ILED 12j28/11
CAJ
1f09f12 646 ORDER OF COURT DATED lf9fl2 IN RE MOTION FOR RECONSIDERATION FILED
BY ROBERT M MLiMMA I I �G�I TH RES PECT TO THE CC}URT ORDER C�F 12 j 1�J 11
THE MOTION IS DENIED -BY THE COURT J WE�LEY OLER JR J COPIES
MAI LED l f 9/12
CA�J
1/09j12 547 RESPONDENT M & T BANKS PRAECIPE TO FILE AFFIDAVIT IN COMPLIANCE
CW�I�H COURT C}RDER DATED 12 f l3 f 11
1/11/12 E48 RE�POT�DENT M&T B��I�TKS RESPONSE TC7 RC?BERT M Mt;TMNiA II MOTIQN FC?R
RECON�IDERATION
WSZ
ZJl�Jz� 649 NOTICE �F APPEAL
REQUEST FOR TR.ANSCRIPT�
CERTIFICA.TE OF SERVICE
1146070�1�2013 Cumberland Caunty - Orphans Court Pa e 67
, ORC621 �f lO j2013
Ca�e No 1986-�0398
CERTIFIED C�PY OF D4CKET ENTRIES
CAJ
: 1/13f12 �50 NOTTCE OF APPEAL SENT UPS TO SUPERIOR COURT ON 1/13/12 VIA UPS
CAJ
1/13j12 651 CERTIFICATE AND TF�ANSMITTAL OF REC�RD DOCUMENTS �fUMBERED 625-648
AND THE �RIGINAL QF 622 MA.ILED TO SUPERIOR COURT VIA UPS
CAJ
1/17f12 652 ORDER OF COURT DATED 1/17/12 IN RE RESPONDENT M&T BANKS RESPONSE
TQ ROBERT M ML�MN� II ' S MOTION F�R RE�4N5IDERATI4N REQUESTING INTER
ALIA THA.T AN ORDER BE ENTERED DISMISSING M&T BANK FROM THIS CA�E
AND THE CQURT HAVING PERVIOUSLY DENIED THE MQTI�N FaR
RECON�IDERATIQN A RULE IS HEREBY ISSUED UP�N ALL INTERESTED TO
SH4W CAUSE WHY M&T SHOULD NOT BE DISMISSED FROM THE CASE RULE
RETURNABLE WITHIN 14 DAYS OF SERVICE THIS MATTER I� REFERRED TO
THE AUDITOR FOR A BRIEF REPORT .AND RECOMMENDED ORDER ON THE IS�UE
OF THE DISMISS�L �F M&T B��NK FRQM THE CASE -B� THE C�URT J WESLEY
OLER JR J COPIES MAILED 1/17/12 CAJ
l/2�/12 653 SUPERIOR COURT APPEAL DQCKET SHEET
DOCKET N� 97 MDA 2012
RECORD DUE 3f12/12
CAJ
1/23/12 �54 CERTIFICATE AND TRANSMITTAL OF DOCUMENTS CaMPRISING 4F APPENDED
RECORD 625-�48 AND ORIGINAL DOCUMENT 622 RECEIVED BY SUPERIOR
COURT l f l 7 f 12
CAJ
�/o�/z� 6 5 5 ANStr�1ER TC} RULE TO SHOW CAUSE
DMB
2f1C?jl2 656 RETURNED MAIL NOT DELIVERA.BLE A� A.DDRESSED UNABLE TO FORWARD WAS
ADL}RE�SED TO LINDA MtTMMA
CAJ
3/13/12 �57 ORDER QF CQURT DATED 3/13j2Q12 IN RE NOTICE OF APPEAL APPELLtANT I�
DIREC`I,'ED PURSUANT TO PA R.A.P 1925 (B} TO FILE OF THE RECORD IN THIS
COURT .AND T4 SERVE UPON THE UNDERSIGNED JUDGE .A CONCISE STATEMENT
OF ERRORS C�MPLAINED OF ON APPE�L NC} LATER TH[��.N 21 DAYS AFTER
ENTRY OF THIS ORI7ER ANY I�SUES NOT PROPERLY INCLUDED IN THE
STATEMENT TIMEL� FILEL} AND SERVED PURSU��TT TO THIS C�RDER SHALL BE
DEEMED WAIVED BY THE COURT J WESLEY 4LER JR SJ COPIES MAILED
3/l3/2012 DMB
3 f 15/12 �5 8 CERTI FI CATE ANI} TRANSMITTA.L (7F RECt�RI3 - DOCUMENTS I�fITMBERED ��4 8
THROUGH AND INCLUDING 658 MAILED TO SUPERIOR COURT VIA UPS
03j15j12 �
WSZ
11460706102013 Cumberland County - Orphans Court Pa e 68
ORC621 �/10/2013
Case No 1986-00398
3/26/12 659 CERTIFICATE AND TRANSMITTAL OF RECORD RECEIVED FROM SUPERIOR COURT
ACKNOWLEDGING RECEIPT OF THIS RECORD
WSZ
4/03/12 660 CONCISE STATEMENT OF MATTERS COMPLAINED OF ON APPEAL PURSUANT TO
PA RAP 1925B FILED ON BEHALF OF APPELANT ROBERT M MUMMA II
WSZ
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
MAILED 4/16/12
CAJ
4/20/12 663 PRAECIPE FOR ENTRY OF APPEARANCE 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 BARBARA M MUMMA IN OPPOSITION TO PETITION TO AUTHORIZE
PLAN OF LIQUIDATION
DMB
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
03�15/12
ws
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
11460706102013 Cumberland County - Orphans Court Pa��10/2013
ORC621
Case No 1986-00398
5/18/12 671 REPLY TO NEW MATTER OF BARBARA M MUMMA
WSZ
5/23/12 672 TOT ARAP�1925IAD RESSED�TOLC/OACART R E�LISI203EFRIARI�OURTRSUANT
MECHANICSBURG PA 17050 RETURN TO SENDER - REFUSED
WSZ
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 IN 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 l0 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
JR SENIOR JUDGE COPIES MAILED 6/8/2012
DMB
6/22/12 676 RESPONSE OF BARBARA M MUMMA IN OPPOSITION TO PETITION TO AUTHORIZE
SALE OF REAL ESTATE
CAJ
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 REPLY TO NEW MATTER OF BARBARA M MUMMA FILED ON 06/22/2012
WSZ
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
11460706102013 Cumberland County - Orphans Court Page 70
ORC621 b/10/2013
Case No 1986-00398
7/30/12 681 AUDITOR' S INTERIM REPORT AND REQUEST FOR ORDER
DMB
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 INSURANCE POLICIES OWNED BY D E DISTRIBUTION
CORPORATION RECEIVE THE PROCEEDS OF THE SAME AND HOLD THE PROCEEDS
FOR DISTRIBUTION TO ALL SHAREHOLDERS OF D E DISTRIBUTION
. CORPORATION ACCORDING TO THEIR RESPECTIVE INTEREST IN SAID
CORPOR.ATION FUR.THER 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 R.AISED 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
COURT J WESLEY OLER JR SENIOR JUDGE COPIES MAILED 7/31/2012
DMB
8/17/12 685 RETURNED MAIL IN RE ORDER DATED 07/30/12 ADDRESSED TO LINDA MUMMA
ROTH - 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
AWTHORIZE SALE OF REAL ESTATE A RULE IS HEREBY ISSUED UPON ALL
INTERESTED PARTIES 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
COPIES MAILED 12/6/12
HMW
12/14/12 688 RESPONSE OF BARBARA M MUMMA IN OPPOSITION TO SUPPLEMENTAL PETITION
TO AUTHORIZE SALE OF REAL ESTATE
WSZ
11460706102013 Cumberland County - Orphans Court Pa e 71
ORC621 �/10/2013
Case No 1986-00398
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
PETITION TO SELL REAL ESTATE
CAJ
12/19/12 691 ORDER OF COURT DATED 12/19/12 IN RE SUPPLEMENTAL PETITION TO
AUTHORIZE SALE OF REAL ESTATE THE RESPONSE OF BARBAR.A 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
12/20/12
CAJ
12/19/12 692 APPLICATION FOR AN EXTENSION OF TIME TO FILE AUDITORS REPORT AND
. APPLICATION FOR LEAVE TO REQUIRE SECURITY FOR EXPENSES AND FEES
HMW
12/20/12 693 ORDER OF COURT DATED 12/20/12 IN RE PETITION FOR LEAVE OF COURT TO
WITHDRAW APPEARANCE AS COUNSEL 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
12/21/12
CAJ
12/27/12 694 RULE TO SHOW CAUSE DATED 12/26/12 IN RE APPLICATION FOR EXTENSION
OF TIME TO FILE AUDITORS REPORT AND APPLICATION FOR LEAVE TO
REQUIRE SECURITY FOR EXPENSES AND FEES A RULE IS ISSUED UPON ALL
PARTIES TO SHOW CAUSE WHY RELIEF SHOULD NOT BE GRANTED 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
ORDER -BY THE COURT J WESLEY OLER JR J COPIES MAILED 12/27/12
CAJ
1/10/13 695 ANSWER OF ROBERT 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
2/05/13 697 NON PRECEDENTIAL DECISION APPEAL FROM THE ORDER ENTERED O1/18/2011
OPIN ON B�USTRASSBURGER ORDILEDF02/22D/201222/2012 CONCURRING
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
11460706102013 Cumberland County - Orphans Court Pa��10/2013
ORC621
Case No 1986-00398
WSZ
2/05/13 698 NON PRECEDENTIAL DECISION APPEAL FROM THE ORDER ENTERED 12/13/2011
ORPHANS COURT 21 86 398 APPEAL QUASHED 10/19/2012
WSZ
2/05/13 699 CERTIFICATE OF REMITTAL/REMAND OF RECORD RECEIVED FROM SUPERIOR
COURT
ORIGINAL RECORD ACKNOWLEDGMENT
WSZ
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
-BY THE COURT J WESLEY OLER JR SENIOR JUDGE COPIES MAILED 2/13/13
CAJ
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
OF THIS ORDER -BY THE COURT J WESLEY OLER JR COPIES MAILED 2/23/13
CAJ
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
PARTnIES�PRESENTLATIANUARGUMENT/ON/ANOTHERwMAT�ER ONJ3/140N30F THE
INCLUDING ROBERT M MUMMA II THE PETITION IS HEREBY GRANTED AND
JEFFREY G BROOKS ESQ IS EXCUSED FROM FUTHER RESPONSIBILITIES IN
THIS CASE -BY THE COURT J WESLEY OLER JR SJ COPIES MAILED 3/15/13
CAJ
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
11460706102013 Cumberland County - Orphans Court Page 73
ORC621 b/10/2013
Case No 1986-00398
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
THE COURT J WELSEY OLER JR SENIOR JUDGE COPIES MAILED 4/5/2013
DMB
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
ACTIONS AS SHAREHOLDER OF HIGH SPEC INC
HMW
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 AND 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
CERTAIN ACTIONS AS SHAREHOLDER OF HIGH SPEC INC
DMB
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
11460706102013 Cumberland County - Orphans Court Pag�lo 74
ORC621 b /2013
Case No 1986-00398
HEREBY ORDERED THAT THE PETITION OF LISA M MUMMA TO
AUTHORIZE THE SALE OF THE REAL PROPERTY OWNED BY THE ESTATE OF
ROBERT M MUMMA LOCATED ON UPS DRIVE IN DAUPHIN COUNTY AND COMMONLY
REFERRED BY THE PARTIES AS "THE UPS PROPERTY" IS HEREBY GRANTED
BY THE COURT J WESLEY OLER JR SENIOR JUDGE COPIES MAILED 5/10/2013
DMB
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
GRANTED LISA M MORGAN IS AUTHORIZED AND DIRECTED TO PROCEED WITH A
PLAN OF LIQUIDATION OF THE ASSETS REMAINING IN THE TRUST
ESTABLISHED UNDER THE SEVENTH SECTION AND THE EIGHTH SECTION OF
THE LAST WILL AND TESTAMENT OF ROBERT M MUMMA AND FOLLOWING
RECEIPT BY THIS COURT OF ITS ORDER REGARDING THE ACCOUNTS
PREVIOUSLY FILED TO DISTRIBUTE THEN 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
SENIOR JUDGE COPIES MAILED 5/10/2013
DMB
5/16/13 716 0j26/2p03S OF BARBARA M MUMMA TO AUDITORS INTERIM REPORT FILED
DMB
5/16/13 717 MOTION BY BARBARA M MUMMA TO VACATE OR IN THE ALTERNATIVE TO
RECONSIDER ORDERS DATED 5/6/2013 AND ENTERED 5/10/2013
DMB
5/16/13 718 4B/24/130NS OF ROBERT M MUMMA II TO AUDITORS INTERIM REPORT OF
CAJ
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 BARBARA
MANN MUMMA AND LINDA MUMMA ROTH RE HIGH-SPEC
DMB
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 AN 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
11460706102013 Cumberland County - Orphans Court Pa e 75
ORC621 �/10/2013
Case No 1986-00398
5/31/13 722 PRAECIPE 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
EXHIBIT C APPLICATION FOR ORDER TO LODGE TRANSCRIPT OF RECORD
CAJ
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 wRDHRCOURT�UORDERTDATED572/30/2012RANDEFORI�ANC�IONSPANDCOMPLIANCE
ALTERNATIVELY TO VACATE SAID ORDER FOLLOWING AN ARGUMENT HELD ON
FOR1J2WESLEYEOLERI�R SENDORIJUDGE COPIE�UMAILEDA6/7/2013D0 JUDGE
DMB
6/07/13 727 ORDER OF COURT DATED 6/6/2013 RICHARD F RINALDO ESWUIRE COUNSEL
FOR BARBAR.A 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
J WESLEY OLER JR SENIOR JUDGE COPIES MAILED 6/7/2013
DMB
� `
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 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
Court of Common Pleas of Cumberland County
One Courthouse Square
Carlisle, PA 17013 �
�
n � � rn
� � � � �
� � � � �
Melissa H. Calvanelli, � A � ,—a � ;�
r � rn o t�
District Court Administrator � � � � �.�.�
Court of Common Pleas of Cumberland Count� �= � � � �-'�
One Courthouse S uare � �\' =`�" �
�., �= �_ �
q _ � �-� � �
,_...
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
n+�i
� _
��ertificate of service continued}
Ivo V, Otto, IV, Esquire
George B. Faller, Esquire
Jennifer L. Spears, Esquire
l��artson Law Offices
10 East High Street
Carlisle, PA 17013
: Brady L. G`rreen, Esquire
Wllbraham Lawler& Buba
31 st Floor
181$ Market Street
Philadelphia, PA 191�3
Richard F. Rinaldo
Williams Coulson, LLC
1 bt�' Flaor, One Gateway Center
Pittsburgh, PA 15222
Ms. Linda M. Mumma,
' P.O. Box 30436
Bethesda, MD 2482�
Robert B. e
Counsel r Robert M. Mumma, II