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HomeMy WebLinkAbout04-03-14 (2) : In the Court of Common Pleas of ��: : Cumberland County, Pennsylvani� Estate of Robert M. Mumma, Deceased : c e � rn rn : No. 21-86-398 � � � � � � • � ;,,� �„ r. ...; a : Orphans Court Divisi�tn ;�- r-n W � m v� .., ;� v ., ..._ �::� c, �.:7 � �, � !� � c7 �,-� r� �,� � ._ -� c:> c .�` ,c^, RESPONSE OF ROBERT M. MUMMA,II TO MOTION IN LIMIl�6F LIS� � o MORGAN �' -,a � Robert M. Mumma, II (RMMII) has filed objections to all of the previous estate and trust accountings. Those objections are based on the inventory of the Estate of Robert M. Mumma. Simply put the stock of Pennsylvania Supply Company, High-Spec, Inc., and Lebanon Rock, Inc. was improper. The reasoning behind this position is RMMII's personal knowledge of the intentions of his father and grandfather Walter M. Mumma (WMM). It is acknowledged that Robert M. Mumma(RMM) and WMM had engaged in extensive estate planning with accountant Karl Felmeden and attorneys William Boswell and Earl Compton. WMM was the founder of Pennsylvania Supply Company, of Harrisburg (PSC). This company was WMM's legacy, built from scratch it became very successful. WMM and RMM intended that the grandchildren would inherit PSC stock and the businesses. This history can not be ignored. It describes the intentions of WMM and RMM, thus it is fundamental to deciding if the executors and trustees properly included the PSC stock( and assets) in the estate and subsequently in the trusts. It would have been far better to acknowledge that the four beneficiaries were the owners and avoid probate of this stock. Recently discovered evidence in a letter from Robert Schmidt a life insurance agent to the Equitable of Iowa Company leaves no doubt that only the four grandchildren are owners of the PSC and PSI companies. ( Exhibit L-��The letter cites the intention to preclude any in-laws (including Barbara McKimmie Mumma) from becoming involved with the businesses. The executors and trustees have engaged two major Pennsylvania law firms (�5c' �� Morgan Lewis and Bockius and Stradley Ronin Stephens and Young, and the Marston Law firm to conduct a campaign to destroy RMMII.. The purpose of this campaign is to reverse the intention of WMM and RMM that the businesses belong to the grandchildren, and convert their ownership and control to the executors and eventually the Marital trust and then Barbara McKimmie Mumma and Lisa Morgan. This "squeeze out" of RMMII has cost the Estate and Trustees over $10,000,000. It has cost each of the beneficiaries additional millions by diverting the assets they inherited from WMM. It has benefitted only the executors, trustees and attorneys. � The Schmidt letter clearly defines the reasoning for the life insurance. When RMM died over$4,000,000 of insurance was available to the companies owned outright by the beneficiaries , During the Buckly hearings there was no accounting for the insurance proceeds. The Court refused to allow an inspection of the financial records of the estate or trusts. If there is nothing to hide,then there should be no reason to restrict the executors and beneficiaries from exploring my allegations based on the information contained in the Schmidt letter, and for the auditor to decide if the beneficiaries were properly served by Lisa Morgan's $10,000,000 campaign to take over their inheritance from WMM. The law firms that contrived this scheme should be removed from representing anyone in this accounting procedure. They clearly were acting against Linda and Barbara Mumma while "squeezing out" RMMII. FOR THE ABOVE REASONS the Motion should be denied. � ����� Robert M. Mumma, II pro se Box F Grantham, PA 17027 717 448 1127 VERIFICATION I, Robert M. Mumma, II ,verify that the statements made in the foregoing Response to Motion in Limine of Lisa Morgan are true and correct to the best of my knowledge, information and belief. I understand that false statements herein are made subject to the penalties of 18 Pa. Cons. Stat.Ann. Sec. 4904 relating to unsworn falsification to authorities. Date: � zU��' r I,� �--_..x.L � , - r Robert M. Mumma, II CERTIFICATE OF SERVICE I, Robert M. Mumma, II, hereby certify that a copy of the foregoing Response to the Motion in Limine of Lisa Morgan to clarify voting rights was served on this date, first class mail, postage prepaid,to the following: Richard F. Rinaldo, Esquire Williams Coulson Johnson Lloyd Parker& Tedesco,LLC One Gateway Center, 16t" Floor Pittsburgh, PA 15222 Brady Green Anthony De Luca, Auditor Wilbraham Lawler and Buba 113 front Street 1818 Market St, 31St Floor Boiling Springs, PA 17007 Philadelphia, PA 19103 Ivo V. Otto, III, Esquire Martson Law Offices 10 East High Street Carlisle, PA 17013 Linda Mumma P.O.Box 30436 Bethesda, MD 28824 , � n r� ROBERT M. MUMMA, II , DATE: Z� (.VI� ��( � l.aw Offiae� . c� ��ra�d�e� R��t��� �te�r�ns c�: �a�n� . ��� o��c����� s�,� Ph3lndetphia,Petit�ylv�:ttia 19103-�0+3$ . {2351 56�-BUdQ To: W�.:1�.�am �. Zei:tex. Esqu�.re and E. ,It�seph �it�ch�eit��` - �� t�ate:. T��La.nt�a�'�y . �4 j27,�85 Sak�Jec� ' �t � . - x wauid lik� tc� have a meeting in Phi.Zad�lph�:a at our r���ices �t 1�D,D�i a.r�. an Tht�xs�ia�r, Ma� 4, 1989 wi�� tk�e $tt��z���:s 'baing -�i�t, ��,sa� Jcre and apprag��.a�� attc7�tiey� frnra Mar�ar�, I,�wis a�:d �tradT.e�r� �+c►nan, -2��rn ��:� La.�a have ad�rise� me that the� coul�.. ntake s��eh a z�e�t��g in aur offi��:s tha� m�axning an+� th� pu�pos� of �r�,,�:s' ntemr� i� to inqua.xe as tc� �,rhe�he.r �ach c�f �esu cou�:d also at�.er�d. • � Th� p�'im«��y p�rpo�e uf tlae meeta.�sg �vill be to d+��relc►p. • p�s�.t3:caris asti�th Kzm az�;8 'Lisa on �lae bi:g pi��ure �.te�xts wk�a.�h a�� c�pen �„�1 the C£#H �'i�gotiat' . : . . �„. The aquee�e-aut �f Bt�b',s shar�s. The i ssues h�r.� a.nc�t�d� whe��i�:r this �ai,1.7. be �c��mplis��d p�ior to or after the �a.a�a.�qr th� �ax :i.at�alicata.ons of the variaus squeeze-nut �cen��i:os a�rl the posi�ions vae shovtld tak� wi�h CRH ar� cc��ts a�d poter�ta�al: e��s��es. _ 2 . CRH has raised the qu�st�.on c�f arhet�:ex the trt�s���:� of t,h� n�ar3.tal trust are pr�p��ed t� �ell: the Nine N"iziet�-�Tiz�� s�a�es zn the marital �i�ust p�ior t� the fin�I. resolutio� o� 8ob'� appeal on �h� ���agra�Q� �3 a.ssue. rf ths txus��e.� are �ri�.3�,ir�q to s� s�.12 th+�se sl��:x�s, CR�•has stated that th+�� w�ruld want �e► have . certazn r�cisi.on rights ��' t�e e�en� it was �in�.11y d�:ts�e�nin,�d by �t� �.pprc�pri�t� c�t3.xt �hat�,fi�� trust,ees �i�d nc�t l�av� th� pbW�r trf s�al�� �re L�ill n��d tc� �cons�r��� under vrh�t ���ms ' ��:d co��i�is�r�s � i�' any - w� �ou�d ��z���:der a r�cisian �itua�txc��. 3 . W� �a�:ed tcs make su�� that w� undexrt�nd fxoui Kxm and I�isa �h� precise �d�ntity of the assets and l�,ab:��.itic�s w�i3�h a:xe �o l�� �aker� o�� af �1ine Nine�y-l�ine pr�.o�c to the cl.osing. T�es� wi�.l c�;rt�in3y a.nclude the asse�s d�scribed in E�hibit� A through � o� •�he Decemb�r 19, I.98� l�tter of intent. They m�y a1,so �.n�2u+3e 'ad�ii�ic��n�l as,s��ts nvt exgx��:s3.y co�rexed b�r the exh.ibi�s �m . t�e ls���r,fl� in�en� t sucY� a� sr,me 1ax�� at the �c�elstown Quarr� �:n� sc��ue I��d -- �z sal�s prc�c�ed� - rela�a.ng, to the S�.�d�r ���n} . ' �n the event tha.s list Qf r�taiinec� assets wi:21 iri�lude �'�a�� �.ss�t� n.ea�G �'�� e�c�r�ssi� a�.����s�a with CRFI f we will a�eed �a . ( , ' . ;' . ' . . ` . , r , c��4����p �a�i �pg��ach �o �R�i' ��ir thes�se a;t�s> Ix�; .ad�7.�,�tic��r sire ��er,,i ... , . �e► �a���3.�.� .eo��.�i.��:r �h� -]:�.�biliti:e� of N�ne N�.�ety-��:t:�� whi+c� .T. ` : a�� gr�i�� ta` '!�e x���sv�d -�r4m l�a:ne ,�7i�et�-'�a.n� g�i�rr.t.o `t�� . e � �1,���g, , , . . • . � . k .. �' . .. .. -� ... • . �. „'�� a�.3o+�a�fo�cs d.� the o�rerall. purchas� pr�.ce n��d � tca la� '���tieo�e�. In ��is. cat�n:ec�t�o�, we have �arepar�d ��ra ���_' . . .. �.]:lc����ics�a�s a�,d �se�harre �►r�v��ded �.ia.s appzaa�h in wr��i�g t i�3.mr.. !, �,��s� �� �xa�. 8aa�rd �at �..e�i9. Ma�on. I a� h��ri�g �aa�d �i�e1�.�r�:r�d . . �tsa Bill ��:�:��� t�his ��z�;i.�g,here- �� Phi:la��1��3;s a ���. c�f ir�±e_ ' . , ���.�r�ia�u.a�+�- 'b�ok�:� whY�c� h�s t�.e grc�gosed all��a��or� �nater�.�i� .a�d . � �. I aaa� s�d��+� a e��y �� �his ��ckl�t t� Jae A�e�i��..�.� �i� F.+�,��al � • � . _ ��R�r�r� ������Y�t. • . y - . , , , � , ; . . ` . � . �T8 ►a3.11 n��c� ��o d��r�lc�g m�s,��iati.n.g �c�si.�ions wit�ii . •r�s�ec�: �a �e t1��sl'��rld ��r th+� p�s�--�lasi�g inde��.ty, the tin� � � � �t��,��cl �r �h�z �����.t� a�8 t�� 'cap on �he i.�t�en��t�:. At o�r „ - .�e�f;�g� t�r;�.th Rox� ��3:1i�.� and Val�r�e La�i.biase in �+T�.sh�x�q�+cm l.ast ° , ',.t►�°e�l�, so�. ���rp���:d that fi�hk� ��ir�sha].� be �25�O.OETt�, �a� th� t�ne . . ° � ` per3:r�x far the i�it�e�►,ity.�e �la�r�.s �n�d+� w�.th�.n .a �ea� afte� , . �c�:+�„�! ��ri� the +��+�e�t�.ait o� �ile�3 � �e�u�n�s w�herez �� �i.r�e: - :, " �+�:r-�� _f�r ��33.�ns wc3v.].�. �e, t#a� st���te of l�,mit�.��,�+��. ��a� �,b�� � �+�tu�n iri ����tia�ri,� �d �r� ��ogos$d a cap or� tt�axe in+demni��ec3 ° � e��ix� 'tt� �:�.��°�,r�?�4: ��t+�t r,�. i�sux��.nee and �a�c af�ect s 3 . �RB �r�S.1 I� � � �r .. ,: . � 'a�o�t �er��i-z�l� x��� �.�+�ep� ��.�� �xasi�i.c�ns� and�w�e have tcr t�ev��o�r . . „ a. ft��ie�;, r����s:ati�g ��t��oaic�i ax� th��e ����es�- :� , , , . . T' fi�%�k ;i.t �roul.d be �,�r� tiutely to me�t �an M�� 4 i� �o:t� ;can �rr�r�g�e ��uz ���edule� �o ac�c�mmrida�� such an ��re�t. TY��.s f;s , '.:.: - . ' ; . � gi�c�d;.dag �c�r .��� �nd I,i� aa�c�. I�an a�. 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