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Home My WebLink About09-29-14 IN THE COURT OF COMMON PLEAS OF THE NINTH JUDICIAL DISTRICT CUMBERLAND COUNTY, PENNSYLVANIA IN RE: ESTATE OF ROBERT M � ORPHANS' COURT DIVISION MUMMA, DECEASED � � �� °�M� I ; ; I ° _ � � I , I � DOCKET NO. 21-86-0398 NOTICE OF TRANSMITTAL OF RECORD AND SERVICE OF LIST OF DOCUMENTS AND NOW this 29th day of September, 2014, notice is hereby given that the Clerk of Orphans' Court has transmitted the record on appeal to the Superior Court of Pennsylvania. Pursuant to Pa.R.A.P. 1931(d) a list of the record documents is attached to this notice. ,,. .-- � ' a M. Grayson, Esq., Register of Wills & Clerk of Orph s' urt Distribution: Charles E. Wasilefski Alex Matthew Hvizda Mark D. Bradshaw c� �> Daniel L. Sullivan � a � ; rn Kim berly M. Colonna C� -� �' `:' p Charlotte Ivy Dixon rn � �' � `i � .�, Kevin J. Kehner �~ ;�, � ' ' r'' _ , d � �.., ..., .� `' c� c� c , ,� �'C7 --r,9 ��'1 ,....., r. ., '- � ._r� —�-� . .....f �� \� . f�� CJ') G> a� -*� + _ _ 15145409292014 Cumberland County - Orphans Court Pa��29/2014 ORC621 Case No 1986-00398 STOCK OWNED BY THE RESIDUARY TRUST UNDER THE WILL OF ROBERT M MUMMA SR AND ANY TIMELY RESPONSE THERETO A HEARING IS SCHEDULED SJRCOPIES4MAILED34/14/14 COURTROOM 2 -BY THE COURT J WESLEY OLER CAJ 4/11/14 834 ORDER OF COURT DATED 4/11/14 IN RE PETITION OF BARBARA M MUMMA FOR PARTIAL IMMEDIATE IN-KIND DISTRIBUTION FROM RESIDUARY TRUST OR IN THE ALTERNATIVE TO DECLARE AND DETERMINE VOTING RIGHTS IN CERTAIN SHARES OF STOCK OF BOBALI CORPORATION CURRENTLY HELD IN THE RESIDUARY TURST CREATED PURSUANT TO THE LAST WILL AND TESTAMENT OF ROBERT M MUMMA AND ANY TIMELY RESPONSES THERETO A HEARING IS WESLEYLOnLER�SJ6COPIESAMAILED 4%14/140URTROOM 2 -BY THE COURT J CAJ 4/29/14 835 ORDER OF COURT DATED 04/29/14 IN RE MOTION IN LIMINE OF LISA M MORGAN TO EXCLUDE EVIDENCE AND TESTIMONY AS TO EVENTS AND ACTIONS PRIOR TO 7/17/10 OR AFTER 12/31/12 THE AGRUMENT THAT WAS SCHEDULED FOR 5/12/14 2 : 30 HAS BEEN RESCHEDULED TO 6/5/14 AT 2 :30 PM IN CHAMBERS OF THE UNDERSIGNED JUDGE OF THE CUMBERLAND COUNTY COURTHOUSE DUE TO CONFLICT WITH THE COURTS SCHEDULE BRIEFS SHALL BE DUE SEVEN DAYS BEFORE AGRUMENT -BY THE COURT J WESLEY OLER JR SJ COPIES MAILED 4/30/14 CAJ 4/30/14 836 ORDER OF COURT DATED 4/30/14 IN RE OBJECTIONS TO FINAL AUDITOR' S REPORT UPON CONSIDERATION OF VARIOUS OBJECTIONS TO THE FINAL AUDITORS REPORT FILED AND FOR REASONS STATED IN ACCOMPANYING OPINION IT IS ORDERED AND DIRECTED AS FOLLOWS 1 OBJECTIONS ARE DISMISSED AND THE ACCOUNTS TO WHICH OBJECTIONS HAVE BEEN FILED ARE CONFIRMED 2 IN ACCORDANCE WITH AUDITOR' S RECOMMENDATION A HEARING TO DETERMINE ATTORNEYS FEES AND COSTS IS SCHEDULED FOR 6/25/14 AT 9 :30 AM IN COURTROOM 4 -BY THE COURT J WESLEY OLER JR SJ COPIES MAILED 5/1/14 CAJ 5/06/14 837 SUPERIORACOURTDONR5%6/14TAL OF SUPPLEMENTAL RECORDS 775-836 TO CAJ 5/06/14 838 SUPPLEMENTAL RECORDSLCOPIESCMAnIL DDVIARUSPS �5/6/14T OF CAJ 5/07/14 839 NOTICE OF AUDITORS HEARING DATED 5/7/14 AUDITOR ANTHONY L DELUCA HAS SCHEDULED A HEARING FOR 6/24/14 AT 10 : 00 AM UNTIL 4 :30 PM IN THE COURTROOM OF THE OLD CUMBERLAND COUNTY COURTHOUSE IF NOT COMPLETED ON THAT DATE THE HEARING WILL COMMENCE AT 9 : 00 AM ON 6/25/14 THE HEARING SHALL CONTINUE A THIRD DAY IF NECESSARY ON 6/26/14 COMMENCING AT 9 : 00 AM THE PURPOSE OF HEARING IS TO HEAR TESTIMONY REGARDING OBJECTIONS CAJ 5/08/14 840 CERTIFICATE AND TRANSMITTAL OF RECORD __ 15145409292014 Cumberland County - Orphans Court Pa��29/2014 ORC621 Case No 1986-00398 CAJ 5/28/14 841 MUMMAEONFORDERAENTERED 4/30/14ARD RINALDO ON BEHALF OF BARBARA REQUEST FOR TRANSCRIPTS CERTIFICATE OF SERVICE CERTIFIED COPY OF DOCKET ENTRIES CAJ 5/28/14 842 PROOF OF SERVICE OF NOTICE OF APPEAL CAJ 5/28/14 843 1N�I�CESENTAUPSATOFSUPERBIORRCO RTDONI5/2g�lON BEHALF OF BARBARA CAJ 5/29/14 844 M�I�CEIOFONPORDERFENTERED 04%0/04TOOLE ON BEHALF OF ROBERT M REQUEST FOR TRANSCRIPTS PROOF OF SERVICE CERTIFIED COPY OF DOCKET ENTRIES WSZ 5/30/14 845 SUPERIORFCOURTAONT05/30/2014LED BY SHAUN O'TOOLE SENT UPS TO WSZ 5/30/14 846 APPEARANCE PRAECIPE-TO ENTER APPEARANCE OF SHAUN O'TOOLE AS COUNSEL MORE SPECIFICALLY FOR THE HEARINGS TO BE CONDUCTED IN RELATION TO THE OBJECTIONS FILED BY ROBERT M MUMMA II TO THE ACCOUNTS FILED BY THE TRUSTEE OF THE MARITAL TRUST AND THE DOCKETAENTRYUAMENDEDR6/13/H4 TORREFL�ECT�THE/SPECIF�ICATION/OF/THE APPEARANCE PRAECIPE MAW 6/02/14 847 ORDER OF COURT DATED 5/30/14 IT IS ORDERED AND DIRECTED THAT THE APPELLANT BARBARA M MUMMA FILE OF RECORD AND SERVE ON THIS JUDGE WITHIN TWENTY-ONE DAYS OF THIS DATE A CONCISE STATEMENT OF ERRORS COMPLAINED OF ON APPEAL RELATING TO HER NOTICE OF APPEAL FILED ON 5/28�14 ANY ISSUE NOT PROPERLY INCLUDED IN THE CONCISE STATMENT TIME Y FILED AND SERVED PURSUANT TO RULE 1925 (B) SHALL BE DEEMED WAIVED BY THE COURT J WESLEY OLER JR SJ COPIES MAILED 6/2/14 HMW 6/02/14 848 ACKNOWLEDGEMENT OF RECEIPT RECEIVED FROM SUPERIOR COURT ON 5/30/14 IN RE BARBARA MUMMA NOTICE OF APPEAL CAJ 6/02/14 849 ORDER OF COURT DATED 6/2/14 IN RE NOTICE OF APPEAL TO SUPERIOR COURT IT IS ORDERED AND DIRECTED THAT APPELLANT ROBERT M MUMMA II FILE OF RECORD AND SERVE ON THIS JUDGE WITHIN 21 DAYS OF THIS DATE A CONCISE STATEMENT OF ERRORS COMPLAINED OF ON APPEAL RELATING TO 15145409292014 Cumberland County - Orphans Court Page 90 ORC621 9/29/2014 Case No 1986-00398 HIS NOTICE OF APPEAL FILED ON 5/29/14 ANY ISSUE NOT PROPERLY INCLUDED IN THE CONCISE STATEMENT TIMELY FILED AND SERVED PURSUANT TO RULE 1925 (B) SHALL BE DEEMED WAIVED -BY THE COURT J WESLEY OLER JR J COPIES MAILED 6/3/14 CAJ 6/03/14 850 06 0�/20D4EINNRE�ROBERTIMTMUMMAIIIDNOT�CESOFEAPPEALOURT ON WSZ 6/04/14 851 SUPERIOR COURT APPEAL DOCKET SHEET FOR APPEAL OF BARBARA M MUMMA DOCKET NO 905 MDA 2014 RECORD DUE 7/28/14 CAJ 6/05/14 852 SUPERIOR COURT APPEAL DOCKET SHEET FOR APPEAL OF ROBERT M MUMMA II DOCKET NO 921 MDA 2014 RECORD DUE 07/28/2014 wsz 6/06/14 853 ORDER OF COURT DATED 6/6/14 IN RE MOTION IN LIMINE OF LISA M MORGAN TO EXCLUDE EVIDENCE AND TESTIMONY AS TO EVENTS AND ACTIONS PRIOR TO 7/17/10 OR AFTER 12/31/12 FOLLOWING ORAL ARGUMENT ON 6/5/14 IT APPEARING THAT THE OBJECTIONS FILED TO THE ACCOUNTS IN QUESTION AND REFERRED TO AUDITOR ANTHONY L DELUCA ARE BASED LARGELY UPON ISSUES THAT HAVE ALREADY BEEN LITIGATED IN THIS ESTATE AND HAVE BEEN DETERMINED ADVERSELY TO THE OBJECTANT IN THE COURSE OF AN AUDITORS PROCEEDING FINAL AUDITORS REPORT DISMISSAL OF OBJECTIONS TO THE AUDITORS REPORT DISMISSAL OF OBJECTIONS TO THE AUDITORS REPORT AND CONFIRMATION OF PRIOR ACCOUNTS (NEXT) 6/06/14 854 (CONT) MOTION IN LIMINE IS GRANTED TO THE EXTENT THAT EVIDENCE TENDING TO RELITIGATE ISSUES OF LAW AND FACT PREVIOUSLY DETERMINED IN THIS ESTATE SHALL BE EXCLUDED FROM THE FORTHCOMING AUDITORS HEARING TO BE CONDUCTED BY ANTHONY L DELUCA ON OBJECTIONS FILED TO COPIES MAI�DT6/9/14D 9/6/13-BY THE COURT J WESLEY OLER JR J CAJ 6/13/14 855 ORDER OF COURT DATED 6/9/2014 IN RE PETITION OF BARBARA M MUMMA FOR PARTIAL IMMEDIATE INKIND DISTRIBUTION FROM RESIDUARY TRUST OR IN THE ALTERNATIVE TO DECLARE AND DETERMINE VOTING RIGHTS IN CERTAIN SHARES OF STOCK OF BOBALI CORPORATION CURRENTLY HELD IN THE RESIDUARY TRUST CREATED PURSUANT TO THE LAST WILL OF ROBERT M MUMMA AND OF THE MOTION OF LISA M MORGAN FOR AN ORDER CLARIFYING HER RIGHT TO VOTE SHARES OF BOBALI CORPORATION STOCK OWNED BY THE RESIDUARY TRUST UNDER THE WILL OF ROBERT M MUMMA SR THIS RECORD IS DECLARED CLOSED AND THE MATTER IS TAKEN UNDER ADVISEMENT CONT 6/13/14 856 CONTINUED FROM ABOVE BRIEFS ON THIS ISSURE SHALL BE SUBMITTED TO THE COURT ON OR BEFORE COPIEDAMAILED26/13/2014E COURT J WESLEY OLER JR SJ 15145409292014 Cumberland County - Orphans Court Pa��29/2014 ORC621 Case No 1986-00398 DMB 6/20/14 857 MOTION FOR CONTINUANCE CAJ 6/20/14 858 CONCISE STATEMENT OF ERRORS COMPLAINED OF ON APPEAL BY APPELLANT BARBARA M MUMMA CAJ 6/23/14 859 MOTION OF LISA M MORGAN TO QUASH SUBPOENA SERVED ON AND FOR PROTECTIVE ORDER AS TO DISCOVERY FROM MORGAN LEWIS & BOCKIUS LLP CAJ 6/23/14 860 CONCISE STATEMENT OF MATTERS COMPLAINED OF ON APPEAL BY APPELLANT ROBERT M MUMMA II WSZ 6/24/14 861 ORDER OF COURT DATED 6/24/14 IN RE MOTION FOR CONTINUANCE OF HEARING REGARDING ATTYS FEES AND COSTS FILED ON 6/20/14 IT APPEARING (A) COUNSEL FOR LISA M MORGAN OPPOSES THE CONTINUANCE (B) HEARING HAS BEEN SCHEDULED SINCE 4/30/14 (C) THE ISSUE WHICH IS THE SUBJECT OF THE HEARING HAS BEEN EVIDENT SINCE THE FILING OF AUDITORS REPORT ON 8/7/13 (D) THE MOVANTS CURRENT COUNSEL IS ATLEAST THE 16TH ATTORNEY ENGAGED BY THE MOVANT IN THIS ESTATE AND (E) THE MOVANT HAS VIGOROUSLY COMPLAINED OF THE DELAY IN THE RESOLUTION OF THIS ESTATE THE MOTION FOR CONTINUANCE IS DENIED BY THE COURT J WESLEY COPIES MAILED 6/24/14 CAJ 6/25/14 862 MOTION OF BARBARA M MUMMA FOR AN ORDER THAT THE ACCOUNTS FILED BY THE TRUSTEE FOR AN ORDER THAT THE ACCOUNTS FILED BY THE TRUSTEE THROUGHM�12/31/12 BEEEAXAMINEDAAND�AUDITEDTBY THE COURTEIT�SELF/IN10 THE FIRST INSTANCE AND NOT BY THE NEWLY APPOINTED AUDITOR HMW 6/26/14 863 ORDER OF COURT DATED 6/26/14 IN RE MOTION OF BARBARA M MUMMA PURSUANT TO 20 PA CS 3511 FOR AN ORDER THAT THE ACCOUNTS FILED BY THE TRUSTEE LISA M MORGAN IN THE ABOVE CAPTIONED MATTER FOR THE PERIOD 7/18/10 THROUGH 12/31/12 BE EXAMINED AND AUDITED BY THE COURT ITSELF IN THE FIRST INSTANCE AND NOT BY THE NEWLY-APPOINTED AUDITOR UPON CONSIDERATION OF THE ABOVE CAPTIONED MOTION A RULE IS HEREBY ISSUED UPON ALL INTERESTED PARTIES TO SHOW CAUSE WHY THE RELIEF REQUESTED SHOULD NOT BE GRANTED RULE RETURNABLE WITHIN 20 DAYS FROM THE DATE OF THIS ORDER -BY THE COURT J WESLEY OLER JR J COPIES MAILED 6/26/14 CAJ 6/30/14 864 ORDER OF COURT DATED 6/30/14 IN RE MOTION OF LISA M MORGAN TO QUASH SUBPOENA SERVED ON AND FOR PROTECTIVE ORDER AS TO DISCOVERY FROM MORGAN LEWIS & BOCKIUS LLP A RULE IS ISSUED UPON ALL OTHER INTERESTED PARTIES TO SHOW CAUSE WHY THE RELIEF REQUESTED SHOULD NOT BE GRANTED RULE RETURNABLE WITHIN 15 DAYS OF THE DATE OF THIS ORDER -BY THE COURT J WESLEY OLER JR J COPIES MAILED 6/30/14 CAJ 15145409292014 Cumberland County - Orphans Court Pa��29/2014 ORC621 Case No 1986-00398 6/30/14 865 ORDER OF COURT DATED 6/30/14 IN RE ASSESSMENT OF ATTYS FESS AND COSTS RELATED TO AUDITORS PROCEEDING FOLLOWING A HEARING HELD 6/25/14 IN ACCORDANCE WITH AUDITORS REPORT AND RECOMMENDATIONS DATED 8/7/13 THE COURT FINDING THE FEES FOR MORGAN LEWIS & BOCKIUS LLP $690129 . 00 AND MARTSON LASW OFFICES IN THE AMOUNT OF $218790 . 75 WERE FAIR REASONABLE AND NECESSARY GIVEN THE COMPLEXITY AND SIZE OF THE ESTATE AND FINDING THE AUDITORS COSTS WERE RECOMMENDATIONDTHAT 50%ROFBATTYSIFEESROFMTHE ESTATE%UTRUSTS AND 50% OF AUDITORS COSTS SHOULD BE BORNE BY ROBERT M MUMMA II (NEXT) 6/30/14 866 (CONT) IT IS ORDERED AND DIRECTED THAT ROBERT M MUMMA II SHALL BE RESPONSIBLE FOR 50% OF THE SAID ATTYS FEES AND AUDITORS COSTS IN THE TOTAL AMOUNT OF $521, 160 .21 AND SHALL REMIT THE SAME WITHIN 30 DAYS OF THE DATE OF THIS ORDER NOTHING HEREIN IS INTENDED TO LIMIT THE SHARE OF THE BALANCE OF SUCH ATTY FESS AND AUDITORS COSTS THAT WOULD OTHERWISE BE INCURRED BY THE SAID ROBERT M MUMMA II IN COMMON WITH THE OTHER BENEFICIARIES IN HIS CAPACITY AS BENEFICIARY �6/30/14STATE/TRUSTS -BY THE COURT J WESLEY OLER SJ COPIES MAILED CAJ 7/Ol/14 867 MOTION OF NON-PARTY MORGAN LEWIS & BOCKIUS LLP TO QUASH SUBPOENA AND FOR PROTECTIVE ORDER CAJ 7/08/14 868 ORDER OF COURT DATED 7/7/14 IN RE MOTION AND PETITION REGARDING BOBALI CORPORATION IT IS ORDERED AND DIRECTED AS FOLLOWS 1 THE MOTION OF LISA M MORGAN IS GRANTED TO THE EXTENT THAT IT SEEKS A CLARIFICATION OF HER RIGHT TO VOTE SHARES OF BOBALI CORPORATION STOCK OWNED BY THE RESIDUARY TRUST UNDER THE WILL AND HER AUTHORITY TO VOTE THE 1 .4044 SHARES IN THE SAID CORPORATION FOUND BY THE HONORABLE BRUCE F BRATTON TO BE OWNED BY THE SAID RESIDUARY TRUST IN ACCORDANCE WITH HER OWN JUDGMENT IN HER CAPACITY AS TRUSTEE IS CLARIFIED AND CONFIRMED 2 THE PETITION OF BARBARA M MUMMA IS DENIED INSOFAR AS IT SEEKS AN ALTERNATIVE (NEXT) 7/08/14 869 (CONT) RESOLUTION OF THE AUTHORITY-TO-VOTE ISSUE OR AN ORDER DIRECTING THE TRUSTEE TO IMMEDIATELY DISTRIBUTE THE BOBALI CORPORATE STOCK TO THE REMAINDERMEN IN KIND AND 3 NO OTHER RELIEF IS AFFORDED TO ANY PARTY -BY THE COURT J WESLEY OLER JR J COPIES MAILED 7/8/14 CAJ 7/09/14 870 NOTICE OF AUDITOR' S HEARING ANTHONY L DELUCA ESQUIRE APPOINTED BY THE COURT HAS SCHEDULED A HEARING FOR 09/29/2014 BEGINNING AT 10 : 00 AM IN THE COURTROOM OF THE OLD COURTHOUSE IF NOT COMPLETED THE HEARING WILL COMMENCE IFANECESSARY�ON10/0�/20�42COMMENnCINGAAT 9�30IAME FOR A THIRD DAY 7/18/14 871 ANSWER WITH NEW MATTER OF LISA M MORGAN TO MOTION OF BARBARA M MUMMA PURSUANT TO 20 PA CS 3511 FOR AN ORDER THAT THE ACCOUNTS 15145409292014 Cumberland County - Orphans Court Pa��29/2014 ORC621 Case No 1986-00398 FILED BY THE TRUSTEE LISA M MORGAN IN THE ABOVE CAPTIONED MATTER FOR THE PERIOD 7/18/10 THROUGH 12/31/12 BE EXAMINED AND AUDITED BY THE COURT ITSELF IN THE FIRST INSTANCE AND NOT BY THE NEWLY-APPOINTED AUDITOR CAJ 7/18/14 872 ORDER OF COURT DATED 7/18/14 IN RE DOCUMENT FROM LINDA M MUMMA A PRO SE PARTY SHALL BE TREATED AS A PRAECIPE INDICATING HER CHANGE OF ADDRESS FOR PURPOSES OF THE RECORD -BY THE COURT J WESLEY OLER JR J COPIES MAILED 7/21/14 CAJ 7/21/14 873 CAJEPTIONS OF ROBERT M MUMMA II TO THE ORDER ENTERED ON 6/30/14 7/25/14 874 pET�TION FORHADJUDICATION/STA EMENTTOF PROPO�EDRDBSTRIBUT ON DB1 7/25/14 875 PET�TION�FORHADJUDICATION/STAT MENT OFEPROPOSED D�STRIBUTION� DB1 7/31/14 876 ORDER OF COURT DATED 7/31/14 IN RE MOTION TO VACATE APPOINTMENT OF AUDITOR UPON CONSIDERATION OF THE MOTION OF BARBARA M MUMMA FOR THE�PERIOD OF 7�18/10�ROUGHII2/3B/12HBETEUXAMINEDIANDMAUDIT D BYR THE COURT ITSEL IN THE FIRST INSTANCE AND NOT BY THE NEWLY-APPOINTED AUDITOR THE MOTION TO VACATE THE 11/7/13 APPOINTMENT OF AUDITOR ANTHONY L DELUCA IS DENIED -BY THE COURT J WESLEY OLER JR S .J. COPIES MAILED 7/31/14 CAJ 8/04/14 877 NOTICE OF APPEAL FILED BY RICHARD RINALDO FOR BARBARA M MUMMA REQUEST FOR TRANSCRIPTS CERTIFICATE OF SERVICE CERTIFIED COPY OF DOCKET ENTRIES CAJ 8/04/14 878 PROOF OF SERVICE FILED BY RICHARD RINALDO CAJ 8/05/14 879 NOTICE OF APPEAL FILED BY SHAUN O' TOOLE FOR ROBERT M MUMMA II REQUEST FOR TRANSCRIPTS CERTIFICATE OF SERVICE CERTIFIED COPY OF DOCKET ENTRIES CAJ 8/05/14 880 SENTCTO�S PERIOR COURT UPSRON g�D/R4NALD0 FOR BARBARA M MUMMA CAJ 15145409292014 Cumberland County - Orphans Court Page 94 ORC621 9/29/2014 Case No 1986-00398 8/05/14 881 TOTSUPERIORPCOURTFUPSDONY8/5%14 O' TOOLE FOR ROBERT MUMMA II SENT CAJ 8/06/14 882 ORDER OF COURT DATED 8/5/14 IT IS ORDERED AND DIRECTED THAT APPELLANT BARBARA M MUMMA FILE OF RECORD AND SERVE ON THIS JUDGE WITHIN TWENTY ONE DAYS OF THIS DATE A CONCISE STATEMENT OF ERRORS COMPLAINED OF AN APPEAL RELATING TO HER NOTICE OF APPEAL FILED ON 8/4/14 AN ISSUE NOT PROPERLY INCLUDED IN THE CONCISE STATEMENT TIMELY FILED AND SERVED SHALL BE DEEMED WAIVED BY THE COURT J WESLEY OLER JR SJ COPIES MAILED 8/6/14 HMW 8/06/14 883 ORDER OF COURT DATED 8/6/2014 IT IS ORDERED AND DIRECTED THAT APPELLANT ROBERT M MUMMA II FILE OF RECORD AND SERVE ON THIS JUDGE WTIHIN 21 DAYS OF THIS DATES A CONCISE STATEMENT OF ERRORS COMPLAINED OF ON APPEAL RELATING TO HIS NOTICE OF APPWAL FILED ON 8/5/2014 ANY ISSUE NOT PROPERLT INCLUDED IN THE CONCISE STATEMENT TIMELY FILED AND SERVED SHALL BE DEEMED WAIVED BY THE COURT J WESLEY OLER JR SJ COPIES MAILED 8/6/2014 DMB 8/08/14 884 ACKNOWLEDGEMENT OF RECEIPT RECEIVED FROM SUPERIOR COURT FILED BY RICHARD RINALDO ON BEHALF OF BARBARA M MUMMA CAJ 8/08/14 885 ACKNOWLEDGEMENT OF RECEIPT RECEIVED FROM SUPERIOR COURT FILED BY SHAUN O'TOOLE ON BEHALF OF ROBERT M MUMMA II CAJ 8/11/14 886 SUPERIOR COURT APPEAL DOCKET SHEET IN RE APPEAL OF BARBAR.A M MUMMA DOCKET NO 1322 MDA 2014 RECORD DUE 10/6/14 CAJ CAJ 8/11/14 887 SUPERIOR COURT APPEAL DOCKET SHEET INRE APPEAL OF ROBERT M MUMMAII DOCKET NO 1321 MDA 2014 RECORD DUE 10/06/14 CAJ 8/25/14 888 CONCISE STATEMENT OF MATTERS COMPLAINED OF ON APPEAL BY APPELLANT BARBARA M MUMMA CAJ 8/25/14 889 OBJECTIONS/EXCEPTIONS TO ACCOUNT OF THE RESIDUARY TRUST UNDER THE WILL OF ROBERT M MUMMA FILED BY RICHARD RINALDO ON BEHALF OF BARBARA MUMMA CAJ 8/25/14 890 OBJECTIONS/EXCEPTIONS TO ACCOUNT OF THE MARITAL TRUST UNDER THE WILL OF ROBERT M MUMMA FILED BY RICHARD RINALDO FOR BARBARA MUMMA 15145409292014 Cumberland County - Orphans Court Page 95 ORC621 9/29/2014 Case No 1986-00398 CAJ 8/26/14 891 OBJECTIONS TO ACCOUNT FO THE MARITAL TRUST UNDER THE WILL OF ROBERT M MUMMA FILED BY SHAUN O'TOOLE ON BEHALF OF ROBERT M MUMMA II CAJ 8/26/14 892 OBJECTIONS TO ACCOUNT FO THE RESIDUAL TRUST UNDER THE WILL OF ROBERT M MUMMA FILED BY SHAUN O 'TOOLE ON BEHALF OF ROBERT M MUMMA II CAJ 8/27/14 893 MOTION OF LISA M MORGAN TO MAKE RULE ABSOLUTE CAJ 8/27/14 894 CONCISE STATEMENT OF ERRORS COMPLAINED OF ON APPEAL BY APPELLANT ROBERT M MUMMA II WSZ 8/28/14 895 ORDER OF COURT DATED 08/26�2014 IN RE OBJECTIONS FILED TO THE ACCOUNT OF LISA M MORGAN T USTEE FOR THE RESIDUAL TRUST UNDER THE WILL OF ROBERT M MUMMA ANTHONY L DELUCA ESQUIRE IS APPOINTED AUDITOR BY THE COURT ALBERT H MASLAND JUDGE COPIES MAILED 08/28/2014 wsz 8/28/14 896 ORDER OF COURT DATED 08/26/2014 IN RE OBJECTIONS FILED TO THE ACCOUNT OF LISA M MORGAN TRUSTEE FOR THE MARITAL TRUST UNDER THE WILL OF ROBERT M MUMMA ANTHONY L DELUCA ESQUIRE IS APPOINTED AUDITOR BY THE COURT ALBERT H MASLAND JUDGE COPIES MAILED 08/28/2014 WSZ 8/29/14 897 APPOINTMENT OF AUDITOR ACCEPTED BY ANTHONY L DELUCA ESQUIRE WSZ 9/03/14 898 ORDER DATED 8�30/14 IN RE LISA M MORGANS MOTION TO MAKE RULE ABSOLUTE THE ULE TO SHOW CAUSE ISSUED IN THIS MATTER ON 6/30/14 IS MADE ABSOLUTE THE SUBPOENA ISSUED BY ROBERT M MUMMA II ON MORGAN LEWIS & BOCKIUS IS QUASHED AND A PROTECTIVE ORDER IS ISSUED PROHIBITING ANY FURTHER DISCOVERY FROM MORGAN LEWIS & BOCKIUS WITHOUT ORDER OF COURT BY THE COURT J WESLEY OLER SR J COPIES MAILED 9/3/14 HMW 9/10/14 899 OPINION IN RE ORDER OF COURT IN QUESTION DATED 7/7�14 MOTION OF LISA M MORGAN TRUSTEE FOR THE RESIDUARY TRUST FOR HE AN ORDER CLARIFYING HER RIGHT TO VOTE SHARES OF BOBALI CORPORATION STOCK OWNED BY THE RESIDUARY TRUST UNDER THE WILL OF ROBERT M MUMMA SR AND PETITON OF BARBARA M MUMMA FOR PARTIAL IMMEDIATE IN-KIND DISTRIBUTION FROM RESIDUARY TRUST OR IN THE ALTERNATIVE TO DECLARE AND DETERMINE VOTING RIGHTS IN CERTAIN SHARES OF STOCK OF BOBALI - -.-_ 15145409292014 Cumberland County - Orphans Court Pa��29/2014 ORC621 Case No 1986-00398 CORPORATION CURRENTLY HELD IN RESIDUARY TRUST HMW 9/23/14 900 6%9%14RINTCOURTROOM9214 IN RE TRANSCRIPT OF PROCEEDINGS HELD CAJ 9/25/14 901 9/25/2014PINETHISADE�EDEN�S ESTATENCASE APPEALSPHAVE2BEENTF�ILED IN THE SUPERIOR COURT AT NO 905 MDA 2014 AND 921 MDA 2014 BY TWO BENEFICAIARIES FROM AN ORDER OF THIS COURT DATED 4/30/2014 DISMISSING OBJECTIONS TO A FINAL AUDITORS REPORT THE ORDER APPEALED FROM WAS ACCOPANIED BY A 28 PAGE OPINION SEE OPINION BY THE COURT J WESLEY OLER JR SJ COPIES MAILED 9/26/2014 DMB : ORPHANS' COURT DIVISION . COURT OF COMMON PLEAS OF In Re: Robert M.Mumma,Deceased . CUMBERLAND COLTNTY . PENNSYLVANIA . N0.21-86-0398 CERTIFICATE OF SERVICE OF ORDER ORDER DATE: 9/26/14 JUDGE'S INITIALS: JWO TIME STAMP DATE: 9/29/14 IN RE: NOTICE OF TRANSMITTAL OF RECORD AND SERVICE OF LIST OF DOCUMENTS ............................................................................................................................ SERVICE TO: Ivo V Otto III Martson Law Offices 10 East Hi�h Street Carlisle PA 17013 Bradv L Green 1818 Market Street 315Y Floor Philadelphia PA 19103 Anthonv L DeLuca 113 Front Street PO Box 358 Boiline Springs PA 17007 METHOD OF MAILING: ENVELOPES PROVIDED BY: �USPS �PETITIONER ��R ❑NDGE ❑HAND DELIVERED ❑ CLERK OF ORPHANS COURT ❑OTHER MAILED: 9/30/14 ............................................................................................................................ SERVICE TO: Shaun O'Toole 220 Pine Street Harrisburp_PA 17101 Joseph D Bucklev 1237 Hollv Pike Carlisle PA 17013 Richard F Rinaldo Williams Coulson Johnson Llovd Parker&Tedesco One Gateway Center 16�'FL Pittsbur�h PA 15222 Linda M.Mumma PO Box 70 Mechanicsburg PA 17055 METHOD OF MAILING: ENVELOPES PROVIDED BY: �USPS �PETITIONER �� ❑ JUDGE ❑HAND DELIVERED ❑ CLERK OF ORPHANS COURT ❑ OTHER MAILED:09/30/14 � �, �� Deputy Clerk of Orphans' Court