The URL can be used to link to this page

Home My WebLink About10-01-14 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 � ,y o< <uM, I ; ; � � _ � o 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. ��y�.--,' Lisa M. Grayson, Esq., Register of Wills & Clerk of Orphans' Court N Corrected Distribution: c � � rn Ivo V. Otto III � � � �' Q � ---1 r� 7J Brady L. Green �,; ? � W� c� Anthony L. DeLuca r' �� :"' � '''Y c, ;. �:� - Shaun O'Toole � � =a K-=� Joseph D. Buckley � � =� � ry -i Richard Rinaldo `:f rv �-. rn Linda M. Mumma ' �, �; o .. c� `�, 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 SJRCOPIE54MAILED34/14/14 COURTROOM 2 -BY THE COURT J WESLEY OLER CAJ 4/11/14 834 ORDER OF COURT DATED 4L11/14 IN RE PETITION OF BARBAR.A 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 CORPOR.ATION CURRENTLY HELD IN THE RESIDUARY TURST CREATED PURSUANT TO THE LAST WILL AND TESTAMENT OF S�HEDULED FRM�J6�I�AT�TLEDY4/14�140URTROOME20_ABYHTAHRE.ICOURT J WESLEY OLE CAJ 4/29/14 835 ORDER OF COUR.T DATED 04129/14 IN RE MOTION IN LIMINE OF LI5A M PRIOR T0�7�17��E EVIDENCE � �ESTIMONY AS TO EVENTS AND ACTIONS 10 OR AFTER 12 31 12 THE AGRUM NT THAT WAS SCHEDULED FOR 5/12/14 2 :30 HAS BEEN RESCH DULED TO 6/5 14 AT 2 :30 PM IN CHIIMBERS OF THE UNDERSIGNED JUDGE OF THE CUM ERLAND 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/Z4 836 ORDER OF COURT DATED 4L30/14 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 I�EARING TO DETERMINE ATTORNEYS FEES AND COSTS IS SCHEDULED FOR 6/25�14 AT 9 :30 AM �N COUR.TROOM 4 -HY THE COURT J WESLEY OLER JR SJ COrIES MAILED 5 1/14 CAJ 5/06/14 837 CERTIFICATE AND TR.AI�jSMITTAL OF SUPPLEMENTAL RECORDS 775-836 TO SUPERIOR COURT ON 5/6/14 CAJ 5/Obj14 838 SUPPLEMENTALARECORDSLCOPIESCMAILEDDVIARUSPS �5/6�14T OF CAJ 5/07/].4 839 NOTICE OF AUDITORS HEARING DA ED 5/7[14 AUDITOR ANTHONY L DELUCA HAS SCHEDULED A HEARING FOR 6 24/14 AT lO : OQ AM UNTIL 4 :30 PM IN THE COURTROOM OF THE OLD CUMB RLAND 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 NECESSAR.Y ON 6L26L14 COMMENCING AT 9 :00 AM THE PURPOSE OF HEARING IS TO HEAR TESTIMONY REGARDING OBJECTIONS CAJ 5/08/14 840 CERTIFICATE AND TR.ANSMITTAL OF RECORD 15145409292014 Cumberland County - Orphans Court Pa��29�2014 ORC621 Case No 1986-00398 CAJ 5/28/14 841 NOTICE OF APPEAL FILED B� R�CHARD RINALDO ON BEHALF OF BARBARA MUMMA ON ORDER ENTERED 4 30 14 REQUEST FOR TRANSCRIPTS CERTIFICATE OF SERVICE CERTIFIED COPY OF DOCKET ENTRIES CAJ 5/28/14 842 CP�RJ F OF SERVICE OF NOTICE OF APPEAL 5/2$/14 843 MOUT�I�ESENTAUPSATJOFSUPERBORRCOTRTDONI5%28%lON BEHALF OF BARBARA CAJ 5/29/14 844 NOTICE OF APPEAL FILED BY S UN O'TOOLE ON BEHALF OF ROBERT M MUMMA IT ON ORDER ENTERED 04�30/14 REQUEST FOR TRANSCRIPTS PROOF OF SERVICE CERTIFIED COPY OF DOCKET ENTRIES WSZ 5/30/14 845 NOTICE OF APPEAL THA WAS FILED BY SHAUN O'TOOLE SENT UPS TO SUPERIOR COURT ON 05�30/2014 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 MAR T TRUST AND TH RESIDUARY TRUST COVERING HE PERIOD OF 7 1�10 THROUGH 12 31/12 DOCKET ENTRY AMENDED 6113TJ14 TO REFLECT HE SPECIFICATION OF THE APPEAR.ANCE PRAECIPE MAw 6/02/14 847 ORDER OF COURT DATED 5 30/14 IT IS ORDERED AND DIRECTED THAT THE APPELLANT BARBAR.A M FILE OF RECORD AND SERVE ON THIS JUDGE WITHIN TWENTY-ONE DAYS OF THIS DATE A CONCISE STATEMENT OF ERRORS COMP INED �F 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 $E 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 BARBAR.A MUMMA NOTICE OF APPEAL CAJ 6/02/14 849 ORDER OF COURT DATED_ 612114 IN RE NOTICE OF APPEAL TO SUPERIOR COURT IT IS ORDERED AND DIRECTED THAT APPELLANT ROBERT M MUMMA TI 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 Pa��29/2014 ORC621 Case No 1986-00398 HIS NOTICE OF APPEAL FILED ON 5/29L14 ANY ISSUE NOT PROPERLY INCLUDED IN THE CONCISE STATEMENT TIMELY FILED AND SERVED PURSUANT TO RULE 1925 (B) SHAL BE DEEMED WAIVED -BY THE COURT J WESLEY OLER JR J COPIES MAILED 6�3/14 CAJ 6/03/14 850 WSKNOOl+�2E�D4EZiNNRE�ROBERTIMT RMUN�EAIiIDNOT�ICESOFEAPPEALOURT ON G / 6/04f14 851 SUPERIOR COURT APPEAL DOCKET SHEET FOR APPEAL OF BA.RBARA 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 MUNIMA II DOCKET NO 92 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 P��IOR T0�7�17 lOEORVAFTEREI2 31/TE2TFO�LLOWINGTORALEARGUMENTAONIONS 6j5/14 IT PP ING 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 HEAR.ING TO BE CONDUCTED B7� ANTHONY L DELUCA ON OBJECTIONS FILED TO RECENT ACCOUNTS FILED 9/6/13-BY THE COURT J WESLEY OLER JR J COPIES MAILED 6/9/14 CAJ 6/13f14 855 ORDER OF COURT DATED 6/9/2014 IN RE PETITION OF BARBAR.A 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 MLTMMA AND OF THE MOTION OF LISA M MORGAN FOR AN ORDER CLARTFYING HER RIGHT TO VOTE SHARES OF BOBALI CORPOR.ATION STOCK OWNED BY THE RESIDUARY TRUST UNDER THE WILL OF ROBERT M MUNIlN�, SR THIS RECORD IS DECLA.RED CLOSED AND THE MATTER IS TAKEN UNDER ADVISEMENT CONT 6/13/14 856 CONTINUED FROM ABOVE BRIEFS ON H S ISSURE SHALL BE SUBMITTED TO THE COURT ON OR BEFORE THURSDAY 7�3�201,4 BY THE COURT J WESLEY OLER JR SJ COPIES MAILED 6/13/2014 15145409292014 Cumberland County - Orphans Court pa��29/2014 ORC621 Case No 1986-00398 DMB 6/20j14 857 CAJION FOR CONTINUANCE 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 8bl ORDER OF COURT DATED 6/24L14 IN RE MOTION FOR CO INUANCE OF HEARING REGARDING ATTYS FEES AND COSTS FILED ON 6 20/14 IT APPEARING (A) COUNSEL FOR LISA M MORGAN OPPOSES T E CONTINUANCE (B)HEARING HAS BEEN SCHEDULED SINCE 4/30[14 (C)THE ISSUE WHICH IS THE SUBJECT OF THE HA1�ING HAS BEEN EVIDENT SINCE THE FILING OF AUDITORS REPORT ON 8�7j13 (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 MOTIO FOR CONTINUANCE IS DENIED BY TFiE COURT J WESLEY COPIES MAILED 6�24j14 CAJ 6/25/14 862 MOTION OF HARBAR.A M MUMMA FOR AN ORDER THAT THE ACCOUNTS FILED BY THE TRUSTEE FOR AN ORDER THAT THE ACCOUNTS FILED BY THE TRUSTE LISA M MOR IN THE ABOVE CAPTIONED MATTER FOR THE PERIOD 7/8 10 THROUGH 12 31L12 BE EXAMINED AND AUDITED BY THE COUR.T ITSELF I �TE FIRST NSTANCE AND NOT BY THE NEWLY APPOINTED AUDITOR 6/26/14 863 ORDER OF COURT DATED 6L26/14 IN RE MOTION OF BARBARA M MUNIlyll� PUR.SUANT TO 20 PA CS 3511 FOR AN ORDER THAT THE ACCOUNTS FILED BY THE TRUS�EE LISA M MORGAN IN THE ABOVE CAPTIONED MATTER FOR THE PERIOD 7 18/10 THROUGH 12/31/12 BE EX�MINED 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 GR.ANTED RULE RETURNABLE WITHIN 20 DAYS FROM THE D TE OF THIS ORDER -BY THE COURT J WESLEY OLER JR J COPIES MAILED 6�26/14 CAJ 6/30/14 864 OR.DER OF COURT DATED 6/30 14 IN RE MOTION OF LISA M MORGAN TO QUASH SUBPOENA SERVED ON 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 D1�TE OF THIS Oc�RDER -BY THE COURT J WESLEY OLER JR J COPIES MAILED 6/30/14 _ _ 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 AN1� COSTS RELATED TO AUDITORS PROCEEDING FOLLOWING A HEARING HELD 6[25L14 Ii�j ACCORDANCE WITH AUDITORS REPORT AND RECOMMENDATIONS DATED 8/7[13 THE COUR.T FINDING THE FEES FOR MORGAN LEWIS & BOCKIUS LLP �6901z9.00 AND MARTSON LASW OFFICES IN THE AMOUNT OF 218 90 .75 WERE FAIR REASONABLE AND NECESSARY GIVEN THE COMPLEXITY SIZE OF THE ESTATE AND FINDING THE AUDITORS COSTS WERE �133,400. 67 AND THE COURT BEING IN AGREEMENT WITH AUDITORS OFCAUDI ORSI�COSTSASHOULD BEABORNEFBYSROBERTEMESTM�TME�/�RUSTS �EXT) � 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 HIS 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 OF�THN ESTATE�TRUSTSR-BYNTHECCOUR.TSJIWESLEY OLERISJ COPBESEMAILEDY 6�30�14 C J 7/O1/14 $67 �DIFOR PROTECTIVEY�RDER� LEWIS & BOCKIUS LLP TO QUASH SUBPOENA CAJ 7/08f14 868 ORDER OF COURT DATED 7L7/14 IN RE MOTION AND PETITION REGARDING BOBALI CORPORATION IT IS ORDERED AND DIRECTED AS FOLLOWS 1 THE MOTION OF LISA M MORGAN IS GR.ANTED 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 IrMQEDIATELY DISTRIBUTE THE BOBALI ISRAF ORDEDTTO ANY PARTYE-BXNTHE�COURT JIWESLEYDOLER�JRTJECOPIESEF MAILED 7/8/14 CAJ 7/09/14 870 NOTICE OF AUDITOR'S HEAR.ING ANTHONY L DELUCA ESQUIRE APPOINTED BY THE COURT HAS SCHEDULED A HEARING FOR 09/29/2014 BEGINNING AT 10 :�0 AM IN THE COURTROOM OF THE OLD COURTHOUSE IF OT COMPLETED THE HEARING WILL COMMENCE IFANECESSARY�ONM10rJ0�/20�42COMMENnCINGAAT g�30IA�ME FOR A THIRD DAY 7/18/14 871 ANMUS��RPURSUANTWTO 20EPA�CSL3511MFORRAN RDER�THAT �THEBACCOUNTS 15145409292014 Cumberland County - Orphans Court Pa��29�2014 ORC621 Case No 1986-00398 THEEDOURTEITSELF�IN�THETFIRSTHINSTAN�E2ANDANOXTMBYEDHANDEALTDITEDRBY NEWLY-APPOINTED AUDITOR CAJ 7/Z8/14 872 ORDER OF COUR.T DATED 7 18 14 IN RE DOCUMENT FROM LINDA M MUMMA A PRO SE PARTY SHALL BE R TED AS A PRAECIPE INDICATING HER CHANGE OF ADDRESS FOR PUR.POSES OF THE RECORD -BY THE COURT J WESLEY OLER JR J COPIES MAILED 7/21/14 CAJ 7/21f14 873 CAJEPTIONS OF ROBERT M MUMMA II TO THE ORDER ENTERED ON 6/30/14 7/25/14 874 PETITION FORHADJUDICATION/STA EMENTTOF PROPOSEDRDBISTRIBUTION DBl 7/2S/14 875 ACCOUNT OF THE RESIDUAL T UST UNDER THE WILL OF ROBERT M MUMMA PETITION FOR ADJUDICATION�STATEMENT OF PROPOSED DISTRIBUTION DBl 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 OUR�TDITSELF1I�1THERFIRSTlINSTANCEBAND NOT BYITNE AUDIT D BYR NEWLY-APPOINTED AUDITOR THE MOTION TO VACATE THE 11 7/13 APPOINTMENT OF AUDITOR ANTHONY L DELUCA IS DENIED - Y 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 CAJTIFIED COPY OF DOCKET ENTRIES 8/04/14 878 C�ROOF OF SERVICE FILED BY RICHARD RINALDO 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 $/05/14 880 NOTICE OF APPEAL FILED BY RICHARD RINALDO FOR BARBARA M MUMMA CEANJT TO SUPERIOR COURT UPS ON 8/5f14 15145409292014 Cumberland County - Orphans Court Pa��29/2014 ORC621 Case No 1986-00398 8/05/14 $81 TOTSUPERI RPCOURTFUPSDONY8/5%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 APPELL,ANT BARBARA M M 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 8L4�14 AN ISSUE NOT PROPERLY INCLUDED IN THE CONCISE STATEMENT TIM LY 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 APPELL�INT ROBERT M M 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[5L2014 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 BARBARA 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 132 MDA 2014 RECORD DUE 10�f06/14 CAJ 8/25/14 888 CONCISE STATEMENT OF MATTERS COMPLAINED OF ON APPEAL BY APPELLANT BARBARA M MUNII�IA CAJ 8/25/14 889 OBJECTIONS1EXCEPTIONS 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 RO ERT 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 CAJION OF LISA M MORGAN TO MAKE RULE ABSOLUTE 8/27/14 894 CONCISE STATEMENT OF ERRORS COMPLAINED OF ON APPEAL BY APPELLANT WSZERT M MUMMA II 8j2$/14 895 ORDER OF COURT DATED 08/2612014 IN RE OBJECTIONS FILED TO THE ACCOUNT OF LISA M MORGAN TRUSTEE 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 WSL28�2014 8/28/14 896 ORDER OF COURT DATED 08/2612014 TN 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 ES UIRE IS APPOINTED AUDITOR BY THE COURT ALBERT H MASLAND JUDG� COPIES MAILED WSL28/2014 8/29I14 897 `ASZOINTMENT OF AUDITOR ACCEPTED BY ANTHONY L DELUCA ESQUIRE 9/03/14 898 �SOLUUTETTHE8RULE1TOISHOW CAUSEMISSUED INM�HIS MATTER ONR6�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 �ILED 9/3/14 9/10/14 899 OPINION IN RE ORDER OF COURT IN �UESTION DATED 7[7L14 MOTION OF LISA M MORGAN TRUSTEE FOR THE RE IDUARY TRUST FOR THE AN ORDER CLARIFYING HER RIGHT TO VOTE SHARES OF BOBALI CORPORATION STOCK OWNED BY THE RESIDUARY TRUST UNDER THE WILL OF ROBERT M MUNIlHA SR AND PETITON OF BAR.BARA M MUMMA FOR PARTIAL INII�IEDIATE 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 Page 96 ORC621 9/29/2014 Case No 1986-00398 CORPORATION CURRENTLY HELD IN RESIDUARY TRUST HMW 9/23/14 900 T SCRIPT DATED 6 9 14 IN RE TRANSCRIPT OF PROCEEDINGS HELD 6 9 14 IN COURTROO 9/25/14 901 I RE SUPPLEMENTAL OPINION PURSUANT TO PA R.A.P. 1925 DATED 9 25/2014 IN THIS DECEDENTS ESTATE CASE APPEALS HAVE BEEN FILED IN T E SUPERIOR COURT AT NO 905 MDA 2014 AND 921 MDA 2014 BY TWO BENEFICAIARIES FROM AN ORDER OF THIS COURT DATED 4130/2014 DISMISSING OBJECTIONS TO A FINAL AUDITORS REPORT THE ORDER APPEALED FROM WAS ACCOPANIED BY A 28 PAGE OPINION SEE OPINION BY THE COURT J ES EY OLER JR SJ DMBIES MAILED 9�26�2014 : ORPHANS' COURT DIVISION . COURT OF COMMON PLEAS OF In Re: Robert M. Mumma,Deceased . CUMBERLAND COLINTY . PENNSYLVANIA . N0.21-86-0398 CERTIFICATE OF SERVICE OF ORDER ORDER DATE: 10/1/14 JUDGE'S INITIALS: GFS TIME STAMP DATE: 10/1/14 IN RE: NOTICE OF TRANSMITTAL OF RECORD AND SERVICE OF LIST OF DOCUMENTS WITH CORRECTED DISTRIBUTION LIST ............................................................................................................................ SERVICE TO: Ivo V.Otto III Martson Law Offices 10 East Hig,h Street Carlisle PA 17013 Brady L. Green 1818 Market Street 31 S`Floor Philadelphia PA 19103 Anthony L. DeLuca 113 Front Street PO Box 358 Boiline Sprin�s PA 17007 METHOD OF MAILING: ENVELOPES PROVIDED BY: �USPS �PETITIONER ❑RRR ❑ JUDGE ❑HAND DELIVERED ❑ CLERK OF ORPHANS COURT ❑ OTHER MAILED: 10/1/14 ............................................................................................................................ SERVICE TO: Shaun O'Toole 220 Pine Street Harrisburg PA 17101 Joseph D.Bucklev 1237 Holly Pike Carlisle PA 17013 Richard F Rinaldo Williams Coulson Johnson Llovd Parker&Tedesco One Gatewav Center 16"'FL Pittsburgh PA 15222 Linda M.Mumma PO Box 70 Mechanicsburp PA 17055 METHOD OF MAILING: ENVELOPES PROVIDED BY: �USPS � PETITIONER ❑R1ZR ❑JUDGE ❑HAND DELNERED ❑ CLERK OF ORPHANS COURT ❑ OTHER MAILED: 10/1/14 . 1 - :� .�� ' � Deputy Clerk of Orphans' Court