HomeMy WebLinkAbout09-22-11IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA
REGISTER OF WILLS
PETITION FOR PROBATE AND GRANT OF LETTERS
Estate of FRANKLIN PIERCE MONTGOMERY, JR. ,Deceased ESTATE NO: 21- " ~ C~
a/k/a: FRANK P. MONTGOMERY
a/k/a:
a/k/a:
Qrapplicable, enter d.b.n., pendent lite, durante absentia, durance minoritate)
Petitioner(s) who is/are 18 yrs of age or older, apply(ies) for: COMPLETE SECTION `A' or `B' AND "C" as
applicable:
~ A. Probate and Grant of Letters Testamentary or ^ Administration c.t.a., or d.b.n.c.t.a. (complete Part C also)
and aver that Petitioner(s) is/are entitled to the aforementioned Letters TESTAMENTARY under
the last Will of the above-named Decedent, dated 11/5/2008 and codicil(s) dated
(State relevant circumstances, e.g. renunciation, death of executor, etc.)
Except as follows, Decedent did not many, was not divorced, and did not have a child bom or adopted after execution of the
instruments offered for probate; was not the victim of a killing, was never adjudicated an incapacitated person, and was not a
party to a pending divorce proceeding at the time of death wherein grounds for divorce had been established as defined in
23 Pa. C.S.A. § 3323(8):
^ B. Grant of Letters of Administration
C. Petitioner(s), after a proper search, has/have ascertained that Decedent left no Will and was survived by the
following spouse (if any) and heirs (lf Administration c.t.a. or d.b.n.c.t.a., enter date of Will in Section .A and complete list of
heirs); was not the victim of a killing; was never adjudicated an incapacitated person; and w:as not a party to a pending divorce
proceeding wherein grounds for divorce had been established as provided in 23 Pa. C.S.A. § 3323(8), except as follows:-
Name Address Relatt"on's~' toDecedeiit
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151~.:ADUIrH)AALSfII.ItI51h V1~•l:@SSAKI -' - -,
THIS SECTION MUST BE COMPLETED: .y -.- `-'~
Decedent was domiciled at death in Cumberland County, Pennsylvania, with his/her last family or principal residence
At 111 STRAYER DRIVE, CARLISLE, PA 17013 (S. Middleton Township)
(Street address with Post Office and Zip Code, Municipality: Township, Borough, City)
Decedent, then 94 years of age, died
Estimated value of decedents property at death:
_lf domiciled in PA
if not domiciled in PA
if not domiciled in PA
-Value of Real Estate in Pennsylvania
9/14/2011 at
SS NO: 215-16-4052
CARLISLE, PA
(Month, Day, Year of death) (City and State: where death occurred)
All personal property $ _ 1$0~6~(k.-~i3 _
Personal property in Pennsyh~ania $ _ _____
Personal property in County $ _
$ _
Total Estimated Value $ ~-$~,~9~ ~.-
Location of Real Estate in Pennsylvania: (Provide full address if possible.) 111 STRAYER DRIVE, CARLTSLE, PA 17013
Signature(s)
1\ame(s) & A4ailing:~ddress(es)
~ ` ~% ROBIN P. MONTGOMERY, "1.40 LEPLEY RD, WINFIELD, PA 17889
mrenm corm i<w-tu re~~isea it tt~ ni uy eumuenanu county pename action by me l;ourt k'agc I of
OATH OF PERSONAL REPRESENTATIVE
Commonwealth of Pennsylvania ~ SS
County of Cumberland
The Petitioner(s) herein named swear or affirm that the statements in the forel;oing Petition are true and
correct to the best of the knowledge and belief of Petitioner(s) and that, as personal representative(s) of the
Decedent, Petitioner(s) will well and truly administer the estate according to law.
Sworn to or affirmed and subscribed
before me this ~ day of
~_, ` l
~_ _
For the Register ~-' `~'-
-,-,
..~= -~-,
DECREE OF PROBATE AND GRANT OF LETTERS `-- ~=-,~1~,
. ('} -~-,
Estate of FRANK P. MONTGOMERY ,Deceased File Number: 21-~~ , ~,~-
~ -
AND NOW, this ~~ day of _
the reverse side hereon, satisfactory pro<
x Testamentary of Administration
~~, in consideration of the Petition on
been presented before me, IT IS DECREED that Letters
are hereby granted to:
(If applicable, enter e.t.a., d.b.n., d. b. n.c.t.a., etc.)
ROBIN P. MONTGOMERY in
the above estate and that instruments(s) dated 11/s/zoos described in the petition be
admitted to probate and filed of record as the last Will and Codicil(s) of Decedent.
~~
l' ~ .C
enda Farner Strasbaugh, , ~ ~~~/C _
Register of Wills --~ ,~/~,
FEES: ']~ /1
Letters ....................$ r't(LJV v~
Will ........................ '
Co ~cil(s) .................
( Short Certificates
( )Renunciations.......
Bond .............................
Other .............................
Signature of Counsel Required to Enter Appearance
Atty's Signature
PRINTED Name: WILLIAM A. DUNCAN
Supreme Court ID No.: zzo8o
Address: OIVE IRVINE ROW
.................................
Automation FEE......... 5.00
JCS FEE ................... 23.0 Phone
.~ ~~
Fax:
TOTAL ................$ ~-~8:~
CARLISLE. PA 17013
717-249-7780
717-249-7800
..~`J Cam,
._,
Interim I~onn RW-01, revised 1226J0 by Cumberland County pending action by the Court Page 2 oft
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LOCAL REGISTRAR'S CERTIFNCATIO~~ OF i~~a~~'~~
WARNING: It is illegal to dLlplicate this copy 'by photostat or phatrac: a~ h.
Fce lire this c~eF[ificate, $6.911)
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COMMONWEALTH OF PENNSYLVANIA • DEPARTMENT OF HEALTH • VITAL RECORDS _,{ ~ r - ,-~
CERTIFICATE OF DEATH r~ ~ _ c.•~ ~-~
(See Instructions and examples on reverse) ~ „ ~ a,,,,o~o -
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I Name a , I uv. mrMb. lass. wtlul 2 Saa 1 Social Stwmy NIUMW 4 Daq of Daam IMOnIh, My, ytar)...
Franklin Pierce Mont omer Jr. Male 215 -- 16 - 4052 September 14. 2011
i Age Ilan Buuaayl Under I ar UMer 1 M 6 Dale d &mI IMonln. M ar 7 BI ace G aM suq a lore count I Ba Place d Deatn ICneck «nv oriel
w ays Haas wwas
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Nospnal: Olner:
90 rrs. June 21 , 1921 Thurmond , WV ^ Inw,aml ^ ER. oproabem ^ DDA ®Nurs,ng Hdm. ^ Reslaence ^ on.,. swarY
3b. County °l Deem &. Gry, Boro, Twp of DBdm BC. Factory Name 111 rw, Irgewem, give street aM numbed 9. Was DeceMrn d Hispanc Ongn? ®,o ^ YeS 10. Rea: AmMn2n IrrOan. Black rAaq. top.
Cumberland South Middleton Tw )u yes, weary Cuban. IsPwPM
Cumberland Crossin s ""°arcan Pw"aRran.atdl White
r t Dtcemnl s usual Ott wn IKmtl of waM dare du most d work df¢. Dd not sgle regetll _
12. Was Decedent ever In IM 13 Decedents Edudalan iSpeory Only nugMSl grade Canpgl¢d) t4. Mental Sglus-. Marneq Never MarrMd, f 5. Sunning Space Itt wle. g^'e maltlen name) - -
Nino pl Wav Kra of Busoess~ Iraus,ry U.S Armed Faus? Elementary /Secondary ,Q 721 College 11 J or 5.) Widowed. Drvorcea ISpeoN/
Executive V. P. Energ Assoc. ®vea ^NO 5 Married Joan Cam bell
t6 Deceaenl s MLeng Address ISveet ary. town, sole, zip cooel Decedent's Da Deaaamt - - _ - --- ---
111 Strayer Drive Aalw ge61Mr¢e na. Sgte Pennsylvania Uve ina Vo ®res. Decedent Lnedm South Middleton Twp
Carlisle PA 17013 rib ca,nry Cumberland T°w"e"'p' vd ^NO oeceamLNeo w4lan
• Actual pmts d Cql Boo
I alMr s Name,Firsr mldtlb. Msl. iuflial , 9. Mcmets Name (firs,, mlMb. maiden wrrurne i - -
Franklin Pierce Mont omer Sr. Jane Tonkin
mlamarrrs Name I Ype' mp _-_
tae 'informant's Madng Address ISVeet ary I rown. sg19, zro =noel _-. - -
Mrs. Joan Shr ock Mont omer 111 Stra er Drive Carlisle PA 17013
2ta. Medod d DlspoSnron ®Gemaeon ^ ~,~ 2te. Date of Drspoveon IMonm. dav. /earl 2te P'.ace of [hsPOSnon Warn. of cemalerv. cremamry or omer Placel 21d Lowaon IC,ry l!own, sqq
zq cadet - - -
^ Boreal ^ Paroval from s',aq ~ Wu Cwlwidn a DorbMn Autllorratd
^omer 'wM.dlwE„min.rlcPrPn.r± ®y¢,^Np
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Sept. 15, 2011
Cremation Society of PA ,
Harrisburg, PA 17109
:za olFuneralSeno6'~ rorper nrgaswcM 220.LrenstNUmoar 22cName.WAW,ess0lFaallfy Auer Cremation Services of Pennsylvania, Inc.
FD-138753 _
4100 Jonestown Road, Harrisbur PA 17109
1 23ac day when cemrylrg 23a Tome Msl of my Krwwleage, cream oaunto a, me ume, Mte era place staled. ISlgnmure area qq7
230. License NumMr
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LAST WILL ;~~
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TESTAMENT OF ~' =~ `-~ ~ .
I, FRANK P. MONTGOMERY, of 1 ll Strayer Drive, Carlisle, Cumberla~cl County,.'
Commonwealth of Pennsylvania, being of sound and disposing mind, memory and
understanding, do hereby make, publish and declare this as and for my Last Will and Testament,
hereby revoking any and all other wills and codicils heretofore made by me.
FIRST. I direct that all my just debts and funeral expenses be paid from my estate as
soon after my death as practically and conveniently may be done.
SECOND. I direct that my remains be cremated and my ashes be spread in accord with
my expressed wishes.
THIRD. I give, devise and bequeath any and all property owned by me at the time of my
death , of whatever nature, be it real, personal or mixed, unto my Trustee, ROBIN
MONTGOMERY, to be held IN TRUST for the benefit of my wife, JOAN SHRYOCK
MONTGOMERY, provided she survives me by thirty (30) days. In the event she fails to survive
me by thirty (30) days, I give, devise and bequeath all said property, be it real, personal or mixed,
unto JANE TRACY BLUMENTHAL, ROBIN MONTGOMERY and. JOHN F.
MONTGOMERY, in equal shares, per stirpes.
FOURTH. If my wife, JOAN SHRYOCK MONTGOMERY', survives me, I give to
ROBIN MONTGOMERY as Trustee all of my property of any kind, real, mixed or otherwise, to
be held IN TRUST for JOAN SHRYOCK MONTGOMERY for her sole benefit during
herlifetime to the extent of the income or use of such property to be known as the Montgomery
Trust. PROVIDED HOWEVER, that under no circumstances shall the beneficiary, JOAN
SHRYOCK MONTGOMERY, have access to the principal of the Trust for any purpose, Further,
(A.) The Trustee shall invest and reinvest Trust funds and shall distribute the net
income (hereinafter called "income") as follows:
(1.) During the lifetime of my wife, JOAN SHRYC-CK MONTGOMERY, the
Trustee shall pay the Income to her or for her benefit, in quarter-annual or more frequent
installments, and may not expend any funds from the principal in any circumstance. If any
unproductive assets are held in the Trust, my wifE may require that they be converted to income-
producing assets within a reasonable period of time.
(2.) Upon the death of JOAN SHRYOCK MONTGOMERY, any income
accumulated or on hand shall not be paid over to her estate, rather the Trust shall terminate and
the corpus and remaining income shall be distributed outright to my children JANE TRACY
RLUMF,NTHAL, ROBIN MONTGOMERY and JOHN F. MONTGOMERY, in equal shares,
per stirpes shares, per stirpes.
(B.) The right of my wife, JOAN SHRYOCK MONTGOMERY to the trust assets
shall not be subject to assignment, alienation, pledge, attachment or cl;~ims of creditors.
FIFTH. I hereby nominate, constitute and appoint my daughter, ROBIN
MONTGOMERY, as Executrix of this my Last Will and Testament. 1. hereby relieve my
Executrix from the necessity of posting security in connection with heir duties, as such, in any
jurisdiction in which she may be called upon to act insofar as I am able by law to do so. In
addition to the powers conferred by law, I authorize my Executrix, in her absolute discretion, to
retain in the form received, and to sell either at public or private sale any real or personal
property owned by me at the time of my death.
IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will
and Testament, consisting of two typewritten pages this ~ day of ~,~r~~,~ ~~; ~~-~~ ; 2008.
r
FRANK P. MONTGOMERY
Signed, sealed published and declared by the above named Testator FRANK P.
MONTGOMERY as and for his Last Will and Testament, in the presence of us, who, at his
request, in his sight and presence and in the sight and presence of each other, have hereunto
subscribed our names as witnesses. 1 ~~, f
COMMONWEALTH OF PENNS YL VANIA
COUNTY OF CUMBERLAND
. SS.
I, FRANK P. MONTGOMERY ,Testator whose name is signed to the attached or foregoing
instrument, having been duly qualified according to law, do hereby acknowledge that I signed
and executed the instrument as my Last Will; that I signed it willingly:, and that I signed it as my
free and voluntary act for the purposes therein expressed.
Sworn or affirmed to and
~a
FRANK P. MONTGO ERY ~ .~~
acknowledged before me, by
FRANK P. MONTGOMERY this -~~~ day
of /~ ~ I~'~'/1/113~/~ , 2008.
Not Public
COMMONWEALTH OF PENNSYL VANIA
:SS.
CO UNT Y OF CUMBERLAND
COMMO~+~'~~P LT~'~ dr pE'~`MS~-VANIA
NOTARIAL SEAL ~
JOAN D. ADAU!S, Notary Public ~
Carlisle E;oro., Cumberland Ccunfi/
~Ay Cry~r~~A~~ ,,~FKi~;re! s ~~larch 7, 2011 ~,
We, INllililGl,tit ~, ~!J/~1,C11/1~ and ~' ~~~~~~ ~~~~,i~l L-
the witnesses whose names are signed to the attached or foregoing instrument, being duly
qualified according to law, do depose and say that we were present and saw FRANK P.
MONTGOMERY sign and execute the instrument as his Last Will; that he signed willingly and
that he executed as his free and voluntary act for the purposes therein expressed; that each of us
in the hearing and sight of the Testator signed the will as witnesses; and that to the best of our
knowledge, the Testator was at that time eighteen (18) or more years of age, of sound mind and
under no constraint or undue influence.
Sworn or affirmed to and
~a
subscribed before me by~ v~~
~/II ~LI~tA il/1 <~~ and
f, !~ (J! J~~ 1~.~/~-~ ~V ,witnesses,
this ~'~f,~ day of ,./j~'QS/~~~f~i~ , 2008
~i~ ~~2~ ~ ~ 2iZ'~
N Public
COMMONWEALTH OF PENNSYLVANiA~
NGTAICiAL SEAL
JOAN D. A),~'.^,':S i~'otary Public
Carlis{~a nC;rr~ , ~';~;r«.eriand County
My Commissio~i E~x~ires March 7, 2011.1