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3.3
Petition to the Orphans' Court Division
to Show Cause
Why an Appeal from the Register Should Not Be Sustained
For Lack of Testamentary Capacity and Undue Influence
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PRELIMINARY DECREE
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Now,___________________,
20____, upon consideration of the
annexed Petition, it is hereby ORDERED and DECREED that a Citation is awarded,
directed to John Jones, Sally Morgan and Stephen Morgan, to show cause why
the Appeal from the probate of the writing dated May 1, 1990 should not
be sustained on the grounds of lack of testamentary capacity and undue influence.
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The Citation is returnable sec.
leg.
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DECREE
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Now,___________________,
20____, upon consideration of the
annexed Petition, the Appeal of Thomas Morgan, Jr. from the Decree of the
Register of Wills dated November 1, 1994, admitting to probate a certain
writing dated May 1, 1990, as the Last Will and Testament of Thomas Morgan,
Sr., Deceased is sustained. The record is remanded to the Register of Wills,
who is directed to grant Letters of Administration to the person or persons
entitled thereto. |
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[SEE CAPTION AT 1.3.2]
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PETITION
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| The Petition of Thomas Morgan, Jr., respectfully
represents that: |
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1.
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Thomas Morgan, Sr. died unmarried
on February 15, 1994, a resident of Philadelphia, leaving the following
three children to survive him as the persons entitled to his estate
under the intestate laws: |
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Thomas Morgan, Jr.
99 Jones Lane
Philadelphia, Pennsylvania
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Sally Morgan
88 Hummingbird Way
Havertown, Pennsylvania
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Stephen Morgan
88 Hummingbird Way
Havertown, Pennsylvania
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2.
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Petitioner is a party in interest
in the estate of said decedent, entitled to a one-third interest as
one of decedent's three children under the intestate laws. |
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3.
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A certain writing alleged to be
the last Will of decedent and purporting to have been executed May
1, 1990, was admitted to probate by the Register of Philadelphia County
as the Last Will and Testament of the decedent on November 1, 1994,
and Letters Testamentary thereon granted to John Jones. A copy of
the writing dated May 1, 1990 is attached as Exhibit "A." |
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4.
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On December 1, 1994, Petitioner filed
a Notice of Appeal from the Decree of the Register dated November
1, 1994. |
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5.
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Petitioner avers that at the time
of execution of said writing, the physical and mental condition of
the decedent was greatly impaired by sickness and infirmity, and he
was not a person of sound mind, capable of disposing by Will of his
estate; and further, said writing was procured by undue influence,
duress and constraint practiced upon the decedent by John Jones, named
in said writing as one-fourth heir, and by other persons whom Petitioner
is at the present time unable to name, but expects to be able to identify
in the course of discovery. |
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6.
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Decedent, as a consequence of severe
and extended physical illnesses, including a stroke which occurred
on September 1, 1989, was not of sound mind on May 1, 1990 and lacked
testamentary capacity. |
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7.
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Decedent, while in a weakened mental
and physical condition as set forth above, and also under the influence
of medicines and drugs being administered to him, was induced and
coerced to execute the writing dated May 1, 1990 by John Jones, who
stood in a confidential relationship with decedent, was a stranger
to his blood and was instrumental in procuring the writing which named
himself as personal representative and a beneficiary of the estate.
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8.
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The names and addresses of all parties
in interest other than Petitioner are: |
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John Jones
33 Milky Way
Philadelphia, Pennsylvania
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Sally Morgan
88 Hummingbird Way
Havertown, Pennsylvania
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Stephen Morgan
88 Hummingbird Way
Havertown, Pennsylvania
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Wherefore,
Petitioner prays this Honorable Court to award a Citation, under the provisions
of Section 764 of the PEF Code, directed to the above-named parties in interest,
to show cause why the appeal from the probate of the writing dated May 1,
1990 should not be sustained on the grounds of lack of testamentary capacity
and undue influence. |
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[SEE AFFIDAVIT AT 1.4.1 OR VERIFICATION
AT 1.4.3]
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