Bobbitt's Estate

30 Pa. D. & C. 659, 1937 Pa. Dist. & Cnty. Dec. LEXIS 200
CourtPennsylvania Orphans' Court, Erie County
DecidedMarch 27, 1937
Docketno. 232
StatusPublished

This text of 30 Pa. D. & C. 659 (Bobbitt's Estate) is published on Counsel Stack Legal Research, covering Pennsylvania Orphans' Court, Erie County primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Bobbitt's Estate, 30 Pa. D. & C. 659, 1937 Pa. Dist. & Cnty. Dec. LEXIS 200 (Pa. Super. Ct. 1937).

Opinion

Waite, P. J.,

This matter is before the court on appeal from the register and a citation awarded upon a petition of the contestants to have the matter certified in the Court of Common Pleas of Erie County for the trial of the following questions of fact: (1) Whether or not at the time of the execution of said writing the decedent was a person of sound mind; (2) whether or not the said writing was procured by undue influence, duress, constraint, and forgery practiced upon the decedent by Mattie Bobbitt and others; (3) whether or not the said writing is the last will and testament of the said decedent.

As an additional reason, it is urged on behalf of the contestants that this will was not properly executed. After hearing the testimony of the scrivener and the other subscribing witness to the alleged will and that of the only other witness present at the time, showing the manner of its execution, we are bound to agree with this contention.

Thomas Bobbitt, Sr., died June 13, 1936. On June 29, 1936, a writing dated February . ., 1936, and alleged to be his last will and testament was offered and probated in the office of the register of wills as his last will and testament. The alleged will does not show the date of the month on which it was signed, but the testimony taken at the hearing shows that the date was on or about the third day of February, 1936, more than four months before de[661]*661cedent’s death. Decedent was not therefore in “the extremity of his last sickness” (see Prescott’s Estate, 15 Erie 252, 260), and being signed by a mark its execution is governed by section 3 of the Wills Act of June 7, 1917, P. L. 403, which is as follows:

“Section 3. If the testator be unable to sign his name, for any reason other than the extremity of his last sickness, a will to which his name is subscribed in his presence, by his direction and authority, and to which he makes his mark or cross, unless unable so to do, — in which case the mark or cross shall not be required, — shall be as valid as though he had signed his name thereto: Provided, That such will shall be proved by the oaths or affirmations of two or more competent witnesses.”

By the plain words of the above-quoted section, when a testator’s name is subscribed by another, it must be done in his presence and by his direction and authority, and his name must be subscribed before the making of the mark.

The testimony of Mr. Foley, the scrivener, shows that the mark was placed upon the paper by testator and that thereafter decedent’s name, Thomas Bobbitt, was subscribed by the scrivener. The testimony of Dorothy Youngdale, one of the subscribing witnesses, is to the same effect. Matilda Lyons, the other subscribing witness, was unable to state definitely whether the making of the mark was before or after the writing of the name, Thomas Bobbitt, upon the alleged will. In view of all this testimony wé are bound to conclude that the making of the mark preceded the subscribing of decedent’s name. The making of the mark therefore could not be an adoption by the testator of a signature which did not then exist, and there is no testimony of anything said or done by the testator showing an acknowledgment or adoption of the signature subsequently subscribed-; nor is there any other testimony showing that the name, Thomas Bobbitt, appearing upon the will was subscribed by decedent’s direction or authority. We must therefore conclude that the will was [662]*662not executed as required by the above-quoted section of the Wills Act.

Passing upon the execution of a. will under this particular section, in Kelly’s Estate, 306 Pa. 551, at pages 555-556, Justice Maxey delivering the opinion of the court said:

“A paper in form of a will and purporting to be a will is not a will until it is legally assented to by the person whose will it purports to be. A testator unable to sign his name (unless his inability to sign his name arises from the extremity of his last sickness: see section 2 of the Wills Act of 1917, and Wilson’s Est., 88 Pa. Superior Ct. 556) can register his assent to the paper purporting to be his will only by the method prescribed by the third section of the Wills Act, supra. That method is this: First, his or her name must be subscribed to the will in his or her presence and by his or her direction and authority. Second, after this is done, he or she must make his or her mark or cross at the appropriate place in the signature.
“ ‘A mark for a name or signature is the sign of a cross made in a little space left between the Christian name and surname, and the word “his” is usually written above the mark and the word “mark” below it’: 2 Blackstone Com. 305. The making of a cross between the Christian name and the surname and the labelling of it as indicated by Blackstone is, when properly proved, accepted by immemorial usage as evidence that the maker of the cross adopted the signature as his own and assented to the document to which his signature was subscribed. Under the Pennsylvania Wills Act, the fact that a testator made his mark or cross in the signature subscribed to a paper purporting to be his will, must be proved by two or more competent sworn or affirmed witnesses.
“The testator’s direction and authority to another to sign the former’s name to a will may be either express or implied: Novicki v. O’Mara, 280 Pa. 411.
[663]*663“ ‘When implied authority to sign the alleged testator’s name is relied on and the implication must arise solely from the fact that the signing was in his presence, then it must appear that he saw his name placed on the document or was in a position to observe the performance of that act. Of course, it must appear also that he knew the nature of the document signed in his name when he placed his mark thereon’: Hughes’s Est., 286 Pa. 466.”

See also Prescott’s Estate, supra.

Novicki v. O’Mara, 280 Pa. 411, Francis’ Estate, 299 Pa. 398, and Reilly’s Estate, 92 Pa. Superior Ct. 314, are cited and relied upon by the proponent. In the first two cases the signature was subscribed before the mark was made and in the latter there was a ratification by verbal acknowledgment after the mark was made. Miller’s Estate, 288 Pa. 476, is not in point.

We have carefully read the opinion of the Orphans’ Court of Philadelphia County in Zoltek’s Estate, 22 D. & C. 721, cited by attorneys for proponent, commenting upon the opinion of Justice Maxey in Kelly’s Estate, supra. That case does not, of course, overrule the opinion of the Supreme Court. But even if the point specifically decided in Kelly’s Estate was that the signature was not subscribed by testator’s authority and direction and not as to the sequence of the subscribing of testator’s name and the placing of the mark, it would still govern the case at bar, since, as we have already shown, there was neither authorization nor direction to subscribe testator’s name in the instant case as there was in Zoltek’s Estate and upon which fact the case seems to have been decided.

When the mark is made by the testator after his name is subscribed, that in itself is some evidence of ratification of the signature as written.

We are therefore bound to conclude that this alleged will was not properly executed and the probate thereof must be set aside. Having reached this conclusion it is unnecessary to consider the questions as to undue influence, of which there is no testimony, and lack of testamentary

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Related

Francis's Estate
149 A. 701 (Supreme Court of Pennsylvania, 1930)
Miller's Estate
136 A. 793 (Supreme Court of Pennsylvania, 1927)
Kelly's Estate
160 A. 454 (Supreme Court of Pennsylvania, 1932)
Hughes's Estate
133 A. 645 (Supreme Court of Pennsylvania, 1926)
Estate of Mary Jane Wilson
88 Pa. Super. 556 (Superior Court of Pennsylvania, 1926)
Estate of John Reilly
92 Pa. Super. 314 (Superior Court of Pennsylvania, 1927)
Novicki v. O'Mara
124 A. 672 (Supreme Court of Pennsylvania, 1924)

Cite This Page — Counsel Stack

Bluebook (online)
30 Pa. D. & C. 659, 1937 Pa. Dist. & Cnty. Dec. LEXIS 200, Counsel Stack Legal Research, https://law.counselstack.com/opinion/bobbitts-estate-paorphcterie-1937.