Borromeo Estate

21 Pa. D. & C.2d 574, 1960 Pa. Dist. & Cnty. Dec. LEXIS 307
CourtPennsylvania Orphans' Court, Chester County
DecidedJanuary 25, 1960
Docketno. 289-1959
StatusPublished

This text of 21 Pa. D. & C.2d 574 (Borromeo Estate) is published on Counsel Stack Legal Research, covering Pennsylvania Orphans' Court, Chester County primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Borromeo Estate, 21 Pa. D. & C.2d 574, 1960 Pa. Dist. & Cnty. Dec. LEXIS 307 (Pa. Super. Ct. 1960).

Opinion

MacElkee, P. J.,

... On a Sunday in December of 1958, decedent, Louis Borromeo, together with his daughter, Annamarie Messantonio, called at the home of Samuel Liehtenfeld, Esq., then a member of the bar of Chester County.

The said Samuel Liehtenfeld, now a law judge of the Court of Common Pleas of Chester County, had previously represented this defendant for several years.

Decedent, an Italian, spoke some English but not very well.

Pursuant to instructions, in part from decedent and in part through his daughter, acting as an interpreter, Samuel Liehtenfeld, Esq., prepared the written instrument in question.

The written instrument was explained to decedent by Mr. Liehtenfeld and decedent’s daughter, Annamarie Messantonio.

The text of the will was in the handwriting of Samuel Liehtenfeld and the signature “Louis Borromeo” was subscribed by Samuel Liehtenfeld in the presence of decedent, as were also the two words “my” and “mark.”

Decedent was unable to sign his name, being unable to write.

Decedent at that time did not make his mark on said instrument.

It was explained to decedent that his mark had to be placed between the two words “my” and “mark.”

At said time decedent was instructed how his mark should be made when he wished to complete the execution of the written instrument.

Decedent was instructed that at the time he placed his mark upon the written instrument it must be done in the presence of two witnesses.

On the following Tuesday decedent inquired of his [576]*576daughter, Annamarie Messantonio: “Where is that paper? I am going to sign it.”

At the same time decedent declared: “I need somebody to witness it.”

The instrument was thereupon taken out of a safe where it had been lodged and decedent, seated at a desk, placed his “x” on the instrument and two witnesses signed their names to the will in the presence of decedent.

Joseph Feliciani, a brother-in-law of Annamarie Messantonio, witnessed the decedent’s mark in the presence of decedent, as did Norman Freeman, an employe at the cleaning establishment of Mr. and Mrs. Messantonio.

At the time that decedent’s mark was made in the presence of two witnesses the will was read to decedent . . .

The only ground for refusing probate urged upon the register of wills was the following, as stated in the opinion of his solicitor, page 5:

“It is not questioned but that the decedent in this case did affix his mark, that it was done in the presence of the two persons who signed as witnesses to the mark and that all were present at the same time. There is also no question but that the subscription of the decedent’s name was in fact in his presence by Mr. Lichtenféld some two or at most three days before the time that the mark was placed on the instrument. The narrow question, therefore is as to whether this subscription of the decedent’s name is such as is contemplated by Section 2 of the Wills Act of 1947, above quoted.”

The objectants’ answer to the petition for citation sur appeal merely denies that the proffered instrument is a valid will “for the reason that said writing was not executed in accordance with the provisions of Wills [577]*577Act of 1947 for the reasons proved at the hearing before the Register of Wills on the Caveat.”

There can be no dispute that the manner in which this document was executed complies with the express language of the Wills Act of April 24, 1947, P. L. 89, in that everything required to be done was done. The learned counsel to the register, however, read into the language of the act the further qualifications that “the subscription of the name should be at or about the same time that the mark was placed thereon in attestation of the execution of the instrument. In other words, a purpose on the part of the maker that it be so affixed ‘animo testamentory’.”

The earlier acts on the subject were as follows:

Wills Act of April 8, 1833, P. L. 249:

“Section 6. That every will shall be in writing, and unless the person making the same shall be prevented by the extremity of his last sicknes, shall be signed by him at the end thereof, or by some person in his presence, and by his express direction, and in all cases, shall be proved by the oaths or affirmations of two or more competent witnesses, otherwise such will shall be of no effect.”

Act of January 27, 1848, P. L. 16:

“Be it enacted . . . that every last will and testament heretofore made, or hereafter to be made, excepting such as may have been finally adjudicated prior to the passage of this act, to which the testator’s name is subscribed by his direction and authority, or to which the testator hath made his mark or cross, shall be deemed and taken to be valid in all respects: Provided, The other requisites, under existing laws, are complied with.”

As pointed out in appellant’s brief, from a very thorough discussion in Knox’s Estate, 131 Pa. 220 (1890), it appears that the original Act of 1833 was [578]*578founded on the English statute of frauds, 29 Car. II, following its language closely but adding the requirements that a will be signed “at the end thereof.” Under the English act signing by mark or initials had been held sufficient, but contrary judicial constructions of the 1833 statute necessitated the act of 1848, expressly permitting signature by mark, “provided the other requisites under existing laws are complied with”: Act of January 27, 1848, P. L. 16. There was no express requirement as to the subscription of testator’s name.

As noted in Bregy, Intestate, Wills and Estates Acts of 1947, pp. 2202, et seq., conflicting interpretations under the two early Wills Acts finally led in 1917 to a notably unsuccessful attempt to clarify the situation. Except for persons in the extremity of last illness the Wills Act of June 7, 1917, P. L. 403, provided in 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, hy 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.”

It is apparent that this section confusingly attempted to cover two entirely different situations, that of testator unable to write but able to make his mark, and that of testator unable to do either. In the latter case subscription of testator’s name in his presence and by his direction and authority is clearly essential if there is to be any assurance of testamentary intent. For the first time this requirement was imposed also where signature was to be by mark, for reasons not at all clear. As Bregy states, despite “brave efforts” of the courts, the 1917 act introduced new problems without solving the old. Although none of the decisions [579]*579under that act have direct bearing upon our problem, one line of authority may be mentioned. It was held immaterial whether the mark or the subscription of name came first: Cassell’s Estate, 334 Pa. 381 (1939); Picconi’s Estate, 4 D. & C. 245 (1924).

The Wills Act of 1947 provides as follows:

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Bluebook (online)
21 Pa. D. & C.2d 574, 1960 Pa. Dist. & Cnty. Dec. LEXIS 307, Counsel Stack Legal Research, https://law.counselstack.com/opinion/borromeo-estate-paorphctcheste-1960.