Catania's Estate

20 Pa. D. & C. 656
CourtPennsylvania Orphans' Court, Philadelphia County
DecidedApril 20, 1934
Docketno. 485 of 1932
StatusPublished

This text of 20 Pa. D. & C. 656 (Catania's Estate) is published on Counsel Stack Legal Research, covering Pennsylvania Orphans' Court, Philadelphia County primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Catania's Estate, 20 Pa. D. & C. 656 (Pa. Super. Ct. 1934).

Opinion

Van Dusen, J., presiding judge.

On November 19, 1931, Salvatore Catania died, a widower, leaving to survive as those entitled to his estate as next of kin under the intestate laws six children, Biagio, Joseph (otherwise known as Giu[657]*657seppe), Salvatore, Antonio, Maria (otherwise known as Mary Aquila), and Anna Caporale.

On December 12,1931, the register of wills admitted to probate a paper dated March 14,1931, as his last will and testament, and granted letters testamentary thereon to testator’s eldest son, Biagio, who was named therein as executor.

On March 13,1932, Maria Aquila, one of decedent’s daughters, appealed from the decree of the register admitting the will to probate and granting letters testamentary thereon as above recited.

On April 18,1932, the said Maria Aquila and Joseph Catania filed their petition praying that the appeal be sustained, the decree set aside, and an issue directed to the court of common pleas to try by jury:

(1) Whether or not at the time of 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, and constraint practiced upon the said decedent by Biagio Catania and others;
(3) Whether or not the said writing is the will of the said decedent;
(4) Whether the said writing was duly executed by decedent.

On May 12,1932, a joint answer was filed by decedent’s four children, other than Maria Aquila and Joseph Catania.

On September 13,1933, a formal replication was filed on behalf of the petitioners.

The appeal, being thus put in issue on petition, answer, and replication, was called to hear proofs on February 15, 1934.

By his will, Salvatore Catania gave his house to three children, Biagio, Antonio, and Salvatore, 'subject to the payment of legacies of $200 each to his children Guiseppe and Maria and $500 to his daughter Anna; gave his son Biagio the remainder of any death benefits after paying burial charges; and appointed Biagio executor and guardian of his son Salvatore. There is no residuary clause.

Testator was a widower and father of the above-named six children. He lived in the house referred to in the will, with his sons, Biagio, Antonio, and Salvatore. Joseph and Maria were married and lived in their own homes. Anna had lived with testator up to 6 or 7 weeks before his death, when she established another home with her husband. Joseph and his wife had also lived in the home until 8 or 9 months before testator’s death. Testator was. not affected with any disease and while past the prime of life was not materially impaired in mind or body. He could not read or write English and spoke only the Sicilian dialect. He conversed in this tongue with his family and fellow countrymen but could converse with others only with difficulty.

He could convey and apprehend ideas to some extent but not fully and accurately with exact distinctions of meaning. He was frequently intoxicated.

There were frequent dissensions in his family group; he frequently threatened to eject them from his home; and some of them he disliked more than others. There does not seem, however, ever to have been any physical violence-He was garrulous and apt to cling to an idea once he had formed it, and he was inattentive and irresponsive in conversation and of a testy temperament.

A number of witnesses testified that he frequently said that he would not make a will.

Taking up the issues seriatim:

Upon the most casual survey of the testimony produced, it is so barren of evidence of lack of testamentary capacity that it is unnecessary to review it. Lack of testamentary capacity cannot be inferred because he was garrulous, [658]*658insisted on repeating thoughts in his own mind rather than responding to conversation addressed to him, was testy in temperament and violent in speech— especially when excited by intoxicating drink. Such testimony would not overcome the presumption that every man is supposed to have testamentary capacity until the contrary is affirmatively established; and we have affirmative evidence in the testimony of several of testator’s children and the subscribing witnesses to the will that he had testamentary capacity — in a manner of speech which was intelligible to his relative who was not only a subscribing witness but the scrivener of the will, and who was a fellow countryman who had been in close association with him when they were both boys in Sicily, who was his brother-in-law and a cousin of his (testator’s) wife, who preceded the testator in emigrating to this country and received him when he came later and continued in intimate contact with him to some extent, a friendly adviser in business transactions during the time the testator had resided in this country.

It appears that testator was employed until the last few years of his life; that he handed his wages to his wife, who was the treasurer and general manager of the family; that after his wife’s death his eldest son Biagio acted in this capacity. This was the usual family relation and not a confidential relation of such a character as to raise any presumption of undue influence. There is no evidence that Biagio had anything to" do with the making of the will, or that testator was weak physically or mentally.

When he came to dispose of his house — his most important possession — he did not prefer his son Biagio before all the rest, but he preferred his three sons who were living with him in the house and, to a less extent, his daughter Anna, who was also living with him in the house, keeping house for him, before his two children who were married and living apart from him, though the latter were not altogether excluded. It is not to be expected that a man of the testator’s culture, when he came to dispose of his estate, should be guided by mathematical calculations of degrees of relationship to him; it is altogether natural that his emotions should more actively intervene in favor of those children who were living with him for some years, had been in daily association with him, and rendered to him the care and assistance which a man of advanced years and impaired health must receive from those about him.

The will was actually written on the typewriter by Michael Angelo De Luca, who (as above stated) was a fellow countryman of the testator, who had preceded him to this country and looked after him when he arrived, who had married testator’s sister, was a cousin of his wife, and had drafted his wife’s will. De Luca was a man of some education and in particular could read and write English, and he was a person to whom the testator would naturally turn if he thought of making a will. He testified that the testator had spoken to him sometime beforehand about drawing a will, and, on March 14, 1931, testator visited his house in the evening and insisted that a will be written. He explained what he wanted in his own language, and De Luca wrote it out in English. The will as written was then read to testator in Sicilian dialect and was then executed by a mark in the presence of De Luca and his son, Charles A. De Luca, who was well known to the testator. The will was not read in the presence of the son. Both of these witnesses made a strong impression on me for reliability, and there was no testimony to contradict what they said.

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Bluebook (online)
20 Pa. D. & C. 656, Counsel Stack Legal Research, https://law.counselstack.com/opinion/catanias-estate-paorphctphilad-1934.