Daroff Estate

33 Pa. D. & C.2d 477, 1964 Pa. Dist. & Cnty. Dec. LEXIS 317
CourtPennsylvania Orphans' Court, Philadelphia County
DecidedFebruary 21, 1964
Docketno. 2300 of 1962
StatusPublished

This text of 33 Pa. D. & C.2d 477 (Daroff 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
Daroff Estate, 33 Pa. D. & C.2d 477, 1964 Pa. Dist. & Cnty. Dec. LEXIS 317 (Pa. Super. Ct. 1964).

Opinion

Bolger, J.,

Max A. Daroff died September 12, 1960. His will, dated November 21, 1958, was admitted to probate and letters testamentary were granted to Esther Glantz on September 14, 1960. On August 29, 1962, Lewis A. Darrow, a brother, took an appeal from probate and after citation to show cause why the will should not be set aside on the grounds of forgery and alias citations, a responsive [478]*478answer was filed. The sister and nephew were joined as parties. The sister became a contestant and was represented by counsel; the nephew did not appear.

The will directed that testator’s body be cremated; that there be no public viewing, no religious ceremony and that his ashes be scattered. He expressly disinherited his sister and gave his entire estate to Esther Glantz, whom he named as executrix. Should Esther Glantz predecease him, he gave 10 percent of his residuary estate to Morris Paul Baran, if he were then still associated with him in the practice of law, and gave the balance of his estate in equal shares to Temple University Law Alumni Association and American Cancer Society. He directed that Morris Paul Baran be engaged as counsel for the executrix.

Prior to the trial, counsel stipulated that the case should be tried by a jury; that a d.v.n. be waived and that the issue to be presented was the genuineness of the signature on the probated will.

Testimony was received for almost two weeks, following which the jury was unable to reach a unanimous verdict. The jury was discharged. The hearing judge, as chancellor and in accordance with section 745 of the Orphans’ Court Act of 1951, as amended, entered a finding in favor of the will.

The uncontradicted testimony of the subscribing witnesses was that testator signed his will in his office in the presence of the scrivener, Mr. Baran, an accountant, Mr. Abrams, and a secretary, Mrs. Belov. They unanimously testified that testator signed the original at the end thereof, also on the margin of the first page of the original and at the same time signed two carbon copies in the same manner and all three witnesses subscribed their names.

Mr. Baran testified that he was the scrivener. He stated that, at testator’s request, the will was not typed in the offices which testator and Mr. Baran shared with [479]*479at least two other lawyers and Mr. Abrams, an accountant. He said the typist was his sister, a legal secretary employed in another law office, and that the typing was done on her own portable typewriter at their home. She was later called and corroborated this fact.

Mr. Baran further stated that there had been preliminary drafts submitted by him to testator, who made corrections or directed that corrections be made before the final draft was completed.

It was testified that testator thereafter left his suite in the Finance Building and occupied space in the Land Title Building with other lawyers. Mr. Baran remained in the office in the Finance Building. Mr. Daroff informed one of his new associates, Mr. Strauss, that his will was in his filing cabinet. After Max Daroff died, Mr. Strauss found the will where testator had advised him it was kept. He called Mr. Baran, who then came to the Land Title offices. These facts were verified by Mr. Somerson. Both of these gentlemen are members of the bar in good standing, and their testimony was neither contradicted nor in any way impeached, although all of the witnesses were subject to most extensive cross examination.

During the contestants’ case, most of the evidence produced by them came from the lips of the sole beneficiary, the scrivener, and the other subscribing witnesses, all of whom were called as witnesses for the contestants. The testimony elicited was not contradicted by any direct evidence, and the hearing judge finds that the contestants are bound by their testimony.

When Mr. Baran was testifying, he was asked to explain a $10,000 fee he had received from the beneficiary in addition to the regular fee of $7,500 for his services to her as executrix. This question opened a Pandora’s box of testimony. Excepting for the importance of an attempt to disprove the credibility of the [480]*480contestant-called witnesses, Glantz and Baran, the testimony which followed developed the following facts:

This will contest was commenced by Lewis Darrow, testator’s brother. He had charged the sole beneficiary under the will with murdering his brother, and Darrow threatened to kill her. The record reveals that practically all of the law enforcement agencies of this city, including the district attorney’s office, and a psychiatrist, after two months of investigation, called a conference at which Lewis Darrow and his then attorney were present. It was then decided that Darrow’s charges could not be sustained, that decedent died a natural death. The record revealed that not only the beneficiary was cleared of any suspicion, but also that Darrow was in need of psychiatric care. Darrow withdrew his informal charges.

The trial judge held hearings outside the presence of the jury, at which time, with the consent of both Darrow and his attorney, the trial judge found Darrow incompetent and appointed Lester Schaffer as his guardian ad litem. The trial judge then held another hearing on contempt charges, based primarily upon affidavits that Darrow while the case was pending but before the trial began, made a statement in the office of the clerk of this court that he intended to “settle this case with a forty-five”.

There was no evidence presented, either direct or circumstantial, to prove the alleged forgery, and there was no direct evidence of any element of fraud relating to the preparation, execution and retention of the will.

Kadilak Will, 405 Pa. 238, correctly states the law, page 243:

“The party relying on fraud or forgery has the burden of proving the facts upon which the alleged fraud or forgery is based and these facts must be proved by evidence which is clear, direct, precise and convincing: Molden Will, supra [387 Pa. 484]; Petro v. Secary [481]*481Estate, 403 Pa. 540, 543, 170 A. 2d 325; see also: Williams v. McCarroll, 374 Pa. 281, 292, 97 A. 2d 14.
June 12, 1964.
“Moreover, Opinion evidence of an expert, whether he be a doctor or any other kind of expert, is, in cases of forgery, undue influence, mental capacity and insanity, of very little weight and cannot prevail against direct factual credible evidence: Pochron Will, 367 Pa. 306, 80 A. 2d 794; Peterman Will, 367 Pa. 362, 80 A. 2d 792; Porter’s Estate, 341 Pa. 476, 19 A. 2d 731; Snedaker Estate, 368 Pa. 607, 84 A. 2d 568; Sturgeon Will, 357 Pa. 75, 53 A. 2d 139; Cookson’s Estate, 325 Pa. 81, 88, 188 A. 904; De Maio Will, 363 Pa. 559, 563, 70 A. 2d 339; Commonwealth v. Woodhouse, 401 Pa. 242, 259, 260, 164 A. 2d 98.”

The testimony of the handwriting expert was admissible under the act of assembly, but, in the absence of proof of the nature required in the cited case, it must be given the least weight of any of the evidence in this case. The opinion cannot be considered as substantive evidence.

The hearing judge, as chancellor, finds that there was no substantial dispute of a material fact which would require a verdict of the jury. His conscience as chancellor would not permit him to sustain any verdict against the will or a fortiori to authorize a new trial because of the disagreement of the jury. Hence, the following

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Bluebook (online)
33 Pa. D. & C.2d 477, 1964 Pa. Dist. & Cnty. Dec. LEXIS 317, Counsel Stack Legal Research, https://law.counselstack.com/opinion/daroff-estate-paorphctphilad-1964.