Orlady v. Orlady

9 A.2d 539, 336 Pa. 369, 1939 Pa. LEXIS 523
CourtSupreme Court of Pennsylvania
DecidedSeptember 25, 1939
DocketAppeals, 37 and 38
StatusPublished
Cited by5 cases

This text of 9 A.2d 539 (Orlady v. Orlady) is published on Counsel Stack Legal Research, covering Supreme Court of Pennsylvania primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Orlady v. Orlady, 9 A.2d 539, 336 Pa. 369, 1939 Pa. LEXIS 523 (Pa. 1939).

Opinion

Opinion by

Mr. Justice Linn,

There are two appeals, one from a common pleas judgment for the contestant, and the other, from an orphans’ court decree sustaining contestant’s appeal from the register and setting aside a decree of probate.

Miss Orlady suffered a severe stroke June 17, 1937; she died February 7, 1938, leaving surviving two brothers, the parties to these appeals. On the day after her death, Frederick L. Orlady, hereafter called proponent, offered for probate an instrument dated August 21, 1937, purporting to be executed by mark, together with a codicil dated December 31, 1937, similarly executed; letters testamentary were granted to him and another, named as executors. George Phillips Orlady — hereafter called the contestant — on February 10, 1938, appealed from the probate. On his petition, an issue was granted to determine “1. Whether or not at the time of the execution of the said writings the decedent was a person of sound mind; 2. Whether or not the said writings were procured by undue influence, duress and constraint practiced upon the said Edith T. Orlady by Frederick L. Orlady and others. 3. Whether or not said writings are the will and codicil of the said decedent; . . ,” 1 After an extended trial the jury answered the three questions in favor of the contestant. Proponent’s motions for a new trial and for judgment n. o. v. were *371 refused. In disposing of them, the learned trial judge referred to the fact that at the trial the contestant presented a point for a directed verdict in his favor and concluded that such an instruction should have been given on the ground (in the words of his opinion) that “the will and codicil in question, of Edith T. Orlady, were not properly executed in accordance with the requirements of the Act of June 7,1917, P. L. 403, Section 3.” Accordingly, he made an order in the orphans’ court proceeding sustaining the appeal from the decree of the register. 2

As our decision depends entirely on the inadequacy of proof of execution, we need not now deal with want of testamentary capacity and effect of undue influence.

The Wills Act of 1917, P. L. 403, 20 PS section 192, increased the quantum of proof required by the Act of 1848, P. L. 16, for the probate of testmentary writings executed by mark. Section 3 provides — “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, *372 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.” The significant words requiring that the testator’s name be “subscribed in his presence” were not in the earlier act.

Miss Orlady was confined to her bed at the time of the transaction. The only persons present when she made her mark to the instruments were herself and the two subscribing witnesses, one, the scrivener, and the other, a physician. Both testified and, as has more than once been said, they are to be regarded not as partisan, but as the court’s witnesses: Szmahl’s Estate, 335 Pa. 89, 6 A. (2d) 267. The sufficiency of the execution was therefore properly raised; 3 it is always in issue in such a trial. Whether these papers were executed in conformity with the Wills Act must be tested by their testimony. Taking the codicil first, we all agree that their evidence leaves no doubt whatever that decedent’s name was not subscribed to it in her presence; her name appears on the paper in typewriting only and the evidence is that there was no typewriting machine in the room; her typewritten name was therefore not subscribed in her presence; it must have been placed on the paper before it was brought into her room.

When we come to the evidence of the execution of the proposed will, we are met with the rule recently applied in several cases (Kelly’s Estate, 306 Pa. 551, 160 A. 454; James’s Estate, 329 Pa. 273) 4 and stated long ago by Gibson, C. J., in Hock v. Hock, 6 S. & R. 46: “Proof of execution must be made by two witnesses, *373 each, of whom must separately depose to all the facts necessary to complete the chain of evidence, so that no link in it may depend on the credibility of but one.” In James’s Estate, 329 Pa. 273, at page 276, 198 A. 4, we said: “That it is necessary, where a will is not signed by the testator, for each of two witnesses to prove that testator’s name was subscribed in his presence and by his direction and authority was ruled in Grabill v. Barr, 5 Pa. 441; Asay v. Hoover, 5 Pa. 21, and Kelly’s Estate, 306 Pa. 551. In the last named case the two subscribing witnesses testified they saw the testatrix make her mark, but did not see her name subscribed to the will nor hear her request anyone to write it for her. The proponent thereupon offered to prove by the scrivener that, having read the will to the testatrix, he wrote her name thereon at her express direction, and then, in the presence of the two subscribing witnesses, she affixed her mark. It was held, nevertheless, that the validity of the will was not established, because there were not two witnesses to prove that the name of testatrix had been subscribed in her presence and by her direction and authority.”

Concerning the execution of the will, the scrivener gave, inter alia, the following testimony: “I said to her, I asked her whether she was able to write with her left hand. 5 She said No. I knew her right hand was paralyzed, so we got a magazine or book and laid it on the bed in front of her. I took her hand or put her hand on the pen. I wrote her signature. I put her *374 hand on the pen and made the x mark for her. Then I asked her, Do you want Dr. Mainzer and I to sign this will as witnesses. She said yes. We then signed as witnesses.” In passing, it may be said, that his evidence is not clear whether he meant by “I wrote her signature” that he wrote it after he “got a magazine and laid it on the bed in front of her,” or whether it had been written on the paper by him before he brought it into the room to receive the testatrix’s mark; but we treat the case as if he meant to say he wrote her name in her presence.

As to the codicil, he said: “The codicil was signed. Signed with her x mark. Dr. Mainzer and I signed as witnesses.” Of this evidence it will be noted, that the phraseology “The codicil was signed” if intended to refer to her name, as distinguished from placing her mark on it, described an act done in typewriting before the codicil was produced, because there was no typewriting machine in the room.

Dr.

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Myers v. City of Oakdale
409 N.W.2d 848 (Supreme Court of Minnesota, 1987)
Bottari Estate
22 Pa. D. & C.3d 136 (Montgomery County Court of Common Pleas, 1982)
Torhan Will
164 A.2d 920 (Supreme Court of Pennsylvania, 1960)
Rhodes Will
160 A.2d 532 (Supreme Court of Pennsylvania, 1960)
Cohen Will
51 A.2d 704 (Supreme Court of Pennsylvania, 1947)

Cite This Page — Counsel Stack

Bluebook (online)
9 A.2d 539, 336 Pa. 369, 1939 Pa. LEXIS 523, Counsel Stack Legal Research, https://law.counselstack.com/opinion/orlady-v-orlady-pa-1939.