Zoltek's Estate

22 Pa. D. & C. 721, 1935 Pa. Dist. & Cnty. Dec. LEXIS 197
CourtPennsylvania Orphans' Court, Philadelphia County
DecidedApril 30, 1935
Docketno. 1605 of 1934
StatusPublished

This text of 22 Pa. D. & C. 721 (Zoltek'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
Zoltek's Estate, 22 Pa. D. & C. 721, 1935 Pa. Dist. & Cnty. Dec. LEXIS 197 (Pa. Super. Ct. 1935).

Opinion

Lamorelle, P. J.,

In the early part of the year 1933, Josef Zoltek and Katarzyna, his wife, owning all of their property, real and personal, as joint tenants with right of survivorship, decided that the husband, who was then an invalid, should make a will.

They accordingly sent for a friend, Michael Bedmarek, engaged in the real estate business, whom they had known intimately for many years. In making known their wishes, Bedmarek explained that because of the way the property was held the husband’s will would not effectuate their intention, in that if the husband died first his wife would take in any event, and his will as to others would be a nullity. He suggested that each make a will so that the eldest son, Anthony, whom they desired to benefit in a greater degree than their other children, would ultimately take irrespective of which of them died first. They thereupon agreed to the making of two wills exactly alike, save as to the name of testator and testatrix, and the scrivener took notes of the character of their property, as well as to how they wished to dispose thereof. Two wills were so prepared. One will was read to them by Bedmarek, that of the husband, who was at the time sick abed, the wife being up and about and attending the husband. The wills were typed in English and as Bedmarek read he translated into Polish, and “they were both satisfied.” In fact, Mrs. Zoltek said she was satisfied with the will and wanted it signed. The husband signed, and his will (which has been offered in evidence and is part of the record) was witnessed. Bed[722]*722marelt made the mark to the wife’s will: she was illiterate and did not know how to write, so she touched the end of the penholder and he affixed her name as well as the word “her” and the word “mark”. The same witnesses acted in each case.

The date, like the will itself, is typewritten and had already been filled in by the scrivener, and though the actual date of execution may be questioned, this is of no particular moment, as no charitable bequests are made.

The husband predeceased the wife.

¡She died May 3,1934, a year and some months after the date of her will.

This will was probated on May 15, 1934. At the time Jan Piatk and John Malek both swore that as subscribing witnesses to the “last will dated Feb. 22, 1933, of Katarzyna Zoltek” they were present and did see and hear Katarzyna Zoltek, deceased, the testatrix therein named, make her mark, seal, publish and declare the same as and for her last will and testament, and also “the name of testatrix having been subscribed in her presence, and by her direction and authority.”

The estate is valued at about $450 personal property and $7,200 realty, less encumbrances of $600. The inventory and appraisement is not before us, nor have we any record of the debts. Anthony Zoltek, a son, is given the estate, subject to his paying the other children $1,650, all told. At the time of the execution of the two wills there were six children, two of them daughters. They all survived their mother.

A married daughter, Valeryja Rydzik, appeals from the action of the register in probating the will and granting letters. None of the other children join in her petition, nor do they answer, though duly served with citation. Their attitude is therefore not a matter of record.

This daughter, in her petition, alleges and states that she “expects” to be able to prove that at the time of the execution of “said writing”, meaning the will, the physical condition of her mother was impaired by sickness and infirmity; that she was not a person of sound mind; that the will was procured by undue influence, duress and constraint by Anthony Zoltek; and that the writing was never in fact signed by her mother. She also alleges that another will was made by her mother in April, 1933, in longhand; and finally, that the will (as probated) is a forgery, etc., etc. When the case came on for a hearing, however, she offered no testimony whatever in support of her many allegations. Llewellyn’s Estate, 296 Pa. 74, would seem to be in point. Her only witness was a handwriting expert whose testimony is negligible. On the other hand three witnesses testified to the physical 'condition of testatrix, and no one then questioned her mentality. The husband was sick and she was attending him. Counsel for the daughter, after hearing the testimony, withdrew all claims, and for the first time contended that as the mark was made before the name was appended, section 3 of the Wills Act of June 7,1917, P. L. 403, had not been complied with. Nowhere in his petition did he so allege, and the hearing judge might well have dismissed his petition on this ground alone. However, the hearing judge passed upon the merit of the case and upheld the will. And that brings us to the crux of the case, for admittedly the mark was made before the name was written, and that, and that alone, is the one and only question before us.

It has always been our thought that since the Wills Act of 1917, it is a matter of no legal moment whether the name was first attached and the mark made afterwards, or vice versa, or whether they were done at one and the same time, as a scrivener might well write “John X Smith” and then with an extra flourish and a turning back of his pen interpolate the words “his mark”.

[723]*723Section 3 of the Wills Act was but intended to clarify the law: so says Judge Gest. See notes to Commissioners’ Report at page 57.

The Act of January 27, 1848, P. L. 16, provided that a will should be valid if testator’s name was subscribed by his direction and authority or to which he had made his mark.

The later act provides that his name should be subscribed in his presence, and to which he should make his mark unless unable to do so, and “That such will shall be proved by the oaths or affirmations of two or more competent witnesses.”

There is nothing in the act requiring the mark to be made last, or for that matter first. The test is the acquiescence of the testator, and this may be by express direction and authority, or it may be implied. What is said by the one primarily responsible for this act, Judge Gest, in Reilly’s Estate, 9 D. & C. 538, 539, is directly in point:

“After the will was written, the witness read the will to the testator, who said it was all right and inquired if he should sign his full name, but Wene told him that he might make a cross if he wanted to, which the testator did with a fountain-pen handed him by Wene, and Wene then wrote the testator’s name and put a circle around the cross-mark.” Later after procuring two witnesses, the scrivener brought them to the hospital and (still quoting Judge Gest) “The notary then read the will to the testator and asked him to identify his cross-mark, which he did, and then the notary instructed the two witnesses to sign as such, which they did, in the presence of the testator, andi he afterwards added the acknowledgment under his seal.”

Exceptions to the finding of the hearing judge were dismissed by the orphans’ court in a per curiam opinion; upon appeal the Superior Court sustained the will: 92 Pa. Superior Ct. 314; and afterwards an allocatur was refused by the Supreme Court.

In Picconi’s Estate, 4 D. & C. 245, 247, the same judge said:

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Bluebook (online)
22 Pa. D. & C. 721, 1935 Pa. Dist. & Cnty. Dec. LEXIS 197, Counsel Stack Legal Research, https://law.counselstack.com/opinion/zolteks-estate-paorphctphilad-1935.