Estate of Nalaschi

90 A.3d 8 (2014)

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Estate of Nalaschi

Pennsylvania Superior Court
90 A.3d 8 (2014)

Facts

Albert Nalaschi, Sr. made a will in January 2010 naming his son Eugene Nalaschi (defendant) as executor and his daughter Louise Lokuta as sole beneficiary. Over the course of 2010, several incidents occurred that indicated Albert’s mental health was declining. In March 2011, Albert met with attorney James Zipay to draft a power of attorney. Zipay determined that Albert was competent to execute a legal document. In April 2011, Albert met with attorney Charles Witaconis (plaintiff) to make a new will. Witaconis confirmed that Albert knew what property he owned and knew who his family members were and determined that Albert had testamentary capacity. Albert executed a will naming Witaconis as executor and his son James Nalaschi as his sole beneficiary. Eugene Turchetti, a doctor who had never met Albert, later reviewed his medical records and determined that he had alcohol-related dementia, a progressive mental illness that had deprived Albert of the capacity to execute the 2011 will. After Albert’s death, a court issued letters testamentary to Eugene Nalaschi concerning the 2010 will. Witaconis petitioned the court to probate the 2011 will. The court granted Witaconis’s petition and revoked Eugene Nalaschi’s letters testamentary. Eugene Nalaschi appealed.

Rule of Law

Issue

Holding and Reasoning (Donohue, J.)

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