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Dalk v. Allen,
774 So. 2d 787 (2000)
Author: Anonymous
Facts: Ms. Dalk, challenged
the legitimacy of a will purported to be that of her half sister, the decedent,
McPeak. The will was drafted by an attorney as part of a series of eight
documents requiring her signature. Due to the circulation of multiple original
documents for her signature, by mistake the will was not physically signed by
the deceased, but it was signed by the witnesses and the notary at that
meeting.
Issue: Whether the will of
the decedent McPeak was properly executed in accordance with the laws of
Florida? Whether the constructive trust established by the trial court under
Tolin can be applied?
Holding: 1) No. 2) No,
ordering a constructive trust would validate an invalid will.
Procedure: Trial ct order
admitting the will to probate is reversed and the case is remanded to consider
the counter petition for intestate administration.
Rule: Every will must be
signed at the end or that the testator’s name be subscribed at the end of the
will by some other person, in the testator’s presence and at his direction. In
order to make a valid will, the testator must strictly comply with the
provisions for formal execution. The burden is on the proponent of the will to
establish its formal execution and attestation.
Rationale: It is obvious
that the will was not signed by the decedent and a will is not valid unless it
has been executed under the laws of Florida to assure authenticity and avoid
fraud. However, it is clear from the record that the absence of the signature
resulted from a mistake. She intended to sign the will but did not, nonetheless
the will is not entitled to probate for lack of her signature b/c once declared
invalid, a testator’s intent is no longer controlling and the property must pass
intestate.
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