Succession Digests Part 1
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some are from the professors themselves. I do not claim any rights on the reviewers/handouts/presentation here. Just sha...
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SUCCESSION A2010 NERI v AKUTIN 74 PHIL 185 MORAN; May 21, 1943 NATURE Petition for review on certiorari FACTS - Testat Testator or Neri indica indicated ted in his will that he was leaving leaving all of his proper propertie ties s by universal title to his children by his second marriage with preterition of his children by his first marriage. - Eleuterio, Agripino, Agapita, Getulia, Rosario and Celerina are all Neri’s children by his first marriage. - The trial court annulled the institution of the heirs and declared total intestacy. - The children children by the second second marriage marriage filed a motion motion for reconsidera reconsideration tion on the grounds that: 1) there is no preterition as to the children of the first marriage have received their shares in the property left by the testator 2) assuming that there has been a preterition, the effect would not be the annulment of the institution of heirs but simply the reduction of the bequest made to them. - The children by the second marriage anchor their argument on the concept of “heir” whose A814 definition is deemed repealed by that of the Code of Civil Procedure. It is maintained that the word "heredero" under the Civil Code, is not synonymous with the term "heir" under the Code of Civil Procedure, and that the "heir" under the latter Code Code is no longer longer persona personally lly liable liable for the debts of the deceased deceased as was the "heredero" under the Civil Code ISSUES 1. WON there is preterition 2. WON there should be annulment of the institution of the heirs and open the estate to total intestacy HELD 1. YES, there is preterition - According to the court’s findings, none of the children by the first marriage received their respective shares from the testator’s property - Even if clause 8 of the will is invoked (said clause states that the children by his first marriage had already received their shares in his property excluding what he had given them as aid during their financial troubles and the money they had borrowed from him) the Court can rely only on the findings of the trial court that the inventory indicates that the property of Neri has remained intact and that no portion has been given to the children of the first marriage. - Neri left his property by universal title to the children by his second marriage and did not expressly disinherit his children by his first marriage but did not leave anything to them. This fits the case of preterition preterition according to A814, CC which provides that that the institutio institution n of heirs shall be annulled annulled and intestate intestate succession succession should be declared declared open. 2. YES - The word "heir" as used in A814 of the Civil Code may not have the meaning that it has under the Code of Civil Procedure, but this does prevent a bequest from being made by universal title as is in substance the subject-matter of A814 of the Civil Code. - It may also be true that heirs under the Code of Civil Procedure may receive the bequest only after payment of debts left by the deceased and not before as under the
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Civil Code, but this may have a bearing only upon the question as to when succession becomes effective and can in no way destroy the fact that succession may still be by universal or special title. - Since a bequest may still be made by universal title and with preterition of forced heirs, its nullity as provided in article 814 still applies there b eing nothing inconsistent with it in the Code of Civil Procedure. Procedure. The basis for its nullity is the nature and effect of the bequest and not its possible name under the Code of Civil Procedure. - In addition, Secs. 755 and 756 of the Code of Civil Procedure affected A814 and A851 of the Civil Code. But these sections have been expressly repealed by Act No. 2141, thus restoring force to A814 and A851. OZAETA [concur] - Whether or not there was preterition of the testator's surviving children by his first marriage, may not be entirely beyond dispute, because it is not altogether improbable that, before the testator made his will said children of his had received cash advances from him. But, to my mind, there can be no doubt that there was preterition preterition of the testator's testator's grandchildre grandchildren n by his daughter Getulia, who died long before before the testator made his will. These lineal descendants of the testator, who are also forced heirs of his, were completely ignored and omitted in the will. - In the absenc absence e of proof it cannot cannot be presume presumed d that that the testato testatorr made the declarations in bad faith - that he made them knowing that it was not true that he had given each of his surviving children by his first wife at least an equal if not a greater share in his inheritance than what he left to each of his children by his second wife. - But if he had made those declarations in bad faith or as a subterfuge to deprive his children and grandchildren by his first marriage of their legal share in his inheritance, he could only have done so with the intention to frustrate their right. In that case the preterition would only assume a different form, voluntary instead of involuntary. But the result would be the same. BOCOBO [dissent] - There is no preterition because the findings of both the Court of First I nstance and of the Court of Appeals show that all the children of the first marriage have received, in property and in cash, a part of their short legitime. One of the requisites of preterition is that one or some of the heirs of the direct line be totally deprived of their legitime. - The children of the first marriage not having been entirely forgotten, the will should be respected and carried out, but the children of the first marriage should have their respective respective shares in the strict legitime completed completed after taking into account account the amounts already received by them from their father. - But granting that there was a preterition because one or some of the children of the first marriage never received, by donation inter vivos or by will, anything from their father, it is clear from the will in question that the children of the second marriage are entitled to the third for free disposal and to the third for mejora (in addition to their share in the strict legitime. - "Anulará la institución de heredero" does not mean that the whole will is of no effect. It merely nullifies the clause designating the children of the second marriage. As the only "herederos" or continuers of the testator's personality and in the place of such clause, clause, article 814 orders orders that all the children, of both marriages, marriages, shall be such continuers of Neri's personality. This does not mean that all the children shall divide the whole estate equally, by the rules of intestacy. It simply signifies that the children of both both marria marriages ges become become contin continuer uers s of Neri's Neri's person personali ality, ty, and as such such liable liable personally for all of Neri's obligations, so that, under the system of the Spanish Civil Code, which distinguishes "herederos" from "legatarios," all the children are liable personally for the debts of their father, even beyond and in excess of the property received by each of them.
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ALVAREZ v IAC (YANES) 185 SCRA 8 FERNAN; May 7, 1990 NATURE Petition for review on certiorari FACTS - Two parcels of land were registered in the names of the heirs of Aniceto Yanes, under an Original Certificate of Title. - Fortunato D. Santiago was issued a Transfer Certificate of Title. Santiago then sold the lots to Monico B. Fuentebella, Jr. The lots were sold thereafter Rosendo Alvarez. - The Yaneses filed a complaint against Santiago, Arsenia Vda. de Fuentebella, Alvarez and the Register of Deeds of Negros Occidental for the "return" of the ownership and possession of the lots, and prayed for an accounting of the produce of the land from 1944 up to the filing of the complaint, and that the share or money equivalent due the heirs be delivered to them, and damages. - During the pendency of the case, Alvarez sold the lots to Dr. Rodolfo Siason. The CFI ordered Alvarez to reconvey and deliver the possession possession of the lots to the Yaneses. However, execution of said decision proved unsuccessful with respect to one of the lots, as it had been subdivided into two and that that they were "in the name" of Rodolfo Siason who had purchased them from Alvarez, and that the lot could not be delivered to the plaintiffs as Siason was "not a party per writ of execution." - The Yaneses filed a petition for the issuance of a new certificate of title and for a declaration declaration of nullity nullity of the TCTs issued to Rosendo Rosendo Alvarez. The court required required Rodolfo Siason to produce the certificates of title covering the lots, which order was later nullified by the court in view of a manifestation filed by Siason. - the lower court found Siason as a buyer in good faith, and ordered the heirs of Alvarez Alvarez to pay the Yaneses Yaneses the actual value of the lots, plus damages. damages. The IAC affirmed except as to damages. - Petitioners contend, among others, that the liability liability arising from the sale sale of the lots made by Rosendo Alvarez to Dr. Rodolfo Siason should be the sole liability of the late Rosendo Alvarez or of his estate, after his death. ISSUE WON the liability arising from the sale of the lots made by Rosendo Alvarez to Dr. Rodolfo Siason should be the sole liability of the late Rosendo Alvarez or of his estate, after his death. HELD NO. - It overlooks the doctrine obtaining in this jurisdiction on the general transmissibility of the rights and obligations of the deceased to his legitimate children and heirs. Under our law, the general rule is that a party's contractual rights and obligations are transmissible to the successors. - The pertinent provisions of the Civil Code state: Art. 774. Succession is a mode of acquisition by virtue of which the property, rights and obligat obligation ions s to the extent extent of the value of the inherita inheritance nce,, of a person person are transmitted through his death to another or others either by his will or by operation of law. Art. 776. The inheritance includes all the property, rights and obligations of a person which are not extinguished by his death.
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Art. 1311. Contract stake effect only between the parties, their assigns and heirs except in case where the rights and obligations arising from the contract are not transmissible by their nature, or by stipulation or by provision of law. The heir is not liable beyond the value of the property received from the decedent. - Estate of Hemady vs. Luzon Surety Co., Inc.: The binding effect of contracts upon the heirs of the deceased party is not altered by the provision of our Rules of Court that money debts of a deceased deceased must be liquidated liquidated and paid from his estate before the residue residue is distribute distributed d among said heirs (Rule 89). The reason is that whatever whatever payment payment is thus thus made made from from the state state is ultimate ultimately ly a paymen paymentt by the heirs heirs or distributees, since the amount of the paid claim in fact diminishes or reduces the shares that the heirs would have been entitled to receive. - The general rule (above) is a consequence of the progressive "depersonalization" of patrimonial rights and duties that, as observed by Victorio Polacco, “has characterized the history of these institutions. From the Roman concept of a relation from person to person, the obligation has evolved into a relation from patrimony to patrimony with the persons occupying only a representative position, barring those rare cases where the obligation is strictly personal, i.e., is contracted intuitu personae, in consideration of its performance by a specific person and by no other.” - Petitioners being the heirs of the late Rosendo Alvarez, they cannot escape the legal consequences of their father's transaction, which gave rise to the present claim for damages. damages. That petitioner petitioners s did not inherit inherit the property property involved is of no moment because by legal fiction, the monetary equivalent thereof devolved into the mass of their father's father's hereditary hereditary estate, estate, and hereditary hereditary assets assets are always liable in their totality totality for the payment of the debts of the estate.It estate.It must, however, however, be made clear that petitioners are liable only to the extent of the value of their inheritance.
VITUG v CA (ROWENA FAUSTINO-CORONA) 183 SCRA 755 SARMIENTO; March 29, 1990 NATURE This case is a chapter chapter in an earlier suit involving involving the probate of the two wills of the late Dolores Luchangco Luchangco Vitug naming private private respondent respondent Rowena Faustino-Co Faustino-Corona rona executrix. In that case, the appointment of Nenita Alonte as co-special administrator of Mrs. Vitug's estate with her (Mrs. Vitug's) widower, petitioner Romarico G. Vitug, pending probate was upheld. FACTS - Jan.13, 1985, Romarico G. Vitug filed a motion asking for authority from the probate court to sell certain shares of stock and real properties belonging to the estate to cover allegedly his advances to the estate in the sum of P667,731.66, plus interests, which which he claime claimed d were were person personal al funds funds (as found by CA, the allege alleged d advance advances s consis consisted ted of P58,14 P58,147.4 7.40 0 estate estate tax, tax, P518,8 P518,834. 34.27 27 defici deficienc ency y estate estate tax, tax, and P90,749.99 as increment thereto). - April 12, 1985, Rowena Corona Corona opposed the motion to sell on the ground ground that the same funds withdrawn from one of the savings account were conjugal partnership properties properties and part of the estate, and hence, there was allegedly allegedly no ground for reimbursement. She also sought his ouster for failure to include the sums in question for inventory and for "concealment of funds belonging to the estate." - Vitug insists that the said funds are his exclusive property having acquired the same through a survivorship agreement executed with his late wife and the bank on June 19, 1970, where it was stipulated that all the money that will be deposited by either of them (Romarico and Dolores) in their joint savings current account shall be their
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property, property, and after the death of either either of them shall belong belong to and be the sole property of the survivor. - The trial courts upheld the validity of this agreement and granted "the motion to sell some of the estate of Dolores, the proceeds of which shall be used to pay the personal funds of Romarico Vitug in the total sum of P667,731.66 ... ." - On the other hand, the CA, in the petition for certiorari filed by Rowena, held that the above-quoted survivorship agreement constitutes a conveyance mortis causa which "did not comply with the formalities of a valid will as prescribed by Article 805 of the Civil Code," and secondly, assuming that it is a mere donation inter vivos, it is a prohibited donation under the provisions of Article 133 of the Civil Code, setting aside the order granting Romarico’s motion to sell properties of Dolores for reimbursement of his alleged advances to the estate. - Romarico assails CA’s ruling on the strength of Rivera v. People's Bank and Trust Co. and Macam v. Gatmaitan Gatmaitan sustaining sustaining the validity of "survivors "survivorship hip agreements" agreements" and considering them as aleatory contracts.
- The validity of the contract seems debatable by reason of its "survivor-take-all" feature, but in reality, that contract imposed a mere obligation with a term, the term being death. Such agreements are permitted by the Civil Code under Article 2010 1 - While the court has warned that although the survivorship agreement is per se not contrary to law its operation or effect may be violative of the law. For instance, if it be shown in a given case that such agreement is a mere cloak to hide an inofficious donation, to transfer property in fraud of creditors, or to defeat the legitime of a forced forced heir, it may be assail assailed ed and annulled annulled upon such such ground grounds, s, there there is no demonstration in this case that the survivorship agreement had been executed for such unlawful purposes.
ISSUE WON the survivorship agreement constitutes a conveyance mortis causa.
NATURE Appeal from a judgment of the CFI Manila
HELD NO. - The conveyance in question is not, first of all, one of mortis causa, which should be embodied in a will. A will has been defined as "a personal, solemn, revocable and free act by which a capacitated person disposes of his property and rights and declares or complies with duties to take effect after his death." In other words, the bequest or device must pertain to the testator. In this case, the monies subject of the savings account were in the nature of conjugal funds. - In the Rivera case, the court rejected claims that a survivorship agreement purports to deliver one party's separate properties in favor of the other, but simply, their joint holdings - In the Macam case, it was held that the agreement is an aleatory contract whereby, according to article 1790 of the Civil Code, one of the parties or both reciprocally bind themselves to give or do something as an equivalent for that which the other party is to give or do in case of the occurrence of an event which is uncertain or will happen at an indeterminate time. - There is no showing that the funds exclusively belonged to one party, and hence it must be presumed to be conjugal, having been acquired during the existence of the marital relations. - Neither Neither is the survivorship survivorship agreement agreement a donation donation inter vivos, vivos, for obvious obvious reasons, becaus because e it was to take effect effect after the death of one party. party. Secondly Secondly,, it is not a donation between the spouses because it involved no conveyance of a spouse's own properties to the other. - Also, the agreement involves no modification petition of the conjugal partnership, as held by the CA, by "mere stipulation" and that it is no "cloak" to circumvent the law on conjugal property relations as the spouses are not prohibited by law to invest conjugal proper property, ty, say, by way of a joint joint and several several bank bank accoun account, t, more more commonl commonly y denominated in banking parlance as an "and/or" account. In the case at bar, the spouses Vitug did not dispose of property in favor of the other, which would have arguably arguably been sanctionabl sanctionable e as a prohibited prohibited donation. donation. And since the funds were conjugal, it can not be said that one spouse could have pressured the other in placing his or her deposits in the money pool.
FACTS
MONTINOLA v HERBOSA CA REP 2ND 377 CAPISTRANO; 1963
Montinola filed this action against the heirs of Jose Rizal for the recovery of possession of personal property (the RIZAL RELICS) allegedly sold to him by Dona Trinidad Rizal. The trial court held that neither party is entitled to possession possession of property, property, relying principally on the fact that in Rizal’s MI ULTIMO ADIOS, there was a stanza where Rizal allegedly bequeathed all his property to the Filipino people: “Sintang Pilipinas, lupa kong hinirang…H hinirang…Huling uling paalam ko’t sayo’y sayo’y iiwan. iiwan. Ang lahat at madlang madlang iniwan sa buhay.” The handwritten work of Rizal to the mind of the trial court constitutes a holographic will giving to the State all his property. (The Court also relied on the enforceability of Spanish judgment convicting Rizal and adjudging in favor of the state P100,000 as indemnity as another basis for holding that it is the State that had superior lien over Rizal’s property but for our purposes, only the issue of succession is herein discussed) ISSUE WON Rizal’s Rizal’s MI ULTIMU ADIOS which was handwritte handwritten n by Rizal is a holographic holographic will, will, which bequeaths to the State all his property (the Rizal relics). HELD - An instrument which merely expresses a last wish as a thought or advice but does not contain a disposition of property and was not executed with ANIMUS TESTANDI cannot be legally considered a will. - Rizal’s MI ULTIMO ADIOS is a literary literary piece of work and was so intended. intended. It may be consid considere ered d a will will in a grammat grammatica icall sense, sense, but not in a legal legal or juridi juridical cal sense. sense. Assuming Assuming arguendo arguendo that the concerned 13 th stanza stanza in the said writing writing was a holographic will, the fact remains that it is still worthless for noncompliance with the mandatory provisions of the Spanish Civil Code. - Art 688 requires that it be drawn on stamped paper corresponding to the year of its execution, written in its entirety by the testator and signed by him and must contain a 1
ART. 2010. By an aleatory contract, one of the parties or both reciprocally bind themselves to give or to do something in consideration of what the other shall give or do upon the happening of an event which is uncertain, or which is to occur at an indeterminate time.
SUCCESSION A2010 statem statement ent of the year, year, month and day of executio execution. n. Art. Art. 689 requir requires es that holographic wills be protocoled and shall be presented for this purpose to the judge of first instance instance of the last domicile domicile of the testator testator or to the one of the place where he died within 5 years from the day of the testator’s death. Without these requisites, the holographic will shall not be valid.
ENRIQUEZ v ABADIA 95 Phil 927 MONTEMAYOR; August 9, 1954 FACTS - September 6, 1923, Father Sancho Abadia, parish priest of Talisay, Cebu, executed a document purporting to be his Last Will and Testament. He died on January 14, 1943 . Andres Enriquez, one of the legatees filed a petition for its probate which was opposed by some cousins and nephews who would inherit the estate of the deceased if he left no will. - One of the attesting attesting witnesses witnesses testified testified without without contradiction contradiction that in his presence presence and in the presence of his co-witnesses, Father Sancho wrote out in longhand said will in Spanish which the testator spoke and understood; that he (testator) signed on he left hand margin of the front page of each of the three folios folios or sheets sheets of which the document is composed, and numbered the same with Arabic numerals, and finally signed his name at the end of his writing at the last page, all this, in the presence of the three attesting witnesses after telling that it was his last will and that the said three witnesses signed their names on the last page after the attestation clause in his presence presence and in the presence of each other. other. The oppositors oppositors did not submit submit any evidence. - The trial court court found said will to be a holographic holographic will. will. Although at the time it was executed and at the time of the testator's death, holographic wills were not permitted by law , the trial court still admitted to probate the Last Will and Testament of Father Sancho Abadia. The TC did so because at the time of the hearing and when the case was to be decided the new Civil Code was already in force, which permitted the execution of holographic wills. According to the trial court, to carry out the intention of the testator is the controlling factor and may override any defect in form. ISSUE WON The New Civil Code may be applied to the probate of Father Abadia’s will HELD No. Article Article 795 of the new Civil Code expressly expressly provides: provides: "The validity validity of a will as to its form depends upon the observance of the law in force at the time it is made." The validity of a will is to be judged not by the law in force at the time of the testator's death or at the time the supposed will is presented in court for probate or when the petition is decided by the court but at the time the instrument was executed. One reason in support of the rule is that although the will operates upon and after the death of the testator, the wishes of the testator about the disposition of his estate among his heirs and among the legatees is given solemn expression at the time the will is executed, and in reality, the. legacy or bequest then becomes a completed act. From the day of the death of the testator, if he leaves a will, the title of the legatees and devisees under it becomes a vested right, protected under the due process clause of the constitutio constitution n against against a subsequent subsequent change in the statute adding new legal requirements of execution of wills which would invalidate such a will. By parity of reasoning, when one executes a will which is invalid for failure to observe and follow
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the legal requirements at the time of its execution then upon his death he should be regarded and declared as having died intestate, and his heirs will then inherit by intestate sucession, and no subsequent law with more liberal requirements or which dispenses with such requirements as to execution should be allowed to validate a defective defective will and thereby thereby divest the heirs of their vested rights in the estate by intestate intestate succession. succession. The general general rule is that the Legislature Legislature can not validate validate void wills.
IN RE: PROBATE OF WILL OF JOSE RIOSA GR L-14074 MALCOLM; November 7, 1918 NATURE Appeal from decision of CFI Albay which disallowed the will of RIosa FACTS - Jose Riosa made a will in January 1908, disposing of his entire estate. The will was executed according to the law in force at that time, complying with all the requisites then required. He died April 17, 1917. However, between the execution of the will and his death, the law on formalities on execution of wills was amended by Act No. 2645 (July 1, 1916; it added formalities required such as signatures on each page of the will). The new law, therefore, went into effect after the making of the will and before the death of the testator, without the testator having left a will that conforms to the new requirements. ISSUE WON the will is valid HELD 1. YES The validity validity of the execution execution of a will must be tested by the statutes in force at the time of its execution and statutes subsequently enacted have no retrospective effect. All statutes are to be construed as having only a prospective operation unless the purpose purpose and intention intention of the Legislature Legislature to give them a retrospect retrospective ive effect is expressly declared or is necessarily implied from the language used. In every case of doubt, the doubt must be resolved against the restrospective effect. -The language of Act No. 2645 gives no indication indication of retrospective retrospective effect. Such, likewise, has been the uniform tendency of the SC on cases having special application to testamentary succession. - Our statute announces a positive rule for the transference of property which must be complied with as a completed act at the time of the execution, so far as the act of the testator is concerned, as to all testaments made subsequent to the enactment of Act No. 2645, but is not effective as to testaments made antecedent to that date. - the court considered 3 views in addressing the issue: (1) validity of wills are tested by the laws in force at the time of death of the testator (considere (considered d the right of one to make a will as an inchoate right). right). This view was rejected by the court. “The act of bequeathing or devising is something more than inchoate inchoate or ambulatory. ambulatory. In reality, reality, it becomes a completed act when the will is executed executed and attested according according to the law, although it does not take effect on the property until a future time.” (2) validity of wills must be tested by statutes in force at time of execution. This view is the one adopted by SC
SUCCESSION A2010 (3) statutes relating relating to the execution execution of wills, when they increase increase the necessary necessary formalities, should be construed so as not to impair the validity of a will already made and, when they lessen the formalities required, should be construed so as to aid wills defectively executed according to the law in force at the time of their making. The court did not directly address this view, but clearly stated that they are adopting the 2nd rule
JIMENEZ v FERNANDEZ 184 SCR 190 PARAS; April 6, 1990 NATURE Petition for review on certiorari FACTS - land in question is the Eastern portion of parcel of residential land with an area of 436 sqm situated situated in Barrio Dulig, Labrador, Labrador, Pangasinan Pangasinan in the name of Sulpicia Jimenez. Jimenez. The entire parcel parcel of land with area of 2,932 sqm, formerly formerly belonged belonged to Fermin Jimenez. Jimenez. Fermin has 2 sons named Fortunato and Carlos Jimenez. Fortunato Fortunato who predeceased his father has only one child, the petitioner Sulpicia. After the death of Fermin, the entire parcel of land was registered under Act 496 in the name of Carlos Jimenez and Sulpicia Jimenez (uncle and niece) in equal shares pro-indiviso with respective respective OCTs issued issued on February 28, 1933. Carlos Carlos died on July 9, 1936 and his illegitima illegitimate te daughter, daughter, Melecia Cayabyab, also known as Melecia Melecia Jimenez, Jimenez, took possession of the eastern portion of the property consisting of 436 sqm. - Januar January y 20, 1944, 1944, Meleci Melecia a sold sold said said 436 sqm portio portion n to Edilbe Edilberto rto Cagamp Cagampan. an. Defendant Teodora Grado executed a contract entitled "Exchange of Real Properties" whereby the Edilberto transferred said 436 sqm portion to the Teodora, who has been in occupation since. - August 29, 1969, Sulpicia executed an affidavit adjudicating adjudicating unto herself the other half of the property appertaining appertaining to Carlos, Carlos, upon manifestati manifestation on that she is the only heir of her deceased uncle. Consequently, TCT was issued on October 1, 1969 in Sulipicia’s name alone over the entire 2,932 sqm property. - April 1, 1970, Sulpicia, joined by her husband, instituted the present action for the recovery recovery of the eastern portion consisting consisting 436 sqm occupied by defendant defendant Teodora and her son. - TRIAL COURT: dismissed the complaint and held defendant Teodora the absolute owner of the land in question - CA: affirmed in toto, MFR deined. ISSUE WON Melecia Cayabyab (aka Melecia Jimenez) has right to transfer transfer (Melecia to Edilberto) (and consequent transfer (Edilberto to Teodora)) over the said property given that she is illegitimate child of Carlos Jimenez HELD NO Reasoning - Melecia is not the daughter of Carlos Jimenez and therefore, had no right over the property in question. Teodora et al failed to present concrete evidence to prove that Melecia Cayabyab was really the daughter of Carlos Jimenez. Assuming that Melecia was the illegitimate daughter of Carlos Jimenez there can be no question that Melecia had no right to succeed to the estate of Carlos Jimenez and could not have validly
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acquired, nor legally transferred to Edilberto Cagampan that portion of the property subject of this petition. - It is well-settled in this jurisdiction that the rights to the succession are transmitted from the moment of the death of the decedent (A777 CC). Moreover, A2263 CC says “Rights to the inheritance of a person who died with or without a will, before the effectivity of this Code, shall be governed by the Civil Code of 1889, by other previous laws, laws, and by the Rules Rules of Court Court . . ." Since Carlos Carlos died on July 9, 1936, 1936, the successional rights pertaining to his estate must be determined in accordance with the Civil Code of 1889. Cid v. Burnaman : To be an heir under the rules of Civil Code of 1889, a child must be either a child legitimate, legitimated, or adopted, or else an acknowledged natural child for illegitimate illegitimate not natural are disqualifi disqualified ed to inherit. inherit. (Civil Code of 1889, Art. 807, 935) - Even assuming that Melecia was born out of the common-law-relationship between her mother (Maria Cayabyab) and Carlos Jimenez, she could not even be considered an acknowledged natural child because Carlos Jimenez was then legally married to Susana Abalos and therefore not qualified to marry Maria Cayabyab and consequently Meleci Melecia a Cayaby Cayabyab ab was an illegi illegitim timate ate spurio spurious us child child and not entitl entitled ed to any successional rights in so far as the estate of Carlos Jimenez was concerned. - Meleci Melecia a could could not even legall legally y transf transfer er the parcel parcel of land land to Edilbe Edilberto rto who accordingly, could not also legally transfer the same to Teodora. - Melecia’s possession or of her predecessors-in-interest would be unavailing against Sulpicia who was the holder pro-indiviso with Carlos Jimenez of the Torrens Certificate of Title covering a tract of land which includes the portion now in question, from February 28, 1933, when the OCT was issued. Benin v. Tuason: No possession by any person of any portion of the land covered by said original certificate of titles, could defeat the title of the registered owner of the land covered by the certificate of title.
MICIANO v BRIMO 50 Phil 867 ROMUALDEZ NATURE Appeal from various Manila CFI orders FACTS - Joseph Brimo. a Turkish national but a long time resident of the Philippines, died and left behind a testamentary will with Andre Brimo, one the decedent’s brother as a legatee. - Andre Brimo opposed the will on the ground that the provisions provisions therein are not in accord with Turkish law and thus a violation of the Philippine Civil Code, Article 10 which states: "Nevertheless, "Nevertheless, legal a testamentary successions, in respect to the order of succession as well as to the amount of the successional rights and the intrinsic validity of their provisions, shall be regulated by the national law of the person whose succession is in question, whatever may be the nature of the property or the country in which it may be situated." - He was also excluded from the will in view of the provision therein that the testator annuls and cancels the disposition found in the will favorable to persons who do not respect the provisions of the said will. - The lower court also dismissed the opposition to the will as the oppositor did not prove that said testamentary dispositions are not in accordance with the Turkish laws,
SUCCESSION A2010 inasmuch as he did not present any evidence showing what the Turkish laws ae on the matter, and in the absence of evidence on such laws, they are presumed to be the same as those of the Philippines. (Lim and Lim vs. Collector of Customs, 36 Phil., 472.) ISSUES 1. WON the will complied with Turkish Turkish law xxx 2. WON the exclusion of Andre Brimo from the will is valid HELD 1. Yes. The ratiocination of the lower court with regard the presumption that Philippine and Turkish laws are the same is valid in the absence of evidence that showing what the Turkish Turkish laws laws are on the matter. matter. Hence the will will must be compli complied ed with with and executed as the same is not contrary to Philippine laws. 2. No. The condition imposed in the will that legatees must respect the testator’s will to distribute his property in accordance with the laws of the Philippines is void for being contrary to law under Article 792 0f the Civil Code which provides as follows: "Impossible conditions and those contrary to law or good morals shall be considered as not imposed and shall not prejudice the heir or legatee in any manner whatsoever, even should the testator otherwise provide." Said condition is contrary to law because it expressly ignores the testator's national law when, according to article 10 of the Civil Code above quoted, such national law of the testator is the one to govern his testamentary dispositions. Said condition then, in the light of the legal provisions above cited, is considered unwritten, and the institution of legatees in said will is unconditional and consequently valid and effective even as to the herein oppositor.
CAYETANO v LEONIDAS 129 SCRA 524 GUTIERREZ; May 30, 1984 NATURE Petition for review on certiorari FACTS - Adoracion Campos died, leaving her father, Hermogenes and her sisters, Nenita Paguia, Remedios Lopez and Marieta Medina as the surviving heirs. - As Hermogenes Campos was the only compulsory heir, he executed an Affidavit of Adjudication whereby he adjudicated unto himself the ownership of the entire estate of Adoracion - Eleven months after, Nenita Paguia filed a petition for the reprobate of a will of Adoracion, Adoracion, which was allegedly executed executed in the US and for her appointment appointment as administratrix of the estate of the deceased testatrix. - An opposition to the reprobate of the will was filed by Hermogenes alleging among other things, that he has every reason to believe that the will in question is a forgery; that the intrinsic provisions of the will are null and void; and that even if pertinent American laws on intrinsic provisions are invoked, the same could not apply inasmuch as they would work injustice and injury to him. - Hermogenes filed a Motion to Dismiss Opposition (With Waiver of Rights or Interests) stating that he "has been able to verify the veracity thereof (of the will) and now confirms the same to be truly the probated will of his daughter Adoracion." Hence, an ex-parte presentation of evidence for the reprobate of the questioned will was made.
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- Respon Responden dentt judge judge issued issued an order order admitt admitting ing the Last Last Will Will and Testament Testament of Adoracion and allowed probate in the Philippines, and Nenita Paguia was appointed Administratrix of the estate of said decedent. - Hermogenes filed a petition for relief, praying that the order allowing the will be set aside on the ground that the withdrawal of his opposition to the same was secured through fraudulent means. He filed another motion entitled entitled "Motion to Vacate and/or Set Aside the Order of Januar January y 10, 1979, and/or and/or dismis dismiss s the case for lack lack of jurisdiction. - Respondent judge issued an order dismissing the petition for relief for failure to present evidence in support thereof. Petitioner filed a motion for reconsideration but the same was denied. In the same order, respondent judge also denied the motion to vacate for lack of merit. ISSUE WON the provisions of the will are valid. HELD - NO. As a general rule, the probate court's authority is limited only to the extrinsic extrinsic validity of the will, the due execution thereof, the testatrix's testamentary capacity and the compliance with the requisites or solemnities prescribed by law. The intrinsic validity of the will normally comes only after the court has declared that the will has been duly authenticated. However, where practical considerations demand that the intrinsic validity of the will be passed upon, even before it is probated, the court should meet the issue. - Although on its face, the will appeared to have preterited the petitioner and thus, the respondent judge should have denied its reprobate outright, the private respondents have have suffic sufficien iently tly establ establish ished ed that that Adorac Adoracion ion was, at the time time of her death, death, an American citizen and a permanent resident of Philadelphia, Pennsylvania, U.S.A. - Capacity to succeed is governed by the law of the nation of the decedent. The law which governs Adoracion Campo's will is the law of Pennsylvania, U.S.A., which is the national law of the decedent. It is a settled rule that as regards the intrinsic validity of the provisions of the will, as provided for by Article 16(2) and 1039 of the Civil Code, the national law of the decedent must apply. - The settlement of the estate of Adoracion Campos was correctly filed with the CFI of Manila where she had an estate since it was alleged and proven that Adoracion at the time of her death was a citizen and permanent permanent resident of Pennsylvania, Pennsylvania, and not a "usual "usual resident resident of Cavite" Cavite" as alleged by the petitioner. petitioner. Moreover, petitioner petitioner is estopped from questioning the jurisdiction of the probate court in the petition for relief.
ABANGAN v ABANGAN (Ajang) SUREZA v SALUD (Giulia) MATIAS v SALUD 104 Phil 1046 Reyes; June 23, 1958 NATURE
SUCCESSION A2010 Appeal from an order of the CFI of Cavite denying probate of the purported will of the late Gabina Raquel FACTS - Gabina Raquel executed a will bequeathing most of her properties to her niece Aurea Matias, in recompense for the services rendered for 30 years, and some legacies are made to her other nephews and nieces surnamed Salud and Matias. - The document appears appears to be composed of three pages. On the lower half of the second page, preceding the attestation clause, appears the signature “Gabina Raquel” which is apparently of admitted admitted authenticity. Alongside it is a smudge smudge in violet ink, with blurred ridge lines, claimed by the proponents to be a thumbmark affixed by the testatrix. Gabina had no choice but just to affix her thumbmark as she had difficulty difficulty signing signing the document document due to her herpes herpes zoster that afflicted afflicted her right arm and shoulder. On the third page, at the end of the attestation clause appear the signature on the left margin of each page; and on the upper part of each page’s left margin appears a violet ink smudge similar to the one previously described, accompanied by the written words “Gabina Raquel” and underneath said name “by Lourdes Samonte” (one of the witnesses). - The probate of the will has been opposed by Salud. Salud. She urges that the fingermark of the testatrix cannot be regarded as her valid signature since it does not show distinct identifyin identifying g ridge lines; and thence, thence, that the attestatio attestation n clause clause should should be held defective because it fails to state that Lourdes Samonte signed for the testator. - The CFI Judge ruled in favor her, denying probate of the purported purported will based primarily on the testimony of the consultant’s expert witness. Thus, this appeal. ISSUE WON the specific legal requirements of a notarial will were satisfied HELD YES. The legal requisite that the will should should be signed by the testator is satisfied by a thumbprint or other mark affixed by him; and that where such mark is affixed by the decedent, it is necessary to state in the attestation clause that another person wrote the testator’s name at his request. While in the some cases the signing by mark was described in the will or in the attestation clause, it does not appeat that the Court ever held that the absence of such description is a fatal defect.
GARCIA v LACUESTA 90 Phil 489 PARAS; November 29, 1951 FACTS The will of Antero Mercado, Mercado, dated January January 3, 1943 and written written Ilocano, appears appears to have been signed by Atty. Florentino Javier who wrote the name of Antero Mercado, followed below by "A ruego del testador" and the name of Florentino Javier. Antero Mercado Mercado is alleged alleged to have written written a cross immediately immediately after his name. The CA, reversing the judgment of the CFI of Ilocos Norte, ruled that the attestation clause failed (1) to certify that the will was signed on all the left margins of the three pages and at the end of the will by Atty. Florentino Javier at the express request of the testator in the presence of the testator and each and every one of the witnesses; (2) to certify that after the signing of the name of the testator by Atty. Javier at the former's request said testator has written a cross at the end of his name and on the
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left margin of the three pages of which the will consists and at the end thereof; (3) to certify that the three witnesses signed the will in all the pages thereon in the presence of the testator and of each other. ISSUE WON the attestation clause is defective HELD YES. The attestation clause is fatally defective for failing to state that Antero Mercado caused Atty. Florentino Javier to write the testator's name under his express direction, as required by section 618 of the Code of Civil Procedure. Petitioner Rosario Garcia argues, however, that there is no need for such recital because the cross written by the testator testator after after his name is a suffic sufficien ientt signat signature ure and the signat signature ure of Atty. Atty. Florentino Javier is a surplusage. Petitioner's theory is that the cross is as much a signature as a thumbmark. The court is not prepared to liken the mere sign of a cross to a thumbmark, and the reason reason is obvious. obvious. The cross cannot and does not have the trustworthi trustworthiness ness of a thumbmark.
BALONAN V ABELLANA 109 PHIL 358 LABRADOR, August 31, 1960 NATURE Appeal from a decision of the Court of First Instance of Zamboanga City admitting to probate the will of one Anacleta Abellana. FACTS -The last Will and Testament, Testament, which is sought to be probated, was written in the Spanish language and consists of two (2) typewritten pages double spaced. The first page was signed by Juan Bello and under his name appears typewritten "Por la testadora testadora Anacleta Anacleta Abellana, Abellana, residence residence Certificat Certificate e A-1167629 A-1167629,, Enero Enero 20, testatrix Anacleta Anacleta 1951, Ciudad de Zamboanga Zamboanga''(which I think means, for the testatrix Abellana, residence certificate A-1167629, January 20, 1951, City of Zamboanga) -On the second page appears the signature of three (3) instrumental witnesses Blas Sebastian, Faustino Macaso and Rafael Ignacio, at the bottom of which appears the signature of T. de los Santos and below his signature is his official designation as the notary public who notarized the said testament. On the first page on the left margin of the said instrument also appear the signatures of the instrumental witnesses. On the second page, which is the last page of said last Will and Testament, also appears the signature of the three (3) instrumental witnesses and on that second page on the left margin appears the signature of Juan Bello under whose name appears handwritten the follow following ing phrase phrase,, "Por "Por la Testad Testadora ora Anacl Anacleta eta Abella Abellana' na'.. The The will will is duly duly acknowledged before Notary Public Attorney Timoteo de los Santos. ISSUE WON the signature of Dr. Juan Abello above the typewritten typewritten statement "Por la Testa Testador dora a Anacle Anacleta ta Abellan Abellana a . . ., Ciudad Ciudad de Zamboan Zamboanga, ga,"" comply comply with with the requirements of law prescribing the manner in which a will shall be executed HELD NO. The deceased Anacleta Abellana may not be admitted to probate.
SUCCESSION A2010 Anacleta Abellana’s name does not appear written under the will by said Abellana herself, or by Dr. Juan Abello. Article 805 of the Civil Code, as well as Section 618 of the Code of Civil Procedure (Act No. 190 – probably old) require that the testator himself sign the will, or if he cannot do so, the testator’s name must be written by some other person in his presence and by his express direction. -Ex Parte Pedro Arcenas, et al., Phil, 700: If the testator will not be able to sign the will, the attesting witnesses witnesses should sign the will at the testator’ testator’s s request, request, the notary notary certifying thereto, then the testator’s name should be written by the person signing in his stead in the place where he could have signed if he knew how or was able to do so, and do this in the testator’s presence and by the testator’s express direction. It should be signed in the following manner: John Doe by the testator, Richard Doe; or in this form: "By the testator, John Doe, Richard Doe." All this must be written by the witness signing at the request of the testator. -Barut vs. Cabacungan, 21 Phil, 461: is should clearly appear that the name of the testatrix was signed at her express direction; it is unimportant whether the person who writes the name of the testatrix signs his own or not.
NERA v RIMANDO 18 PHIL 450 CARSON; February 27, 1911 NATURE Appeal from a decree of CFI La Union admitting the instrument propounded therein to probate as the last will and testament of Pedro Rimando FACTS - It is alleged that at the time when the testator and the subscribin subscribing g witnesses attached their signatures to the instrument, one of the subscribing parties (Javellana) was in another room. - Hence, it was impossible for him to see the whole act of signing because a curtain would block his view. This would then negate the finding of the CFI as to the due execution of the instrument propounded as a will. - The trial judge did not consider this relevant as he was of the opinion that this allegation, even if proven, would not be sufficient to invalidate the will on the basis of Jaboneta v Gustilo. ISSUE WON one of the subscribing witnesses was present in the small room where it was executed executed at the time when the testator testator and the other witnesses witnesses attached attached their signatures HELD YES Ratio The true test of presence presence of the testator testator and the witnesses witnesses in the execution of a will is not whether they actually saw each other sign, but whether they considering their might have seen each other sign, had they chosen to do so, considering mental and physical condition and position with relation to each other at the moment of inscription of each signature. (Jaboneta v Gustilo) 2 Evidence ce shows shows that that “at the moment moment when when Javell Javellana ana signed signed the Reasoning Eviden document, he was actually and physically present and in such position with relation to 2
CFI judge misapplied the doctrine laid down in Jaboneta v Gustilo.
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Jaboneta that he could see everything that took place by merely casting his eyes in the proper direction and without any physical obstruction to prevent his doing so.” * The question whether the testator and the subscribing witnesses to an alleged will signed the instrument in the presence of each other does NOT depend upon proof of the fact that their eyes were actually actually cast upon the paper at the moment of its subscription by each of them, but that at that moment, existing conditions and their position with relation to each other were such that by merely casting the eyes in the proper direction, they could have seen each other sign. To extend the doctrine further would lead to the possibility of all manner of fraud, substitution and the like, and would defeat the purpose for which this particular condition is prescribed in the code as one of the requisites in the execution of a will.
TABOADA v ROSAL 118 SCRA 195 GUTIERREZ, JR.; November 5, 1982 NATURE Petition for review of the orders issued by the CFI of Southern Leyte FACTS -Taboada filed a petition for probate, and attached therewith the alleged last will and testament of Dorotea Perez written in the Cebuano-Visayan dialect -The will consists of two pages: pages: the first page contains contains the entire entire testamentar testamentary y dispositions and is signed at the end or bottom of the page by the testatrix alone and at the left hand margin by the three (3) instrumental witnesses , and the second second page contains the attestation attestation clause clause and the acknowledgme acknowledgment nt is signed at the end of the attestation clause by the three (3) attesting witnesses and at the left hand margin by the testatrix. -The petitioner petitioner submitted submitted his evidence evidence and presented presented Vicente Timkang, one of the subscribing witnesses to the will, who testified on its genuineness and due execution. -TC, thru then Presiding Judge Pamatian, denied the probate of the will of Dorotea Perez for want of a formality in its execution, and petitioner was also required to submit submit the names of the intestate intestate heirs with their correspondin corresponding g addresses so that they could be properly notified and could intervene in the summary settlement of the estate. -The petitioner petitioner filed an MFR, and subsequent subsequently, ly, a motion motion for the appointment appointment of special administrator. -The said motion was still pending resolution when respondent Judge Rosal assumed the position of presiding judge, and denied said motion, along with the motion for the appointment of special administrator -The petitioner filed the present petition. ISSUE WON the probate of the will should be denied for want of a formality in its execution HELD NO. While perfection perfection in the drafting of a will may be desirable, unsubstanti unsubstantial al departure from the usual forms should be ignored, especially where the authenticity of the will is not assailed. -The respondent Judge interprets Art 805 of the CC to require that, for a notarial will to be valid, it is not enough that only the testatrix signs at the
SUCCESSION A2010 "end" but that the three subscribing witnesses must also sign at the same place—at place—at the end—not on the left hand margin. -Under Article 805 of the Civil Code, the will must be subscribed or signed at its end by the testator himself or by the testator's name written by another person in his presence, and by his express direction, and attested and subscribed by three or more credible witnesses in the presence of the testator and of one another. -Attestation consists in witnessing the testator's execution of the will in order to see and take note mentally that those things which the statute requires for the execution of a will are done, and that the signature of the testator exists as a fact. Subscription is the signing of the witnesses' names upon the same paper -The law is to be liberally construed, the underlying and fundamental objective being the liberalization of the manner of their execution with the end in view of giving the testator more freedom in expressing his last wishes but with sufficient safeguards and restrictio restrictions ns to prevent prevent the commission commission of fraud and the exercise exercise of undue and improper pressure and influence upon the testator. -The objects of attestation attestation and of subscription subscription were fully met and satisfied satisfied in the present present case when the instrumental instrumental witnesses signed at the left margin of the sole page which contains all the testamentary dispositions, especially so when the will was properly identified by subscribing witness Vicente Timkang. -We have examined the will in question and noticed that the attestation clause failed to state the number of pages used in writing the will. This would have been a fatal defect were it not for the fact that, in this case, it is discernible discernible from the entire will that it is really and actually composed of only two pages duly signed by the testatrix and her instrumental witnesses.
ICASIANO v ICASIANO 11 SCRA 4222 REYES; June 30, 1964 FACTS . This This specia speciall procee proceedin ding g was begun on Octobe Octoberr 2, 1958 by a petiti petition on for the allowance allowance and admission admission to probate probate of the original as the alleged alleged will of Josefa Villacorte (testatrix), deceased. . The court court set the proving proving of the alleged alleged will and caused caused notice notice thereof thereof to be published for 3 successive weeks, previous to the time appointed, in the newspaper "Manila Chronicle", and also caused personal service of copies thereof upon the known heirs. A daughter and son of the testatrix opposed the probate of the alleged will. . Celso later filed a motion for the admission admission of an amended and supplemental supplemental petition, alleging that the decedent left a will executed in duplicate with all the legal requirements, and that he was submitting the signed duplicate . This was also opposed. -Court, -Court, after hearing the parties, parties, issued the order order admitting admitting the will and its duplicate to probate . Natividad and Enrique were unhappy so they appealed to SC directly .The evidence presented presented for the petitioner petitioner is summarized summarized as follows: follows: Testatrix Testatrix executed a last will and testament in duplicate at the house of her daughter Mrs. Felisa Icasiano at Manila, published before and attested by 3 instrumental witnesses, namely; attorneys Torres, Jr. and Jose Natividad ( Jose), and Dr. Diy; that the will was acknowledged acknowledged by the testatrix testatrix and by the said three instrumental instrumental witnesses witnesses on the same date before attorney Ong, Notary Public in and for Manila; and that the will was actually prepared by attorney Samson, who was also present during the execution and
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signing signing of the decedent's last will and testament, together together with former Governor Rustia Rustia of Bulaca Bulacan, n, Judge Judge Ramon Ramon Icasia Icasiano, no, and a little little girl. girl. Of the said three three instrumental witnesses to the execution of the decedent's last will and testament attorneys Torres and Jose were in the Philippines at the time of the hearing, and both testified as to the due execution and authenticity of the said will. So did the Notary Public before whom the will was acknowledged by the testatrix and attesting witnesses, and also attorney Samson. . The original consists of five pages, and while signed at the end and in every page, it does not contain the signature of one of the attesting witnesses , Jose, on page (3); but the duplicate copy is signed by the testatrix and her 3 attesting witnesses in each and every page. .Witness Jose admits that he may have lifted two pages instead of one when he signed the same, but affirmed that page 3 was signed in his presence. ISSUE WON the inadvertent failure of one witness to affix his signature to one page of a testament, due to the simultaneous lifting of two pages in the course of signing, is NOT per NOT per se sufficient to justify denial of probate. HELD YES. I t DOES NOT JUSTIFY NOT JUSTIFY DENIAL DENIAL of probate. Impossibility of substitution of this page is assured not only the fact that the testatrix and two other witnesses did sign the defective defective page, but also by its bearing the coincident coincident imprint of the seal of the notary notary public before whom the testament testament was ratified ratified by testatrix testatrix and all three witnesses. The law should not be so strictly and literally interpreted as to penalize the testatrix on account of the inadvertence of a single witness over whose conduct she had no contro control, l, where the purpos purpose e of the law to guaran guarantee tee the identi identity ty of the testam testament ent and its compone component nt pages pages is suffic sufficien iently tly attain attained, ed, no intent intention ional al or deliberate deviation existed, and the evidence on record attests to the full observance of the statut statutory ory requis requisite ites. s. Otherw Otherwise ise,, as stated stated in Vda. Vda. de Gil vs. Murciano Murciano,, "witnesses "witnesses may sabotage the will by muddling muddling or bungling bungling it or the attestatio attestation n clause". .This .This would not be the first time that this Court departs departs from a strict strict and literal literal applic applicati ation on of the statut statutory ory requir requireme ements nts,, where where the purpos purposes es of the law are otherwise satisfied. Thus, despite the literal tenor of the law, this Court has held that a testament, with the only page signed at its foot by testator and witnesses, but not in the left margin, could nevertheless be probated (Abangan vs. Abangan); and that despite the requirement for the correlative lettering of the pages of a will, the failure to mark the first page either by letters or numbers is not a fatal defect (Lopez vs. Liboro). These precedents exemplify the Court's policy to require satisfaction of the legal requirements in order to guard against fraud and bad faith but without undue or unnecessary curtailment of the testamentary privilege. . SC is satisfied that : the testatrix signed both original and duplicate copies of the will sponta spontaneo neousl usly, y, on the same same occasi occasion, on, in the presen presence ce of the three three attest attesting ing witnesses, witnesses, the notary public who acknowledged acknowledged the will, and Atty. Samson, Samson, who actually prepared the documents; that the will and its duplicate were executed in Tagalog, a language known to and spoken by both the testator and the witnesses, and read to and by the testatrix and Atty. Samson together before they were actually signed; that the attestation clause is also in a language known to and spoken by the testatrix and the witnesses. .The opinion of expert for oppositors did not convince the SC principally because said expert failed to show convincingly that there are radical differences that would justify the charge of forgery, taking into account the advanced age of the testatrix.
SUCCESSION A2010 .There is also no adequate evidence of fraud or undue influence. The fact that some heirs are more favored than others is proof of neither. .That the carbon duplicate was produced & admitted without a new publication does not affect the jurisdicti jurisdiction on of the probate court, already conferred conferred by the original publication of the petition for probate
CAGRO v CAGRO 92 Phil 1032 PARAS; April 29, 1953 FACTS In the will allegedly executed by decedent Vicente Cagro, the signatures of the 3 witnesses witnesses do not appear at the bottom of the attestation attestation clause, although although their signatures appear at the left-hand margin of the same page. The CFI admitted the will to probate. Oppositors appeal this decision. ISSUE WON the absence of the signatures of the witnesses at the bottom of the attestation clause, although their signatures appear at the left-hand margin of the same page, is a fatal defect. HELD YES. The attestation clause is "a memorandum of the facts attending the execution of the will" will" requir required ed by law to be made by the attest attesting ing witness witnesses, es, and it must necess necessari arily ly bear bear their their signat signature ures. s. An unsign unsigned ed attest attestati ation on clause clause cannot cannot be considered considered as an act of the witnesses, witnesses, since the omission omission of their signatures signatures at the bottom thereof negatives their participation. The Court also ruled that the signatures appearing at the left-hand margin cannot be admitted as sufficient because then it would be easy to just add the attestation clause on a subsequent occasion. J. Angelo (dissenting). The will has substantially complied with the requirements of the law. The witnesses testified that when they signed the will, the attestation clause was already there. This was not contradicted. The objection is too technical because in Abangan v. Abangan, the Court said that when the testamentary dispositions "are wholly wholly written written on only one sheet signed at the bottom by the testator testator and three witnesses (as the instant case), their signatures on the left margin of said sheet would be completely purposeless." In such a case, the court said, the requirement of the signatures on the left hand margin was not necessary because the purpose of the law — which is to avoid the substitution of any of the sheets of the will, thereby changing the testator's testator's dispositio dispositions ns — has already been accomplished. accomplished. We should should not also overlook the liberal trend of the New Civil Code in the matter of interpretation of wills, the purpose of which, in case of doubt, is to give such interpretation that would have the effect of preventing intestacy (articles 788 and 791, New Civil Code). J. Tuason (dissenting). The law on wills does not provide that the attesting witness should sign the clause at the bottom. In the absence of such provision, there is no reason why signatures on the margin are not good. A letter is not any the less the writer's simply because it was signed, not at the conventional place but on the side or on top.
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CRUZ v VILLASOR, ET AL. 00 SCRA 00 ESGUERRA; NOVEMBER 26, 1973 NATURE Petition for review on certiorari FACTS Petitioner-appellant Agapita Cruz, the surviving spouse of Valente Cruz opposed the allowance allowance of the will (Exhibit "E"), alleging alleging the will was executed through fraud, deceit, misrepresentation and undue influence; that the said instrument was execute without the testator having been fully informed of the content thereof, particularly as to what properties he was disposing and that the supposed last will and testament was not executed in accordance with law. Of the three instrumental witnesses thereto, one of them, the last named, is at the same time the Notary Public before whom the will was supposed to have been acknowledged. As the third witness is the notary public himself, petitioner argues that the result is that only two witnesses appeared before before the notary notary public public to acknowl acknowledg edge e the will. will. On the other hand, hand, privat private e respondent respondent-appel -appellee lee Lugay, who is the supposed executor of the will, will, following following the reasoning reasoning of the trial court, maintains that there is substantial substantial compliance compliance with the legal requirement of having at least three attesting witnesses even if the notary public acted acted as one of them, them, bolste bolsterin ring g up his stand stand withAme withAmeric rican an Jurisp Jurisprud rudenc ence. e. Notwithstanding her objection, the Court allowed the probate of the said last will and testament. Hence this appeal by certiorari which was given due course. ISSUES WON the supposed supposed last will and testament testament of Valente Valente Z. Cruz (Exhibit (Exhibit "E") was executed in accordance with law, particularly Articles 805 and 806 of the new Civil Code, the first requiring at least three credible witnesses to attest and subscribe to the will, and the second requiring the testator and the witnesses to acknowledge the will before a notary public HELD NO. The notary public before whom the will was acknowledged cannot be considered as the third instrumental witness since he cannot acknowledge before himself his having signed the will. To acknowledge before means to avow (Javellana v. Ledesma, 97 Phil. 258, 262; Castro v. Castro, 100 Phil. 239, 247); to own as genuine, to assent, to admit; and "before" means in front or preceding in space or ahead of. (The New Webster Encyclopedic Dictionary of the English Language, p. 72; Funk & Wagnalls New Standard Dictionary of the English Language, p. 252; Webster's New International Dictionary Dictionary 2d. p. 245.) Consequently Consequently,, if the third witness witness were the notary public himself, he would have to avow assent, or admit his having signed the will in front of himself. This cannot be done because he cannot split his personality into two so that one will appear before the other to acknowledge his participation in the making of the will. To permit such a situation to obtain would be sanctioning a sheer absurdity. Furthermore, the function of a notary public is, among others, to guard against any illegal or immoral arrangement (Balinon v. De Leon, 50 0. G. 583.) That function would defeated if the notary public were one of the attesting instrumental witnesses. For
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them he would be interested sustaining the validity of the will as it directly involves him and the validity of his own act. It would place him in inconsistent position and the very very purpos purpose e of acknow acknowled ledgme gment, nt, which which is to minimi minimize ze fraud fraud (Repor (Reportt of Code Code Commission p. 106-107), would be thwarted. Admittedly, Admittedly, there are American American precedents precedents holding that notary public may, in addition, act as a witness to the executive of the document he has notarized. There are others holding that his signing merely as notary in a will nonetheless makes him a witness thereon. But these authorities do not serve the purpose of the law in this jurisdiction or are not decisive of the issue herein because the notaries public and witnesses witnesses referred to aforecited aforecited cases merely merely acted as instrument instrumental, al, subscribi subscribing ng attesting witnesses, and not as acknowledging witnesses. He the notary public acted not only only as attest attesting ing witnes witness s but also also acknow acknowled ledgin ging g witnes witness, s, a situat situation ion not envisaged by Article 805 of the Civil Code which reads: ART. 806. Every will must be acknowledged before a notary public by the testator and the witnesses. The notary public shall not be required to retain a copy of the will or file another with the office of the Clerk of Court. [Emphasis supplied] To allow allow the notary notary public public to act as third third witness, witness, or one the attest attesting ing and acknow acknowled ledgin ging g witnes witnesses ses,, would would have have the effect effect of having having only only two attest attesting ing witnesses to the will which would be in contravention of the provisions of Article 80 be requiring at least three credible witnesses to act as such and of Article 806 which requires that the testator and the required number of witnesses must appear before the notary public to acknowledge the will. The result would be, as has been said, that only two witnesses appeared before the notary public for or that purpose. In the circumstances, the law would not be duly in observed.
HELD The lower court manifestly manifestly erred in declaring declaring that, because no documentary documentary stamp was affixed affixed to the will, will, there there was "no will and testam testament ent to probat probate" e" and, and, consequently, the alleged "action must of necessity be dismissed What the probate court should have done was to require the petitioner or proponent to affi affix x the the requ requis isit ite e thir thirty ty-ce -cent ntav avo o docu docume ment ntar ary y stam stamp p to the the nota notari rial al acknowledgment of the will which is the taxable portion of that document. That procedure procedure may be implied implied from the provision provision of section section 238 that the nonadmissibility of the document, which does not bear the requisite documentary stamp, subsists only "until the requisite stamp or stamps shall have been affixed thereto and cancelled." Thus, it was held that the documentary stamp may be affixed at the time the taxable document is presented in evidence (Del Castillo vs. Madrilena 49 Phil. 749). If the promissory note does not bear a documentary stamp, the court should have allowed plaintiff's tender of a stamp to supply the deficiency. (Rodriguez vs. Martinez, 5 Phil. 67, 71. Note the holding in Azarraga vs. Rodriguez, Rodriguez, 9 Phil. 637, that the lack of the documentary stamp on a document does not invalidate such document. “
GABUCAN v MANTA G.R. No. L-51546 AQUINO; January 28, 1980
FACTS - CFI admitted admitted to probate probate the documents documents as the testament testament and codicil codicil by Javellana, Javellana, with Tabiana, Montinola and Yap as witnesses. - Contestant Ledesma appealed, saying the exhibits were not executed in conformity with law.
NATURE Mandamus FACTS - This case is about about the CFI Camiguin’s Camiguin’s dismissal dismissal of a petition petition for the probate probate of a notarial notarial will ( of the late Rogaciano Rogaciano Gabucan) on the ground that the requisite requisite documentary stamp was not affixed to the notarial acknowledgment in the will and, hence, according to Judge Manta, it was not admissible in evidence, citing section 238 of the Tax Code, now section 250 of the 1977 Tax Code, which reads: SEC. 238. Effect of failure to stamp taxable document . An instrument, document, or paper which is required by law to be stamped and which has been signed, issued, accepted, or transferred without being duly stamped, shall not be recorded, nor shall it or any copy thereof or any record of transfer of the same be admitted or used in evidence in any court until the requisite stamp or stamps shall have been affixed thereto and cancelled. No notary public or other officer authorized to administer oaths shall add his jurat or acknowledgme acknowledgment nt to any document subject subject to documentary documentary stamp tax unless the proper documentary stamps are affixed thereto and cancelled. - The probate court assumed that the notarial acknowledgment of the said will is subject to the thirty-centavo documentary stamp tax fixed in section 225 of the Tax Code, now section 237 of the 1977 Tax Code. - Judge Manta refused to reconsider the dismissal in spite of petitioner's manifestation that he had already attached the documentary stamp to the original of the will.
JAVELLANA v LEDESMA 97 PHIL 258 REYES; June 30, 1955 NATURE Appeal from judgment of CFI Iloilo
ISSUE/S 1. WON the testament was validly executed 2. WON the certificate of acknowledgment was validly notarized HELD 1. YES Ledesm Ledesma a argues argues that upon witness witness Yap’s insiste insistence nce,, Javell Javellana ana signed signed the “testamento” in the presence of Yap alone and returned it with the statement that no one would question it. - Court rightly rightly rejected Ledesma’s Ledesma’s version. version. It was found that the testament was executed by testatrix and witnesses in the presence of each other, at the house of the decedent. decedent. It is highly unlikely unlikely that either Tabiana or Yap should have insisted insisted that Javellana, an infirm lady over 80, should leave her house to execute her will when all three witnesses could have easily repaired thither for the purpose. 2. YES - Unlike the testament, the codicil was executed after the enactment of new Civil Code. Therefore, it had to be acknowledged before before a notary public. - The same witnesses asserted that after codicil was signed by Javellana and the witnesses, the same was signed and sealed by notary public public in the hospital. But the notary public said he did not, that he signed and sealed the codicil in his office. - This variance doesn’t necessarily imply perversion of truth. - First, the mind has a tendency, in recalling past events, to substitute the usual and habitual for what differs slightly from it.
SUCCESSION A2010 - Second, whether notary signed certification of acknowledgment in the presence of the testatrix and witnesses, doesn’t doesn’t affect validity of the codicil. codicil. The new Civil Code doesn’t require that the signing of the testator, witnesses and notary should be in one single act. Art 805 and 806 says that while testator and witnesses should sign sign in the presence presence of each other, all that is thereafter thereafter required required is that every will must be acknowledged before a notary public by the testator and the witnesses.
GARCIA v VASQUEZ. 32 SCRA 489 REYES, JBL; April 30, 1970 NATURE Appeal from an order of the CFI of Manila FACTS - Gilceria Avelino del Rosario died unmarried without any descendants, ascendants, brother brother or sister. sister. Consuelo S. Gonzales Gonzales Vda. de Precilla, Precilla, niece of the deceased, petitioned the CFI for probate of the alleged last will and testament of the deceased, executed on 29 December 1960, and for her appointment as special administratrix of the latter’s estate pending the appointment of a regular administrator thereof. - The petition was opposed by several groups of alleged heirs. Their major contentions were that the instrument executed in 1960 was not intended by the deceased to be her true will and that the formalities required by law have not been complied with. They also opposed the appointment appointment of Consuelo Consuelo as special special administratrix administratrix on the ground that the latter possesses interest adverse to the estate. - CFI granted petitioner’s prayer and appointed her special administratrix. - Opposi Oppositor tors s filed filed severa severall other other motion motions s and petiti petitions ons in connec connectio tion n with with the administration of the estate. - Called to testify testify on the due execution of the will, will, the 3 instrumental instrumental witnesses witnesses uniformly uniformly declared that they were uniformly uniformly requested requested by the late husband husband of petitioner, Alfonso Precilla, to witness the execution of the last will of the deceased; that the testatrix at that time was apparently of clear and sound mind, although she was being aided by Precil Precilla la when when she walked; walked; that that the will, which was alread already y prepared, was first read “silently” by the testatrix herself before she signed it; that the 3 witnesses thereafter signed the will in the presence of the testatrix and the notary public public and of one another. another. They also testified, testified, among other things, that on that occasion no pressure or influence has been exerted by any person upon the testatrix to execute the will. - CFI issued an order admitting to probate the 1960 will and appointed the petitioner regular administratrix. - Oppositor-appellants maintain that on date of execution of the will, the eyesight of the deceased was so poor and defective that she could not have read the provisions of the will. They called the ophthalmologist of the decedent to the witness stand to prove this fact. ISSUE WON the CFI erred in admitting the will to probate HELD YES - The testimony of the ophthalmologist who treated the deceased fully established the fact that notwithstanding the operation and removal of the cataract in her left eye and her being fitted with aphakic lens, the deceased’s vision remained mainly for viewing distant objects and not for reading print. Thus, the conclusion is inescapable that with
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the condition of her eyesight and there is no evidence that it had improved by the time of the execution execution of the will, Gilceria Gilceria del Rosario Rosario was incapable incapable of reading, and could not have read the provisions of the will supposedly signed by her on December 29, 1960. - Against the background background of the defective defective eyesight eyesight of the alleged testatrix, testatrix, the appearance of the will acquires striking significance. The words were crammed into a single sheet of paper. Plainly, the testament was not prepared with any regard for the defective vision of Dona Gliceria. - Thus, for all intents and purposes of the rules on probate, the deceased was not unlike unlike a blind blind testat testator, or, and the due execut execution ion of her will would would have have requir required ed observance of the provisions of Art. 808 of the Civil Code. - The rationale behind the requirement of reading the will to the testator if he is blind or incapable of reading the will himself is to make the provisions thereof known to him, so that he may be able to object if they are not in accordance accordance with his wishes. wishes. That the aim of the law is to insure that the dispositions of the will are properly communicated to and understood by the handicapped testator, thus making them truly reflective of his desire, is evidenced by the requirement that the will should be read to the latter, not only once but twice, by two different persons, and that the witnesses have to act within the range of the testator’s other senses. - In connection with the will here in question, there is nothing in the records to show that the above requisites have been complied with. Clearly, as already stated, the 1960 will sought to be probated suffers from infirmity that affects its due execution.
ALVARADO v GAVIOLA GR No. 74695 BELLOSILLO, September 14, 1993 NATURE Appeal from the Decision of the IAC which affirmed the Order of the RTC of Sta. Cruz, Laguna, Laguna, admitting to probate the last will and testament with codicil codicil of the late Brigido Alvarado. FACTS - 79-year 79-year old Brigido Alvarado executed executed a notarial notarial will entitled entitled "Huling Habilin" wherein he disinherited an illegitimate son (petitioner Cesar Alvarado) and expressly revoked a previously executed holographic will at the time awaiting probate. - At the execution of the "Huling Habilin", the testator did not read the final draft of the will himself. Instead, his lawyer Bayani Ma. Rino who drafted the document, read the same aloud in the presence of the testator, the 3 instrumental witnesses and the notary public. The latter 4 followed the reading with their own respective copies. - The same month, a codicil entitled "Kasulatan ng Pagbabago sa Ilang Pagpapasiya na Nasasaad sa Huling Habilin na May Petsa Nobiembre 5, 1977 ni Brigido Alvarado" was executed changing some dispositions in the notarial will to generate cash for the testat testator' or's s eye operat operation ion.. Brigid Brigido o was then then suffer suffering ing from from glauco glaucoma. ma. But the disinheritance and revocatory clauses were unchanged. As in the case of the notarial will, the testator did not personally read the Final draft of the codicil. Instead, it was his lawyer who read it aloud in his presence and in the presence of the 3 instrumental witnesses (same as those of the notarial will) and the notary public who followed the reading using their own copies. - A petition for the probate of the notarial will and codicil was filed upon the testator's death by Atty. Rino, as executor, with the CFI of Siniloan, Laguna. Cesar filed an Opposition on the ground, among others, that the will was not executed and attested as required by law. A Probate Order was issued from which an appeal was made to the
SUCCESSION A2010 IAC. The main thrust thrust of the appeal was that the deceased was blind within the meaning of the law at the time his "Huling Habilin" and the codicil were executed; that since the reading required required by Art. 808 of the CC was admittedly admittedly not complied complied with, probate of the deceased's last will and codicil should have been denied. The CA found that Brigido Alvarado was not blind at the time his last will and codicil were executed; that assuming his blindness, blindness, the reading requirement requirement of Art. 808 was substantia substantially lly complied. ISSUES 1. WON Brigido Alvarado was blind for purposes of Art. 808 at the time his "Huling Habilin" and its codicil were executed. 2. WON the double reading requirement of said article was complied with. HELD 1. YES. Ratio The rationale behind the requirement of reading the will to the testator if he is blind or incapable of reading the will himself (as when he is illiterate), is to make the provisions thereof known to him, so so that he may be able to object if they are not in accordance with his wishes. [Garcia vs. Vasquez] Reasoning It is clear from the foregoing that Art. 808 applies not only to blind testators but also to those who, for one reason or another, are incapable of reading their will. Since Brigido Alvarado was incapable of reading the final drafts of his will and codicil on the separate occasions of their execution due to his "poor," "defective," or 'blurred" vision, there can be no other course but to conclude that Brigido Alvarado comes within the scope of the term "blind" as it is used in Art. 808. Unless the contents were read to him, he had no way of ascertaining whether or not the lawyer who drafted the will and codicil did so conformably with his instructions.
2. YES. Substantiall compliance compliance is acceptable acceptable where the purpose purpose of the law has been Ratio Substantia satisfied, the reason being that the solemnities surrounding the execution of wills are intended to protect the testator from all kinds of fraud and trickery but are never intended to be so rigid and inflexible as to destroy the testamentary p rivilege. Reasoning Atty. Rino read the testator's will and codicil aloud, in the presence of the testator, testator, his 3 instrumenta instrumentall witnesses, witnesses, and the notary public. public. Prior Prior and subsequent thereto, the testator affirmed, upon being asked, that the contents read corresponded with his instructio instructions. ns. Only then did the signing signing and acknowledgeme acknowledgement nt take place. There is no evidence that the contents of the will and codicil were not sufficiently made known and communicated to the testator. - Moreover, the notary public and the 3 instrumental witnesses likewise read the will and codicil, albeit silently. With four persons following the reading word for word with their own copies, it can be safely concluded that the testator was reasonably assured that what was read to him were the terms actually appearing on the typewritten documents. This is especially true when we consider the fact that the 3 instrumental witnesses were persons known to the testator, one being his physician and another being known to him since childhood. - The object of the solemnities surrounding the execution of wills is to close the door against bad faith and fraud, to avoid the substitution of wills and testament and to guaranty their truth and authenticity. Therefore, the laws on the subject should be interpreted in such a way as to attain these primordial ends. But, on the other hand, one must not lose sight of the fact that it is not the object of the law to restrain and curtail the exercise of the right to make a will. So when an interpretation already given assures such ends, any other interpretation whatsoever that adds nothing but
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demand demands s more more requis requisite ites s entire entirely ly unnece unnecessa ssary, ry, useles useless s and frustr frustrati ation on of the testator's will, must be disregarded. [Abangan v. Abangan]
GIL v MURCIANO (Sarah) CANEDA v CA 00 SCRA 00 REGALADO; May 28, 1993 NATURE Petition Petition for review review on certiorari of issue of whether whether or not the attestation attestation clause contained in the last will and testament of the late Mateo Caballero complies with the requirements of Article 805, in relation to Article 809, of the Civil Code FACTS on December 5, 1978, Mateo Caballero, a widower without any children and already old, executed a last will and testament at his residence in Talisay, Cebu before three attesting attesting witnesses, namely, Cipriano Labuca, Labuca, Gregorio Gregorio Cabando Cabando and Flaviano Flaviano Toregosa. We, the undersigned attesting Witnesses, whose Residences and postal addresses appear on the Opposite of our respective names, we do hereby certify that the Testament was read by him and the testator, MATEO CABALLERO; has published unto us the foregoing Will consisting of THREE PAGES, including the Acknowledgment, each page numbered correlatively in the letters on the upper part of each page, as his Last Will and Testament and he has the same and every page thereof, on the spaces provided for his signature and on the left hand margin, in the presence of the said testator and in the presence of each and all of us. Article 805 requires that the witness should both attest and subscribe to the w ill in the presence of the testator and of one another (Under the third paragraph of Article 805, such a clause, the complete lack of which would result in the invalidity of the will, should state (1) the number of the pages used upon which the will is written; (2) that the testator signed , or expressly caused another to sign, the will and every page thereof in the presence of the attesting witnesses; and (3) that the attesting witnesses witnesse witnessed d the signing by the testator of the will and all its pages, and that said witnesses said witnesses also signed the will and every page thereof in the presence of the testator and of one another .) .) the aforequ aforequoted oted attest attestation ation clause, clause, in contraventi contravention on of the the express express require requirements ments of the third paragraph of Article 805 of the Civil Code for attestation clauses, fails to specifically state the fact that the attesting witnesses the testator sign the will and all its pages in their presence and that they, the witnesses, likewise signed the will and every page thereof in the presence of the testator and of each other. ISSUE WON the substantial compliance rule, in A809 (. In the absence of bad faith, forgery, or fraud, or undue and improper pressure and influence, defects and imperfections in the form of attestation or in the language used therein shall not render the will invalid if it is not proved proved that the will was in fact executed and attested in substantia substantiall compliance with all the requirements of article 805") applies in this case HELD No. the absence of that statement required by law is a fatal defect or imperfection which must necessarily result in the disallowance of the will that is here sought to be
SUCCESSION A2010 admitted to probate. The aforestated defect in the attestation clause obviously cannot be characterized as merely involving the form of the will or the language used therein which which would would warran warrantt the applic applicati ation on of the substa substanti ntial al complia compliance nce rule, rule, as contemplated in the pertinent provision thereon in the Civil Code (A809) . . . The rule must be limited to disregarding those defects that can be supplied by an examination of the will itself: whether all the pages are consecutively numbered; whether the signatures appear in each and every page; whether the subscribing witnesses are three or the will was notarized. All theses are facts that the will itself can reveal, and defects or even omissions concerning them in the attestation clause can be safely disregarded. But the total number of pages, and whether all persons required to sign did so in the presence of each other must substantially appear in the attestation clause, being the only check against perjury in the probate proceedings. the attestation clause totally omits the fact that the attesting witnesses signed each and every page of the will in the presence of the testator and of each other. In such a situation, the defect is not only in the form or language of the attestation clause but the total absence of a specific element required by Article 805 to be specifically stated in the attestation clause of a will.
GONZALES v CA (SANTIAGO) 90 SCRA 183 GUERRERO; May 25, 1979 FACTS -Herein respondent filed a petition with CFI Rizal for the probate of a will alleged to have been executed by the deceased Isabel Gabriel and designating Santiago as the principal beneficiary and executrix. -There is no dispute in the records that the late Isabel Andres Gabriel died as a widow and without issue in the municipality municipality of Navotas, Navotas, province of Rizal her place of residence, on June 7, 1961 at the age of eighty-five (85), having been born in 1876. It is likewise not controverted that herein private respondent Lutgarda Santiago and petitioner petitioner Rizalina Rizalina Gabriel Gabriel Gonzales Gonzales are nieces of the deceased, deceased, and that private respondent, respondent, with her husband husband and children, children, lived with the deceased at the latter’s residence prior and up to the time of her death. -The will itself provides that the testatrix desired to be buried in the Catholic Cemetery of Navotas, Rizal in accordance accordance with the rites of the Roman Catholic Church, Church, all expenses to be paid from her estate; that all her obligations, if any, be paid; that legaci legacies es in specif specified ied amount amounts s be given given to her sister, sister, Praxid Praxides es Gabrie Gabriell Vda. Vda. de Santiago, her brother Santiago Gabriel, and her nephews and nieces, Benjamin, Salud, Rizalina Rizalina (herein (herein petitioner) petitioner),, Victoria, Victoria, Ester, Andres, Andres, all surnamed Gabriel, and Evange Evangelin line, e, Rudyar Rudyardo do Rosa, Rosa, Andrea Andrea,, Marcia Marcial, l, Numanc Numancia, ia, Verena Verena all surnam surnamed ed Santiago. To herein private respondent Lutgarda Santiago, who was described in the will by the testatrix as "aking mahal na pamangkin na aking pinalaki, inalagaan at minaha minahall na katula katulad d ng isang tunay na anak" anak" and named as univer universal sal heir and executor, executor, were bequeathed bequeathed all properties properties and estate, estate, real or personal personal already acquired, or to be acquired, in her testatrix name, after satisfying the expenses, debts and legacies as aforementioned. -The petition was opposed by herein petitioner, assailing the document purporting to be the will of the deceased on the following grounds: 1. that the same is not genuine; and in the alternative 2. that the same was not executed and attested as required by law; 3. that, at the time of the alleged execution of the purported will the decedent lacked testamentary capacity due to old age and sickness; and in the second alternative
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4. That the purported will was procured through undue and improper pressure and influence on the part of the principal beneficiary, and/or of some other person for her benefit. -CFI found for Gonzales grounds 3 and 4 and disallowed the probate. -From this judgment of disallowance, Santiago appealed to respondent Court, hence, the only issue decided on appeal was whether or not the will in question was executed and attested as required by law. CA, upon consideration of the evidence adduced by both parties, rendered the decision now under review, holding that the will in question was signed and executed by the deceased Isabel Gabriel on April 15, 1961 in the presence of the three attesting witnesses, Matilde Orobia, Celso Gimpaya and Maria Gimpaya, signing and witnessing the document in the presence of the deceased and of each other as required by law, hence allowed probate. Petitioner’s MFR denied. -Oppositor Gonzales went to SC contending that CA abused its discretion and/or acted without or in excess of its jurisdiction in reversing the findings of fact and conclusions of the trial court. SC, after deliberating on the petition but without giving due course resolved to require the respondents to comment thereon. Upon consideration of the allegations, the issues raised and the arguments adduced in the petition, as well as the Comment of private respondent thereon, SC denied the petition, the question raised raised being being factua factuall and for insuff insuffici icient ent showing showing that that the findings findings of fact fact by respondent Court were unsupported by substantial evidence. -Gonzales -Gonzales filed MFR -still raising raising factual issues. issues. SC gave due course. SC discussed discussed non-disturbance of CA’s factual findings but still explained on the merits. ISSUE/S 1. WON “credible witnesses” meant that before an alleged last will and testament may be admitted to probate, there must be evidence on record that the witness has a good standi standing ng in his communit community, y, or that he is honest honest and upright upright,, or repute reputed d to be trustworthy and reliable (as maintained by petitioner) HELD 1. NO Instrumentall witnesses in Order to be competent must be shown to have the Ratio Instrumenta qualifications under Article 820 of the Civil Code and none of the disqualifications under Article 821 and for their testimony to be credible, that is worthy of belief and entitled to credence, it is not mandatory that evidence be first established on record that the witnesses have a good standing in the community or that they are honest and upright or reputed to be trustworthy and reliable, for a person is presumed to be such unless unless the contra contrary ry is establ establish ished ed otherw otherwise ise.. In other other words, words, the instru instrumen mental tal witnesses must be competent and their testimonies must be credible before the court allows the probate of the will they have attested. Petitionerr contends contends that the term "credible" "credible" is not synonymous synonymous with Reasoning Petitione "competent" "competent" for a witness witness may be competent under Article Article 820 and 821 of the Civil Code and still not be credible as required by Article 805 of the same Code. It is further urged that the term "credible" as used in the Civil Code should receive the same settled and well- known meaning it has under the Naturalization Law, the latter being a kindred legislation legislation with the Civil Code provisions provisions on wills wills with respect respect to the qualifications of witnesses. Under the law, there is no mandatory requirement that the witness testify initially or at any time during the trial as to his good standing in the community, his reputation for trustworthiness and reliableness , his honesty and uprightness in order that his testimony may be believed and accepted by the trial court. It is enough that the qualifications enumerated in Article 820 of the Civil Code are complied with, such that the soundness of his mind can be shown by or deduced from his answers to the questions propounded to him, that his age (18 years or more) is shown from his
SUCCESSION A2010 appearance, testimony , or competently proved otherwise, as well as the fact that he is not blind, deaf or dumb and that he is able to read and write to the satisfaction of the Court, and that he has none of the disqualifications under Article 821 of the Civil Code. Also without merit is petitioner petitioner's 's contention contention that the term "credible" "credible" as used in the Civil Code should be given the same meaning it has under the Naturalization Law where the law is mandatory that the petition for naturalization must be supported by two character witnesses witnesses who must prove their good standing standing in the community, community, reputation for trustworthiness and reliableness, their honesty and uprightness. The two witnesses in a petition petition for naturaliza naturalization tion are character character witnesses in that being citizens of the Philippines, they personally know the petitioner to be a resident of the Philippines for the period of time required by the Act and a person of good repute and morall morally y irrepr irreproac oachab hable le and that that said said petiti petitione onerr has in their their opinio opinion n all the qualifications necessary to become a citizen of the Philippines and is not in any way disqualified under the provisions of the Naturalization Law. In probate proceedings, the instrumental witnesses are not character witnesses for they merely attest the execution of a will or testament and affirm the formalities attendant to said execution.
ISSUE WON the date "FEB./61 " appearing on the holographic Will is a valid compliance with the Article 810 of the Civil Code HELD YES -The respondent respondent contends that Article 810 of the Civil Code was patterned patterned after Section 1277 of the California Code and Section 1588 of the Louisiana Code whose Supreme Supreme Courts Courts had consistently consistently ruled that the required date includes includes the year, month, and day, and that if any of these is wanting, the holographic Will is invalid. -Petitoner on the other hand contends that while Article 685 of the Spanish Civil Code and Article 688 of the Old Civil Code require the testator to state in his holographic
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Win the "year, month, and day of its execution," the present Civil Code omitted the phrase Año mes y dia” and simply requires that the holographic Will should be dated. -Court held that “We should not overlook the liberal trend ofthe Civil Code in the manner of execution of Wills, the purpose ofwhich, in case of doubt is to prevent intestacy” -The fundamental objectives of the law on wills consists in the liberalization of the manner of their execution with the end in view of giving the testator more freedom in expressing his last wishes, but with sufficient safeguards and restrictions to prevent fraud and the exercise of undue and improper pressure and influence on thetestator. -“As a general general rule, the "date" in a holographic holographic Will should include include the day, month, and year of its execution. However, when as in the case at bar, there is no appearance of fraud, bad faith, faith, undue influence and pressure and the authenticit authenticity y of the Will is established and the only issue is whether or not the date "FEB./61" appearing on the holographic Will is a valid compliance with Article 810 of the Civil Code, probate of the holographic Will should be allowed under the principle of substantial compliance.”
KALAW v RELOVA (Yella)
ROXAS v DE JESUS 134 SCRA 245 GUTIERREZ; January 28, 1985 FACTS -After the death of spouses Andres G. de Jesus and Bibiana Roxas de Jesus, Simeon R. Roxas, Roxas, the brothe brotherr of the deceased deceased Bibian Bibiana a Roxas Roxas de Jesus Jesus was appointed appointed administrator. -He delivered to the lower court a document purporting to be the holographic Will of the deceased Bibiana Roxas de Jesus. -Roxas testified that he found a will of Bibiana in a notebook. The will was dated "FEB./61 " and states: "This is my win which I want to be respected although it is not written by a lawyer. ... -The testimony was corroborated by the testimonies of Pedro Roxas de Jesus and Manuel Roxas de Jesus who likewise testified that the letter dated "FEB./61 " is the holographic Will of their deceased mother, Bibiana R. de Jesus. Both recognized the handwriting of their mother and positively identified her signature -trial Court granted the probate of the will. But Luz Roxas de Jesus challenged the validity validity of the will claiming claiming that it was not made under the specificati specifications ons of the law (Art.810 CC) such that the date “FEB, 61” does not conform to the law. The month and day should also be included. -judgment reversed
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SPS AJERO v CA (SAND) 236 SCRA 48800 PUNO; September 15, 1994 NATURE Appeal by certiorari FACTS - In the will, decedent Annie Sand named as devisees, the ff: petitioners Roberto and Thelma Ajero, private respondent Clemente Sand, Meriam S. Arong, Leah Sand, Lilia Sand, Edgar Sand, Fe Sand, Lisa S. Sand, and Dr. Jose Ajero, Sr., and their children. - Petitioners instituted Sp. Proc. No. Q-37171, for allowance of decedent's holographic will. will. They alleged alleged that at the time of its execution, execution, she was of sound and disposing disposing mind, not acting under duress, fraud or undue influence, and was in every respect capacitated to dispose of her estate by will. - Clemente Clemente Sand opposed opposed the petition petition on the grounds that: neither the testament's testament's body nor the signature therein was in decedent's handwriting; it contained alterations and corrections which were not duly signed by decedent; and, the will was procured by petitioners petitioners through improper improper pressure pressure and undue influence. influence. The petition petition was likewise opposed by Dr. Jose Ajero. He contested the disposition in the will of a house and lot located in Cabadbaran, Agusan Del Norte. He claimed that said property could not be conveyed by decedent in its entirety, as she was not its sole owner. - RTC admitted the decedent's holographic will to probate. It ruled: Considering then that the probate proceedings herein must decide only the question of identity of the will, its due execution and the testamentary capacity of the testatrix, this probate court finds no reason at all for the disallowance of the will for its failure to comply with the formalities prescribed by law nor for lack of testamentary capacity of the testatrix. - On appeal appeal CA revers reversed ed RTC decision decision and dismis dismissed sed petition petition for probat probate e of decedent's will. It ruled: The holographic will fails to meet the requirements for its
SUCCESSION A2010 validity. The decedent did not comply with A813 and A814 of NCC. 3 Hence, this appeal. ISSUE WON CA erred in dismissing the petition for probate of decedent's will HELD YES - In a petition to admit a holographic will to probate, the only issues to be resolved are: (1) whether the instrument submitted is, indeed, the decedent's last will and testament; testament; (2) whether whether said will was executed executed in accordance with the formalitie formalities s prescribed by law; (3) whether the decedent had the necessary testamentary capacity at the time the will was executed; executed; and, (4) whether the execution execution of the will and its signing were the voluntary acts of the decedent. - Therefore, it was erroneous for the CA to hold that: Since the holographic will of Anne Sand was not executed in accordance with the formalities prescribed by law, and that A813 and A814 NCC were not complied with, the probate of said will is disallowed. - In the case of holographic holographic wills, wills, what assures assures authenticity authenticity is the requirement requirement that they be totally autographic or handwritten by the testator himself, as provided under A810 of NCC. NCC. Failur Failure e to strict strictly ly observ observe e other other formal formaliti ities es will will not result result in the disallowance of a holographic will that is unquestionably handwritten by the testator. - If the testator fails to sign and date some of the dispositions, the result is that these dispositions cannot be effectuated. Such failure, however, does not render the whole testament void. - In fact, a holographic will can still be admitted to probate, notwithstanding noncompliance with the provisions of A814. ( Kalaw vs. Relova ) - Unless the unauthenticated alterations, cancellations or insertions were made on the date of the holographic holographic will or on testator's testator's signature, signature, their presence presence does not invalidate the will itself. The lack of authentication will only result in disallowance of such changes. - As a general rule, courts in probate proceeding proceedings s are limited limited to pass only upon the extrinsic validity of the will sought to be probated. However, in exceptional instances, courts are not powerless to do what the situation constrains them to do, and pass upon certain provisions of the will.
YAP v GAN 104 Phil 509 BENGZON; August 30, 1958 FACTS Felicidad Esguerra Alto Yap died leaving properties in Pulilan, Bulacan, and in the City of Manila. Fausto E. Gan initiated these proceedings in the CFI of Manila with a petition for the probate of a holographic will allegedly executed by the deceased. The said will states that she is giving Vicente Esguerra, Sr. 5 parts, Fausto E. Gan 2 parts, Rosario E. Gan 2 parts, Filomena Alto 1 part, Beatriz Alto 1 part and that all of her properties in Manila and other places shall be given to her husband on the condition that he set
3
Art. 813: When a number of dispositions appearing in a holographic will are signed without being dated, and the last disposition has a signature and date, such date validates the dispositions preceding it, whatever be the time of prior dispositions. Art. 814: In case of insertion insertion,, cancellat cancellation, ion, erasure or alteration alteration in a holographi holographic c will, will, the testator must authenticate the same by his full signature.
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up a Health Center in Bulacan which is not less than Php. 60, 000.00. Also, her name should be engraved on the Health Center. Ildefe Ildefenso nso Yap, Yap, the deceas deceased ed husban husband d oppose opposed d the petiti petition on assert asserting ing that that the deceased had not left any will, nor executed any testament during her lifetime. CFI denied the petition. The will itself was not presented instead testimonies tried to establish its contents and due execution. ISSUE WON a holographic will was made and is it valid HELD No, the testimony of the people who allegedly saw the will was not enough. The topic more importantly focuses on: The New Civil Code effective in 1950 revived holographic wills in its arts. 810-814. "A person may execute a holographic will which must be entirely written, dated, and signed by the hand of the testator himself. It is subject to no other form and may be made in or out of the Philippines, and need not be witnessed." Holographic Holographic wills, wills, no guaranty guaranty of truth and veracity veracity are demanded demanded as they need no witnesses; provided however, that they are "entirely written, dated, and signed by the hand of the testator testator himself." himself." The law, it is reasonable reasonable to suppose, suppose, regards the document itself as material proof of authenticity, and as its own safeguard, since it could at any time, be demonstrated to be - or not to be - in the hands of the testator himself. "In the probate of a holographic will" says the New Civil Code, "it shall be necessary that at least one witness who knows the handwriting and signature of the testator explicitly declare that the will and the signature are in the handwriting of the testator. If the will is contested, at least three such witnesses shall be required. In the absence of any such witnesses, (familiar with decedent's handwriting) and if the court deem it necessary, expert testimony may be resorted to." The The witnes witnesses ses so presen presented ted do not need to have seen seen the executio execution n of the holographi holographic c will. They may be mistaken in their opinion opinion of the handwriting, handwriting, or they may deliberately deliberately lie in affirming it is in the testator's testator's hand. However, However, the oppositor oppositor may present other witnesses who also know the testator's testator's handwriting handwriting,, or some expert witnesses, who after comparing the will with other writings or letters of the deceased, have come to the conclusion that such will has not been written by the hand of the deceased. (Sec. 50, Rule 123). And the court, in view of such contradictory testimony may use its own visual sense, and decide in the face of the document, whether the will submitted to it has indeed been written by the testator. Question: Question: May a holographi holographic c will be probated probated upon the testimony testimony of witnesses witnesses who have allegedly seen it and who declare that it was in the handwriting of the testator? No. The courts will not distribute the property of the deceased in accordance with his holographic will, unless they are shown his handwriting and signature. The execution and the contents of a lost or destroyed holographic will may not be proved by the bare testimony of witnesses who have seen and/or read such will. The loss of the holographic will entails the loss of the only medium of proof; if the ordinary will is lost, the subscribing witnesses are available to authenticate. In the case of holographic wills, if oral testimony were admissible only one man could engineer the whole fraud this way: after making a clever or passable imitation of the handwriting and signature of the deceased, he may contrive to let three honest and credible witnesses see and read the forgery; and the latter, having no interest, could easily fall for it, and in court they would in all good faith affirm its genuineness and authenticity. The will having been lost - the forger may have purposely destroyed it in an "accident" - the oppositors have no way to expose the trick and the error, because the document itself is not at hand. And considering that the holographic will may
SUCCESSION A2010 consist of two or three pages, and only one of them need be signed, the substitution of the unsigned pages, which may be the most important ones, may go undetected.
RODELAS v ARANZA 119 SCRA 16 RELOVA; December 7, 1982 FACTS - Rodelas filed a petition with the CFI for the probate of the holographic will of Ricardo B. Bonilla and the issuance of letters testamentary in her favor. However, he only presented a copy of the will. - Appellees Amparo Aranza Bonilla, Wilferine Bonilla Treyes Expedita Bonilla Frias and Ephraim Bonilla opposed, saying that the holographic itself, not a copy thereof, will must be presented. They likewise moved for the consolidation of the said case with Sp. Proc. 8275. The consolidation was granted. - The CA, citing the case of Gam v Yap, said that when a copy of the holographic will is lost, a copy cannot stand in lieu thereof. Also, since the will was executed in 1962 and Bonilla died in 1976, given that the original could not be located, it could be presumed that the decedent has discarded the will before his death. ISSUE/S 1. WON a holographic will which was lost or cannot be found can be proved by means of a photostatic (xerox) copy HELD 1. Yes. Reasoning If the holographic will has been lost or destroyed and no other copy is available, the will can not be probated because the best and only evidence is the handwriting of the testator in said will. I t is necessary that there be a comparison between sample handwritten statements of the testator and the handwritten will. But, a photostatic copy or xerox copy of the holographic will may be allowed because comparison can be made with the standard writings of the testator. - Despite the SC’s pronouncements in Gam v Yap, footnote 8 of said decision also adds that, "Perhaps it may be proved by a photographic or photostatic copy. Even a mimeographed or carbon copy; or by other similar means, if any, whereby the authenticity of the handwriting of the deceased may be exhibited and tested before the probate court,"
AZAOLA v SINGSON 109 PHIL 102 REYES, J.B.L.; August 5, 1960 NATURE An appeal from a judgment of the Court of First Instance of Rizal.
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FACTS - This case involves the determination of the quantity of evidence required for the probate of a holographic will. - September September 9, 1957: Fortunata Fortunata S. Vda. de Yance died; Francisco Francisco Azaola, Azaola, petitioner petitioner herein for probate, submitted the said holographic will whereby Maria Alilagros Azaola was made the sole heir as against against the nephew of the deceased deceased Cesario Singson Singson (respondent). - Francisco Azaola testified that he saw the holographic will a month, more or less, before the death of the testatrix, as the same was handed to him and his wife; he also also testif testified ied that that he recogn recognize ized d all the signat signature ures s appear appearing ing in the holographic will as the handwriting of the testatrix . - Additional evidence: residence certificates to show the signatures of the testatrix for comparison comparison purposes. purposes. Azaola Azaola testified testified that the penmanship penmanship appearing in the said documentary evidence is in the handwriting of the testatrix as well as the signatures appearing therein are the signatures of the testatrix (as contained in the stenographic notes). - The probate was denied on the ground that under Article 811 of the Civil Code, the proponent proponent must present three witnesses who could declare that the will and the signature are in the writing of the testatrix, the probate being contested. The lone witness presented by the proponent "did not prove sufficiently that the body of the will was written in the handwriting of the testatrix.” ISSUE WON three witnesses are necessary to establish the handwriting/ signature contained in a will. HELD NO Ratio Where the will is holographic, no witnesses need to be present (Art. 10), and the rule requiring production of three witnesses must be deemed merely permissive if absurd results are to be avoided. The rule of the first paragraph of Article 811 of the Civil Code is merely directory and is not mandatory. Reasoning Art. 811, Civil Code “In the probate of a holographic holographic will, it shall be necessary necessary that at least one witness who knows the handwriting and signature of the testator explicitly declare that the will and the signature are in the handwriting of the testator. If the will is contested, at least three of such witnesses shall be required. In the absence of any competent witness referred to in the preceding paragraph, and if the court deems it necessary, expert testimony may be resorted to.” - Since the authenticity of the will was not contested, the proponent was not required to produce more than one witness. Even if the genuineness of the holographic will were contested, the Court is of the opinion that Article 811 of our present Civil Code can not be interpreted as to require the compulsory presentation of three witnesses to identify the handwriting of the testator, under penalty of having the probate denied. - Since no witness may have been present at the execution of a holographic will (none being being requir required ed by law) law) the existe existence nce of witnes witnesses ses posses possessin sing g the requis requisite ite qualifications is a matter beyond the control of the proponent. For it is not merely a question of finding and producing any three witnesses; they must be witnesses "who know the handwriting and signature of the testator" and who can declare truthfully "that the will and the signature are in the handwriting of the testator." - Compliance with the rule of paragraph 1 of Article 811 may even be impossible. This is evidently the reason for the second paragraph of Art. 811. The law foresees the
SUCCESSION A2010 possibilit possibility y that no qualified witness may be found (or may refuse to testify), testify), and provides for resort to expert evidence to supply the deficiency. - The requirement can be considered mandatory only in the case of ordinary testaments, precisely because the presence of at least three witnesses at the execution of ordinary wills is made by law essential to their validity. - The resort to expert evidence is conditioned by the words "if the Court deem it necessary", which reveal that what the law deems essential is that the Court should be convinced of the will's authenticity. Where the prescribed number of witnesses is produced and the court is convinced by their testimony that the will is genuine, it may consider it unnecessary to call for expert evidence. And because the law leaves it to the trial court to decide if experts are still needed, no unfavorable inference can be drawn from a party's party's failure to offer expert evidence, evidence, until and unless the court expresses dissatisfaction with the testimony of the lay witnesses.
CODOY v CALUGAY 312 SCRA 333 PARDO; August 12, 1999 NATURE Petition for review on certiorari of the CA decision and resolution denying MR FACTS -On April 6, 1990, respondents Evangeline Calugay, Josepine Salcedo and Eufemia Patigas, devisees and legatees of the holographic will of the deceased Matilde Seño Vda. de Ramonal, filed with RTC Branch 18, Misamis Oriental, a petition for probate of the said holographic holographic will. will. Petitioner Petitioners s Eugenia Eugenia Ramonal Ramonal Codoy and Manuel Ramonal filed an opposition thereto, alleging that the holographic will was a forgery and that the same was even illegible illegible which gives an impression impression that a “third “third hand” of an interested party other than the true hand of Matilde Seño Vda. de Ramonal executed the hologr holograph aphic ic will. will. They They argued argued that that the repeat repeated ed dates dates (Augus (Augustt 30, 1978) 1978) incorporated or appearing on the will after every disposition is out of the ordinary; that if the deceased was the one who executed the will, and was not forced, the dates and the signature should appear at the bottom after the dispositions, as regularly done and not after every disposition; and that assuming the holographic will is in the handwriting handwriting of the deceased, it was procured procured by undue and improper pressure and influence on the part of the beneficiaries, or through fraud and trickery. -At the hearin hearing, g, respon respondent dents s presen presented ted six ordina ordinary ry witnes witnesses ses and variou various s documentary documentary evidence. evidence. Petitioner Petitioners, s, instead instead of presenting presenting their evidence, evidence, filed a demurrer demurrer to evidence, evidence, which the trial court granted. granted. Respondents Respondents appealed, appealed, and in support thereof, they once again reiterated the testimony of their ordinary witnesses (clerk (clerk of court, election election registrar, registrar, DENR employee, employee, deceased’s niece, lawyer, and adoptee) who testified as to the similarity, authenticity, genuineness of the signature of the deceased in the holographic will. -Oct 9, 1995: the Court of Appeals rendered a decision, ruling that the appeal was meritorious meritorious,, sustaining sustaining the authentici authenticity ty of the holographic holographic will and the handwriting handwriting and signature therein, and allowing the will to probate. CA, paraphrasing Azaola vs. Singson, 109 Phil. 102, held that “even if the genuineness of the holographic will were contested, Article 811 of the civil code cannot be interpreted as to require the compulsory presentation of three witnesses to identify the handwriting of the testator, under penalty of the having the probate denied. No witness need be present in the execution of the holographic will. And the rule requiring the production of three is that the court is witnesses is merely permissive. What the law deems essential is convinced of the authenticity of the will. Its duty is to exhaust all available available lines of
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inquiry, for the state is as much interested in the proponent that the true intention of the testator be carried into effect. effect. And because the law leaves it to the trial trial court to decide if experts are still needed, no unfavorable inference can be drawn from a party’ party’s s failur failure e to offer offer expert expert eviden evidence, ce, until until and unless unless the court court expres expresses ses dissatisfaction with the testimony of the lay witnesses.” -Hence, this petition. ISSUE WON CA erred in holding that respondents had been able to present credible evidence to prove that the date, text, and signature signature on the holographic holographic will were written written entirely in the hand of the testatrix. HELD YES. -Article 811 provides, as a requirement for the probate of a contested holographic will, that at least three witnesses explicitly declare that the signature in the will is the genuine genuine signature of the testator. testator. Based on the language used, this provision provision is mandatory. The word “shall” connotes a mandatory order, an imperative obligation, inconsistent with the idea of discretion. Art. 811 is meant to give effect to the wishes of the deceased and the evil to be prevented is the possibility that unscrupulous individual individuals s who for their benefit will employ means to defeat the wishes wishes of the testat testator. or. The paramo paramount unt consid considera eratio tion n is to determ determine ine the true true intent intent of the deceased. -Not all the witnesses presented by the respondents testified explicitly that they were familiar with the handwriting of the the testator. Even the three witnesses from whose witnesses CA relied seem unreliable. (1) Ms. Matilde Matilde Ramonal Binanay, merely merely testified testified that she was familiar with her aunt’s signature. She did not declare that she saw the deceased sign a document or write a note. What she saw were pre-prepared receipts and letters of the deceased, which which she either either mailed mailed or gave gave to her tenant tenants. s. Furthe Further, r, during during the crosscrossexamination, the counsel for petitioners elicited the fact that the will was not found in the personal belongings belongings of the deceased but was in the possession possession of Ms. Binanay. She testified that she took it from the aparador of her deceased mother, so she could seek advice from a lawyer. lawyer. She kept the fact about the will from petitioners, petitioners, the legally legally adopted children children of the deceased. deceased. Such actions actions put in issue her motive of keeping the will a secret to petitioners and revealing it only after the death of Matilde Seño Vda. de Ramonal. (2) Evangeline Calugay, the deceased’s adoptee, gives as her only reason as to why she was familiar with the handwriting of the deceased, the fact that she lived with her since birth. birth. She never declared declared that she saw the deceased deceased write a note or sign a document. (3) The former lawyer of the deceased, deceased, Fiscal Waga, was not definite definite whether the signatures signatures in the holographic holographic will were that of Matilde Matilde vda de Ramonal. Ramonal. He was merely merely supposing supposing that it seems to be her signature signature because it is similar similar to the signature of the project of partition he prepared. -Ajero vs. Court of Appeals: “the object of the solemnities surrounding the execution of wills is to close the door against bad faith and fraud, to avoid substitution of wills and testaments and to guaranty their truth and authenticity. authenticity. Therefore, the laws on this subject should be interpreted in such a way as to attain these primordial ends. But, on the other hand, also one must not lose sight of the fact that it is not the object of the law to restrain and curtail the exercise of the right to make a will.” We cannot eliminate the possibility of a false document being adjudged as the will of the testator, which is why if the holographic will is contested, that law requires three witnesses to declare that the will was in the handwriting of the deceased.
SUCCESSION A2010 -In this case, the will was found not in the personal belongings belongings of the deceased deceased but with one of the respondents, respondents, who kept it even before the death of the deceased. In the testimony of Ms. Binanay, she revealed that the will was in her possession as early as 1985, or five years before the death of the deceased. There was no opportunity for an expert to compare the signature and the handwriting of the deceased with other documents signed and executed by her during her lifetime. The only chance at comparison comparison was during the cross-exami cross-examinatio nation n of Ms. Binanay Binanay when the lawyer of petitioners asked Ms. Binanay to compare the documents which contained the signature of the deceased with that of the holographic will and she is not a handwriting expert. Even the former lawyer of the deceased expressed doubts as to the authenticity of the signature in the holographic will. - A A visual examination of the holographic will convince us that the strokes are different when compared with other documents written by the testator. The signature of the testator testator in some of the disposition disposition is not readable. readable. There were uneven strokes, retracing and erasures on the will. Comparing the signature in the holographic will dated August 30, 1978, 1978, and the signatures signatures in several several documents documents such as the application letter for pasture permit dated December 30, 1980, and a letter dated June 16, 1978, the strokes are different. In the letters, there are continuous flows of the strokes, strokes, evidenci evidencing ng that there is no hesitation hesitation in writing writing unlike that of the holographic will. We, therefore, cannot be certain that the holographic will was in the handwriting by the deceased.
UNSON v ABELLA, 43 PHIL 494 VILLAMOR; June 12, 1922 FACTS - Doña Josefa Zalamea y Abella executed her last will and testament with an attached inventory of her properties in the presence of three witnesses, who signed with her all the pages of said documents. - When the testatrix died, the executor appointed in the will, Pedro Unson, filed an applicatio application n for the probate of the will and the issuance issuance of the proper letters of administration in his favor. - To said application an opposition was presented by Antonio Abella, Ignacia Abella, Avicencia Abella, and Santiago Vito, alleging that the supposed will of the deceased Zalamea was not executed in conformity with the provinces of the law, inasmuch as it was not paged correlatively in letters, nor was there any attestation clause in it, nor was it signed by the testatrix and the witnesses in the presence of each other. - The judge a quo overruled overruled the opposition opposition of the contestants contestants,, and ordered ordered the probate of the will and the inventory holding that both documents contained the true and last will of the deceased Josefa Zalamea. ISSUES 1. WON the will of the deceased Josefa Zalamea, was executed with all the solemnities required by the law. 2. WON the court below erred in admitting the will to probate notwithstanding the omission of the proponent to produce one of the attesting witnesses. 3. WON the court below erred in admitting the inventory to probate despite the fact that this exhibit has no attestatio attestation n clause clause in it, and its paging is made in Arabic Arabic numerals and not in letters. HELD
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1. YES. The attesting witnesses, Eugenio Zalamea and Gonzalo Abaya, clearly testify that together with the other witness to the will, Pedro de Jesus, they did sign each and every page of the will and of the inventory inventory in the presence presence of each other and of the testatrix, as the latter did likewise sign all the pages of the will and of the inventory in their presence. - Appellants intimate that one of the pages of the will was not signed by the testatrix, nor by the witnesses on the day of the execution of the will basing their contention on the testimony of Aurelio Palileo, who says that on one occasion Gonzalo Abaya told him that one of the pages of the will had not been signed by the witnesses, nor by the testatrix. Palileo's testimony is entirely contradicted by Gonzalo Abaya not only in the direct, but in the rebuttal, evidence as well. Palileo's testimony cannot prevail over that of the attesting witnesses, Gonzalo Avaya and Eugenio Zalamea. 2. NO. At the trial of this case the attorneys for the proponent stated to the court that they had necessarily to omit the testimony of Pedro de Jesus, one of the persons who appear to have witnessed the execution of the will, for there were reasonable grounds to believe that said witness was openly hostile to the proponent, inasmuch as since the announcement of the trial of the petition for the probate of the will, said witness has been in frequent communication with the contestants and their attorney, and has refused to hold any conference with the attorneys for the proponent. - The trial court found that the evidence introduced by the proponent, consisting of the testimony of the two attesting witnesses and the other witness who was present at the execution, and had charge of the preparation of the will and the inventory was sufficient. - Cabang vs. Delfinado: the general rule is that, where opposition is made to the probate of a will, the attesting witnesses must be produced. But there are exceptions to this rule, for instance, 1when a witness is dead, or 2cannot be served with process of the court, or 3his reputation for truth has been questioned or 4he appears hostile to the cause of the proponent. In such cases, the will may be admitted to probate without the testimony of said witness, if, upon the other proofs adduced in the case, the court is satisfied that the will has been duly executed. - But suppos supposing ing that that said said witnes witness, s, when when cited, cited, had testif testified ied advers adversely ely to the application, this would not by itself have change the result reached by the court a provides es that a will will can be quo, for section section 632 of the Code of Civil Civil Procedure Procedure provid admitted to probate, notwithstanding that one or more witnesses do not remember having attested it, provided the court is satisfied upon the evidence adduced that the will has been executed and signed in the manner prescribed by the law. 3. NO. In the third paragraph of the will, will, reference is made to the inventory, inventory, and at the bottom of said will, the testatrix Josefa Zalamea says: In witnes witness s whereo whereof, f, I sign sign this this will will compos composed ed of ten folios folios includ including ing the page page containing the signatures and the attestation of the witnesses; I have likewise signed the inventory attached to this will composed of ten folios in the presence of Messrs. Gonzalo Abaya, Eugenio Zalamea, Pedro de Jesus, in this municipality of Pagsanjan, Laguna, Philippine Islands, this 19th of July, 1918. And the attestation clause is as follows: The foregoing will composed of ten folios including this one whereunto we have affixed our signatures, as well as the inventory of the properties of Doña Josefa Zalamea y Abella, was read to Doña Josefa Zalamea y Abella, and the latter affixed her name to the last, and each and every page of this will and inventory composed of ten folios in our presence; and she declared this to be her last will and testament and at her request we have affixed hereunto our respective signatures in her presence and in the presence of each other as witnesses to t he will and the inventory this 19th of July, 1918, at Pagsanjan, Laguna, P.I. (Sgd.) GONZALO ABAYA, EUGENIO ZALAMEA, PEDRO DE JESUS.
- In view of the fact that the inventory is referred to in the will as an integral part of it, the Court found that the foregoing attestation clause is in compliance with section 1
SUCCESSION A2010 of Act No. 2645, which requires this solemnity for the validity of a will, and makes . unnecessary any other attestation clause at the end of the inventory - As to the paging of the will in Arabic numerals, instead of in letters, the Court adhered to the doctrine announced in the case of Aldaba vs. Roque where the will was assailed on the ground that its folios were paged with the letters A, B, C, etc., instead of with the letters "one," two," "three," etc. It was held that this way of numbering the pages of a will is in compliance compliance with the spirit of the law, inasmuch inasmuch as either one of these methods indicates indicates the correlatio correlation n of the pages and serves to prevent prevent the abstraction of any of them. - In the course of the decision, the Court said: "It might be said that the object of the law in requiring requiring that the paging be made in letters letters is to make falsification falsification more difficult, but it should be noted that since all the pages of the testament are signed at the margin by the testatrix and the witnesses, the difficulty of forging the signatures in either case remains the same. In other words the more or less degree of facility to imitate the writing of the letters A, B, C, etc., does not make for the easiness to forge the signatures. - Abangan vs. Abangan: The object of the solemnities solemnities surrounding the execution execution of wills is to close the door against bad faith and fraud, to avoid substitution of wills and testaments testaments and to guaranty their truth and authentici authenticity. ty. Therefore the laws on this subject should be interpreted in such a way as to attain these primordial ends. But, on the other hand, also one must not lose sight of the fact that it is not the object of the law to restra restrain in and curtai curtaill the exercis exercise e of the right right to make a will. will. So when when an interpretation whatsoever, that adds nothing but demands more requisites entirely unnecessary, useless, and frustrative of the testator's last will, must be disregarded. - In that case the testament was written on one page, and the attestation clause on another. Neither one of these pages was numbered in any way, and it was held: "In a will will consis consistin ting g of two sheets sheets the first first of which which contai contains ns all the testam testament entary ary dispositions and is signed at the bottom by the testator and three witnesses, and the second contains only the attestation clause and is signed also at the bottom by the three witnesses it is not necessary that both sheets be further signed on their margins by the testator and the witnesses, or be paged." - This means that, according to the particular case, the omission of paging does not necessarily render the testament invalid. - The law provides that the numbering of the pages should be in letters placed on the upper part of the sheet, but if the paging should be placed in the lower part, would the testament be void for this sole reason? The Court believes not. The law also provides that the testator and the witnesses must sign the left margin of each of the sheets of the testament; but if they should sign on the right margin, would this fact also annul the testament? Evidently not. - Avera vs. Garcia and Rodriguez : "It is true that the statute says that the testator and the instrumental witnesses shall sign their names on the left margin of each and every page; and it is undeniable that the general doctrine is to the effect that all statutory requirements as to the execution of wills must be fully complied with." "Still some details at time creep into legislative enactments which are so trivial that it would be absurd to suppose that the Legislature could have attached any decisive importance to them. The provision to the effect that the signatures of the testator and witnesses shall be written on the left margin of each page — rather than on the margin — seems to be of this character. So far as concerns the authentication of the will, and of every part thereof, it can make no possible difference whether the names appear on the left or on the right margin, provided they are on one or the other." - The Court said that it does not desire to intimate that the numbering in letters is a requisite of no importance. But since its principal object is to give the correlation of the pages, it held that his object may be attained by writing one, two, three, etc., as well as by writing A, B, C, etc. It saw no reason why the same rule should not be
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applied applied where the paging paging is in Arabic numerals, numerals, instead of in letters, letters, as in the inventory in question.
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