Professional Documents
Culture Documents
L-7188
August 9, 1954
permitted the execution of holographic wills, under a liberal view, and to carry
out the intention of the testator which according to the trial court is the
controlling factor and may override any defect in form, said trial court by order
dated January 24, 1952, admitted to probate Exhibit "A", as the Last Will and
Testament of Father Sancho Abadia. The oppositors are appealing from that
decision; and because only questions of law are involved in the appeal, the
case was certified to us by the Court of Appeals.
The new Civil Code (Republic Act No. 386) under article 810 thereof provides
that a person may execute a holographic will which must be entirely written,
dated and signed by the testator himself and need not be witnessed. It is a
fact, however, that at the time that Exhibit "A" was executed in 1923 and at the
time that Father Abadia died in 1943, holographic wills were not permitted,
and the law at the time imposed certain requirements for the execution of
wills, such as numbering correlatively each page (not folio or sheet) in letters
and signing on the left hand margin by the testator and by the three attesting
witnesses, requirements which were not complied with in Exhibit "A" because
the back pages of the first two folios of the will were not signed by any one,
not even by the testator and were not numbered, and as to the three front
pages, they were signed only by the testator.
Interpreting and applying this requirement this Court in the case of In re Estate
of Saguinsin, 41 Phil., 875, 879, referring to the failure of the testator and his
witnesses to sign on the left hand margin of every page, said:
. . . . This defect is radical and totally vitiates the testament. It is not
enough that the signatures guaranteeing authenticity should appear
upon two folios or leaves; three pages having been written on, the
authenticity of all three of them should be guaranteed by the signature
of the alleged testatrix and her witnesses.
And in the case of Aspe vs. Prieto, 46 Phil., 700, referring to the same
requirement, this Court declared:
From an examination of the document in question, it appears that the
left margins of the six pages of the document are signed only by
Ventura Prieto. The noncompliance with section 2 of Act No. 2645 by
the attesting witnesses who omitted to sign with the testator at the left
margin of each of the five pages of the document alleged to be the will
that the Legislature can not validate void wills (57 Am. Jur., Wills, Sec. 231,
pp. 192-193).
In view of the foregoing, the order appealed from is reversed, and Exhibit "A"
is denied probate. With costs.
Paras, C.J., Pablo, Bengzon, Padilla, Reyes, A., Jugo, Bautista Angelo,
Labrador, Concepcion and Reyes J.B.L., JJ., concur
5th. That on May 24, 1947, the spouses Maria Canoy and Roberto
Canoy sold the same parcel of land to the plaintiff in this case named
Bienvenido A. Ebarle;
G.R. No. L-5064
6th. That the two deeds of sale referred to above were not
registered and have never been registered up to the date;
7th. That on January 17, 1948 surviving spouse Catalina Navarro
Vda. de Winstanley, after her appointment as guardian of her children
by this court (Special proceeding no. 212-R) sold one-half of the land
mentioned above to Esperanza M. Po, defendant in the instant case,
which portion belongs to the children of the above named spouses.
As stated by the trial Judge, the sole question for determination is the validity
of the sale to Esperanza M. Po, the last purchaser. This question in turn
depends upon the validity of the prior ale to Maria Canoy and Roberto Canoy.
Article 657 of the old Civil Code provides: "The rights to the succession of a
person are transmitted from the moment of his death." in a slightly different
language, this article is incorporated in the new Civil Code as article 777.
Manresa, commending on article 657 of the Civil Code of Spain, says:
The moment of death is the determining factor when the heirs acquire
a definite right to the inheritance, whether such right be pure or
contingent. It is immaterial whether a short or long period of time
lapses between the death of the predecessor and the entry into
possession of the property of the inheritance because the right is
always deemed to be retroactive from the moment of death. (5
Manresa, 317.)
The above provision and comment make it clear that when Catalina Navarro
Vda. de Winstanley sold the entire parcel to the Canoy spouses, one-half of it
already belonged to the seller's children. No formal or judicial declaration
being needed to confirm the children's title, it follows that the first sale was null
and void in so far as it included the children's share.
On the other hand, the sale to the defendant having been made by authority
of the competent court was undeniably legal and effective. The fact that it has
not been recorded is of no consequence. If registration were necessary, still
the non-registration would not avail the plaintiff because it was due to no other
cause than his own opposition.
The decision will be affirmed subject to the reservation, made in said decision,
of the right of the plaintitff and/or the Canoy spouses to bring such action
against Catalina Navarro Vda. de Winstanley as may be appropriate for such
damages as they may have incurred by reason of the voiding of the sale in
their favor.
Paras, C.J., Feria, Pablo, Bengzon, Padilla, Montemayor, Reyes, Jugo,
Bautista Angelo and Labrador, JJ., concur.
It may be true that the interest of a specific heir is not yet fixed and
determinate pending the order of distribution but, nonetheless, the
heir's interest in the preservation of the estate and the recovery of
its properties is greater than anybody else's, definitely more than
the administrator's who merely holds it for the creditors, the heirs,
and the legatees.
The petitioner cites precedents where persons with inchoate or
contingent interest were allowed to exercise the right of redemption
as "successors-in-interest," e.g. Director of Lands vs. Lagniton (103
Phil. 889, 892) where a son redeemed the property of his parents
sold on execution and Rosete vs. Provincial Sheriff of Zambales (95
Phil. 560, 564), where a wife by virtue of what the Court called
"inchoate right of dower or contingent interest" redeemed a
homestead as successor-in-interest of her husband.
In fact, the Court was explicit in Lagniton that:
... The right of a son, with respect to the property of a
father or mother, is also an inchoate or contingent
interest, because upon the death of the father or the
mother or both, he will have a right to inherit said
conjugal property. If any holder of an inchoate interest
is a successor in interest with right to redeem a
property sold on execution, then the son is such a
successor in interest, as he has an inchoate right to
the property of his father.
The lower court, therefore, erred in considering the person of the
administrator as the judgment debtor and as the only "successor-ininterest." The estate of the deceased is the judgment debtor and the
heirs who will eventually acquire that estate should not be
prohibited from doing their share in its preservation.
Although petitioner Palicte validly redeemed the properties, her
motion to transfer the titles of the four (4) parcels of land covered
by the Deed of Redemption from registration in the name of Filemon
Sotto to her name cannot prosper at this time.
The other heirs are, therefore, given a six months period to join as
co-redemptioners in the redemption made by the petitioner before
the motion to transfer titles to the latter's name may be granted.
WHEREFORE, the petition is hereby GRANTED. The respondent
court's orders declaring the deed of redemption null and void and
denying the motion to transfer title over the redeemed properties to
Matilda Palicte are REVERSED and SET ASIDE, subject to the right of
the other heirs to join in the redemption as stated above.
SO ORDERED.
Fernan (Chairman), Feliciano, Bidin and Cortes, JJ., concur.
GONZAGA-REYES, J.:
This petition for review on certiorari seeks to reverse and set aside
the Decision dated November 25, 1995 of the Fifth Division 1 of the
Court of Appeals for allegedly being contrary to law.
1. That on August 9, 1965, Rev. Fr. Esdras Nufable died leaving (a)
Last Will and Testament (marked Exh. G) disposing (of) his
properties or estate in favor of his four legitimate children, namely:
Angel Custodio Nufable, Generosa Nufable, Vilfor Nufable and
Marcelo Nufable;
2. That on March 30, 1966 the said Last Will and Testament was
probated by the Honorable Court, Court of First Instance of Negros
Oriental, and is embodied in the same order appointing an
Administratrix, Generosa Nufable, but to qualify only if she put up a
necessary bond of P1,000.00;
4. That the herein heirs agreed, as they hereby agree to settle the
estate in accordance with the terms and condition of the will in the
following manner, to wit:
(a) That the said Deed of Sale (Annex "C") executed by the
Development Bank of the Philippines in favor of the defendants be
declared null and void as far as the three fourths (3/4) rights which
belongs (sic) to the plaintiffs are concerned;
Generosa, Vilfor and Marcelo, all surnamed Nufable filed with the
lower court a complaint dated July 25, 1985 "To Annul Fraudulent
Transactions, to Quiet Title and To Recover Damages' against Nelson
Nufable, and wife, Silmor Nufable and his mother Aquilina Nufable.
Plaintiffs pray:
(b) That the said three fourths (3/4) rights over the above parcel in
question be declared as belonging to the plaintiffs at one fourth
right to each of them;
(d) Plus any other amount which this Court may deem just and
equitable. (p. 6, Original Records)
4. Paragraph 4 is denied, the truth being that the late Angel Nufable
was the exclusive owner of said property, that as such owner he
mortgaged the same to the Development Bank of the Philippines on
March 15, 1966, that said mortgage was foreclosed and the DBP
became the successful bidder at the auction sale, that ownership
was consolidated in the name of the DBP, and that defendant Nelson
Nufable bought said property from the DBP thereafter. During this
period, the plaintiffs never questioned the transactions which were
public, never filed any third party claim nor attempted to redeem
said property as redemptioners, and that said Deed of Sale, Annex
"B" to the complaint, is fictitious, not being supported by any
consideration; (pp. 20-21, id.)
No award on damages.
No costs.
The Court of Appeals, in its decision, stated that the trial court failed
to take into consideration the probated will of the late Esdras
Nufable bequeathing the subject property to all his four children. 5
In the present petition, petitioner present the issue of whether or not
the Last Will and Testament of Esdras Nufable and its subsequent
probate are pertinent and material to the question of the right of
ownership of petitioner Nelson Nufable who purchased the land in
question from, and as acquired property of, the Development Bank
of the Philippines (DBP, for short). They contend that the probate of
the Last Will Testament and of Esdras Nufable did not determine the
ownership
of
the
parties.1wphi1.nt
land
in
question
as
against
third
The records show that upon petition for probate filed by the heirs of
the late Esdras Nufable, an Order dated March 30, 1966 was issued
by then Court of First Instance of Negros Oriental, Branch II,
admitting to probate the last will and testament executed by the
decedent. 7 Thereafter, on June 6, 1966, the same court approved
the Settlement of Estate submitted by the heirs of the late Esdras
Nufable wherein they agreed "(T)hat the parcel land situated in
Poblacion Manjuyod, Negros Oriental remains undivided for
community ownership but respecting conditions imposed therein
(sic) in the will." 8 In paragraph 3 thereof, they stated that "they
have no objection as to the manner of disposition of their share
made by the testator, the expenses of the proceeding and that they
have already taken possession of their respective shares in
accordance with the will." Verily, it was the heirs of the late Esdras
Nufable who agreed among themselves on the disposition of their
shares. The probate court simply approved the agreement among
the heirs which approval was necessary for the validity of any
disposition of the decedent's estate. 9
Thus, when Angel Nufable and his spouses mortgaged the subject
property to DBP on March 15, 1966, they had no right to mortgage
the entire property. Angel's right over the subject property was
limited only to 1/4 pro indiviso share. As co-owner of the subject
property, Angel's right to sell, assign or mortgage is limited to that
portion that may be allotted to him upon termination of the coownership. Well-entrenched is the rule that a co-owner can only
alienate his pro indiviso share in the co-owned property. 12
The Court of Appeals did not err in ruling that Angel Custodio
Nufable "had no right to mortgage the subject property in its
entirety. His right to encumber said property was limited only to 1/4
Anent the second ground of the petition, petitioners allege that the
Development Bank of the Philippines acquired ownership of the land
in question through foreclosure, purchase and consolidation of
ownership. Petitioners argue that if petitioner Nelson Nufable had
not bought said land from the DBP, private respondents, in order to
acquire said property, must sue said bank for the recovery thereof,
and in so doing, must allege grounds for the annulment of
documents evidencing the bank's ownership thereof. Petitioners
contend that since petitioner Nelson Nufable simply bought the
whole land from the bank, they cannot be deprived of the ownership
of 3/4 without making any pronouncement as to the legality or
illegality of the bank's ownership of said land. It is argued that there
was no evidence to warrant declaration of nullity of the bank's
acquisition of said land; and that neither was there a finding by the
court that the bank illegally acquired the said property.
This brings us to the issue of whether or not the DBP should have
been impleaded as party-defendant in the case at bar. Petitioners
contend that DBP was never impleaded and that due process
requires that DBP be impleaded so that it can defend its sale to
petitioner Nelson Nufable; and that it was the duty of private
respondents, and not of petitioner Nelson, to implead the bank and
ask for the annulment of documents evidencing the bank's
ownership of the disputed land.
In the Rejoinder to the Reply, private respondents that the noninclusion of DBP as a "necessary party" was not questioned by
petitioners from the time the Complaint was filed until the case was
"finished." It was only after the adverse decision by the respondent
Court of Appeals that petitioners raised the issue.
MENDOZA, J.:
WHEREFORE, there being no reversible error in the decision
appealed from, the petition for review on certiorari is hereby
DENIED.1wphi1.nt
SO ORDERED.
RESOLUTION
On May 11, 1989, Atty. Tenorio moved for the postponement of the
hearing from May 17, 1989 to June 5, 1989, allegedly because she
had to leave for Malaybalay, Bukidnon to assist in the prosecution of
her brother-in-law's killers. The trial court, while noting that the
hearing on May 17, 1989 was "intransferrable in character,"
nonetheless granted Atty. Tenorio's motion and postponed the
hearing to June 5, 1989 over the objection of the private prosecutor.
Petitioner was warned that if she did not present her evidence on
that date, she would be considered to have waived her right to do
so. 6 But the hearing on June 5, 1989 had to be rescheduled again
because petitioner's counsel, Atty. Tenorio, was absent. 7
On July 10, 1989, the new date of hearing, both petitioner and Atty.
Tenorio were absent, so that on motion of private prosecutor, the
court declared petitioner to have waived the right to present her
evidence. 8 Four days later (on July 14, 1989), petitioner gave a
medical certificate 9 stating that she was suffering from
hypertension and rheumatism which required bed rest for at least 57 days. The court merely noted the medical certificate but
maintained its previous order, on the ground that "the same is not a
motion and [as] counsel was also not in Court during the last
hearing, the Order of the Court dated July 10, 1989 to the effect that
After the Solicitor General filed his comment, the Court of Appeals in
its resolution dated January 15, 1992 denied petitioner's motion for
new trial and gave her 30 days within which to file her appellant's
brief. 15 The appellate court held:
There is not even a wee bit of a hint about the second ground.
All that appellant is invoking as ground for new trial is the policy of
liberality in the application of the rules and the alleged negligence of
her counsel.
Appellant, who has, in fact, prepared the motion herself, without the
assistance of counsel, is probably a member of the Bar. If she is not,
she must have gone through law school as her handiwork is written
in forensic style and is even better than the pleadings of some
licensed advocates who are handling appealed cases or original
special civil actions before this Court.
(b) That new and material evidence has been discovered which the
accused could not with reasonable diligence have discovered and
We have meticulously gone over the entire record, and We find that
accused appellant was not at all deprived of her day in court or
denied due process. She was afforded ample opportunity to present
evidence in her defense.
Petitioner filed a "very urgent motion" for 90 days from February 22,
1992 to secure services of counsel to file her appellant's brief. The
Court of Appeals gave petitioner 15 days from February 22, 1992,
the last day of the extension previously granted her. The Court of
Appeals stated that it had given petitioner notice to file brief as
early as March 27, 1990, but "petitioner has been trifling with our
judicial processes long enough."
On March 6, 1992, without the assistance of counsel, accusedappellant filed an appellant's brief. Thereafter the Solicitor General
filed the appellee's brief to which petitioner filed a reply brief. On
May 28, 1993, the Court of Appeals rendered its decision, affirming
the trial court's ruling. On August 30, 1993 it denied reconsideration.
Petitioner filed this case for review on certiorari, claiming that her
conviction by the trial court was void because she was denied due
process, since she was denied the opportunity to present evidence
in her behalf. The Solicitor General filed his comment to which
petitioner filed a reply. On November 29, 1995 this Court denied the
petition for lack of merit. Hence this motion for reconsideration.
After due consideration of the motion and its supplement and the
separate comments thereto by the respondents as well as
petitioner's replies and private respondent's consolidated rejoinder,
the Court now resolves to grant petitioner's motion for
reconsideration.
First. The issue in this case is whether the trial court properly held
petitioner to have waived the right to present evidence because of
her failure to proceed despite several postponements granted to
her. To be sure, the postponement of the trial of a case to allow the
presentation of evidence of a party is a matter which lies in the
discretion of the trial court, but it is a discretion which must be
exercised wisely, considering the peculiar circumstances obtaining
in each case and with a view to doing substantial justice. 16 In the
case at bar, hearings were scheduled for die presentation of
petitioner's evidence on six different dates, to wit: (1) February 6,
1989; (2) March 10, 1989; (3) April 12, 1989; (4) May 17, 1989; (5)
June 5, 1989; and (6) July 10, 1989. Petitioner was absent thrice, i.e.,
on February 6, 1989, April 12, 1989, and July 10, 1989. On the first
date, petitioner could not come because she was sick and her
counsel so informed the court. She was absent also on June 5, 1989
and July 10, 1989 because of illness (hypertension and rheumatism).
Thus, while petitioner's absences were explained, those of her
counsel were not. Atty. Tenorio simply disappeared without a trace,
despite warning to counsel that her failure to present evidence for
her client on June 5, 1989 would be considered a waiver of the
latter's right to present her evidence. But counsel failed to heed the
warning. Petitioner had to soldier on and, by herself, had to plead
with the court for a chance to present her evidence. Contrary to
what the appellate court thought in affirming petitioner's conviction,
this was not the case of a woman who treated the criminal
proceedings against her with cavalier disdain. Indeed, we do not
think that petitioner's absences were so many, capricious, or
egregious as to indubitably indicate an attempt to stall the
proceedings of the criminal case as was the case in People v. Angco
17 and People v. Dichoso. 18 Petitioner might have tried to delay the
filing of her appellant's brief, but her effort can be attributed to an
understandable desire to be allowed to present her evidence.
Hence, the filing of a motion for new trial. Even in her present
petition before this Court petitioner's prayer is not that she be
exonerated but only that she be given the chance to prove her
innocence by being allowed to present her evidence.
Only last year, this Court set aside its decision after finding that the
right of the accused to due process had been violated. In De
Guzman v. Sandiganbayan, 21 this Court set aside its decision
affirming petitioner's conviction by the Sandiganbayan and its
resolution denying reconsideration, after being shown that
petitioner's conviction had been brought about by his counsel's
gross ignorance of law and procedure. The Court held:
are given the fullest opportunity to adduce proofs is the best way to
ferret out such truth."
to be given the benefit of the doubt. But even lawyers, who are
parties in a case, need the guiding hand of counsel. Skill in drafting
pleadings (which is practically the only "lawyerly" thing petitioner
did) is vastly different from skill needed in the courtroom. Preparing
pleadings can be done at leisure with the luxury of consultation,
either of books or of people. Trial work, however, demands more. It
requires the ability to think fast on one's feet and the psychologist's
feel for the witness' mood and motive. As then Chief Justice Moran
said for the Court in People v. Holgado: 24
SO ORDERED.
Even the most intelligent or educated man may have no skill in the
science of the law, particularly in the rules of procedure, and,
without counsel, he may be convicted not because he is guilty but
because he does not know how to establish his innocence.
The Civil Code, in Article 790, p. 1 (Article 675 of the Code of 1889),
expressly enjoins the following: .
ART. 790. The words of a will are to be taken in their ordinary
and grammatical sense, unless a clear intention to use them
in another sense can be gathered, and that other can be
ascertained." .
Technical words in a will are to be taken in their technical
sense, unless the context clearly indicates a contrary
intention, or unless it satisfactorily appears that the will was
drawn solely by the testator, and that he was unacquainted
with such technical sense. (675a)
In consonance with this rule, this Supreme Court has laid the
doctrine in In re Estate of Calderon, 26 Phil., 233, that the intention
and wishes of the testator, when clearly expressed in his will,
constitute the fixed law of interpretation, and all questions raised at
the trial, relative to its execution and fulfillment, must be settled in
accordance therewith, following the plain and literal meaning of the
testator's words, unless it clearly appears that his intention was
otherwise. The same rule is adopted by the Supreme Court of Spain
(TS. Sent. 20 Marzo 1918; 28 Mayo 1918; 30 Abril 1913; 16 Enero
1915; 23 Oct. 1925).
La voluntad del testador, clara, precisa y constantemente
expresada al ordenar su ultimo voluntad, es ley unica,
imperativa y obligatoria que han de obedecer y cumplir
fieldmente albaceas, legatarios y heredera, hoy sus
sucesores, sin que esa voluntad patente, que no ha menester
de interpretaciones, pues no ofrece la menor duda, pueda
sustituirse, pues no ofrece la menor duda, pueda sustituirse
por ningun otro criterio de alguna de los interesados, ni
tampoco por el judicial. (Tribunal Supremo of Spain, Sent. 20
March 1918) .
The American decisions invoked by appellee in his brief inapplicable,
because they involve cases where the only condition imposed on the
legatee was that she should remain a widow. As already shown, the
testament of Don Nicolas Villaflor clearly and unmistakably provided
that his widow should have the possession and use of the legacies
while alive and did not remarry. It necessarily follows that by the
express provisions of the 8th clause of his will, the legacies should
pass to the testator's "sobrinanieta", appellant herein, upon the
widow's death, even if the widow never remarried in her lifetime.
Consequently, the widow had no right to retain or dispose of the
aforesaid properties, and her estate is accountable to the
reversionary legatee for their return, unless they had been lost due
to fortuitous event, or for their value should rights of innocent third
parties have intervened.
PREMISES CONSIDERED, the decision appealed from is reversed, and
the appellant Leonor Villaflor Vda. de VILLANUEVA is declared
entitled to the ownership and fruits of the properties described in
clause 7 of the will or testament, from the date of the death of Doa
Fausta Nepomuceno. The records are ordered remanded to the court
of origin for liquidation, accounting and further proceedings
conformably to this decision. Costs against the Administratorappellee.
Bengzon, C.J., Padilla, Bautista Angelo, Concepcion, Barrera,
Paredes, Dizon and De Leon, JJ., concur.
Labrador, J., took no part.
Issue:
Whether Philippine Law or California Law should apply.
Held:
The Supreme Court deciding to grant more successional
rights to Helen Christensen Garcia said in effect that there be two
rules in California on the matter.
The conflict rule which should apply to Californians outside
the California, and
califronia.
The California conflict rule, found on Art. 946 of the California
Civil code States that if there is no law to the contrary in the place
where personal property is situated, it is deemed to follow the
decree of its owner and is governed by the law of the domicile.
Christensen being domiciled outside california, the law of his
domicile, the Philippines is ought to be followed.
Wherefore, the decision appealed is reversed and case is
remanded to the lower court with instructions that partition
be made as that of the Philippine law provides.
G.R. Nos. L-11483-11484
xxx
xxx.
xxx
xxx.
xxx
xxx.
ruling of the Court and in order to attain the purpose sought by her
overruled opposition Bernarda Camporedondo had to institute, as
she did institute Civil Case No. 1076 of the Court of First Instance of
Davao (G.R. No. L-11483) which we will consider and discuss
hereinafter.
. . . (Exh. A).
Oppositions to the probate of this will were separately filed by Maria
Helen Christensen Garcia and Bernarda Camporendondo, the first
contending that thewill lacked the formalities required by law; that
granting that he had, thedispositions made therein were illegal
because although she and Lucy Christensen were both children had
by the deceased with Bernarda Camporendondo, yet she was given
only a meager sum of P3,600 out of an estate valued at $485,000
while Lucy would get the rest of the properties;and that the
petitioner Adolfo Cruz Aznar was not qualified to be appointed as
administrator of the estate because he had an interest adverse to
thatof the estate. It was therefore prayed by his oppositor that the
application for probate be denied and the will disallowed; that the
proceeding be declared intestate and that another disinterested
person be appointed as administrator.
Bernarda Camporedondo, on the other hand, claimed ownership
over one-halfof the entire estate in virtue of her relationship with the
deceased, it being alleged that she and the testator having lived
together as husband andwife continuously for a period of over 30
years, the properties acquired during such cohabitation should be
governed by the rules on co-ownership. This opposition was
dismissed by the probate court on the ground that shehad no right
to intervene in said proceeding, for as such common-law wife she
had no successional right that might be affected by the probate of
thewill, and likewise, she could not be allowed to establish her title
and co-ownership over the properties therein for such questions
must be ventilated in a court of general jurisdiction. In view of this
lower Court that had the opportunity to observe the conduct of the
witnesses while testifying and could better gaugetheir credibility
and impartiality in the case, arrived at the conclusion that Maria
Helen Christensen had established that she had been in
continouspossessions of the status of a natural child of the
deceased. Considering the preponderant evidence on record, We see
no reason to reverse said ruling.The testator' lastacts cannot be
made the criterion in determining whether oppositor was his child or
not, for human frailty and parental arrogance maydraw a person to
adopt unnatural or harsh measures against an erring child orone
who displeases just so the weight of his authority could be felt. In
theconsideration of a claim that one is a natural child, the attitude
or directacts of the person against whom such action is directed or
that of his family before the controversy arose or during his lifetime
if he predeceases the claimant, and not a single opportunity or an
isolated occasions but as a whole, must be taken into account. The
possession of such status is one of the cases that gives rise to the
right, in favor of the child, of coumpulsaryrecognition. (Art. 283, Civil
Code).
The lower Court, however, after making its finding directed Maria
Lucy Christensen Daney, an heir of the decedent, to recognize
oppositor as a natural child of the deceased. This seems improper.
The Civil Code for 2 kinds of acknowledgement of a natural child:
voluntary and compulsory. In the first instance, which may be
effected in the record of birth, a will, a statement before a court of
record or in an authentic writing (Art. 278,Civil Code), court
intervention is very nil and not altogether wanting, whereas in the
second, judicial pronouncement is essential, and while it is true that
the effect of a voluntary and a compulsory acknowledgment onthe
right of the child so recognized is the same, to maintain the view of
thelower Court would eliminate the distinction between voluntary
acts and those brought about by judicial dicta. And if We consider
that in the case, where, the presumed parent dies ahead of the child
and action for compulsory recogniton is brought against the heirs of
the deceased, as in the instant case, the situation would take absurd
turn, for the heirs would be compelled to recognize such child as a
natural child of the deceased without a properprovision of the law,
for as it now stands, the Civil Code only requires a declaration by the
court of the child's status as a natural child of the parent who, if
living, would be compelled to recognize his offspring as
ever took place and considering that Republic ActNo. 386 which
recognizeed such form of co-ownership went into operation onlyon
August 30, 1950, evidently, this later enactment cannot be invoked
as basis for appellee's claim.
In determining the question poised by this action We may look upon
the jurisprudence then obtaining on the matter. As early as 1925,
this Court already declared that where a man and a woman, not
suffering from any impediment to contract marriage, live together
as husband and wife, an informal civil partnership exists and made
the pronouncement that each of them has an intereat in the
properties acquired during said union and is entitled to participate
therein if said properties were the product oftheir JOINT efforts
(Marata vs. Dionio G.R. No. 24449, Dec. 31, 1925). In another case,
this Court similarly held that although there is no technical marital
partnership between person living maritally without being lawfully
married, nevertheless there is between them an informalcivil
partnership, and the parties would be entitled to an equal interest
where the property is acquired through their JOINT efforts (Lesaca
vs. FelixVda. de Lesaca, 91 Phil., 135).
Appellee, claiming that the properties in controversy were the
product of their joint industry apparently in her desire to tread on
the doctrine laiddown in the aforementioned cases, would lead Us to
believe that her help wassolicited or she took a hand in the
management of and/or acquisition of thesame. But such assertion
appears incredible if We consider that she wasobserved by the trial
Court as an illiterate woman who cannot even remembersimple
things as the date when she arrived at the Mindanao Estate, when
shecommenced relationship with the deceased, not even her
approximate age orthat of her children. And considering that aside
from her own declaration, which We find to be highly improbable,
there appears no evidence to proveher alleged contribution or
participation in the acquisition of the properties involved therein,
and that in view of the holding of this Courtthat for a claim to onehalf of such property to be allowed it must be provedthat the same
was acquired through their joint efforts and labor (Flores
vs.Rehabilitation Finance Corporation, * 50 Off. Gaz. 1029), We have
no recoursebut reverse the holding of the lower Court and deny the
claim of BernardaCampredondo. We may further state that even
granting, for the sake ofargument, that this case falls under the
provisions of Article 144 of theCivil Code, same would be applicable
only as far as properties acquiredafter the effectivity of Republic Act
386 are concerned and to no other, forsuch law cannot be given
retroactive effect to govern those already possessedbefore August
30, 1950. It may be argued, however, that being a newly created
right, the provisions of Section 144 should be made to retroact if
only toenforce such right. Article 2252 of the same Code is explicit in
thisrespect when it states:
SEC. 2252. Changes made and new provisions and rules laid
down by this Code which may prejudice or impair vested or
acquired rights in accordance with the old legislation, shall
have ro retroactive effect.
xxx
xxx
xxx.
June 6, 1967
In this regard, the parties do not submit the case on, nor even
discuss, the doctrine of renvoi, applied by this Court in Aznar v.
Christensen Garcia, L-16749, January 31, 1963. Said doctrine is
usually pertinent where the decedent is a national of one country,
and a domicile of another. In the present case, it is not disputed that
the decedent was both a national of Texas and a domicile thereof at
the time of his death.2 So that even assuming Texas has a conflict of
law rule providing that the domiciliary system (law of the domicile)
should govern, the same would not result in a reference back
(renvoi) to Philippine law, but would still refer to Texas law.
Nonetheless, if Texas has a conflicts rule adopting the situs theory
(lex rei sitae) calling for the application of the law of the place where
the properties are situated, renvoi would arise, since the properties
here involved are found in the Philippines. In the absence, however,
of proof as to the conflict of law rule of Texas, it should not be
presumed different from ours.3 Appellants' position is therefore not
rested on the doctrine of renvoi. As stated, they never invoked nor
even mentioned it in their arguments. Rather, they argue that their
case falls under the circumstances mentioned in the third paragraph
of Article 17 in relation to Article 16 of the Civil Code.
Article 16, par. 2, and Art. 1039 of the Civil Code, render applicable
the national law of the decedent, in intestate or testamentary
successions, with regard to four items: (a) the order of succession;
(b) the amount of successional rights; (e) the intrinsic validity of the
provisions of the will; and (d) the capacity to succeed. They provide
that
ART. 16. Real property as well as personal property is subject
to the law of the country where it is situated.
However, intestate and testamentary successions, both with
respect to the order of succession and to the amount of
successional rights and to the intrinsic validity of
testamentary provisions, shall be regulated by the national
law of the person whose succession is under consideration,
whatever may he the nature of the property and regardless
of the country wherein said property may be found.
national law, is illegal and void, for his national law cannot be
ignored in regard to those matters that Article 10 now Article 16
of the Civil Code states said national law should govern.
The parties admit that the decedent, Amos G. Bellis, was a citizen of
the State of Texas, U.S.A., and that under the laws of Texas, there
are no forced heirs or legitimes. Accordingly, since the intrinsic
validity of the provision of the will and the amount of successional
rights are to be determined under Texas law, the Philippine law on
legitimes cannot be applied to the testacy of Amos G. Bellis.
Wherefore, the order of the probate court is hereby affirmed in toto,
with costs against appellants. So ordered.
Concepcion, C.J., Reyes, J.B.L., Dizon, Regala, Makalintal, Zaldivar,
Sanchez and Castro, JJ., concur
DECISION
PARDO, J.:
The Case
The case raises a conflict of laws issue.
What is before us is an appeal from the decision of the Court of
Appealsi[1] modifying that of the Regional Trial Court, Camarines Sur,
Branch 35, Iriga City ii[2] declaring respondent Alicia F. Llorente
(herinafter referred to as Alicia), as co-owners of whatever
property she and the deceased Lorenzo N. Llorente (hereinafter
referred to as Lorenzo) may have acquired during the twenty-five
(25) years that they lived together as husband and wife.
The Facts
The deceased Lorenzo N. Llorente was an enlisted serviceman
of the United States Navy from March 10, 1927 to September 30,
1957.iii[3]
On February 22, 1937, Lorenzo and petitioner Paula Llorente
(hereinafter referred to as Paula) were married before a parish
priest, Roman Catholic Church, in Nabua, Camarines Sur. iv[4]
Before the outbreak of the Pacific War, Lorenzo departed for the
United States and Paula stayed in the conjugal home in barrio
Antipolo, Nabua, Camarines Sur.v[5]
(6) I hereby direct that the executor named herein or her lawful
substitute should served (sic) without bond;
in the above-mentioned
properties, shall not be
to any other persons, but
disposed of by and among
October
14,
1985,
without
terminating
the
testate
motion
for
The Issue
Stripping the petition of its legalese and sorting through the
various arguments raised,xxxvi[36] the issue is simple.
Who are
We note that while the trial court stated that the law of New
York was not sufficiently proven, in the same breath it made the
categorical, albeit equally unproven statement that American law
follows the domiciliary theory hence, Philippine law applies when
determining the validity of Lorenzos will.xxxviii[38]
First, there is no such thing as one American law. The "national
law" indicated in Article 16 of the Civil Code cannot possibly apply to
general American law. There is no such law governing the validity of
testamentary provisions in the United States. Each State of the
union has its own law applicable to its citizens and in force only
within the State. It can therefore refer to no other than the law of
the State of which the decedent was a resident. xxxix[39] Second, there
is no showing that the application of the renvoi doctrine is called for
or required by New York State law.
The trial court held that the will was intrinsically invalid since it
contained dispositions in favor of Alice, who in the trial courts
opinion was a mere paramour. The trial court threw the will out,
leaving Alice, and her two children, Raul and Luz, with nothing.
The Court of Appeals also disregarded the will. It declared Alice
entitled to one half (1/2) of whatever property she and Lorenzo
acquired during their cohabitation, applying Article 144 of the Civil
Code of the Philippines.
The hasty application of Philippine law and the complete
disregard of the will, already probated as duly executed in
accordance with the formalities of Philippine law, is fatal, especially
in light of the factual and legal circumstances here
obtaining.
Whether the will is intrinsically valid and who shall inherit from
Lorenzo are issues best proved by foreign law which must be
pleaded and proved. Whether the will was executed in accordance
with the formalities required is answered by referring to Philippine
law. In fact, the will was duly probated.
As a guide however, the trial court should note that whatever
public policy or good customs may be involved in our system of
legitimes, Congress did not intend to extend the same to the
succession of foreign nationals.
Congress specifically left the
amount of successional rights to the decedent's national law.xlv[45]
Having thus ruled, we find it unnecessary to pass upon the
other issues raised.
The Fallo
WHEREFORE, the petition is GRANTED. The decision of the
Court of Appeals in CA-G. R. SP No. 17446 promulgated on July 31,
1995 is SET ASIDE.
In lieu thereof, the Court REVERSES the decision of the Regional
Trial Court and RECOGNIZES as VALID the decree of divorce granted
in favor of the deceased Lorenzo N. Llorente by the Superior Court of
the State of California in and for the County of San Diego, made final
on December 4, 1952.
Further, the Court REMANDS the cases to the court of origin for
determination of the intrinsic validity of Lorenzo N. Llorentes will
and determination of the parties successional rights allowing proof
of foreign law with instructions that the trial court shall proceed with
all deliberate dispatch to settle the estate of the deceased within
the framework of the Rules of Court.
No costs.
SO ORDERED.
Davide, Jr., C.J., (Chairman), Puno, Kapunan, and YnaresSantiago, JJ., concur.
STREET, J.:
This appeal involves a controversy over one-half of the estate
of Tomas Rodriguez, decedent. The appellant, Margarita Lopez,
claims said half by the intestate succession as next of kin and
nearest heir; while the appellee, Luz Lopez de Bueno, claims the
same by accredition and in the character of universal heir the will of
the decedent. The trial court decided the point of controversy in
favor of Luz Lopez de Bueno, and Margariat Lopez appealed.
The facts necessary to an understanding of the case are
these: On January 3, 1924, Tomas Rodriguez executed his last will
and testament, in the second clause of which he declared:
I institute as the only and universal heirs to all my
property, my cousin Vicente F. Lopez and his daughter Luz
Lopez de Bueno.
November 1, 1926
was a cousin and nearest relative of the decedent. The will referred
to, and after having been contested, has been admitted to probate
by judicial determination (Torres and Lopez de Bueno vs. Lopez, 48
Phil., 772).
Our discussion of the legal problem presented should begin
with article 753 of the Civil Code which in effect declares that, with
certain exceptions in favor of near relatives, no testamentary
provision shall be valid when made by a ward in favor of his
guardian before the final accounts of the latter have been approved.
This provision is of undoubted application to the situation before us;
and the provision made in the will of Tomas Rodriguez in favor of
Vicente F. Lopez was not any general incapacity on his part, but a
special incapacity due to the accidental relation of guardian and
ward existing between the parties.
We now pass to article 982 of the Civil Code, defining the right
of accretion. It is there declared, in effect, that accretion take place
in a testamentary succession, first when the two or more persons
are called to the same inheritance or the same portion thereof
without special designation of shares; and secondly, when one of
the persons so called dies before the testator or renounces the
inheritance or is disqualifying to receive it. In the case before us we
have a will calling Vicente F. Lopez and his daughter, Luz Lopez de
Bueno, to the same inheritance without special designation of
shares. In addition to this, one of the persons named as heir has
predeceased the testator, this person being also disqualified to
receive the estate even if he had been alive at the time of the
testator's death. This article (982) is therefore also of exact
application to the case in hand; and its effect is to give to the
survivor, Luz Lopez de Bueno, not only the undivided half which she
would have received in conjunction with her father if he had been
alive and qualified to take, but also the half which pertained to him.
There was no error whatever, therefore, in the order of the trial court
declaring Luz Lopez de Bueno entitled to the whole estate.
were denied, as it appears that the deceased left no heirs in the direct
ascending or descending line.
Appellants contend that the evidence of record is not sufficient to establish the
execution of the alleged will in the manner and form prescribed in section 618
of the Code of Civil Procedure; and that at the time when it is alleged that the
will was executed, Ubag was not of sound mind and memory, and was
physically and mentally incapable of making a will.
The instrument propounded for probate purports to be the last will and
testament of Domingo Ubag, signed by him in the presence of three
subscribing and attesting witnesses, and appears upon its face to have been
duly executed in accordance with the provisions of the Code of Civil
Procedure touching the making of wills.
Two of the subscribing witnesses, Victor J. Bingtoy and Catalino Mario,
testified in support of the will, the latter being the justice of the peace of the
municipality wherein it was executed; and their testimony was corroborated in
all important details by the testimony of the proponent herself, who was
present when the will was made. It does not appear from the record why the
third subscribing witness was not called; but since counsel for the contestants
makes no comment upon his absence, we think it may safely be inferred that
there was some good and sufficient reason therefore. In passing, however, it
may be well to observe that, when because of death, sickness, absence, or
for any other reason, it is not practicable to call to the witness stand all the
subscribing witnesses to a will offered for probate, the reason for the absence
of any of these witnesses should be made to appear of record, and this
especially in cases such as the one at bar, wherein there is a contests.
The subscribing witnesses gave full and detailed accounts of the execution of
the will and swore that the testator, at the time of its execution, was of sound
mind and memory, and in their presence attached his signature thereto as his
last will and testament, and that in his presence and in the presence of each
other, they as well as the third subscribing witness. Despite the searching and
exhaustive cross-examination to which they were subjected, counsel for
appellants could point to no flaw in their testimony save an alleged
contradiction as to a single incident which occurred at or about the time when
the will was executed a contradiction, however, which we think is more
apparent than real. One of the witnesses stated that the deceased sat up in
bed and signed his name to the will, and that after its execution food was
given him by his wife; while the other testified that he was assisted into a
sitting position, and was given something to eat before he signed his name.
We think the evidence discloses that his wife aided the sick man to sit up in
bed at the time when he signed his name to the instrument, and that he was
given nourishment while he was in that position, but it is not quite clear
whether this was immediately before or after, or both before and after he
attached his signature to the will. To say that the sick man sat up or raised
himself up in bed is not necessarily in conflict with the fact that he received
assistance in doing so; and it is not at all improbable or impossible that
nourishment might have been given to him both before and after signing the
will, and that one witness might remember the former occasion and the other
witness might recall the latter, although neither witness could recall both. But,
however this may have been, we do not think that a slight lapse of memory on
the part of one or the other witness, as to the precise details of an unimportant
incident, to which his attention may not have been particularly directed, is
sufficient to raise a doubt as to the veracity of these witnesses, or as to the
truth and accuracy of their recollection of the fact of the execution of the
instrument. Of course, a number of contradictions in the testimony of alleged
subscribing witnesses to a will as to the circumstances under which it was
executed, or even a single contradiction as to a particular incident, where the
incident was of such a nature that the intention of any person who was
present must have been directed to it, and where the contradictory statements
in regard to it are so clear and explicit as to negative the possibility or
probability of mistake, might well be sufficient to justify the conclusion that the
witnesses could not possibly have been present, together, at the time when it
is alleged the will was executed; but the apparent contradictions in the
testimony of the witnesses in the case at bar fall far short of raising a doubt a
to their veracity, and on the other hand their testimony as a whole gives such
clear, explicit, and detailed account of all that occurred, and is so convincing
and altogether satisfactory that we have no doubt that the trial judge who
heard them testify properly accepted their testimony as worthy of entire
confidence and belief.
The contestants put upon the stand four witnesses for the purpose of proving
that at the time and on the occasion when the subscribing witnesses testified
that the will was executed, these witnesses were not in the house with the
testator, and that the alleged testator was at that time in such physical and
mental condition that it was impossible for him to have made a will. Two of
these witnesses, upon cross-examination, admitted that they were not in the
house at or between the hours of four and six in the afternoon of the day on
which the will is alleged to have been made, this being the time at which the
witnesses in support of the will testified that it was executed. Of the other
Counsel for appellant suggests that the fact that the alleged will leaves all the
property of the testator to his widow, and wholly fails to make any provision for
his brothers or sisters, indicates a lack of testamentary capacity and undue
influence; and because of the inherent improbability that a man would make
so unnatural and unreasonable a will, they contend that this fact indirectly
corroborates their contention that the deceased never did in fact execute the
will. But when it is considered that the deceased at the time of his death had
no heirs in the ascending or descending line; that a bitter family quarrel had
long separated him from his brothers and sisters, who declined to have any
relations with the testator because he and his wife were adherents of the
Aglipayano Church; and that this quarrel was so bitter that none of his
brothers or sisters, although some of them lived in the vicinity, were present at
the time of his death or attended his funeral; we think the fact that the
deceased desired to leave and did leave all of his property to his widow and
made no provision for his brothers and sisters, who themselves were grown
men and women, by no means tends to disclose either an unsound mind or
the presence of undue influence on the part of his wife, or in any wise
corroborates contestants' allegation that the will never was executed.
It has been said that "the difficulty of stating standards or tests by which to
determine the degree of mental capacity of a particular person has been
everywhere recognized, and grows out of the inherent impossibility of
measuring mental capacity, or its impairment by disease or other causes"
(Greene vs. Greene, 145 III., 264, 276); and that "it is probable that no court
has ever attempted to lay down any definite rule in respect to the exact
amount of mental capacity requisite for the making of a valid will, without
appreciating the difficulty of the undertaking" (Trish vs. Newell, 62 III., 196,
203).
Between the highest degree of soundness of mind and memory which
unquestionably carries with it full testamentary capacity, and that degree of
mental aberration generally known as insanity or idiocy, there are numberless
degrees of mental capacity or incapacity, and while on one hand it has been
held that "mere weakness of mind, or partial imbecility from the disease of
body, or from age, will not render a person incapable of making a will, a weak
or feeble minded person may make a valid will, provided he has
understanding memory sufficient to enable him to know what he is about, and
how or to whom he is disposing of his property" (Lodge vs. Lodge, 2 Houst.
(Del.), 418); that, "To constitute a sound and disposing mind, it is not
necessary that the mind should be unbroken or unimpaired, unshattered by
disease or otherwise" (Sloan vs. Maxwell, 3 N. J. Eq., 563); that "it has not
been understood that a testator must possess these qualities (of sound and
disposing mind and memory) in the highest degree. . . . Few indeed would be
the wills confirmed, if this is correct. Pain, sickness, debility of body, from age
or infirmity, would, according to its violence or duration, in a greater or less
degree, break in upon, weaken, or derange the mind, but the derangement
must be such as deprives him of the rational faculties common to man" (Den.
vs. Vancleve, 5 N. J. L.,680); and, that "Sound mind does not mean a perfectly
balanced mind. The question of soundness is one of degree" (Boughton vs.
Knight, L. R.,3 P. & D., 64; 42 L. J. P., 25); on the other hand, it has been held
that "testamentary incapacity does not necessarily require that a person shall
actually be insane or of an unsound mind. Weakness of intellect, whether it
arises from extreme old age from disease, or great bodily infirmities or
suffering, or from all these combined, may render the testator incapable of
making a valid will, providing such weakness really disqualifies her from
knowing or appreciating the nature, effects, or consequences of the act she is
engaged in" (Manatt vs. Scott, 106 Iowa, 203; 68 Am. St. Rep., 293, 302).
But for the purposes of this decision it is not necessary for us to attempt to lay
down a definition of testamentary capacity which will cover all possible cases
which may present themselves, because, as will be seen from what has
already been said, the testator was, at the time of making the instrument
under consideration, endowed with all the elements of mental capacity set out
in the following definition of testamentary capacity which has been frequently
announced in courts of last resort in England and the United States; and while
is some cases testamentary capacity has been held to exist in the absence of
proof of some of these elements, there can be no question that, in the
absence of proof of very exceptional circumstances, proof of the existence of
all these elements in sufficient to establish the existence of testamentary
capacity.
Testamentary capacity is the capacity to comprehend the nature of
the transaction which the testator is engaged at the time, to recollect
the property to be disposed of and the person who would naturally be
supposed to have claims upon the testator, and to comprehend the
manner in which the instrument will distribute his property among the
objects of his bounty.
(Cf. large array of cases cited in support of this definition in the Encyclopedia
of Law, vol. 23, p. 71, second edition.)
In our opinion, the evidence of record establishes in a strikingly conclusive
manner the execution of the instrument propounded as the last will and
testament of the deceased; that it was made in strict conformity with the
requisites prescribed by law; and that, at the time of its execution, the
deceased was of sound mind and memory, and executed the instrument of his
own free will and accord.
The order probating the will should be land is hereby affirmed, with the cost of
this instance against the appellants.
Arellano, C. J., Torres, Johnson, and Moreland, JJ., concur.
FACTS:
1. Pioquinto Paguio died on September 28, 1909.
2. For some 14 or 15 years prior to the time of his death, he suffered
from a paralysis of the left side of his body; that a few years prior to
his death his hearing became impaired and that he lost the power of
speech.
3. He retained the use of his right hand and was able to write fairly
well.
The courts have repeatedly held that mere weakness of mind and
body , induced by age and disease does not render a person
incapable of making a will. The law does not require that a person
shall continue in the full enjoyment and use of his pristine physical
and mental powers in order to execute a valid will. If such were the
legal standard , few indeed would be the number of wills that could
meet such exacting requirements. The authorities, both medical and
legal, are universal in the statement that the question of mental
capacity is one of degree, and that there are many gradations from
the highest degree of mental soundness to the lowest conditions of
diseased mentality which are denominated insanity or idiocy.
At the time of the execution of the will there were present the four
testamentary witnesses, Agustin Paguio, Anacleto Paguio, and Pedro
Paguio, and attorney, Seor Marco, and one Florentino Ramos.
Anacleto Paguio and the attorney have since died, and consequently
their testimony was not available upon the trial of the case in the
lower court. The other three testamentary witnesses and the
witness Florentino Ramos testified as to the manner in which the will
was executed. According to the uncontroverted testimony of these
witnesses the will was executed in the following manner:
Pioquinto Paguio, the testator, wrote out on pieces of paper notes
and items relating to the disposition of his property, and these notes
were in turn delivered to Seor Marco, who transcribed them and
put them in form. The witnesses testify that the pieces of paper
upon which the notes were written are delivered to attorney by the
testator; that the attorney read them to the testator asking if they
were his testamentary dispositions; that the testator assented each
time with an affirmative movement of his head; that after the will as
a whole had been thus written by the attorney, it was read in a loud
voice in the presence of the testator and the witnesses; that Seor
Marco gave the document to the testator; that the latter, after
looking over it, signed it in the presence of the four subscribing
witnesses; and that they in turn signed it in the presence of the
testator and each other.
These are the facts of record with reference to the execution of the
will and we are in perfect accord with the judgment of the lower
court that the formalities of the Code of Civil Procedure have been
fully complied with.
This brings us now to a consideration of appellants' second
assignment of error, viz, the testator's alleged mental incapacity at
the time of the execution of the will. Upon this point considerable
evidence was adduced at the trial. One of the attesting witnesses
testified that at the time of the execution of the will the testator was
in his right mind, and that although he was seriously ill, he indicated
by movements of his head what his wishes were. Another of the
attesting witnesses stated that he was not able to say whether
decedent had the full use of his mental faculties or not, because he
had been ill for some years, and that he (the witnesses) was not a
this mental disorder had manifested itself other than that he had
noticed that the testator did not reply to him on one occasion when
he visited him.
Doctor Viado, the other physician, have never seen the testator, but
his answer was in reply to a hypothetical question as to what be the
mental condition of a person who was 79 years old and who had
suffered from a malady such as the testator was supposed to have
had according to the testimony of Doctor Basa, whose testimony
Doctor Viado had heard. He replied and discussed at some length
the symptoms and consequences of the decease from which the
testator had suffered; he read in support of his statements from a
work by a German Physician, Dr. Herman Eichost. In answer,
however, to a direct question, he stated that he would be unable to
certify to the mental condition of a person who was suffering from
such a disease.
We do not think that the testimony of these two physicians in any
way strengthens the contention of the appellants. Their testimony
only confirms the fact that the testator had been for a number of
years prior to his death afflicted with paralysis, in consequence of
which his physician and mental strength was greatly impaired.
Neither of them attempted to state what was the mental condition
of the testator at the time he executed the will in question. There
can be no doubt that the testator's infirmities were of a very serious
character, and it is quite evident that his mind was not as active as
it had been in the earlier years of his life. However, we can not
include from this that he wanting in the necessary mental capacity
to dispose of his property by will.
The courts have been called upon frequently to nullify wills executed
under such circumstances, but the weight of the authority is in
support if the principle that it is only when those seeking to
overthrow the will have clearly established the charge of mental
incapacity that the courts will intervene to set aside a testamentary
document of this character. In the case of Bugnao vs. Ubag (14 Phil.
Rep., 163), the question of testamentary capacity was discussed by
this court. The numerous citations there given from the decisions of
the United States courts are especially applicable to the case at bar
and have our approval. In this jurisdiction the presumption of law is
xxx
xxx
March 5, 1923
not talk and did not recognize anyone. But all the witnesses presented by the
petitioner, five in number, testify that the deceased was conscious, could hear
and understand what was said to him and was able to indicate his desires.
Four of these witnesses state that he could speak distinctly; the fifth,
Velhagen, says that the deceased only moved his head in answer to
questions.
That the deceased was in an exceedingly feeble condition at the time the will
was executed is evident, but if the witnesses presented in support of the
petition told the truth there can be no doubt that he was of sound mind and
capable of making his will. And we see no reason to discredit any of these
witnesses; the discrepancies found between their respective versions of what
took place at the execution of the document are comparatively unimportant
and so far from weakening their testimony rather lend strength to it by
indicating the absence of any conspiracy among them.
As against their testimony we have only the testimony of Maximina Ong and
Dr. Tee Han Kee. The former is not a disinterested witness. As to the
testimony of the latter it is sufficient to say that mere professional speculation
cannot prevail over the positive statements of five apparently credible
witnesses whose testimony does not in itself seem unreasonable.
There is no direct evidence in the record showing that the publication of the
time and place of the hearing of the petition for probate has been made as
provided for in section 630 of the Code of Civil Procedure and the appellant
argues that the court below erred in admitting the will to probate without proof
of such publication. This question not having been raised in the court below
will not be considered here.
Section 630 of the Code of Civil Procedure, speaking of hearings for the
probate of wills, also provides that "At the hearing all testimony shall be taken
under oath, reduced to writing and signed by the witnesses" and the appellant
maintains that the transcript of the testimony of the witness Dr. N. M. Saleeby,
not having been signed by the witness, the testimony should have been
excluded.
There is no merit in this contention. When, as in this case, the testimony is
taken by the stenographer of the court and certified to by him, the provision
quoted can only be regarded as directory and a failure to observe the
provision will not render the testimony inadmissible. (Reese vs. Nolan, 99 Ala.,
203.)
The order appealed from is affirmed, with the costs against the appellant. So
ordered.
Araullo, C. J., Street, Malcolm, Avancea, Villamor, Johns, and Romualdez,
JJ., concur.
In view of the decision of the Court of Appeals, dated November 10, 1942,
dismissing the appeal, by virtue of said agreement or compromise, Atty. Lucio
had become her bitter enemy; that when the said will was brought to the
attention of the authorities of said Congregation, after due deliberation and
consideration, said religious organization declined the bounty offered by
Encarnacion Neyra, and said decision of the Congregation was duly
communicated to her; that in order to overcome the difficulties encountered by
said religious organization in not accepting the generosity of Encarnacion
Neyra, the latter decided to make a new will, and for that purpose, about one
week before her death, sent for Atty. Ricardo Sikat, and gave him instructions
for the preparation of a new will; that Atty. Sikat, instead of preparing a new
will, merely prepared a draft of a codicil, amending said will, dated September
14, 1939, again naming said religious organization, among others as
beneficiary, and said draft of a codicil was also forwarded to the authorities of
religious organization, for their consideration and acceptance; but it was also
rejected.
In the meanwhile, Encarnacion Neyra had become seriously ill, suffering from
Addison's disease, and on October 31, 1942, she sent for her religious adviser
and confessor, Mons. Vicente Fernandez of the Quiapo Church to make
confession, after which she requested that holy mass be celebrated in her
house at No. 366 Raon Street, City of Manila, so that she might take holy
communion; that Mons. Fernandez caused the necessary arrangements to be
made, and, as a matter of fact, on November 1, 1942, holy mass was
solemnized in her house by Father Teodoro Garcia, also of the Quiapo
Church, on which occasion, Encarnacion Neyra, who remained in bed, took
holy communion; that after the mass, Father Garcia talked to Encarnacion
Neyra and advised reconciliation between the two sisters, Encarnacion and
Trinidad Neyra. Encarnacion accepted said advise and, at about noon of the
same day (November 1, 1942), sent Eustaquio Mendoza to fetch her sister
Trinidad, who came at about 2:30 that same afternoon; that the two sisters
greeted each other in most affectionate manner, and became reconciled and
two had a long and cordial conversation, in the course of which they also
talked about the properties left by their father and their litigations which had
reached the Court of Appeals for the City of Manila, the instant case being the
second, and they agreed to have the latter dismissed, on the condition that
the property involved therein should be given exclusively to Trinidad Neyra,
that the latter should waive her share in the rents of said property collected by
Encarnacion, and the Trinidad had no more indebtedness to Encarnacion.
They also agreed to send for Atty. Alejandro M. Panis, to prepare the
necessary document embodying the said agreement, but Attorney Panis could
come only in the afternoon of the following day, November 2, 1942, when
Encarnacion gave him instructions for the preparation of the document
embodying their agreement, and other instructions for the preparation of her
last will and testament; that Attorney Panis prepared said document of
compromise as well as the new will and testament, naming Trinidad Neyra
and Eustaquio Mendoza beneficiaries therein, pursuant to Encarnacion's
express instructions, and the two documents were prepared, in duplicate, and
were ready for signature, since the morning of November 3, 1942; that in the
afternoon of that day, of compromise and last will and testament to
Encarnacion Neyra, slowly and in a loud voice, in the presence of Father
Teodoro Garcia, Dr. Moises B. Abad, Dr. Eladio Aldecoa, Trinidad Neyra, and
others, after which he asked her if their terms were in accordance with her
wishes, or if she wanted any change made in said documents; that
Encarnacion Neyra did not suggest any change, and asked for the pad and
the two documents, and, with the help of a son of Trinidad, placed her
thumbmark at the foot of each one of the two documents, in duplicate, on her
bed in the sala, in the presence of attesting witnesses, Dr. Moises B. Abad, Dr.
Eladio R. Aldecoa and Atty. Alejandro M. Panis, after which said witnesses
signed at the foot of the will, in the presence of Encarnacion Neyra, and of
each other. The agreement was also signed by Trinidad Neyra, as party, and
by Dr. M. B. Abad and Eustaquio Mendoza, a protege, as witnesses.
Father Teodoro Garcia was also present at the signing of the two documents,
at the request of Encarnacion Neyra.
The foregoing facts have been established by the witnesses presented by
Trinidad Neyra, who are all trustworthy men, and who had absolutely no
interest in the final outcome of this case. Two of them are ministers of the
Gospel, while three of the attesting witnesses are professional men of
irreproachable character, who had known and seen and actually talked to the
testatrix.
Petitioner Teodora Neyra, half sister of Encarnacion, and her young daughter
Ceferina de la Cruz, and Presentacion Blanco, daughter of petitioner Maria
Jacobo Vda. de Blanco, substantially corroborated the testimony of the
witnesses presented by Trinidad Neyra, with reference to the signing of
documents, in the bedroom of Encarnacion Neyra, in the afternoon of
November 3, 1942.
Teodora Neyra, Presentacion Blanco and Ceferina de la Cruz testified,
however, that when the thumbmark of Encarnacion Neyra was affixed to the
agreement in question, dated November 3, 1942, she was sleeping on her
bed in the sala; and that the attesting witnesses were not present, as they
were in the caida.
But Ceferina de la Cruz also stated that the attesting witnesses signed the
documents thumbmarked by Encarnacion Neyra, in the sala near her bed,
thus contradicting herself and Teodora Neyra and Presentacion Blanco.
Strange to say, Teodora Neyra, Presentacion Blanco and Ceferina de la Cruz
also testified that Encarnacion Neyra's, thumbmark was affixed to the will, only
in the morning of November 4, 1942, by Trinidad Neyra and one Ildefonso del
Barrio, when Encarnacion was already dead.
The testimony of Dr. Dionisio Parulan, alleged medical expert, as to the nature
of effects of Addison's disease, is absolutely unreliable. He had never seen or
talked to the testatrix Encarnacion Neyra.
According to medical authorities, persons suffering from Addison's disease
often live as long as ten (10) years, while others die after a few weeks only,
and that as the disease progresses, asthenia sets in, and from 80 per cent to
90 per cent of the patients develop tuberculosis, and complications of the
heart also appear. (Cecil, Textbook of Medicine, 3d ed., 1935, pp. 1250-1253;
McCrae, Osler's Modern Medicine, 3d ed., Vol. V, pp. 272-279.)
And it has been conclusively shown that Encarnacion Neyra died on
November 4, 1942, due to a heart attack, at the age of 48, after an illness of
about two (2) years.
In connection with mental capacity, in several cases, this court has considered
the testimony of witnesses, who had known and talked to the testators, more
trustworthy than the testimony of the alleged medical experts.
Insomnia, in spite of the testimony of two doctors, who testified for the
opponents to the probate of a will, to the effect that it tended to destroy mental
capacity, was held not to effect the full possession of mental faculties deemed
necessary and sufficient for its execution. (Caguioa vs. Calderon, 20 Phil.,
400.) The testatrix was held to have been compos mentis, in spite of the
physician's testimony to the contrary, to the effect that she was very weak,
being in the third or last stage of tuberculosis. (Yap Tua vs. Yap Ca Kuan and
Yap Ca Llu, 27 Phil., 579.) The testimony of the attending physician that the
deceased was suffering from diabetes and had been in a comatose condition
for several days, prior to his death, was held not sufficient to establish
testamentary incapacity, in view of the positive statement of several credible
witnesses that he was conscious and able to understand what was said to him
and to communicate his desires. (Samson vs. Corrales Tan Quintin, 44 Phil.,
573.) Where the mind of the testator is in perfectly sound condition, neither old
age, nor ill health, nor the fact that somebody had to guide his hand in order
that he might sign, is sufficient to invalidate his will (Amata and Almojuela vs.
Tablizo, 48 Phil., 485.)
Where it appears that a few hours and also a few days after the execution of
the will, the testator intelligently and intelligibly conversed with other persons,
although lying down and unable to move or stand up unassisted, but could still
effect the sale of property belonging to him, these circumstances show that
the testator was in a perfectly sound mental condition at the time of the
execution of the will. (Amata and Almojuela vs. Tablizo, 48 Phil., 485.)
Presentacion Blanco, in the course of her cross-examination, frankly admitted
that, in the morning and also at about 6 o'clock in he afternoon of November
3, 1942, Encarnacion Neyra talked to her that they understood each other
clearly, thus showing that the testatrix was really of sound mind, at the time of
signing and execution of the agreement and will in question.
It may, therefore, be reasonably concluded that the mental faculties of persons
suffering from Addison's disease, like the testatrix in this case, remain
unimpaired, partly due to the fact that, on account of the sleep they enjoy, they
necessarily receive the benefit of physical and mental rest. And that like
patients suffering from tuberculosis, insomnia or diabetes, they preserve their
mental faculties until the moments of their death.
Judging by the authorities above cited, the logical conclusion is that
Encarnacion Neyra was of sound mind and possessed the necessary
testamentary and mental capacity, at the time of the execution of the
agreement and will, dated November 3, 1942.
The contention that the attesting witnesses were not present, at the time
Encarnacion Neyra thumbmarked the agreement and will in question, on her
bed, in the sala of the house, as they were allegedly in the caida, is untenable.
It has been fully shown that said witnesses were present, at the time of the
signing and execution of the agreement and will in question, in the sala, where
the testatrix was lying on her bed. The true test is not whether they actually
saw each other at the time of the signing of the documents, but whether they
might have seen each other sign, had they chosen to do so; and the attesting
witnesses actually saw it all in this case. (Jaboneta vs. Gustilo, 5 Phil., 541.)
And the thumbmark placed by the testatrix on the agreement and will in
question is equivalent to her signature. (Yap Tua vs. Yap Ca Kuan and Yap Ca
Llu, 27 Phil., 579.)
Teodora Neyra and her principal witnesses are all interested parties, as they
are children of legatees named in the will, dated September 14, 1939, but
eliminated from the will, dated November 3, 1942.
Furthermore, the testimony of Teodora Neyra and her witnesses, to the effect
that there could have been no reconciliation between the two sisters, and that
the thumbmark of Encarnacion Neyra was affixed to the documents
embodying the agreement, while she was sleeping, on November 3, 1942, in
their presence; and that her thumbmark was affixed to the will in question,
when she was already dead, in the morning of November 4, 1942, within their
view, is absolutely devoid of any semblance of truth. Said testimony is
contrary to common sense. It violates all sense of proportion. Teodora Neyra
and her witnesses could not have told the truth; they have testified to
deliberate falsefoods; and they are, therefore, absolutely unworthy of belief.
And to the evidence of the petitioners is completely applicable the legal
aphorism falsus in uno, falsus in omnibus. (Gonzales vs. Mauricio, 53 Phil.,
728, 735.)
To show the alleged improbability of reconciliation, and the execution of the
two documents, dated November 3, 1942, petitioners have erroneously placed
great emphasis on the fact that, up to October 31, 1942, the two sisters
Encarnacion and Trinidad Neyra were bitter enemies. They were banking
evidently on the common belief that the hatred of relatives is the most violent.
Terrible indeed are the feuds of relatives and difficult the reconciliation; and
yet not impossible. They had forgotten that Encarnacion Neyra was a religious
woman instructed in the ancient virtues of the Christian faith, and hope and
charity, and that to forgive is a divine attribute. They had also forgotten that
there could be no more sublime love than that embalmed in tears, as in the
case of a reconciliation.
It was most natural that there should have been reconciliation between the
two sisters, Encarnacion and Trinidad Neyra, as the latter is the nearest
relative of the former, her only sister of the whole blood. The approach of
imminent death must have evoked in her the tenderest recollections of family
life. And believing perhaps that her little triumphs had not always brought her
happiness, and that she had always been just to her sister, who had been
demanding insistently what was her due, Encarnacion finally decided upon
reconciliation, as she did not want to go to her eternal rest, with hatred in her
heart or wrath upon her head. It was, therefore, most logical that Encarnacion
should make Trinidad the benificiary of her generosity, under her last will and
testament, and end all her troubles with her, by executing said agreement,
and thus depart in perfect peace from the scenes of her earthly labors.
It having been shown that the said compromise or agreement had been
legally signed and executed by Encarnacion Neyra on November 3, 1942, in
the presence of credible and trustworthy witnesses, and that she was compos
mentis and possessed the necessary testamentary and mental capacity of the
time; the petition for the reconsideration filed by Atty. Lucio Javillonar, on
November 23, 1942, on behalf of a client, Encarnacion Neyra, who had been
dead since November 4, 1942, and some of her relatives, who have
appeared, in accordance with the provisions of section 17 of Rule 3 of the
Rules of Court, is hereby denied; and the decision of the Court of Appeals for
Manila, dated November 10, 1942, dismissing the appeal, is hereby reaffirmed, without costs. So ordered.
Ozaeta, Perfecto, Hilado, and Bengzon, JJ., concur.
C.A. No. 4
On December 19, 1942, Teodora Neyra, Pilar de Guzman, and Maria Jacobo
Vda. de Blanco, who had not been named as beneficiaries in said will, filed on
opposition to the probate of the said will dated November 3, 1942, alleging (1)
that at the time of the alleged execution of the said will, the testatrix
Encarnacion Neyra no longer possessed testamentary capacity; (2) that her
thumb marks on said instrument had been procured by means of fraud by
petitioner Trinidad Neyra, and that Encarnacion Neyra never intended to
consider said document as will; (3) that the alleged will, dated November 3,
1942, had not been executed in the manner and form prescribed by law;
and(4) that Encarnacion Neyra, since September 14, 1939, had executed a
will, naming as beneficiaries said oppositors and others, and that said will had
never been revoked or amended in any manner whatsoever.
On December 26, 1942, petitioner Trinidad Neyra filed a reply denying the
allegations in the opposition.
Subsequently, said oppositors filed a counter petition, asking for the probate of
the first will executed by Encarnacion Neyra, on September 14, 1939, marked
as Exhibit 16. On March 16, 1943, the legatees Trinidad Neyra and Eustaquio
Mendoza filed their opposition to the probate on said will marked as Exhibit
16, and amended said opposition, on September 15, 1943, to which Teodora
Neyra and the others filed a reply, on September 20, 1943.
On the dates set for the hearing on the petition filed by Trinidad Neyra, and
the counter petition mentioned above, said petitioner as well as the
oppositors, presented evidence, testimonial and documentary. The witnesses
presented by the petitioner Trinidad Neyra were Mons. Vicente Fernandez,
Rev. Fr. Teodoro Garcia, Sor. Andrea Montejo, Dr. Moises B. Abad, Dr. Eladio
A. Aldecoa, Atty. Ricardo Sikat, petitioner Trinidad Neyra herself, and Atty.
Alejandro M. Panis, who had acted as scrivener in the preparation of said will
dated November 3, 1942.
Teodora Neyra and the other oppositors also presented several witnesses, the
principal among whom were Presentacion Blanco, Caferina de la Cruz, Acislo
Manuel, Dr. Dionisio Parulan, an alleged medical expert, and the oppositors
Teodora Neyra and Pilar de Guzman themselves.
After considering the evidence, the lower court rendered a decree admitting to
probate the will dated November 3, 1942; at the same time denying the
probate of the will dated September 14, 1939.
From said decision Teodora Neyra and the other oppositors appealed to the
Court of Appeals for the City of Manila, assigning several errors, which may
be reduced to the following, to wit, that the trial court erred (1) in finding that
Encarnacion Neyra wanted to make a new will; (2) in declaring that there was
reconciliation between Encarnacion Neyra and her sister Trinidad; (3) in
accepting as satisfactory the evidence submitted by the petitioner; (4) in
ignoring the evidence submitted by the oppositors; and (5) in not admitting to
probate the will dated September 14, 1939.
The evidence, testimonial and documentary, adduced during the trial of the
case in the court below, has satisfactorily and sufficiently established the
following facts:
That Severo Neyra died intestate in the City of Manila, on May 6, 1938,
leaving certain properties and two children, by his first marriage, named
Encarnacion Neyra and Trinidad Neyra, and several other relatives; that after
the death of Severo Neyra, the two sisters, Encarnacion Neyra and Trinidad
Neyra, had serious quarrels, in connection with the properties left by their
deceased father, and so serious were their dissensions that, after March 31,
1939, they had two litigations in the Court of First Instance of Manila,
concerning said properties (Exhibits 8 and 9): In the first case, filed on March
31, 1939, Trinidad Neyra and others demanded from Encarnacion Neyra et al.
the annulment of the sale of the property located at No. 366 Raon Street,
Manila, and it was finally decided in favor of the defendants in the Court of
First Instance and in the Court of Appeals, on December 21, 1943 (G.R. No.
8162, Exhibit 9).
In the second case, filed on October 25, 1939, Trinidad Neyra demanded from
Encarnacion Neyra, one-half () of the property described therein, and onehalf () of the rents, and the Court of First Instance decided in favor of the
plaintiff, but at the same time awarded in favor of the defendant P727.77,
under her counterclaim; and Trinidad Neyra again elevated the case to the
Court of Appeals for Manila (G.R. No. 8075) Exhibit 8, which was decided,
pursuant to the document of compromise marked as Exhibit D; and the
petition for reconsideration filed therein still remains undecided.
That Encarnacion Neyra, who had remained single, and who had no longer
any ascendants, executed a will on September 14, 1939, marked Exhibit 16,
disposing of her properties in favor of the "Congregacion de Religiosas de la
Virgen Maria" and her other relatives named Teodora Neyra, Pilar de Guzman
and Maria Jacobo Vda. de Blanco, making no provision whatsoever in said
will in favor of her only sister Trinidad Neyra, who had become her bitter
enemy; that when the said will was brought to the attention of the authorities
of said Congregation, after due deliberation and consideration, said religious
organization declined the bounty offered by Encarnacion Neyra, and said
decision of the Congregation was duly communicated to her; that in order to
overcome the difficulties encountered by said religious organization in not
accepting the generosity of Encarnacion Neyra, the latter decided to make a
new will, and for that purpose, about one week before her death, sent for one
Ricardo Sikat, an attorney working in the Law Offices of Messrs. Feria and
LaO, and gave him instructions for the preparation of a new will; that Attorney
Sikat, instead of preparing a new will, in accordance with the express
instructions given by Encarnacion Neyra, merely prepared a draft in the form
of a codicil, marked as Exhibit M, amending said will, dated September 14,
for the City of Manila, concerning a certain house and lot, on the
understanding that said property should be given exclusively to Trinidad, and
that the latter should renounce her claim against Encarnacion, for her share in
the rents collected on said property, and, at the same time, Encarnacion
renounced her claim for P727.77 against Trinidad; and that it was also agreed
between the two sisters that Atty. Alejandro M. Panis should be called to
prepare the necessary papers for the settlement of said case. Presentacion
Blanco, a witness for the oppositors, also testified substantially to the
foregoing facts.
By the testimony of Trinidad Neyra and Atty. Alejandro M. Panis, and the other
attesting witnesses, it has also been shown that Atty. Alejandro M. Panis came
in the afternoon of the following day, November 2, 1942, and received
instructions from Encarnacion Neyra, not only for the preparation of said
agreement, but also for the preparation of a new will, and consequently
Attorney Panis prepared said document of compromise and the will, dated
November 3, 1942, which were both thumb marked, in duplicate, in the
afternoon of that day, by Encarnacion Neyra, who was then of sound mind, as
shown by her appearance and conversation, aided by a son of Trinidad Neyra,
on her bed in the sala, in the presence of the attesting witnesses, Dr. Moises
B. Abad, Dr. Eladio R. Aldecoa, and Atty. Alejandro M. Panis, who signed in
the presence of the testatrix and of each other.
question, dated November 3, 1942, she was sleeping on her bed in the sala;
and that the attesting witnesses were not present, as they were in the caida.
But Ceferina de la Cruz, witness for the oppositors, also stated that the
attesting witnesses signed the documents thumb marked by Encarnacion
Neyra, in the sala near her bed, thus contradicting herself and Teodora Neyra
and Presentacion Blanco.
Strange to say, Teodora Neyra, Presentacion Blanco and Ceferina de la Cruz
also testified that Encarnacion Neyra's thumb mark was affixed to the will, only
in the morning of November 4, 1942, by Trinidad Neyra and Ildefonso del
Barrio, when Encarnacion was already dead.
The testimony of Dr. Dionisio Parulan, alleged medical expert, as to the nature
and effects of Addison's disease, is absolutely unreliable. He had never seen
or talked to the testatrix Encarnacion Neyra.
Father Teodoro Garcia was also present at the signing of the will, at the
request of Encarnacion Neyra, and so was Trinidad Neyra.
And it has been conclusively shown in this case that the testatrix Encarnacion
Neyra, at the age of 48, died on November 4, 1942, due to a heart attack,
after an illness of about two (2) years.
Insomnia, in spite of the testimony of two doctors who testified for the
opponents to the probate of a will, who stated that it tended to destroy mental
capacity, was held not to affect the full possession of the mental faculties
deemed necessary and sufficient for its execution. (Caguioa vs. Calderon, 20
Phil., 400.) The testatrix was held to have been compos mentis, in spite of the
physician's testimony to the contrary, to the effect that she was very weak,
being in the third or last stage of tuberculosis. (Yap Tua vs. Yap Ca Kuan and
Yap Ca Llu, 27 Phil., 579.) The testimony testimony of the attending physician
that the deceased was suffering from diabetes and had been in a comatose
for several days, prior to his death, was held not sufficient to establish
testamentary incapacity, in view of the positive statement of several credible
witnesses that he was conscious and able to understand what said to him and
to communicate his desires. (Samson vs. Corrales Tan Quintin, 44 Phil., 573.)
Where the mind of the testator is in perfectly sound condition, neither old age,
nor ill health, nor the fact that somebody had to guide his hand in order that he
might sign, is sufficient to invalidate his will. (Amata and Almojuela vs. Tablizo,
48 Phil., 485.)
Where it appears that a few hours and also a few days after the execution of
the will, the testator intelligently and intelligibly conversed with other persons,
although lying down and unable to move or stand up unassisted, but could still
effect the sale of property belonging to him, these circumstances show that
the testator was in a perfectly sound mental condition at the time of executing
the will. (Amata and Almojuela vs. Tablizo, 48 Phil., 485.)
Presentacion Blanco, in the course of her cross-examination, frankly admitted
that, in the morning and also at about 6 o'clock in the afternoon of November
3, 1942, Encarnacion Neyra talked to her and that they understood each other
clearly, thus showing that the testatrix was really of sound mind, at the time of
the signing and execution of the agreement and will in question.
Furthermore, the testimony of the oppositors and their witnesses, to the effect
that there could have been no reconciliation between the two sisters, and that
the thumb mark of Encarnacion Neyra was affixed to the document
embodying the agreement, while she was sleeping, on November 3, 1942, in
their presence; and that her thumb mark was affixed to the will in question,
when she was already dead, in the morning of November 4, 1942, within their
view is preposterous, to say the least. Said testimony is contrary to common
sense. It violates all sense of proportion. The oppositors and their witnesses
could not have told the truth; they have testified to brazen falsehoods; and
they are, therefore, absolutely unworthy of belief. And to the evidence of the
oppositors is completely applicable the rule falsus in uno, falsus in omnibus.
(Gonzales vs. Mauricio, 53 Phil., 728, 735.)
Judging by the authorities above cited, the conclusion made the trial court that
the testatrix Encarnacion Neyra was of sound mind and possessed
In the brief presented by counsel for the oppositors and the appellants, to
show the alleged improbability of the reconciliation of the two sisters and the
execution of the will, dated November 3, 1942, they have erroneously placed
great reliance on the facts that, up to October 31, 1942, the two sisters
Encarnacion and Trinidad Neyra were bitter enemies. They were banking
evidently on the common belief that the hatred of relatives is the most violent.
Dreadful indeed are the feuds of relatives, and difficult the reconciliation. But
they had forgotten the fact that Encarnacion Neyra was a religious and pious
woman instructed in the ancient virtues of Christian faith and hope and charity,
and that it was godly to forgive and better still to forget.
It was most natural that there should have been reconciliation between the
two sisters, Encarnacion and Trinidad Neyra, as the latter is the nearest
relative of the former, her only sister of the whole blood. The approach of
imminent death must have evoked in her the tenderest recollections of
childhood. And believing perhaps that her little triumphs had not always been
fair to her sister who in fact, had had successively instituted two suits against
her, to recover what was her due, and for which Encarnacion believed she
must atone, she finally decided upon reconciliation, so that she might depart
in peace.
The record shows that, of the two, Encarnacion lived in greater opulence, and
that Trinidad had been demanding tenaciously her share; and as a Christian
woman, Encarnacion must have known that no one has any right to enrich
himself unjustly, at the expense of another. And it was, therefore, natural that
Encarnacion should desire reconciliation with her sister Trinidad, and provide
for her in her last will and testament.
As for Eustaquio Mendoza, who, according to the evidence, had served
Encarnacion Neyra for so many years and so well, it was also natural that she
should make some provision for him, as gratitude is the noblest sentiment that
springs from the human heart.
The conduct of Encarnacion Neyra, in making altogether a new will, with new
beneficiaries named therein, including principally her bitterest enemy of late,
which is completely incompatible with the will, dated September 14, 1939,
may really seem strange and unusual; but, as it has been truly said, above the
logic of the head is the feeling in the heart, and the heart has reasons of its
own which the head cannot always understand, as in the case of intuitive
knowledge of eternal verity.
the
filing
of
these
two
On November 25, 1949, Don Jesus Alsua and his wife, Do;a
Florentina Rella, both of Ligao, Albay, together with all their living
children, Francisca Alsua-Betts, Pablo Alsua, Fernando Alsua thru this
judicial guardian Clotilde Samson, and Amparo Alsua de Buenviaje,
entered into a duly notarized agreement, Escritura de Particion
Extrajudicial (Exhibit 8), over the then present and existing
properties of the spouses Don Jesus and Do;a Florentina
enumerated in a prepared inventory, Exhibit 8-A, the essential
features of which are stated in private respondents' Brief, pp. 26-29,
to wit: t.hqw
GUERRERO, J.:
parcels of land with a total land area of 5,630,715 sq. meters, with a
book or appraised value of P58,830.00. t.hqw
(a) Each and every one of the heirs named above acknowledge and
admit that the totality of the properties allotted and adjudicated to
the heirs as described in the preceding paragraph, constitute one
half of the properties described in Annex "A", including any amount
of cash deposited.
(b) That all the heirs acknowledge and admit that all the properties
assigned to them as their hereditary portion represent one-half not
only of the conjugal properties but includes the paraphernal
properties waiving now and forever any complaint or claim they
have or they may have concerning the amount, value, extension
and location of the properties that are allotted to each and
everyone. They also waive any claim they have or they may have
over the remaining portion of the properties, which spouses
reserved for themselves.
(c) That in case of death of one of the spouses, each and everyone
of the heirs acknowledge that the properties which are left in the
possession of the surviving spouse, including any amount in cash,
are even less than the one- half that should correspond in absolute
ownership as his legitimate participation in the conjugal properties.
In consequence they waive any claim that they have or may have
over said portion of said properties or any amount in cash during the
lifetime of the surviving spouse, including any right or claim they
have or they may have over the paraphernal properties of Do;a
Tinay in the event the surviving spouse is Don Jesus.
(d) The spouses on their part in case of death of any one of them,
the surviving spouse waives any claim he or she may have over the
properties assigned or adjudicated to the heirs under and by virtue
of this deed. The properties which were reserved for them (the
spouses) should be considered as his or her legitimate participation
in the conjugal properties and the fair compensation of his or her
usufruct on the properties that the surviving spouse reserved for
himself or herself which shag be distributed in equal shares among
the heirs upon his or her death unless said properties of some of
them have been disposed of during the lifetime of the surviving
spouse.
TESTAMENT
(e) Any heir who may dare question the validity and legitimacy of
the provision contained herein shall be under obligation to pay to
the other heirs, in the concept of damages and prejudice, the sum of
P5,000.00 plus attorney's fees.
(f) The provisions of this deed shall bind the successors of the herein
heirs.
On May 21, 1956, the spouses Don Jesus and Do;a Tinay filed
before the Court of First Instance of Albay their respective petitions
for the probate of their respective holographic wins which were
docketed as Special Proceedings No. 484 (Jesus Alsua, Petitioner)
and Special Proceedings No. 485 (Do;a Florentina Ralla de Alsua,
Petitioner).
On August 14, 1956, the spouses Don Jesus and Do;a Tinay
executed their mutual and reciprocal codicils amending and
supplementing their respective holographic wins. Again, the codicils
similarly acknowledged and provided that one-half of all the
properties of the spouses, conjugal and paraphernal, had been
disposed of, conveyed to and partitioned among their legitimate
heirs in the "Escritura de Particion" of November 25, 1949, but that
they reserved for themselves (the spouses Don Jesus and Do;a
Tinay) the other half or those not disposed of to the said legitimate
heirs under the above agreement of partition, and that they
mutually and reciprocally bequeathed unto each other their
participation therein as well as in all properties which might be
acquired subsequently. Each spouse also declared that should she or
CODICIL
And as stated previously, on the same day, August 14, 1956, Don
Jesus executed also a separate but similar codicil in exactly the
same terms and conditions as the above codicil of his wife. Also on
the same day of August 14, 1956, the spouses Don Jesus and Do;a
Tinay both filed their respective supplemental petitions for the
probate of their respective codicils in the probate proceedings
earlier filed. On February 19, 1957, their respective holographic wins
and the codicils thereto were duly admitted to probate.
Upon the death of Do;a Tinay on October 2, 1959, Don Jesus was
named executor to serve without bond in an order issued by the
probate court on October 13, 1959. Letters testamentary having
been issued in favor of Don Jesus, he took his oath of office and
performed his duties as such until July 1, 1960.
After all debts, funeral charges and other expenses of the estate of
Do;a Tinay had been paid, all her heirs including Don Jesus,
submitted to the probate court for approval a deed of partition
executed on December 19, 1959 (Exh. 7-Q) and which essentially
confirmed the provisions of the partition of 1949, the holographic
will and codicil of Do;a Tinay. On July 6, 1960, the court approved
the partition of 1959 and on January 6, 1961 declared the
termination of the proceedings on the estate of Do;a Tinay.
father for the price of P70,000.00 and the other dated November 26,
1962 evidencing the sale of the four urban lots for the sum of
P80,000.00. Claiming fraud in the sales, the oppositors filed Civil
Case No. 3068, seeking the annulment of the aforesaid two deeds of
sale, with damages, which upon agreement of the parties was then
jointly heard and tried with Special Proceedings No. 699 for probate
of the Last Will and Testament of Don Jesus executed on November
14, 1959.
After a joint hearing of the merits of these two cases, the Court of
First Instance of Albay promulgated a decision on January 15, 1973,
the dispositive portion of which states: t.hqw
2. In Civil Case 3068, the Court hereby dismisses the complaint and
holds that the sale on August 26, 1961 (Exh. U) and the sale on
November 26, 1962 (Exh. W), are lawful and valid sales and
accordingly conveyed title to the VENDEE thereof. The Plaintiffs in
Civil Case 3068. are ordered jointly and severally to pay to the
defendant, Francisco Alsua Betts Fifty Thousand Pesos (P50,000.00)
as damages and Fifty Thousand (P50,000.00) Pesos for attorney's
The Supreme Court of New York aptly said in Re Canfield's Will, 300
N.Y.S., 502: t.hqw
Art. 839. The will shall be disallowed in any of the following cases:
'The primary purpose of the proceeding is not to establish the
existence of the right of any living person, but to determine whether
or not the decedent has performed the acts specified by the
pertinent statutes, which are the essential prerequisites to personal
direction of the mode of devolution of his property on death. There
is no legal but merely a moral duty resting upon a proponent to
attempt to validate the wishes of the departed, and he may and
frequently does receive no personal benefit from the performance of
the act.
(1) If the formalities required by law have not been complied with;
Meanwhile, Don Jesus Alsua sent for his lawyer, Don Gregorio
Imperial, Sr. and the latter came accompanied by his son, Atty. Jorge
S, Imperial, who, incidentally, is now a judge of the Court of First
Instance of Naga City, Camarines Sur. Don Jesus informed his
lawyers that he wanted to make a new will, and accordingly gave
more detailed instructions as to how he wanted to divide his
properties among his four children. He handed to them a list and on
the left he indicated the name of the child to whom the listed
properties shall pertain. Atty. Jorge Imperial took notes of the
instructions of Don Jesus Alsua. To Don Jesus, Spanish is his major
language, as in fact his conversations with Don Gregorio are always
in Spanish. A few days before November 14, 1959, Atty. Jorge S.
Imperial showed to Don Jesus the semi-final draft of the will and
after reading it Don Jesus said that it was as directed by him, and
after making a few minor corrections, he instructed Atty. Jorge S.
Imperial to put the win in final form. He further told Atty, Jorge
Imperial that the signing of the will should be at his home in Ligao,
in the morning of November 14, 1959, and that the witnesses should
be Mr. Ramon Balana, the then Register of Deeds of Albay; Mr. Jose
Madarieta who is a friend of the family; and Mr. Jose Gaya who is a
sort of employee of Don Jesus.
(6) If the testator acted by mistake or did not intend that the
instrument he signed should be his will at the time of affixing his
signature thereto.
... and going back to the previous question, whether the questioned
will and testament of November 14, 1959, Exh. A, was executed in
accordance with Arts. 805-809 of the New Civil Code, this Tribunal
from the very beginning accepts the findings of the inferior court
concerning the question, t.hqw
Thus in the morning of November 14, 1959, Don Gregorio and Atty.
Jorge S. Imperial, riding in a sedan, stopped at the Legaspi residence
of Mr. Ramon Balana, and informed the latter that Don Jesus was
requesting him to be one of the attesting witnesses to his will. Mr.
Balana, having a very high regard for Don Jesus, considered it an
honor to be so asked, and gladly went with the Imperials. They
arrived at the residence of Don Jesus at Ligao; Albay, almost ten
o'clock of that morning, and they were ushered in by Mr. Jose Gaya,
On request of Don Jesus, all of them moved to the big round table on
another part of the same sala for convenience in signing because
there were chairs all around this table. The will which consisted of
nine pages, with a duplicate, and triplicate was laid on the round
table and the signing began, with Atty. Jorge S. Imperial assisting
each person signing by indicating the proper place where the
signature shall be written. Don Jesus, as testator, signed first. After
signing the original and the two other sets, the three sets were then
passed to Mr. Ramon Balana who signed as attesting witness. After
Mr. Balana, Mr. Jose Madarieta signed next as another attesting
witness, and when Mr. Madarieta finished signing all the three sets,
the same were passed to Mr. Jose Gaya who also signed as the third
attesting witness. On each of the three sets, Don Jesus signed ten
times, one on the margin of each of the nine pages, and at the
end of the instrument proper. Each of the three attesting witnesses
(Balana, Madarieta and Gaya) signed eleven times on each set,
one on the margin of each of the nine pages, one at the end of the
instrument proper and one below the attestation clause. The original
will was marked as Exh. A (or set A); the duplicate as Exh. K (or set
K) and the triplicate of Don Jesus, Mr. Balana, Mr. Madarieta, and Mr.
Gaya were Identified by Mr. Balana, Mr. Madarieta and Atty. (now
Judge) imperial. It was also clearly established that when Don Jesus
signed the will Mr. Balana, Mr. Madarieta, and Mr. Gaya were present
and witnessed said signing, and that when each of these three
witnesses was signing, Don Jesus and the two other attesting
witnesses were present and Witnessing said Signing. The signing by
the testator and the attesting witnesses having been completed,
Atty. Jorge S. Imperial as Notary Public with commission for the
entire province of Albay, notarized the wilt and sealed it with his
notarial seat which seal he brought along that morning. After all the
three sets were notarized, they were all given back to Don Jesus who
placed them inside the same folder. At that moment, it was already
about 12:30 P.M. and Don Jesus invited all of them to lunch, which
invitation was gladly accepted by all of then-L (pp. 474-480, Joint
Record on Appeal in CA-G.R. No. 54492-R)
This cited portion of the appealed decision accepts as a fact that the
findings of the lower court declaring the contested will as having
been executed with all the formal requirements of a valid will, are
supported by the evidence. This finding is conclusive upon this
Tribunal and We cannot alter, review or revise the same. Hence,
there is no further need for Us to dwell on the matter as both the
lower court and the respondent appellate court have declared that
these are the facts and such facts are fully borne and supported by
the records. We find no error in the conclusion arrived at that the
contested will was duly executed in accordance with law. We rule
that the questioned last will and testament of Don Jesus Alsua fully
complied with the formal requirements of the law.
Art. 1271. All things, even future ones, which are not excluded from
the commerce of man, may be the subject-matter of contracts.
All services not contrary to law or to good morals may also be the
subject- matter of contract.
Article 1056 specifically uses the word "testator" from which the
clear intent of the law may be deduced that the privilege of
partitioning one's estate by acts inter vivos is restricted only to one
who has made a prior will or testament. In other words, Article 1056
being an exception cannot be given a wider scope as to include in
the exception any person whether he has made a will or not.
Respondent court citing the same Article concluded that under both
the old and new Civil Code, a person who executes a will is
permitted at the same time or a little thereafter or even before as
long as he mentions this fact in the will, to partition his properties
pursuant to the provisions of Article 1056 of the old Civil Code. The
court further added that jurisprudence is to the effect that the
partition presupposes the execution of the will that it ratifies or
effectuates, citing the case of Legasto vs. Verzosa, 54 Phil. 776.
Finally, respondent court held the opinion that the extrajudicial
partition of November 14, 1949 was ratified in the holographic will
executed by Don Jesus on Jan. 5, 1955 and in the codicil of August
14, 1956.
It is thus seen that both the Spanish Supreme Court and the learned
and authoritative commentator, Manresa, are of opinion that a
testator may, by an act inter vivos, partition his property, but he
must first make a will with all the formalities provided for by law.
And it could not be otherwise, for without a will there can be no
testator; when the law, therefore, speaks of the partition inter vivos
made by a testator of his property, it necessarily refers to that
property which he has devised to his heirs. A person who disposes of
his property gratis inter vivos is not called a testator, but a donor. In
employing the word "testator," the law evidently desired to
distinguish between one who freely donates his property in life and
one who disposes of it by will to take effect after his death.
Upon the death of Do;a Tinay on October 2, 1959, her share in the
free portion was distributed in accordance with her holographic will
dated January 25, 1955 and her codicil dated August 14, 1956. It
must be stressed here that the distribution of her properties was
subject to her holographic win and codicil, independently of the
holographic will and codicil of Don Jesus executed by him on the
same date. This is fundamental because otherwise, to consider both
wills and codicils jointly would be to circumvent the prohibition of
the Civil Code on joint wills (Art. 818) and secondly because upon
the death of Do;a Tinay, only her estate was being settled, and not
that of Don Jesus.
Considering now the efficacy of Don Jesus' last will and testament
executed on November 14, 1959 in view of Our holding that Do;a
Tinay's wig and codicil did not stipulate that Don Jesus will bestow
the properties equally to the children, it follows that all the
properties of Do;a Tinay bequeathed to Don Jesus under her
holographic win and codicil became part of Don Jesus' estate
unburdened by any condition obligation or proviso.
After clearly establishing that only Don Jesus was named as sole heir
instituted to the remaining estate of Do;a Tinay in her holographic
will and codicil resulting in all such properties becoming the
properties of Don Jesus alone, and after clearly pointing out that Don
Jesus can, in law, revoke his previous holographic will and codicil, by
making another win expressly cancelling and revoking the former,
the next issue for the Court's resolution is the validity of the
provisions of the contested will. Though the law and jurisprudence
are clear that only questions about the extrinsic validity of the will
may be entertained by the probate court, the Court had, on more
than one occasion, passed upon the intrinsic validity of a will even
before it had been authenticated. Thus We declared in Nuguid v.
Nuguid, 17 SCRA 499: t.hqw
The parties shunted aside the question of whether or not the will
should be allowed to probate. For them, the meat of the case is the
intrinsic validity of the wilt Normally this comes only after the court
has declared that the will has been duly authenticated. ...
... If the case were to be remanded for probate of the wilt nothing
will be gained. On the contrary, this litigation win be protracted and
for ought that appears in the record, in the event of probate or if the
court rejects the will probability exists that the case win come up
once again before us on the issue of the intrinsic validity or nullity of
the wilt Result: waste of time, effort, expense, plus added anxiety.
These are the practical considerations that induce us to a behalf
that we might as well meet head-on the time of the validity of the
provisions of the will in question. ...
The last Will and Testament of Don Jesus executed on November 14,
1959 contained an express revocation of his holographic wig of
January 5, 1955 and the codicil of August 14, 1956; a statement
requiring that all of his properties donated to his children in the
Deed of 1949 be collated and taken into account in the partition of
his estate; the institution of all his children as devisees and legatees
to certain specific properties; a statement bequeathing the rest of
his properties and all that may be acquired in the future, before his
death, to Pablo and Francesca; and a statement naming Francesca
as executrix without bond.
The Civil Code itself provides under Article 798 that in order to make
a will, it is essential that the testator be of sound mind at the time of
its execution, and under Article 800, the law presumes that every
person is of sound mind in the absence of proof to the contrary. In
the case at bar, the acceptance by the respondent court of the
findings of fact of the trial court on the due execution of the last win
and testament of Don Jesus has foreclosed any and all claim to the
contrary that the will was not executed in accordance with the
requirements of the law. But more than that, gleaned from the
quoted portions of the appealed decision, the described behavior of
Don Jesus is not that of a mentally incapacitated person nor one
suffering from "senile dementia" as claimed by private respondents.
From these accepted facts, We find that: (a) it was Don Jesus himself
who gave detailed instructions to his lawyer as to how he wanted to
divide his properties among his children by means of a list of his
properties should pertain; (b) the semi-final draft of the contested
will prepared by his lawyer w-as even corrected by Don Jesus; (c) on
the day of the signing of the will at his house in Ligao, "Don Jesus
was in bright and lively spirits ..., leading in the conversation which
ran from problems of farming and the merits of French-made wines";
(d) the signing of the will by Don Jesus and his attesting witnesses
was made after a statement from Don Jesus of the purpose of their
meeting or gathering, to wit: t.hqw
Clearly then, Don Jesus knew exactly what his actions were and the
fun implications thereof.
Now, the annulment case. The only issue raised anent the civil case
for annulment of the two Deeds of Sale executed by and between
Don Jesus and petitioner Francisco is their validity or nullity. Private
respondents mainly contend that the sales were fictitious or
simulated, there having been no actual consideration paid. They
further insist that the issue raised is a question of fact and,
therefore, not reviewable in a certiorari proceeding before the
Supreme Court. On the other hand, petitioners herein maintain that
it was error for the respondent court to set aside on appeal the
factual findings of the trial court that the two sales were valid.
5. When the findings of fact are conflicting (Casica vs. Villaseca, L9590, April 30, 1957); and
again, his signatures thereon were not assailed. (7) Exhibit "A" (in
the annulment case), a Bureau of Internal Revenue Receipt (No.
2347260) dated November 29, 1962 with a notation acknowledging
the receipt of BPI Check No. D-6980 in the amount of P47,355.29
from Don Jesus Alsua in payment of Balance of Transfer of Tax Ass.
No. EA-35415-19 plus interest. We are convinced and satisfied from
this array of documentary evidence that in fact, Don Jesus sold the
subject properties to his daughter, Francisca for the total
consideration of P150,000.00.
The claim of the private respondents that the sales were fictitious
and void for being without cause or consideration is as weak and
flimsy as the ground upon which the respondent court upheld said
claim on the basis that there was no need for funds in Don Jesus' old
age aside from the speculation that there was nothing in the
evidence that showed what motivated Don Jesus to change his mind
as to favor Francesca and discriminate against the other children.
The two contracts of same executed by Don Jesus in favor of
Francesca are evidenced by Exhibits "U" and "W", the genuineness
of which were not at all assailed at any time during this long drawnout litigation of 15 years standing. That the consideration stated in
the contracts were paid is also sufficiently proved as the receipts
thereof by Don Jesus were even signed by one of the private
respondents, Pablo Alsua, as a witness. The latter cannot now deny
the payment of the consideration And even of he now allege that in
fact no transfer of money was involved, We find his allegation belied
by Exhibits "X-3 " and "X-5 ", which show that the checks of
Francisco made payable to Don Jesus. were in fact given to Don
Jesus as he endorsed them on the back thereof, and most
specifically Exhibit "A" in the annulment case, which proved that
Don Jesus actually used Exhibit "XI " to complete payment on the
estate and inheritance tax on the estate of his wife to the Bureau of
Internal Revenue.
SO ORDERED.
Teehankee
(Chairman),
concur.1wph1.t
Makasiar
and
Fernandez,
JJ.,
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