You are on page 1of 12

Testate Estate of Joseph G. Brimo, JUAN MICIANO, administrator vs.

and those contrary to law or good morals shall be considered as not


ANDRE BRIMO 50 PHIL 867 imposed and shall not prejudice the heir or legatee in any manner
whatsoever, even should the testator otherwise provide”.
FACTS: Moreover, the said condition is contrary to law because it expressly
The judicial administrator of this estate filed a scheme of partition. Andre ignores the testator's national law when, according to article 10 of the civil
Brimo, one of the brothers of the deceased, opposed it. The court, Code above quoted, such national law of the testator is the one to govern
however, approved it. his testamentary dispositions.
The appellant's opposition is based on the fact that the partition in question Therefore, the condition, in the light of the legal provisions above cited, is
puts into effect the provisions of Joseph G. Brimo's will which are not in considered unwritten, and the institution of legatees in said will is
accordance with the laws of his Turkish nationality, for which reason they unconditional and consequently valid and effective even as to the herein
are void as being in violation or article 10 of the Civil Code. oppositor.
But the fact is that the oppositor did not prove that said testamentary The second clause of the will regarding the law which shall govern it, and to
dispositions are not in accordance with the Turkish laws, inasmuch as he the condition imposed upon the legatees, is null and void, being contrary to
did not present any evidence showing what the Turkish laws are on the law.
matter, and in the absence of evidence on such laws, they are presumed to Therefore, the orders appealed from are modified and it is directed that the
be the same as those of the Philippines. distribution of this estate be made in such a manner as to include the
There is, therefore, no evidence in the record that the national law of the herein appellant Andre Brimo as one of the legatees.
testator Joseph G. Brimo was violated in the testamentary dispositions in
question which, not being contrary to our laws in force, must be complied
with and executed. lawphil.net BELLIS vs BELLIS 20 SCRA 358
As to the exclusion of the herein appellant as a legatee, inasmuch as he is
one of the persons designated as such in will, it must be taken into FACTS:
consideration that such exclusion is based on the last part of the second Amos G. Bellis, born in Texas, was "a citizen of the State of Texas and of
clause of the will, which says:” that although by law, I am a Turkish citizen, the United States." By his first wife, Mary E. Mallen, whom he divorced, he
this citizenship having been conferred upon me by conquest and not by had five legitimate children: Edward, George, (who pre-deceased him in
free choice, nor by nationality and, on the other hand, having resided for a infancy), Henry, Alexander and Anna Bellis Allsman; by his second wife,
considerable length of time in the Philippine Islands where I succeeded in Violet Kennedy, who survived him, he had three legitimate children: Edwin,
acquiring all of the property that I now possess, it is my wish that the Walter and Dorothy and finally, he had three illegitimate children: Amos
distribution of my property and everything in connection with this, my will, Bellis, Jr., Maria Cristina Bellis and Miriam Palma Bellis.
be made and disposed of in accordance with the laws in force in the Amos G. Bellis executed a will in the Philippines, in which he directed that
Philippine islands, requesting all of my relatives to respect this wish, after all taxes, obligations, and expenses of administration are paid for, his
otherwise, I annul and cancel beforehand whatever disposition found in this distributable estate should be divided, in trust, in the following order and
will favorable to the person or persons who fail to comply with this request.” manner: (a) $240,000.00 to his first wife, Mary E. Mallen; (b) P120,000.00
The institution of legatees in this will is conditional, and the condition is that to his three illegitimate children, Amos Bellis, Jr., Maria Cristina Bellis,
the instituted legatees must respect the testator's will to distribute his Miriam Palma Bellis, or P40,000.00 each and (c) after the foregoing two
property, not in accordance with the laws of his nationality, but in items have been satisfied, the remainder shall go to his seven surviving
accordance with the laws of the Philippines. children by his first and second wives in equal shares. 1äwphï1.ñët
Subsequently, died a resident of San Antonio, Texas, U.S.A. His will was
ISSUE: admitted to probate in the Court of First Instance
Whether or not the condition imposed by the decedent in his will is void The People's Bank and Trust Company, as executor of the will, paid all the
being contrary to law. bequests therein including the amount of $240,000.00 in the form of shares
of stock to Mary E. Mallen and to the three (3) illegitimate children, Amos
HELD: Bellis, Jr., Maria Cristina Bellis and Miriam Palma Bellis, and pursuant to
The Supreme Court held that the said condition is void, being contrary to the "Twelfth" clause of the testator's Last Will and Testament — divided the
law, for article 792 of the Civil Code provides that “Impossible conditions residuary estate into seven equal portions for the benefit of the testator's
seven legitimate children by his first and second marriages. applied to the testacy of Amos G. Bellis.
Maria Cristina Bellis and Miriam Palma Bellis filed their respective Wherefore, the order of the probate court is hereby affirmed in toto.
oppositions to the project of partition on the ground that they were deprived
of their legitimes as illegitimate children and, therefore, compulsory heirs of
the deceased. Bugnao v. Ubag 14 PHIL 163
The lower court, issued an order overruling the oppositions and approving
the executor's final account, report and administration and project of FACTS:
partition. Relying upon Art. 16 of the Civil Code, it applied the national law The last will and testament of Domingo Ubag was admitted for probate. It
of the decedent, which in this case is Texas law, which did not provide for was signed by him in the presence of three subscribing and attesting
legitimes. witnesses and appears upon its face to have been duly executed in
accordance with the provisions of the Code of Civil Procedure on the
Issue: WON the national law of Amos Bellis should apply in the said making of wills. The instrument was propounded by his widow Catalina
partition. Bugnao who is the sole beneficiary.
The order admitting the will was appealed by the appellants who are
Held: YES. brothers and sisters of the deceased and would be entitled to share in the
In the present case, it is not disputed that the decedent was both a national distribution of his estate, if probate were denied, as it appears that the
of Texas and a domicile thereof at the time of his death. So that even deceased left no heirs in the direct ascending or descending line. They
assuming Texas has a conflict of law rule providing that the domiciliary contend that Ubag was not of sound mind and memory, and was physically
system (law of the domicile) should govern, the same would not result in a and mentally incapable of making a will.
reference back (renvoi) to Philippine law, but would still refer to Texas law. The appellants pointed out that one of the attesting witnesses stated that
Rather, they argue that their case falls under the circumstances mentioned the decease sat up in bed and signed his name to the will, and that after its
in the third paragraph of Article 17 in relation to Article 16 of the Civil Code. execution food was given him by his wife; while the other testified that he
Article 16, par. 2, and Art. 1039 of the Civil Code, render applicable the was assisted into a sitting position, and was given something to eat before
national law of the decedent, in intestate or testamentary successions, with he signed his name.
regard to four items: (a) the order of succession; (b) the amount of Appellants also contended that the decedent was physically incapacitated
successional rights; (e) the intrinsic validity of the provisions of the will; and to make the will because he was then suffering from an advanced stage of
(d) the capacity to succeed. tuberculosis, such that he was too weak to stand or even sit up unaided,
Appellants would however counter that Art. 17, paragraph three, of the Civil and that he could not speak when he had asthma attacks.
Code, stating that —Prohibitive laws concerning persons, their acts or Of the four witnesses appellant presented who tried to prove that the
property, and those which have for their object public order, public policy attesting witnesses were not present during the signing of the will by the
and good customs shall not be rendered ineffective by laws or judgments decedent, two of the witnesses stand to inherit from the decedent if the will
promulgated, or by determinations or conventions agreed upon in a foreign were denied probate. These two witnesses, on direct cross-examination,
country. later admitted that they were not even in the house of the decedent at the
prevails as the exception to Art. 16, par. 2 of the Civil Code afore-quoted. time of the execution of the will. The attesting witnesses, on the other
This is not correct. It is evident that whatever public policy or good customs hand, testified on the due execution and testamentary capacity of the
may be involved in our System of legitimes, Congress has not intended to decedent.
extend the same to the succession of foreign nationals. For it has Appellants, who are siblings of the decedent, also claimed that the will was
specifically chosen to leave, inter alia, the amount of successional rights, to obtained by fraud considering that they were excluded therefrom.
the decedent's national law. Specific provisions must prevail over general
ones. ISSUE:
The parties admit that the decedent, Amos G. Bellis, was a citizen of the Whether the evidence of the appellants is sufficient to prove that the
State of Texas, U.S.A., and that under the laws of Texas, there are no testator lacked testamentary capacity at the time of the execution of the will
forced heirs or legitimes. Accordingly, since the intrinsic validity of the or that he was induced by fraud in making the same
provision of the will and the amount of successional rights are to be
determined under Texas law, the Philippine law on legitimes cannot be HELD:
That the testator was mentally capable of making the will is in our opinion be no question that, in the absence of proof of very exceptional
fully established by the testimony of the subscribing witnesses who swore circumstances, proof of the existence of all these elements in sufficient to
positively that, at the time of its execution, he was of sound mind and establish the existence of testamentary capacity.
memory. It is true that their testimony discloses the fact that he was at that Testamentary capacity is the capacity to comprehend the nature of the
time extremely ill, in an advanced stage of tuberculosis complicated with transaction which the testator is engaged at the time, to recollect the
severe intermittent attacks of asthma; that he was too sick to rise unaided property to be disposed of and the person who would naturally be
from his bed; that he needed assistance even to rise himself to a sitting supposed to have claims upon the testator, and to comprehend the manner
position; and that during the paroxysms of asthma to which he was subject in which the instrument will distribute his property among the objects of his
he could not speak; but all this evidence of physical weakness in no wise bounty.
establishes his mental incapacity or a lack of testamentary capacity, and The order probating the will affirmed.
indeed the evidence of the subscribing witnesses as to the aid furnished
them by the testator in preparing the will, and his clear recollection of the
boundaries and physical description of the various parcels of land set out JULIANA BAGTAS, plaintiffs-appellee, vs. ISIDRO PAGUIO, ET
therein, taken together with the fact that he was able to give to the person AL., defendants-appellants. 22 PHIL 227
who wrote the will clear and explicit instructions as to his desires touching
the disposition of his property, is strong evidence of his testamentary FACTS:
capacity. The testator,Pioquinto Paguio, for some 14 or 15 years prior to the time of
Counsel for appellant suggests that the fact that the alleged will leaves all his death suffered from a paralysis of the left side of his body; that a few
the property of the testator to his widow, and wholly fails to make any years prior to his death his hearing became impaired and that he lost the
provision for his brothers or sisters, indicates a lack of testamentary power of speech. Owing to the paralysis of certain muscles his head fell to
capacity and undue influence; and because of the inherent improbability one side, and saliva ran from his mouth. He retained the use of his right
that a man would make so unnatural and unreasonable a will, they contend hand, however, and was able to write fairly well. Through the medium of
that this fact indirectly corroborates their contention that the deceased signs he was able to indicate his wishes to his wife and to other members
never did in fact execute the will. But when it is considered that the of his family.
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 At the time of the execution of his will, four testamentary witnesses were
brothers and sisters, who declined to have any relations with the testator present: Agustin Paguio, Anacleto Paguio, and Pedro Paguio, and attorney,
because he and his wife were adherents of the Aglipayano Church; and Señor Marco, and one Florentino Ramos.The testator, wrote out on pieces
that this quarrel was so bitter that none of his brothers or sisters, although of paper notes and items relating to the disposition of his property, and
some of them lived in the vicinity, were present at the time of his death or these notes were in turn delivered to Señor Marco, who transcribed them
attended his funeral; we think the fact that the deceased desired to leave and put them in form. The witnesses testify that the pieces of paper upon
and did leave all of his property to his widow and made no provision for his which the notes were written are delivered to attorney by the testator; that
brothers and sisters, who themselves were grown men and women, by no the attorney read them to the testator asking if they were his testamentary
means tends to disclose either an unsound mind or the presence of undue dispositions; that the testator assented each time with an affirmative
influence on the part of his wife, or in any wise corroborates contestants' movement of his head; that after the will as a whole had been thus written
allegation that the will never was executed. by the attorney, it was read in a loud voice in the presence of the testator
For the purposes of this decision it is not necessary for us to attempt to lay and the witnesses; that Señor Marco gave the document to the testator;
down a definition of testamentary capacity which will cover all possible that the latter, after looking over it, signed it in the presence of the four
cases which may present themselves, because, as will be seen from what subscribing witnesses; and that they in turn signed it in the presence of the
has already been said, the testator was, at the time of making the testator and each other.
instrument under consideration, endowed with all the elements of mental
capacity set out in the following definition of testamentary capacity which The executrix and widow of the decedent, Juliana Bagtas, filed a petition to
has been frequently announced in courts of last resort in England and the probate the will of Paguio.It was opposed by Isidro Paguio, son of the
United States; and while is some cases testamentary capacity has been deceased and several grandchildren by a former marriage, the latter being
held to exist in the absence of proof of some of these elements, there can the children of a deceased daughter. Their opposition is based on the
ground that the will was not executed according to the formalities and Doctor Basa testified at more length, but the substance of his testimony is
requirements of the law, and further that the testator was not in the full of that the testator had suffered a paralysis and that he had noticed some
enjoyment and use of his mental faculties to execute a valid will. CFI mental disorder. He does not say that the testator was not in his right mind
Bulacan admits the will to probate. Hence, this appeal. at the time of the execution of the will, nor does he give it at his opinion that
he was without the necessary mental capacity to make a valid will. He did
ISSUE: DID THE TESTATOR POSSESS THE REQUIRED MENTAL not state in what way this mental disorder had manifested itself other than
SOUNDNESS TO VALIDLY EXECUTE A WILL? that he had noticed that the testator did not reply to him on one occasion
when he visited him.
HELD: CFI AFFIRMED
Upon this point considerable evidence was adduced at the trial. One of the Doctor Viado, the other physician, have never seen the testator, but his
attesting witnesses testified that at the time of the execution of the will the answer was in reply to a hypothetical question as to what be the mental
testator was in his right mind, and that although he was seriously ill, he condition of a person who was 79 years old and who had suffered from a
indicated by movements of his head what his wishes were. Another of the malady such as the testator was supposed to have had according to the
attesting witnesses stated that he was not able to say whether decedent testimony of Doctor Basa, whose testimony Doctor Viado had heard. He
had the full use of his mental faculties or not, because he had been ill for replied and discussed at some length the symptoms and consequences of
some years, and that he (the witnesses) was not a physician. The other the decease from which the testator had suffered; he read in support of his
subscribing witness, Pedro Paguio, testified in the lower court as a witness statements from a work by a German Physician, Dr. Herman Eichost. In
for the opponents. He was unable to state whether or not the will was the answer, however, to a direct question, he stated that he would be unable to
wish of the testator. The only reasons he gave for his statement were the certify to the mental condition of a person who was suffering from such a
infirmity and advanced age of the testator and the fact that he was unable disease.
to speak. The witness stated that the testator signed the will, and he
verified his own signature as a subscribing witness. We do not think that the testimony of these two physicians in any way
strengthens the contention of the appellants. Their testimony only confirms
Florentino Ramos, although not an attesting witness, stated that he was the fact that the testator had been for a number of years prior to his death
present when the will was executed and his testimony was cumulative in afflicted with paralysis, in consequence of which his physician and mental
corroboration of the manner in which the will was executed and as to the strength was greatly impaired. Neither of them attempted to state what was
fact that the testator signed the will. This witness also stated that he had the mental condition of the testator at the time he executed the will in
frequently transacted matters of business for the decedent and had written question. There can be no doubt that the testator's infirmities were of a very
letters and made inventories of his property at his request, and that serious character, and it is quite evident that his mind was not as active as
immediately before and after the execution of the will he had performed it had been in the earlier years of his life. However, we cannot include from
offices of his character. He stated that the decedent was able to this that he wanting in the necessary mental capacity to dispose of his
communicate his thoughts by writing. The testimony of this witness clearly property by will.
indicates the presence of mental capacity on the part of the testator.
Among other witnesses for the opponents were two physician, Doctor Basa The courts have been called upon frequently to nullify wills executed under
and Doctor Viado. Doctor Basa testified that he had attended the testator such circumstances, but the weight of the authority is in support if the
some four or five years prior to his death and that the latter had suffered principle that it is only when those seeking to overthrow the will have clearly
from a cerebral congestion from which the paralysis resulted. The following established the charge of mental incapacity that the courts will intervene to
question was propounded to Doctor Basa: set aside a testamentary document of this character.In this jurisdiction the
presumption of law is in favor of the mental capacity of the testator and the
Q. Referring to mental condition in which you found him the last time you burden is upon the contestants of the will to prove the lack of testamentary
attended him, do you think he was in his right mind? capacity. The rule of law relating to the presumption of mental soundness is
well established, and the testator in the case at bar never having been
A. I can not say exactly whether he was in his right mind, but I noted some adjudged insane by a court of competent jurisdiction, this presumption
mental disorder, because when I spoke to him he did not answer me. continues, and it is therefore incumbent upon the opponents to overcome
this legal presumption by proper evidence. This we think they have failed to
do. There are many cases and authorities which we might cite to show that deceased filed a motion for reconsideration, claiming that the alleged
the courts have repeatedly held that mere weakness of mind and body, compromise or agreement, dated November 3, 1942, could not have been
induced by age and disease do not render a person incapable of making a understood by Encarnacion Neyra, as she was already then at the
will. The law does not require that a person shall continue in the full threshold of death, and that as a matter of fact she died the following day;
enjoyment and use of his pristine physical and mental powers in order to and that if it had been signed at all by said Encarnacion Neyra, her
execute a valid will thumbmark appearing on said document must have been affixed thereto by
In the above case the will was sustained. In the case at bar we might draw Trinidad Neyra's attorney, against Encarnacion's will.
the same contrast as was pictured by the court in the case just quoted. The Pending the appeal before CA, Encarnacion became seriously ill and was
striking change in the physical and mental vigor of the testator during the advised by her religious adviser, Fr. Garcia to reconcile with her sister.
last years of his life may have led some of those who knew him in his Trinidad was invited to her sister’s home and they reconciled while
earlier days to entertain doubts as to his mental capacity to make a will, yet Encarnacion was lying in bed. In the course of their conversation which
we think that the statements of the witnesses to the execution of the will they also talked about the properties left by their father and their litigations
and statements of the conduct of the testator at that time all indicate that he which had reached the Court of Appeals, and they agreed to have the latter
unquestionably had mental capacity and that he exercised it on this dismissed, on the condition that the property involved therein should be
occasion. At the time of the execution of the will it does not appear that his given exclusively to Trinidad Neyra, that the latter should waive her share in
conduct was irrational in any particular. He seems to have comprehended the rents of said property collected by Encarnacion, and the Trinidad had
clearly what the nature of the business was in which he was engaged. The no more indebtedness to Encarnacion. Attorney Panis prepared said
evidence show that the writing and execution of the will occupied a period document of compromise as well as the new will and testament, naming
several hours and that the testator was present during all this time, taking Trinidad Neyra and Eustaquio Mendoza beneficiaries therein, pursuant to
an active part in all the proceedings. Again, the will in the case at bar is Encarnacion's express instructions, and the two documents were prepared,
perfectly reasonable and its dispositions are those of a rational person. 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
TRINIDAD NEYRA, plaintiff-appellant, vs. ENCARNACION were in accordance with her wishes, or if she wanted any change made in
NEYRA, defendant-appellee 76 PHIL 333 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
FACTS: Trinidad, placed her thumbmark at the foot of each one of the two
Severo Nayra died leaving certain properties and two children, by his first documents, in duplicate, on her bed in the sala, in the presence of attesting
marriage, named Encarnacion Neyra and Trinidad Neyra, and other witnesses, Dr. Moises B. Abad, Dr. Eladio R. Aldecoa and Atty. Alejandro
children by his second marriage; That after the death of Severo Neyra, the M. Panis, after which said witnesses signed at the foot of the will, in the
two sisters, Encarnacion Neyra and Trinidad Neyra, had serious presence of Encarnacion Neyra, and of each other. The agreement was
misunderstandings, in connection with the properties left by their deceased also signed by Trinidad Neyra, as party, and by Dr. M. B. Abad and
father.Trinidad Neyra filed a complaint against her sister, Encarnacion Eustaquio Mendoza, a protege, as witnesses.
Neyra, in CFI Manila, for the recovery of ½ of a property left by their Teodora Neyra, Presentacion Blanco and Ceferina de la Cruz argue, that
deceased father, and demanding at the same time ½ of the rents collected when the thumbmark of Encarnacion Neyra was affixed to the agreement in
on the said property by the defendant Encarnacion Neyra. CFI decided in question, dated November 3, 1942, she was sleeping on her bed in
favour of Trinidad but at the same time ordered her to pay Encarnacion the the sala; and that the attesting witnesses were not present, as they were in
sum of P727.77, plus interests, by virtue of said counterclaims.Trinidad the caida.
Neyra appealed from the said decision, to the Court of Appeals.
The Court of Appeals, dismissed the appeal on a decision dated ISSUES:
November 10, 1942, by virtue of said agreement or compromise, Atty. 1. WHETHER ENCARNACION WAS OF SOUND MIND WHEN SHE
Lucio Javillonar, claiming to represent Encarnacion Neyra, who had died SIGNED HER WILL AND THE COMPROMISE AGREEMENT
since November 4, 1942, and other relatives of hers, The heirs of the
2. WHETHER THE WITNESSES WERE PRESENT IN THE SIGNING ISSUE: WAS THE WILL VALIDLY EXECUTED?
OF THE WILL
HELD: CFI AFFIRMED
HELD: PETITION DENIED, CA AFFIRMED Section 628 of the Code of Civil Procedure, strictly provides that:
1.It has been conclusively shown that Encarnacion Neyra died on "No will, except as provides in the preceding section" (as to wills executed
November 4, 1942, due to a heart attack, at the age of 48, after an illness by a Spaniard or a resident of the Philippine Islands, before the present
of about two (2) years. Presentacion Blanco, in the course of her cross- Code of Civil Procedure went into effect), "shall be valid to pass any estate,
examination, frankly admitted that, in the morning and also at about 6 real or personal, nor charge or affect the same, unless it be written in the
o'clock in he afternoon of November 3, 1942, Encarnacion Neyra talked to language or dialect known by the testator,"
her that they understood each other clearly, thus showing that the testatrix Nor can the presumption in favor of the will established by this court in
was really of sound mind, at the time of signing and execution of the Abangan vs. Abangan (40 Phil., 476), to the effect that the testator is
agreement and will in question. presumed to know the dialect of the locality where he resides, unless there
It may, therefore, be reasonably concluded that the mental faculties of is proof to the contrary, even he invoked in support of the probate of said
persons suffering from Addison's disease, like the testatrix in this case, document as a will, because, in the instant case, not only is it not proven
remain unimpaired, partly due to the fact that, on account of the sleep they that English is the language of the City of Baguio where the deceased
enjoy, they necessarily receive the benefit of physical and mental rest. And Piraso lived and where the will was drawn, but that the record contains
that like patients suffering from tuberculosis, insomnia or diabetes, they positive proof that said Piraso knew no other language than the Igorrote
preserve their mental faculties until the moments of their death. dialect, with a smattering of Ilocano; that is, he did not know the English
Judging by the authorities above cited, the logical conclusion is that language in which then will is written. So that even if such a presumption
Encarnacion Neyra was of sound mind and possessed the necessary could have been raised in this case it would have been wholly contradicted
testamentary and mental capacity, at the time of the execution of the and destroyed.
agreement and will, dated November 3, 1942. Such a result based upon solidly established facts would be the same
2.The contention that the attesting witnesses were not present, at the time whether or not it be technically held that said will, in order to be valid, must
Encarnacion Neyra thumbmarked the agreement and will in question, on be written in the Ilocano dialect; whether or not the Igorrote or Inibaloi
her bed, in the sala of the house, as they were allegedly in the caida, is dialect is a cultivated language and used as a means of communication in
untenable. It has been fully shown that said witnesses were present, at the writing, and whether or not the testator Piraso knew the Ilocano dialect well
time of the signing and execution of the agreement and will in question, in enough to understand a will written in said dialect. The fact is, we repeat,
the sala, where the testatrix was lying on her bed. The true test is not that it is quite certain that the instrument Exhibit A was written in English
whether they actually saw each other at the time of the signing of the which the supposed testator Piraso did not know, and this is sufficient to
documents, but whether they might have seen each other sign, had they invalidate said will according to the clear and positive provisions of the law,
chosen to do so; and the attesting witnesses actually saw it all in this case. and inevitably prevents its probate.
And the thumbmark placed by the testatrix on the agreement and will in
question is equivalent to her signature.
GERMAN JABONETA, plaintiff-appellant, vs. RICARDO GUSTILO, ET
AL., defendants-appellees. 5 PHIL 541
In re estate of Piraso, SIXTO ACOP, petitioner-appellant,
vs. SALMING PIRASO, ET AL., opponents-appellees. 52 PHIL 660 FACTS:
Macario Jaboneta executed under the following circumstances the
FACTS: document in question, which has been presented for probate as his will:
The proponent Acop appeals the judgment of the CFI Benguet, denying Being in the house of Arcadio Jarandilla, in Jaro, in this province, he
the probate of last will and testament of the deceased Piraso. The will was ordered that the document in question be written, and calling Julio
written in English; that Piraso knew how to speak the Ilocano dialect, Javellana, Aniceto Jalbuena, and Isabelo Jena as witnesses, executed the
although imperfectly, and could make himself understood in that dialect, said document as his will. They were all together, and were in the room
and the court is of the opinion that his will should have been written in that where Jaboneta was, and were present when he signed the document,
dialect. Isabelo Jena signing afterwards as a witness, at his request, and in his
presence and in the presence of the other two witnesses. Aniceto Jalbuena In the matter of Bedell (2 Connoly (N.Y.), 328) it was held that it is sufficient
then signed as a witness in the presence of the testator, and in the if the witnesses are together for the purpose of witnessing the execution of
presence of the other two persons who signed as witnesses. At that the will, and in a position to actually see the testator write, if they choose to
moment Isabelo Jena, being in a hurry to leave, took his hat and left the do so; and there are many cases which lay down the rule that the true test
room. As he was leaving the house Julio Javellana took the pen in his hand of vision is not whether the testator actually saw the witness sign, but
and put himself in position to sign the will as a witness, but did not sign in whether he might have seen him sign, considering his mental and physical
the presence of Isabelo Jena; but nevertheless, after Jena had left the condition and position at the time of the subscription. (Spoonemore vs.
room the said Julio Javellana signed as a witness in the presence of the Cables, 66 Mo., 579.)
testator and of the witness Aniceto Jalbuena.
The last will and testament of Macario Jaboneta, deceased, was denied
probate because the lower court was of the opinion from the evidence EUTIQUIA AVERA, petitioner-appellee, vs. MARINO GARCIA, and
adduced at the hearing that Julio Javellana, one of the witnesses, did not JUAN RODRIGUEZ, as guardian of the minors Cesar Garcia and Jose
attach his signature thereto in the presence of Isabelo Jena, another of the Garcia,objectors-appellants 42 PHIL 45
witnesses, as required by the provisions of section 618 of the Code of Civil
Procedure.. FACTS:
Eutiquia Avera instituted the probate of the will of one Esteban Garcia;
ISSUE: EXTRINSIC VALIDITY OF THE WILL WITH RESPECT TO THE contest was made by Marino Garcia and Juan Rodriguez, the latter in the
STATUTORY REQUIREMENT OF WITNESSES SIGNING THE WILL IN capacity of guardian for the minors Jose Garcia and Cesar Garcia. The
THE PRESENCE OF EACH OTHER proponent of the will introduced one of the three attesting witnesses who
testified that the will was executed with all necessary external formalities,
HELD: TRIAL COURT REVERSED and that the testator was at the time in full possession of disposing
We can not agree with so much of the above finding of facts as holds that faculties. Upon the latter point the witness was corroborated by the person
the signature of Javellana was not signed in the presence of Jena, in who wrote the will at the request of the testator. Two of the attesting
compliance with the provisions of section 618 of the Code of Civil witnesses were not introduced, nor was their absence accounted for by the
Procedure. The fact that Jena was still in the room when he saw Javellana proponent of the will. The attorney for the opposition introduced a single
moving his hand and pen in the act of affixing his signature to the will, taken witness whose testimony tended to show in a vague and indecisive manner
together with the testimony of the remaining witnesses which shows that that at the time the will was made the testator was so debilitated as to be
Javellana did in fact there and then sign his name to the will, convinces us unable to comprehend what he was about.
that the signature was affixed in the presence of Jena. The fact that he was The trial judge found that the testator at the time of the making of the will
in the act of leaving, and that his back was turned while a portion of the was of sound mind and disposing memory and that the will had been
name of the witness was being written, is of no importance. He, with the properly executed. He accordingly admitted the will to probate.Hence this
other witnesses and the testator, had assembled for the purpose of appeal
executing the testament, and were together in the same room for that
purpose, and at the moment when the witness Javellana signed the ISSUES:
document he was actually and physically present and in such position with 1. whether a will can be admitted to probate, where opposition is
relation to Javellana that he could see everything which took place by made, upon the proof of a single attesting witness, without producing or
merely casting his eyes in the proper direction, and without any physical accounting for the absence of the other two;
obstruction to prevent his doing so, therefore we are of opinion that the 2. whether the will in question is rendered invalid by reason of the fact
document was in fact signed before he finally left the room. that the signature of the testator and of the three attesting witnesses are
The purpose of a statutory requirement that the witness sign in the written on the right margin of each page of the will instead of the left
presence of the testator is said to be that the testator may have ocular margin.
evidence of the identity of the instrument subscribed by the witness and
himself, and the generally accepted tests of presence are vision and mental HELD: lower court affirmed
apprehension. (See Am. & Eng. Enc. of Law, vol. 30, p. 599, and cases 1. While it is undoubtedly true that an uncontested will bay be proved
there cited.) by the testimony of only one of the three attesting witnesses, nevertheless
in Cabang vs. Delfinado (34 Phil., 291), this court declared after an the instrument.
elaborate examination of the American and English authorities that when a
contest is instituted, all of the attesting witnesses must be examined, if alive
and within reach of the process of the court. IN THE MATTER OF THE TESTATE ESTATE OF THE LATE JOSEFA
In the present case no explanation was made at the trial as to why all three VILLACORTE.
of the attesting witnesses were not produced, but the probable reason is CELSO ICASIANO, petitioner-appellee, vs. NATIVIDAD ICASIANO and
found in the fact that, although the petition for the probate of this will had ENRIQUE ICASIANO, oppositors-appellants. 11 SCRA 423
been pending from December 21, 1917, until the date set for the hearing,
which was April 5, 1919, no formal contest was entered until the very day FACTS:
set for the hearing; and it is probable that the attorney for the proponent, A special proceeding was commenced on October 2, 1958 for the
believing in good faith the probate would not be contested, repaired to the allowance and admission to probate of the original will of Josefa Villacorte,
court with only one of the three attesting witnesses at hand, and upon deceased, and for the appointment of petitioner Celso Icasiano as executor
finding that the will was contested, incautiously permitted the case to go to thereof. Natividad Icasiano, a daughter of the testatrix, filed her opposition.
proof without asking for a postponement of the trial in order that he might Enrique Icasiano, a son of the testatrix, also filed a manifestation adopting
produce all the attesting witnesses.Although this circumstance may explain as his own Natividad's opposition to the probate of the alleged will.
why the three witnesses were not produced, it does not in itself supply any Proponent subsequently filed a motion for the admission of an amended
basis for changing the rule expounded in the case above referred to; and and supplemental petition, alleging that the decedent left a will executed in
were it not for a fact now to be mentioned, this court would probably be duplicate with all the legal requirements, and that he was, on that date,
compelled to reverse this case on the ground that the execution of the will submitting the signed duplicate , which he allegedly found only on or about
had not been proved by a sufficient number of attesting witnesses. May 26, 1959. oppositors Natividad Icasiano de Gomez and Enrique
2. We are of the opinion that the will in question is valid. It is true that Icasiano filed their joint opposition to the admission of the amended and
the statute says that the testator and the instrumental witnesses shall sign supplemental petition, but by order, the court admitted said petition.
their names on the left margin of each and every page; and it is undeniable The evidence presented for the petitioner is to the effect that Josefa
that the general doctrine is to the effect that all statutory requirements as to Villacorte died in the City of Manila on September 12, 1958; that on June 2,
the execution of wills must be fully complied with. So far as concerns the 1956, the late Josefa Villacorte executed a last will and testament in
authentication of the will, and of every part thereof, it can make no possible duplicate at the house of her daughter Mrs. Felisa Icasiano at Pedro
difference whether the names appear on the left or no the right margin, Guevara Street, Manila, published before and attested by three
provided they are on one or the other. instrumental witnesses, namely: attorneys Justo P. Torres, Jr. and Jose V.
The controlling considerations on the point now before us were well Natividad, and Mr. Vinicio B. Diy; that the will was acknowledged by the
stated In Re will of Abangan (40 Phil., 476, 479), where the court, speaking testatrix and by the said three instrumental witnesses on the same date
through Mr. Justice Avanceña, in a case where the signatures were placed before attorney Jose Oyengco Ong, Notary Public in and for the City of
at the bottom of the page and not in the margin, said: Manila; and that the will was actually prepared by attorney Fermin Samson,
The object of the solemnities surrounding the execution of wills is to close who was also present during the execution and signing of the decedent's
the door against bad faith and fraud, to avoid substitution o will and last will and testament, together with former Governor Emilio Rustia of
testaments and to guarantee their truth and authenticity. Therefore the laws Bulacan, Judge Ramon Icasiano and a little girl. Of the said three
on this subject should be interpreted in such a way as to attain these instrumental witnesses to the execution of the decedent's last will and
primordial ends. But, on the other hand, also one must not lose sight of the testament, attorneys Torres and Natividad were in the Philippines at the
fact that it is not the object of the law to restrain and curtail the exercise of time of the hearing, and both testified as to the due execution and
the right to make a will. So when an interpretation already given assures authenticity of the said will. So did the Notary Public before whom the will
such ends, any other interpretation whatsoever, that adds nothing but was acknowledged by the testatrix and attesting witnesses, and also
demands more requisites entirely unnecessary, useless and frustrative of attorneys Fermin Samson, who actually prepared the document. The latter
the testator's last will, must be disregarded. also testified upon cross examination that he prepared one original and two
In the case before us, where ingenuity could not suggest any possible copies of Josefa Villacorte last will and testament at his house in Baliuag,
prejudice to any person, as attendant upon the actual deviation from the Bulacan, but he brought only one original and one signed copy to Manila,
letter of the law, such deviation must be considered too trivial to invalidate retaining one unsigned copy in Bulacan.
Witness Natividad who testified on his failure to sign page three (3) of the
original, admits that he may have lifted two pages instead of one when he
signed the same, but affirmed that page three (3) was signed in his Testate estate of the late VICENTE CAGRO. JESUSA
presence. CAGRO, petitioner-appellee, vs.
The court issued the order admitting the will and its duplicate to probate. PELAGIO CAGRO, ET AL., oppositors-appellants. 92 PHIL 1033
From this order, the oppositors appealed directly to this Court
FACTS:
ISSUE: WHETHER THE WILL IS VALID IN THE ABSENCE OF A This is an appeal interposed by the oppositors from a decision of the Court
WITNESS’ SIGNATURE IN ONE PAGE of First Instance of Samar, admitting to probate the will allegedly executed
by Vicente Cagro who died in Laoangan, Pambujan, Samar, on February
HELD: CFI AFFIRMED 14, 1949.
On the question of law, we hold that the inadvertent failure of one witness The main objection insisted upon by the appellant in that the will is fatally
to affix his signature to one page of a testament, due to the simultaneous defective, because its attestation clause is not signed by the attesting
lifting of two pages in the course of signing, is not per se sufficient to justify witnesses. The signatures of the three witnesses to the will do not appear
denial of probate. Impossibility of substitution of this page is assured not at the bottom of the attestation clause, although the page containing the
only the fact that the testatrix and two other witnesses did sign the defective same is signed by the witnesses on the left-hand margin. The petitioner
page, but also by its bearing the coincident imprint of the seal of the notary and appellee contends that signatures of the three witnesses on the left-
public before whom the testament was ratified by testatrix and all three hand margin conform substantially to the law and may be deemed as their
witnesses. The law should not be so strictly and literally interpreted as to signatures to the attestation clause.
penalize the testatrix on account of the inadvertence of a single witness
over whose conduct she had no control, where the purpose of the law to ISSUE: WHETHER THERE IS SUBSTANTIAL COMPLIANCE WHEN THE
guarantee the identity of the testament and its component pages is WITNESSES’ SIGNATURES APPEAR ON THE LEFT MARGINS BUT NOT
sufficiently attained, no intentional or deliberate deviation existed, and the IN THE ATTESTATION CLAUSE
evidence on record attests to the full observance of the statutory requisites.
Otherwise, as stated in Vda. de Gil. vs. Murciano, 49 Off. Gaz. 1459, at HELD: CFI REVERSED
1479 (decision on reconsideration) "witnesses may sabotage the will by We are of the opinion that the position taken by the appellant is correct.
muddling or bungling it or the attestation clause". The attestation clause is 'a memorandum of the facts attending the
That the failure of witness Natividad to sign page three (3) was entirely execution of the will' required by law to be made by the attesting witnesses,
through pure oversight is shown by his own testimony as well as by the and it must necessarily bear their signatures. An unsigned attestation
duplicate copy of the will, which bears a complete set of signatures in every clause cannot be considered as an act of the witnesses, since the omission
page. The text of the attestation clause and the acknowledgment before the of their signatures at the bottom thereof negatives their participation.
Notary Public likewise evidence that no one was aware of the defect at the The petitioner and appellee contends that signatures of the three witnesses
time. on the left-hand margin conform substantially to the law and may be
This would not be the first time that this Court departs from a strict and deemed as their signatures to the attestation clause. This is untenable,
literal application of the statutory requirements, where the purposes of the because said signatures are in compliance with the legal mandate that the
law are otherwise satisfied. Thus, despite the literal tenor of the law, this will be signed on the left-hand margin of all its pages. If an attestation
Court has held that a testament, with the only page signed at its foot by clause not signed by the three witnesses at the bottom thereof, be admitted
testator and witnesses, but not in the left margin, could nevertheless be as sufficient, it would be easy to add such clause to a will on a subsequent
probated (Abangan vs. Abangan, 41 Phil. 476); and that despite the occasion and in the absence of the testator and any or all of the witnesses
requirement for the correlative lettering of the pages of a will, the failure to
make the first page either by letters or numbers is not a fatal defect (Lopez
vs. Liboro, 81 Phil. 429). These precedents exemplify the Court's policy to BEATRIZ NERA, ET AL., plaintiffs-appellees, vs. NARCISA
require satisfaction of the legal requirements in order to guard against fraud RIMANDO, defendant-appellant.. 18 PHIL 450
and bid faith but without undue or unnecessary curtailment of the
testamentary privilege. FACTS:
The lower court admitted the instrument propounded therein as the last will lawyer and a notary public in the preparation of his will. Under the said will,
and testament of the deceased, Pedro Rimando.The defendant appeals the the testator disposed of his properties to persons without blood relation to
decision, contending that it one of the witnesses was not present during the the testator. The testator himself submitted the will to the probate court but
signing of the will by the testator and of the other subscribing witnesses. the testator passed away even before his petition could be heard.
one of the witnesses was the outside some 8 or 10 feet away, in a small
room connected by a doorway from where the will was signed ,across The petitioners, who claimed to be the nephews and nieces of the testator,
which was hung a curtain which made it impossible for one in the outside filed for the settlement of the intestate estate of Mateo. The probate
room to see the testator and the other subscribing witnesses in the act of proceedings and special proceedings filed were consolidated.
attaching their signatures to the instrument.
Petitioners opposed the allowance of the will of Mateo on the ground that
ISSUE: WHETHER THE WILL WAS VALIDLY EXECUTED EVEN IF ONE on the date stated in the will, the testator was already of poor health and
OF THE WITNESSES WAS IN ANOTHER ROOM DURING THE SIGNING could not have executed the will. They likewise questioned the
OF THE WILL genuineness of the signature of the testator in the said will.

HELD: LOWER COURT AFFIRMED The probate court allowed the will. On appeal, the petitioners contended
In the case just cited, on which the trial court relied, we held that: that the Attestation Clause was fatally defective for failing to state that the
The true test of presence of the testator and the witnesses in the execution testator signed in the presence of the witnesses and the witnesses signed
of a will is not whether they actually saw each other sign, but whether they in the presence of the testator and of one another.
might have been seen each other sign, had they chosen to do so,
considering their mental and physical condition and position with relation to Court of Appeals, nevertheless affirmed the probate court’s decision and
each other at the moment of inscription of each signature. held that there was substantial compliance with Art. 805.
But it is especially to be noted that the position of the parties with relation to
each other at the moment of the subscription of each signature, must be ISSUE: Whether or not the attestation clause contained in the last will
such that they may see each other sign if they choose to do so. This, of complies with the requirements of Art. 805 and 809?
course, does not mean that the testator and the subscribing witnesses may
be held to have executed the instrument in the presence of each other if it HELD: In the case of ordinary or notarial wills, the attestation clause need
appears that they would not have been able to see each other sign at that not be written in a language or dialect known to the testator since it does
moment, without changing their relative positions or existing conditions. not form part of the disposition. The language used in the attestation clause
The trial court’s decision merely laid down the doctrine that the question likewise need not even be known to the attesting witnesses. The last
whether the testator and the subscribing witnesses to an alleged will sign paragraph of Art. 805 merely requires that, in such a case, the Attestation
the instrument in the presence of each other does not depend upon proof of Clause shall be interpreted to said witnesses.
the fact that their eyes were actually cast upon the paper at the moment of
its subscription by each of them, but that at that moment existing conditions An Attestation Clause refers to that part of an ordinary will whereby the
and their position with relation to each other were such that by merely attesting witnesses certify that the instrument has been executed before
casting the eyes in the proper direction they could have seen each other them and to the manner of the execution of the same. It is a separate
sign. To extend the doctrine further would open the door to the possibility of memorandum of the facts surrounding the conduct of execution of the
all manner of fraud, substitution, and the like, and would defeat the purpose same.
for which this particular condition is prescribed in the code as one of the
requisites in the execution of a will. Paragraph 3 of Art. 805 requires three things to be stated in the Attestation
Clause, the lack of which would result in the invalidity of the will:
a) The number of pages
CANEDA VS CA 222 SCRA 781 b) That the testator signed or expressly caused another to
sign, the will and every page thereof in the presence of the attesting
FACTS: Testator Mateo Caballero is a widower without any children. He witnesses and
executed a will in the presence of three witnesses. He was assisted by his
c) That the attesting witnesses witnessed the signing by In a situation like in the case at bar, the defects is not only in the form or
the testator of the will and all of its pages, and that said witnesses also language of the Attestation Clause but the total absence of a specific
signed the will and every page thereof in the presence of the testator and of element requires by Art. 805.
one another.
The purpose of the law is to safeguard against any interpolation or In order that Art. 809 can apply, the defects must be remedied by intrinsic
omission of some of its pages, whereas the subscription of the signatures evidenced supplied by the will itself. In the case at bar, proof of the acts
of the testator and the attesting witnesses is made for the purpose of requires to have been performed by the attesting witnesses san be
authentication and identification, and thus indicates that the will is the very supplied only by extrinsic evidence thereof. Reversal of the judgment
instrument executed by the testator and attested to by the witnesses. By rendered by the CA.
attesting and subscribing to the will. The witnesses thereby declare that
due execution of the will as embodied in the Attestation Clause. The
Attestation Clause provides strong legal guaranties for the due execution of CRUZ VS VILLASOR 54 SCRA 31
a will and to ensure the authenticity thereof. It needs to be signed only by
the witnesses and not the testator, absence of the signature of the former FACTS: Respondent Manuel Lugay filed a petition for probate of the will of
invalidates the will. Valente Cruz with the CFI which was opposed by the petitioner, Agapita
Cruz on the ground that the one of the three witnesses is at the same time
In the case at bar, the will was comprised of three pages, all numbered the Notary Public before whom the will was supposed to have been
correlatively, with the left margin of each page bearing the respective acknowledged.
signatures of the testator and the three attesting witnesses. The
testamentary dispositions were expresses in Cebuano- Visayan dialect and ISSUE: Whether or not the will was executed in accordance with Art. 805
were signed at the foot by the testator. The Attestation Clause was recite in and 806?
English and is likewise signed at the end of three attesting witnesses.
What is fairly apparent upon a careful reading of the Attestation Clause HELD:The notary public before whom the will was acknowledged cannot be
herein is the fact that while it recites that the testator indeed signed the will considered as the third instrumental witness since he cannot acknowledge
and all its pages in the presence of three attesting witnesses and stated as before himself his having signed the will. To acknowledge before means to
well the number of pages that were used, the same does not expressly avow or to own as genuine, to assent and “before” means in front or
state therein the circumstance that said witnesses subscribed their preceding in space or ahead of. Consequently, if the third witness were the
respective signatures to the will in the presence of the testator and of each notary public himself, he would have to avow assent, or admit his having
other. What is clearly lacking is the statement that the witnesses signed the signed the will in front of himself.
will and every page thereof in the presence of the testator and of one
another. The absence of that statement is a fatal defect which must The function of a notary public is, among others, to guard against any
necessarily result in the disallowance of the will. illegal or immoral arrangements. That function would be defeated if the
notary public were one of the attesting or instrumental witnesses. For them
As to the substantial compliance rule under Art. 809, while it may be true he would be interested in sustaining the validity of the will as it directly
that the Attestation Clause is indeed subscribed at the end thereof and at involves himself and the validity of his own act. It would place him in an
the left margin of each page by the three attesting witnesses, it certainly inconsistent position and the very purpose of the acknowledgement, which
cannot be conclusively inferred therefrom that the said witnesses affixed is to minimize fraud would be thwarted.
their respective signatures in the presence of the testator and of each
other, since the presence of such signatures only establishes the fact that it To allow the notary public to act as third witness, or one of the attesting and
was indeed signed, but it does not prove that the attesting witnesses did acknowledging witnesses, would have the effect of having only two
subscribe to the will in the presence of the testator and of one another. attesting witnesses to the will which would be in contravention of the
provisions of Art. 805 requiring at least three credible witnesses to act as
The execution of a will is supposed to be one act so that where the testator such and of Art 806 which requires that the testator and the required
and the witnesses sign on various days or occasions and in various number of witnesses must appear before the notary public to acknowledge
combinations, the will cannot be stamped with the imprimatur of effectivity.
the will. The result woukd be, as has been said, that only 2 witnesses
appeared before the notary public for that purpose.

KALAW VS RELOVA 132 SCRA 237

FACTS: The private respondent, who claims to be the sole heir of his sister
who is Natividad Kalaw, filed for a petition to admit to probate the
holographic will of his sister. In such will, private respondent Gregorio was
named as the sole heir of all the properties left behind by the testatrix and
was also named as the executor of the will.

The petition was opposed by Rosa, the sister of the testatrix, who claims to
have been originally instituted as the sole heir. She alleged that the
holographic will contained alterations, corrections and insertions without the
proper authentication by the full signature of the testatrix as requires by Art
814 of the Civil Code.

The court denied the petition. Rosa filed a Petition for Review on Certiorari.

ISSUE: whether or not the original unaltered text after subsequent


alterations and insertions were voided by the Trial Court for lack of
authentication by the full signature of the testatrix, should be probated or
not, with her as sole heir.

Held: No. ordinarily, when a number of erasures, correction made by the


testator on a holographic will not be noted under his signature, hence the
will is not invalidated as a whole but as most only as respects the particular
words erased or corrected.

However in this case, the holographic will in dispute had only one
substantial provision, which was altered by substituting the original heir with
another, but which alteration did not carry the requisite of full authentication
by the full signature of the testator, the effect must be that the entire Will is
voided or revoked for the simple reason that nothing remains in the Will
after that which could remain valid. To state that the will as first written
should be given efficacy is to disregard the seeming change of mind of the
testatrix. But that change of mind can neither be given effect because she
failed to authenticate it in the manner required by law by affixing her full
signature- the intention of the testator could not be ascertained. However,
there is clear showing of the testator’s intention to revoke the institution of
Rosa as her sole heir.
Thus, the petition is hereby dismissed and the decision of the respondent
judge is affirmed.

You might also like