Professional Documents
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cash advances from him. But, to my mind, there can be no doubt that there was preterition of the testator's grandchildren by his daughter Getulia, who died long before the testator made his will. These lineal descendants of the testator, who are also forced heirs of his, were completely ignored and omitted in the will. - In the absence of proof it cannot be presumed that the testator made the declarations in bad faith - that he made them knowing that it was not true that he had given each of his surviving children by his first wife at least an equal if not a greater share in his inheritance than what he left to each of his children by his second wife. - But if he had made those declarations in bad faith or as a subterfuge to deprive his children and grandchildren by his first marriage of their legal share in his inheritance, he could only have done so with the intention to frustrate their right. In that case the preterition would only assume a different form, voluntary instead of involuntary. But the result would be the same. BOCOBO [dissent] - There is no preterition because the findings of both the Court of First Instance and of the Court of Appeals show that all the children of the first marriage have received, in property and in cash, a part of their short legitime. One of the requisites of preterition is that one or some of the heirs of the direct line be totally deprived of their legitime. - The children of the first marriage not having been entirely forgotten, the will should be respected and carried out, but the children of the first marriage should have their respective shares in the strict legitime completed after taking into account the amounts already received by them from their father. - But granting that there was a preterition because one or some of the children of the first marriage never received, by donation inter vivos or by will, anything from their father, it is clear from the will in question that the children of the second marriage are entitled to the third for free disposal and to the third for mejora (in addition to their share in the strict legitime. - "Anular la institucin de heredero" does not mean that the whole will is of no effect. It merely nullifies the clause designating the children of the second marriage. As the only "herederos" or continuers of the testator's personality and in the place of such clause, article 814 orders that all the children, of both marriages, shall be such continuers of Neri's personality. This does not mean that all the children shall divide the whole estate equally, by the rules of intestacy. It simply signifies that the children of both marriages become continuers of Neri's personality, and as such liable personally for all of Neri's obligations, so that, under the system of the Spanish Civil Code, which distinguishes "herederos" from "legatarios," all the children are liable personally for the debts of their father, even beyond and in excess of the property received by each of them.
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- the lower court found Siason as a buyer in good faith, and ordered the heirs of Alvarez to pay the Yaneses the actual value of the lots, plus damages. The IAC affirmed except as to damages. - Petitioners contend, among others, that the liability arising from the sale of the lots made by Rosendo Alvarez to Dr. Rodolfo Siason should be the sole liability of the late Rosendo Alvarez or of his estate, after his death. ISSUE WON the liability arising from the sale of the lots made by Rosendo Alvarez to Dr. Rodolfo Siason should be the sole liability of the late Rosendo Alvarez or of his estate, after his death. HELD NO. - It overlooks the doctrine obtaining in this jurisdiction on the general transmissibility of the rights and obligations of the deceased to his legitimate children and heirs. Under our law, the general rule is that a party's contractual rights and obligations are transmissible to the successors. - The pertinent provisions of the Civil Code state: Art. 774. Succession is a mode of acquisition by virtue of which the property, rights and obligations to the extent of the value of the inheritance, of a person are transmitted through his death to another or others either by his will or by operation of law. Art. 776. The inheritance includes all the property, rights and obligations of a person which are not extinguished by his death. Art. 1311. Contract stake effect only between the parties, their assigns and heirs except in case where the rights and obligations arising from the contract are not transmissible by their nature, or by stipulation or by provision of law. The heir is not liable beyond the value of the property received from the decedent. - Estate of Hemady vs. Luzon Surety Co., Inc.: The binding effect of contracts upon the heirs of the deceased party is not altered by the provision of our Rules of Court that money debts of a deceased must be liquidated and paid from his estate before the residue is distributed among said heirs (Rule 89). The reason is that whatever payment is thus made from the state is ultimately a payment by the heirs or distributees, since the amount of the paid claim in fact diminishes or reduces the shares that the heirs would have been entitled to receive. - The general rule (above) is a consequence of the progressive "depersonalization" of patrimonial rights and duties that, as observed by Victorio Polacco, has characterized the history of these institutions. From the Roman concept of a relation from person to person, the obligation has evolved into a relation from patrimony to patrimony with the persons occupying only a representative position, barring those rare cases where the obligation is strictly personal, i.e., is contracted intuitu personae, in consideration of its performance by a specific person and by no other. - Petitioners being the heirs of the late Rosendo Alvarez, they cannot escape the legal consequences of their father's transaction, which gave rise to the present claim for damages. That petitioners did not inherit the property involved is of no moment because by legal fiction, the monetary equivalent thereof devolved into the mass of their father's hereditary estate, and hereditary assets are always liable in their totality for the payment of the debts of the estate.It must, however, be made clear that petitioners are liable only to the extent of the value of their inheritance.
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- April 12, 1985, Rowena Corona opposed the motion to sell on the ground that the same funds withdrawn from one of the savings account were conjugal partnership properties and part of the estate, and hence, there was allegedly no ground for reimbursement. She also sought his ouster for failure to include the sums in question for inventory and for "concealment of funds belonging to the estate." - Vitug insists that the said funds are his exclusive property having acquired the same through a survivorship agreement executed with his late wife and the bank on June 19, 1970, where it was stipulated that all the money that will be deposited by either of them (Romarico and Dolores) in their joint savings current account shall be their property, and after the death of either of them shall belong to and be the sole property of the survivor. - The trial courts upheld the validity of this agreement and granted "the motion to sell some of the estate of Dolores, the proceeds of which shall be used to pay the personal funds of Romarico Vitug in the total sum of P667,731.66 ... ." - On the other hand, the CA, in the petition for certiorari filed by Rowena, held that the above-quoted survivorship agreement constitutes a conveyance mortis causa which "did not comply with the formalities of a valid will as prescribed by Article 805 of the Civil Code," and secondly, assuming that it is a mere donation inter vivos, it is a prohibited donation under the provisions of Article 133 of the Civil Code, setting aside the order granting Romaricos motion to sell properties of Dolores for reimbursement of his alleged advances to the estate. - Romarico assails CAs ruling on the strength of Rivera v. People's Bank and Trust Co. and Macam v. Gatmaitan sustaining the validity of "survivorship agreements" and considering them as aleatory contracts. ISSUE WON the survivorship agreement constitutes a conveyance mortis causa. HELD NO. - The conveyance in question is not, first of all, one of mortis causa, which should be embodied in a will. A will has been defined as "a personal, solemn, revocable and free act by which a capacitated person disposes of his property and rights and declares or complies with duties to take effect after his death." In other words, the bequest or device must pertain to the testator. In this case, the monies subject of the savings account were in the nature of conjugal funds. - In the Rivera case, the court rejected claims that a survivorship agreement purports to deliver one party's separate properties in favor of the other, but simply, their joint holdings - In the Macam case, it was held that the agreement is an aleatory contract whereby, according to article 1790 of the Civil Code, one of the parties or both reciprocally bind themselves to give or do something as an equivalent for that which the other party is to give or do in case of the occurrence of an event which is uncertain or will happen at an indeterminate time. - There is no showing that the funds exclusively belonged to one party, and hence it must be presumed to be conjugal, having been acquired during the existence of the marital relations. - Neither is the survivorship agreement a donation inter vivos, for obvious reasons, because it was to take effect after the death of one party. Secondly, it is not a donation between the spouses because it involved no conveyance of a spouse's own properties to the other. - Also, the agreement involves no modification petition of the conjugal partnership, as held by the CA, by "mere stipulation" and that it is no "cloak" to circumvent the law on conjugal property relations as the spouses are not prohibited by law to invest conjugal property, say, by way of a joint and several bank account, more commonly denominated in banking parlance as an "and/or" account. In the case at bar, the spouses Vitug did not dispose of property in favor of the other, which would have arguably been sanctionable as a prohibited donation. And since the funds were conjugal, it can not be said that one spouse could have pressured the other in placing his or her deposits in the money pool. - The validity of the contract seems debatable by reason of its "survivor-take-all" feature, but in reality, that contract imposed a mere obligation with a term, the term being death. Such agreements are permitted by the Civil Code under Article 20101 - While the court has warned that although the survivorship agreement is per se not contrary to law its operation or effect may be violative of the law. For instance, if it be shown in a given case that such agreement is a mere cloak to
VITUG v CA (ROWENA FAUSTINO-CORONA) 183 SCRA 755 SARMIENTO; March 29, 1990
NATURE This case is a chapter in an earlier suit involving the probate of the two wills of the late Dolores Luchangco Vitug naming private respondent Rowena Faustino-Corona executrix. In that case, the appointment of Nenita Alonte as co-special administrator of Mrs. Vitug's estate with her (Mrs. Vitug's) widower, petitioner Romarico G. Vitug, pending probate was upheld. FACTS - Jan.13, 1985, Romarico G. Vitug filed a motion asking for authority from the probate court to sell certain shares of stock and real properties belonging to the estate to cover allegedly his advances to the estate in the sum of P667,731.66, plus interests, which he claimed were personal funds (as found by CA, the alleged advances consisted of P58,147.40 estate tax, P518,834.27 deficiency estate tax, and P90,749.99 as increment thereto).
ART. 2010. By an aleatory contract, one of the parties or both reciprocally bind themselves to give or to do something in consideration of what the other shall give or do upon the happening of an event which is uncertain, or which is to occur at an indeterminate time.
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hide an inofficious donation, to transfer property in fraud of creditors, or to defeat the legitime of a forced heir, it may be assailed and annulled upon such grounds, there is no demonstration in this case that the survivorship agreement had been executed for such unlawful purposes.
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last page, all this, in the presence of the three attesting witnesses after telling that it was his last will and that the said three witnesses signed their names on the last page after the attestation clause in his presence and in the presence of each other. The oppositors did not submit any evidence. - The trial court found said will to be a holographic will. Although at the time it was executed and at the time of the testator's death, holographic wills were not permitted by law , the trial court still admitted to probate the Last Will and Testament of Father Sancho Abadia. The TC did so because at the time of the hearing and when the case was to be decided the new Civil Code was already in force, which permitted the execution of holographic wills. According to the trial court, to carry out the intention of the testator is the controlling factor and may override any defect in form. ISSUE WON The New Civil Code may be applied to the probate of Father Abadias will HELD No. Article 795 of the new Civil Code expressly provides: "The validity of a will as to its form depends upon the observance of the law in force at the time it is made." The validity of a will is to be judged not by the law in force at the time of the testator's death or at the time the supposed will is presented in court for probate or when the petition is decided by the court but at the time the instrument was executed. One reason in support of the rule is that although the will operates upon and after the death of the testator, the wishes of the testator about the disposition of his estate among his heirs and among the legatees is given solemn expression at the time the will is executed, and in reality, the. legacy or bequest then becomes a completed act. From the day of the death of the testator, if he leaves a will, the title of the legatees and devisees under it becomes a vested right, protected under the due process clause of the constitution against a subsequent change in the statute adding new legal requirements of execution of wills which would invalidate such a will. By parity of reasoning, when one executes a will which is invalid for failure to observe and follow the legal requirements at the time of its execution then upon his death he should be regarded and declared as having died intestate, and his heirs will then inherit by intestate sucession, and no subsequent law with more liberal requirements or which dispenses with such requirements as to execution should be allowed to validate a defective will and thereby divest the heirs of their vested rights in the estate by intestate succession. The general rule is that the Legislature can not validate void wills.
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All statutes are to be construed as having only a prospective operation unless the purpose and intention of the Legislature to give them a retrospective effect is expressly declared or is necessarily implied from the language used. In every case of doubt, the doubt must be resolved against the restrospective effect. -The language of Act No. 2645 gives no indication of retrospective effect. Such, likewise, has been the uniform tendency of the SC on cases having special application to testamentary succession. - Our statute announces a positive rule for the transference of property which must be complied with as a completed act at the time of the execution, so far as the act of the testator is concerned, as to all testaments made subsequent to the enactment of Act No. 2645, but is not effective as to testaments made antecedent to that date. - the court considered 3 views in addressing the issue: (1) validity of wills are tested by the laws in force at the time of death of the testator (considered the right of one to make a will as an inchoate right). This view was rejected by the court. The act of bequeathing or devising is something more than inchoate or ambulatory. In reality, it becomes a completed act when the will is executed and attested according to the law, although it does not take effect on the property until a future time. (2) validity of wills must be tested by statutes in force at time of execution. This view is the one adopted by SC (3) statutes relating to the execution of wills, when they increase the necessary formalities, should be construed so as not to impair the validity of a will already made and, when they lessen the formalities required, should be construed so as to aid wills defectively executed according to the law in force at the time of their making. The court did not directly address this view, but clearly stated that they are adopting the 2nd rule
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- Melecia is not the daughter of Carlos Jimenez and therefore, had no right over the property in question. Teodora et al failed to present concrete evidence to prove that Melecia Cayabyab was really the daughter of Carlos Jimenez. Assuming that Melecia was the illegitimate daughter of Carlos Jimenez there can be no question that Melecia had no right to succeed to the estate of Carlos Jimenez and could not have validly acquired, nor legally transferred to Edilberto Cagampan that portion of the property subject of this petition. - It is well-settled in this jurisdiction that the rights to the succession are transmitted from the moment of the death of the decedent (A777 CC). Moreover, A2263 CC says Rights to the inheritance of a person who died with or without a will, before the effectivity of this Code, shall be governed by the Civil Code of 1889, by other previous laws, and by the Rules of Court . . ." Since Carlos died on July 9, 1936, the successional rights pertaining to his estate must be determined in accordance with the Civil Code of 1889. Cid v. Burnaman: To be an heir under the rules of Civil Code of 1889, a child must be either a child legitimate, legitimated, or adopted, or else an acknowledged natural child for illegitimate not natural are disqualified to inherit. (Civil Code of 1889, Art. 807, 935) - Even assuming that Melecia was born out of the common-law-relationship between her mother (Maria Cayabyab) and Carlos Jimenez, she could not even be considered an acknowledged natural child because Carlos Jimenez was then legally married to Susana Abalos and therefore not qualified to marry Maria Cayabyab and consequently Melecia Cayabyab was an illegitimate spurious child and not entitled to any successional rights in so far as the estate of Carlos Jimenez was concerned. - Melecia could not even legally transfer the parcel of land to Edilberto who accordingly, could not also legally transfer the same to Teodora. - Melecias possession or of her predecessors-in-interest would be unavailing against Sulpicia who was the holder proindiviso with Carlos Jimenez of the Torrens Certificate of Title covering a tract of land which includes the portion now in question, from February 28, 1933, when the OCT was issued. Benin v. Tuason: No possession by any person of any portion of the land covered by said original certificate of titles, could defeat the title of the registered owner of the land covered by the certificate of title.
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valid in the absence of evidence that showing what the Turkish laws are on the matter. Hence the will must be complied with and executed as the same is not contrary to Philippine laws. 2. No. The condition imposed in the will that legatees must respect the testators will to distribute his property in accordance with the laws of the Philippines is void for being contrary to law under Article 792 0f the Civil Code which provides as follows: "Impossible conditions and those contrary to law or good morals shall be considered as not imposed and shall not prejudice the heir or legatee in any manner whatsoever, even should the testator otherwise provide." Said condition is contrary to law because it expressly ignores the testator's national law when, according to article 10 of the Civil Code above quoted, such national law of the testator is the one to govern his testamentary dispositions. Said condition then, in the light of the legal provisions above cited, is considered unwritten, and the institution of legatees in said will is unconditional and consequently valid and effective even as to the herein oppositor.
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- Capacity to succeed is governed by the law of the nation of the decedent. The law which governs Adoracion Campo's will is the law of Pennsylvania, U.S.A., which is the national law of the decedent. It is a settled rule that as regards the intrinsic validity of the provisions of the will, as provided for by Article 16(2) and 1039 of the Civil Code, the national law of the decedent must apply. - The settlement of the estate of Adoracion Campos was correctly filed with the CFI of Manila where she had an estate since it was alleged and proven that Adoracion at the time of her death was a citizen and permanent resident of Pennsylvania, and not a "usual resident of Cavite" as alleged by the petitioner. Moreover, petitioner is estopped from questioning the jurisdiction of the probate court in the petition for relief.
ABANGAN v ABANGAN (Ajang) SUREZA v SALUD (Giulia) MATIAS v SALUD 104 Phil 1046 Reyes; June 23, 1958
NATURE Appeal from an order of the CFI of Cavite denying probate of the purported will of the late Gabina Raquel FACTS - Gabina Raquel executed a will bequeathing most of her properties to her niece Aurea Matias, in recompense for the services rendered for 30 years, and some legacies are made to her other nephews and nieces surnamed Salud and Matias. - The document appears to be composed of three pages. On the lower half of the second page, preceding the attestation clause, appears the signature Gabina Raquel which is apparently of admitted authenticity. Alongside it is a smudge in violet ink, with blurred ridge lines, claimed by the proponents to be a thumbmark affixed by the testatrix. Gabina had no choice but just to affix her thumbmark as she had difficulty signing the document due to her herpes zoster that afflicted her right arm and shoulder. On the third page, at the end of the attestation clause appear the signature on the left margin of each page; and on the upper part of each pages left margin appears a violet ink smudge similar to the one previously described, accompanied by the written words Gabina Raquel and underneath said name by Lourdes Samonte (one of the witnesses). - The probate of the will has been opposed by Salud. She urges that the fingermark of the testatrix cannot be regarded as her valid signature since it does not show distinct identifying ridge lines; and thence, that the attestation clause should be held defective because it fails to state that Lourdes Samonte signed for the testator. - The CFI Judge ruled in favor her, denying probate of the purported will based primarily on the testimony of the consultants expert witness. Thus, this appeal. ISSUE WON the specific legal requirements of a notarial will were satisfied HELD YES. The legal requisite that the will should be signed by the testator is satisfied by a thumbprint or other mark affixed by him; and that where such mark is affixed by the decedent, it is necessary to state in the attestation clause that another person wrote the testators name at his request. While in the some cases the signing by mark was described in the will or in the attestation clause, it does not appeat that the Court ever held that the absence of such description is a fatal defect.
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GARCIA v LACUESTA 90 Phil 489 PARAS; November 29, 1951
FACTS The will of Antero Mercado, dated January 3, 1943 and written Ilocano, appears to have been signed by Atty. Florentino Javier who wrote the name of Antero Mercado, followed below by "A ruego del testador" and the name of Florentino Javier. Antero Mercado is alleged to have written a cross immediately after his name. The CA, reversing the judgment of the CFI of Ilocos Norte, ruled that the attestation clause failed (1) to certify that the will was signed on all the left margins of the three pages and at the end of the will by Atty. Florentino Javier at the express request of the testator in the presence of the testator and each and every one of the witnesses; (2) to certify that after the signing of the name of the testator by Atty. Javier at the former's request said testator has written a cross at the end of his name and on the left margin of the three pages of which the will consists and at the end thereof; (3) to certify that the three witnesses signed the will in all the pages thereon in the presence of the testator and of each other. ISSUE WON the attestation clause is defective HELD YES. The attestation clause is fatally defective for failing to state that Antero Mercado caused Atty. Florentino Javier to write the testator's name under his express direction, as required by section 618 of the Code of Civil Procedure. Petitioner Rosario Garcia argues, however, that there is no need for such recital because the cross written by the testator after his name is a sufficient signature and the signature of Atty. Florentino Javier is a surplusage. Petitioner's theory is that the cross is as much a signature as a thumbmark. The court is not prepared to liken the mere sign of a cross to a thumbmark, and the reason is obvious. The cross cannot and does not have the trustworthiness of a thumbmark.
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HELD NO. The deceased Anacleta Abellana may not be admitted to probate. Anacleta Abellanas name does not appear written under the will by said Abellana herself, or by Dr. Juan Abello. Article 805 of the Civil Code, as well as Section 618 of the Code of Civil Procedure (Act No. 190 probably old) require that the testator himself sign the will, or if he cannot do so, the testators name must be written by some other person in his presence and by his express direction. -Ex Parte Pedro Arcenas, et al., Phil, 700: If the testator will not be able to sign the will, the attesting witnesses should sign the will at the testators request, the notary certifying thereto, then the testators name should be written by the person signing in his stead in the place where he could have signed if he knew how or was able to do so, and do this in the testators presence and by the testators express direction. It should be signed in the following manner: John Doe by the testator, Richard Doe; or in this form: "By the testator, John Doe, Richard Doe." All this must be written by the witness signing at the request of the testator. -Barut vs. Cabacungan, 21 Phil, 461: is should clearly appear that the name of the testatrix was signed at her express direction; it is unimportant whether the person who writes the name of the testatrix signs his own or not.
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TABOADA v ROSAL 118 SCRA 195 GUTIERREZ, JR.; November 5, 1982
NATURE Petition for review of the orders issued by the CFI of Southern Leyte FACTS -Taboada filed a petition for probate, and attached therewith the alleged last will and testament of Dorotea Perez written in the Cebuano-Visayan dialect -The will consists of two pages: the first page contains the entire testamentary dispositions and is signed at the end or bottom of the page by the testatrix alone and at the left hand margin by the three (3) instrumental witnesses, and the second page contains the attestation clause and the acknowledgment is signed at the end of the attestation clause by the three (3) attesting witnesses and at the left hand margin by the testatrix. -The petitioner submitted his evidence and presented Vicente Timkang, one of the subscribing witnesses to the will, who testified on its genuineness and due execution. -TC, thru then Presiding Judge Pamatian, denied the probate of the will of Dorotea Perez for want of a formality in its execution, and petitioner was also required to submit the names of the intestate heirs with their corresponding addresses so that they could be properly notified and could intervene in the summary settlement of the estate. -The petitioner filed an MFR, and subsequently, a motion for the appointment of special administrator. -The said motion was still pending resolution when respondent Judge Rosal assumed the position of presiding judge, and denied said motion, along with the motion for the appointment of special administrator -The petitioner filed the present petition. ISSUE WON the probate of the will should be denied for want of a formality in its execution HELD NO. While perfection in the drafting of a will may be desirable, unsubstantial departure from the usual forms should be ignored, especially where the authenticity of the will is not assailed. -The respondent Judge interprets Art 805 of the CC to require that, for a notarial will to be valid, it is not enough that only the testatrix signs at the "end" but that the three subscribing witnesses must also sign at the same placeat the endnot on the left hand margin. -Under Article 805 of the Civil Code, the will must be subscribed or signed at its end by the testator himself or by the testator's name written by another person in his presence, and by his express direction, and attested and subscribed by three or more credible witnesses in the presence of the testator and of one another. -Attestation consists in witnessing the testator's execution of the will in order to see and take note mentally that those things which the statute requires for the execution of a will are done, and that the signature of the testator exists as a fact. Subscription is the signing of the witnesses' names upon the same paper -The law is to be liberally construed, the underlying and fundamental objective being the liberalization of the manner of their execution with the end in view of giving the testator more freedom in expressing his last wishes but with sufficient safeguards and restrictions to prevent the commission of fraud and the exercise of undue and improper pressure and influence upon the testator. -The objects of attestation and of subscription were fully met and satisfied in the present case when the instrumental witnesses signed at the left margin of the sole page which contains all the testamentary dispositions, especially so when the will was properly identified by subscribing witness Vicente Timkang. -We have examined the will in question and noticed that the attestation clause failed to state the number of pages used in writing the will. This would have been a fatal defect were it not for the fact that, in this case, it is discernible from the entire will that it is really and actually composed of only two pages duly signed by the testatrix and her instrumental witnesses.
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ICASIANO v ICASIANO 11 SCRA 4222 REYES; June 30, 1964
FACTS . This special proceeding was begun on October 2, 1958 by a petition for the allowance and admission to probate of the original as the alleged will of Josefa Villacorte (testatrix), deceased. . The court set the proving of the alleged will and caused notice thereof to be published for 3 successive weeks, previous to the time appointed, in the newspaper "Manila Chronicle", and also caused personal service of copies thereof upon the known heirs. A daughter and son of the testatrix opposed the probate of the alleged will. . Celso later filed a motion for the admission of an amended and supplemental petition, alleging that the decedent left a will executed in duplicate with all the legal requirements, and that he was submitting the signed duplicate. This was also opposed. -Court, after hearing the parties, issued the order admitting the will and its duplicate to probate. Natividad and Enrique were unhappy so they appealed to SC directly .The evidence presented for the petitioner is summarized as follows: Testatrix executed a last will and testament in duplicate at the house of her daughter Mrs. Felisa Icasiano at Manila, published before and attested by 3 instrumental witnesses, namely; attorneys Torres, Jr. and Jose Natividad (Jose), and Dr. Diy; that the will was acknowledged by the testatrix and by the said three instrumental witnesses on the same date before attorney Ong, Notary Public in and for Manila; and that the will was actually prepared by attorney Samson, who was also present during the execution and signing of the decedent's last will and testament, together with former Governor Rustia of Bulacan, Judge Ramon Icasiano, and a little girl. Of the said three instrumental witnesses to the execution of the decedent's last will and testament attorneys Torres and Jose were in the Philippines at the time of the hearing, and both testified as to the due execution and authenticity of the said will. So did the Notary Public before whom the will was acknowledged by the testatrix and attesting witnesses, and also attorney Samson. . The original consists of five pages, and while signed at the end and in every page, it does not contain the signature of one of the attesting witnesses, Jose, on page (3); but the duplicate copy is signed by the testatrix and her 3 attesting witnesses in each and every page. .Witness Jose admits that he may have lifted two pages instead of one when he signed the same, but affirmed that page 3 was signed in his presence. ISSUE WON the inadvertent failure of one witness to affix his signature to one page of a testament, due to the simultaneous lifting of two pages in the course of signing, is NOT per se sufficient to justify denial of probate. HELD YES. It DOES NOT JUSTIFY DENIAL of probate. Impossibility of substitution of this page is assured not only the fact that the testatrix and two other witnesses did sign the defective page, but also by its bearing the coincident imprint of the seal of the notary public before whom the testament was ratified by testatrix and all three witnesses. The law should not be so strictly and literally interpreted as to penalize the testatrix on account of the inadvertence of a single witness over whose conduct she had no control, where the purpose of the law to guarantee the identity of the testament and its component pages is sufficiently attained, no intentional or deliberate deviation existed, and the evidence on record attests to the full observance of the statutory requisites. Otherwise, as stated in Vda. de Gil vs. Murciano, "witnesses may sabotage the will by muddling or bungling it or the attestation clause". .This would not be the first time that this Court departs from a strict and literal application of the statutory requirements, where the purposes of the law are otherwise satisfied. Thus, despite the literal tenor of the law, this Court has held that a testament, with the only page signed at its foot by testator and witnesses, but not in the left margin, could nevertheless be probated (Abangan vs. Abangan); and that despite the requirement for the correlative lettering of the pages of a will, the failure to mark the first page either by letters or numbers is not a fatal defect (Lopez vs. Liboro). These precedents exemplify the Court's policy to require satisfaction of the legal requirements in order to guard against fraud and bad faith but without undue or unnecessary curtailment of the testamentary privilege. . SC is satisfied that : the testatrix signed both original and duplicate copies of the will spontaneously, on the same occasion, in the presence of the three attesting witnesses, the notary public who acknowledged the will, and Atty.
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Samson, who actually prepared the documents; that the will and its duplicate were executed in Tagalog, a language known to and spoken by both the testator and the witnesses, and read to and by the testatrix and Atty. Samson together before they were actually signed; that the attestation clause is also in a language known to and spoken by the testatrix and the witnesses. .The opinion of expert for oppositors did not convince the SC principally because said expert failed to show convincingly that there are radical differences that would justify the charge of forgery, taking into account the advanced age of the testatrix. .There is also no adequate evidence of fraud or undue influence. The fact that some heirs are more favored than others is proof of neither. .That the carbon duplicate was produced & admitted without a new publication does not affect the jurisdiction of the probate court, already conferred by the original publication of the petition for probate
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CRUZ v VILLASOR, ET AL. 00 SCRA 00 ESGUERRA; NOVEMBER 26, 1973
NATURE Petition for review on certiorari FACTS Petitioner-appellant Agapita Cruz, the surviving spouse of Valente Cruz opposed the allowance of the will (Exhibit "E"), alleging the will was executed through fraud, deceit, misrepresentation and undue influence; that the said instrument was execute without the testator having been fully informed of the content thereof, particularly as to what properties he was disposing and that the supposed last will and testament was not executed in accordance with law. Of the three instrumental witnesses thereto, one of them, the last named, is at the same time the Notary Public before whom the will was supposed to have been acknowledged. As the third witness is the notary public himself, petitioner argues that the result is that only two witnesses appeared before the notary public to acknowledge the will. On the other hand, private respondent-appellee Lugay, who is the supposed executor of the will, following the reasoning of the trial court, maintains that there is substantial compliance with the legal requirement of having at least three attesting witnesses even if the notary public acted as one of them, bolstering up his stand withAmerican Jurisprudence. Notwithstanding her objection, the Court allowed the probate of the said last will and testament. Hence this appeal by certiorari which was given due course. ISSUES WON the supposed last will and testament of Valente Z. Cruz (Exhibit "E") was executed in accordance with law, particularly Articles 805 and 806 of the new Civil Code, the first requiring at least three credible witnesses to attest and subscribe to the will, and the second requiring the testator and the witnesses to acknowledge the will before a notary public HELD NO. The notary public before whom the will was acknowledged cannot be considered as the third instrumental witness since he cannot acknowledge before himself his having signed the will. To acknowledge before means to avow (Javellana v. Ledesma, 97 Phil. 258, 262; Castro v. Castro, 100 Phil. 239, 247); to own as genuine, to assent, to admit; and "before" means in front or preceding in space or ahead of. (The New Webster Encyclopedic Dictionary of the English Language, p. 72; Funk & Wagnalls New Standard Dictionary of the English Language, p. 252; Webster's New International Dictionary 2d. p. 245.) Consequently, if the third witness were the notary public himself, he would have to avow assent, or admit his having signed the will in front of himself. This cannot be done because he cannot split his personality into two so that one will appear before the other to acknowledge his participation in the making of the will. To permit such a situation to obtain would be sanctioning a sheer absurdity. Furthermore, the function of a notary public is, among others, to guard against any illegal or immoral arrangement (Balinon v. De Leon, 50 0. G. 583.) That function would defeated if the notary public were one of the attesting instrumental witnesses. For them he would be interested sustaining the validity of the will as it directly involves him and the validity of his own act. It would place him in inconsistent position and the very purpose of acknowledgment, which is to minimize fraud (Report of Code Commission p. 106-107), would be thwarted. Admittedly, there are American precedents holding that notary public may, in addition, act as a witness to the executive of the document he has notarized. There are others holding that his signing merely as notary in a will nonetheless makes him a witness thereon. But these authorities do not serve the purpose of the law in this jurisdiction or are not decisive of the issue herein because the notaries public and witnesses referred to aforecited cases merely acted as instrumental, subscribing attesting witnesses, and not as acknowledging witnesses. He the notary public acted not only as attesting witness but also acknowledging witness, a situation not envisaged by Article 805 of the Civil Code which reads: ART. 806. Every will must be acknowledged before a notary public by the testator and the witnesses. The notary public shall not be required to retain a copy of the will or file another with the office of the Clerk of Court. [Emphasis supplied] To allow the notary public to act as third witness, or one the attesting and acknowledging witnesses, would have the effect of having only two attesting witnesses to the will which would be in contravention of the provisions of Article 80 be
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requiring at least three credible witnesses to act as such and of Article 806 which requires that the testator and the required number of witnesses must appear before the notary public to acknowledge the will. The result would be, as has been said, that only two witnesses appeared before the notary public for or that purpose. In the circumstances, the law would not be duly in observed. ISSUE/S 1. WON the testament was validly executed 2. WON the certificate of acknowledgment was validly notarized
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HELD 1. YES - Ledesma argues that upon witness Yaps insistence, Javellana signed the testamento in the presence of Yap alone and returned it with the statement that no one would question it. - Court rightly rejected Ledesmas version. It was found that the testament was executed by testatrix and witnesses in the presence of each other, at the house of the decedent. It is highly unlikely that either Tabiana or Yap should have insisted that Javellana, an infirm lady over 80, should leave her house to execute her will when all three witnesses could have easily repaired thither for the purpose. 2. YES - Unlike the testament, the codicil was executed after the enactment of new Civil Code. Therefore, it had to be acknowledged before a notary public. - The same witnesses asserted that after codicil was signed by Javellana and the witnesses, the same was signed and sealed by notary public in the hospital. But the notary public said he did not, that he signed and sealed the codicil in his office. - This variance doesnt necessarily imply perversion of truth. - First, the mind has a tendency, in recalling past events, to substitute the usual and habitual for what differs slightly from it. - Second, whether notary signed certification of acknowledgment in the presence of the testatrix and witnesses, doesnt affect validity of the codicil. The new Civil Code doesnt require that the signing of the testator, witnesses and notary should be in one single act. Art 805 and 806 says that while testator and witnesses should sign in the presence of each other, all that is thereafter required is that every will must be acknowledged before a notary public by the testator and the witnesses.
GARCIA v VASQUEZ.
32 SCRA 489 REYES, JBL; April 30, 1970 NATURE Appeal from an order of the CFI of Manila FACTS - Gilceria Avelino del Rosario died unmarried without any descendants, ascendants, brother or sister. Consuelo S. Gonzales Vda. de Precilla, niece of the deceased, petitioned the CFI for probate of the alleged last will and testament of the deceased, executed on 29 December 1960, and for her appointment as special administratrix of the latters estate pending the appointment of a regular administrator thereof. - The petition was opposed by several groups of alleged heirs. Their major contentions were that the instrument executed in 1960 was not intended by the deceased to be her true will and that the formalities required by law have not been complied with. They also opposed the appointment of Consuelo as special administratrix on the ground that the latter possesses interest adverse to the estate. - CFI granted petitioners prayer and appointed her special administratrix. - Oppositors filed several other motions and petitions in connection with the administration of the estate. - Called to testify on the due execution of the will, the 3 instrumental witnesses uniformly declared that they were uniformly requested by the late husband of petitioner, Alfonso Precilla, to witness the execution of the last will of the deceased; that the testatrix at that time was apparently of clear and sound mind, although she was being aided by Precilla when she walked; that the will, which was already prepared, was first read silently by the testatrix herself before she signed it; that the 3 witnesses thereafter signed the will in the presence of the testatrix and the notary public and of one another. They also testified, among other things, that on that occasion no pressure or influence has been exerted by any person upon the testatrix to execute the will. - CFI issued an order admitting to probate the 1960 will and appointed the petitioner regular administratrix.
JAVELLANA v LEDESMA
97 PHIL 258 REYES; June 30, 1955 NATURE Appeal from judgment of CFI Iloilo FACTS - CFI admitted to probate the documents as the testament and codicil by Javellana, with Tabiana, Montinola and Yap as witnesses. - Contestant Ledesma appealed, saying the exhibits were not executed in conformity with law.
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- Oppositor-appellants maintain that on date of execution of the will, the eyesight of the deceased was so poor and defective that she could not have read the provisions of the will. They called the ophthalmologist of the decedent to the witness stand to prove this fact. ISSUE WON the CFI erred in admitting the will to probate HELD YES - The testimony of the ophthalmologist who treated the deceased fully established the fact that notwithstanding the operation and removal of the cataract in her left eye and her being fitted with aphakic lens, the deceaseds vision remained mainly for viewing distant objects and not for reading print. Thus, the conclusion is inescapable that with the condition of her eyesight and there is no evidence that it had improved by the time of the execution of the will, Gilceria del Rosario was incapable of reading, and could not have read the provisions of the will supposedly signed by her on December 29, 1960. - Against the background of the defective eyesight of the alleged testatrix, the appearance of the will acquires striking significance. The words were crammed into a single sheet of paper. Plainly, the testament was not prepared with any regard for the defective vision of Dona Gliceria. - Thus, for all intents and purposes of the rules on probate, the deceased was not unlike a blind testator, and the due execution of her will would have required observance of the provisions of Art. 808 of the Civil Code. - The rationale behind the requirement of reading the will to the testator if he is blind or incapable of reading the will himself is to make the provisions thereof known to him, so that he may be able to object if they are not in accordance with his wishes. That the aim of the law is to insure that the dispositions of the will are properly communicated to and understood by the handicapped testator, thus making them truly reflective of his desire, is evidenced by the requirement that the will should be read to the latter, not only once but twice, by two different persons, and that the witnesses have to act within the range of the testators other senses. - In connection with the will here in question, there is nothing in the records to show that the above requisites have been complied with. Clearly, as already stated, the 1960 will sought to be probated suffers from infirmity that affects its due execution.
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the codicil were executed; that since the reading required by Art. 808 of the CC was admittedly not complied with, probate of the deceased's last will and codicil should have been denied. The CA found that Brigido Alvarado was not blind at the time his last will and codicil were executed; that assuming his blindness, the reading requirement of Art. 808 was substantially complied. ISSUES 1. WON Brigido Alvarado was blind for purposes of Art. 808 at the time his "Huling Habilin" and its codicil were executed. 2. WON the double reading requirement of said article was complied with. HELD 1. YES. Ratio The rationale behind the requirement of reading the will to the testator if he is blind or incapable of reading the will himself (as when he is illiterate), is to make the provisions thereof known to him, so that he may be able to object if they are not in accordance with his wishes. [Garcia vs. Vasquez] Reasoning It is clear from the foregoing that Art. 808 applies not only to blind testators but also to those who, for one reason or another, are incapable of reading their will. Since Brigido Alvarado was incapable of reading the final drafts of his will and codicil on the separate occasions of their execution due to his "poor," "defective," or 'blurred" vision, there can be no other course but to conclude that Brigido Alvarado comes within the scope of the term "blind" as it is used in Art. 808. Unless the contents were read to him, he had no way of ascertaining whether or not the lawyer who drafted the will and codicil did so conformably with his instructions. 2. YES. Ratio Substantial compliance is acceptable where the purpose of the law has been satisfied, the reason being that the solemnities surrounding the execution of wills are intended to protect the testator from all kinds of fraud and trickery but are never intended to be so rigid and inflexible as to destroy the testamentary privilege. Reasoning Atty. Rino read the testator's will and codicil aloud, in the presence of the testator, his 3 instrumental witnesses, and the notary public. Prior and subsequent thereto, the testator affirmed, upon being asked, that the contents read corresponded with his instructions. Only then did the signing and acknowledgement take place. There is no evidence that the contents of the will and codicil were not sufficiently made known and communicated to the testator. - Moreover, the notary public and the 3 instrumental witnesses likewise read the will and codicil, albeit silently. With four persons following the reading word for word with their own copies, it can be safely concluded that the testator was reasonably assured that what was read to him were the terms actually appearing on the typewritten documents. This is especially true when we consider the fact that the 3 instrumental witnesses were persons known to the testator, one being his physician and another being known to him since childhood. - The object of the solemnities surrounding the execution of wills is to close the door against bad faith and fraud, to avoid the substitution of wills and testament and to guaranty their truth and authenticity. Therefore, the laws on the subject should be interpreted in such a way as to attain these primordial ends. But, on the other hand, one must not lose sight of the fact that it is not the object of the law to restrain and curtail the exercise of the right to make a will. So when an interpretation already given assures such ends, any other interpretation whatsoever that adds nothing but demands more requisites entirely unnecessary, useless and frustration of the testator's will, must be disregarded. [Abangan v. Abangan]
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FACTS on December 5, 1978, Mateo Caballero, a widower without any children and already old, executed a last will and testament at his residence in Talisay, Cebu before three attesting witnesses, namely, Cipriano Labuca, Gregorio Cabando and Flaviano Toregosa. We, the undersigned attesting Witnesses, whose Residences and postal addresses appear on the Opposite of our respective names, we do hereby certify that the Testament was read by him and the testator, MATEO CABALLERO; has published unto us the foregoing Will consisting of THREE PAGES, including the Acknowledgment, each page numbered correlatively in the letters on the upper part of each page, as his Last Will and Testament and he has the same and every page thereof, on the spaces provided for his signature and on the left hand margin, in the presence of the said testator and in the presence of each and all of us. Article 805 requires that the witness should both attest and subscribe to the will in the presence of the testator and of one another (Under the third paragraph of Article 805, such a clause, the complete lack of which would result in the invalidity of the will, should state (1) the number of the pages used upon which the will is written; (2) that the testator signed, or expressly caused another to sign, the will and every page thereof in the presence of the attesting witnesses; and (3) that the attesting witnesses witnessed the signing by the testator of the will and all its pages, and that said witnesses also signed the will and every page thereof in the presence of the testator and of one another.) the aforequoted attestation clause, in contravention of the express requirements of the third paragraph of Article 805 of the Civil Code for attestation clauses, fails to specifically state the fact that the attesting witnesses the testator sign the will and all its pages in their presence and that they, the witnesses, likewise signed the will and every page thereof in the presence of the testator and of each other. ISSUE WON the substantial compliance rule, in A809 (. In the absence of bad faith, forgery, or fraud, or undue and improper pressure and influence, defects and imperfections in the form of attestation or in the language used therein shall not render the will invalid if it is not proved that the will was in fact executed and attested in substantial compliance with all the requirements of article 805") applies in this case HELD No. the absence of that statement required by law is a fatal defect or imperfection which must necessarily result in the disallowance of the will that is here sought to be admitted to probate. The aforestated defect in the attestation clause obviously cannot be characterized as merely involving the form of the will or the language used therein which would warrant the application of the substantial compliance rule, as contemplated in the pertinent provision thereon in the Civil Code (A809) . . . The rule must be limited to disregarding those defects that can be supplied by an examination of the will itself: whether all the pages are consecutively numbered; whether the signatures appear in each and every page; whether the subscribing witnesses are three or the will was notarized. All theses are facts that the will itself can reveal, and defects or even omissions concerning them in the attestation clause can be safely disregarded. But the total number of pages, and whether all persons required to sign did so in the presence of each other must substantially appear in the attestation clause, being the only check against perjury in the probate proceedings. the attestation clause totally omits the fact that the attesting witnesses signed each and every page of the will in the presence of the testator and of each other. In such a situation, the defect is not only in the form or language of the attestation clause but the total absence of a specific element required by Article 805 to be specifically stated in the attestation clause of a will.
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been born in 1876. It is likewise not controverted that herein private respondent Lutgarda Santiago and petitioner Rizalina Gabriel Gonzales are nieces of the deceased, and that private respondent, with her husband and children, lived with the deceased at the latters residence prior and up to the time of her death. -The will itself provides that the testatrix desired to be buried in the Catholic Cemetery of Navotas, Rizal in accordance with the rites of the Roman Catholic Church, all expenses to be paid from her estate; that all her obligations, if any, be paid; that legacies in specified amounts be given to her sister, Praxides Gabriel Vda. de Santiago, her brother Santiago Gabriel, and her nephews and nieces, Benjamin, Salud, Rizalina (herein petitioner), Victoria, Ester, Andres, all surnamed Gabriel, and Evangeline, Rudyardo Rosa, Andrea, Marcial, Numancia, Verena all surnamed Santiago. To herein private respondent Lutgarda Santiago, who was described in the will by the testatrix as "aking mahal na pamangkin na aking pinalaki, inalagaan at minahal na katulad ng isang tunay na anak" and named as universal heir and executor, were bequeathed all properties and estate, real or personal already acquired, or to be acquired, in her testatrix name, after satisfying the expenses, debts and legacies as aforementioned. -The petition was opposed by herein petitioner, assailing the document purporting to be the will of the deceased on the following grounds: 1. that the same is not genuine; and in the alternative 2. that the same was not executed and attested as required by law; 3. that, at the time of the alleged execution of the purported will the decedent lacked testamentary capacity due to old age and sickness; and in the second alternative 4. That the purported will was procured through undue and improper pressure and influence on the part of the principal beneficiary, and/or of some other person for her benefit. -CFI found for Gonzales grounds 3 and 4 and disallowed the probate. -From this judgment of disallowance, Santiago appealed to respondent Court, hence, the only issue decided on appeal was whether or not the will in question was executed and attested as required by law. CA, upon consideration of the evidence adduced by both parties, rendered the decision now under review, holding that the will in question was signed and executed by the deceased Isabel Gabriel on April 15, 1961 in the presence of the three attesting witnesses, Matilde Orobia, Celso Gimpaya and Maria Gimpaya, signing and witnessing the document in the presence of the deceased and of each other as required by law, hence allowed probate. Petitioners MFR denied. -Oppositor Gonzales went to SC contending that CA abused its discretion and/or acted without or in excess of its jurisdiction in reversing the findings of fact and conclusions of the trial court. SC, after deliberating on the petition but without giving due course resolved to require the respondents to comment thereon. Upon consideration of the allegations, the issues raised and the arguments adduced in the petition, as well as the Comment of private respondent thereon, SC denied the petition, the question raised being factual and for insufficient showing that the findings of fact by respondent Court were unsupported by substantial evidence. -Gonzales filed MFR -still raising factual issues. SC gave due course. SC discussed non-disturbance of CAs factual findings but still explained on the merits. ISSUE/S 1. WON credible witnesses meant that before an alleged last will and testament may be admitted to probate, there must be evidence on record that the witness has a good standing in his community, or that he is honest and upright, or reputed to be trustworthy and reliable (as maintained by petitioner) HELD 1. NO Ratio Instrumental witnesses in Order to be competent must be shown to have the qualifications under Article 820 of the Civil Code and none of the disqualifications under Article 821 and for their testimony to be credible, that is worthy of belief and entitled to credence, it is not mandatory that evidence be first established on record that the witnesses have a good standing in the community or that they are honest and upright or reputed to be trustworthy and reliable, for a person is presumed to be such unless the contrary is established otherwise. In other words, the instrumental witnesses must be competent and their testimonies must be credible before the court allows the probate of the will they have attested. Reasoning Petitioner contends that the term "credible" is not synonymous with "competent" for a witness may be competent under Article 820 and 821 of the Civil Code and still not be credible as required by Article 805 of the same Code. It is further urged that the term "credible" as used in the Civil Code should receive the same settled and wellknown meaning it has under the Naturalization Law, the latter being a kindred legislation with the Civil Code provisions on wills with respect to the qualifications of witnesses.
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Under the law, there is no mandatory requirement that the witness testify initially or at any time during the trial as to his good standing in the community, his reputation for trustworthiness and reliableness, his honesty and uprightness in order that his testimony may be believed and accepted by the trial court. It is enough that the qualifications enumerated in Article 820 of the Civil Code are complied with, such that the soundness of his mind can be shown by or deduced from his answers to the questions propounded to him, that his age (18 years or more) is shown from his appearance, testimony , or competently proved otherwise, as well as the fact that he is not blind, deaf or dumb and that he is able to read and write to the satisfaction of the Court, and that he has none of the disqualifications under Article 821 of the Civil Code. Also without merit is petitioner's contention that the term "credible" as used in the Civil Code should be given the same meaning it has under the Naturalization Law where the law is mandatory that the petition for naturalization must be supported by two character witnesses who must prove their good standing in the community, reputation for trustworthiness and reliableness, their honesty and uprightness. The two witnesses in a petition for naturalization are character witnesses in that being citizens of the Philippines, they personally know the petitioner to be a resident of the Philippines for the period of time required by the Act and a person of good repute and morally irreproachable and that said petitioner has in their opinion all the qualifications necessary to become a citizen of the Philippines and is not in any way disqualified under the provisions of the Naturalization Law. In probate proceedings, the instrumental witnesses are not character witnesses for they merely attest the execution of a will or testament and affirm the formalities attendant to said execution.
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-As a general rule, the "date" in a holographic Will should include the day, month, and year of its execution. However, when as in the case at bar, there is no appearance of fraud, bad faith, undue influence and pressure and the authenticity of the Will is established and the only issue is whether or not the date "FEB./61" appearing on the holographic Will is a valid compliance with Article 810 of the Civil Code, probate of the holographic Will should be allowed under the principle of substantial compliance.
KALAW v RELOVA (Yella) SPS AJERO v CA (SAND) 236 SCRA 48800 PUNO; September 15, 1994
NATURE Appeal by certiorari FACTS - In the will, decedent Annie Sand named as devisees, the ff: petitioners Roberto and Thelma Ajero, private respondent Clemente Sand, Meriam S. Arong, Leah Sand, Lilia Sand, Edgar Sand, Fe Sand, Lisa S. Sand, and Dr. Jose Ajero, Sr., and their children. - Petitioners instituted Sp. Proc. No. Q-37171, for allowance of decedent's holographic will. They alleged that at the time of its execution, she was of sound and disposing mind, not acting under duress, fraud or undue influence, and was in every respect capacitated to dispose of her estate by will. - Clemente Sand opposed the petition on the grounds that: neither the testament's body nor the signature therein was in decedent's handwriting; it contained alterations and corrections which were not duly signed by decedent; and, the will was procured by petitioners through improper pressure and undue influence. The petition was likewise opposed by Dr. Jose Ajero. He contested the disposition in the will of a house and lot located in Cabadbaran, Agusan Del Norte. He claimed that said property could not be conveyed by decedent in its entirety, as she was not its sole owner. - RTC admitted the decedent's holographic will to probate. It ruled: Considering then that the probate proceedings herein must decide only the question of identity of the will, its due execution and the testamentary capacity of the testatrix, this probate court finds no reason at all for the disallowance of the will for its failure to comply with the formalities prescribed by law nor for lack of testamentary capacity of the testatrix. - On appeal CA reversed RTC decision and dismissed petition for probate of decedent's will. It ruled: The holographic will fails to meet the requirements for its validity. The decedent did not comply with A813 and A814 of NCC.3 Hence, this appeal. ISSUE WON CA erred in dismissing the petition for probate of decedent's will HELD YES - In a petition to admit a holographic will to probate, the only issues to be resolved are: (1) whether the instrument submitted is, indeed, the decedent's last will and testament; (2) whether said will was executed in accordance with the formalities prescribed by law; (3) whether the decedent had the necessary testamentary capacity at the time the will was executed; and, (4) whether the execution of the will and its signing were the voluntary acts of the decedent. - Therefore, it was erroneous for the CA to hold that: Since the holographic will of Anne Sand was not executed in accordance with the formalities prescribed by law, and that A813 and A814 NCC were not complied with, the probate of said will is disallowed.
Art. 813: When a number of dispositions appearing in a holographic will are signed without being dated, and the last disposition has a signature and date, such date validates the dispositions preceding it, whatever be the time of prior dispositions. Art. 814: In case of insertion, cancellation, erasure or alteration in a holographic will, the testator must authenticate the same by his full signature.
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- In the case of holographic wills, what assures authenticity is the requirement that they be totally autographic or handwritten by the testator himself, as provided under A810 of NCC. Failure to strictly observe other formalities will not result in the disallowance of a holographic will that is unquestionably handwritten by the testator. - If the testator fails to sign and date some of the dispositions, the result is that these dispositions cannot be effectuated. Such failure, however, does not render the whole testament void. - In fact, a holographic will can still be admitted to probate, notwithstanding non-compliance with the provisions of A814. (Kalaw vs. Relova) - Unless the unauthenticated alterations, cancellations or insertions were made on the date of the holographic will or on testator's signature, their presence does not invalidate the will itself. The lack of authentication will only result in disallowance of such changes. - As a general rule, courts in probate proceedings are limited to pass only upon the extrinsic validity of the will sought to be probated. However, in exceptional instances, courts are not powerless to do what the situation constrains them to do, and pass upon certain provisions of the will.
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Question: May a holographic will be probated upon the testimony of witnesses who have allegedly seen it and who declare that it was in the handwriting of the testator? No. The courts will not distribute the property of the deceased in accordance with his holographic will, unless they are shown his handwriting and signature. The execution and the contents of a lost or destroyed holographic will may not be proved by the bare testimony of witnesses who have seen and/or read such will. The loss of the holographic will entails the loss of the only medium of proof; if the ordinary will is lost, the subscribing witnesses are available to authenticate. In the case of holographic wills, if oral testimony were admissible only one man could engineer the whole fraud this way: after making a clever or passable imitation of the handwriting and signature of the deceased, he may contrive to let three honest and credible witnesses see and read the forgery; and the latter, having no interest, could easily fall for it, and in court they would in all good faith affirm its genuineness and authenticity. The will having been lost - the forger may have purposely destroyed it in an "accident" - the oppositors have no way to expose the trick and the error, because the document itself is not at hand. And considering that the holographic will may consist of two or three pages, and only one of them need be signed, the substitution of the unsigned pages, which may be the most important ones, may go undetected.
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AZAOLA v SINGSON 109 PHIL 102 REYES, J.B.L.; August 5, 1960
NATURE An appeal from a judgment of the Court of First Instance of Rizal. FACTS - This case involves the determination of the quantity of evidence required for the probate of a holographic will. - September 9, 1957: Fortunata S. Vda. de Yance died; Francisco Azaola, petitioner herein for probate, submitted the said holographic will whereby Maria Alilagros Azaola was made the sole heir as against the nephew of the deceased Cesario Singson (respondent). - Francisco Azaola testified that he saw the holographic will a month, more or less, before the death of the testatrix, as the same was handed to him and his wife; he also testified that he recognized all the signatures appearing in the holographic will as the handwriting of the testatrix. - Additional evidence: residence certificates to show the signatures of the testatrix for comparison purposes. Azaola testified that the penmanship appearing in the said documentary evidence is in the handwriting of the testatrix as well as the signatures appearing therein are the signatures of the testatrix (as contained in the stenographic notes). - The probate was denied on the ground that under Article 811 of the Civil Code, the proponent must present three witnesses who could declare that the will and the signature are in the writing of the testatrix, the probate being contested. The lone witness presented by the proponent "did not prove sufficiently that the body of the will was written in the handwriting of the testatrix. ISSUE WON three witnesses are necessary to establish the handwriting/ signature contained in a will. HELD NO Ratio Where the will is holographic, no witnesses need to be present (Art. 10), and the rule requiring production of three witnesses must be deemed merely permissive if absurd results are to be avoided. The rule of the first paragraph of Article 811 of the Civil Code is merely directory and is not mandatory. Reasoning Art. 811, Civil Code In the probate of a holographic will, it shall be necessary that at least one witness who knows the handwriting and signature of the testator explicitly declare that the will and the signature are in the handwriting of the testator. If the will is contested, at least three of such witnesses shall be required. In the absence of any competent witness referred to in the preceding paragraph, and if the court deems it necessary, expert testimony may be resorted to. - Since the authenticity of the will was not contested, the proponent was not required to produce more than one witness. Even if the genuineness of the holographic will were contested, the Court is of the opinion that Article 811 of our present Civil Code can not be interpreted as to require the compulsory presentation of three witnesses to identify the handwriting of the testator, under penalty of having the probate denied. - Since no witness may have been present at the execution of a holographic will (none being required by law) the existence of witnesses possessing the requisite qualifications is a matter beyond the control of the proponent. For it is not merely a question of finding and producing any three witnesses; they must be witnesses "who know the handwriting and signature of the testator" and who can declare truthfully "that the will and the signature are in the handwriting of the testator." - Compliance with the rule of paragraph 1 of Article 811 may even be impossible. This is evidently the reason for the second paragraph of Art. 811. The law foresees the possibility that no qualified witness may be found (or may refuse to testify), and provides for resort to expert evidence to supply the deficiency. - The requirement can be considered mandatory only in the case of ordinary testaments, precisely because the presence of at least three witnesses at the execution of ordinary wills is made by law essential to their validity. - The resort to expert evidence is conditioned by the words "if the Court deem it necessary", which reveal that what the law deems essential is that the Court should be convinced of the will's authenticity. Where the prescribed number of
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witnesses is produced and the court is convinced by their testimony that the will is genuine, it may consider it unnecessary to call for expert evidence. And because the law leaves it to the trial court to decide if experts are still needed, no unfavorable inference can be drawn from a party's failure to offer expert evidence, until and unless the court expresses dissatisfaction with the testimony of the lay witnesses.
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-Not all the witnesses presented by the respondents testified explicitly that they were familiar with the handwriting of the testator. Even the three witnesses from whose witnesses CA relied seem unreliable. (1) Ms. Matilde Ramonal Binanay, merely testified that she was familiar with her aunts signature. She did not declare that she saw the deceased sign a document or write a note. What she saw were pre-prepared receipts and letters of the deceased, which she either mailed or gave to her tenants. Further, during the cross-examination, the counsel for petitioners elicited the fact that the will was not found in the personal belongings of the deceased but was in the possession of Ms. Binanay. She testified that she took it from the aparador of her deceased mother, so she could seek advice from a lawyer. She kept the fact about the will from petitioners, the legally adopted children of the deceased. Such actions put in issue her motive of keeping the will a secret to petitioners and revealing it only after the death of Matilde Seo Vda. de Ramonal. (2) Evangeline Calugay, the deceaseds adoptee, gives as her only reason as to why she was familiar with the handwriting of the deceased, the fact that she lived with her since birth. She never declared that she saw the deceased write a note or sign a document. (3) The former lawyer of the deceased, Fiscal Waga, was not definite whether the signatures in the holographic will were that of Matilde vda de Ramonal. He was merely supposing that it seems to be her signature because it is similar to the signature of the project of partition he prepared. -Ajero vs. Court of Appeals: the object of the solemnities surrounding the execution of wills is to close the door against bad faith and fraud, to avoid substitution of wills and testaments and to guaranty their truth and authenticity. Therefore, the laws on this subject should be interpreted in such a way as to attain these primordial ends. But, on the other hand, also one must not lose sight of the fact that it is not the object of the law to restrain and curtail the exercise of the right to make a will. We cannot eliminate the possibility of a false document being adjudged as the will of the testator, which is why if the holographic will is contested, that law requires three witnesses to declare that the will was in the handwriting of the deceased. -In this case, the will was found not in the personal belongings of the deceased but with one of the respondents, who kept it even before the death of the deceased. In the testimony of Ms. Binanay, she revealed that the will was in her possession as early as 1985, or five years before the death of the deceased. There was no opportunity for an expert to compare the signature and the handwriting of the deceased with other documents signed and executed by her during her lifetime. The only chance at comparison was during the crossexamination of Ms. Binanay when the lawyer of petitioners asked Ms. Binanay to compare the documents which contained the signature of the deceased with that of the holographic will and she is not a handwriting expert. Even the former lawyer of the deceased expressed doubts as to the authenticity of the signature in the holographic will. -A visual examination of the holographic will convince us that the strokes are different when compared with other documents written by the testator. The signature of the testator in some of the disposition is not readable. There were uneven strokes, retracing and erasures on the will. Comparing the signature in the holographic will dated August 30, 1978, and the signatures in several documents such as the application letter for pasture permit dated December 30, 1980, and a letter dated June 16, 1978, the strokes are different. In the letters, there are continuous flows of the strokes, evidencing that there is no hesitation in writing unlike that of the holographic will. We, therefore, cannot be certain that the holographic will was in the handwriting by the deceased.
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ISSUES 1. WON the will of the deceased Josefa Zalamea, was executed with all the solemnities required by the law. 2. WON the court below erred in admitting the will to probate notwithstanding the omission of the proponent to produce one of the attesting witnesses. 3. WON the court below erred in admitting the inventory to probate despite the fact that this exhibit has no attestation clause in it, and its paging is made in Arabic numerals and not in letters. HELD 1. YES. The attesting witnesses, Eugenio Zalamea and Gonzalo Abaya, clearly testify that together with the other witness to the will, Pedro de Jesus, they did sign each and every page of the will and of the inventory in the presence of each other and of the testatrix, as the latter did likewise sign all the pages of the will and of the inventory in their presence. - Appellants intimate that one of the pages of the will was not signed by the testatrix, nor by the witnesses on the day of the execution of the will basing their contention on the testimony of Aurelio Palileo, who says that on one occasion Gonzalo Abaya told him that one of the pages of the will had not been signed by the witnesses, nor by the testatrix. Palileo's testimony is entirely contradicted by Gonzalo Abaya not only in the direct, but in the rebuttal, evidence as well. Palileo's testimony cannot prevail over that of the attesting witnesses, Gonzalo Avaya and Eugenio Zalamea. 2. NO. At the trial of this case the attorneys for the proponent stated to the court that they had necessarily to omit the testimony of Pedro de Jesus, one of the persons who appear to have witnessed the execution of the will, for there were reasonable grounds to believe that said witness was openly hostile to the proponent, inasmuch as since the announcement of the trial of the petition for the probate of the will, said witness has been in frequent communication with the contestants and their attorney, and has refused to hold any conference with the attorneys for the proponent. - The trial court found that the evidence introduced by the proponent, consisting of the testimony of the two attesting witnesses and the other witness who was present at the execution, and had charge of the preparation of the will and the inventory was sufficient. - Cabang vs. Delfinado: the general rule is that, where opposition is made to the probate of a will, the attesting witnesses must be produced. But there are exceptions to this rule, for instance, 1when a witness is dead, or 2cannot be served with process of the court, or 3his reputation for truth has been questioned or 4he appears hostile to the cause of the proponent. In such cases, the will may be admitted to probate without the testimony of said witness, if, upon the other proofs adduced in the case, the court is satisfied that the will has been duly executed. - But supposing that said witness, when cited, had testified adversely to the application, this would not by itself have change the result reached by the court a quo, for section 632 of the Code of Civil Procedure provides that a will can be admitted to probate, notwithstanding that one or more witnesses do not remember having attested it, provided the court is satisfied upon the evidence adduced that the will has been executed and signed in the manner prescribed by the law. 3. NO. In the third paragraph of the will, reference is made to the inventory, and at the bottom of said will, the testatrix Josefa Zalamea says: In witness whereof, I sign this will composed of ten folios including the page containing the signatures and the attestation of the witnesses; I have likewise signed the inventory attached to this will composed of ten folios in the presence of Messrs. Gonzalo Abaya, Eugenio Zalamea, Pedro de Jesus, in this municipality of Pagsanjan, Laguna, Philippine Islands, this 19th of July, 1918. And the attestation clause is as follows:
The foregoing will composed of ten folios including this one whereunto we have affixed our signatures, as well as the inventory of the properties of Doa Josefa Zalamea y Abella, was read to Doa Josefa Zalamea y Abella, and the latter affixed her name to the last, and each and every page of this will and inventory composed of ten folios in our presence; and she declared this to be her last will and testament and at her request we have affixed hereunto our respective signatures in her presence and in the presence of each other as witnesses to the will and the inventory this 19th of July, 1918, at Pagsanjan, Laguna, P.I. (Sgd.) GONZALO ABAYA, EUGENIO ZALAMEA, PEDRO DE JESUS.
- In view of the fact that the inventory is referred to in the will as an integral part of it, the Court found that the foregoing attestation clause is in compliance with section 1 of Act No. 2645, which requires this solemnity for the validity of a will, and makes unnecessary any other attestation clause at the end of the inventory. - As to the paging of the will in Arabic numerals, instead of in letters, the Court adhered to the doctrine announced in the case of Aldaba vs. Roque where the will was assailed on the ground that its folios were paged with the letters A, B, C, etc., instead of with the letters "one," two," "three," etc. It was held that this way of numbering the pages of a will is in
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compliance with the spirit of the law, inasmuch as either one of these methods indicates the correlation of the pages and serves to prevent the abstraction of any of them. - In the course of the decision, the Court said: "It might be said that the object of the law in requiring that the paging be made in letters is to make falsification more difficult, but it should be noted that since all the pages of the testament are signed at the margin by the testatrix and the witnesses, the difficulty of forging the signatures in either case remains the same. In other words the more or less degree of facility to imitate the writing of the letters A, B, C, etc., does not make for the easiness to forge the signatures. - Abangan vs. Abangan: The object of the solemnities surrounding the execution of wills is to close the door against bad faith and fraud, to avoid substitution of wills and testaments and to guaranty their truth and authenticity. Therefore the laws on this subject should be interpreted in such a way as to attain these primordial ends. But, on the other hand, also one must not lose sight of the fact that it is not the object of the law to restrain and curtail the exercise of the right to make a will. So when an interpretation whatsoever, that adds nothing but demands more requisites entirely unnecessary, useless, and frustrative of the testator's last will, must be disregarded. - In that case the testament was written on one page, and the attestation clause on another. Neither one of these pages was numbered in any way, and it was held: "In a will consisting of two sheets the first of which contains all the testamentary dispositions and is signed at the bottom by the testator and three witnesses, and the second contains only the attestation clause and is signed also at the bottom by the three witnesses it is not necessary that both sheets be further signed on their margins by the testator and the witnesses, or be paged." - This means that, according to the particular case, the omission of paging does not necessarily render the testament invalid. - The law provides that the numbering of the pages should be in letters placed on the upper part of the sheet, but if the paging should be placed in the lower part, would the testament be void for this sole reason? The Court believes not. The law also provides that the testator and the witnesses must sign the left margin of each of the sheets of the testament; but if they should sign on the right margin, would this fact also annul the testament? Evidently not. - Avera vs. Garcia and Rodriguez: "It is true that the statute says that the testator and the instrumental witnesses shall sign their names on the left margin of each and every page; and it is undeniable that the general doctrine is to the effect that all statutory requirements as to the execution of wills must be fully complied with." "Still some details at time creep into legislative enactments which are so trivial that it would be absurd to suppose that the Legislature could have attached any decisive importance to them. The provision to the effect that the signatures of the testator and witnesses shall be written on the left margin of each page rather than on the margin seems to be of this character. So far as concerns the authentication of the will, and of every part thereof, it can make no possible difference whether the names appear on the left or on the right margin, provided they are on one or the other." - The Court said that it does not desire to intimate that the numbering in letters is a requisite of no importance. But since its principal object is to give the correlation of the pages, it held that his object may be attained by writing one, two, three, etc., as well as by writing A, B, C, etc. It saw no reason why the same rule should not be applied where the paging is in Arabic numerals, instead of in letters, as in the inventory in question.
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