Cases 01
Cases 01
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unconscionably small for the properties, there was likelihood that a case
[G.R. No. L-26615. April 30, 1970.] for annulment might be filed against the estate or heirs of Alfonso Precilla.
And the administratrix being the widow and heir of the alleged transferee,
REV. FATHER LUCIO V. GARCIA, ANTONIO JESUS DE PRAGA, MARIA cannot be expected to sue herself in an action to recover property that may
NATIVIDAD DE JESUS AND DR. JAIME ROSARIO, Petitioners, v. HON. turn out to belong to the estate. This, plus her conduct in securing new
CONRADO M. VASQUEZ, as Judge of the Court of First Instance of Manila, copies of the owner’s duplicate of titles without the court’s knowledge and
Branch and CONSUELO GONZALES VDA. DE PRECILLA, Respondents. authority and having the contract bind the land through issuance of new
titles in her husband’s name, cannot but expose her to the charge of
[G.R. No. L-26884. April 30, 1970.] unfitness or unsuitability to discharge the trust, justifying her removal from
the administration of the estate.
REV. FATHER LUCIO V. GARCIA, ANTONIO JESUS DE PRAGA, MARIA
NATIVIDAD DE JESUS AND DR. JAIME ROSARIO, Petitioners, v. HON. 6. REMEDIAL LAW; NOTICE OF LIS PENDENS; ACTION MUST AFFECT "THE
CONRADO M. VASQUEZ, as Judge of the Court of First Instance of Manila, TITLE OR THE RIGHT OF POSSESSION OF REAL PROPERTY." — On the matter
Branch V, REGISTER OF DEEDS OF MANILA, and CONSUELO GONZALES of lis pendens, the provisions of the Rules of Court are clear: notice of the
VDA. DE PRECILLA, Respondents. pendency of an action may be recorded in the office of the register of deeds
of the province in which the property is situated, if the action affects "the
[G.R. No. L-27200. April 30, 1970.] title or the right of possession of (such) real property."cralaw virtua1aw
library
TESTATE ESTATE OF GLICERIA A. DEL ROSARIO, deceased CONSUELO S.
GONZALES VDA. DE PRECILLA, petitioner administratrix, v. SEVERINA 7. ID.; ID.; ID.; NOT APPLICABLE TO INSTANT CASE.— The issue in
NARCISO, ROSA NARCISO, JOSEFINA NARCISO, VICENTE MAURICIO, DELFIN controversy here is simply the fitness or unfitness of said special
MAURICIO, REMEDIOS NARCISO, ENCARNACION, NARCISO, MARIA administratrix to continue holding the trust, it does not involve or affect at
NARCISO, EDUARDO NARCISO, FR. LUCIO V. GARCIA, ANTONIO JESUS DE all the title to, or possession of, the properties covered by TCT Nos. 81735,
PRAGA, MARIA NATIVIDAD DE JESUS, DR. JAIME DEL ROSARIO, ET AL., 81736 and 81737. Clearly, the pendency of such case (L-26615) is not an
NATIVIDAD DEL ROSARIO-SARMIENTO and PASCUALA NARCISO- action that can properly be annotated in the record of the titles to the
MANAHAN, Oppositors-Appellants. properties.
DECISION
SYLLABUS
Page 1 of 28
fifth civil degree. The oppositions invariably charged that the instrument contained in one page does not render the latter invalid; that, the erasures
executed in 1960 was not intended by the deceased to be her true will; that and alterations in the instrument were insignificant to warrant rejection;
the signatures of the deceased appearing in the will was procured through that the inconsistencies in the testimonies of the instrumental witnesses
undue and improper pressure and influence the part of the beneficiaries which were noted by the oppositors are even indicative of their
and/or other persons; that the testatrix did not know the object of her truthfulness. The probate court, also considering that petitioner had
bounty; that the instrument itself reveals irregularities in its execution, and already shown capacity to administer the properties of the estate and that
that the formalities required by law for such execution have not been from the provisions of the will she stands as the person most concerned
complied with. and interested therein, appointed said petitioner regular administratrix
with a bond for P50,000.00. From this order all the oppositors appealed,
Oppositor Lucio V. Garcia, who also presented for probate the 1956 will of the case being docketed in this Court as G.R. No. L-27200.
the deceased, joined the group of Dr. Jaime Rosario in registering
opposition to the appointment of petitioner Consuelo S. Gonzales Vda. de Then, on 13 September 1966, the probate court resolved the oppositors’
Precilla as special administratrix, on the ground that the latter possesses motion of 14 December 1965 for the removal of the then special
interest adverse to the estate. After the parties were duly heard, the administratrix, as follows:jgc:chanrobles.com.ph
probate court, in its order of 2 October 1965, granted petitioner’s prayer
and appointed her special administratrix of the estate upon a bond for "It would seem that the main purpose of the motion to remove the special
P30,000.00. The order was premised on the fact the petitioner was administratrix and to appoint another one in her stead, is in order that an
managing the properties belonging to the estate even during the lifetime action may be filed against the special administratrix for the annulment of
of the deceased, and to appoint another person as administrator or co the deed of sale executed by the decedent on January 10, 1961. Under
administrator at that stage of the proceeding would only result in further existing documents, the properties sold pursuant to the said deed of
confusion and difficulties. absolute sale no longer forms part of the estate. The alleged conflict of
interest is accordingly not between different claimants of the same estate.
On 30 September 1965, oppositors Jaime Rosario, Et. Al. filed with the If it is desired by the movants that an action be filed by them to annul the
probate court an urgent motion to require the Hongkong & Shanghai Bank aforesaid deed absolute sale, it is not necessary that the special
to report all withdrawals made against the funds of the deceased after 2 administratrix be removed and that another one be appointed to file such
September 1965. The court denied this motion on 22 October 1965 for action. Such a course of action would only produce confusion and
being premature, it being unaware that such deposit in the name of the difficulties in the settlement of the estate. The movants may file the
deceased existed. 1 aforesaid proceedings, preferably in an independent action, to secure the
nullity of the deed of absolute even without leave of this court:"
On 14 December 1965, the same sets of oppositors, Dr. Jaime Rosario and
children, Antonio Jesus de Praga, Natividad de Jesus and Fr. Lucio V. Garcia, As regard the motion of 17 December 1965 asking for the deposit in court
petitioned the court for the immediate removal of the special of the titles in the name of the decedent, the same was also denied, for the
administratrix. It was their claim that the special administratrix and her reason that if the movants were referring to the old titles, they could no
deceased husband, Alfonso Precilla, 2 had caused Gliceria A. del Rosario to longer be produced, and if they meant the new duplicate copies thereof
execute a simulated and fraudulent deed of absolute sale dated 10 January that were issued at the instance of the special administratrix, there would
1961 allegedly conveying unto said spouses for the paltry sum of be no necessity therefor, because they were already cancelled and other
P30,000.00 ownership of 3 parcels of land and the improvements thereon certificates were issued in the name of Alfonso Precilla. This order
located on Quiapo and San Nicolas, Manila, with a total assessed value of precipitated the oppositors’ filing in this Court of a petition for mandamus
P334,050.00. Oppositors contended that since it is the duty of the (G.R. No. L-26615, Rev. Fr. Lucio V. Garcia, Et. Al. v. Hon. Judge Conrado M.
administrator to protect and conserve the properties of the estate, and it Vasquez, Et. Al.), which was given due course on 6 October 1966.
may become necessary that, an action for the annulment of the deed of
sale land for recovery of the aforementioned parcels of land be filed against On 15 December 1965, with that motion for removal pending in the court,
the special administratrix, as wife and heir of Alfonso Precilla, the removal the oppositors requested the Register of Deeds of Manila to annotate a
of the said administratrix was imperative. notice of lis pendens in the records of TCT Nos. 81735, 81736, and 81737
in the name of Alfonso Precilla. And when said official refused to do so,
On 17 December 1965, the same oppositors prayed the court for an order they applied to the probate court (in Sp. Proc. No. 62618) for an order to
directing the Special Administratrix to deposit with the Clerk of Court all compel the Register of Deeds to annotate a lis pendens notice in the
certificates of title belonging to the estate. It was alleged that on 22 aforementioned titles contending that the matter of removal and
October 1965, or after her appointment, petitioner Consuelo Gonzales appointment of the administratrix, involving TCT Nos. 81735, 81736, and
Vda. de Precilla, in her capacity as special administratrix of the estate of the 81737, was already before the Supreme Court. Upon denial of this motion
deceased Gliceria A. del Rosario, filed with Branch IV of the Court of First on 12 November 1966, oppositors filed another mandamus action, this
Instance of Manila a motion for the issuance of new copies of the owner’s time against the probate court and the Register of Deeds. The case was
duplicates of certain certificates of title in the name of Gliceria del Rosario, docketed and given due course in this Court as G.R. No. L-26864.
supposedly needed by her "in the preparation of the inventory" of the
properties constituting the estate. The motion having been granted, new Foremost of the questions to be determined here concerns the correctness
copies of the owner’s duplicates of certificates appearing the name of of the order allowing the probate of the 1960 will.
Gliceria del Rosario (among which were TCT Nos. 66201, 66202 and 66204)
were issued on 15 November 1965. On 8 December 1965, according to the The records of the probate proceeding fully establish the fact that the
oppositors, the same special administratrix presented to the Register of testatrix, Gliceria A. del Rosario, during her lifetime, executed two wills: one
Deeds the deed of sale involving properties covered by TCT Nos. 66201, on 9 June 1956 consisting of 12 pages and written in Spanish, a language
66202 and 66204 supposedly executed by Gliceria del Rosario on 10 that she knew and spoke, witnessed by Messrs. Antonio Cabrera, Jesus Y.
January 1961 in favor of Alfonso Precilla, and, in consequence, said Ayala and Valentin Marquez, and acknowledged before notary public Jose
certificates of title were cancelled and new certificates (Nos. 81735, 81736 Ayala; and another dated 29 December 1960, consisting of 1 page and
and 81737) were issued in the name of Alfonso Precilla, married to written in Tagalog, witnessed by Messrs. Vicente Rosales, Francisco
Consuelo S. Gonzales y Narciso. Decena, and Francisco Lopez and acknowledged before notary public
Remigio M. Tividad.
On 25 August 1966, the Court issued an order admitting to probate the
1960 will of Gliceria A. del Rosario (Exhibit "D"). In declaring the due Called to testify on the due execution of the 1960 will, instrumental
execution of the will, the probate court took note that no evidence had witnesses Decena, Lopez and Rosales uniformly declared that they were
been presented to establish that the testatrix was not of sound mind when individually requested by Alfonso Precilla (the late husband of petitioner
the will was executed; that the fact that she had prepared an earlier will special administratrix) to witness the execution of the last will of Doña
did not, prevent her from executing another one thereafter; that the fact Gliceria A. del Rosario; that they arrived at the house of the old lady at No.
that the 1956 will consisted of 12 pages whereas the 1960 testament was 2074 Azcarraga, Manila, one after the other, in the afternoon of 29
Page 2 of 28
December 1960; that the testatrix at the time was apparently of clear and uncorrected, thereby indicating that execution thereof must have been
sound mind, although she was being aided by Precilla when she walked; 3 characterized by haste. It is difficult to understand that so important a
that the will, which was already prepared, was first read "silently" by the document containing the final disposition of one’s worldly possessions
testatrix herself before she signed it; 4 that he three witnesses thereafter should be embodied in an informal and untidily written instrument; or that
signed the will in the presence of the testatrix and the notary public and of the glaring spelling errors should have escaped her notice if she had
one another. There is also testimony that after the testatrix and the actually retained the ability to read the purported will and had done so. The
witnesses to the will acknowledged the instrument to be their voluntary record is thus convincing that the supposed testatrix could not have
act and deed, the notary public asked for their respective residence physically read or understood the alleged testament, Exhibit "D", and that
certificates which were handed to him by Alfonso Precilla, clipped together; its admission to probate was erroneous and should be reversed.
5 that after comparing them with the numbers already written on the will,
the notary public filled in the blanks in the instrument with the date, 29 That Doña Gliceria should be able to greet her guests on her birthday,
January 1960, before he affixed his signature and seal thereto. 6 They also arrange flowers and attend to kitchen tasks shortly prior to the alleged
testified that on that occasion no pressure or influence has been exerted execution of the testament Exhibit "D", as appears from the photographs,
by any person upon the testatrix to execute the will. Exhibits "E" to "E-1", in no way proves; that she was able to read a closely
typed page, since the acts shown do not require vision at close range. It
Of course, the interest and active participation of Alfonso Precilla in the must be remembered that with the natural lenses removed, her eyes had
signing of this 1960 will are evident from the records. The will appeared to lost the power of adjustment to near vision, the substituted glass lenses
have been prepared by one who is not conversant with the spelling of being rigid and uncontrollable by her. Neither is the signing of checks
Tagalog words, and it has been shown that Alfonso Precilla is a Cebuano (Exhibits "G" to "G-3") by her indicative of ability to see at normal reading
who speaks Tagalog with a Visayan accent. 7 The witnesses to the will, two distances. Writing or signing of one’s name, when sufficiently practiced,
of whom are fellow Visayans, 8 admitted their relationship or closeness to becomes automatic, so that one need only to have a rough indication of
Precilla. 9 It was Precilla who instructed them to go to the house of Gliceria the place where the signature is to be affixed in order to be able to write
del Rosario on 29 December 1960 to witness an important document, 10 it. Indeed, a close examination of the checks, amplified in the photograph,
and who took their residence certificates from them a few days before the Exhibit "O", et seq., reinforces the contention of oppositors that the alleged
will was signed. 11 Precilla had met the notary public and witnesses Rosales testatrix could not see at normal reading distance: the signatures in the
and Lopez at the door of the residence of the old woman; he ushered them checks are written far above the printed base, lines, and the names of the
to the room at the second floor where the signing of the document took payees as well as the amounts written do not appear to be in the
place; 12 then he fetched witness Decena from the latter’s haberdashery handwriting of the alleged testatrix, being in a much firmer and more fluid
shop a few doors away and brought him to, the house the testatrix. 13 And hand than hers.
when the will was actually executed Precilla was present. 14
Thus, for all intents and purpose of the rules on probate, the deceased
The oppositors-appellants in the present case, however, challenging the Gliceria del Rosario was, as appellant oppositors contend, not unlike a blind
correctness of the probate court’s ruling, maintain that on 29 December testator, and the due execution of her will would have required observance
1960 the eyesight of Gliceria del Rosario was so poor and defective that she of the provisions of Article 808 of the Civil Code.
could not have read the provisions of the will, contrary to the testimonies
of witnesses Decena, Lopez and Rosales. "ART. 808. If the testator is blind, the will shall be read to him twice; once,
by one of the subscribing witnesses, and again, by the notary public before
On this point, we find the declarations in court of Dr. Jesus V. Tamesis very whom the will is acknowledged."cralaw virtua1aw library
material and illuminating. Said ophthalmologist, whose expertise was
admitted by both parties, testified, among other things, that when Doña The rationale behind the requirement of reading the will to the testator if
Gliceria del Rosario saw him for consultation on 11 March 1960 he found he is blind or incapable of reading the will himself (as when he is illiterate),
her left eye to have cataract (opaque lens), 15 and that it was "above 18 is to make the provisions thereof known to him, so that he may be able
normal in pressure", denoting a possible glaucoma, a disease that leads to to object if they are not in accordance with his wishes. That the aim of the
blindness 16 As to the conditions of her right eye, Dr. Tamesis declared: law is to insure that the dispositions of the will are properly communicated
to and understood by the handicapped testator, thus making them truly
[INSERT TSN] 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 his (the testator’s) other
senses. 19
The foregoing testimony of the ophthalmologist who treated the deceased
and, therefore, has first hand knowledge of the actual condition of her
In connection with the will here in question, there is nothing in the records
eyesight from August, 1960 up to 1963, fully establish the fact that
to show that the above requisites have been complied with. Clearly, as
notwithstanding the operation and removal of the cataract in her left eye
already stated, the 1960 will sought to be probated suffers from infirmity
and her being fitted with aphakic lens (used by cataract patients), her vision
that affects its due execution.
remained mainly for viewing distant objects and not for reading print. Thus,
the conclusion is inescapable that with the condition of her eyesight in
We also find merit in the complaint of oppositors Lucio V. Garcia, Et Al.,
August, 1960, and there is no evidence that it had improved by 29
against the denial by the probate court of their petition for the removal of
December 1960, Gliceria del Rosario was incapable f reading, and could not
Consuelo Gonzales Vda. de Precilla as special administratrix of the estate
have read the provisions of the will supposedly signed by her on 29
of the deceased Doña Gliceria (Petition, G.R. No. L-26615, Annex "B").
December 1960. It is worth noting that the instrumental witnesses stated
that she read the instrument "silently" (t.s.n., pages 164-165). which is a
The oppositors’ petition was based allegedly on the existence in the special
conclusion and not a fact.
administratrix of an interest adverse to that of the estate. It was their
contention that through fraud her husband had caused the deceased
Against the background of defective eyesight of the alleged testatrix, the
Gliceria del Rosario to execute a deed of sale, dated 10 January 1961, by
appearance of the will, Exhibit "D", acquires striking significance. Upon its
virtue of which the latter purportedly conveyed unto said Alfonso D.
face, the testamentary provisions, the attestation clause and
Precilla, married to Consuelo Gonzales y Narciso, the ownership of 3
acknowledgment were crammed together into a single sheet of paper, to
parcels of land and the improvements thereon, assessed at P334,050.00,
much so that the words had to be written very close on the top, bottom
for the sum of P30,000.00.
and two sides of the paper, leaving no margin whatsoever; the word "and"
had to be written by the symbol" &", apparently to save on space. Plainly,
In denying the petition, the probate court, in its order of 13 September
the testament was not prepared with any regard for the defective vision of
1966 (Annex "P", Petition) reasoned out that since the properties were
Doña Gliceria. Further, typographical errors like "HULINH" for "HULING"
already sold no longer form part of the estate. The conflict of interest
(last), "Alfonsa" ;or "Alfonso", "MERCRDRS" for MERCEDES", "instrumental"
would not be between the estate and third parties, but among the different
for "Instrumental", and "acknowledged" for "acknowledge’’, remained
Page 3 of 28
claimants of said properties, in which case, according to the court, the appealed order is set aside and the court below is ordered to remove the
participation of the special administratrix in the action for annulment that administratrix, Consuelo Gonzales Vda. de Precilla, and appoint one of the
may be brought would not be necessary. heirs intestate of the deceased Doña Gliceria Avelino del Rosario as special
administrator for the purpose of instituting action on behalf of her estate
The error in this line of reasoning lies in the fact that what was being to recover the properties allegedly sold by her to the late Alfonso D.
questioned was precisely the validity of the conveyance or sale of the Precilla. And in Case G.R. No. L-26864, petition is dismissed. No costs.
properties. In short, if proper, the action for annulment would have to be
undertaken on behalf of the estate by the special administratrix, affecting
as it does the property or rights of the deceased. 20 For the rule is that only
where there is no special proceeding for the settlement of the estate of the
deceased may the legal heirs commence an action arising out of a right
belonging to their ancestor. 21
There is no doubt that to settle the question of the due execution and
validity of the deed of sale, an ordinary and separate action would have to
be instituted, the matter not falling within the competence of the probate
court. 22 Considering the facts then before it, i.e., the alleged deed of sale
having been executed by Gliceria del Rosario on 10 January 1961, when she
was already practically blind; and that the consideration of P30,000.00
seems to be unconscionably small for properties with a total assessed value
of P334,050.00, there was likelihood that a case for annulment might
indeed be filed against the estate or heirs of Alfonso Precilla. And the
administratrix, being the widow and heir of the alleged transferee, cannot
be expected to sue herself in an action to recover property that may turn
out to belong to the estate. 22 Not only this, but the conduct of the special
administratrix in securing new copies of the owner’s duplicates of TCT Nos.
66201, 66202, and 66204, without the court’s knowledge or authority, and
on the pretext that she needed them in the preparation of the inventory of
the estate, when she must have already known by then that the properties
covered therein were already "conveyed" to her husband by the deceased,
being the latter’s successor, and having the contract bind the land through
issuance of new titles in her husband’s name cannot bu t expose her to the
charge of unfitness or unsuitableness to discharge the trust, justifying her
removal from the administration of the estate.
With respect to the orders of the court a quo denying (1) the oppositors’
motion to require the Hongkong and Shanghai Bank to report all
withdrawals made against the funds of the deceased after 2 September
1965 and (2) the motion for annotation of a lis pendens notice on TCT Nos.
81735, 81736 and 81737, the same are to be affirmed.
The probate court pointed out in its order of 22 October 1965 (Annex "H")
that it could not have taken action on the complaint against the alleged
withdrawals from the bank deposits of the deceased, because as of that
time the court had not yet been apprised that such deposits exist.
Furthermore, as explained by the special administratrix in her pleading of
30 October 1965, the withdrawals referred to by the oppositors could be
those covered by checks issued in the name of Gliceria del Rosario during
her lifetime but cleared only after her death. That explanation, which not
only appears plausible but has not been rebutted by the petitioners-
oppositors, negates any charge of grave abuse in connection with the
issuance of the order here in question.
On the matter of lis pendens (G.R. No. L-26864), the provisions of the Rules
of Court are clear: notice of the pendency of an action may be recorded in
the office of the register of deeds of the province in which the property is
situated, if the action affects "the title or the right of possession of (such)
real property." 23 In the case at bar, the pending action which oppositors
seek to annotate in the records of TCT Nos. 81735, 81736, and 81737 is the
mandamus proceeding filed in this Court (G.R. No. L-26615). As previously
discussed in this opinion, however, that case is concerned merely with the
correctness of the denial by the probate court of the motion for the
removal of Consuelo Gonzales Vda. de Precilla as special administratrix of
the estate of the late Gliceria del Rosario. In short, the issue in controversy
there is simply the fitness or unfitness of said special administratrix to
continue holding the trust; it does not involve or affect at all the title to, or
possession of, the properties covered by said TCT Nos. 81735, 81736 and
81737. Clearly, the pendency of such case (L-26615) is not an action that
can properly be annotated in the record of the titles to the properties.
FOR THE FOREGOING REASONS, the order of the court below allowing to
probate the alleged 1960 will of Gliceria A. del Rosario is hereby reversed
and set aside. The petition in G.R. No. L-26615 being meritorious, the
Page 4 of 28
G.R. No. 74695 September 14, 1993 On 11 April 1986, the Court of Appeals rendered the decision under review
with the following findings: that Brigido Alvarado was not blind at the time
his last will and codicil were executed; that assuming his blindness, the
In the Matter of the Probate of the Last Will and Testament of the
reading requirement of Art. 808 was substantially complied with when
Deceased Brigido Alvarado, CESAR ALVARADO, Petitioner, vs. HON. RAMON
both documents were read aloud to the testator with each of the three
G. GAVIOLA, JR., Presiding Justice, HON. MA. ROSARIO QUETULIO LOSA and
instrumental witnesses and the notary public following the reading with
HON. LEONOR INES LUCIANO, Associate Justices, Intermediate Appellate
their respective copies of the instruments. The appellate court then
Court, First Division (Civil Cases), and BAYANI MA. RINO, Respondents.
concluded that although Art. 808 was not followed to the letter, there was
substantial compliance since its purpose of making known to the testator
BELLOSILLO, J.: the contents of the drafted will was
served.chanroblesvirtualawlibrarychanrobles virtual law library
Before us is an appeal from the Decision dated 11 April 1986 1 of the First
Civil Cases Division of the then Intermediate Appellate Court, now Court of The issues now before us can be stated thus: Was Brigido Alvarado blind
Appeals, which affirmed the Order dated 27 June 19832 of the Regional for purpose of Art, 808 at the time his "Huling Habilin" and its codicil were
Trial Court of Sta. Cruz, Laguna, admitting to probate the last will and executed? If so, was the double-reading requirement of said article
testament 3 with codicil 4 of the late Brigido complied with?chanrobles virtual law library
Alvarado.chanroblesvirtualawlibrarychanrobles virtual law library
Regarding the first issue, there is no dispute on the following facts: Brigido
On 5 November 1977, the 79-year old Brigido Alvarado executed a notarial Alvarado was not totally blind at the time the will and codicil were
will entitled "Huling Habilin" wherein he disinherited an illegitimate son executed. However, his vision on both eyes was only of "counting fingers
(petitioner) and expressly revoked a previously executed holographic will at three (3) feet" by reason of the glaucoma which he had been suffering
at the time awaiting probate before Branch 4 of the Regional Trial Court of from for several years and even prior to his first consultation with an eye
sta. Cruz, Laguna.chanroblesvirtualawlibrarychanrobles virtual law library specialist on
14 December 1977.chanroblesvirtualawlibrarychanrobles virtual law
As testified to by the three instrumental witnesses, the notary public and library
by private respondent who were present at the execution, the testator did
not read the final draft of the will himself. Instead, private respondent, as The point of dispute is whether the foregoing circumstances would qualify
the lawyer who drafted the eight-paged document, read the same aloud in Brigido as a "blind" testator under Art. 808 which reads:
the presence of the testator, the three instrumental witnesses and the
notary public. The latter four followed the reading with their own
Art. 808. If the testator is blind, the will shall be read to him twice; once, by
respective copies previously furnished
one of the subscribing witnesses, and again, by the notary public before
them.chanroblesvirtualawlibrarychanrobles virtual law library
whom the will is acknowledged.
Page 5 of 28
Clear from the foregoing is that Art. 808 applies not only to blind testators was read to him (those which he affirmed were in accordance with his
but also to those who, for one reason or another, are "incapable of reading instructions), were the terms actually appearing on the typewritten
the(ir) will(s)." Since Brigido Alvarado was incapable of reading the final documents. This is especially true when we consider the fact that the three
drafts of his will and codicil on the separate occasions of their execution instrumental witnesses were persons known to the testator, one being his
due to his "poor," "defective," or "blurred" vision, there can be no other physician (Dr. Evidente) and another (Potenciano C. Ranieses) being known
course for us but to conclude that Brigido Alvarado comes within the scope to him since childhood.chanroblesvirtualawlibrarychanrobles virtual law
of the term "blind" as it is used in Art. 808. Unless the contents were read library
to him, he had no way of ascertaining whether or not the lawyer who
drafted the will and codicil did so confortably with his instructions. Hence,
The spirit behind the law was served though the letter was not. Although
to consider his will as validly executed and entitled to probate, it is essential
there should be strict compliance with the substantial requirements of the
that we ascertain whether Art. 808 had been complied
law in order to insure the authenticity of the will, the formal imperfections
with.chanroblesvirtualawlibrarychanrobles virtual law library
should be brushed aside when they do not affect its purpose and which,
when taken into account, may only defeat the testator's will. 17chanrobles
Article 808 requires that in case of testators like Brigido Alvarado, the will virtual law library
shall be read twice; once, by one of the instrumental witnesses and, again,
by the notary public before whom the will was acknowledged. The purpose
As a final word to convince petitioner of the propriety of the trial court's
is to make known to the incapacitated testator the contents of the
Probate Order and its affirmance by the Court of Appeals, we quote the
document before signing and to give him an opportunity to object if
following pronouncement in Abangan v. Abangan, 18 to wit:
anything is contrary to his
instructions.chanroblesvirtualawlibrarychanrobles virtual law library
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
That Art. 808 was not followed strictly is beyond cavil. Instead of the notary
testaments and to guaranty their truth and authenticity. Therefore the laws
public and an instrumental witness, it was the lawyer (private respondent)
on the subject should be interpreted in such a way as to attain these
who drafted the eight-paged will and the five-paged codicil who read the
primordial ends. But, on the other hand, also one must not lose sight of the
same aloud to the testator, and read them only once, not twice as Art. 808
fact that it is not the object of the law to restrain and curtail the exercise of
requires.chanroblesvirtualawlibrarychanrobles virtual law library
the right to make a will. So when an interpretation already given assures
such ends, any other interpretation whatsoever, that adds nothing but
Private respondent however insists that there was substantial compliance demands more requisites entirely unnecessary, useless and frustrative of
and that the single reading suffices for purposes of the law. On the other the testator's will, must be disregarded (emphasis supplied).
hand, petitioner maintains that the only valid compliance or compliance to
the letter and since it is admitted that neither the notary public nor an
Brigido Alvarado had expressed his last wishes in clear and unmistakable
instrumental witness read the contents of the will and codicil to Brigido,
terms in his "Huling Habilin" and the codicil attached thereto. We are
probate of the latter's will and codicil should have been
unwilling to cast these aside fro the mere reason that a legal requirement
disallowed.chanroblesvirtualawlibrarychanrobles virtual law library
intended for his protection was not followed strictly when such compliance
had been rendered unnecessary by the fact that the purpose of the
We sustain private respondent's stand and necessarily, the petition must law, i.e., to make known to the incapacitated testator the contents of the
be denied.chanroblesvirtualawlibrarychanrobles virtual law library draft of his will, had already been accomplished. To reiterate, substantial
compliance suffices where the purpose has been
served.chanroblesvirtualawlibrarychanrobles virtual law library
This Court has held in a number of occasions that 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 WHEREFORE, the petition is DENIED and the assailed Decision of
to protect the testator from all kinds of fraud and trickery but are never respondent Court of Appeals dated 11 April 1986 is AFFIRMED. Considering
intended to be so rigid and inflexible as to destroy the testamentary the length of time that this case has remained pending, this decision is
privilege. 14chanrobles virtual law library immediately executory. Costs against
petitioner.chanroblesvirtualawlibrarychanrobles virtual law library
In the case at bar, private respondent read the testator's will and codicil
aloud in the presence of the testator, his three instrumental witnesses, and SO ORDERED.
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, and petitioner does not so allege, that the contents
of the will and codicil were not sufficiently made known and communicated
to the testator. On the contrary, with respect to the "Huling Habilin," the
day of the execution was not the first time that Brigido had affirmed the
truth and authenticity of the contents of the draft. The uncontradicted
testimony of Atty. Rino is that Brigido Alvarado already acknowledged that
the will was drafted in accordance with his expressed wishes even prior to
5 November 1977 when Atty. Rino went to the testator's residence
precisely for the purpose of securing his conformity to the
draft. 15chanrobles virtual law library
Moreover, it was not only Atty. Rino who read the documents on
5 November and 29 December 1977. The notary public and the three
instrumental witnesses likewise read the will and codicil, albeit silently.
Afterwards, Atty. Nonia de la Pena (the notary public) and Dr. Crescente O.
Evidente (one of the three instrumental witnesses and the testator's
physician) asked the testator whether the contents of the document were
of his own free will. Brigido answered in the affirmative. 16 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
Page 6 of 28
G.R. No. L-38338 January 28, 1985 WHEREFORE, the document purporting to be the
holographic Will of Bibiana Roxas de Jesus, is hereby
disallowed for not having been executed as required
IN THE MATTER OF THE INTESTATE ESTATE OF ANDRES G. DE JESUS AND
by the law. The order of August 24, 1973 is hereby
BIBIANA ROXAS DE JESUS, SIMEON R. ROXAS & PEDRO ROXAS DE
set aside.
JESUS, petitioners,
vs.
ANDRES R. DE JESUS, JR., respondent. The only issue is whether or not the date "FEB./61 " appearing on the
holographic Will of the deceased Bibiana Roxas de Jesus is a valid
compliance with the Article 810 of the Civil Code which reads:
GUTIERREZ, JR., J.:
The antecedent facts which led to the filing of this petition are undisputed.
The petitioners contend that while Article 685 of the Spanish Civil Code and
Article 688 of the Old Civil Code require the testator to state in his
After the death of spouses Andres G. de Jesus and Bibiana Roxas de Jesus, holographic Win the "year, month, and day of its execution," the present
Special Proceeding No. 81503 entitled "In the Matter of the Intestate Estate Civil Code omitted the phrase Año mes y dia and simply requires that the
of Andres G. de Jesus and Bibiana Roxas de Jesus" was filed by petitioner holographic Will should be dated. The petitioners submit that the liberal
Simeon R. Roxas, the brother of the deceased Bibiana Roxas de Jesus. construction of the holographic Will should prevail.
On March 26, 1973, petitioner Simeon R. Roxas was appointed Respondent Luz Henson on the other hand submits that the purported
administrator. After Letters of Administration had been granted to the holographic Will is void for non-compliance with Article 810 of the New
petitioner, he delivered to the lower court a document purporting to be Civil Code in that the date must contain the year, month, and day of its
the holographic Will of the deceased Bibiana Roxas de Jesus. On May 26, execution. The respondent contends that Article 810 of the Civil Code was
1973, respondent Judge Jose Colayco set the hearing of the probate of the patterned after Section 1277 of the California Code and Section 1588 of
holographic Win on July 21, 1973. the Louisiana Code whose Supreme Courts had consistently ruled that the
required date includes the year, month, and day, and that if any of these is
Petitioner Simeon R. Roxas testified that after his appointment as wanting, the holographic Will is invalid. The respondent further contends
administrator, he found a notebook belonging to the deceased Bibiana R. that the petitioner cannot plead liberal construction of Article 810 of the
de Jesus and that on pages 21, 22, 23 and 24 thereof, a letter-win Civil Code because statutes prescribing the formalities to be observed in
addressed to her children and entirely written and signed in the the execution of holographic Wills are strictly construed.
handwriting of the deceased Bibiana R. de Jesus was found. The will is
dated "FEB./61 " and states: "This is my win which I want to be respected We agree with the petitioner.
although it is not written by a lawyer. ...
This will not be the first time that this Court departs from a strict and literal
The testimony of Simeon R. Roxas was corroborated by the testimonies of application of the statutory requirements regarding the due execution of
Pedro Roxas de Jesus and Manuel Roxas de Jesus who likewise testified that Wills. We should not overlook the liberal trend of the Civil Code in the
the letter dated "FEB./61 " is the holographic Will of their deceased mother, manner of execution of Wills, the purpose of which, in case of doubt is to
Bibiana R. de Jesus. Both recognized the handwriting of their mother and prevent intestacy —
positively Identified her signature. They further testified that their
deceased mother understood English, the language in which the
The underlying and fundamental objectives
holographic Will is written, and that the date "FEB./61 " was the date when
permeating the provisions of the law on wigs in this
said Will was executed by their mother.
Project consists in the liberalization of the manner
of their execution with the end in view of giving the
Respondent Luz R. Henson, another compulsory heir filed an "opposition testator more freedom in expressing his last wishes,
to probate" assailing the purported holographic Will of Bibiana R. de Jesus but with sufficien safeguards and restrictions to
because a it was not executed in accordance with law, (b) it was executed prevent the commission of fraud and the exercise of
through force, intimidation and/or under duress, undue influence and undue and improper pressure and influence upon
improper pressure, and (c) the alleged testatrix acted by mistake and/or the testator.
did not intend, nor could have intended the said Will to be her last Will and
testament at the time of its execution.
This objective is in accord with the modem tendency
with respect to the formalities in the execution of
On August 24, 1973, respondent Judge Jose C. Colayco issued an order wills. (Report of the Code Commission, p. 103)
allowing the probate of the holographic Will which he found to have been
duly executed in accordance with law.
In Justice Capistrano's concurring opinion in Heirs of Raymundo Castro v.
Bustos (27 SCRA 327) he emphasized that:
Respondent Luz Roxas de Jesus filed a motion for reconsideration alleging
inter alia that the alleged holographic Will of the deceased Bibiana R. de
xxx xxx xxx
Jesus was not dated as required by Article 810 of the Civil Code. She
contends that the law requires that the Will should contain the day, month
and year of its execution and that this should be strictly complied with. ... The law has a tender regard for the will of the
testator expressed in his last will and testament on
the ground that any disposition made by the
On December 10, 1973, respondent Judge Colayco reconsidered his earlier
testator is better than that which the law can make.
order and disallowed the probate of the holographic Will on the ground
For this reason, intestate succession is nothing more
that the word "dated" has generally been held to include the month, day,
and year. The dispositive portion of the order reads:
Page 7 of 28
than a disposition based upon the presumed will of WHEREFORE, the instant petition is GRANTED. The order appealed from is
the decedent. REVERSED and SET ASIDE and the order allowing the probate of the
holographic Will of the deceased Bibiana Roxas de Jesus is reinstated.
Thus, the prevailing policy is to require satisfaction of the legal
requirements in order to guard against fraud and bad faith but without SO ORDERED.
undue or unnecessary curtailment of testamentary privilege Icasiano v.
Icasiano, 11 SCRA 422). If a Will has been executed in substantial
compliance with the formalities of the law, and the possibility of bad faith
and fraud in the exercise thereof is obviated, said Win should be admitted
to probate (Rey v. Cartagena 56 Phil. 282). Thus,
If the testator, in executing his Will, attempts to comply with all the
requisites, although compliance is not literal, it is sufficient if the objective
or purpose sought to be accomplished by such requisite is actually attained
by the form followed by the testator.
The purpose of the solemnities surrounding the execution of Wills has been
expounded by this Court in Abangan v. Abanga 40 Phil. 476, where we
ruled that:
We have carefully reviewed the records of this case and found no evidence
of bad faith and fraud in its execution nor was there any substitution of
Wins and Testaments. There is no question that the holographic Will of the
deceased Bibiana Roxas de Jesus was entirely written, dated, and signed by
the testatrix herself and in a language known to her. There is also no
question as to its genuineness and due execution. All the children of the
testatrix agree on the genuineness of the holographic Will of their mother
and that she had the testamentary capacity at the time of the execution of
said Will. The objection interposed by the oppositor-respondent Luz
Henson is that the holographic Will is fatally defective because the date
"FEB./61 " appearing on the holographic Will is not sufficient compliance
with Article 810 of the Civil Code. This objection is too technical to be
entertained.
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.
Page 8 of 28
G.R. Nos. 75005-06 February 15, 1990 It is true that Adelaido could not present his parents' marriage certificate
because, as he explained it, the marriage records for 1942 in the Mabalacat
civil registry were burned during the war. Even so, he could still rely on the
JOSE RIVERA petitioner,
presumption of marriage, since it is not denied that Venancio Rivera and
vs.
Maria Jocson lived together as husband and wife for many years, begetting
INTERMEDIATE APPELLATE COURT and ADELAIDO J. RIVERA, respondents.
seven children in all during that time.
CRUZ, J.:
According to Article 220 of the Civil Code:
On November 11, 1975, the two cases were consolidated. Adelaido J. (aa) That a man and woman deporting themselves
Rivera was later appointed special administrator. After joint trial, Judge as husband and wife have entered into a lawful
Eliodoro B. Guinto found that Jose Rivera was not the son of the decedent contract of marriage.
but of a different Venancio Rivera who was married to Maria Vital. The
Venancio Rivera whose estate was in question was married to Maria
By contrast, although Jose did present his parents' marriage certificate,
Jocson, by whom he had seven children, including Adelaido. Jose Rivera had
Venancio was described therein as the son of Florencio Rivera. Presumably,
no claim to this estate because the decedent was not his father. The
he was not the same Venancio Rivera described in Exhibit 4, his baptismal
holographic wills were also admitted to probate. 3
certificate, as the son of Magno Rivera. While we realize that such
baptismal certificate is not conclusive evidence of Venancio's filiation
On appeal, the decision of the trial court was affirmed by the then (which is not the issue here) it may nonetheless be considered to
Intermediate Appellate Court. 4 Its decision is now the subject of this determine his real identity. Jose insists that Magno and Florencio are one
petition, which urges the reversal of the respondent court. and the same person, arguing that it is not uncommon for a person to be
called by different names. The Court is not convinced. There is no evidence
that Venancio's father was called either Magno or Florencio. What is more
In support of his claim that he was the sole heir of the late Venancio Rivera,
likely is that two or more persons may live at the same time and bear the
Jose sought to show that the said person was married in 1928 to Maria
same name, even in the same community. That is what the courts below
Vital, who was his mother. He submitted for this purpose Exhibit A, the
found in the cases at bar.
marriage certificate of the couple, and Exhibit B, his own baptismal
certificate where the couple was indicated as his parents. The petitioner
also presented Domingo Santos, who testified that Jose was indeed the son What this Court considers particularly intriguing is why, if it is true that he
of the couple and that he saw Venancio and Jose together several was the legitimate son of Venancio Rivera, Jose did not assert his right as
times. 5 Jose himself stressed that Adelaido considered him a half-brother such when his father was still alive. By his own account, Jose supported
and kissed his hand as a sign of respect whenever they met. He insisted himself — and presumably also his mother Maria Vital — as a gasoline
that Adelaido and his brothers and sisters were illegitimate children, sired attendant and driver for many years. All the time, his father was residing in
by Venancio with Maria Jocson. 6 the same town — and obviously prospering — and available for support.
His alleged father was openly living with another woman and raising
another family, but this was apparently accepted by Jose without protest,
Adelaido, for his part, maintained that he and his brothers and sisters were
taking no step whatsoever to invoke his status. If, as he insists, he and
born to Venancio Rivera and Maria Jocson, who were legally married and
Venancio Rivera were on cordial terms, there is no reason why the father
lived as such for many years. He explained that he could not present his
did not help the son and instead left Jose to fend for himself as a humble
parents' marriage certificate because the record of marriages for 1942 in
worker while his other children by Maria Jocson enjoyed a comfortable life.
Mabalacat were destroyed when the town was burned during the war, as
Such paternal discrimination is difficult to understand, especially if it is
certified by Exhibit 6. 7 He also submitted his own birth certificate and
considered — assuming the claims to be true — that Jose was the oldest
those of his sisters Zenaida and Yolanda Rivera, who were each described
and, by his own account, the only legitimate child of Venancio Rivera.
therein as the legimitate children of Venancio Rivera and Maria
Jocson. 8 Atty. Regalado P. Morales, then 71 years of age, affirmed that he
knew the deceased and his parents, Magno Rivera and Gertrudes de los And there is also Maria Vital, whose attitude is no less incomprehensible.
Reyes, and it was during the Japanese occupation that Venancio introduced As Venancio's legitimate wife — if indeed she was — she should have
to him Maria Jocson as his wife. 9 To prove that there were in fact two objected when her husband abandoned her and founded another family
persons by the same name of Venancio Rivera, Adelaido offered Venancio by another woman, and in the same town at that. Seeing that the children
Rivera's baptismal certificate showing that his parents were Magno Rivera of Maria Jocson were being raised well while her own son Jose was
and Gertrudes de los Reyes, 10 as contrasted with the marriage certificate practically ignored and neglected, she nevertheless did not demand for him
submitted by Jose, which indicated that the Venancio Rivera subject at least support, if not better treatment, from his legitimate father. It is
thereof was the son of Florencio Rivera and Estrudez Reyes. 11 He also unnatural for a lawful wife to say nothing if she is deserted in favor of
denied kissing Jose's hand or recognizing him as a brother. 12 another woman and for a caring mother not to protect her son's interests
from his wayward father's neglect. The fact is that this forsaken wife never
demanded support from her wealthy if errant husband. She did not file a
We find in favor of Adelaido J. Rivera.
Page 9 of 28
complaint for bigamy or concubinage against Venancio Rivera and Maria
Jocson, the alleged partners in crime and sin. Maria Vital was completely
passive and complaisant.
Significantly, as noted by the respondent court, Maria Vital was not even
presented at the trial to support her son's allegations that she was the
decedent's lawful wife. Jose says this was not done because she was
already old and bedridden then. But there was no impediment to the taking
of her deposition in her own house. No effort was made toward this end
although her testimony was vital to the petitioner's cause. Jose dismisses
such testimony as merely "cumulative," but this Court does not agree.
Having alleged that Maria Jocson's marriage to Venancio Rivera was null
and void, Jose had the burden of proving that serious allegation.
We find from the evidence of record that the respondent court did not err
in holding that the Venancio Rivera who married Maria Jocson in 1942 was
not the same person who married Maria Vital, Jose's legitimate mother, in
1928. Jose belonged to a humbler family which had no relation whatsoever
with the family of Venancio Rivera and Maria Vital. This was more
prosperous and prominent. Except for the curious Identity of names of the
head of each, there is no evidence linking the two families or showing that
the deceased Venancio Rivera was the head of both.
Now for the holographic wills. The respondent court considered them valid
because it found them to have been written, dated and signed by the
testator himself in accordance with Article 810 of the Civil Code. It also held
there was no necessity of presenting the three witnesses required under
Article 811 because the authenticity of the wills had not been questioned.
The existence and therefore also the authenticity of the holographic wills
were questioned by Jose Rivera. In his own petition in SP No. 1076, he
declared that Venancio Rivera died intestate; and in SP No. 1091, he denied
the existence of the holographic wills presented by Adelaido Rivera for
probate. In both proceedings, Jose Rivera opposed the holographic wills
submitted by Adelaido Rivera and claimed that they were spurious.
Consequently, it may be argued, the respondent court should have applied
Article 811 of the Civil Code, providing as follows:
SO ORDERED.
Page 10 of 28
G.R. No. L-14003 August 5, 1960 The proponent appealed, urging: first, that he was not bound to produce
more than one witness because the will's authenticity was not questioned;
and second, that Article 811 does not mandatorily require the production
FEDERICO AZAOLA, petitioner-appellant,
of three witnesses to identify the handwriting and signature of a
vs.
holographic will, even if its authenticity should be denied by the adverse
CESARIO SINGSON, oppositor-appellee.
party.
Page 11 of 28
Commenting on analogous provisions of Article 691 of the Spanish Civil
Code of 1889, the noted Commentator, Mucuis Scaevola (Vol. 12, 2nd Ed.,
p.421), sagely remarks:
And because the law leaves it to the trial court if experts are still needed,
no unfavourable 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.
Our conclusion is that the rule of the first paragraph of Article 811 of the
Civil Code is merely directory and is not mandatory.
Considering, however, that this is the first occasion in which this Court has
been called upon to construe the import of said article, the interest of
justice would be better served, in our opinion, by giving the parties ample
opportunity to adduce additional evidence, including expert witnesses,
should the Court deem them necessary.
In view of the foregoing, the decision appealed from is set aside, and the
records ordered remanded to the Court of origin, with instructions to hold
a new trial in conformity with this opinion. But evidence already on record
shall not be retaken. No costs.
Page 12 of 28
[G.R. No. 123486. August 12, 1999] On November 26, 1990, the lower Court issued an order, the dispositive
portion of which reads:
EUGENIA RAMONAL CODOY, and MANUEL
RAMONAL, petitioners, vs. EVANGELINE R. CALUGAY, JOSEPHINE SALCEDO, WHEREFORE, in view of the foregoing consideration, the Demurrer to
and EUFEMIA PATIGAS, Respondents. Evidence having being well taken, same is granted, and the petition for
probate of the document (Exhibit S) on the purported Holographic Will of
the late Matilde Seo Vda. de Ramonal, is denied for insufficiency of
DECISION
evidence and lack of merits.7
PARDO, J.:
On December 12, 1990, respondents filed a notice of appeal,8 and in
support of their appeal, the respondents once again reiterated the
Before us is a petition for review on certiorari of the decision of the Court testimony of the following witnesses, namely: (1) Augusto Neri; (2)
of Appeals1 and its resolution denying reconsideration, ruling: Generosa Senon; (3) Matilde Ramonal Binanay; (4) Teresita Vedad; (5)
Fiscal Rodolfo Waga; and (6) Evangeline Calugay.
Upon the unrebutted testimony of appellant Evangeline Calugay and
witness Matilde Ramonal Binanay, the authenticity of testators holographic To have a clear understanding of the testimonies of the witnesses, we
will has been established and the handwriting and signature therein recite an account of their testimonies.
(exhibit S) are hers, enough to probate said will. Reversal of the judgment
appealed from and the probate of the holographic will in question be called
Augusto Neri, Clerk of Court, Court of First Instance of Misamis Oriental,
for. The rule is that after plaintiff has completed presentation of his
where the special proceedings for the probate of the holographic will of
evidence and the defendant files a motion for judgment on demurrer to
the deceased was filed. He produced and identified the. records of the
evidence on the ground that upon the facts and the law plaintiff has shown
case. The documents presented bear the signature of the deceased,
no right to relief, if the motion is granted and the order to dismissal is
Matilde Seo Vda. de Ramonal, for the purpose of laying the basis for
reversed on appeal, the movant loses his right to present evidence in his
comparison of the handwriting of the testatrix, with the writing treated or
behalf (Sec. 1 Rule 35 Revised Rules of Court). Judgment may, therefore,
admitted as genuine by the party against whom the evidence is offered.
be rendered for appellant in the instant case.
On June 28, 1990, Eugenia Ramonal Codoy and Manuel Ramonal filed an Fiscal Rodolfo Waga testified that before he was appointed City Fiscal of
opposition5 to the petition for probate, alleging that the holographic will Cagayan de Oro, he was a practicing lawyer, and handled all the pleadings
was a forgery and that the same is even illegible. This gives an impression and documents signed by the deceased in connection with the intestate
that a third hand of an interested party other than the true hand of Matilde proceedings of her late husband, as a result of which he is familiar with the
Seo Vda. de Ramonal executed the holographic will. handwriting of the latter. He testified that the signature appearing in the
holographic will was similar to that of the deceased, Matilde Seo Vda. de
Ramonal, but he can not be sure.
Petitioners argued that the repeated dates incorporated or appearing on
the will after every disposition is out of the ordinary. If the deceased was
the one who executed the will, and was not forced, the dates and the The fifth witness presented was Mrs. Teresita Vedad, an employee of the
signature should appear at the bottom after the dispositions, as regularly Department of Environment and Natural Resources, Region 10. She
done and not after every disposition. And assuming that the holographic testified that she processed the application of the deceased for pasture
will is in the handwriting of the deceased, it was procured by undue and permit and was familiar with the signature of the deceased, since the
improper pressure and influence on the part of the beneficiaries, or deceased signed documents in her presence, when the latter was applying
through fraud and trickery. for pasture permit.
Respondents presented six (6) witnesses and various documentary Finally, Evangeline Calugay, one of the respondents, testified that she had
evidence. Petitioners instead of presenting their evidence, filed a lived with the deceased since birth, and was in fact adopted by the latter.
demurrer6 to evidence, claiming that respondents failed to establish That after a long period of time she became familiar with the signature of
sufficient factual and legal basis for the probate of the holographic will of the deceased. She testified that the signature appearing in the holographic
the deceased Matilde Seo Vda. de Ramonal. will is the true and genuine signature of Matilde Seo Vda. de Ramonal.
Page 13 of 28
The holographic will which was written in Visayan, is translated in English On October 9, 1995, the Court of Appeals, rendered decision9 ruling that
as follows: the appeal was meritorious. Citing the decision in the case of Azaola vs.
Singson, 109 Phil. 102, penned by Mr. Justice J. B. L. Reyes, a recognized
authority in civil law, the Court of Appeals held:
Instruction
2. Josefina Salcedo
As can be seen, the law foresees the possibility that no qualified witness
may be found (or what amounts to the same thing, that no competent
3. Evangeline Calugay witness may be willing to testify to the authenticity of the will), and
provides for resort to expert evidence to supply the deficiency.
(Sgd)Matilde Vda de Ramonal
It may be true that the rule of this article (requiring that three witnesses be
August 30, 1978 presented if the will is contested and only one if no contest is had) was
derived from the rule established for ordinary testaments (CF Cabang vs.
Delfinado, 45 PHIL 291; Tolentino v. Francisco, 57 PHIL 742). But it can not
4. I bequeath my one (1) hectare land at Mandumol, Indahag to Evangeline be ignored that the requirement can be considered mandatory only in case
R. Calugay 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
(Sgd) Matilde Vda de Ramonal validity (Art. 805). Where the will is holographic, no witness need be present
(art.10), and the rule requiring production of three witnesses must be
deemed merely permissive if absurd results are to be avoided.
"August 30, 1978
(Sgd) Matilde Vda de Ramonal Paraphrasing Azaola vs. Singson, even if the genuineness of the holographic
will were contested, Article 811 of the civil code cannot be interpreted as
"August 30,1978 to require the compulsory presentation of three witnesses to identify the
handwriting of the testator, under penalty of the having the probate
denied. No witness need be present in the execution of the holographic
Gene and Manuel: will. And the rule requiring the production of three witnesses is merely
permissive. What the law deems essential is that the court is convinced of
"Follow my instruction in order that I will rest peacefully. the authenticity of the will. Its duty is to exhaust all available lines of inquiry,
for the state is as much interested in the proponent that the true intention
of the testator be carried into effect. And because the law leaves it to the
Mama trial court to decide if experts are still needed, no unfavorable inference
can be drawn from a partys failure to offer expert evidence, until and unless
Matilde Vda de Ramonal the court expresses dissatisfaction with the testimony of the lay
witnesses.10
Page 14 of 28
According to the Court of Appeals, Evangeline Calugay, Matilde Ramonal A. My aunt.
Binanay and other witnesses definitely and in no uncertain terms testified
that the handwriting and signature in the holographic will were those of
Q. Why do you say this is the handwriting of your aunt?
the testator herself.
(1) Whether or not the ruling of the case of Azaola vs. Singson, 109 Phil.
Q. So you are not definite that this is the signature of Matilde vda de
102, relied upon by the respondent Court of Appeals, was applicable to the
Ramonal. You are merely supposing that it seems to be her signature
case.
because it is similar to the signature of the project of partition which you
have made?
(2) Whether or not the Court of Appeals erred in holding that private
respondents had been able to present credible evidence to prove that the
A. That is true.30
date, text, and signature on the holographic will were written entirely in
the hand of the testatrix.
From the testimonies of these witnesses, the Court of Appeals allowed the
will to probate and disregard the requirement of three witnesses in case of
(3) Whether or not the Court of Appeals erred in not analyzing the
contested holographic will, citing the decision in Azaola vs. Singson,31 ruling
signatures in the holographic will of Matilde Seo Vda. de Ramonal.
that the requirement is merely directory and not mandatory.
In this petition, the petitioners ask whether the provisions of Article 811 of
In the case of Ajero vs. Court of Appeals,32 we said that the object of the
the Civil Code are permissive or mandatory. The article provides, as a
solemnities surrounding the execution of wills is to close the door against
requirement for the probate of a contested holographic will, that at least
bad faith and fraud, to avoid substitution of wills and testaments and to
three witnesses explicitly declare that the signature in the will is the
guaranty their truth and authenticity. Therefore, the laws on this subject
genuine signature of the testator.
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
We are convinced, based on the language used, that Article 811 of the Civil object of the law to restrain and curtail the exercise of the right to make a
Code is mandatory. The word shall connotes a mandatory order. We have will.
ruled that shall in a statute commonly denotes an imperative obligation
and is inconsistent with the idea of discretion and that the presumption is
However, we cannot eliminate the possibility of a false document being
that the word shall, when used in a statute is
adjudged as the will of the testator, which is why if the holographic will is
mandatory.11cräläwvirtualibräry
contested, that law requires three witnesses to declare that the will was in
the handwriting of the deceased.
Laws are enacted to achieve a goal intended and to guide against an evil or
mischief that aims to prevent. In the case at bar, the goal to achieve is to
The will was found not in the personal belongings of the deceased but with
give effect to the wishes of the deceased and the evil to be prevented is
one of the respondents, who kept it even before the death of the deceased.
the possibility that unscrupulous individuals who for their benefit will
In the testimony of Ms. Binanay, she revealed that the will was in her
employ means to defeat the wishes of the testator.
possession as early as 1985, or five years before the death of the deceased.
Page 15 of 28
IN VIEW WHEREOF, the decision appealed from is SET ASIDE. The records
are ordered remanded to the court of origin with instructions to allow
petitioners to adduce evidence in support of their opposition to the
probate of the holographic will of the deceased Matilde Seo Vda. de
Ramonal.
No costs.
SO ORDERED.
Page 16 of 28
G.R. No. L-58509 December 7, 1982 contrary to law and settled pronouncements and
rulings of the Supreme Court, to which the appellant
in turn filed an opposition. On July 23, 1979, the
IN THE MATTER OF THE PETITION TO APPROVE THE WILL OF RICARDO B.
court set aside its order of February 23, 1979 and
BONILLA deceased, MARCELA RODELAS, petitioner-appellant,
dismissed the petition for the probate of the will of
vs.
Ricardo B. Bonilla. The court said:
AMPARO ARANZA, ET AL., oppositors-appellees, ATTY. LORENZO
SUMULONG, intervenor.
... It is our considered opinion that once the original
copy of the holographic will is lost, a copy thereof
RELOVA, J.:
cannot stand in lieu of the original.
This case was certified to this Tribunal by the Court of Appeals for final
In the case of Gam vs. Yap, 104 Phil. 509, 522, the
determination pursuant to Section 3, Rule 50 of the Rules of Court.
Supreme Court held that 'in the matter of
holographic wills the law, it is reasonable to
As found by the Court of Appeals: suppose, regards the document itself as the material
proof of authenticity of said wills.
... On January 11, 1977, appellant filed a petition
with the Court of First Instance of Rizal for the MOREOVER, this Court notes that the alleged
probate of the holographic will of Ricardo B. Bonilla holographic will was executed on January 25, 1962
and the issuance of letters testamentary in her while Ricardo B. Bonilla died on May 13, 1976. In
favor. The petition, docketed as Sp. Proc. No. 8432, view of the lapse of more than 14 years from the
was opposed by the appellees Amparo Aranza time of the execution of the will to the death of the
Bonilla, Wilferine Bonilla Treyes Expedita Bonilla decedent, the fact that the original of the will could
Frias and Ephraim Bonilla on the following grounds: not be located shows to our mind that the decedent
had discarded before his death his allegedly missing
(1) Appellant was estopped from claiming that the Holographic Will.
deceased left a will by failing to produce the will
within twenty days of the death of the testator as Appellant's motion for reconsideration was denied. Hence, an appeal to the
required by Rule 75, section 2 of the Rules of Court; Court of Appeals in which it is contended that the dismissal of appellant's
petition is contrary to law and well-settled jurisprudence.
(2) The alleged copy of the alleged holographic will
did not contain a disposition of property after death On July 7, 1980, appellees moved to forward the case to this Court on the
and was not intended to take effect after death, and ground that the appeal does not involve question of fact and alleged that
therefore it was not a will the trial court committed the following assigned errors:
(3) The alleged hollographic will itself,and not an I. THE LOWER COURT ERRED IN HOLDING THAT A
alleged copy thereof, must be produced, otherwise LOST HOLOGRAPHIC WILL MAY NOT BE PROVED BY
it would produce no effect, as held in Gam v. Yap, A COPY THEREOF;
104 Phil. 509; and
II. THE LOWER COURT ERRED IN HOLDING THAT THE
(4 ) The deceased did not leave any will, holographic DECEDENT HAS DISCARDED BEFORE HIS DEATH THE
or otherwise, executed and attested as required by MISSING HOLOGRAPHIC WILL;
law.
III. THE LOWER COURT ERRED IN DISMISSING
The appellees likewise moved for the consolidation APPELLANT'S WILL.
of the case with another case Sp. Proc. No, 8275).
Their motion was granted by the court in an order
The only question here is whether a holographic will which was lost or
dated April 4, 1977.
cannot be found can be proved by means of a photostatic copy. Pursuant
to Article 811 of the Civil Code, probate of holographic wills is the allowance
On November 13, 1978, following the consolidation of the will by the court after its due execution has been proved. The
of the cases, the appellees moved again to dismiss probate may be uncontested or not. If uncontested, at least one Identifying
the petition for the probate of the will. They argued witness is required and, if no witness is available, experts may be resorted
that: to. If contested, at least three Identifying witnesses are required. However,
if the holographic will has been lost or destroyed and no other copy is
(1) The alleged holographic was not a last will but available, the will can not be probated because the best and only evidence
merely an instruction as to the management and is the handwriting of the testator in said will. It is necessary that there be a
improvement of the schools and colleges founded comparison between sample handwritten statements of the testator and
by decedent Ricardo B. Bonilla; and the handwritten will. But, a photostatic copy or xerox copy of the
holographic will may be allowed because comparison can be made with the
standard writings of the testator. In the case of Gam vs. Yap, 104 PHIL. 509,
(2) Lost or destroyed holographic wills cannot be the Court ruled that "the execution and the contents of a lost or destroyed
proved by secondary evidence unlike ordinary wills. holographic will may not be proved by the bare testimony of witnesses who
have seen and/or read such will. The will itself must be presented;
Upon opposition of the appellant, the motion to otherwise, it shall produce no effect. The law regards the document itself
dismiss was denied by the court in its order of as material proof of authenticity." But, in Footnote 8 of said decision, it says
February 23, 1979. that "Perhaps it may be proved by a photographic or photostatic copy. Even
a mimeographed or carbon copy; or by other similar means, if any, whereby
the authenticity of the handwriting of the deceased may be exhibited and
The appellees then filed a motion for tested before the probate court," Evidently, the photostatic or xerox copy
reconsideration on the ground that the order was
Page 17 of 28
of the lost or destroyed holographic will may be admitted because then the
authenticity of the handwriting of the deceased can be determined by the
probate court.
WHEREFORE, the order of the lower court dated October 3, 1979, denying
appellant's motion for reconsideration dated August 9, 1979, of the Order
dated July 23, 1979, dismissing her petition to approve the will of the late
Ricardo B. Bonilla, is hereby SET ASIDE.
SO ORDERED.
Page 18 of 28
G.R. No. L-40207 September 28, 1984 impliedly understood, that the oppositors would be
in estoppel.
ROSA K. KALAW, petitioner,
vs. The Court finds, therefore, that the provision of
HON. JUDGE BENJAMIN RELOVA, Presiding Judge of the CFI of Batangas, Article 814 of the Civil Code is applicable to Exhibit
Branch VI, Lipa City, and GREGORIO K. KALAW, respondents. "C". Finding the insertions, alterations and/or
additions in Exhibit "C" not to be authenticated by
the full signature of the testatrix Natividad K. Kalaw,
MELENCIO-HERRERA, J.:
the Court will deny the admission to probate of
Exhibit "C".
On September 1, 1971, private respondent GREGORIO K. KALAW, claiming
to be the sole heir of his deceased sister, Natividad K. Kalaw, filed a petition
WHEREFORE, the petition to probate Exhibit "C" as
before the Court of First Instance of Batangas, Branch VI, Lipa City, for the
the holographic will of Natividad K. Kalaw is hereby
probate of her holographic Will executed on December 24, 1968.
denied.
However, when as in this case, the holographic Will in dispute had only one
Art. 814. In case of any insertion, cancellation, substantial provision, which was altered by substituting the original heir
erasure or alteration in a holographic will the with another, but which alteration did not carry the requisite of full
testator must authenticate the same by his full authentication by the full signature of the testator, the effect must be that
signature. 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
ROSA's position was that the holographic Will, as first written, should be Will as first written should be given efficacy is to disregard the seeming
given effect and probated so that she could be the sole heir thereunder. 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,
After trial, respondent Judge denied probate in an Order, dated September
3, 197 3, reading in part:
The ruling in Velasco, supra, must be held confined to such insertions,
cancellations, erasures or alterations in a holographic Will, which affect
The document Exhibit "C" was submitted to the only the efficacy of the altered words themselves but not the essence and
National Bureau of Investigation for examination. validity of the Will itself. As it is, with the erasures, cancellations and
The NBI reported that the handwriting, the alterations made by the testatrix herein, her real intention cannot be
signature, the insertions and/or additions and the determined with certitude. As Manresa had stated in his commentary on
initial were made by one and the same person. Article 688 of the Spanish Civil Code, whence Article 814 of the new Civil
Consequently, Exhibit "C" was the handwriting of Code was derived:
the decedent, Natividad K. Kalaw. The only question
is whether the win, Exhibit 'C', should be admitted
to probate although the alterations and/or ... No infringe lo dispuesto en este articulo del
insertions or additions above-mentioned were not Codigo (el 688) la sentencia que no declara la
authenticated by the full signature of the testatrix nulidad de un testamento olografo que contenga
pursuant to Art. 814 of the Civil Code. The petitioner palabras tachadas, enmendadas o entre renglones
contends that the oppositors are estopped to assert no salvadas por el testador bajo su firnia segun
the provision of Art. 814 on the ground that they previene el parrafo tercero del mismo, porque, en
themselves agreed thru their counsel to submit the realidad, tal omision solo puede afectar a la validez
Document to the NBI FOR EXAMINATIONS. This is o eficacia de tales palabras, y nunca al testamento
untenable. The parties did not agree, nor was it mismo, ya por estar esa disposicion en parrafo
aparte de aquel que determine las condiciones
Page 19 of 28
necesarias para la validez del testamento olografo,
ya porque, de admitir lo contrario, se Ilegaria al
absurdo de que pequefias enmiendas no salvadas,
que en nada afectasen a la parte esencial y
respectiva del testamento, vinieran a anular este, y
ya porque el precepto contenido en dicho parrafo ha
de entenderse en perfecta armonia y congruencia
con el art. 26 de la ley del Notariado que declara
nulas las adiciones apostillas entrerrenglonados,
raspaduras y tachados en las escrituras matrices,
siempre que no se salven en la forma prevenida,
paro no el documento que las contenga, y con
mayor motivo cuando las palabras enmendadas,
tachadas, o entrerrenglonadas no tengan
importancia ni susciten duda alguna acerca del
pensamiento del testador, o constituyan meros
accidentes de ortografia o de purez escrituraria, sin
trascendencia alguna(l).
SO ORDERED.
Page 20 of 28
G.R. No. 106720 September 15, 1994 deemed to be the will actually executed by the
testatrix.
SPOUSES ROBERTO AND THELMA AJERO, petitioners,
vs. xxx xxx xxx
THE COURT OF APPEALS AND CLEMENTE SAND, respondents.
While the fact that it was entirely written, dated and
PUNO, J.: signed in the handwriting of the testatrix has been
disputed, the petitioners, however, have
satisfactorily shown in Court that the holographic
This is an appeal by certiorari from the Decision of the Court of
will in question was indeed written entirely, dated
Appeals 1 in CA-G.R. CV No. 22840, dated March 30, 1992, the dispositive
and signed in the handwriting of the testatrix. Three
portion of which reads;
(3) witnesses who have convincingly shown
knowledge of the handwriting of the testatrix have
PREMISES CONSIDERED, the questioned decision of been presented and have explicitly and categorically
November 19, 1988 of the trial court is hereby identified the handwriting with which the
REVERSED and SET ASIDE, and the petition for holographic will in question was written to be the
probate is hereby DISMISSED. No costs. genuine handwriting and signature of the testatrix.
Given then the aforesaid evidence, the requirement
The earlier Decision was rendered by the RTC of Quezon City, of the law that the holographic will be entirely
Branch 94, 2 in Sp. Proc. No. Q-37171, and the instrument written, dated and signed in the handwriting of the
submitted for probate is the holographic will of the late Annie testatrix has been complied with.
Sand, who died on November 25, 1982.
xxx xxx xxx
In the will, decedent named as devisees, the following: petitioners Roberto
and Thelma Ajero, private respondent Clemente Sand, Meriam S. Arong, As to the question of the testamentary capacity of
Leah Sand, Lilia Sand, Edgar Sand, Fe Sand, Lisa S. Sand, and Dr. Jose Ajero, the testratix, (private respondent) Clemente Sand
Sr., and their children. himself has testified in Court that the testatrix was
completely in her sound mind when he visited her
On January 20, 1983, petitioners instituted Sp. Proc. No. Q-37171, for during her birthday celebration in 1981, at or around
allowance of decedent's holographic will. They alleged that at the time of which time the holographic will in question was
its execution, she was of sound and disposing mind, not acting under executed by the testatrix. To be of sound mind, it is
duress, fraud or undue influence, and was in every respect capacitated to sufficient that the testatrix, at the time of making
dispose of her estate by will. the will, knew the value of the estate to be disposed
of, the proper object of her bounty, and
the characterof the testamentary act . . . The will
Private respondent opposed the petition on the grounds that: neither the itself shows that the testatrix even had detailed
testament's body nor the signature therein was in decedent's handwriting; knowledge of the nature of her estate. She even
it contained alterations and corrections which were not duly signed by identified the lot number and square meters of the
decedent; and, the will was procured by petitioners through improper lots she had conveyed by will. The objects of her
pressure and undue influence. The petition was likewise opposed by Dr. bounty were likewise identified explicitly. And
Jose Ajero. He contested the disposition in the will of a house and lot considering that she had even written a nursing
located in Cabadbaran, Agusan Del Norte. He claimed that said property book which contained the law and jurisprudence on
could not be conveyed by decedent in its entirety, as she was not its sole will and succession, there is more than sufficient
owner. showing that she knows the character of the
testamentary act.
Notwithstanding the oppositions, the trial court admitted the decedent's
holographic will to probate. It found, inter alia: In this wise, the question of identity of the will, its
due execution and the testamentary capacity of the
Considering then that the probate proceedings testatrix has to be resolved in favor of the allowance
herein must decide only the question of identity of of probate of the will submitted herein.
the will, its due execution and the testamentary
capacity of the testatrix, this probate court finds no Likewise, no evidence was presented to show
reason at all for the disallowance of the will for its sufficient reason for the disallowance of herein
failure to comply with the formalities prescribed by holographic will. While it was alleged that the said
law nor for lack of testamentary capacity of the will was procured by undue and improper pressure
testatrix. and influence on the part of the beneficiary or of
some other person, the evidence adduced have not
For one, no evidence was presented to show that shown any instance where improper pressure or
the will in question is different from the will actually influence was exerted on the testatrix. (Private
executed by the testatrix. The only objections raised respondent) Clemente Sand has testified that the
by the oppositors . . . are that the will was not testatrix was still alert at the time of the execution
written in the handwriting of the testatrix which of the will, i.e., at or around the time of her birth
properly refers to the question of its due execution, anniversary celebration in 1981. It was also
and not to the question of identity of will. No other established that she is a very intelligent person and
will was alleged to have been executed by the has a mind of her own. Her independence of
testatrix other than the will herein presented. character and to some extent, her sense of
Hence, in the light of the evidence adduced, the superiority, which has been testified to in Court, all
identity of the will presented for probate must be show the unlikelihood of her being unduly
accepted, i.e., the will submitted in Court must be influenced or improperly pressured to make the
aforesaid will. It must be noted that the undue
influence or improper pressure in question herein
Page 21 of 28
only refer to the making of a will and not as to the (2) If the testator was insane,
specific testamentary provisions therein which is the or otherwise mentally
proper subject of another proceeding. Hence, under incapable of making a will, at
the circumstances, this Court cannot find convincing the time of its execution;
reason for the disallowance of the will herein.
(3) If it was executed through
Considering then that it is a well-established force or under duress, or the
doctrine in the law on succession that in case of influence of fear, or threats;
doubt, testate succession should be preferred over
intestate succession, and the fact that no convincing
(4) If it was procured by
grounds were presented and proven for the
undue and improper
disallowance of the holographic will of the late Annie
pressure and influence, on
Sand, the aforesaid will submitted herein must be
the part of the beneficiary or
admitted to probate. 3 (Citations omitted.)
of some other person;
On appeal, said Decision was reversed, and the petition for probate of
(5) If the signature of the
decedent's will was dismissed. The Court of Appeals found that, "the
testator was procured by
holographic will fails to meet the requirements for its validity." 4 It held that
fraud;
the decedent did not comply with Articles 813 and 814 of the New Civil
Code, which read, as follows:
(6) If the testator acted by
mistake or did not intend that
Art. 813: When a number of dispositions appearing
the instrument he signed
in a holographic will are signed without being dated,
should be his will at the time
and the last disposition has a signature and date,
of affixing his signature
such date validates the dispositions preceding it,
thereto.
whatever be the time of prior dispositions.
In the same vein, Article 839 of the New Civil Code reads: For purposes of probating non-holographic wills, these formal solemnities
include the subscription, attestation, and acknowledgment requirements
Art. 839: The will shall be disallowed in any of the under Articles 805 and 806 of the New Civil Code.
following cases;
In the case of holographic wills, on the other hand, what assures
(1) If the formalities required authenticity is the requirement that they be totally autographic or
by law have not been handwritten by the testator himself, 7 as provided under Article 810 of the
complied with; New Civil Code, thus:
Page 22 of 28
A person may execute a holographic will which must The Court of Appeals further held that decedent Annie Sand could not
be entirely written, dated, and signed by the hand of validly dispose of the house and lot located in Cabadbaran, Agusan del
the testator himself. It is subject to no other form, Norte, in its entirety. This is correct and must be affirmed.
and may be made in or out of the Philippines, and
need not be witnessed. (Emphasis supplied.)
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
Failure to strictly observe other formalities will not result in the exceptional instances, courts are not powerless to do what the situation
disallowance of a holographic will that is unquestionably constrains them to do, and pass upon certain provisions of the will. 11 In the
handwritten by the testator. case at bench, decedent herself indubitably stated in her holographic will
that the Cabadbaran property is in the name of her late father, John H. Sand
(which led oppositor Dr. Jose Ajero to question her conveyance of the same
A reading of Article 813 of the New Civil Code shows that its requirement
in its entirety). Thus, as correctly held by respondent court, she cannot
affects the validity of the dispositions contained in the holographic will, but
validly dispose of the whole property, which she shares with her father's
not its probate. If the testator fails to sign and date some of the
other heirs.
dispositions, the result is that these dispositions cannot be effectuated.
Such failure, however, does not render the whole testament void.
IN VIEW WHEREOF, the instant petition is GRANTED. The Decision of the
Court of Appeals in CA-G.R. CV No. 22840, dated March 30, 1992, is
Likewise, a holographic will can still be admitted to probate,
REVERSED and SET ASIDE, except with respect to the invalidity of the
notwithstanding non-compliance with the provisions of Article 814. In the
disposition of the entire house and lot in Cabadbaran, Agusan del Norte.
case of Kalaw vs. Relova 132 SCRA 237 242 (1984), this Court held:
The Decision of the Regional Trial Court of Quezon City, Branch 94 in Sp.
Proc. No. Q-37171, dated November 19, 1988, admitting to probate the
Ordinarily, when a number of erasures, corrections, holographic will of decedent Annie Sand, is hereby REINSTATED, with the
and interlineations made by the testator in a above qualification as regards the Cabadbaran property. No costs.
holographic Will have not been noted under his
signature, . . . the Will is not thereby invalidated as a
SO ORDERED.
whole, but at most only as respects the particular
words erased, corrected or interlined. Manresa gave
an identical commentary when he said "la omission
de la salvedad no anula el testamento, segun la regla
de jurisprudencia establecida en la sentencia de 4 de
Abril de 1985." 8 (Citations omitted.)
This separation and distinction adds support to the interpretation that only
the requirements of Article 810 of the New Civil Code — and not those
found in Articles 813 and 814 of the same Code — are essential to the
probate of a holographic will.
Page 23 of 28
G.R. No. 169144 January 26, 2011 The key issue presented in this case is whether or not a will executed by a
foreigner abroad may be probated in the Philippines although it has not
been previously probated and allowed in the country where it was
IN RE: IN THE MATTER OF THE PETITION TO APPROVE THE WILL OF
executed.
RUPERTA PALAGANAS WITH PRAYER FOR THE APPOINTMENT OF SPECIAL
ADMINISTRATOR, MANUEL MIGUEL PALAGANAS and BENJAMIN GREGORIO
PALAGANAS, Petitioners, The Court’s Ruling
vs.
ERNESTO PALAGANAS, Respondent.
Petitioners Manuel and Benjamin maintain that wills executed by
foreigners abroad must first be probated and allowed in the country of its
DECISION execution before it can be probated here. This, they claim, ensures prior
compliance with the legal formalities of the country of its execution. They
insist that local courts can only allow probate of such wills if the proponent
ABAD, J.:
proves that: (a) the testator has been admitted for probate in such foreign
country, (b) the will has been admitted to probate there under its laws, (c)
This case is about the probate before Philippine court of a will executed the probate court has jurisdiction over the proceedings, (d) the law on
abroad by a foreigner although it has not been probated in its place of probate procedure in that foreign country and proof of compliance with
execution. the same, and (e) the legal requirements for the valid execution of a will.
The Facts and the Case But our laws do not prohibit the probate of wills executed by foreigners
abroad although the same have not as yet been probated and allowed in
On November 8, 2001 Ruperta C. Palaganas (Ruperta), a Filipino who the countries of their execution. A foreign will can be given legal effects in
became a naturalized United States (U.S.) citizen, died single and childless. our jurisdiction. Article 816 of the Civil Code states that the will of an alien
In the last will and testament she executed in California, she designated her who is abroad produces effect in the Philippines if made in accordance with
brother, Sergio C. Palaganas (Sergio), as the executor of her will for she had the formalities prescribed by the law of the place where he resides, or
left properties in the Philippines and in the U.S. according to the formalities observed in his country.6
On May 19, 2003 respondent Ernesto C. Palaganas (Ernesto), another In this connection, Section 1, Rule 73 of the 1997 Rules of Civil Procedure
brother of Ruperta, filed with the Regional Trial Court (RTC) of Malolos, provides that if the decedent is an inhabitant of a foreign country, the RTC
Bulacan, a petition for the probate of Ruperta’s will and for his of the province where he has an estate may take cognizance of the
appointment as special administrator of her estate.1 On October 15, 2003, settlement of such estate. Sections 1 and 2 of Rule 76 further state that the
however, petitioners Manuel Miguel Palaganas (Manuel) and Benjamin executor, devisee, or legatee named in the will, or any other person
Gregorio Palaganas (Benjamin), nephews of Ruperta, opposed the petition interested in the estate, may, at any time after the death of the testator,
on the ground that Ruperta’s will should not be probated in the Philippines petition the court having jurisdiction to have the will allowed, whether the
but in the U.S. where she executed it. Manuel and Benjamin added that, same be in his possession or not, or is lost or destroyed.
assuming Ruperta’s will could be probated in the Philippines, it is invalid
nonetheless for having been executed under duress and without the Our rules require merely that the petition for the allowance of a will must
testator’s full understanding of the consequences of such act. Ernesto, they show, so far as known to the petitioner: (a) the jurisdictional facts; (b) the
claimed, is also not qualified to act as administrator of the estate. names, ages, and residences of the heirs, legatees, and devisees of the
testator or decedent; (c) the probable value and character of the property
Meantime, since Ruperta’s foreign-based siblings, Gloria Villaluz and of the estate; (d) the name of the person for whom letters are prayed; and
Sergio, were on separate occasions in the Philippines for a short visit, (e) if the will has not been delivered to the court, the name of the person
respondent Ernesto filed a motion with the RTC for leave to take their having custody of it. Jurisdictional facts refer to the fact of death of the
deposition, which it granted. On April, 13, 2004 the RTC directed the parties decedent, his residence at the time of his death in the province where the
to submit their memorandum on the issue of whether or not Ruperta’s U.S. probate court is sitting, or if he is an inhabitant of a foreign country, the
will may be probated in and allowed by a court in the Philippines. estate he left in such province.7The rules do not require proof that the
foreign will has already been allowed and probated in the country of its
execution.
On June 17, 2004 the RTC issued an order:2 (a) admitting to probate
Ruperta’s last will; (b) appointing respondent Ernesto as special
administrator at the request of Sergio, the U.S.-based executor designated In insisting that Ruperta’s will should have been first probated and allowed
in the will; and (c) issuing the Letters of Special Administration to Ernesto. by the court of California, petitioners Manuel and Benjamin obviously have
in mind the procedure for the reprobate of will before admitting it here.
But, reprobate or re-authentication of a will already probated and allowed
Aggrieved by the RTC’s order, petitioner nephews Manuel and Benjamin in a foreign country is different from that probate where the will is
appealed to the Court of Appeals (CA),3arguing that an unprobated will presented for the first time before a competent court. Reprobate is
executed by an American citizen in the U.S. cannot be probated for the first specifically governed by Rule 77 of the Rules of Court. Contrary to
time in the Philippines. petitioners’ stance, since this latter rule applies only to reprobate of a will,
it cannot be made to apply to the present case. In reprobate, the local court
On July 29, 2005 the CA rendered a decision,4 affirming the assailed order acknowledges as binding the findings of the foreign probate court provided
of the RTC,5 holding that the RTC properly allowed the probate of the will, its jurisdiction over the matter can be established.
subject to respondent Ernesto’s submission of the authenticated copies of
the documents specified in the order and his posting of required bond. The Besides, petitioners’ stand is fraught with impractically.1âwphi1 If the
CA pointed out that Section 2, Rule 76 of the Rules of Court does not instituted heirs do not have the means to go abroad for the probate of the
require prior probate and allowance of the will in the country of its will, it is as good as depriving them outright of their inheritance, since our
execution, before it can be probated in the Philippines. The present case, law requires that no will shall pass either real or personal property unless
said the CA, is different from reprobate, which refers to a will already the will has been proved and allowed by the proper court.8
probated and allowed abroad. Reprobate is governed by different rules or
procedures. Unsatisfied with the decision, Manuel and Benjamin came to
this Court. Notably, the assailed RTC order of June 17, 2004 is nothing more than an
initial ruling that the court can take cognizance of the petition for probate
of Ruperta’s will and that, in the meantime, it was designating Ernesto as
The Issue Presented special administrator of the estate. The parties have yet to present
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evidence of the due execution of the will, i.e. the testator’s state of mind
at the time of the execution and compliance with the formalities required
of wills by the laws of California. This explains the trial court’s directive for
Ernesto to submit the duly authenticated copy of Ruperta’s will and the
certified copies of the Laws of Succession and Probate of Will of California.
WHEREFORE, the Court DENIES the petition and AFFIRMS the Court of
Appeals decision in CA-G.R. CV 83564 dated July 29, 2005.
SO ORDERED.
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G.R. No. L-20234 December 23, 1964 testament has been admitted to probate by final order of a
Court of competent jurisdiction, there seems to be no
alternative except to give effect to the provisions thereof that
PAULA DE LA CERNA, ET AL., petitioners,
are not contrary to law, as was done in the case of Macrohon
vs.
vs. Saavedra, 51 Phil. 267, wherein our Supreme Court gave
MANUELA REBACA POTOT, ET AL., and THE HONORABLE COURT OF
effect to the provisions of the joint will therein mentioned,
APPEALS, respondents.
saying, "assuming that the joint will in question is valid."
Page 26 of 28
G.R. No. L-7647 March 27, 1914 the document to demonstrate more readily the execution by
the principal. But as a matter of essential validity of the
document, it is unnecessary. The main thing to be established
DOMINGO CALUYA, petitioner-appellant,
in the execution of the will is the signature of the testator. If
vs.
that signature is proved, whether it be written by himself or by
LUCINA DOMINGO, respondent-appellee.
another at his request, it is none the less valid, and the fact of
such signature can be proved as perfectly and as completely
MORELAND, J.: when the person signing for the principal omits to sign his own
name as it can when he actually signs. To hold a will invalid for
This is an appeal from a judgment of the Court of First Instance of the the lack of the signature of the person signing the name of the
Province of Ilocos Norte denying the probate of a will. principal is, in the particular case, a complete abrogation of the
law of wills, as it rejects and destroys a will which the status
expressly declares is valid.
The learned court below based its judgment upon three grounds. The first
one was that, although the testator had signed by mark, it nowhere
appeared in the will who had written the signature or that it had been The section above quoted also provides that "the attestation clause shall
written at his request. The second, that the witness Antonino Pandaraoan state the fact that the testator signed the will, or caused it to be signed by
could not really have signed the attestation clause because, at the time it some other person, at his express direction, in the presence of the
was executed, he was attending a session of the municipal council of Piddig witnesses, and that they attested and subscribed it in his presence and in
as a member thereof. Third: That as to the other witness, Segundino Asis, the presence of each other. But the absence of such form of attestation
the will mentioned and confirmed a sale of land to him by the testator, and shall not render the will invalid if it is proven that the will was in fact signed
he being thereby an interested party his testimony could not be believed. and attested as in this section provided."
We do not believe that any of the objections are well founded and the Not only does the attestation clause comply with the requirements of this
judgment refusing its probate must, therefore, be reversed. section, but it appears clearly proved in evidence that the name of the
testator was signed by another person at his request and under his
direction and in his presence and in the presence of the witnesses to the
Section 618 of the Code of Civil Procedure provides in part: will. Moreover, as appears from the last clause of the section, if the
attestation clause is defective, or even absent, the will is nevertheless valid
No will, except as provided in the preceding section, shall be provided it is satisfactorily proved that it was in fact signed and executed
valid to pass any estate, real or personal, nor charge or affect as provided by law.
the same, unless it be in writing and signed by the testator, or
by the testator's name written by some other person in his As to the second objection, namely, that Antonino Pandaraoan could not
presence, and by his express direction, and attested and have signed the will as a witness thereto, as stated in the attestation clause,
subscribed by three or more credible witnesses in the presence because he was attending a meeting of the municipal council of Piddig at
of the testator and of each other. . . . the time the will is alleged to have been executed, we believe this also to
be without merit. It does not appear in the evidence of the opposition that
It is nowhere required that, where the testator is unable to write, the fact the witness Pandaraoan was attending a meeting of the municipal council
that his signature was written by some other person, at his request and of Piddig from something like 10 o'clock till 12.30 o'clock of the day on
express direction, should appear in the body of the will itself. In the case which the will was executed ands that the will was executed sometime
of Barut vs. Cabacungan (21 Phil. Rep., 461, 463) we held the following: between 10 and 12 o'clock. To much weight, however, can not be given to
the testimony relative to the precise time of the execution of the will. The
barrio of Piddig is only a short distance from the house in which the will
From these provisions it is entirely clear that, with respect to was executed and it would have taken but a short time to cover the
the validity of the will, it is unimportant whether the person distance. the witness Pandaraoan himself testified directly and positively
who writes the name of the testatrix signs his own or not. The that, after having left the meeting of the municipal council, he went to the
important thing is that it clearly appears that the name of the house of the testator by appointment and there signed the will as stated in
testatrix was signed at her express direction in the presence of the attestation clause. The other witnesses to the will support this
three witnesses and that they attested and subscribed it in her declaration. Not only this, but the notary public who drew up the will and
presence and in the presence of each other. That is all the who translated it to the testator and who was present at the time of its
statute requires. It may be wise as a practical matter that the execution, declared and testified that the witnesses whose names appear
one who signs the testator's name signs also his own; but that upon the will were present at the time it was executed by the testator and
is not essential to the validity of the will. Whether one person that they signed the same at his request and in his presence and in the
or another signed the name of the testatrix in this case is presence of each other. All of the witnesses to the will unite in declaring
absolutely unimportant so far as the validity of her will is that they were there present at the time the will was executed and that
concerned. The plain wording of the statute shows that the they signed as witnesses in the presence of the testator and of each other.
requirement laid down by the trial court, if it did lay it down, is The mere fact that there was a session of the municipal council of Piddig
absolutely unnecessary under the law; and the reasons about the same time that the will was executed is not necessarily
underlying the provisions of the statute relating to the conclusive against the fact that Antonino Pandaraoan was present and
execution of wills do not in any sense require such a provision. signed as a subscribing witness as he declares. Mistakes in time are easily
From the standpoint of language it is an impossibility to draw made among witnesses who measure time not so much by clocks or
from the words of the law the inference that the person who watches as by the sun. Antonino Pandaraoan testified that the municipal
signs the name of the testator must sign his own name also. The council began its session about 10 o'clock; that in order to attend the
law requires only three witnesses to a will, not four. execution of the will, as he had agreed with the notary public he would do,
he was obliged to leave the session before it terminated; that he so left the
Nor is such requirement found in any other branch of the law. session, mounted a horse and arrived at the house of the testator at about
The name of a person who is unable to write may be signed by 12 o'clock, in time to take part in the execution of the ill as stated in the
another, by express direction, to any instrument known to the attestation clause.
law. There is no necessity whatever, so far as the validity of the
instrument is concerned, for the person who writes the name We do not believe that the clear and positive testimony of the witnesses to
of the principal in the document to sign his pen name also. As a the will and of the notary public is overcome by the evidence offered in
matter of policy it may be wise that he did so inasmuch as it opposition to the probate.
would give such intimation as would enable a person proving
Page 27 of 28
As to the third ground upon which the court based its decision; namely,
that the will having mentioned and confirmed a sale of land to Segundino
Asis, one of the witnesses to the will, while not rendering the will entirely
invalid, throws great doubt upon the legality of its execution and especially
the testimony of said witness relating thereto.
As will readily be seen on reading this section, nothing in the will before us
relative to the sale of land to Segundino Asis creates such an interest
therein as falls within the provisions thereof. Indeed, no interest of any kind
was created by the will in favor of Segundino Asis, nor did it convey or
transfer of any interest to him. It simply mentioned a fact already
consummated, a sale already made. Even if, however, the will had
conveyed an interest to Segundino Asis, it would not have been for that
reason void. Only that clause of the will conveying an interest to him would
have been void; the remainder could have stood and would have stood as
a valid testament.
The judgment appealed from is hereby reversed and the cause remanded
to the court whence it came with instructions to legalize and probate the
will in accordance with the petition.
Page 28 of 28