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    12th Case - Ajero Vs CA - Digest

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    Paolo Pacquiao
    This case involves a dispute over the probate of Annie Sand's holographic will. Private respondents opposed probate, arguing the will was not entirely in Sand's handwriting and contained unauthenticated alterations. Dr. Jose Ajero also contested the will's disposition of a property, claiming Sand did not solely own it. The trial court admitted the will to probate. The Court of Appeals reversed, finding violations of the requirements for holographic wills. The Supreme Court held that (1) failure to comply with formalities does not require disallowing an authentic holographic will; and (2) unauthenticated alterations only require disallowing those alterations, not invalidating

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    12th Case - Ajero Vs CA - Digest

    Uploaded by

    Paolo Pacquiao
    52 views1 page
    This case involves a dispute over the probate of Annie Sand's holographic will. Private respondents opposed probate, arguing the will was not entirely in Sand's handwriting and contained unauthenticated alterations. Dr. Jose Ajero also contested the will's disposition of a property, claiming Sand did not solely own it. The trial court admitted the will to probate. The Court of Appeals reversed, finding violations of the requirements for holographic wills. The Supreme Court held that (1) failure to comply with formalities does not require disallowing an authentic holographic will; and (2) unauthenticated alterations only require disallowing those alterations, not invalidating

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    This case involves a dispute over the probate of Annie Sand's holographic will. Private respondents opposed probate, arguing the will was not entirely in Sand's handwriting and contained unauthenticated alterations. Dr. Jose Ajero also contested the will's disposition of a property, claiming Sand did not solely own it. The trial court admitted the will to probate. The Court of Appeals reversed, finding violations of the requirements for holographic wills. The Supreme Court held that (1) failure to comply with formalities does not require disallowing an authentic holographic will; and (2) unauthenticated alterations only require disallowing those alterations, not invalidating

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Download as docx, pdf, or txt
    52 views1 page

    12th Case - Ajero Vs CA - Digest

    Uploaded by

    Paolo Pacquiao
    This case involves a dispute over the probate of Annie Sand's holographic will. Private respondents opposed probate, arguing the will was not entirely in Sand's handwriting and contained unauthenticated alterations. Dr. Jose Ajero also contested the will's disposition of a property, claiming Sand did not solely own it. The trial court admitted the will to probate. The Court of Appeals reversed, finding violations of the requirements for holographic wills. The Supreme Court held that (1) failure to comply with formalities does not require disallowing an authentic holographic will; and (2) unauthenticated alterations only require disallowing those alterations, not invalidating

    Copyright:

    © All Rights Reserved
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    Download as docx, pdf, or txt
    of 1

    AJERO vs CA

    Facts:

    On January 20, 1983, petitioners instituted a proceeding, for allowance of Annie Sand’s holographic will. They alleged that at the
    time of its execution, she was of sound and disposing mind, not acting under duress, fraud or undue influence, and was in every
    respect capacitated to dispose of her estate by will.

    Private respondent opposed the petition on the grounds that: neither the testament's body nor the signature therein was in
    decedent's handwriting; it contained alterations and corrections which were not duly signed by decedent; and, the will was procured
    by petitioners through improper pressure and undue influence. The petition was likewise opposed by Dr. Jose Ajero. He contested
    the disposition in the will of a house and lot located in Cabadbaran, Agusan Del Norte. He claimed that said property could not be
    conveyed by decedent in its entirety, as she was not its sole owner.

    However, the trial court still admitted the decedent’s holographic will to probate.

    The trial court held that since it must decide only the question of the identity of the will, its due execution and the testamentary
    capacity of the testatrix, it finds no reason for the disallowance of the will for its failure to comply with the formalities prescribed by
    law nor for lack of testamentary capacity of the testatrix.

    On appeal, the CA reversed said Decision holding that the decedent did not comply with Articles 313 and 314 of the NCC. It found
    that certain dispositions in the will were either unsigned or undated, or signed by not dated. It also found that the erasures,
    alterations and cancellations made had not been authenticated by decedent.

    Issue: Is the disallowance of the will proper?

    Held: NO

    In the case of holographic wills, what assures authenticity is the requirement that they be totally autographic or handwritten by the
    testator himself. Failure to strictly observe other formalities will not result in the disallowance of a holographic will that is
    unquestionably handwritten by the testator.

    A reading of Article 813 of the New Civil Code shows that its requirement affects the validity of the dispositions contained in the
    holographic will, but not its probate. If the testator fails to sign and date some of the dispositions, the result is that these
    dispositions  cannot be effectuated. Such failure, however, does not render the whole testament void.

    Likewise, a holographic will can still be admitted to probate, notwithstanding non-compliance with the provisions of Article 814. In
    the case of Kalaw vs. Relova 132 SCRA 237 242  (1984), this Court held:

    Ordinarily, when a number of erasures, corrections, and interlineations made by the testator in a holographic Will have not
    been noted under his signature, . . . the Will is not thereby invalidated as a 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." 
    (Citations omitted.)

    Thus, unless the unauthenticated alterations, cancellations or insertions were made on the date of the holographic will or on
    testator's signature,  their presence does not invalidate the will itself. The lack of authentication will only result in disallowance of
    such changes.

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