Based From The Syllabus of Atty. Jazzie M. Sarona-Lozare

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Based from the syllabus of Atty. Jazzie M. Sarona-Lozare, CPA LLM, ESQ.

| 3rd Year- Sanchez Roman | 2020-2021

ROXAS v. DE JESUS JR.


[GR No. L-38338 | January 28, 1985]

FACTS: Spouses Andres and Bibiana died. Bibiana’s brother


(Simeon) initiated a special proceeding entitled “In the Matter
of the Intestate Estate of Andres G. de Jesus and Bibiana
Roxas de Jesus".

Simeon was appointed administrator. He deliver to the court


document purporting to be the holographic will of Bibiana.
The will was dated “FEB./61 " and states: "This is my win
(wrong spelling ata ni) which I want to be respected although
it is not written by a lawyer.” The children of Bibiana testified
that the said letter was the will of their mother. That the
signature was their mother’s, that it was their mother’s
handwriting, that their mother knows English, that the said
date was when their mother executed the will.

Luz Henson (compulsory heir) on the contends that the


purported holographic Will is void for non-compliance with
Article 810 of the New Civil Code in that the date must
contain the year, month, and day of its execution.

ISSUE: WON the date "FEB./61 " appearing on the holographic


Will complied with the Article 810–YES

RULING:
General Rule: "Date" in a holographic Will should include the
day, month, and year of its execution

Exception: Substantial compliance as when there is no


appearance of fraud, bad faith, undue influence and pressure
and the authenticity of the will is established.

There should be liberal construction under the Civil Code in


the manner of execution of wills to prevent intestacy. This
prevailing policy is to require satisfaction of the legal
requirements in order to guard against fraud and bad faith
(CONTIGENCIES sought to be avoided) but without undue or
unnecessary curtailment of testamentary privilege. 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 Will should be
admitted for probate.

If the testator attempts comply with the requisites, although


such compliance is not literal, it is sufficient if the objective
sought to be accomplished by the requisite is attained by the
form followed by the testator. A complete date is required as
security against CONTIGENCIES (Fraud and bad faith) as
when 2 wills executed on the same day or a testator
becoming insane on the day the will was executed.

In the case at bar, there was substantial compliance:


• No evidence of bad faith or substitution of wills
• the Will of the deceased Bibiana was entirely written,
dated, and signed by the testatrix herself and in a
language known to her
• no issue as to its genuineness (Bibiana’s children agree to
such genuineness and that she had testamentary
capacity)

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