Succession Aug 25
Succession Aug 25
Succession Aug 25
The testimony of Simeon R. Roxas was corroborated by the testimonies of Pedro Roxas
de Jesus and Manuel Roxas de Jesus who likewise testified that the letter dated
"FEB./61 " is the holographic Will of their deceased mother, Bibiana R. de Jesus. Both
recognized the handwriting of their mother and positively Identified her signature.
They further testified that their deceased mother understood English, the language in
which the holographic Will is written, and that the date "FEB./61 " was the date when
said Will was executed by their mother.
On August 24, 1973, respondent Judge Jose C. Colayco issued an order allowing the
probate of the holographic Will which he found to have been duly executed in
accordance with law.
This is a petition for certiorari to set aside the order of respondent Hon. Jose C.
Colayco, Presiding Judge Court of First Instance of Manila, Branch XXI disallowing the
probate of the holographic Will of the deceased Bibiana Roxas de Jesus.
The antecedent facts which led to the filing of this petition are undisputed.
Respondent Luz Roxas de Jesus filed a motion for reconsideration alleging inter alia
that the alleged holographic Will of the deceased Bibiana R. de 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.
After the death of spouses Andres G. de Jesus and Bibiana Roxas de Jesus, Special
Proceeding No. 81503 entitled "In the Matter of the Intestate Estate of Andres G. de
Jesus and Bibiana Roxas de Jesus" was filed by petitioner Simeon R. Roxas, the brother
of the deceased Bibiana Roxas de Jesus.
On December 10, 1973, respondent Judge Colayco reconsidered his earlier order and
disallowed the probate of the holographic Will on the ground that the word "dated" has
generally been held to include the month, day, and year. The dispositive portion of the
order reads:
On March 26, 1973, petitioner Simeon R. Roxas was appointed administrator. After
Letters of Administration had been granted to the petitioner, he delivered to the lower
court a document purporting to be the holographic Will of the deceased Bibiana Roxas
de Jesus. On May 26, 1973, respondent Judge Jose Colayco set the hearing of the
probate of the holographic Win on July 21, 1973.
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:
ART. 810. A person may execute a holographic will which must be
entirely written, dated, and signed by the hand of the testator
himself. It is subject to no other form, and may be made in or out of
the Philippines, and need not be witnessed.
The earlier Decision was rendered by the RTC of Quezon City, Branch 94, 2 in
Sp. Proc. No. Q-37171, and the instrument submitted for probate is the
holographic will of the late Annie Sand, who died on November 25, 1982.
In the will, decedent named as devisees, the following: petitioners Roberto and Thelma
Ajero, private respondent Clemente Sand, Meriam S. Arong, Leah Sand, Lilia Sand,
Edgar Sand, Fe Sand, Lisa S. Sand, and Dr. Jose Ajero, Sr., and their children.
On January 20, 1983, petitioners instituted Sp. Proc. No. Q-37171, for allowance of
decedent's holographic will. They alleged that at the time of its execution, she was of
sound and disposing mind, not acting under duress, fraud or undue influence, and was
in every respect capacitated to dispose of her estate by will.
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.
PUNO, J.:
This
is
an
appeal
by certiorari from
the
Decision
of
the
Court
of
Appeals 1 in CA-G.R. CV No. 22840, dated March 30, 1992, the dispositive portion of
which reads;
PREMISES CONSIDERED, the questioned decision of November 19,
1988 of the trial court is hereby REVERSED and SET ASIDE, and the
petition for probate is hereby DISMISSED. No costs.
Notwithstanding the oppositions, the trial court admitted the decedent's holographic
will to probate. It found, inter alia:
Considering then that the probate proceedings herein must decide
only the question of identity of the will, its due execution and the
testamentary capacity of the testatrix, this probate court finds no
reason at all for the disallowance of the will for its failure to comply
with the formalities prescribed by law nor for lack of testamentary
capacity of the testatrix.
For one, no evidence was presented to show that the will in question
is different from the will actually executed by the testatrix. The only
objections raised by the oppositors . . . are that the will was not
written in the handwriting of the testatrix which properly refers to
the question of its due execution, and not to the question of identity
of will. No other will was alleged to have been executed by the
testatrix other than the will herein presented. Hence, in the light of
the evidence adduced, the identity of the will presented for probate
must be accepted, i.e., the will submitted in Court must be deemed
to be the will actually executed by the testatrix.
xxx xxx xxx
she is a very intelligent person and has a mind of her own. Her
independence of character and to some extent, her sense of
superiority, which has been testified to in Court, all show the
unlikelihood of her being unduly influenced or improperly pressured
to make the aforesaid will. It must be noted that the undue influence
or improper pressure in question herein only refer to the making of a
will and not as to the specific testamentary provisions therein which
is the proper subject of another proceeding. Hence, under the
circumstances, this Court cannot find convincing reason for the
disallowance of the will herein.
Considering then that it is a well-established doctrine in the law on
succession that in case of doubt, testate succession should be
preferred over intestate succession, and the fact that no convincing
grounds were presented and proven for the disallowance of the
holographic will of the late Annie Sand, the aforesaid will submitted
herein must be admitted to probate. 3 (Citations omitted.)
On appeal, said Decision was reversed, and the petition for probate of decedent's will
was dismissed. The Court of Appeals found that, "the holographic will fails to meet the
requirements for its validity." 4 It held that the decedent did not comply with Articles
813 and 814 of the New Civil Code, which read, as follows:
Art. 813: When a number of dispositions appearing in a holographic
will are signed without being dated, and the last disposition has a
signature and date, such date validates the dispositions preceding it,
whatever be the time of prior dispositions.
Art. 814: In case of insertion, cancellation, erasure or alteration in a
holographic will, the testator must authenticate the same by his full
signature.
It alluded to certain dispositions in the will which were either unsigned and undated, or
signed but not dated. It also found that the erasures, alterations and cancellations
made thereon had not been authenticated by decedent.
Thus, this appeal which is impressed with merit.
Section 9, Rule 76 of the Rules of Court provides that will shall be disallowed in any of
the following cases:
(a) If not executed and attested as required by law;
law; (3) whether the decedent had the necessary testamentary capacity at the time
the will was executed; and, (4) whether the execution of the will and its signing were
the voluntary acts of the decedent. 6
In the case at bench, respondent court held that the holographic will of Anne Sand was
not executed in accordance with the formalities prescribed by law. It held that Articles
813 and 814 of the New Civil Code, ante, were not complied with, hence, it disallowed
the probate of said will. This is erroneous.
We reiterate what we held in Abangan vs. Abangan, 40 Phil. 476, 479 (1919), that:
The Court of Appeals further held that decedent Annie Sand could not validly dispose of
the house and lot located in Cabadbaran, Agusan del Norte, in its entirety. This is
correct and must be affirmed.
As a general rule, courts in probate proceedings are limited to pass only upon the
extrinsic validity of the will sought to be probated. However, in exceptional instances,
courts are not powerless to do what the situation constrains them to do, and pass upon
certain provisions of the will. 11 In the 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 in its entirety). Thus, as correctly held by respondent court, she cannot
validly dispose of the whole property, which she shares with her father's other heirs.
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 REVERSED and SET
ASIDE, except with respect to the invalidity of the disposition of the entire house and
lot in Cabadbaran, Agusan del Norte. 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 holographic will of decedent Annie Sand, is hereby REINSTATED, with
the above qualification as regards the Cabadbaran property. No costs.
It is also proper to note that the requirements of authentication of changes and signing
and dating of dispositions appear in provisions (Articles 813 and 814) separate from
that which provides for the necessary conditions for the validity of the holographic will
(Article 810). The distinction can be traced to Articles 678 and 688 of the Spanish Civil
Code, from which the present provisions covering holographic wills are taken. They
read as follows:
Art. 678: A will is called holographic when the testator writes it
himself in the form and with the requisites required in Article 688.
Art. 688: Holographic wills may be executed only by persons of full
age.
In order that the will be valid it must be drawn on stamped paper
corresponding to the year of its execution, written in its entirety by
the testator and signed by him, and must contain a statement of the
year, month and day of its execution.
If it should contain any erased, corrected, or interlined words, the
testator must identify them over his signature.
Foreigners may execute holographic wills in their own language.
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.
SO ORDERED.
August 9, 1954
What is the law to apply to the probate of Exh. "A"? May we apply the provisions of the
new Civil Code which not allows holographic wills, like Exhibit "A" which provisions
were invoked by the appellee-petitioner and applied by the lower court? But article 795
of this same new Civil Code expressly provides: "The validity of a will as to its form
depends upon the observance of the law in force at the time it is made." The above
provision is but an expression or statement of the weight of authority to the affect that
the validity of a will is to be judged not by the law enforce at the time of the testator's
death or at the time the supposed will is presented in court for probate or when the
petition is decided by the court but at the time the instrument was executed. One
reason in support of the rule is that although the will operates upon and after the
death of the testator, the wishes of the testator about the disposition of his estate
among his heirs and among the legatees is given solemn expression at the time the
will is executed, and in reality, the legacy or bequest then becomes a completed act.
This ruling has been laid down by this court in the case of In re Will of Riosa, 39 Phil.,
23. It is a wholesome doctrine and should be followed.
Of course, there is the view that the intention of the testator should be the ruling and
controlling factor and that all adequate remedies and interpretations should be
resorted to in order to carry out said intention, and that when statutes passed after the
execution of the will and after the death of the testator lessen the formalities required
by law for the execution of wills, said subsequent statutes should be applied so as to
validate wills defectively executed according to the law in force at the time of
execution. However, we should not forget that from the day of the death of the
testator, if he leaves a will, the title of the legatees and devisees under it becomes a
vested right, protected under the due process clause of the constitution against a
subsequent change in the statute adding new legal requirements of execution of wills
which would invalidate such a will. By parity of reasoning, when one executes a will
which is invalid for failure to observe and follow the legal requirements at the time of
its execution then upon his death he should be regarded and declared as having died
intestate, and his heirs will then inherit by intestate succession, and no subsequent law
with more liberal requirements or which dispenses with such requirements as to
execution should be allowed to validate a defective will and thereby divest the heirs of
their vested rights in the estate by intestate succession. The general rule is that the
Legislature can not validate void wills (57 Am. Jur., Wills, Sec. 231, pp. 192-193).
In view of the foregoing, the order appealed from is reversed, and Exhibit "A" is denied
probate. With costs.
DY
YIENG
SEANGIO,
BARBARA
D.
SEANGIO
and
VIRGINIA
D.
SEANGIO, Petitioners,
vs.
HON. AMOR A. REYES, in her capacity as Presiding Judge, Regional Trial Court,
National Capital Judicial Region, Branch 21, Manila, ALFREDO D. SEANGIO,
ALBERTO D. SEANGIO, ELISA D. SEANGIO-SANTOS, VICTOR D. SEANGIO,
ALFONSO D. SEANGIO, SHIRLEY D. SEANGIO-LIM, BETTY D. SEANGIO-OBAS
and JAMES D. SEANGIO, Respondents.
DECISION
AZCUNA, J.:
dahil siya ay naging lapastangan sa akin at isan beses siya ng sasalita ng masama
harapan ko at mga kapatid niya na si Virginia Seangio labis kong kinasama ng loob ko
at sasabe rin ni Alfredo sa akin na ako nasa ibabaw gayon gunit daratin ang araw na
ako nasa ilalim siya at siya nasa ibabaw.
Labis kong ikinasama ng loob ko ang gamit ni Alfredo ng akin pagalan para
makapagutang na kuarta siya at kanya asawa na si Merna de los Reyes sa China
Bangking Corporation na millon pesos at hindi ng babayad at hindi ng babayad ito ay
nagdulot sa aking ng malaking kahihiya sa mga may-ari at stockholders ng China
Banking.
At ikinagalit ko pa rin ang pagkuha ni Alfredo at ng kanyang asawa na mga custome[r]
ng Travel Center of the Philippines na pinagasiwaan ko at ng anak ko si Virginia.
Dito ako nagalit din kaya gayon ayoko na bilanin si Alfredo ng anak ko at hayanan
kong inaalisan ng lahat at anoman mana na si Alfredo at si Alfredo Seangio ay hindi ko
siya anak at hindi siya makoha mana.
Nila[g]daan ko ngayon ika 20 ng Setyembre 1995 sa longsod ng Manila sa harap ng
tatlong saksi. 3
(signed)
Segundo Seangio
Nilagdaan sa harap namin
(signed)
Dy Yieng Seangio (signed)
Unang Saksi ikalawang saksi
(signed)
ikatlong saksi
On May 29, 1999, upon petitioners motion, SP. Proc. No. 9890870 and SP. Proc. No.
9993396 were consolidated.4
On July 1, 1999, private respondents moved for the dismissal of the probate
proceedings5 primarily on the ground that the document purporting to be the
holographic will of Segundo does not contain any disposition of the estate of the
Petitioners motion for reconsideration was denied by the RTC in its order dated
October 14, 1999.
Petitioners contend that:
THE RESPONDENT JUDGE ACTED IN EXCESS OF HER JURISDICTION OR WITH GRAVE
ABUSE OF DISCRETION AMOUNTING TO LACK OR EXCESS OF JURISDICTION AND
DECIDED A QUESTION OF LAW NOT IN ACCORD WITH LAW AND JURISPRUDENCE IN
ISSUING THE QUESTIONED ORDERS, DATED 10 AUGUST 1999 AND 14 OCTOBER 1999
(ATTACHMENTS "A" AND "B" HEREOF) CONSIDERING THAT:
I
THE RESPONDENT JUDGE, WITHOUT EVEN COMPLYING WITH SECTIONS 3 AND 4 OF
RULE 76 OF THE RULES OF COURT ON THE PROPER PROCEDURE FOR SETTING THE
CASE FOR INITIAL HEARING FOR THE ESTABLISHMENT OF THE JURISDICTIONAL
FACTS, DISMISSED THE TESTATE CASE ON THE ALLEGED GROUND THAT THE
TESTATORS WILL IS VOID ALLEGEDLY BECAUSE OF THE EXISTENCE OF PRETERITION,
WHICH GOES INTO THE INTRINSIC VALIDITY OF THE WILL, DESPITE THE FACT THAT
IT IS A SETTLED RULE THAT THE AUTHORITY OF PROBATE COURTS IS LIMITED ONLY
TO A DETERMINATION OF THE EXTRINSIC VALIDITY OF THE WILL, I.E., THE DUE
EXECUTION THEREOF, THE TESTATORS TESTAMENTARY CAPACITY AND THE
COMPLIANCE WITH THE REQUISITES OR SOLEMNITIES PRESCRIBED BY LAW;
II
EVEN ASSUMING ARGUENDO THAT THE RESPONDENT JUDGE HAS THE AUTHORITY TO
RULE UPON THE INTRINSIC VALIDITY OF THE WILL OF THE TESTATOR, IT IS
INDUBITABLE FROM THE FACE OF THE TESTATORS WILL THAT NO PRETERITON
EXISTS AND THAT THE WILL IS BOTH INTRINSICALLY AND EXTRINSICALLY VALID;
AND,
III
RESPONDENT JUDGE WAS DUTY BOUND TO SUSPEND THE PROCEEDINGS IN THE
INTESTATE CASE CONSIDERING THAT IT IS A SETTLED RULE THAT TESTATE
PROCEEDINGS TAKE PRECEDENCE OVER INTESTATE PROCEEDINGS.
Petitioners argue, as follows:
First, respondent judge did not comply with Sections 3 and 4 of Rule 76 of the Rules of
Court which respectively mandate the court to: a) fix the time and place for proving
the will when all concerned may appear to contest the allowance thereof, and cause
notice of such time and place to be published three weeks successively previous to the
(2) When a child or descendant has accused the testator of a crime for which
the law prescribes imprisonment for six years or more, if the accusation has
been found groundless;
(3) When a child or descendant has been convicted of adultery or concubinage
with the spouse of the testator;
(4) When a child or descendant by fraud, violence, intimidation, or undue
influence causes the testator to make a will or to change one already made;
(5) A refusal without justifiable cause to support the parents or ascendant
who disinherit such child or descendant;
(6) Maltreatment of the testator by word or deed, by the child or descendant; 8
(7) When a child or descendant leads a dishonorable or disgraceful life;
(8) Conviction of a crime which carries with it the penalty of civil interdiction.
Now, the critical issue to be determined is whether the document executed by Segundo
can be considered as a holographic will.
A holographic will, as provided under Article 810 of the Civil Code, must be entirely
written, dated, and signed by the hand of the testator himself. It is subject to no other
form, and may be made in or out of the Philippines, and need not be witnessed.
Segundos document, although it may initially come across as a mere disinheritance
instrument, conforms to the formalities of a holographic will prescribed by law. It is
written, dated and signed by the hand of Segundo himself. An intent to dispose mortis
causa[9] can be clearly deduced from the terms of the instrument, and while it does
not make an affirmative disposition of the latters property, the disinheritance of
Alfredo, nonetheless, is an act of disposition in itself. In other words, the disinheritance
results in the disposition of the property of the testator Segundo in favor of those who
would succeed in the absence of Alfredo.10
Moreover, it is a fundamental principle that the intent or the will of the testator,
expressed in the form and within the limits prescribed by law, must be recognized as
the supreme law in succession. All rules of construction are designed to ascertain and
give effect to that intention. It is only when the intention of the testator is contrary to
law, morals, or public policy that it cannot be given effect.11
Holographic wills, therefore, being usually prepared by one who is not learned in the
law, as illustrated in the present case, should be construed more liberally than the ones
August 5, 1946
GREGORIO
K.
KALAW, petitioner,
vs.
IIGO S. DAZA, Judge of First Instance of Batangas, VICTOR KATIGBAK and
GUILLERMO KATIGBAK,respondents.
Gregorio
K.
Kalaw
Ruben D. Hilario and Conrado
No appearance for respondent Judge.
in
V.
Sanchez
his
for
own
respondents
behalf.
Katigbak.
PERFECTO, J.:
Two separate proceedings were started in the Court of First Instance of Batangas for
the settlement of the testate estate of Lorenza Katigbak: No. 59, initiated by Paz Kalaw
for the probate of a will dated March 19, 1943; and No. 60, began by respondent
Victor Katigbak for the probate of another will executed on August 6, 1944.
Petitioner Gregorio K. Kalaw filed on July 20, 1945, in case No. 60, an opposition both
to the probate of the second will and to the appointment of Victor Katigbak as special
administrator, praying that he and Andres Luz be appointed as special administrators.
He prayed also that cases Nos. 59 and 60 be joined. After the hearing on July 27,
1945, the lower court appointed Victor Katigbak as special administrator.
On August 30, 1945, all the parties submitted to the court a written stipulation in
special proceedings Nos. 59 and 60, signed by all the parties, including petitioner,
agreeing, among other things, to partition the properties left by the deceased Lorenza
Petitioner complains because on August 3, 1945, the lower court denied his petition
dated July 20, 1945, praying that special administrator Victor Katigbak be cited and
required to produce in court, for the inspection of all the heirs, the jewelries and
money left by the deceased. Petitioner alleges that on August 5, 1945, he moved for
reconsideration of the order of denial dated August 3, 1945, and his motion was denied
on August 17, 1945, without prejudice to its being considered and acted upon at the
hearing of the case on the merits. The lower court did not err in not acting on said
motion, because petitioner's failure to insist that it be acted on at the time the court
approved the project of partition in accordance with the stipulation signed and agreed
upon by him constitutes an implied waiver of his right, if he has any, to insist on said
motion.
In respondent's answer, and under the oath of Victor Katigbak, it is alleged that at the
time of the filing of his motion of July 20, 1945, petitioner knew fully well that since
November 1, 1944, petitioner's own sister, Paz Kalaw, had distributed all the jewels of
the deceased and respondent Guillermo Katigbak all the cash in Philippine money to all
the legatees in pursuance of the will dated March 19, 1943, and that the order of
December 20, 1945, approving the project of partition in accordance with the
stipulation of August 30, 1945, constituted a confirmation and ratification of the prior
distribution made by Paz Kalaw and Guillermo Katigbak of the jewels and cash left by
the deceased Lorenza Katigbak, the distribution having been made long before
respondent Victor Katigbak's appointment as special administrator. Petitioner did not
deny this allegation by reason of which his motion dated July 20, 1945, appears to be
groundless. If it had any ground to stand upon, petitioner's inaction since his motion
for reconsideration was denied on August 17, 1945, and his having signed the
stipulation dated August 30, 1945, for the final and complete settlement of the estate
of the deceased Lorenza Katigbak, preclude him from seeking relief against
proceedings which appear not to have affected him adversely in any way.
Petition dismissed with costs against petitioner.
First Instance of Batangas, Branch VI, Lipa City, for the probate of her holographic Will
executed on December 24, 1968.
The holographic Will reads in full as follows:
My Last will and Testament
In the name of God, Amen.
I Natividad K. Kalaw Filipino 63years of age, single, and a resident of Lipa City, being of
sound and disposing mind and memory, do hereby declare thus to be my last will and
testament.
1. It is my will that I'll be burried in the cemetery of the catholic church of Lipa City. In
accordance with the rights of said Church, and that my executrix hereinafter named
provide and erect at the expose of my state a suitable monument to perpetuate my
memory.
xxx xxx xxx
The holographic Will, as first written, named ROSA K. Kalaw, a sister of the testatrix as
her sole heir. Hence, on November 10, 1971, petitioner ROSA K. Kalaw opposed
probate alleging, in substance, that the holographic Will contained alterations,
corrections, and insertions without the proper authentication by the full signature of
the testatrix as required by Article 814 of the Civil Code reading:
MELENCIO-HERRERA, J.:
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 before the Court of
After trial, respondent Judge denied probate in an Order, dated September 3, 197 3,
reading in part:
The document Exhibit "C" was submitted to the National Bureau of
Investigation for examination. The NBI reported that the handwriting,
the signature, the insertions and/or additions and the initial were
made by one and the same person. Consequently, Exhibit "C" was
the handwriting of the decedent, Natividad K. Kalaw. The only
question is whether the win, Exhibit 'C', should be admitted to
probate although the alterations and/or insertions or additions
reason that nothing remains in the Will after that which could remain valid. To state
that the Will as first written should be given efficacy is to disregard the seeming
change of mind of the testatrix. But that change of mind can neither be given effect
because she failed to authenticate it in the manner required by law by affixing her full
signature,
The ruling in Velasco, supra, must be held confined to such insertions, cancellations,
erasures or alterations in a holographic Will, which affect only the efficacy of the
altered words themselves but not the essence and validity of the Will itself. As it is,
with the erasures, cancellations and alterations made by the testatrix herein, her real
intention cannot be determined with certitude. As Manresa had stated in his
commentary on Article 688 of the Spanish Civil Code, whence Article 814 of the new
Civil Code was derived:
... No infringe lo dispuesto en este articulo del Codigo (el 688) la
sentencia que no declara la nulidad de un testamento olografo que
contenga palabras tachadas, enmendadas o entre renglones no
salvadas por el testador bajo su firnia segun previene el parrafo
tercero del mismo, porque, en realidad, tal omision solo puede
afectar a la validez o eficacia de tales palabras, y nunca al
testamento mismo, ya por estar esa disposicion en parrafo aparte de
aquel que determine las condiciones 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).
Mas para que sea aplicable la doctrina de excepcion contenida en
este ultimo fallo, es preciso que las tachaduras, enmiendas o
entrerrenglonados sin salvar saan de pala bras que no afecter4
alteren ni uarien de modo substancial la express voluntad del
testador manifiesta en el documento. Asi lo advierte la sentencia de
29 de Noviembre de 1916, que declara nulo un testamento olografo
por no estar salvada por el testador la enmienda del guarismo ultimo
del ao en que fue extendido 3(Emphasis ours).
EUGENIA
RAMONAL
CODOY,
and
MANUEL
RAMONAL, petitioners,
vs.
EVANGELINE
R.
CALUGAY,
JOSEPHINE
SALCEDO,
and
UEFEMIA
PATIGAS, respondents.
PARDO, J.:
Before us is a petition for review on certiorari of the decision of the Court of
Appeals1 and its resolution denying reconsideration, ruling:
Upon the unrebutted testimony of appellant Evangeline Calugay and witness
Matilde Ramonal Binanay, the authenticity of testators holographic will has
been established and the handwriting and signature therein (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 for. The rule is
that after plaintiff has completed presentation of his evidence and the
defendant files a motion for judgment on demurrer to evidence on the ground
that upon the facts and the law plaintiff has shown no right to relief, if the
motion is granted and the order to dismissal is reversed on appeal, the
movant loses his right to present evidence in his behalf (Sec, 1 Rule 35
Revised Rules of Court). Judgment may, therefore, be rendered for appellant
in the instant case.
Wherefore, the order appealed from is REVERSED and judgment rendered
allowing the probate of the holographic will of the testator Matilde Seo Vda.
de Ramonal.2
The facts are as follows:
On April 6, 1990, Evangeline Calugay, Josephine Salcedo and Eufemia Patigas, devisees
and legatees of the holographic will of the deceased Matilde Seo Vda. de Ramonal,
filed with the Regional Trial Court, Misamis Oriental, Branch 18, a petition 3 for probate
of the holographic will of the deceased, who died on January 16, 1990.
In the petition, respondents claimed that the deceased Matilde Seo Vda. de Ramonal,
was of sound and disposing mind when she executed the will on August 30, 1978, that
there was no fraud, undue influence, and duress employed in the person of the
testator, and will was written voluntarily.
basis for comparison of the handwriting of the testatrix, with the writing treated or
admitted as genuine by the party against whom the evidence is offered.
On June 28, 1990, Eugenia Ramonal Codoy and Manuel Ramonal filed an opposition 5 to
the petition for probate, alleging that the holographic will was a forgery and that the
same is even illegible. This gives an impression that a "third hand" of an interested
party other than the "true hand" of Matilde Seo Vda. de Ramonal executed the
holographic will.
Generosa Senon, election registrar of Cagayan de Oro, was presented to produced and
identify the voter's affidavit of the decedent. However, the voters' affidavit was not
produced for the same was already destroyed and no longer available.
Petitioners argued that the repeated dates incorporated or appearing on 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 signature should appear at the bottom after
the dispositions, as regularly done and not after every disposition. And assuming that
the holographic will is in the handwriting of the deceased, it was procured by undue
and improper pressure and influence on the part of the beneficiaries, or through fraud
and trickery.1wphi1.nt
Matilde Ramonal Binanay, testified that the deceased Matilde Seo Vda. de Ramonal
was her aunt, and that after the death of Matilde's husband, the latter lived with her in
her parent's house for eleven (11) years from 1958 to 1969. During those eleven (11)
years of close association the deceased, she acquired familiarity with her signature and
handwriting as she used to accompany her (deceased Matilde Seo Vda. de Ramonal)
in collecting rentals from her various tenants of commercial buildings, and deceased
always issued receipts. In addition to this, she (witness Matilde Binanay) assisted the
deceased in posting the records of the accounts, and carried personal letters of the
deceased to her creditors.
Matilde Ramonal Binanay further testified that at the time of the death of Matilde Vda.
de Ramonal, she left a holographic will dated August 30, 1978, which was personally
and entirely written, dated and signed, by the deceased and that all the dispositions
therein, the dates, and the signatures in said will, were that of the deceased.
On November 26, 1990, the lower Court issued an order, the dispositive portion of
which reads:
Fiscal Rodolfo Waga testified that before he was appointed City Fiscal of Cagayan de
Oro, he was a practicing lawyer, and handled all the pleadings and documents signed
by the deceased in connection with the proceedings of her late husband, as a result of
which he is familiar with the 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.
The fifth witness presented was Mrs. Teresita Vedad, an employee of the Department
of Environment and Natural Resources, Region 10. She testified that she processed the
application of the deceased for pasture permit and was familiar with the signature of
the deceased, since the signed documents in her presence, when the latter was
applying for pasture permit.
Finally, Evangeline Calugay, one of the respondents, testified that she had lived with
the deceased since birth, and was in fact adopted by the latter. That after a long period
of time she became familiar with the signature of the deceased. She testified that the
signature appearing in the holographic will is the true and genuine signature of Matilde
Seo Vda. de Ramonal.
The holographic will which was written in Visayan, is translated in English as follows:
Instruction
On October 9, 1995, the Court of Appeals, rendered decision 9 ruling that 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:
. . . even if the genuineness of the holographic will were contested, we are of
the opinion that Article 811 of our present civil code can not be interpreted as
to require the compulsory presentation of three witnesses to identify the
handwriting of the testator, under penalty of having the probate denied. Since
no witness may have been present at the execution of the holographic will,
none being required by law (art. 810, new civil code), it becomes obvious that
the existence of witnesses possessing the requisite qualifications is a matter
beyond the control of the proponent. For it is not merely a question of finding
and producing any three witnesses; they must be witnesses "who know the
handwriting and signature of the testator" and who can declare (truthfully, of
course, even if the law does not express) "that the will and the signature are
in the handwriting of the testator." There may be no available witness
acquainted with the testator's hand; or even if so familiarized, the witness
maybe unwilling to give a positive opinion. Compliance with the rule of
paragraph 1 of article 811 may thus become an impossibility. That is evidently
the reason why the second paragraph of article 811 prescribes that
in the absence of any competent witness referred to in the preceding
paragraph, and if the court deems it necessary, expert testimony may be
resorted to.
As can be see, the law foresees, the possibility that no qualified witness ma be
found (or what amounts to the same thing, that no competent witness may be
willing to testify to the authenticity of the will), and provides for resort to
expert evidence to supply the deficiency.
A.
Q. Now, you tell the court Mrs. Binanay, whether you know Matilde vda de
Ramonal kept records of the accounts of her tenants?
Collecting rentals.
Q.
From where?
A.
From the land rentals and commercial buildings at Pabayo-Gomez
streets.12
xxx
xxx
xxx
A.
Yes, sir.
Q.
A.
In handwritten.14
xxx
xxx
xxx
Q.
A.
A.
Posting records.
Q.
Q.
A.
Yes, sir.13
A.
Carrying letters.
Q.
Letters of whom?
A.
Matilde.
Q.
To whom?
A.
To her creditors.15
xxx
xxx
xxx
Q. Showing to you the receipt dated 23 October 1979, is this the one you
are referring to as one of the receipts which she issued to them?
A.
Yes, sir.
Q.
xxx
xxx
xxx
Q. You testified that at time of her death she left a will. I am showing to you
a document with its title "tugon" is this the document you are referring to?
A.
Yes, sir.
Q. Now, Mrs. Binanay was there any particular reason why your mother left
that will to you and therefore you have that in your possession?
A.
My Aunt.
Q.
A.
Q.
A.
Q.
A.
Q.
Advice of what?
A.
16
What Ms. Binanay saw were pre-prepared receipts and letters of the deceased, which
she either mailed or gave to her tenants. She did not declare that she saw the
deceased sign a document or write a note.
Further, during the cross-examination, the counsel for petitioners elicited the fact that
the will was not found in the personal belongings of the deceased but was in the
possession of Ms. Binanay. She testified that:
Q. Mrs. Binanay, when you were asked by counsel for the petitioners if the
late Matilde Seno vda de Ramonal left a will you said, yes?
In her testimony it was also evident that Ms. Binanay kept the fact about the will from
petitioners, the legally adopted children of the deceased. Such actions put in issue her
motive of keeping the will a secret to petitioners and revealing it only after the death of
Matilde Seo Vda. de Ramonal.
A.
Yes, sir.
Q.
A.
I.
Q.
Q. Now, in 1978 Matilde Seno Vda de Ramonal was not yet a sickly person is
that correct?
A.
A.
Q.
Q. She was up and about and was still uprightly and she could walk agilely
and she could go to her building to collect rentals, is that correct?
A.
Sorry, yes.
A.
Q.
And when did you come into possession since as you said this was
originally in the possession of your mother?
A.
1985.17
xxx
Yes, sir.
Yes, sir.19
xxx
xxx
xxx
xxx
A.
A.
Yes, sir.
Q. Again the third signature of Matilde Vda de Ramonal the letter L in Matilde
is continued towards letter D.
Yes, sir.
Q.
A.
Yes, sir.20
xxx
xxx
Q. Now, that was 1979, remember one year after the alleged holographic
will. Now, you identified a document marked as Exhibit R. This is dated
January 8, 1978 which is only about eight months from August 30, 1978. Do
you notice that the signature Matilde Vda de Ramonal is beautifully written
and legible?
A.
A.
Yes, sir.21
Evangeline Calugay declared that the holographic will was written, dated and signed in
the handwriting of the testator. She testified that:
A.
xxx
Q. You will also notice Mrs. Binanay that it is not only with the questioned
signature appearing in the alleged holographic will marked as Exhibit X but in
the handwriting themselves, here you will notice the hesitancy and tremors,
do you notice that?
Yes, sir the handwriting shows that she was very exhausted.
Q. You testified that you stayed with the house of the spouses Matilde and
Justo Ramonal for the period of 22 years. Could you tell the court the services
if any which you rendered to Matilde Ramonal?
A. During my stay I used to go with her to the church, to market and then to
her transactions.
Q.
A. After my college days I assisted her in going to the bank, paying taxes
and to her lawyer.
Q.
Q. You just say that she was very exhausted while that in 1978 she was
healthy was not sickly and she was agile. Now, you said she was exhausted?
A.
A.
Q. In the course of your stay for 22 years did you acquire familiarity of the
handwriting of Matilde Vda de Ramonal?
In writing.
Q. How did you know that she was exhausted when you were not present
and you just tried to explain yourself out because of the apparent
inconsistencies?
A.
Yes, sir.
Q.
A.
Q. Now, you already observed this signature dated 1978, the same year as
the alleged holographic will. In exhibit I, you will notice that there is no
retracing; there is no hesitancy and the signature was written on a fluid
movement. . . . And in fact, the name Eufemia R. Patigas here refers to one of
the petitioners?
A.
A.
xxx
xxx
xxx
Yes, sir.
A.
xxx
A.
So, the only reason that Evangeline can give as to why she was familiar with the
handwriting of the deceased was because she lived with her since birth. She never
declared that she saw the deceased write a note or sign a document.
xxx
xxx
A.
Q.
A.
This one here that is the signature of Mrs. Matilde vda de Ramonal. 27
A.
xxx
xxx
xxx
Q. Can you tell this court whether the spouses Justo Ramonal and Matilde
Ramonal have legitimate children?
A.
xxx
xxx
xxx
Q.
You said after becoming a lawyer you practice your profession? Where?
A.
Q.
Do you have services rendered with the deceased Matilde vda de
Ramonal?
A.
Q. When you said assisted, you acted as her counsel? Any sort of counsel as
in what case is that, Fiscal?
A.
It is about the project partition to terminate the property, which was
under the court before.26
xxx
xxx
xxx
Q. Aside from attending as counsel in that Special Proceeding Case No. 427
what were the other assistance wherein you were rendering professional
service to the deceased Matilde Vda de Ramonal?
A. I can not remember if I have assisted her in other matters but if there are
documents to show that I have assisted then I can recall. 28
xxx
xxx
xxx
Q.
A. I think this signature here it seems to be the signature of Mrs. Matilde vda
de Ramonal.
Q.
Now, in item No. 2 there is that signature here of Matilde Vda de
Ramonal, can you tell the court whose signature is this?
A.
Q. Also in item no. 3 there is that signature Matilde Vda de Ramonal, can
you tell the court whose signature is that?
A.
Q. How about this signature in item no. 4, can you tell the court whose
signature is this?
A. The same is true with the signature in item no. 4. It seems that they are
similar.29
xxx
xxx
xxx
Q. Mr. Prosecutor, I heard you when you said that the signature of Matilde
Vda de Ramonal Appearing in exhibit S seems to be the signature of Matilde
vda de Ramonal?
A.
Q.
So you are not definite that this is the signature of Matilde vda de
Ramonal. You are merely supposing that it seems to be her signature because
it is similar to the signature of the project of partition which you have made?
A.
That is true.30
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 contested
holographic will, citing the decision in Azaola vs. Singson,31ruling that the requirement
is merely directory and not mandatory.
The will was found not in the personal belongings of the deceased but with one of the
respondents, who kept it even before the death of the deceased. In the testimony of
Ms. Binanay, she revealed that the will was in her possession as early as 1985, or five
years before the death of the deceased.
There was no opportunity for an expert to compare the signature and the handwriting
of the deceased with other documents signed and executed by her during her lifetime.
The only chance at comparison was during the cross-examination of Ms. Binanay when
the lawyer of petitioners asked Ms. Binanay to compare the documents which
contained the signature of the deceased with that of the holographic will and she is not
a handwriting expert. Even the former lawyer of the deceased expressed doubts as to
the authenticity of the signature in the holographic will.
A visual examination of the holographic will convince us that the strokes are different
when compared with other documents written by the testator. The signature of the
testator in some of the disposition is not readable. There were uneven strokes,
retracing and erasures on the will.
Comparing the signature in the holographic will dated August 30, 1978, 33 and the
signatures in several documents such as the application letter for pasture permit dated
December 30, 1980,34 and a letter dated June 16, 1978, 35 the strokes are different. In
the letters, there are continuous flows of the strokes, evidencing that there is no
hesitation in writing unlike that of the holographic will. We, therefore, cannot be certain
that ruling holographic will was in the handwriting by the deceased.
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.1wphi1.nt
No costs.
SO ORDERED.
In the case of Ajero vs. Court of Appeals,32 we said that "the object of the solemnities
surrounding the execution of wills is to close the door against bad faith and fraud, to
avoid substitution of wills and testaments and to guaranty their truth and authenticity.
Therefore, the laws on this subject should be interpreted in such a way as to attain
these primordial ends. But on the other hand, also one must not lose sight of the fact
that it is not the object of the law to restrain and curtail the exercise of the right to
make a will.
However, we cannot eliminate the possibility of a false document being adjudged as the
will of the testator, which is why if the holographic will is contested, that law requires
three witnesses to declare that the will was in the handwriting of the deceased.
GUERRERO, J.:
This is a petition for review of the decision of the Court of Appeals, First
Division, 1 promulgated on May 4, 1973 in CA G.R. No. 36523-R which reversed the
decision of the Court of First Instance of Rizal dated December 15, 1964 and allowed
the probate of the last will and testament of the deceased Isabel Gabriel. *
It appears that on June 24, 1961, herein private respondent Lutgarda Santiago filed a
petition with the Court of First Instance of Rizal docketed as Special Proceedings No.
VIII. The Court of Appeals erred in holding that the grave contradictions, evasions, and
misrepresentations of witnesses (subscribing and notary) presented by the petitioner
had been explained away, and that the trial court erred in rejecting said testimonies.
Subsequently, or on December 17, 1973, petitioner Rim Gabriel Goes fried a Motion for
Reconsideration 10 which private respondent answered by way of her Comment or
Opposition 11 filed on January 15, 1974. A Reply and Rejoinder to Reply followed.
Finally, on March 27, 1974, We resolved to give due course to the petition.
X. The Court of Appeals erred in reversing the decision of the trial court and admitting
to probate Exhibit "F", the alleged last will and testament of the deceased Isabel
Gabriel.
IX. The Court of Appeals acted in excess of its appellate jurisdiction or has so far
departed from the accepted and usual course of judicial proceedings, as to call for an
exercise of the power of supervision.
It will be noted from the above assignments of errors that the same are substantially
factual in character and content. Hence, at the very outset, We must again state the
oft-repeated and well-established rule that in this jurisdiction, the factual findings of
the Court of Appeals are not reviewable, the same being binding and conclusive on this
Court. This rule has been stated and reiterated in a long line of cases enumerated
in Chan vs. CA (L-27488, June 30, 1970, 33 SCRA 737, 743) 12 and Tapas vs. CA (L22202, February 27; 1976, 69 SCRA 393), 13 and in the more recent cases of Baptisia
vs. Carillo and CA (L32192, July 30, 1976, 72 SCRA 214, 217) and Vda. de Catindig
vs. Heirs of Catalina Roque (L-25777, November 26, 1976, 74 SCRA 83, 88). In the
case of Chan vs. CA, this Court said:
... from Guico v. Mayuga, a 1936 decision, the opinion being penned by the then
Justice Recto, it has been well-settled that the jurisdiction of tills Court in cases
brought to us from the Court of Appeals is limited to reviewing and revising the errors
of law imputed to it, its findings of fact being conclusive. More specifically, in a decision
exactly a month later, this Court, speaking through the then Justice Laurel, it was held
that the same principle is applicable, even if the Court of Appeals was in disagreement
with the lower court as to the weight of the evidence with a consequent reversal of its
findings of fact ...
Stated otherwise, findings of facts by the Court of Appeals, when supported by
substantive evidence are not reviewable on appeal by certiorari. Said findings of the
appellate court are final and cannot be disturbed by Us particularly because its
premises are borne out by the record or based upon substantial evidence and what is
more, when such findings are correct. Assignments of errors involving factual issues
cannot be ventilated in a review of the decision of the Court of Appeals because only
legal questions may be raised. The Supreme Court is not at liberty to alter or modify
the facts as set forth in the decision of the Court of Appeals sought to be reversed.
Where the findings of the Court of Appeals are contrary to those of the trial court, a
minute scrutiny by the Supreme Court is in order, and resort to duly-proven evidence
becomes necessary. The general rule We have thus stated above is not without some
recognized exceptions.
We reject petitioner's contention that it must first be established in the record the good
standing of the witness in the community, his reputation for trustworthiness and
reliableness, his honesty and uprightness, because such attributes are presumed of the
witness unless the contrary is proved otherwise by the opposing party.
We also reject as without merit petitioner's contention that the term "credible" as used
in the Civil Code should be given the same meaning it has under the Naturalization Law
where the law is mandatory that the petition for naturalization must be supported by
two character witnesses who must prove their good standing in the community,
reputation for trustworthiness and reliableness, their honesty and uprightness. The two
witnesses in a petition for naturalization are character witnesses in that being citizens
of the Philippines, they personally know the petitioner to be a resident of the
Philippines for the period of time required by the Act and a person of good repute and
morally irreproachable and that said petitioner has in their opinion all the qualifications
necessary to become a citizen of the Philippines and is not in any way disqualified
under the provisions of the Naturalization Law (Section 7, Commonwealth Act No. 473
as amended).
In probate proceedings, the instrumental witnesses are not character witnesses for
they merely attest the execution of a will or testament and affirm the formalities
attendant to said execution. And We agree with the respondent that the rulings laid
down in the cases cited by petitioner concerning character witnesses in naturalization
proceedings are not applicable to instrumental witnesses to wills executed under the
Civil Code of the Philippines.
In the case at bar, the finding that each and everyone of the three instrumental
witnesses, namely, Matilde Orobia, Celso Gimpaya and Maria Gimpaya, are competent
and credible is satisfactorily supported by the evidence as found by the respondent
Court of Appeals, which findings of fact this Tribunal is bound to accept and rely upon.
Moreover, petitioner has not pointed to any disqualification of any of the said
witnesses, much less has it been shown that anyone of them is below 18 years of age,
of unsound mind, deaf or dumb, or cannot read or write.
It is true that under Article 805 of the New Civil Code, every will, other than a
holographic will, must be subscribed at the end thereof by the testator himself or by
the testator's name written by some other person in his presence, and by his express
direction, and attested and subscribed by three or more credible witnesses in the
presence of the testator and of one another, While the petitioner submits that Article
820 and 821 of the New Civil Code speak of the competency of a witness due to his
qualifications under the first Article and none of the disqualifications under the second
Article, whereas Article 805 requires the attestation of three or more credible
witnesses, petitioner concludes that the term credible requires something more than
just being competent and, therefore, a witness in addition to being competent under
Articles 820 and 821 must also be a credible witness under Article 805.
We also agree with the respondent Court's conclusion that the excursion to the office of
Atty. Paraiso was planned by the deceased, which conclusion was correctly drawn from
the testimony of the Gimpaya spouses that they started from the Navotas residence of
the deceased with a photographer and Isabel Gabriel herself, then they proceeded by
car to Matilde Orobia's house in Philamlife, Quezon City to fetch her and from there, all
the three witnesses (the Gimpayas and Orobia) passed by a place where Isabel Gabriel
stayed for about ten to fifteen minutes at the clinic of Dr. Chikiamco before they
proceeded to Atty. Cipriano Paraiso's office.
It is also evident from the records, as testified to by Atty. Paraiso, that previous to the
day that. the will was executed on April 15, 1961, Isabel Gabriel had requested him to
help her in the execution of her will and that he told her that if she really wanted to
execute her will, she should bring with her at least the Mayor of Navotas, Rizal and a
Councilor to be her witnesses and that he (Atty. Paraiso) wanted a medical certificate
from a physician notwithstanding the fact that he believed her to be of sound and
disposition mind. From this evidence, the appellate court rightly concluded, thus: "It is,
therefore, clear that the presence of Isabel Gabriel and her witnesses Matilde Orobia,
Celso Gimpaya and Maria Gimpaya including the photographer in the law office of Atty.
Paraiso was not coincidental as their gathering was pre-arranged by Isabel Gabriel
herself."
As to the appellate court's finding that Atty. Paraiso was not previously furnished with
the names and residence certificates of the witnesses as to enable him to type such
data into the document Exhibit ' L which the petitioner assails as contradictory and
irreconcilable with the statement of the Court that Atty. Paraiso was handed a list
(containing the names of the witnesses and their respective residence certificates)
immediately upon their arrival in the law office by Isabel Gabriel and this was
corroborated by Atty. Paraiso himself who testified that it was only on said occasion
that he received such list from Isabel Gabriel, We cannot agree with petitioner's
contention. We find no contradiction for the, respondent Court held that on the
occasion of the will making on April 15, 1961, the list was given immediately to Atty.
Paraiso and that no such list was given the lawyer in any previous occasion or date
prior to April 15, 1961.
But whether Atty. Paraiso was previously furnished with the names and residence
certificates of the witnesses on a prior occasion or on the very occasion and date in
April 15, 1961 when the will was executed, is of no moment for such data appear in
the notarial acknowledgment of Notary Public Cipriano Paraiso, subscribed and sworn
to by the witnesses on April 15, 1961 following the attestation clause duly executed
and signed on the same occasion, April 15, 1961. And since Exhibit "F" is a notarial will
duly acknowledged by the testatrix and the witnesses before a notary public, the same
is a public document executed and attested through the intervention of the notary
public and as such public document is evidence of the facts in clear, unequivocal
manner therein expressed. It has in its favor the presumption of regularity. To
contradict all these, there must be evidence that is clear, convincing and more than
the testatrix and the other two witnesses, Celso Gimpaya and Maria Gimpaya. Such
factual finding of the appellate court is very clear, thus: "On the contrary, the record is
replete with proof that Matilde Orobia was physically present when the will was signed
by Isabel Gabriel on April '15, 1961 along with her co-witnesses Celso Gimpaya and
Maria Gimpaya. The trial court's conclusion that Orobia's admission that she gave piano
lessons to the child of the appellant on Wednesdays and Saturdays and that April 15,
1961 happened to be a Saturday for which reason Orobia could not have been present
to witness the will on that day is purely conjectural. Witness Orobia did not admit
having given piano lessons to the appellant's child every Wednesday and Saturday
without fail. It is highly probable that even if April 15, 1961 were a Saturday, she gave
no piano lessons on that day for which reason she could have witnessed the execution
of the will. Orobia spoke of occasions when she missed giving piano lessons and had to
make up for the same. Anyway, her presence at the law office of Atty. Paraiso was in
the morning of April 15, 1961 and there was nothing to preclude her from giving piano
lessons on the afternoon of the same day in Navotas, Rizal."
In addition to the testimony of Matilde Orobia, Celso Gimpaya and Maria Gimpaya that
Matilde was present on April 15, 1961 and that she signed the attestation clause to the
will and on the left-hand margin of each of the pages of the will, the documentary
evidence which is the will itself, the attestation clause and the notarial
acknowledgment overwhelmingly and convincingly prove such fact that Matilde Orobia
was present on that day of April 15, 1961 and that she witnessed the will by signing
her name thereon and acknowledged the same before the notary public, Atty. Cipriano
P. Paraiso. The attestation clause which Matilde Orobia signed is the best evidence as
to the date of signing because it preserves in permanent form a recital of all the
material facts attending the execution of the will. This is the very purpose of the
attestation clause which is made for the purpose of preserving in permanent form a
record of the facts attending the execution of the will, so that in case of failure in the
memory of the subscribing witnesses, or other casualty they may still be proved.
(Thompson on Wills, 2nd ed., Sec. 132; Leynez vs. Leynez, 68 Phil. 745).
As to the seventh error assigned by petitioner faulting the Court of Appeals in holding
that the trial court gave undue importance to the picture-takings as proof that the win
was improperly executed, We agree with the reasoning of the respondent court that:
"Matilde Orobia's Identification of the photographer as "Cesar Mendoza", contrary to
what the other two witnesses (Celso and Maria Gimpaya) and Atty. Paraiso said that
the photographer was Benjamin Cifra, Jr., is at worst a minor mistake attributable to
lapse of time. The law does not require a photographer for the execution and
attestation of the will. The fact that Miss Orobia mistakenly Identified the photographer
as Cesar Mendoza scarcely detracts from her testimony that she was present when the
will was signed because what matters here is not the photographer but the photograph
taken which clearly portrays Matilde Orobia herself, her co-witnesses Celso Gimpaya. "
Further, the respondent Court correctly held: "The trial court gave undue importance to
the picture takings, jumping therefrom to the conclusion that the will was improperly
executed. The evidence however, heavily points to only one occasion of the execution
of the will on April 15, 1961 which was witnessed by Matilde Orobia, Celso Gimpaya
hes peculiarly within the province of trial courts and generally, the appellate court
should not interfere with the same. In the instant case, however, the Court of Appeals
found that the trial court had overlooked and misinterpreted the facts and
circumstances established in the record. Whereas the appellate court said that
"Nothing in the record supports the trial court's unbelief that Isabel Gabriel dictated
her will without any note or document to Atty. Paraiso;" that the trial court's conclusion
that Matilde Orobia could not have witnessed anybody signing the alleged will or that
she could not have witnessed Celso Gimpaya and Maria Gimpaya sign the same or that
she witnessed only the deceased signing it, is a conclusion based not on facts but on
inferences; that the trial court gave undue importance to the picture-takings, jumping
therefrom to the conclusion that the will was improperly executed and that there is
nothing in the entire record to support the conclusion of the court a quo that the will
signing occasion was a mere coincidence and that Isabel Gabriel made an appointment
only with Matilde Orobia to witness the signing of her will, then it becomes the duty of
the appellate court to reverse findings of fact of the trial court in the exercise of its
appellate jurisdiction over the lower courts.
Still the petitioner insists that the case at bar is an exception to the rule that the
judgment of the Court of Appeals is conclusive as to the facts and cannot be reviewed
by the Supreme Court. Again We agree with the petitioner that among the exceptions
are: (1) when the conclusion is a finding grounded entirely on speculations, surmises
or conjectures; (2) when the inference is manifestly mistaken, absurd or impossible;
(3) when there is a grave abuse of discretion; (4) when the presence of each other as
required by law. " Specifically, We affirm that on April 15, 1961 the testatrix Isabel
Gabriel, together with Matilde Orobia, Celso Gimpaya and his wife Maria Gimpaya, and
a photographer proceeded in a car to the office of Atty. Cipriano Paraiso at the Bank of
P.I. Building, Manila in the morning of that day; that on the way, Isabel Gabriel
obtained a medical certificate from one Dr. Chikiamko which she gave to Atty. Paraiso
upon arriving at the latter's office and told the lawyer that she wanted her will to be
made; that Atty. Paraiso asked Isabel Gabriel to dictate what she wanted to be written
in the will and the attorney wrote down the dictation of Isabel Gabriel in Tagalog, a
language known to and spoken by her; that Atty. Paraiso read back to her what he
wrote as dictated and she affirmed their correctness; the lawyer then typed the will
and after finishing the document, he read it to her and she told him that it was alright;
that thereafter, Isabel Gabriel signed her name at the end of the will in the presence of
the three witnesses Matilde Orobia, Celso Gimpaya and Maria Gimpaya and also at the
left-hand margin of each and every page of the document in the presence also of the
said three witnesses; that thereafter Matilde Orobia attested the will by signing her
name at the end of the attestation clause and at the left-hand margin of pages 1, 2, 3
and 5 of the document in the presence of Isabel Gabriel and the other two witnesses,
Celso Gimpaya and Maria Gimpaya; then, Celso Gimpaya signed also the will at the
bottom of the attestation clause and at the left-hand margin of the other pages of the
document in the presence of Isabel Gabriel, Matilde Orobia and Maria Gimpaya; that
Maria Gimpaya followed suit, signing her name at the foot of the attestation clause and
at the left-hand margin of every page in the presence of Isabel Gabriel, Matilde Orobia
and Celso Gimpaya; that thereafter, Atty. Paraiso notarized the will as Page No. 94,
the testatrix. Adriana Maloto, and thus, denied the petition. The petitioners appealed
the trial court's decision to the Intermediate Appellate Court which, on June 7, 1985,
affirmed the order. The petitioners' motion for reconsideration of the adverse decision
proved to be of no avail, hence, this petition.
For a better understanding of the controversy, a factual account would be a great help.
SARMIENTO, J.:
This is not the first time that the parties to this case come to us. In fact, two other
cases directly related to the present one and involving the same parties had already
been decided by us in the past. In G.R. No. L-30479, 1which was a petition for
certiorari and mandamus instituted by the petitioners herein, we dismissed the petition
ruling that the more appropriate remedy of the petitioners is a separate proceeding for
the probate of the will in question. Pursuant to the said ruling, the petitioners
commenced in the then Court of First Instance of Iloilo, Special Proceeding No. 2176,
for the probate of the disputed will, which was opposed by the private respondents
presently, Panfilo and Felino both surnamed Maloto. The trial court dismissed the
petition on April 30, 1970. Complaining against the dismissal, again, the petitioners
came to this Court on a petition for review by certiorari. 2 Acting on the said petition,
we set aside the trial court's order and directed it to proceed to hear the case on the
merits. The trial court, after hearing, found the will to have already been revoked by
On October 20, 1963, Adriana Maloto died leaving as heirs her niece and nephews, the
petitioners Aldina Maloto-Casiano and Constancio, Maloto, and the private respondents
Panfilo Maloto and Felino Maloto. Believing that the deceased did not leave behind a
last will and testament, these four heirs commenced on November 4, 1963 an intestate
proceeding for the settlement of their aunt's estate. The case was instituted in the then
Court of First Instance of Iloilo and was docketed as Special Proceeding No. 1736.
However, while the case was still in progress, or to be exact on February 1, 1964, the
parties Aldina, Constancio, Panfilo, and Felino executed an agreement of
extrajudicial settlement of Adriana's estate. The agreement provided for the division of
the estate into four equal parts among the parties. The Malotos then presented the
extrajudicial settlement agreement to the trial court for approval which the court did
on March 21, 1964. That should have signalled the end of the controversy, but,
unfortunately, it had not.
Three years later, or sometime in March 1967, Atty. Sulpicio Palma, a former associate
of Adriana's counsel, the late Atty. Eliseo Hervas, discovered a document entitled
"KATAPUSAN NGA PAGBUBULAT-AN (Testamento)," dated January 3,1940, and
purporting to be the last will and testament of Adriana. Atty. Palma claimed to have
found the testament, the original copy, while he was going through some materials
inside the cabinet drawer formerly used by Atty. Hervas. The document was submitted
to the office of the clerk of the Court of First Instance of Iloilo on April 1, 1967.
Incidentally, while Panfilo and Felino are still named as heirs in the said will, Aldina and
Constancio are bequeathed much bigger and more valuable shares in the estate of
Adriana than what they received by virtue of the agreement of extrajudicial settlement
they had earlier signed. The will likewise gives devises and legacies to other parties,
among them being the petitioners Asilo de Molo, the Roman Catholic Church of Molo,
and Purificacion Miraflor.
Thus, on May 24, 1967, Aldina and Constancio, joined by the other devisees and
legatees named in the will, filed in Special Proceeding No. 1736 a motion for
reconsideration and annulment of the proceedings therein and for the allowance of the
will When the trial court denied their motion, the petitioner came to us by way of a
petition for certiorari and mandamus assailing the orders of the trial court . 3 As we
stated earlier, we dismissed that petition and advised that a separate proceeding for
the probate of the alleged will would be the appropriate vehicle to thresh out the
matters raised by the petitioners.
In this case, while animus revocandi or the intention to revoke, may be conceded, for
that is a state of mind, yet that requisite alone would not suffice. "Animus revocandi is
only one of the necessary elements for the effective revocation of a last will and
testament. The intention to revoke must be accompanied by the overt physical act of
burning, tearing, obliterating, or cancelling the will carried out by the testator or by
another person in his presence and under his express direction. There is paucity of
evidence to show compliance with these requirements. For one, the document or
papers burned by Adriana's maid, Guadalupe, was not satisfactorily established to be a
will at all, much less the will of Adriana Maloto. For another, the burning was not
proven to have been done under the express direction of Adriana. And then, the
burning was not in her presence. Both witnesses, Guadalupe and Eladio, were one in
stating that they were the only ones present at the place where the stove (presumably
in the kitchen) was located in which the papers proffered as a will were burned.
The respondent appellate court in assessing the evidence presented by the private
respondents as oppositors in the trial court, concluded that the testimony of the two
witnesses who testified in favor of the will's revocation appear "inconclusive." We share
the same view. Nowhere in the records before us does it appear that the two
witnesses, Guadalupe Vda. de Corral and Eladio Itchon, both illiterates, were
unequivocably positive that the document burned was indeed Adriana's will.
Guadalupe, we think, believed that the papers she destroyed was the will only
because, according to her, Adriana told her so. Eladio, on the other hand, obtained his
information that the burned document was the will because Guadalupe told him so,
thus, his testimony on this point is double hearsay.
At this juncture, we reiterate that "(it) is an important matter of public interest that a
purported win is not denied legalization on dubious grounds. Otherwise, the very
institution of testamentary succession will be shaken to its very foundations ...." 4
The private respondents in their bid for the dismissal of the present action for probate
instituted by the petitioners argue that the same is already barred by res
adjudicata. They claim that this bar was brought about by the petitioners' failure to
appeal timely from the order dated November 16, 1968 of the trial court in the
intestate proceeding (Special Proceeding No. 1736) denying their (petitioners') motion
to reopen the case, and their prayer to annul the previous proceedings therein and to
allow the last will and testament of the late Adriana Maloto. This is untenable.
The doctrine of res adjudicata finds no application in the present controversy. For a
judgment to be a bar to a subsequent case, the following requisites must concur: (1)
the presence of a final former judgment; (2) the former judgment was rendered by a
court having jurisdiction over the subject matter and the parties; (3) the former
judgment is a judgment on the merits; and (4) there is, between the first and the
second action, Identity of parties, of subject matter, and of cause of action. 5 We do
not find here the presence of all the enumerated requisites.
In
the
matter
of
the
estate
of
Rufina
BUSTAMANTE, administrator-appellant,
vs.
PETRONA AREVALO, ET AL., oppositors-appellees.
Nicasio
Yatco
Ventura and Belmonte for appellees.
for
Arevalo.
ARISTON
appellant.
BOCOBO, J.:
The main issue in this case is whether or not Exhibit C, presented by appellant for
allowance as the last will and testament of the deceased Rufina Arevalo, is a forgery.
The Court of First Instance of Manila held that it was a forged document, and allowed
an earlier will, Exhibit 6, whose authenticity was unquestioned. The value of the estate
is over P50,000.
The questioned document was prepared and signed in duplicate. It consists of two
pages and is dated October 2, 1937. It appears to be signed by Rufina Arevalo and by
three witnesses, Manuel M. Cruz, Remigo Colina and Angel Sanchez. The formal
requisites of a will have been complied with.
An initial fact that arrests the attention is the formulation by the appellees of the
allegation of forgery even before seeing the questioned document. Said charge of
forgery was signed on April 22, 1938, although Exhibit C, which had been in a sealed
envelop, was not opened by order of the court till the next day, April 23, 1938. It is
true that the opposition by the appellees was not actually filed in court till April 23, but
it was signed by appellees' attorneys on April 22, was subscribed and sworn to by
Amando Clemente on April 22, and a copy thereof was sent by registered mail to
Attorney Nicasio Yatco on April 22. Moreover, in the morning of April 23, appellees
attorneys Messrs. Jose Belmonte and Vicente Delgado, announced their opposition to
the will Exhibit C in open court, before said documents was opened by order of the
court on that day.
One of the principal reasons of the court a quo for believing Exhibit C to be a forgery is
that in the genuine signatures the terminal stroke of the capital "R" in "Rufina" is not
joined with the letter "u," while in Exhibit C such ending is united with the letter "u" in
the two marginal signatures, although in the central signature appearing on page 2,
the two letters are separated. The probate court believes that this difference between
the marginal and the central signatures is due to the fact that the forger first used the
check of "La Previsora" (Exhibit I) as the model in falsifying the marginal signatures,
but having been shown another signature with the characteristic already mentioned
separation of the two letters he tried to imitate said peculiarity in making central
signature.
xxx
xxx
Furthermore, it is to be noted that the document in question was prepared and signed
in duplicate, so that there are six signatures of Rufina Arevalo, instead of only three. It
is reasonable to believe that a forger would reduce the number of signatures to be
forged so as to lessen the danger of detection. In this case, Attorney Nicasio Yatco,
who supervised the execution of Exhibit C, must have known that it was not necessary
to make a signed duplicate of the will.
As for the probate court's opinion that the forger must have used Exhibit I (a check
issued by "La Previsora" to Rufina Arevalo) as a model in falsifying the marginal
signatures, it is highly improbable that said check was in the hands of Rufina Arevalo
or of her attorney, Nicasio Yatco, on or about October 2, 1937, when the document in
question was signed. The check had been issued on June 30, 1936, or over a year
before, and it must have been returned by the bank concerned to "La Previsora" in the
ordinary course of business, because it was produced by the Manager of "La
Previsora." It should likewise be observed that the signature on the first page of the
duplicate will (Exhibit C-3) does not have the supposed peculiarity of the standard
signatures, that is the separation between "R" and "u." If, as the lower court states,
the forger upon being shown a model other than Exhibit I, imitated said characteristic
separation in making the central or body signature on the original will Exhibit C, it is
indeed strange that he should not do the same immediately thereafter on the first page
of the duplicate will but that he should, instead, repeat the mistake he had made on
the marginal signatures on the original will.
Finally, to conclude that a forgery has been committed, the evidence should be
forcefully persuasive. Before we are disposed to find that an attorney-at-law has so
debased himself as to aid and abet the forgery of a will, which would not only send him
to jail for many years but would ruin his future, we must require proof sufficiently
strong to prevail against every fair and thoughtful hesitancy and doubt. And the
instrumental witnesses have testified that Rufina Arevalo signed the will in their
presence. It is hard to believe they would commit perjury as it has not been shown
they had any interest in this case.
Therefore, we find that the will of Rufina Arevalo, dated October 2, 1937 and marked
Exhibit C, is genuine and should be allowed.
It is unnecessary to discuss the incidental issues of fact so ably presented by counsel
and examined in detail by the probate court, inasmuch as the foregoing disposes of the
basic question raised. The relative position of the contending devisees in the affection
of the deceased; whether Rufina Arevalo could go alone to the law office of Attorney
Yatco on October 2, 1937 to sign the will Exhibit C; the alleged resentment of the
testatrix toward Amando Clemente when she signed the second will, and similar
questions are not of sufficient significance to alter the conclusion herein arrived at. In
fact, they merely tend to becloud the main issue.
Testate Estate of the Deceased MARIANO MOLO Y LEGASPI. JUANA JUAN VDA.
DE
MOLO, petitioner-appellee,
vs.
LUZ, GLICERIA and CORNELIO MOLO, oppositors-appellants.
Claro
M.
Recto
and
Delgado & Flores for appellee.
BAUTISTA ANGELO, J.:
Serafin
C.
Dizon
for
appellants.
II. The court a quo erred in not holding that the petitioner is now estopped
from seeking the probate of Molo's alleged will of 1918.
III. The lower court erred in not holding that petitioner herein has come to
court with "unclean hands" and as such is not entitled to relief.
IV. The probate court erred in not holding that Molo's alleged will of August
17, 1918 was not executed in the manner required by law.
V. The probate court erred in not holding that the alleged will of 1918 was
deliberately revoked by Molo himself.
VI. The lower court erred in not holding that Molo's will of 1918 was
subsequently revoked by the decedent's will of 1939.
In their first assignment of error, counsel for oppositors contend that the probate court
erred in not holding that the petitioner voluntarily and deliberately frustrated the
probate of the will dated June 20, 1939, in order to enable her to obtain the probate of
the will executed by the deceased on August 17, 1918, pointing out certain facts and
circumstances with their opinion indicate that petitioner connived with the witness
Canuto Perez in an effort to defeat and frustrate the probate of the 1939 will because
of her knowledge that said will intrinsically defective in that "the one and only
testamentory disposition thereof was a "disposicion captatoria". These circumstances,
counsel for the appellants contend, constitute a series of steps deliberately taken by
petitioner with a view to insuring the realization of her plan of securing the probate of
the 1918 will which she believed would better safeguard her right to inherit from the
decease.
These imputations of fraud and bad faith allegedly committed in connection with
special proceedings No. 8022, now closed and terminated, are vigorously met by
counsel for petitioner who contends that to raise them in these proceedings which are
entirely new and distinct and completely independent from the other is improper and
unfair as they find no support whatsoever in any evidence submitted by the parties in
this case. They are merely based on the presumptions and conjectures not supported
by any proof. For this reason, counsel, contends, the lower court was justified in
disregarding them and in passing them sub silentio in its decision.
A careful examination of the evidence available in this case seems to justify this
contention. There is indeed no evidence which may justify the insinuation that
petitioner had deliberately intended to frustrate the probate of the 1939 will of the
deceased to enable her to seek the probate of another will other than a mere
conjecture drawn from the apparently unexpected testimony of Canuto Perez that he
went out of the room to answer an urgent call of nature when Artemio Reyes was
signing the will and the failure of petitioner later to impeach the character of said
Having reached the foregoing conclusions, it is obvious that the court did not commit
the second and third errors imputed to it by the counsel for appellants. Indeed,
petitioner cannot be considered guilty or estoppel which would prevent her from
seeking the probate of the 1918 will simply because of her effort to obtain the
allowance of the 1939 will has failed considering that in both the 1918 and 1939 wills
she was in by her husband as his universal heir. Nor can she be charged with bad faith
far having done so because of her desire to prevent the intestacy of her husband. She
cannot be blamed being zealous in protecting her interest.
The next contention of appellants refers to the revocatory clause contained in 1939 will
of the deceased which was denied probate. They contend that, notwithstanding the
disallowance of said will, the revocatory clause is valid and still has the effect of
nullifying the prior of 1918.
Counsel for petitioner meets this argument by invoking the doctrine laid down in the
case of Samson vs. Naval, (41 Phil., 838). He contends that the facts involved in that
case are on all fours with the facts of this case. Hence, the doctrine is that case is here
controlling.
There is merit in this contention. We have carefully read the facts involved in the
Samson case we are indeed impressed by their striking similarity with the facts of this
case. We do not need to recite here what those facts are; it is enough to point out that
they contain many points and circumstances in common. No reason, therefore, is seen
by the doctrine laid down in that case (which we quote hereunder) should not apply
and control the present case.
A subsequent will, containing a clause revoking a previous will, having been
disallowed, for the reason that it was not executed in conformity with the
provisions of section 618 of the Code of Civil Procedure as to the making of
wills, cannot produce the effect of annulling the previous will, inasmuch as
said revocatory clause is void. (41 Phil., 838.)
Apropos of this question, counsel for oppositors make the remark that, while they do
not disagree with the soundness of the ruling laid down in the Samson case, there is
reason to abandon said ruling because it is archaic or antiquated and runs counter to
the modern trend prevailing in American jurisprudence. They maintain that said ruling
is no longer controlling but merely represents the point of view of the minority and
should, therefore, be abandoned, more so if we consider the fact that section 623 of
our Code of Civil Procedure, which governs the revocation of wills, is of American origin
and as such should follow the prevailing trend of the majority view in the United
States. A long line of authorities is cited in support of this contention. And these
authorities hold the view, that "an express revocation is immediately effective upon the
execution of the subsequent will, and does not require that it first undergo the
formality of a probate proceeding". (p. 63, appellants' brief .
We find the same opinion in the American Law Reports, Annotated, edited in 1939. On
page 1400, Volume 123, there appear many authorities on the "application of rules
where second will is invalid", among which a typical one is the following:
It is universally agreed that where the second will is invalid on account of not
being executed in accordance with the provisions of the statute, or where the
testator who has not sufficient mental capacity to make a will or the will is
procured through undue influence, or the such, in other words, where the
second will is really no will, it does not revoke the first will or affect it in any
manner. Mort vs. Baker University (193-5) 229 Mo. App., 632, 78 S.W. (2d),
498.
These treaties cannot be mistaken. They uphold the view on which the ruling in the
Samson case is predicated. They reflect the opinion that this ruling is sound and good
and for this reason, we see no justification for abondoning it as now suggested by
counsel for the oppositors.
It is true that our law on the matter (sec. 623, Code Civil Procedure) provides that a
will may be some will, codicil, or other writing executed as proved in case of wills" but
it cannot be said that the 1939 will should be regarded, not as a will within the
meaning of said word, but as "other writing executed as provided in the case of wills",
simply because it was denied probate. And even if it be regarded as any other
writing within the meaning of said clause, there is authority for holding that unless said
writing is admitted to probate, it cannot have the effect of revocation. (See 57 Am. Jur.
pp. 329-330).
But counsel for oppositors contemned that, regardless of said revocatory clause, said
will of 1918 cannot still be given effect because of the presumption that it was
deliberately revoked by the testator himself. The oppositors contend that the testator,
after executing the 1939 will, and with full knowledge of the recovatory clause
contained said will, himself deliberately destroyed the original of the 1918 will, and for
that reason the will submitted by petitioner for probate in these proceedings is only a
duplicate of said original.
There is no evidence which may directly indicate that the testator deliberately
destroyed the original of the 1918 will because of his knowledge of the revocatory
clause contained in the will he executed in 1939. The only evidence we have is that
when the first will was executed in 1918, Juan Salcedo, who prepared it, gave the
original and copies to the testator himself and apparently they remained in his
possession until he executed his second will in 1939. And when the 1939 will was
denied probate on November 29, 1943, and petitioner was asked by her attorney to
look for another will, she found the duplicate copy (Exhibit A) among the papers or
files of the testator. She did not find the original.
conditional. It must appear that the revocation is dependent upon the valid
execution of a new will. (1 Alexander, p. 751; Gardner, p. 253.)
We hold therefore, that even in the supposition that the destruction of the original will
by the testator could be presumed from the failure of the petitioner to produce it in
court, such destruction cannot have the effect of defeating the prior will of 1918
because of the fact that it is founded on the mistaken belief that the will of 1939 has
been validly executed and would be given due effect. The theory on which this principle
is predicated is that the testator did not intend to die intestate. And this intention is
clearly manifest when he executed two wills on two different occasion and instituted
his wife as his universal heir. There can therefore be no mistake as to his intention of
dying testate.
The remaining question to be determined refers to the sufficiency of the evidence to
prove the due execution of the will.
The will in question was attested, as required by law, by three witnesses, Lorenzo
Morales, Rufino Enriquez, and Angel Cuenca. The first two witnesses died before the
commencement of the present proceedings. So the only instrumental witness available
was Angel Cuenca and under our law and precedents, his testimony is sufficient to
prove the due execution of the will. However, petitioner presented not only the
testimony of Cuenca but placed on the witness stand Juan Salcedo, the notary public
who prepared and notarized the will upon the express desire and instruction of the
testator, The testimony of these witnesses shows that the will had been executed in the
manner required by law. We have read their testimony and we were impressed by their
readiness and sincerity. We are convinced that they told the truth.
Wherefore, the order appealed from is hereby affirmed, with costs against the
appellants.1wphl.nt
RELOVA, J.:
This case was certified to this Tribunal by the Court of Appeals for final determination
pursuant to Section 3, Rule 50 of the Rules of Court.
The appellees likewise moved for the consolidation of the case with
another case Sp. Proc. No, 8275). Their motion was granted by the
court in an order dated April 4, 1977.
On November 13, 1978, following the consolidation of the cases, the
appellees moved again to dismiss the petition for the probate of the
will. They argued that:
(1) The alleged holographic was not a last will but merely an
instruction as to the management and improvement of the schools
and colleges founded by decedent Ricardo B. Bonilla; and
(2) Lost or destroyed holographic wills cannot be proved by
secondary evidence unlike ordinary wills.
Upon opposition of the appellant, the motion to dismiss was denied
by the court in its order of February 23, 1979.
execution has been proved. The probate may be uncontested or not. If uncontested, at
least one Identifying witness is required and, if no witness is available, experts may be
resorted 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 available, the will
can not be probated because the best and only evidence is the handwriting of the
testator in said will. It is necessary that there be a comparison between sample
handwritten statements of the testator 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, the Court ruled that "the execution and the contents of a lost or destroyed
holographic will may not be proved by the bare testimony of witnesses who have seen
and/or read such will. The will itself must be presented; otherwise, it shall produce no
effect. The law regards the document itself as material proof of authenticity." But, in
Footnote 8 of said decision, it says 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 tested before the probate court," Evidently, the photostatic or xerox copy 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.
YNARES-SANTIAGO, J.:
May a last will and testament admitted to probate but declared intrinsically void in an
order that has become final and executory still be given effect? This is the issue that
arose from the following antecedents:
Private respondents were the legitimate children of Alejandro Dorotheo and Aniceta
Reyes. The latter died in 1969 without her estate being settled. Alejandro died
thereafter. Sometime in 1977, after Alejandro's death, petitioner, who claims to have
taken care of Alejandro before he died, filed a special proceeding for the probate of the
latter's last will and testament. In 1981, the court issued an order admitting
Alejandro's will to probate. Private respondents did not appeal from said order. In
1983, they filed a "Motion To Declare The Will Intrinsically Void." The trial court granted
the motion and issued an order, the dispositive portion of which reads:
WHEREFORE, in view of the foregoing, Order is hereby issued
declaring Lourdes Legaspi not the wife of the late Alejandro
Dorotheo, the provisions of the last will and testament of Alejandro
Dorotheo as intrinsically void, and declaring the oppositors Vicente
Dorotheo, Jose Dorotheo and Nilda Dorotheo Quintana as the only
heirs of the late spouses Alejandro Dorotheo and Aniceta Reyes,
whose respective estates shall be liquidated and distributed
according to the laws on intestacy upon payment of estate and other
taxes due to the government. 1
Petitioner moved for reconsideration arguing that she is entitled to some compensation
since she took care of Alejandro prior to his death although she admitted that they
were not married to each other. Upon denial of her motion for reconsideration,
petitioner appealed to the Court of Appeals, but the same was dismissed for failure to
file
appellant's
brief
within
the
extended
period
granted. 2 This dismissal became final and executory on February 3, 1989 and a
corresponding entry of judgment was forthwith issued by the Court of Appeals on May
16, 1989. A writ of execution was issued by the lower court to implement the final and
executory Order. Consequently, private respondents filed several motions including a
motion to compel petitioner to surrender to them the Transfer Certificates of Titles
(TCT) covering the properties of the late Alejandro. When petitioner refused to
surrender the TCT's, private respondents filed a motion for cancellation of said titles
and for issuance of new titles in their names. Petitioner opposed the motion.
17
Petitioner was privy to the suit calling for the declaration of the intrinsic invalidity of
the will, as she precisely appealed from an unfavorable order therefrom. Although the
final and executory Order of January 30, 1986 wherein private respondents were
declared as the only heirs do not bind those who are not parties thereto such as the
alleged illegitimate son of the testator, the same constitutes res judicata with respect
to those who were parties to the probate proceedings. Petitioner cannot again raise
those matters anew for relitigation otherwise that would amount to forum-shopping. It
should be remembered that forum shopping also occurs when the same issue had
already been resolved adversely by some other court. 18 It is clear from the executory
order that the estates of Alejandro and his spouse should be distributed according to
the laws of intestate succession.
Petitioner posits that the January 30, 1986 Order is merely interlocutory, hence it can
still be set aside by the trial court. In support thereof, petitioner argues that "an order
merely declaring who are heirs and the shares to which set of heirs is entitled cannot
be the basis of execution to require delivery of shares from one person to another
particularly when no project of partition has been filed." 19 The trial court declared in
the January 30, 1986 Order that petitioner is not the legal wife of Alejandro, whose
only heirs are his three legitimate children (petitioners herein), and at the same time it
nullified the will. But it should be noted that in the same Order, the trial court also said
that the estate of the late spouses be distributed according to the laws of intestacy.
Accordingly, it has no option but to implement that order of intestate distribution and
not to reopen and again re-examine the intrinsic provisions of the same will.
It can be clearly inferred from Article 960 of the Civil Code, on the law of successional
rights that testacy is preferred to intestacy. 20 But before there could be testate
distribution, the will must pass the scrutinizing test and safeguards provided by law
considering that the deceased testator is no longer available to prove the voluntariness
of his actions, aside from the fact that the transfer of the estate is usually onerous in
nature and that no one is presumed to give Nemo praesumitur donare. 21 No
intestate distribution of the estate can be done until and unless the will had failed to
pass both its extrinsic and intrinsic validity. If the will is extrinsically void, the rules of
intestacy apply regardless of the intrinsic validity thereof. If it is extrinsically valid, the
next test is to determine its intrinsic validity that is whether the provisions of the will
are valid according to the laws of succession. In this case, the court had ruled that the
will of Alejandro was extrinsically valid but the intrinsic provisions thereof were void.
Thus, the rules of intestacy apply as correctly held by the trial court.
Furthermore, Alejandro's disposition in his will of the alleged share in the conjugal
properties of his late spouse, whom he described as his "only beloved wife", is not a
valid reason to reverse a final and executory order. Testamentary dispositions of
properties not belonging exclusively to the testator or properties which are part of the
conjugal regime cannot be given effect. Matters with respect to who owns the
properties that were disposed of by Alejandro in the void will may still be properly
ventilated and determined in the intestate proceedings for the settlement of his and
that of his late spouse's estate.
Petitioner's motion for appointment as administratrix is rendered moot considering that
she was not married to the late Alejandro and, therefore, is not an heir.
WHEREFORE, the petition is DENIED and the decision appealed from is AFFIRMED.
SO ORDERED.