Succession Feb 21 Provisions + Digests
Succession Feb 21 Provisions + Digests
Succession Feb 21 Provisions + Digests
III. Holographic wills; witnesses to wills; codicils and country in which he may be. Such will may be probated in the
incorporation by reference; revocation of wills and testamentary Philippines. (n)
dispositions; republication and revival of wills)
Art. 816. The will of an alien who is abroad produces effect in the
Articles 810-837, Civil Code: Philippines if made with the formalities prescribed by the law of
the place in which he resides, or according to the formalities
Art. 810. A person may execute a holographic will which must be observed in his country, or in conformity with those which this
entirely written, dated, and signed by the hand of the testator Code prescribes. (n)
himself. It is subject to no other form, and may be made in or out
of the Philippines, and need not be witnessed.(678, 688a) Art. 817. A will made in the Philippines by a citizen or subject of
another country, which is executed in accordance with the law of
Art. 811. In the probate of a holographic will, it shall be necessary the country of which he is a citizen or subject, and which might be
that at least one witness who knows the handwriting and proved and allowed by the law of his own country, shall have the
signature of the testator explicitly declare that the will and the same effect as if executed according to the laws of the
signature are in the handwriting of the testator. If the will is Philippines. (n)
contested, at least three of such witnesses shall be required.
Art. 818. Two or more persons cannot make a will jointly, or in the
In the absence of any competent witness referred to in the same instrument, either for their reciprocal benefit or for the
preceding paragraph, and if the court deem it necessary, expert benefit of a third person. (669)
testimony may be resorted to. (619a)
Art. 819. Wills, prohibited by the preceding article, executed by
Art. 812. In holographic wills, the dispositions of the testator Filipinos in a foreign country shall not be valid in the Philippines,
written below his signature must be dated and signed by him in even though authorized by the laws of the country where they may
order to make them valid as testamentary dispositions. (n) have been executed. (733a)
Art. 813. When a number of dispositions appearing in a
holographic will are signed without being dated, and the last SUBSECTION 4. - Witnesses to Wills
disposition has a signature and a date, such date validates the
dispositions preceding it, whatever be the time of prior Art. 820. Any person of sound mind and of the age of eighteen
dispositions. (n) years or more, and not bind, deaf or dumb, and able to read and
write, may be a witness to the execution of a will mentioned in
Art. 814. In case of any insertion, cancellation, erasure or Article 805 of this Code. (n)
alteration in a holographic will, the testator must authenticate the Art. 821. The following are disqualified from being witnesses to a
same by his full signature. (n) will:
Art. 815. When a Filipino is in a foreign country, he is authorized to • (1) Any person not domiciled in the Philippines;
make a will in any of the forms established by the law of the (2) Those who have been convicted of falsification of a
SUCCESSION FEB 21 PROVISIONS + DIGESTS Page 2 of 29
document, perjury or false testimony. (n)
stating among other things the number of pages thereof;
(3) It must be identified by clear and satisfactory proof as
the document or paper referred to therein; and
Art. 822. If the witnesses attesting the execution of a will are (4) It must be signed by the testator and the witnesses on
competent at the time of attesting, their becoming subsequently each and every page, except in case of voluminous books
incompetent shall not prevent the allowance of the will. (n) of account or inventories. (n)
Art. 823. If a person attests the execution of a will, to whom or to
whose spouse, or parent, or child, a devise or legacy is given by
such will, such devise or legacy shall, so far only as concerns SUBSECTION 6. - Revocation of Wills and Testamentary
such person, or spouse, or parent, or child of such person, or any Dispositions
one claiming under such person or spouse, or parent, or child, be
void, unless there are three other competent witnesses to such Art. 828. A will may be revoked by the testator at any time before
will. However, such person so attesting shall be admitted as a his death. Any waiver or restriction of this right is void. (737a)
witness as if such devise or legacy had not been made or Art. 829. A revocation done outside the Philippines, by a person
given. (n) who does not have his domicile in this country, is valid when it is
done according to the law of the place where the will was made, or
Art. 824. A mere charge on the estate of the testator for the according to the law of the place in which the testator had his
payment of debts due at the time of the testator's death does not domicile at the time; and if the revocation takes place in this
prevent his creditors from being competent witnesses to his country, when it is in accordance with the provisions of this
will. (n) Code. (n)
SUBSECTION 5. - Codicils and Incorporation by Reference Art. 830. No will shall be revoked except in the following cases:
Art. 825. A codicil is supplement or addition to a will, made after
the execution of a will and annexed to be taken as a part thereof, • (1) By implication of law; or
by which disposition made in the original will is explained, added (2) By some will, codicil, or other writing executed as
to, or altered. (n) provided in case of wills; or
(3) By burning, tearing, cancelling, or obliterating the will
Art. 826. In order that a codicil may be effective, it shall be with the intention of revoking it, by the testator himself, or
executed as in the case of a will. (n) by some other person in his presence, and by his express
direction. If burned, torn, cancelled, or obliterated by some
Art. 827. If a will, executed as required by this Code, incorporates other person, without the express direction of the testator,
into itself by reference any document or paper, such document or the will may still be established, and the estate distributed
paper shall not be considered a part of the will unless the in accordance therewith, if its contents, and due execution,
following requisites are present: and the fact of its unauthorized destruction, cancellation, or
obliteration are established according to the Rules of
• (1) The document or paper referred to in the will must be in Court. (n)
existence at the time of the execution of the will;
(2) The will must clearly describe and identify the same,
SUCCESSION FEB 21 PROVISIONS + DIGESTS Page 3 of 29
Art. 831. Subsequent wills which do not revoke the previous ones
in an express manner, annul only such dispositions in the prior *Cases:
wills as are inconsistent with or contrary to those contained in the 1. SPOUSES ROBERTO AND THELMA AJERO, petitioners, vs. THE
latter wills. (n) COURT OF APPEALS AND CLEMENTE SAND, respondents. [G.R.
Art. 832. A revocation made in a subsequent will shall take effect, No. 106720. September 15, 1994.] ->
even if the new will should become inoperative by reason of the
incapacity of the heirs, devisees or legatees designated therein, or FACTS: The holographic will of the late Annie Sand, who died on
by their renunciation. (740a) November 25, 1982, was submitted for probate with the RTC of
Quezon City. In the will, Sand named as devisees, the following:
Art. 833. A revocation of a will based on a false cause or an illegal petitioners spouses Roberto and Thelma Ajero, private respondent
cause is null and void. (n) Clemente Sand, Meriam S. Arong, Leah Sand, Lilia Sand, Edgar Sand,
Fe Sand, Lisa S. Sand, and Dr. Jose Ajero, Sr., and their children.
Art. 834. The recognition of an illegitimate child does not lose its
legal effect, even though the will wherein it was made should be On January 20, 1983, Ajero instituted Sp. Proc. No. Q-37171, for
revoked. (714)
allowance of Sand's holographic will. This was opposed by Clemente
Sand and others.
SUBSECTION 7. - Republication and Revival of Wills PETITIONER’S CONTENTION: They alleged that at the time of the
execution of the holographic will, Annie was of sound and disposing
Art. 835. The testator cannot republish, without reproducing in a mind, not acting under duress, fraud or undue influence, and was in
subsequent will, the dispositions contained in a previous one every respect capacitated to dispose of her estate by will.
which is void as to its form. (n)
Art. 836. The execution of a codicil referring to a previous will has RESPONDENT’S CONTENTION: Clemente opposed the petition on
the effect of republishing the will as modified by the codicil. (n) the grounds that: neither the testament's body nor the signature therein
was in Sand's handwriting; it contained alterations and corrections
Art. 837. If after making a will, the testator makes a second will which were not duly signed by Annie; and, the will was procured by the
expressly revoking the first, the revocation of the second will does Ajeros through improper pressure and undue influence. The petition
not revive the first will, which can be revived only by another will was likewise opposed by Dr. Jose Ajero - regarding that the disposition
or codicil. (739a) in the will of a house and lot located in Cabadbaran, Agusan Del Norte -
he claimed that said property could not be conveyed by Sand in its
entirety, as she was not its sole owner.
"Foreigners may execute holographic wills in their own language." FACTS: A special proceeding entitled "In the Matter of the Intestate
Estate of Andres G. de Jesus and Bibiana Roxas de Jesus" was filed
This separation and distinction adds support to the interpretation that by petitioner Simeon R. Roxas, the brother of the deceased Bibiana
only the requirements of Article 810 of the New Civil Code — and not Roxas de Jesus. Roxas was appointed as administrator and the letters
those found in Articles 813 and 814 of the same Code — are essential of administration was granted to him. Later on, Roxas testified that he
to the probate of a holographic will. found a notebook belonging to the deceased Bibiana R. de Jesus and
that on pages 21, 22, 23 and 24 thereof, a letter-will addressed to her
children and entirely written and signed in the handwriting of the
deceased Bibiana R. de Jesus was found. The will is dated "FEB./61"
and states: "This is my will which I want to be respected altho it is not
written by a lawyer. . .” This discovery 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.
FACTS: The last will and testament of the late Francisco Varela RULING: YES, Dr Calderon’s will should be allowed. It is an
Calderon was presented for probate with the Court of First Instance of admitted fact that the will was written, dated and signed by the
Manila by petitioner Francisco Carmelo Varela. Said petition was deceased testator, for which reason, there is no doubt that it had
opposed by the deceased's brothers Jose, Miguel, Angel, Jesus, been made and executed in accordance with article 970 of the
Trinidad, Paula, Pilar and Maria, surnamed Varela Calderon, although, French Civil Code were it not for the attestation clause which
later on, the first mentioned opponent withdrew his opposition giving as appears at the bottom of the document. A clause drawn up in such
his reason therefor that it was out of respect for the testator's wishes manner is superfluous and does not affect in any way the
because the will was executed in his own handwriting. The grounds of essential requisites prescribed for holographic wills by the French
the opposition are as follows: (a) That the will sought to be probated law, and, consequently, it has not invalidated the will nor deprived
was not holographic in character and did not comply with the requisites it of its holographic character. In reaching this conclusion, the SC
prescribed by article 970 of the French Civil Code; (b) that the based its opinion not only on the clear and conclusive provisions
witnesses to the will did not possess the qualifications required by of article 970 of the French Civil Code and on the decisions of the
article 980 of the French Civil Code; (c) that for not having complied French Court of Appeals cited in the appellee's brief, but
with the requisites prescribed by the French law, said will is null and principally on the fact established in the depositions made by
void; (d ) that neither has it the character of an open will, not having practicing attorneys F. de Roussy de Sales, Gething C. Miller and
been executed in accordance with article 1001 of the French Civil Henri Gadd of Paris, France, who emphatically declared that the
Code; and (e) that the provisions of article 1007 of the same Code will in question did not lose its holographic character by the
relative to the recording of wills were not complied with in connection addition of the aforementioned attestation clause and that it may
with the will in question. be allowed to probate in conformity with the French laws under
which it had been made and executed.
The late Francisco Calderon (decedent) was a physician and a Filipino
citizen who resides in the City of Manila, where he owned real Although the original will was executed in the French language and had
properties. Dr Calderon traveled abroad for his health and temporarily been written, dated and signed by the testator with his own hand, with
resided in Hendaye-Plage, France. Not feeling very well, but in the full the exception of the attestation clause which appears at the bottom of
enjoyment of his mental faculties, he decided to make his last will and the document. This fact is proved by the testimony of the appellee and
testament (Exhibit B), on April 14, 1930, in Paris, France, with the his other witnesses, including the depositions, and is admitted by the
assistance of attorneys F. de Roussy de Sales, Gething C. Miller and appellants. The petition for the allowance and probate of said will is
Henri Gadd. Sometime later, that is on July 15, 1930, he died in the based on the provisions of article 970 of the French Civil Code and and
Grand-Hotel de Leysin Sanatorium in Switzerland. on section 635 of the Code of the Civil Procedure in force in this
jurisdiction which provides that a will made out of the Philippine Islands
CFI RULING: Admitted Dr Calderon’s will to probate. in accordance with the laws in force in the country in which it was made
PETITIONER’S CONTENTION: Calderon contend that the addition of and which may be allowed and admitted to probate therein.
said clause has entirely vitiated the will, because it ceased to be a
SUCCESSION FEB 21 PROVISIONS + DIGESTS Page 8 of 29
The petition for the allowance and probate of said will is based on the
provisions of article 970 of the French Civil Code which considers as a 4. TESTATE ESTATE OF FELICIDAD ESGUERRA ALTO-YAP
holographic will that which is made or executed, dated and signed by deceased. FAUSTO E. GAN, petitioner-appellant , vs. ILDEFONSO
the testator in his own handwriting without the necessity of any other YAP, oppositor- appellee. [G.R. No. L-12190. August 30, 1958.] ->
formality, and on section 635 of the Code of the Civil Procedure in force
in this jurisdiction which provides that a will made out of the Philippine FACTS: On November 20, 1951, Felicidad Esguerra Alto Yap died of
Islands in accordance with the laws in force in the country in which it heart failure in the University of Santo Tomas Hospital, leaving
was made and which may be allowed and admitted to probate therein, properties in Pulilan, Bulacan, and in the City of Manila. On March 17,
may, also be proved, allowed and recorded in the Philippine Islands in 1952, petitioner Fausto E. Gan initiated these proceedings with the
the same manner and with the same effect as if executed in the latter Court of First Instance of Manila with a petition for the probate of a
country. Both provisions of law literally copied from the English text, holographic will allegedly executed by Felicidad. Opposing the petition,
read as follows: her surviving husband respondent Ildefonso Yap asserted that Felicidad
had not left any will, nor executed any testament during her lifetime.
"(Article 970, French Civil Code)
The will itself was not presented. Gan tried to establish its contents and
"A holographic will is not valid unless it is entirely written, dated, and due execution by the statements in open court of Felina Esguerra,
signed by the testator. No other formality is required. Primitivo Reyes, Socorro Olarte and Rosario Gan Jimenez. Felicidad
mentioned during a trip her desire to make a will to Vicente. The latter
"(Article 635, Code of Civil Procedure) asked his nephew, Gan, on the formalities of making a will. Vicente
relayed what Gan told him to Felicidad. in the morning of November 5,
"Will made out of the Philippine Islands. — A will made out of the 1951, in her residence at Juan Luna Street, Manila, Felicidad wrote,
Philippine Islands which might be proved and allowed by the laws of the signed and dated a holographic will substantially of the tenor above
state or country in which it was made, may be proved, allowed, and transcribed, in the presence of her niece, Felina Esguerra (daughter of
recorded in the Philippine Islands, and shall have the same effect as if Vicente), who was invited to read it. In the afternoon of that day,
executed according to the laws of these Islands." Felicidad was visited by a distant relative, Primitivo Reyes, and she
allowed him to read the will in the presence of Felina Esguerra, who
As we have already said,The court which originally took cognizance of again read it.
the case decided that such circumstance does not invalidate the will.
Nine days later, he had other visitors: Socorro Olarte a cousin, and
Rosario Gan Jimenez, a niece. To these she showed the will, again in
the presence of Felina Esguerra, who read it for the third time.
CA RULING: Reversed the CFI ruling, on the ground that the decree of
probate in 1939 was issued by a court of probate jurisdiction and
conclusive on the due execution of the testament. Further, the Court of
Appeals declared that ". . . It is true the law (Art. 669, old Civil Code;
Art. 818, new Civil Code) prohibits the making of a will jointly by two or
more persons either for their reciprocal benefit or for the benefit of a
third person. However, this form of will has long been sanctioned by
use, and the same has continued to be used; and when, as in the
present case, one such joint last will and testament has been admitted
to probate by final order of a Court of competent jurisdiction, there
SUCCESSION FEB 21 PROVISIONS + DIGESTS Page 15 of 29
seems to be no alternative except to give effect to the provisions law, that should have been corrected by appeal, but which did not affect
thereof that are not contrary to law, as was done in the case of the jurisdiction of the probate court, nor the conclusive effect of its final
Macrohon vs. Saavedra, 51 Phil. 267, wherein our Supreme Court gave decision, however erroneous. A final judgment rendered on a petition
effect to the provisions of the joint will therein mentioned, saying for the probate of a will is binding upon the whole world (Manalo vs.
'assuming that the joint will in question is valid'." Paredes, 47 Phil. 938; In re Estate of Johnson, 39 Phil. 156); and public
policy and sound practice demand that at the risk of occasional errors,
ISSUE: Whether the joint will shall be allowed? judgment of courts should become final at some definite date fixed by
law. Interest rei publicae ut nis sit litium (Dy Cay vs. Cross eld, 38 Phil.
RULING: NO, it shall not be allowed as to the participation of the 521, and other cases cited in 2 Moran, Comments on the Rules of
deceased Gervasia Rebaca in the properties in question. The Court 1963 Ed., p. 322).
probate decree in 1939 could only affect the share of the deceased
husband, Bernabe de la Cerna. It could not include the disposition Petitioners, as heirs and successors of the late Bernabe de la Cerna,
of the share of the wife, Gervasia Rebaca, who was then still alive, are concluded by the 1939 decree admitting his will to probate. The
and over whose interest in the conjugal properties the probate contention that being void the will cannot be validated, overlooks that
court acquired no jurisdiction, precisely because her estate could the ultimate decision on whether an act is valid or void rests with the
not then be in issue. Be it remembered that prior to the Civil Code, courts, and here they have spoken with finality when the will was
a will could not be probated during the testator's lifetime. It probated in 1939. On this count, the dismissal of their action for
follows that the validity of the joint will, in so far as the estate of partition was correct.
the wife was concerned, must be, on her death, reexamined and
adjudicated de novo, since a joint will is considered a separate will
of each testator. Therefore, the undivided interest of Gervasia
Rebaca should pass upon her death to her heirs intestate, and not
exclusively to the testamentary heir, unless some other valid will
in her favor is shown to exist, or unless she be the only heir
intestate of said Gervasia. It is unnecessary to emphasize that the
fact that joint wills should be in common usage could not make
them valid when our Civil Codes consistently invalidated them,
because laws are only repealed by other subsequent laws, and no
usage to the contrary may prevail against their observance (Art. 5,
Civ. Code of 1889; Art. 7, Civil Code of the Philippines of 1950).
The appealed decision correctly held that the final decree of probate,
entered in 1939 by the Court of First Instance of Cebu (when the
testator, Bernabe de la Cerna died), has conclusive effect as to his last
will and testament, despite the fact that even then the Civil Code
already decreed the invalidity of joint wills, whether in favor of the joint
testators, reciprocally, or in favor of a third party (Art. 669, old Civil
Code). The error thus committed by the probate court was an error of
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bequeathed all properties and estate, real or personal, already
9. RIZALINA GABRIEL GONZALES, petitioner, vs. HONORABLE acquired, or to be acquired, in her (testatrix's) name, after satisfying the
COURT OF APPEALS and LUTGARDA SANTIAGO, expenses, debts and legacies as aforementioned.
respondents. [G.R. No. L-37453. May 25, 1979] ->
The petition was opposed by Rizalina, assailing the document
FACTS: It appears that on June 24, 1961, herein private respondent purporting to be the will of Isabel on the following grounds:
Lutgarda Santiago filed a petition with the Court of First Instance of
Rizal docketed as Special Proceedings No. 3617, for the probate of a 1. that the same is not genuine; and in the alternative
will alleged to have been executed by the deceased Isabel Gabriel and
designating therein petitioner Rizalina Gabriel Gonzales as the principal 2. that the same was not executed and attested as required by
beneficiary and executrix. There is no dispute in the records that the law;
late Isabel Andres Gabriel died as a widow and without issue in the
municipality of Navotas, province of Rizal her place of residence, on 3. that, at the time of the alleged execution of the purported will,
June 7, 1961 at the age of eighty-five (85), having been born in 1876. It the decedent lacked testamentary capacity due to old age and
is likewise not controverted that Lutgarda and Rizalina are nieces of sickness; and in the second alternative
Isabel, and that Lutgarda, with her husband and children, lived with 4. that the purported will was procured through undue and
Isabel at the latter's residence prior and up to the time of her death. improper pressure and influence on the part of the principal
beneficiary, and/or of some other person for her benefit.
The will submitted for probate, Exhibit "F", which is typewritten and in
Tagalog, appears to have been executed in Manila on the 15th day of
April, 1961, or barely two (2) months prior to the death of Isabel CFI RULING: Disallowed the will.
Gabriel. It consists of five (5) pages, including the pages whereon the
attestation clause and the acknowledgment of the notary public were CA RULING: Upon consideration of the evidence, reversed the trial
written. The signatures of Isabel appear at the end of the will on page court's decision and allowed the probate of the will. It held that the will
four and at the left margin of all the pages. The attestation clause is in question was signed and executed by the deceased Isabel Gabriel
found on page four, at the bottom thereof, under the heading on April 15, 1961 in the presence of the three attesting witnesses,
"Pangalan", are written the signatures of Matilde D. Orobia, Celso D. Matilde Orobia, Celso Gimpaya and Maria Gimpaya, signing and
Gimpaya and Maria R. Gimpaya, and opposite the same, under the witnessing the document in the presence of the deceased and of each
heading "Tirahan", are their respective places of residence, 961 other as required by law, hence allowed probate.
Highway 54, Philamlife, for Miss Orobia, and 12 Dagala St., Navotas,
ISSUE: Whether the will should be allowed?
Rizal, for the two Gimpayas. Their signatures also appear on the left
margin of all the other pages. The will is paged by typewritten words as
RULING: YES, the will should be allowed for probate. It complied
follows: "Unang Dahon" and underneath "(Page One)", "Ikalawang
with the qualifications under Article 820 of the Civil Code. Most
Dahon" and underneath "(Page Two)", etc., appearing at the top of
importantly, the instrumental witnesses must be competent and
each page. It also contains: The herein private respondent Lutgarda
their testimonies must be credible even if evidence was not first
Santiago, who was described in the will by the testatrix as "aking mahal
presented to establish that before the court allows the probate of
na pamangkin na aking pinalaki, inalagaan at minahal na katulad ng
the will they have attested. We rule that the respondent Court's
isang tunay na anak" and named as universal heir and executor, were
factual ndings upon its summation and evaluation of the evidence
SUCCESSION FEB 21 PROVISIONS + DIGESTS Page 17 of 29
on record is unassailable that: "From the welter of evidence reliable, for a person is presumed to be such unless the contrary is
presented, we are convinced that the will in question was established otherwise. In other words, the instrumental witnesses must
executed on April 15, 1961 in the presence of Matilde Orobia, be competent and their testimonies must be credible before the court
Celso Gimpaya and Maria Gimpaya signing and witnessing the allows the probate of the will they have attested. We, therefore, reject
same in the will on a table with Isabel Gabriel, Celso Gimpaya and Rizalina's position that it was fatal for respondent not to have
Maria Gimpaya sitting around the table. Atty. Paraiso, after introduced prior and independent proof of the fact that the witnesses
finishing the notarial act, then delivered the original to Isabel were "credible witnesses", that is, that they have a good standing in the
Gabriel and retained the other copies for his file and notarial community and reputed to be trustworthy and reliable.
register. A few days following the signing of the will, Isabel
Gabriel, Celso Gimpaya and another photographer arrived at the
office of Atty. Paraiso and told the lawyer that she wanted another
picture taken because the first picture did not turn out good. The
lawyer told her that this cannot be done because the will was
already signed but Isabel Gabriel insisted that a picture be taken, 10. AGAPITA N. CRUZ, petitioner, vs. HON. JUDGE GUILLERMO P.
so a simulated signing was performed during which incident VILLASOR, Presiding Judge of Branch I, Court of First Instance of
Matilde Orobia was not present.” Rizalina's exacerbation centers Cebu, and MANUEL B. LUGAY, respondents. [G.R. No. L-32213.
on the supposed incredibility of the testimonies of the witnesses November 26, 1973.] ->
for the proponent of the will, their alleged evasions,
inconsistencies and contradictions. But in the case at bar, the FACTS: The last will and testament of the late Valente Z. Cruz was
three instrumental witnesses who constitute the best evidence of presented for probate by respondent and purported executor Manuel
the will-making have testified in favor of the probate of the will. So Lugay. The probate was opposed by petitioner Agapita Cruz, who is the
has the lawyer who prepared it, one learned in the law and long in spouse of Valente. Agapita alleged that the will was executed through
the practice thereof, who thereafter notarized it. All of them are fraud, deceit, misrepresentation and undue in uence; that the said
disinterested witnesses who stand to receive no benefit from the instrument was executed without the testator having been fully informed
testament. The signatures of the witnesses and the testatrix have of the contents thereof, particularly as to what properties he was
been identified on the will and there is no claim whatsoever and by disposing; and that the supposed last will and testament was not
anyone, much less the petitioner, that they were not genuine. In executed in accordance with law.
the last and final analysis, the herein conflict is factual and we go
back to the rule that the Supreme Court cannot review and revise Of the three instrumental witnesses thereto, namely, Deogracias T.
the findings of facts of the respondent Court of Appeals. Jamaoas, Jr., Dr. Francisco Pañares, and Atty. Angel H. Teves, Jr., one
of them, the last named, is at the same time the Notary Public before
In fine, We state the rule that the instrumental witnesses in order to be whom the will was supposed to have been acknowledged. Reduced to
competent must be shown to have the qualifications under Article 820 simpler terms, the question was attested and subscribed by at least
of the Civil Code and none of the disqualifications under Article 821 and three credible witnesses in the presence of the testator and of each
for their testimony to be credible, that is worthy of belief and entitled to other, considering that the three attesting witnesses must appear before
credence, it is not mandatory that evidence be first established on the notary public to acknowledge the same.
record that the witnesses have a good standing in the community or
that they are honest and upright or reputed to be trustworthy and PROBATE COURT: Allowed the will for probate.
SUCCESSION FEB 21 PROVISIONS + DIGESTS Page 18 of 29
PETITIONER’S CONTENTION: As the third witness is the notary public before the notary public for that purpose. In the circumstances,
himself, petitioner argues that the result is that only two witnesses the law would not be duly observed.
appeared before the notary public to acknowledge the will.
The American authorities do not serve the purpose of the law in this
RESPONDENT’S CONTENTION: Maintains that there is substantial jurisdiction or are not decisive of the issue herein, because the notaries
compliance with the legal requirement of having at least three attesting public and witnesses referred to in the aforecited cases merely acted as
witnesses even if the notary public acted as one of them, bolstering up instrumental, subscribing or attesting witnesses, and not as
his stand with 57 American Jurisprudence, p. 227 which, insofar as acknowledging witnesses. Here the notary public acted not only as
pertinent, reads as follows: "It is said that there are practical reasons for attesting witness but also as acknowledging witness, a situation not
upholding a will as against the purely technical reason that one of the envisaged by Article 805 of the Civil Code which reads: "ART. 806.
witnesses required by law signed as certifying to an acknowledgment of Every will must be acknowledged before a notary public by the testator
the testator's signature under oath rather than as attesting the and the witnesses. The notary public shall not be required to retain a
execution of the instrument." copy of the will or le another with the office of the Clerk of
Court." [Emphasis supplied]
ISSUE: Whether Valente’s will should be allowed?
To acknowledge before means to avow (Javellana v. Ledesma, 97 Phil.
RULING: NO, Valente’s will should be disallowed. To allow the 258, 262; Castro v Castro, 100 Phil. 239, 247); to own as genuine, to
notary public to act as third witness, or one of the attesting and assent, to admit; and "before" means in front or preceding in space or
acknowledging witnesses, would have the effect of having only ahead of. (The New Webster Encyclopedic Dictionary of the English
two attesting witnesses to the will which would be in Language, p. 72; Funk & Wagnalls New Standard Dictionary of the
contravention of the provisions of Article 805 requiring at least English Language, p. 252; Webster's New International Dictionary 2d.
three credible witnesses to act as such and of Article 806 which p. 245.) Consequently, if the third witness were the notary public
requires that the testator and the required number of witnesses himself, he would have to avow, assent, or admit his having signed the
must appear before the notary public to acknowledge the will. The will in front of himself. This cannot be done because he cannot split his
notary public before whom the will was acknowledged cannot be personality into two so that one will appear before the other to
considered as the third instrumental witness since he cannot acknowledge his participation in the making of the will. To permit such a
acknowledge before himself his having signed the situation to obtain would be sanctioning a sheer absurdity.
will. Furthermore, the function of a notary public is, among others,
to guard against any illegal or immoral arrangements. Balinon v.
De Leon, 50 O. G. 583.) That function would be defeated if the
notary public were one of the attesting or instrumental witnesses.
For them he would be interested in sustaining the validity of the
will as it directly involves himself and the validity of his own act. It
would place him in an inconsistent position and the very purpose
of the acknowledgment, which is to minimize fraud (Report of the
Code Commission p. 106-107), would be thwarted. The result
would be, as has been said, that only two witnesses appeared
SUCCESSION FEB 21 PROVISIONS + DIGESTS Page 19 of 29
as well as the opposition thereto filed by Juana Gatmaitan is dismissed,
11. In re estate of the deceased Leonarda Macam y Capili. without prejudice to whatever right the latter may have in an appropriate
NICOLASA MACAM, petitioner-appellant , vs. JUANA proceeding before the committee on claims and appraisal, in
GATMAITAN,oppositor-appellant. [G.R. No. 40445. August 17, 1934.] accordance with law. So ordered."
FACTS: On March 27, 1933, petitioner Nicolasa Macam filed in the PETITIONER’S CONTENTION: Nicolasa Macam contents that the
Court of First Instance of Bulacan a petition for the probate of the will lower court erred in: holding that the parties have abandoned their
dated July 12, 1932, and of the codicil thereof dated February 17, 1933, respective claims during the proceedings for the probate of the will;
executed by Leonarda Macam who died on March 18, 1933, in the declaring that it was already too late to raise the question as to the legal
municipality of Calumpit, of said Province of Bulacan, and for Nicola’s efficacy of the codicil executed by the deceased; and in dismissing the
appointment as executrix without bond. petition for the probate of the codicil before any of the parties had
presented evidence pertinent to the matter.
When the petition was called for hearing on April 24, 1933, in the
absence of the judge, the clerk of the Court of First Instance of RESPONDENT’S CONTENTION: Juana Gatmaitan contends that the
Bulacan, upon instructions of said judge to proceed to take the lower court erred in: holding that in order for Juana Gatmaitan to
evidence in the absence of any opposition, took the evidence relative to preserve her rights, so far as to oppose the probate of the codicil, it was
the probate of the will, no opposition to the same having been filed. her duty to oppose to the probate of the will; and, having opposed the
Inasmuch as Juana Gatmaitan filed opposition to the probate of the probate only of the codicil, she could no longer avail herself of the
codicil, said clerk deemed himself unauthorized to take the evidence document in her favor, so as to affect the testamentary dispositions of
relative thereto and refrained from so doing. the deceased Leonarda Macam; also in dismissing the opposition of
Juana Gatmaitan to the probate of the alleged codicil.
The will and the evidence for its probate having been submitted to the
court the vacation Judge Hon. M. Rosauro, on April 28, 1933, entered ISSUES: (1) Whether an already probated will bars the subsequent
an order allowing said will and appointing the petitioner Nicolasa presentation for probate of the codicil?
Macam as executrix.
(2) Whether the non-opposition to the probate of the will constitutes
On July 6, 1933, after notice to the parties, the codicil was called for abandonment of right and now bars from opposing the codicil?
hearing, opposition having been filed by Juana Gatmaitan, one of the
legatees instituted in the will which had already been allowed by final RULINGS: NO. The fact that a will has been probated and the order
and executory judgment. allowing the same has become final and executory, is not a bar to
the presentation and probate of a codicil, although its existence
CFI RULING (dispositive part): "In view of the neglect or was known at the time of the probate of the will, provided it
abandonment by the interested parties of their respective claims during complies with all the necessary formalities for executing a will
the proceedings for the probate of the will, and it appearing that the required by section 614 of the Code of Civil Procedure, as
order allowing the will has already become final and executory, the amended by section 1 of Act No. 1934; (2) that the failure of the
court is of the opinion that it is now too late to consider the so- called oppositor to the probate of a codicil to file opposition to the
codicil as well as the instrument from which Juana Gatmaitan derives probate of the will, having knowledge of such proceedings, does
her alleged right. Wherefore, the petition for the probate of the codicil not constitute an abandonment of a right, nor does it deprive her
SUCCESSION FEB 21 PROVISIONS + DIGESTS Page 20 of 29
of the right to oppose to probate of said codicil. Moreover, it is not revocation is made with the formalities required for making it, in
necessary that the will and the codicil be probated together, as the accordance with the provisions of article 738 of the same Code.
codicil may be concealed by an interested party and it may not be
discovered until after the will has already been allowed; and they The appeal taken by the petitioner Nicolasa Macam is, therefore, well
may be presented and probated one after the other (40 Cyc., 1228), founded and the court a quo erred in flatly denying her petition for the
since the purpose of the probate proceedings is merely to probate of the codicil on the erroneous ground that said codicil should
determine whether or not the will and the codicil meet all the have been presented at the same time as the will.
statutory requirements for their extrinsic validity, leaving the
validity of their provisions for further consideration. Therefore, the With respect to the opposition of the oppositor-appellant Juana
court a quo, erred in dismissing the opposition filed by Gatmaitan, the fact that she failed to file opposition to the probate of the
the oppositor-appellant Juana Gatmaitan to the probate of the will does not prevent her from filing opposition to the probate of the
codicil of the will of the deceased Leonarda Macam. codicil thereof, inasmuch as the will may satisfy all the external
requisites necessary for its validity, but the codicil may, at the time of its
Section 625 of the Code of Civil Procedure provides as follows: "SEC. execution, not be in conformity therewith. If the testator had
625. Allowance necessary, and conclusive as to execution. — No will testamentary capacity at the time of the execution of the will, and the
shall pass either the real or personal estate, unless it is proved and will was executed in accordance with all the statutory requirements,
allowed in the Court of First Instance, or by appeal to the Supreme opposition to its probate would not lie. On the contrary, if at the time of
Court; and the allowance by the court of a will of real and personal the execution of the codicil the testator lacked some of the subjective
estate shall be conclusive as to its due execution." requisites legally capacitating him to execute the same, or all the
statutory requirements were not complied with in the execution thereof,
Interpreting the above legal provisions as regards the scope of the opposition to its probate would lie.
allowance of a will, this court, in numerous decisions, has laid down the
doctrine that the probate of a will is conclusive as to its due execution
and as to the testamentary capacity of the testator, but not as to the
validity of its provisions, and in probate proceedings the courts are
without jurisdiction to determine questions concerning the validity of the
provisions of the will.
"A codicil is a written instrument wherein one declares his last will, in
order to take from or add something to the will, or clarify the provisions
thereof." (Spanish Cyclopaedia of Law, vol. 5, page 918.)
The exercise of the right to make a will, as a voluntary act, implies the
right to revoke, and article 737 of the Civil Code expressly provides that
wills are essentially revocable, provided that the partial or total
SUCCESSION FEB 21 PROVISIONS + DIGESTS Page 21 of 29
12. In the matter of the estate of Jesus de Leon. IGNACIA DIAZ, 13. Estate of Miguel Mamuyac, deceased. FRANCISCO GAGO,
petitioner-appellant, vs. ANA DE LEON, opponent-appellee. [G.R. No. petitioner- appellant, vs. CORNELIO MAMUYAC, AMBROSIO
L-17714. May 31, 1922.] -> LARIOSA, FELICIANA BAUZON, and CATALINA MAMUYAC,
opponents-appellees. [G.R. No. 26317. January 29, 1927.] ->
FACTS: The purportedly last will and testament of Jesus de Leon was
allegedly revoked by the latter. Petitioner Ignacia Diaz denies FACTS: The deceased Miguel Mamuyac wrote three wills: 27 July
such revocation, while respondent Ana De Leon affirms the same by 1918; 16 April 1919 and 30 December 1920. Mamuyac died on Jan 24
alleging that Jesus revoked his will by destroying it, and that Jesus 1922 in La Union. Mamuyac’s 1918 will was presented by petitioner
executed another will expressly revoking the former. Francisco Gago for probate with the Court of First Instance of the
Province of La Union. The probation of the same was opposed by
ISSUE: Whether the will executed by Jesus was revoked by him? respondents Cornelio Mamuyac, Ambrosio Lariosa, Feliciana Bauzon,
and Catalina Mamuyac (civil cause No. 1144, Province of La Union). To
RULING: YES, the will executed by Jesus was revoked by him. which, the CFI first denied the probate of the will, upon the ground that
Although the second will executed by Jesus is not clothed with all Mamuyac had on the 16th day of April, 1919, executed a new will and
the necessary requisites to constitute a sufficient revocation, testament.
according to Sec 623 of the Code of Civil Procedure, the
destruction of a will with animo revocandi constitutes, in itself, a On the 21st day of February, 1925, the probate of the April 16 1919 will
sufficient revocation. The intention of revoking the will is manifest was submitted. This was again opposed by Cornelio Mamuyac,
from the established fact that the testator was anxious to withdraw Ambrosio Lariosa, Feliciana Bauzon, and Catalina Mamuyac, alleging
or change the provisions he had made in his first will. Thus, the (a) that the said will is a copy of the second will and testament executed
original will herein presented for probate having been destroyed by the said Miguel Mamuyac; (b) that the same had been cancelled and
with animo revocandi, cannot now be probated as the will and last revoked during the lifetime of Miguel Mamuyac and (c) that the said will
testament of Jesus de Leon. The testator Jesus De Leon shortly was not the last will and testament of the deceased Miguel Mamuyac.
after the execution of the first will in question, asked that the same
be returned to him. The instrument was returned to the testator CFI RULING: Denied the probate of the April 16 1919 will, upon the
who ordered his servant to tear the document. This was done in ground that the same had been cancelled and revoked in the year
his presence and before a nurse who testified to this effect. After 1920. "That Exhibit A is a mere carbon copy of its original which
some time, the testator, being asked by Dr. Cornelio Mapa about remained in the possession of the deceased testator Miguel Mamuyac,
the will, said that it had been destroyed. This fact is disclosed by who revoked it before his death as per testimony of witnesses Jose
the testator's own statement to the witnesses Canto and the Fenoy, who typed the will of the testator on April 16, 1919, and Carlos
Mother Superior of the Hospital where he was confined. Bejar, who saw on December 30, 1920, the original of Exhibit A (will of
1919) actually cancelled by the testator Miguel Mamuyac, who assured
Carlos Bejar that inasmuch as he had sold him a house and the land
where the house was built, he had to cancel it the will of 1919),
executing thereby a new testament. Narcisa Gago in a way
corroborates the testimony of Jose Fenoy, admitting that the will
executed by the deceased (Miguel Mamuyac) in 1919 was found in the
SUCCESSION FEB 21 PROVISIONS + DIGESTS Page 22 of 29
possession of father Miguel Mamuyac. The opponents have instances in which wills are destroyed for the purpose of revoking them
successfully established the fact that father Miguel Mamuyac had there is no witness to the act of cancellation or destruction and all
executed in 1920 another will. The same Narcisa Gago, the sister of the evidence of its cancellation perishes with the testator. Copies of wills
deceased, who was living in the house with him, when cross-examined should be admitted by the courts with great caution. When it is proven,
by attorney for the opponents, testified that the original of Exhibit A however, by proper testimony that a will was executed in duplicate and
could not be found. For the foregoing consideration and for the reason each copy was executed with all the formalities and requirements of the
that the original of Exhibit A has been cancelled by the deceased father law, the duplicate may be admitted in evidence when it is made to
Miguel Mamuyac, the court disallows the probate of Exhibit A for the appear that the original has been lost and was not cancelled or
applicant." destroyed by the testator. (Borromeo vs. Casquijo, G.R. No. 26063.)
PETITIONER’S CONTENTION: Francisco contends that the lower It may be stated that there is positive proof, not denied, which was
court committed an error in not finding from the evidence that the will in accepted by the lower court, that the will in question had been
question had been executed with all the formalities required by the law; cancelled in 1920. The law does not require any evidence of the
that the same had been revoked and cancelled in 1920 before his revocation or cancellation of a will to. be preserved. It therefore
death; that the said will was a mere carbon copy and that the becomes difficult at times to prove the revocation or cancellation of
oppositors were not estopped from alleging that fact. wills. The fact that such cancellation or revocation has taken place must
either remain unproved or be inferred from evidence showing that after
ISSUE: Whether Mamuyac’s 1919 will was validly cancelled by his due search the original will cannot be found. Where a will which cannot
1920 will? be found is shown to have been in the possession of the testator, when
last seen, the presumption is, in the absence of other competent
RULING: YES, Mamuyac’s 1919 will was validly cancelled by his evidence, that the same was cancelled or destroyed. The same
1920 will. In view of the fact that the original will of 1919 could not presumption arises where it is shown that the testator had ready access
be found after the death of the testator Miguel Mamuyac and in to the will and it cannot be found after his death. It will not be presumed
view of the positive proof that the same had been cancelled, we that such will has been destroyed by any other person without the
are forced to the conclusion that the conclusions of the lower knowledge or authority of the testator. The force of the presumption of
court are in accordance with the weight of the evidence. The law cancellation or revocation by the testator, while varying greatly, being
does not require any evidence of the revocation or cancellation of weak or strong according to the circumstances, is never conclusive, but
a will to be preserved. Where a will which cannot be found is may be overcome by proof that the will was not destroyed by the
shown to have been in the possession of the testator, when last testator with intent to revoke it. After a careful examination of the entire
seen, the presumption is, in the absence of other competent record, we are fully persuaded that the will presented for probate had
evidence, that the same was cancelled or destroyed. The same been cancelled by the testator in 1920.
presumption arises where it is shown that the testator had ready
access to the will and it cannot be found after his death.
RESPONDENT’S CONTENTION: The respondent court stated that the Art. 830. No will shall be revoked except in the following cases:
presence of animus revocandi in the destruction of the will had,
nevertheless, been sufficiently proven. The appellate court based its 1. (1) By implication of law; or
finding on the facts that the document was not in the two safes in
Adriana's residence, by the testatrix going to the residence of Atty.
Hervas to retrieve a copy of the will left in the latter's possession, and, 2. (2) By some will, codicil, or other writing executed as provided
her seeking the services of Atty. Palma in order to have a new will in case of wills:
drawn up.
or
ISSUE: Whether there is a valid revocation of Adriana’s will?
(3) By burning, tearing, cancelling, or obliterating the will with the
RULING: NO, there is no valid revocation of Adriana’s will. In this intention of revoking it, by the testator himself, or by some other person
case, while animus revocandi, or the intention to revoke, may be in his presence, and by his express direction. If burned, torn, cancelled,
conceded, for that is a state of mind, yet that requisite alone would or obliterated by some other person, without the express direction of
not suffice. "Animus revocandi is only one of the necessary the testator, the will may still be established, and the estate distributed
elements for the effective revocation of a last will and testament. in accordance therewith, if its contents, and due execution, and the fact
The intention to revoke must be accompanied by the overt of its unauthorized destruction, cancellation, or obliteration are
physical act of burning, tearing, obliterating, or cancelling the will established according to the Rules of Court. (Emphasis Supplied.)
carried out by the testator or by another person in his presence
and under his express direction. There is paucity of evidence to It is clear that the physical act of destruction of a will, like burning in this
show compliance with these requirements. For one, the document case, does not per se constitute an effective revocation, unless the
or papers burned by Adriana's maid, Guadalupe, was not destruction is coupled with animus revocandi on the part of the testator.
SUCCESSION FEB 21 PROVISIONS + DIGESTS Page 29 of 29
It is not imperative that the physical destruction be done by the testator
himself. It may be performed by another person but under the express
direction and in the presence of the testator. Of course, it goes without
saying that the document destroyed must be the will itself.
One last note. The private respondents point out that revocation could
be inferred from the fact that "(a) major and substantial bulk of the
properties mentioned in the will had been disposed of; while an
insignificant portion of the properties remained at the time of death (of
the testatrix); and, furthermore, more valuable properties have been
acquired after the execution of the will on January 3, 1940." 7 Suffice it
to state here that as these additional matters raised by the private
respondents are extraneous to this special proceeding, they could only
be appropriately taken up after the will has been duly probated and a
certificate of its allowance issued.