On August 24, 1973, respondent Judge Jose C. Colayco issued an xxx xxx xxx
order allowing the probate of the holographic Will which he found to
have been duly executed in accordance with law.
... The law has a tender regard for the will of the testator expressed
in his last will and testament on the ground that any disposition made
Respondent Luz Roxas de Jesus filed a motion for reconsideration by the testator is better than that which the law can make. For this
alleging inter alia that the alleged holographic Will of the deceased reason, intestate succession is nothing more than a disposition
Bibiana R. de Jesus was not dated as required by Article 810 of the based upon the presumed will of the decedent.
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
Thus, the prevailing policy is to require satisfaction of the legal
be strictly complied with.
requirements in order to guard against fraud and bad faith but without
undue or unnecessary curtailment of testamentary privilege Icasiano v.
On December 10, 1973, respondent Judge Colayco reconsidered his Icasiano, 11 SCRA 422). If a Will has been executed in substantial
earlier order and disallowed the probate of the holographic Will on the compliance with the formalities of the law, and the possibility of bad
ground that the word "dated" has generally been held to include the faith and fraud in the exercise thereof is obviated, said Win should be
month, day, and year. The dispositive portion of the order reads: admitted to probate (Rey v. Cartagena 56 Phil. 282). Thus,
IN THE MATTER OF THE PETITION TO APPROVE THE WILL OF THE COURT OF APPEALS ERRED IN FINDING THAT THE
MELECIO LABRADOR. SAGRADO LABRADOR (Deceased), ORDER OF THE LOWER COURT DIRECTING THE
substituted by ROSITA LABRADOR, ENRICA LABRADOR, and REIMBURSEMENT OF THE FIVE THOUSAND PESOS
CRISTOBAL LABRADOR, petitioners-appellants, REPRESENTING THE REDEMPTION PRICE WAS
vs. ERRONEOUS.
COURT OF APPEALS, 1 GAUDENCIO LABRADOR, and JESUS
LABRADOR, respondents-appellees.
The alleged undated holographic will written in Ilocano translated into
English, is quoted as follows:
PARAS, J.:
ENGLISH INTERPRETATION OF THE WILL OF THE
LATE MELECIO LABRADOR WRITTEN IN ILOCANO
The sole issue in this case is whether or not the alleged holographic BY ATTY. FIDENCIO L. FERNANDEZ
will of one Melecio Labrador is dated, as provided for in Article 8102 of
the New Civil Code.
I First Page
This is also where it appears in writing of the place which is will itself and executed in the hand of the testator. These requirements
assigned and shared or the partition in favor of SAGRADO are present in the subject will.
LABRADOR which is the fishpond located and known place as
Tagale.
Respondents claim that the date 17 March 1968 in the will was when
the testator and his beneficiaries entered into an agreement among
And this place that is given as the share to him, there is a themselves about "the partitioning and assigning the respective
measurement of more or less one hectare, and the boundary at assignments of the said fishpond," and was not the date of execution
the South is the property and assignment share of ENRICA of the holographic will; hence, the will is more of an "agreement"
LABRADOR, also their sister, and the boundary in the West is the between the testator and the beneficiaries thereof to the prejudice of
sea, known as the SEA as it is, and the boundary on the NORTH other compulsory heirs like the respondents. This was thus a failure to
is assignment belonging to CRISTOBAL LABRADOR, who comply with Article 783 which defines a will as "an act whereby a
likewise is also their brother. That because it is now the time for person is permitted, with the formalities prescribed by law, to control to
me being now ninety three (93) years, then I feel it is the right time a certain degree the disposition of his estate, to take effect after his
for me to partition the fishponds which were and had been bought death."
or acquired by us, meaning with their two mothers, hence there
shall be no differences among themselves, those among brothers
Respondents are in error. The intention to show 17 March 1968 as the
and sisters, for it is I myself their father who am making the
date of the execution of the will is plain from the tenor of the
apportionment and delivering to each and everyone of them the
succeeding words of the paragraph. As aptly put by petitioner, the will
said portion and assignment so that there shall not be any cause
was not an agreement but a unilateral act of Melecio Labrador who
of troubles or differences among the brothers and sisters.
plainly knew that what he was executing was a will. The act of
partitioning and the declaration that such partitioning as the testator's
II Second Page instruction or decision to be followed reveal that Melecio Labrador was
fully aware of the nature of the estate property to be disposed of and of
the character of the testamentary act as a means to control the
And this is the day in which we agreed that we are making the
disposition of his estate.
partitioning and assigning the respective assignment of the said
fishpond, and this being in the month of March, 17th day, in the
year 1968, and this decision and or instruction of mine is the Anent the second issue of finding the reimbursement of the P5,000
matter to be followed. And the one who made this writing is no representing the redemption price as erroneous, respondent court's
other than MELECIO LABRADOR, their father. conclusion is incorrect. When private respondents sold the property
(fishpond) with right to repurchase to Navat for P5,000, they were
actually selling property belonging to another and which they had no
Now, this is the final disposition that I am making in writing and it is
authority to sell, rendering such sale null and void. Petitioners, thus
this that should be followed and complied with in order that any
"redeemed" the property from Navat for P5,000, to immediately regain
differences or troubles may be forestalled and nothing will happen
possession of the property for its disposition in accordance with the
along these troubles among my children, and that they will be in
will. Petitioners therefore deserve to be reimbursed the P5,000.
good relations among themselves, brothers and sisters;
The will has been dated in the hand of the testator himself in perfect
3.the hollographic will itself, and not an alleged copy thereof, must be
compliance with Article 810.1wphi1 It is worthy of note to quote the
produced, otherwise it would produce no effect because lost or
first paragraph of the second page of the holographic will, viz:
destroyed holographic wills cannot be proved by secondary evidence
unlike ordinary wills.
And this is the day in which we agreed that we are making
the partitioning and assigning the respective assignment of
4.the deceased did not leave any will, holographic or otherwise,
the said fishpond, and this being in the month of March, 17th
executed and attested as required by law.
day, in the year 1968, and this decision and or instruction of
mine is the matter to be followed. And the one who made
this writing is no other than MELECIO LABRADOR, their MTD was denied. Aranza et al. filed an MR, Rodelas filed an
father. (emphasis supplied) (p. 46, Rollo) opposition.
The law does not specify a particular location where the date should The CFI set aside its order and dismissed the petition for the probate
be placed in the will. The only requirements are that the date be in the of the will stating that in the case of Gam vs. Yap, 104 Phil. 509, 522,
the Supreme Court held that in the matter of holographic wills the law, On April 6, 1990, Evangeline Calugay, Josephine Salcedo and
it is reasonable to suppose, regards the document itself as the material Eufemia Patigas, devisees and legatees of the holographic will of the
proof of authenticity of said wills. 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.
And that the alleged holographic will was executed on January 25,
1962 while Ricardo B. Bonilla died on May 13, 1976. The lapse of In the petition, respondents claimed that the deceased Matilde
more than 14 years from the time of the execution of the will to the Seo Vda. de Ramonal, was of sound and disposing mind when she
death of the decedent and the fact that the original of the will could not executed the will on August 30, 1978, that there was no fraud, undue
be located shows to that the decedent had discarded the alleged influence, and duress employed in the person of the testator, and the
holographic will before his death. will was written voluntarily.
Fiscal Rodolfo Waga testified that before he was appointed City "August 30,1978
Fiscal of Cagayan de Oro, he was a practicing lawyer, and handled all
the pleadings and documents signed by the deceased in connection Gene and Manuel:
with the intestate 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 "Follow my instruction in order that I will rest peacefully.
deceased, Matilde Seo Vda. de Ramonal, but he can not be sure.
Mama
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 Matilde Vda de Ramonal
deceased for pasture permit and was familiar with the signature of the
deceased, since the deceased signed documents in her presence,
On October 9, 1995, the Court of Appeals, rendered
when the latter was applying for pasture permit.
decision[9] ruling that the appeal was meritorious. Citing the decision in
Finally, Evangeline Calugay, one of the respondents, testified the case of Azaola vs. Singson, 109 Phil. 102, penned by Mr. Justice
that she had lived with the deceased since birth, and was in fact J. B. L. Reyes, a recognized authority in civil law, the Court of Appeals
adopted by the latter. That after a long period of time she became held:
familiar with the signature of the deceased. She testified that the
signature appearing in the holographic will is the true and genuine x x x even if the genuineness of the holographic will were
signature of Matilde Seo Vda. de Ramonal. contested, we are of the opinion that Article 811 of our present civil
code can not be interpreted as to require the compulsory presentation
The holographic will which was written in Visayan, is translated
of three witnesses to identify the handwriting of the testator, under
in English as follows:
penalty of having the probate denied. Since no witness may have been
present at the execution of the holographic will, none being required by
Instruction 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
August 30, 1978
and producing any three witnesses; they must be witnesses who know
the handwriting and signature of the testator and who can declare
1. My share at Cogon, Raminal Street, for Evangeline Calugay. (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 testators hand; or even if so
(Sgd) Matilde Vda de Ramonal
familiarized, the witness may be unwilling to give a positive
opinion. Compliance with the rule of paragraph 1 of article 811 may
August 30, 1978 thus become an impossibility. That is evidently the reason why the
second paragraph of article 811 prescribes that
2. Josefina Salcedo must be given 1,500 square meters at Pinikitan
Street. 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.
(Sgd) Matilde Vda de Ramonal
(Sgd) Matilde Vda de Ramonal Paraphrasing Azaola vs. Singson, even if the genuineness of the
holographic will were contested, Article 811 of the civil code cannot be
August 30, 1978 interpreted as to require the compulsory presentation of three
witnesses to identify the handwriting of the testator, under penalty of
the having the probate denied. No witness need be present in the
6. Bury me where my husband Justo is ever buried. execution of the holographic will. And the rule requiring the
production of three witnesses is merely permissive. What the law
deems essential is that the court is convinced of the authenticity of the A. From the land rentals and commercial buildings at Pabayo-
will. Its duty is to exhaust all available lines of inquiry, for the state is as Gomez streets.[12]
much interested in the proponent that the true intention of the testator
be carried into effect. And because the law leaves it to the trial court to xxx
decide if experts are still needed, no unfavorable inference can be
Q. Who sometime accompany her?
drawn from a partys failure to offer expert evidence, until and unless
the court expresses dissatisfaction with the testimony of the lay A. I sometimes accompany her
witnesses.[10]
Q. In collecting rentals does she issue receipts?
According to the Court of Appeals, Evangeline Calugay, Matilde A. Yes, sir.[13]
Ramonal Binanay and other witnesses definitely and in no uncertain
terms testified that the handwriting and signature in the holographic will xxx
were those of the testator herself.
Q. Showing to you the receipt dated 23 October 1979, is this the
Thus, upon the unrebutted testimony of appellant Evangeline one you are referring to as one of the receipts which she
Calugay and witness Matilde Ramonal Binanay, the Court of Appeals issued to them?
sustained the authenticity of the holographic will and the handwriting
and signature therein, and allowed the will to probate. A. Yes, sir.
Hence, this petition. Q. Now there is that signature of Matilde vda. De Ramonal,
whose signature is that Mrs. Binanay?
The petitioners raise the following issues:
A. Matilde vda. De Ramonal.
(1) Whether or not the ruling of the case of Azaola vs.
Singson, 109 Phil. 102, relied upon by the respondent Q. Why do you say that that is a signature of Matilde vda. De
Court of Appeals, was applicable to the case. Ramonal?
(2) Whether or not the Court of Appeals erred in holding A. I am familiar with her signature.
that private respondents had been able to present
credible evidence to prove that the date, text, and Q. Now, you tell the court Mrs. Binanay, whether you know Matilde
signature on the holographic will were written entirely vda de Ramonal kept records of the accounts of her
in the hand of the testatrix. tenants?
(3) Whether or not the Court of Appeals erred in not A. Yes, sir.
analyzing the signatures in the holographic will of
Q. Why do you say so?
Matilde Seo Vda. de Ramonal.
A. Because we sometimes post a record of accounts in behalf of
In this petition, the petitioners ask whether the provisions of
Matilde Vda. De Ramonal.
Article 811 of the Civil Code are permissive or mandatory. The article
provides, as a requirement for the probate of a contested holographic Q. How is this record of accounts made? How is this reflected?
will, that at least three witnesses explicitly declare that the signature in
the will is the genuine signature of the testator. A. In handwritten.[14]
We are convinced, based on the language used, that Article 811 xxx
of the Civil Code is mandatory. The word shall connotes a mandatory
order. We have ruled that shall in a statute commonly denotes an Q. In addition to collection of rentals, posting records of accounts
imperative obligation and is inconsistent with the idea of discretion and of tenants and deed of sale which you said what else did you
that the presumption is that the word shall, when used in a statute is do to acquire familiarity of the signature of Matilde Vda De
mandatory.[11] Ramonal?
Laws are enacted to achieve a goal intended and to guide A. Posting records.
against an evil or mischief that aims to prevent. In the case at bar, the
goal to achieve is to give effect to the wishes of the deceased and the Q. Aside from that?
evil to be prevented is the possibility that unscrupulous individuals who
A. Carrying letters.
for their benefit will employ means to defeat the wishes of the testator.
Q. Letters of whom?
So, we believe that the paramount consideration in the present
petition is to determine the true intent of the deceased. An exhaustive A. Matilde
and objective consideration of the evidence is imperative to establish
the true intent of the testator. Q. To whom?
It will be noted that not all the witnesses presented by the A. To her creditors.[15]
respondents testified explicitly that they were familiar with the
handwriting of the testator. In the case of Augusto Neri, clerk of court, xxx
Court of First Instance, Misamis Oriental, he merely identified the
record of Special Proceedings No. 427 before said court. He was not Q. You testified that at the time of her death she left a will. I am
showing to you a document with its title tugon is this the
presented to declare explicitly that the signature appearing in the
holographic was that of the deceased. document you are referring to?
Q. Mrs. Binanay, when you were asked by counsel for the A. Yes, sir the handwriting shows that she was very exhausted.
petitioners if the late Matilde Seno vda de Ramonal left a will
you said, yes? 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
A. Yes, sir. said she was exhausted?
A. I. Q. How did you know that she was exhausted when you were not
present and you just tried to explain yourself out because of
Q. Since when did you have the possession of the will? the apparent inconsistencies?
A. It was in my mothers possession. A. That was I think. (sic)
Q. So, it was not in your possession? Q. Now, you already observed this signature dated 1978, the same
year as the alleged holographic will. In exhibit I, you will
A. Sorry, yes. notice that there is no retracing; there is no hesitancy and
Q. And when did you come into possession since as you said this the signature was written on a fluid movement. x x x And in
was originally in the possession of your mother? fact , the name Eufemia R. Patigas here refers to one of the
petitioners?
A. 1985.[17]
A. Yes, sir.
xxx
Q. You will also notice Mrs. Binanay that it is not only with the
Q. Now, Mrs. Binanay was there any particular reason why your questioned signature appearing in the alleged holographic
mother left that will to you and therefore you have that in will marked as Exhibit X but in the handwriting themselves,
your possession? here you will notice the hesitancy and tremors, do you notice
that?
A. It was not given to me by my mother, I took that in the aparador
when she died. A. Yes, sir.[21]
Q. After taking that document you kept it with you? Evangeline Calugay declared that the holographic will was
written, dated and signed in the handwriting of the testator. She
A. I presented it to the fiscal. testified that:
Q. For what purpose? Q. You testified that you stayed with the house of the spouses
Matilde and Justo Ramonal for the period of 22 years. Could
A. Just to seek advice. you tell the court the services if any which you rendered to
Matilde Ramonal?
Q. Advice of what?
A. During my stay I used to go with her to the church, to the market
A. About the will.[18]
and then to her transactions.
In her testimony it was also evident that Ms. Binanay kept the
Q. What else? What services that you rendered?
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 A. After my college days I assisted her in going to the bank, paying
secret to petitioners and revealing it only after the death of Matilde Seo taxes and to her lawyer.
Vda. de Ramonal.
Q. What was your purpose of going to her lawyer?
In the testimony of Ms. Binanay, the following were established:
A. I used to be her personal driver.
Q. Now, in 1978 Matilde Seno Vda de Ramonal was not yet a
sickly person is that correct? Q. In the course of your stay for 22 years did you acquire
familiarity of the handwriting of Matilde Vda de Ramonal?
A. Yes, sir.
A. Yes, sir.
Q. She was up and about and was still uprightly and she could
walk agilely and she could go to her building to collect Q. How come that you acquired familiarity?
rentals, is that correct?
A. Because I lived with her since birth.[22]
A. Yes, sir.[19]
xxx
xxx
Q. Now, I am showing to you Exhibit S which is captioned tugon
Q. Now, let us go to the third signature of Matilde Ramonal. Do dated Agosto 30, 1978 there is a signature here below item
you know that there are retracings in the word Vda.? No. 1, will you tell this court whose signature is this?
A. Yes, a little. The letter L is continuous. A. Yes, sir, that is her signature.
Q. And also in Matilde the letter L is continued to letter D? Q. Why do you say that is her signature?
A. Yes, sir. A. I am familiar with her signature.[23]
Q. Again the third signature of Matilde Vda de Ramonal the letter L So, the only reason that Evangeline can give as to why she was
in Matilde is continued towards letter D. familiar with the handwriting of the deceased was because she lived
with her since birth. She never declared that she saw the deceased
A. Yes, sir. write a note or sign a document.
Q. And there is a retracing in the word Vda.? The former lawyer of the deceased, Fiscal Waga, testified that:
A. Yes, sir.[20] Q. Do you know Matilde Vda de Ramonal?
xxx A. Yes, sir I know her because she is my godmother the husband
is my godfather. Actually I am related to the husband by
Q. Now, that was 1979, remember one year after the alleged
consanguinity.
holographic will. Now, you identified a document marked as
Exhibit R. This is dated January 8,1978 which is only about Q. Can you tell the name of the husband?
eight months from August 30,1978. Do you notice that the
A. The late husband is Justo Ramonal.[24] Q. Mr. Prosecutor, I heard you when you said that the signature of
Matilde Vda de Ramonal Appearing in exhibit S seems to be
xxx the signature of Matilde vda de Ramonal?
Q. Can you tell this court whether the spouses Justo Ramonal and A. Yes, it is similar to the project of partition.
Matilde Ramonal have legitimate children?
Q. So you are not definite that this is the signature of Matilde
A. As far as I know they have no legitimate children.[25] vda de Ramonal. You are merely supposing that it
seems to be her signature because it is similar to the
xxx signature of the project of partition which you have
Q. You said after becoming a lawyer you practice your made?
profession? Where? A. That is true.[30]
A. Here in Cagayan de Oro City. From the testimonies of these witnesses, the Court of Appeals
Q. Do you have services rendered with the deceased Matilde vda allowed the will to probate and disregard the requirement of three
de Ramonal? witnesses in case of contested holographic will, citing the decision in
Azaola vs. Singson,[31] ruling that the requirement is merely directory
A. I assisted her in terminating the partition, of properties. and not mandatory.
Q. When you said assisted, you acted as her counsel? Any sort of In the case of Ajero vs. Court of Appeals,[32] we said that the
counsel as in what case is that, Fiscal? 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
A. It is about the project partition to terminate the property, which testaments and to guaranty their truth and authenticity. Therefore, the
was under the court before.[26] 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
xxx 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.
Q. Appearing in special proceeding no. 427 is the amended
inventory which is marked as exhibit N of the estate of Justo However, we cannot eliminate the possibility of a false document
Ramonal and there appears a signature over the type written being adjudged as the will of the testator, which is why if the
word Matilde vda de Ramonal, whose signature is this? holographic will is contested, that law requires three witnesses to
declare that the will was in the handwriting of the deceased.
A. That is the signature of Matilde Vda de Ramonal.
The will was found not in the personal belongings of the
Q. Also in exhibit n-3, whose signature is this?
deceased but with one of the respondents, who kept it even before the
A. This one here that is the signature of Mrs. Matilde vda de death of the deceased. In the testimony of Ms. Binanay, she revealed
Ramonal.[27] that the will was in her possession as early as 1985, or five years
before the death of the deceased.
xxx
There was no opportunity for an expert to compare the signature
Q. Aside from attending as counsel in that Special Proceeding and the handwriting of the deceased with other documents signed and
Case No. 427 what were the other assistance wherein you executed by her during her lifetime. The only chance at comparison
were rendering professional service to the deceased Matilde was during the cross-examination of Ms. Binanay when the lawyer of
Vda de Ramonal? petitioners asked Ms. Binanay to compare the documents which
contained the signature of the deceased with that of the holographic
A. I can not remember if I have assisted her in other matters but if will and she is not a handwriting expert. Even the former lawyer of the
there are documents to show that I have assisted then I can deceased expressed doubts as to the authenticity of the signature in
recall.[28] the holographic will.
xxx A visual examination of the holographic will convince us that the
strokes are different when compared with other documents written by
Q. Now, I am showing to you exhibit S which is titled tugon, kindly the testator. The signature of the testator in some of the disposition is
go over this document, Fiscal Waga and tell the court not readable. There were uneven strokes, retracing and erasures on
whether you are familiar with the handwriting contained in the will.
that document marked as exhibit S?
Comparing the signature in the holographic will dated August 30,
A. I am not familiar with the handwriting. 1978,[33] and the signatures in several documents such as the
Q. This one, Matilde Vda de Ramonal, whose signature is this? 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,
A. I think this signature here it seems to be the signature of Mrs. there are continuous flows of the strokes, evidencing that there is no
Matilde vda de Ramonal. hesitation in writing unlike that of the holographic will. We, therefore,
cannot be certain that the holographic will was in the handwriting by
Q. Now, in item No. 2 there is that signature here of Matilde Vda the deceased.
de Ramonal, can you tell the court whose signature is this?
IN VIEW WHEREOF, the decision appealed from is SET
A. Well, that is similar to that signature appearing in the project of ASIDE. The records are ordered remanded to the court of origin with
partition. instructions to allow petitioners to adduce evidence in support of their
opposition to the probate of the holographic will of the deceased
Q. Also in item no. 3 there is that signature Matilde Vda de Matilde Seo Vda. de Ramonal.
Ramonal, can you tell the court whose signature is that?
No costs.
A. As I said, this signature also seems to be the signature of
Matilde vda de Ramonal. SO ORDERED.
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