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ART 814 substance, that the holographic Will

contained alterations, corrections, and


insertions without the proper
G.R. No. L-40207 September 28, 1984 authentication by the full signature of
the testatrix as required by Article 814
ROSA K. KALAW, petitioner, of the Civil Code reading:
vs.
HON. JUDGE BENJAMIN RELOVA, Art. 814. In case of any
Presiding Judge of the CFI of insertion, cancellation,
Batangas, Branch VI, Lipa City, and erasure or alteration in a
GREGORIO K. KALAW, respondents. holographic will the testator
must authenticate the
Leandro H. Fernandez for petitioner. same by his full signature.

Antonio Quintos and Jose M. Yacat for ROSA's position was that the
respondents. holographic Will, as first written, should
be given effect and probated so that
she could be the sole heir thereunder.
MELENCIO-HERRERA, J.: After trial, respondent Judge denied
probate in an Order, dated September
On September 1, 1971, private 3, 197 3, reading in part:
respondent GREGORIO K. KALAW,
claiming to be the sole heir of his The document Exhibit "C"
deceased sister, Natividad K. Kalaw, was submitted to the
filed a petition before the Court of First National Bureau of
Instance of Batangas, Branch VI, Lipa Investigation for
City, for the probate of her holographic examination. The NBI
Will executed on December 24, 1968. reported that the
handwriting, the signature,
The holographic Will reads in full as the insertions and/or
follows: additions and the initial
were made by one and the
My Last will and Testament same person.
Consequently, Exhibit "C"
In the name of God, Amen. was the handwriting of the
decedent, Natividad K.
I Natividad K. Kalaw Filipino 63years of
Kalaw. The only question is
age, single, and a resident of Lipa City,
whether the win, Exhibit
being of sound and disposing mind and
'C', should be admitted to
memory, do hereby declare thus to be
probate although the
my last will and testament.
alterations and/or
insertions or additions
1. It is my will that I'll be burried in the
above-mentioned were not
cemetery of the catholic church of Lipa
authenticated by the full
City. In accordance with the rights of
signature of the testatrix
said Church, and that my executrix
pursuant to Art. 814 of the
hereinafter named provide and erect at
Civil Code. The petitioner
the expose of my state a suitable
contends that the
monument to perpetuate my memory.
oppositors are estopped to
xxx xxx xxx assert the provision of Art.
814 on the ground that
The holographic Will, as first written, they themselves agreed
named ROSA K. Kalaw, a sister of the thru their counsel to submit
testatrix as her sole heir. Hence, on the Document to the NBI
FOR EXAMINATIONS.
1

November 10, 1971, petitioner ROSA


Page

K. Kalaw opposed probate alleging, in This is untenable. The


parties did not agree, nor the Will is not thereby invalidated as a
was it impliedly whole, but at most only as respects the
understood, that the particular words erased, corrected or
oppositors would be in interlined.1 Manresa gave an Identical
estoppel. commentary when he said "la omision
de la salvedad no anula el testamento,
The Court finds, therefore, segun la regla de jurisprudencia
that the provision of Article establecida en la sentencia de 4 de
814 of the Civil Code is Abril de 1895." 2
applicable to Exhibit "C".
Finding the insertions, However, when as in this case, the
alterations and/or additions holographic Will in dispute had only one
in Exhibit "C" not to be substantial provision, which was altered
authenticated by the full by substituting the original heir with
signature of the testatrix another, but which alteration did not
Natividad K. Kalaw, the carry the requisite of full authentication
Court will deny the by the full signature of the testator, the
admission to probate of effect must be that the entire Will is
Exhibit "C". voided or revoked for the simple reason
that nothing remains in the Will after
WHEREFORE, the petition that which could remain valid. To state
to probate Exhibit "C" as that the Will as first written should be
the holographic will of given efficacy is to disregard the
Natividad K. Kalaw is seeming change of mind of the
hereby denied. testatrix. But that change of mind can
neither be given effect because she
SO ORDERED. failed to authenticate it in the manner
required by law by affixing her full
From that Order, GREGORIO moved signature,
for reconsideration arguing that since
the alterations and/or insertions were The ruling in Velasco, supra, must be
the testatrix, the denial to probate of her held confined to such insertions,
holographic Will would be contrary to cancellations, erasures or alterations in
her right of testamentary disposition. a holographic Will, which affect only the
Reconsideration was denied in an efficacy of the altered words
Order, dated November 2, 1973, on the themselves but not the essence and
ground that "Article 814 of the Civil validity of the Will itself. As it is, with the
Code being , clear and explicit, (it) erasures, cancellations and alterations
requires no necessity for interpretation." made by the testatrix herein, her real
intention cannot be determined with
From that Order, dated September 3, certitude. As Manresa had stated in his
1973, denying probate, and the Order commentary on Article 688 of the
dated November 2, 1973 denying Spanish Civil Code, whence Article 814
reconsideration, ROSA filed this of the new Civil Code was derived:
Petition for Review on certiorari on the
sole legal question of whether or not ... No infringe lo dispuesto
the original unaltered text after en este articulo del Codigo
subsequent alterations and insertions (el 688) la sentencia que
were voided by the Trial Court for lack no declara la nulidad de un
of authentication by the full signature of testamento olografo que
the testatrix, should be probated or not, contenga palabras
with her as sole heir. tachadas, enmendadas o
entre renglones no
Ordinarily, when a number of erasures, salvadas por el testador
corrections, and interlineations made by bajo su firnia segun
the testator in a holographic Will litem
2

previene el parrafo tercero


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not been noted under his signature, ... del mismo, porque, en
realidad, tal omision solo voluntad del testador
puede afectar a la validez manifiesta en el
o eficacia de tales documento. Asi lo advierte
palabras, y nunca al la sentencia de 29 de
testamento mismo, ya por Noviembre de 1916, que
estar esa disposicion en declara nulo un testamento
parrafo aparte de aquel olografo por no estar
que determine las salvada por el testador la
condiciones necesarias enmienda del guarismo
para la validez del ultimo del año en que fue
testamento olografo, ya extendido3(Emphasis
porque, de admitir lo ours).
contrario, se Ilegaria al
absurdo de que pequefias WHEREFORE, this Petition is hereby
enmiendas no salvadas, dismissed and the Decision of
que en nada afectasen a la respondent Judge, dated September 3,
parte esencial y respectiva 1973, is hereby affirmed in toto. No
del testamento, vinieran a costs.
anular este, y ya porque el
precepto contenido en SO ORDERED.
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
3

uarien de modo
Page

substancial la express
G.R. No. 106720 September 15, 1994 Private respondent opposed the petition
on the grounds that: neither the
SPOUSES ROBERTO AND THELMA testament's body nor the signature
AJERO, petitioners, therein was in decedent's handwriting; it
vs. contained alterations and corrections
THE COURT OF APPEALS AND which were not duly signed by
CLEMENTE SAND, respondents. decedent; and, the will was procured by
petitioners through improper pressure
Miguel D. Larida for petitioners. and undue influence. The petition was
likewise opposed by Dr. Jose Ajero. He
Montilla Law Office for private contested the disposition in the will of a
respondent. house and lot located in Cabadbaran,
Agusan Del Norte. He claimed that said
PUNO, J.: property could not be conveyed by
decedent in its entirety, as she was not
This is an appeal by certiorari from the its sole owner.
Decision of the Court of
Appeals 1 in CA-G.R. CV No. 22840, Notwithstanding the oppositions, the
dated March 30, 1992, the dispositive trial court admitted the decedent's
portion of which reads; holographic will to probate. It
found, inter alia:
PREMISES
CONSIDERED, the Considering then that the
questioned decision of probate proceedings herein
November 19, 1988 of the must decide only the
trial court is hereby question of identity of the
REVERSED and SET will, its due execution and
ASIDE, and the petition for the testamentary capacity
probate is hereby of the testatrix, this probate
DISMISSED. No costs. court finds no reason at all
for the disallowance of the
The earlier Decision was will for its failure to comply
rendered by the RTC of Quezon with the formalities
City, Branch 94, 2 in Sp. Proc. prescribed by law nor for
No. Q-37171, and the instrument lack of testamentary
submitted for probate is the capacity of the testatrix.
holographic will of the late Annie
Sand, who died on November 25, For one, no evidence was
1982. presented to show that the
will in question is different
In the will, decedent named as from the will actually
devisees, the following: petitioners executed by the testatrix.
Roberto and Thelma Ajero, private The only objections raised
respondent Clemente Sand, Meriam S. by the oppositors . . . are
Arong, Leah Sand, Lilia Sand, Edgar that the will was not written
Sand, Fe Sand, Lisa S. Sand, and Dr. in the handwriting of the
Jose Ajero, Sr., and their children. testatrix which properly
refers to the question of its
On January 20, 1983, petitioners due execution, and not to
instituted Sp. Proc. No. Q-37171, for the question of identity of
allowance of decedent's holographic will. No other will was
will. They alleged that at the time of its alleged to have been
execution, she was of sound and executed by the testatrix
disposing mind, not acting under other than the will herein
duress, fraud or undue influence, and presented. Hence, in the
was in every respect capacitated to
4

light of the evidence


dispose of her estate by will.
Page

adduced, the identity of the


will presented for probate the testatrix. To be of
must be accepted, i.e., the sound mind, it is sufficient
will submitted in Court that the testatrix, at the
must be deemed to be the time of making the will,
will actually executed by knew the value of the
the testatrix. estate to be disposed of,
the proper object of her
xxx xxx xxx bounty, and the characterof
the testamentary act . . .
While the fact that it was The will itself shows that
entirely written, dated and the testatrix even had
signed in the handwriting of detailed knowledge of the
the testatrix has been nature of her estate. She
disputed, the petitioners, even identified the lot
however, have number and square meters
satisfactorily shown in of the lots she had
Court that the holographic conveyed by will. The
will in question was indeed objects of her bounty were
written entirely, dated and likewise identified explicitly.
signed in the handwriting of And considering that she
the testatrix. Three (3) had even written a nursing
witnesses who have book which contained the
convincingly shown law and jurisprudence on
knowledge of the will and succession, there
handwriting of the testatrix is more than sufficient
have been presented and showing that she knows
have explicitly and the character of the
categorically identified the testamentary act.
handwriting with which the
holographic will in question In this wise, the question of
was written to be the identity of the will, its due
genuine handwriting and execution and the
signature of the testatrix. testamentary capacity of
Given then the aforesaid the testatrix has to be
evidence, the requirement resolved in favor of the
of the law that the allowance of probate of the
holographic will be entirely will submitted herein.
written, dated and signed
in the handwriting of the Likewise, no evidence was
testatrix has been complied presented to show
with. sufficient reason for the
disallowance of herein
xxx xxx xxx holographic will. While it
was alleged that the said
As to the question of the will was procured by undue
testamentary capacity of and improper pressure and
the testratix, (private influence on the part of the
respondent) Clemente beneficiary or of some
Sand himself has testified other person, the evidence
in Court that the testatrix adduced have not shown
was completely in her any instance where
sound mind when he improper pressure or
visited her during her influence was exerted on
birthday celebration in the testatrix. (Private
1981, at or around which respondent) Clemente
time the holographic will in
5

Sand has testified that the


Page

question was executed by testatrix was still alert at


the time of the execution of Articles 813 and 814 of the New Civil
the will, i.e., at or around Code, which read, as follows:
the time of her birth
anniversary celebration in Art. 813: When a number
1981. It was also of dispositions appearing in
established that she is a a holographic will are
very intelligent person and signed without being dated,
has a mind of her own. Her and the last disposition has
independence of character a signature and date, such
and to some extent, her date validates the
sense of superiority, which dispositions preceding it,
has been testified to in whatever be the time of
Court, all show the prior dispositions.
unlikelihood of her being
unduly influenced or Art. 814: In case of
improperly pressured to insertion, cancellation,
make the aforesaid will. It erasure or alteration in a
must be noted that the holographic will, the
undue influence or testator must authenticate
improper pressure in the same by his full
question herein only refer signature.
to the making of a will and
not as to the specific It alluded to certain dispositions in the
testamentary provisions will which were either unsigned and
therein which is the proper undated, or signed but not dated. It also
subject of another found that the erasures, alterations and
proceeding. Hence, under cancellations made thereon had not
the circumstances, this been authenticated by decedent.
Court cannot find
convincing reason for the Thus, this appeal which is impressed
disallowance of the will with merit.
herein.
Section 9, Rule 76 of the Rules of Court
Considering then that it is a provides that will shall be disallowed in
well-established doctrine in any of the following cases:
the law on succession that
in case of doubt, testate (a) If not executed and
succession should be attested as required by
preferred over intestate law;
succession, and the fact
that no convincing grounds (b) If the testator was
were presented and proven insane, or otherwise
for the disallowance of the mentally incapable to make
holographic will of the late a will, at the time of its
Annie Sand, the aforesaid execution;
will submitted herein must
(c) If it was executed under
be admitted to
3 duress, or the influence of
probate. (Citations
fear, or threats;
omitted.)
(d) If it was procured by
On appeal, said Decision was reversed,
undue and improper
and the petition for probate of
pressure and influence, on
decedent's will was dismissed. The
the part of the beneficiary,
Court of Appeals found that, "the
or of some other person for
holographic will fails to meet the
his benefit;
requirements for its validity." 4 It held
6
Page

that the decedent did not comply with


(e) If the signature of the (6) If the
testator was procured by testator acted
fraud or trick, and he did by mistake or
not intend that the did not intend
instrument should be his that the
will at the time of fixing his instrument he
signature thereto. signed should
be his will at
In the same vein, Article 839 of the time of
the New Civil Code reads: affixing his
signature
Art. 839: The will shall be thereto.
disallowed in any of the
following cases; These lists are exclusive; no other
grounds can serve to disallow a
(1) If the will. 5 Thus, in a petition to admit a
formalities holographic will to probate, the only
required by issues to be resolved are: (1) whether
law have not the instrument submitted is, indeed, the
been complied decedent's last will and testament; (2)
with; whether said will was executed in
accordance with the formalities
(2) If the prescribed by law; (3) whether the
testator was decedent had the necessary
insane, or testamentary capacity at the time the
otherwise will was executed; and, (4) whether the
mentally execution of the will and its signing
incapable of were the voluntary acts of the
making a will, decedent. 6
at the time of
its execution; In the case at bench, respondent court
held that the holographic will of Anne
(3) If it was Sand was not executed in accordance
executed with the formalities prescribed by law. It
through force held that Articles 813 and 814 of the
or under New Civil Code, ante, were not
duress, or the complied with, hence, it disallowed the
influence of probate of said will. This is erroneous.
fear, or
threats; We reiterate what we held in Abangan
vs. Abangan, 40 Phil. 476, 479
(4) If it was (1919), that:
procured by
undue and The object of the
improper solemnities surrounding
pressure and the execution of wills is to
influence, on close the door against bad
the part of the faith and fraud, to avoid
beneficiary or substitution of wills and
of some other testaments and to guaranty
person; their truth and authenticity.
Therefore, the laws on this
(5) If the subject should be
signature of interpreted in such a way
the testator as to attain these
was procured primordial ends. But, on
7
Page

by fraud; the other hand, also one


must not lose sight of the Likewise, a holographic will can still be
fact that it is not the object admitted to probate, notwithstanding
of the law to restrain and non-compliance with the provisions of
curtail the exercise of the Article 814. In the case of Kalaw
right to make a will. So vs. Relova 132 SCRA 237 242 (1984),
when an interpretation this Court held:
already given assures such
ends, any other Ordinarily, when a number
interpretation whatsoever, of erasures, corrections,
that adds nothing but and interlineations made
demands more requisites by the testator in a
entirely unnecessary, holographic Will have not
useless and frustrative of been noted under his
the testator's last will, must signature, . . . the Will is
be disregarded. not thereby invalidated as
a whole, but at most only
For purposes of probating non- as respects the particular
holographic wills, these formal words erased, corrected or
solemnities include the subscription, interlined. Manresa gave
attestation, and acknowledgment an identical commentary
requirements under Articles 805 and when he said "la omission
806 of the New Civil Code. de la salvedad no anula el
testamento, segun la regla
In the case of holographic wills, on the de jurisprudencia
other hand, what assures authenticity is establecida en la sentencia
the requirement that they be totally de 4 de Abril de
8
autographic or handwritten by the 1985." (Citations omitted.)
testator himself, 7 as provided under
Article 810 of the New Civil Code, thus: Thus, unless the unauthenticated
alterations, cancellations or insertions
A person may execute a were made on the date of the
holographic will which must holographic will or on testator's
be entirely written, dated, signature, 9 their presence does not
and signed by the hand of invalidate the will itself. 10 The lack of
the testator himself. It is authentication will only result in
subject to no other form, disallowance of such changes.
and may be made in or out
of the Philippines, and It is also proper to note that the
need not be witnessed. requirements of authentication of
(Emphasis supplied.) changes and signing and dating of
dispositions appear in provisions
Failure to strictly observe other (Articles 813 and 814) separate from
formalities will not result in the that which provides for the necessary
disallowance of a holographic will conditions for the validity of the
that is unquestionably holographic will (Article 810). The
handwritten by the testator. distinction can be traced to Articles 678
and 688 of the Spanish Civil Code, from
A reading of Article 813 of the New Civil which the present provisions covering
Code shows that its requirement affects holographic wills are taken. They read
the validity of the dispositions contained as follows:
in the holographic will, but not its
probate. If the testator fails to sign and Art. 678: A will is called
date some of the dispositions, the result holographic when the
is that these dispositions cannot be testator writes it himself in
effectuated. Such failure, however, the form and with the
does not render the whole testament requisites required in
8
Page

void. Article 688.


Art. 688: Holographic wills dispose of the whole property, which
may be executed only by she shares with her father's other heirs.
persons of full age.
IN VIEW WHEREOF, the instant
In order that the will be petition is GRANTED. The Decision of
valid it must be drawn on the Court of Appeals in CA-G.R. CV
stamped paper No. 22840, dated March 30, 1992, is
corresponding to the year REVERSED and SET ASIDE, except
of its execution, written in with respect to the invalidity of the
its entirety by the testator disposition of the entire house and lot in
and signed by him, and Cabadbaran, Agusan del Norte. The
must contain a statement Decision of the Regional Trial Court of
of the year, month and day Quezon City, Branch 94 in Sp. Proc.
of its execution. No. Q-37171, dated November 19,
1988, admitting to probate the
If it should contain any holographic will of decedent Annie
erased, corrected, or Sand, is hereby REINSTATED, with the
interlined words, the above qualification as regards the
testator must identify them Cabadbaran property. No costs.
over his signature.
SO ORDERED.
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.

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
9
Page
G.R. No. L-26306 April 27, 1988 administratrix of his estate (Record on
Appeal, p. 7).
TESTATE ESTATE OF THE LATE
GREGORIO VENTURA MARIA In due course, said will was admitted to
VENTURA, executrix- appellant, probate on January 14,1954 (Record
MIGUEL VENTURA and JUANA on Appeal, pp. 8-10). Gregorio Ventura
CARDONA, heirs-appellants, died on September 26,1955. On
vs. October 10, 1955, the appellant Maria
GREGORIA VENTURA and HER Ventura filed a motion for her
HUSBAND, EXEQUIEL VICTORIO, appointment as executrix and for the
MERCEDES VENTURA and HER issuance of letters testamentary in her
HUSBAND, PEDRO D. favor (Record on Appeal, pp. 10-11).
CORPUZ, oppositors-appellees. On October 17, 1955, Maria Ventura
was appointed executrix and the
corresponding letters testamentary was
issued in her favor (Record on Appeal,
PARAS, J.: pp. 11-12).

This is an appeal from the order of the On or about July 26, 1956, Maria
Court of First Instance of Nueva Ecija, Ventura submitted an inventory of the
Guimba, Branch V in Special estate of Gregorio Ventura (Record on
Proceedings No. 812, Testate of the Appeal, pp. 12-20).
late Gregorio Venture, dated October 5,
1965, removing the appellant Maria On June 17,1960, she filed her
Ventura as executrix and administratrix accounts of administration for the years
of the estate of the late Gregorio 1955 to 1960, inclusive. (Record on
Ventura, and in her place appointing Appeal, pp. 20-27). Said account of
the appellees Mercedes Ventura and administration was opposed by the
Gregoria Ventura as joint spouses Mercedes Ventura and Pedro
administratrices of the estate. (Record Corpuz on July 25, 1960 (Record on
on Appeal, pp. 120-131.) Appeal, pp. 27-33) and by Exequiel
Victorio and Gregoria Ventura on
Appellant Maria Ventura is the August 5,1963 (Record on Appeal, pp.
illegitimate daughter of the deceased 46-50). Both oppositions assailed the
Gregorio Ventura while Miguel Ventura veracity of the report as not reflecting
and Juana Cardona are his son and the true income of the estate and the
saving spouse who are also the brother expenses which allegedly are not
and mother of Maria Ventura. On the administration expenses. But on
other hand, appellees Mercedes and January 25, 1961, Maria Ventura filed a
Gregoria Ventura are the deceased's motion to hold in abeyance the
legitimate children with his former wife, approval of the accounts of
the late Paulina Simpliciano (Record on administration or to have their approval
Appeal, p. 122) but the paternity of without the opposition of the spouses
appellees was denied by the deceased Mercedes Ventura and Pedro Corpuz
in his will (Record on Appeal, p. 4). and Gregoria Ventura and Exequiel
Victorio on the ground that the question
On December 14,1953, Gregorio of the paternity of Mercedes Ventura
Ventura filed a petition for the probate and Gregoria Ventura is still pending
of his will which did not include the final determination before the Supreme
appellees and the petition was Court and that should they be adjudged
docketed as Special Proceedings No. the adulterous children of testator, as
812 (Record on Appeal, pp. 1-3). In the claimed, they are not entitled to inherit
said will, the appellant Maria Ventura, nor to oppose the approval of the
although an illegitimate child, was counts of administration (Record on
named and appointed by the testator to Appeals, pp. 33-36). Spouses
10

be the executrix of his will and the Mercedes Ventura and Pedro Corpuz
Page

filed on February 2, 1961 their


opposition to the motion to hold in The grounds of aforesaid joint motions
abeyance the approval of the accounts to remove the executrix Maria Ventura
of administration on the ground that are: (1) that she is grossly incompetent;
Mercedes and Gregoria Ventura had (2) that she has maliciously and
already been declared by the Court of purposely concealed certain properties
First Instance in Civil Cases No. 1064 of the estate in the inventory; (3) that
and 1476, which cases are supposed to she is merely an illegitimate daughter
be pending before the Supreme Court, who can have no harmonious relations
as the legitimate children of Gregorio with the appellees; (4) that the executrix
Ventura, hence, they have reason to has neglected to render her accounts
protect their interest (Record on and failed to comply with the Order of
Appeal, pp. 36-39). On February the Court of December 12, 1963,
9,1961, the motion to hold in abeyance requiring her to file her accounts of
the approval of the accounts was administration for the years 1961 to
denied (Record on Appeal, pp. 39-40). 1963 (Record on Appeal, pp. 70 and
75-76) and the Order of June 11, 1964,
It appears that on July 12, 1963, the reiterating aforesaid Order of December
Court set the case for pre-trial on 12, 1963 (Record on Appeal, p. 76);
August 7, 1963 in connection with the and (5) that she is with permanent
accounts of the executrix Maria Ventura physical defect hindering her from
dated June 17, 1960 and the Motion to efficiently performing her duties as an
Annul Provision of Will dated July executrix (Record on Appeal, pp. 50-53
14,1962 of Mercedes Ventura (Record and 74-79).
on Appeal, p. 45).
On May 17, 1965, the executrix Maria
On October 22, 1963, four motions Ventura finally submitted her accounts
were filed by Mercedes Ventura and of administration covering the period
Gregoria Ventura, namely: (1) motion to 1961 to 1965 (Record on Appeal, pp.
remove the executrix Maria Ventura 79-84) which were again opposed by
which was supplemented on April 27, the spouses Exequiel Victorio and
1965; (2) motion to require her to Gregoria Ventura on September 21,
deposit the harvest of palay of the 1965 and by the spouses Mercedes
property under administration in a Ventura and Pedro Corpuz on
bonded warehouse; (3) motion to September 29, 1965 (Record on
render an accounting of the proceeds Appeal, pp. 106-120). On June 2, 1965,
and expenses of Administration; and (4) the executrix filed her supplemental
motion to require her to include in the opposition to the aforesaid four
inventory of the estate certain excluded motions, and prayed that the joint
properties (Record on Appeal, pp. 50- supplemental motion to remove the
53; 71). An opposition to said motions executrix be denied or held in abeyance
was filed by the heirs Juana Cardona until after the status of Mercedes and
and Miguel Ventura and by the Gregoria Ventura as heirs of the
executrix Maria Ventura herself (Record testator is finally decided (Record on
on Appeal, pp. 56-61; 61-70 and 71). Appeal, pp. 85-1 01). On June 3, 1965,
the Court, finding that the estate taxes
On motion of counsel for Exequiel have not been paid, ordered the
Victorio and Gregoria Ventura the joint administratrix to pay the same within
motions to require an Up-to-date thirty (30) days. On September 13,
Accounting and to Require Executrix 1965, the lower court denied the
Ventura to Include Excluded Properties suspension of the proceedings and
in Her Inventory were ordered deferred the resolution of the joint
withdrawn (Order dated February 2, motion to remove executrix Maria
1965, Record on Appeal, p. 73). The Ventura until after the examination of
other two motions were however set for the physical fitness of said executrix to
hearing. undertake her duties as such. Also, it
11

ordered the deposit of all palay to be


Page

harvested in the next agricultural year


and subsequent years to be deposited Miguel Ventura assign the following
in a bonded warehouse to be selected errors allegedly committed by the
by the Court and the palay so deposited probate court:
shall not be withdrawn without the
express permission of the Court ASSIGNMENT OF
(Record on Appeal, pp. 103-105). On ERRORS
September 21, 1965, spouses Exequiel
Victorio and Gregoria Ventura filed their I
opposition to the accounts of
administration of Maria Ventura dated The lower court erred in
May 17, 1965, while that of spouses ordering the removal of
Mercedes Ventura and Pedro Corpuz Maria Ventura as executrix
was filed on September 29, 1965, both and administratrix of the
oppositions alleging among others that will and estate of the
said accounts do not reflect the true deceased Gregorio
and actual income of the estate and Ventura without giving her
that the expenses reported thereunder full opportunity to be heard
are fake, exhorbitant and speculative and to present all her
(Record on Appeal, pp. 106-120). evidence.

On October 5, 1965, the court a quo, II


finding that the executrix Maria Ventura
has squandered the funds of the estate, The lower court erred in
was inefficient and incompetent, has finding that the executrix
failed to comply with the orders of the Maria Ventura had
Court in the matter of presenting up-to- squandered and dissipated
date statements of accounts and the funds of the estate
neglected to pay the real estate taxes under her administration.
of the estate, rendered the questioned
decision, the dispositive portion of III
which reads:
The lower court erred in
WHEREFORE, Maria finding that the executrix
Ventura is hereby removed Maria Ventura was
as executrix and inefficient and incompetent.
administratrix of the estate
and in her place Mercedes IV
Ventura and Gregoria
That, considering the
Ventura are hereby
circumtances surrounding
appointed joint a tratrices
the case, the lower court
of the estate upon filing by
erred in finding that the
each of them of a bond of
failure of Maria Ventura to
P 7,000.00. Let letters of
submit her periodical
administration be issued to
account had justified her
Mercedes Ventura and
removal as executrix.
Gregoria Ventura upon
their qualification.
V
IT IS SO ORDERED.
The lower court erred in
considering as an
(Record on Appeal pp.
established fact that the
120-131).
appellees Mercedes
Hence, this appeal. Ventura and Gregoria
Ventura are the legitimate
12

In their brief, appellants Maria Ventura daughters of the deceased


Gregorio Ventura.
Page

and spouses Juana Cardona and


VI administratrix thereof is
legally justified.
The lower court erred in
finding that the devises and X
bequests in favor of Maria
Ventura and Miguel Considering that there are
Ventura as specified in in fact two (2) factions
paragraph 8 of the last Will representing opposite
and Testament of the late interests in the estate, the
Gregorio Ventura have lower court erred in not
ipso facto been annulled. appointing Juana Cardona,
or Miguel Ventura, as one
VII of the two (2)
administratrices.' (Joint
The lower court erred in Brief for the Appellants, pp.
allowing the appellees 1-4)
Mercedes Ventura and
Gregoria Ventura to On July 19,1967, Atty. Arturo Tolentino
intervene in the hearing of (representing appellees Mercedes
the accounts of Ventura and Pedro Corpuz) and Atty.
administration submitted by Jose J. Francisco (representing
the executrix Maria Gregoria and Exequiel Victoria), having
Ventura and/or in not failed to submit their respective briefs
suspending the hearing of within the period for the purpose, which
the said accounts until the expired on July 2 and May 29,1967,
said appellees have finally respectively, the Supreme Court
established their status as Resolved to consider this case
legitimate children of the submitted for decision WITHOUT SAID
deceased Gregorio APPELLEES' BRIEF (Rollo, p. 152).
Ventura.
The crucial issue in this case is whether
VIII or not the removal of Maria Ventura as
executrix is legally justified. This issue
The lower court erred in has, however, become moot and
appointing (even without a academic in view of the decision of this
proper petition for Court in related cases.
appointment and much
less a hearing on the At the outset, it is worthy to note that
appointment of) the aside from the instant special
appellees Mercedes proceedings, there are two other civil
Ventura and Gregoria cases involving the estate of the
Ventura who have an deceased Gregoria Ventura, namely,
adverse interest as joint Civil Cases Nos. 1064 and 1476. Civil
administratrices of the Case No. 1064 was filed on December
estate of the deceased 2, 1952 by herein appellee Gregoria
Gregorio Ventura. Ventura in the Court of First Instance of
Nueva Ecija, Branch I, against the other
IX appellees herein Mercedes Ventura
and their father, Gregorio Ventura.
The lower court erred in Later Mercedes Ventura joined cause
not appointing the surviving with Gregoria Ventura. (Record on
widow, Juana Cardona, or Appeal, p. 95). Gregoria and Mercedes
Miguel Ventura, as Ventura claimed that they are the
administratrix of the estate legitimate children of Gregorio Ventura
of Gregorio Ventura in and his wife Paulina Simpliciano, who
13

case the removal of Maria died in 1943, and asked that one-half of
Page

Ventura as executrix and the properties described in the


complaint be declared as the share of Pedro Corpuz are the
their mother in the conjugal partnership, exclusive owners of the
with them as the only forced heirs of property describe in the
their mother Paulina (Joint Brief for the certificate of Title Nos. T-
Appellants, pp. 53-68). 1102, 212, T-1213, T-1214,
Exhibits 32, 33, 34 and 35,
Subsequently, Civil Case No. 1476 was respectively; ordering
filed by Alipio, Eufracia and Juliana, all Mercedes Ventura and
surnamed Simpliciano, against Pedro D. Corpuz to pay to
Gregorio Ventura and the two sisters, the conjugal partnership of
Mercedes and Gregoria Ventura, before Gregorio Ventura and
the Court of First Instance of Nueva Paulina Simpliciano the
Ecija, Branch I. They alleged that as the sum of P100,000.00, one-
only children of Modesto Simpliciano, half of which shall pertain
sole brother of Paulina Simpliciano, to the estate of Gregorio
they, instead of Mercedes and Gregoria Ventura and the other half
Ventura, whom they claimed are to the estate of Paulina
adulterous children of Paulina with Simpliciano to whom
another man, Teodoro Ventura and as Mercedes and Gregoria
such are not entitled to inherit from her, Ventura have succeeded,
are the ones who should inherit the to be divided between
share of Paulina Simpliciano in the Mercedes and Gregoria in
conjugal Partnership with Gregorio equal parts; and dismissing
Ventura (Joint Brief For The Civil Case No. 1476. The
Appealant,pp.69-79) parties are urged to arrive
at an amicable partition of
It appears that on November 4, 1959, the properties herein
after a joint hearing of Civil Cases Nos. adjudicated within twenty
1064 and 1476, the lower court days from receipt of this
rendered its judgment, the dispositive decision. Upon their failure
portion of which reads as follows: to do so, the Court shall
appoint commissioners to
WHEREFORE, judgment is divide the properties in
hereby rendered declaring accordance with the terms
Mercedes Ventura and of the decision. Without
Gregoria Ventura to be the pronouncements as to
ligitimate daughters of costs. (Emphasis
Paulina Simpliciano and supplied). (Joint Brief for
Gregorio Ventura; the Appellants, pp. 3738.)
declaring that as such
ligitimate daughters of Thereafter, on July 14, 1962, Mercedes
Paulina Simpliciano they Ventura filed a motion to annul the
are entitled to 1/2 of the provisions of the will of the deceased
properties described in Gregorio Ventura in Special
paragraph six of the Proceedings No. 812, which motion
complaint; ordering the was opposed by Miguel Ventura and
defendant Maria Ventura, Juana Cardona and later by Maria
as administratrix of the Ventura. They claimed that the decision
estate of Gregorio Ventura dated November 4,1959 in Civil Cases
to pay to Mercedes Nos. 1064 and 1476 was not yet final.
Ventura and Gregorio
Ventura the amount of P On February 26,1964, the court
19,074.09 which shall be annulled the institution of the heirs in
divided equally between the probated will of Gregorio Ventura.
Mercedes and Gregoria The motion for reconsideration of the
14

Ventura declaring aforesaid order filed by executrix Maria


Page

Mercedes Ventura and Ventura was denied on June 11, 1964.


Accordingly, Maria Ventura appealed whom, Emmanuel Mariano,
the February 26, 1964 and June 11, is the husband of
1964 orders of the probate court in appellant, put a definite
Special Proceedings No. 812 before the end to those cases, leaving
Supreme Court and was docketed as nothing else to be done in
G.R. No. L-23878. On May 27,1977, the trial court. That order of
this Court, through then Associate approval is an appealable
Justice Antonio P. Barredo, ruled, as one, and inasmuch as no
follows: appeal has been taken
from the same, it is beyond
And so, acting on dispute that the decision in
appellees' motion to controversy has already
dismiss appeal, it is Our become final and
considered opinion that the executory in all respects.
decision in Civil Cases Hence, the case at bar has
Nos.1064 and 1476 become moot and
declaring that appellees academic. (Ventura vs.
Mercedes and Gregoria Ventura, 77 SCRA 159,
Ventura are the ligimate May 27,1977)
children of the deceased
Gregorio Ventura and his Under Article 854 of the Civil Code, "the
wife, Paulina Simpliciano, pretention or omission of one, some, or
and as such are entitled to all of the compulsory heirs in the direct
the annulment of the line, whether living at the time of the
institution of heirs made in execution of the will or born after the
the probated will of said death of the testator, shall annul the
deceased became final institution of heir; but the devises and
and executory upon the legacies shall be valid insofar as they
finality of the order, are not inofficious," and as a result,
approving ther partition intestacy follows, thereby rendering the
directed in the decision in previous appointment of Maria Ventura
question. We need not as executrix moot and academic. This
indulge in any discussion would now necessitate the appointment
as to whether or not, as of of another administrator, under the
the time the orders here in following provision:
question were issued by
the trial court said decision Section 6, Rule 78 of the Rules of
had the nature of an Court:
interlocutory order only. To
be sure, in the case of When and to whom letters
Miranda, aforementioned, of administration granted.-If
the opinion of the majority no executor is named in
of the Court may well be the will, or the executor or
invoked against appellant's executors are incompetent,
pose. In any event, even if refuse the trust, or fail to
the Court were minded to give bond, or a person dies
modify again Miranda and intestate, a petition shall be
go back to Fuentebella and granted:
Zaldariaga — and it is not,
as of now — there can be (a) To the surviving
no question that the husband or wife, as the
approval by the trial court case may be or next of kin,
in Civil Cases Nos. 1064 or both, in the discretion of
and 1476 of the partition the court, or to such person
report of the as such surviving husband
15

commissioners appointed or wife, or both, in the


Page

for the purpose, one of discretion of the court, or to


such person as such Juana Cardona and Miguel Ventura is
surviving husband or wife, hereby DISMISSED.
or next of kin, requests to
have appointed, if SO ORDERED.
competent and willing to
serve;"

xxx xxx xxx

In the case at bar, the surviving spouse


of the deceased Gregorio Ventura is
Juana Cardona while the next of kin
are: Mercedes and Gregoria Ventura
and Maria and Miguel Ventura. The
"next of kin" has been defined as those
persons who are entitled under the
statute of distribution to the decedent's
property (Cooper vs. Cooper, 43 Ind. A.
620, 88 NE 341). It is generally said
that "the nearest of kin, whose interest
in the estate is more preponderant, is
preferred in the choice of administrator.
'Among members of a class the
strongest ground for preference is the
amount or preponderance of interest.
As between next of kin, the nearest of
kin is to be preferred." (Cabanas, et al.
vs. Enage et al., 40 Off. Gaz. 12 Suppl.
227; citing 12 Am. Jur. Sec. 77, p. 416,
cited in Francisco Vicente J., The
Revised Rules of Court in the
Philippines, Vol. V-B 1970 Ed., p. 23).

As decided by the lower court and


sustained by the Supreme Court,
Mercedes and Gregoria Ventura are the
legitimate children of Gregorio Ventura
and his wife, the late Paulina
Simpliciano. Therefore, as the nearest
of kin of Gregorio Ventura they are
entitled to preference over the
illegitimate children of Gregorio
Ventura, namely: Maria and Miguel
Ventura. Hence, under the aforestated
preference provided in Section 6 of
Rule 78, the person or persons to be
appointed administrator are Juana
Cardona, as the surviving spouse, or
Mercedes and Gregoria Ventura as
nearest of kin, or Juana Cardona and
Mercedes and Gregoria Ventura in the
discretion of the Court, in order to
represent both interests.

PREMISES CONSIDERED, the appeal


16

interposed by appellants Maria Ventura,


Page
[G.R. No. 48840. December 29, 1943.] provides that "no will shall pass either
real or personal estate unless it is
ERNESTO M. GUEVARA, Petitioner- proved and allowed in the proper court"
Appellant, v. ROSARIO GUEVARA ; and, second, because the probate of a
and her husband PEDRO will, which is a proceeding in rem,
BUISON, Respondents-Appellees. cannot be dispensed with and
substituted by any other proceeding,
Primicias, Abad, Mencias & Castillo judicial or extrajudicial, without
for Appellant. offending against public policy designed
to effectuate the testator’s right to
Pedro C. Quinto for Appellees. dispose of his property by will in
accordance with law and to protect the
SYLLABUS rights of the heirs and legatees under
the will thru the means provided by law,
1. WILLS; PRESENTATION OF WILL among which are the publication and
FOR PROBATE IS MANDATORY; the personal notices to each and all of
SETTLEMENT OF ESTATE ON BASIS said heirs and legatees. Nor may the
OF INTESTACY WHEN DECEDENT court approve and allow the will
LEFT A WILL, AGAINST THE LAW. — presented in evidence in such an action
We hold that under section 1 of Rule for partition, which is one in personam,
74, in relation to Rule 76, if the any more than it could decree the
decedent left a will and no debts and registration under the Torrens system
the heirs and legatees desire to make of the land involved in an ordinary
an extrajudicial partition of the estate, action for reivindicacion or partition.
they must first present that will to the
court for probate and divide the estate 3. TORRENS REGISTRATION;
in accordance with the will. They may REGISTRATION DOES NOT AFFECT
not disregard the provisions of the will RIGHTS OF PARTITION BETWEEN
unless those provisions are contrary to LEGATEES. — It results that the
law. Neither may they do away with the interested parties consented to the
presentation of the will to the court for registration of the land in question in
probate, because such suppression of the name of E. M. G. alone subject to
the will is contrary to law and public the implied trust on account of which he
policy. The law enjoins the probate of is under obligation to deliver and
the will and public policy requires it, convey to them their corresponding
because unless the will is probated and shares after all the debts of the original
notice thereof given to the whole world, owner of said land had been paid. Such
the right of a person to dispose of his finding does not constitute a reversal of
property by will may be rendered the decision and decree of registration,
nugatory, as is attempted to be done in which merely confirmed the petitioner’s
the instant case. Absent legatees and title; and in the absence of any
devisees, or such of them as may have intervening innocent third party, the
no knowledge of the will, could be petitioner may be compelled to fulfill the
cheated of their inheritance thru the promise by virtue of which he acquired
collusion of some of the heirs who his title. That is authorized by section
might agree to the partition of the estate 70 of the Land Registration Act, cited
among themselves to the exclusion of by the Court of Appeals, and by the
others. decision of this Court in Severino v.
Severino, 44 Phil., 343, and the cases
2. ID.; ID.; ID. — Even if the decedent therein cited.
left no debts and nobody raises any
question as to the authenticity and due
execution of the will, none of the heirs DECISION
may sue for the partition of the estate in
accordance with that will without first
17

securing its allowance or probate of the OZAETA, J.:


Page

court: first, because the law expressly


made by him to her of a portion of 25
hectares of the large parcel of land of
Ernesto M. Guevara and Rosario 259-odd hectares described in plan
Guevara, legitimate son and natural Psu-66618. He also devised to her a
daughter, respectively, of the deceased portion of 5 hectares of the same parcel
Victorino L. Guevara, are litigating here of land by way of complete settlement
over their inheritance from the latter. of her usufructuary right.
The action was commenced on
November 12, 1937, by Rosario He set aside 100 hectares of the same
Guevara to recover from Ernesto parcel of land to be disposed of either
Guevara what she claims to be her by him during his lifetime or by his
strict ligitime as an acknowledged attorney-in-fact Ernesto M. Guevara in
natural daughter of the deceased — to order to pay all his pending debts and
wit, a portion of 423,492 square meters to defray his expenses and those of his
of a large parcel of land described in family up to the time of his death.
original certificate of title No. 51691 of
the province of Pangasinan, issued in The remander of said parcel of land he
the name of Ernesto M. Guevara — disposed of in the following manner:
and to order the latter to pay her
P6,000 plus P2,000 a year as damages "(d). — Toda la porcion restante de mi
for withholding such legitime from her. terreno arriba descrito, de la extension
The defendant answered the complaint superficial aproximada de ciento
contending that whatever right or rights veintinueve (129) hectareas setenta
the plaintiff might have had, had been (70) areas, y veinticinco (25)
barred by the operation of law. centiareas, con todas sus mejoras
existentes en la misma, dejo y
It appears that on August 26, 1931, distribuyo, pro-indiviso, a mis siguientes
Victorino L. Guevara executed a will herederos como sigue:
(exhibit A), apparently with all the
formalities of the law, wherein he made
the following bequests: To his "A mi hijo legitimo, Ernesto M. Guevara,
stepdaughter Candida Guevara, a pair ciento ocho (108) hectareas, ocho (8)
of earrings worth P150 and a gold chain areas y cincuenta y cuatro (54)
worth P40; to his son Ernesto M. centiareas, hacia la parte que colinda al
Guevara, a gold ring worth P180 and all Oeste de las cien (100) hectareas
the furniture, pictures, statues, and referidas en el inciso (a) de este parrafo
other religious objects found in the del testamento, como su propiedad
residence of the testator in Poblacion absoluta y exclusiva, en la cual
Sur, Bayambang, Pangasinan; "a mi extension superficial estan incluidas
hija Rosario Guevara," a pair of cuarenta y tres (43) hectareas,
earrings worth P120; to his stepson Pio veintitres (23) areas y cuarenta y dos
Guevara, a ring worth P120; and to his (42) centiareas que le doy en concepto
wife by second marriage, Angustia de mejora.
Posadas, various pieces of jewelry
worth P1,020. "A mi hija natural reconocida, Rosario
Guevara, veintiun (21) hectareas,
He also made the following devises: "A sesenta y un (61) areas y setenta y un
mis hijos Rosario Guevara y Ernesto M. (71) centiareas, que es la parte
Guevara y a mis hijastros, Vivencio, restante.
Eduviges, Dionisia, Candida y Pio,
apellidados Guevara," a residential lot "Duodecimo. — Nombro por la
with its improvements situate in the presente como Albacea Testamentario
town of Bayambang, Pangasinan, a mi hijo Ernesto M. Guevara, con
having an area of 960 square meters relevacion de fianza. Y una vez
and assessed at P540; to his wife legalizado este testamento, y en cuanto
18

Angustia Posadas he confirmed the sea posible, es mi deseo, que los


Page

donation propter nuptias theretofore herederos y legatarios aqui nombrados


se repartan extrajudicialmente mis estate. Whether the various legatees
bienes de conformidad con mis mentioned in the will have received
disposiciones arriba consignadas." their respective legacies or have even
been given due notice of the execution
Subsequently, and on July 12, 1933, of said will and of the dispositions
Victorino L. Guevara executed a deed therein made in their favor, does not
of sale (exhibit 2) in favor of Ernesto M. affirmatively appear from the record of
Guevara whereby he conveyed to him this case. Ever since the death of
the southern half of the large parcel of Victorino L. Guevara, his only legitimate
land of which he had theretofore son Ernesto M. Guevara appears to
disposed by the will above mentioned, have possessed the land adjudicated to
in consideration of the sum of P1 and him in the registration proceeding and
other valuable considerations, among to have disposed of various portions
which were the payment of all his debts thereof for the purpose of paying the
and obligations amounting to not less debts left by his father.
than P16,500, his maintenance up to
his death, and the expenses of his last In the meantime Rosario Guevara, who
illness and funeral expenses. As to the appears to have had her father’s last
northern half of the same parcel of land, will and testament in her custody, did
he declared: "Hago constar tambien nothing judicially to invoke the
que reconozco a mi referido hijo testamentary dispositions made therein
Ernesto M. Guevara como dueño de la in her favor, whereby the testator
mitad norte de la totalidad y conjunto acknowledged her as his natural
de los referidos terrenos por haberlos daughter and, aside from certain
comprado de su propio peculio del Sr. legacies and bequests, devised to her a
Rafael T. Puzon a quien habia vendido portion of 21.6171 hectares of the large
con anterioridad." parcel of land described in the will. But
a little over four years after the
testator’s demise, she (assisted by her
On September 27, 1933, final decree of husband) commenced the present
registration was issued in land action against Ernesto M. Guevara
registration case No. 15174 of the alone for the purpose hereinbefore
Court of First Instance of Pangasinan, indicated; and it was only during the
and pursuant thereto original certificate trial of this case that she presented the
of title No. 51691 of the same province will to the court, not for the purpose of
was issued on October 12 of the same having it probated but only to prove that
year in favor of Ernesto M. Guevara the deceased Victorino L. Guevara had
over the whole parcel of land described acknowledged her as his natural
in the deed of sale above referred to. daughter. Upon that proof of
The registration proceeding had been acknowledgment she claimed her share
commenced on November 1, 1932, by of the inheritance from him, but on the
Victorino L. Guevara and Ernesto M. theory or assumption that he died
Guevara as applicants, with Rosario, intestate, because the will had not been
among others, as oppositor; but before probated, for which reason, she
the trial of the case Victorino L. asserted, the betterment therein made
Guevara withdrew as applicant and by the testator in favor of his legitimate
Rosario Guevara and her co-oppositors son Ernesto M. Guevara should be
also withdrew their opposition, thereby disregarded. Both the trial court and the
facilitating the issuance of the title in the Court of Appeals sustained that theory.
name of Ernesto M. Guevara alone.
Two principal questions are before us
On September 27, 1933, Victorino L. for determination: (1) the legality of the
Guevara died. His last will and procedure adopted by the plaintiff
testament, however, was never (respondent herein) Rosario Guevara;
presented to the court for probate, nor and (2) the efficacy of the deed of sale
19

has any administration proceeding ever exhibit 2 and the effect of the certificate
Page

been instituted for the settlement of his


of title issued to the defendant
(petitioner herein) Ernesto M. Guevara. "Sec. 629. Person Retaining Will may
be Committed. — If a person having
I custody of a will after the death of the
testator neglects without reasonable
cause to deliver the same to the court
We cannot sanction the procedure having jurisdiction, after notice by the
adopted by the respondent Rosario court so to do, he may be committed to
Guevara, it being in our opinion in the prison of the province by a warrant
violation of procedural law and an issued by the court, and there kept in
attempt to circumvent and disregard the close confinement until he delivers the
last will and testament of the decedent. will."
The Code of Civil Procedure, which
was in force up to the time this case The foregoing provisions are now
was decided by the trial court, contains embodied in Rule 76 of the new Rules
the following pertinent provisions: of Court, which took effect on July 1,
1940.
"Sec. 625. Allowance Necessary, and
Conclusive as to Execution. — No will The proceeding for the probate of a will
shall pass either the real or personal is one in rem, with notice by publication
estate, unless it is proved and allowed to the whole world and with personal
in the Court of First Instance, or by notice to each of the known heirs,
appeal to the Supreme Court; and the legatees, and devisees of the testator
allowance by the court of a will of real (section 630, C. C. P., and sections 3
and personal estate shall be conclusive and 4, Rule 77). Altho not contested
as to its due execution. (section 5, Rule 77), the due execution
of the will and the fact that the testator
"Sec. 626. Custodian of Will to Deliver. at the time of its execution was of
— The person who has the custody of a sound and disposing mind and not
will shall, within thirty days after he acting under duress, menace, and
knows of the death of the testator, undue influence or fraud, must be
deliver the will into the court which has proved to the satisfaction of the court,
jurisdiction, or to the executor named in and only then may the will be legalized
the will. and given effect by means of a
certificate of its allowance, signed by
"Sec. 627. Executor to Present Will and the judge and attested by the seal of
Accept or Refuse Trust. — A person the court; and when the will devises
named as executor in a will, shall within real property, attested copies thereof
thirty days after he knows of the death and of the certificate of allowance must
of the testator, or within thirty days after be recorded in the register of deeds of
he knows that he is named executor, if the province in which the land lies.
he obtained such knowledge after (Section 12, Rule 77, and section 624,
knowing of the death of the testator, C. C. P.)
present such will to the court which has
jurisdiction, unless the will has been It will readily be seen from the above
otherwise returned to said court, and provisions of the law that the
shall, within such period, signify to the presentation of a will to the court for
court his acceptance of the trust, or probate is mandatory and its allowance
make known in writing his refusal to by the court is essential and
accept it. indispensable to its efficacy. To assure
and compel the probate of a will, the
"Sec. 628. Penalty. — A person who law punishes a person who neglects his
neglects any of the duties required in duty to present it to the court with a fine
the two preceding sections, unless he not exceeding P2,000, and if he should
gives a satisfactory excuse to the court, persist in not presenting it, he may be
20

shall be subject to a fine not exceeding committed to prison and kept there until
Page

one thousand dollars. he delivers the will.


within two years after the death of the
The Court of Appeals took express decedent."
notice of these requirements of the law
and held that a will, unless probated, is That is a modification of section 596 of
ineffective. Nevertheless it sanctioned the Code of Civil Procedure, which
the procedure adopted by the reads as follows:
respondent for the following reasons:
"Sec. 596. Settlement of Certain
"The majority of the Court is of the Intestates Without Legal Proceedings.
opinion that if this case is dismissed — Whenever all the heirs of a person
ordering the filing of testate who died intestate are of lawful age and
proceedings, it would cause injustice, legal capacity and there are no debts
inconvenience, delay, and much due from the estate, or all the debts
expense to the parties, and that have been paid the heirs may, by
therefore, it is preferable to leave them agreement duly executed in writing by
in the very status which they all of them, and not otherwise,
themselves have chosen, and to decide apportion and divide the estate among
their controversy once and for all, since, themselves, as they may see fit, without
in a similar case, the Supreme Court proceedings in court."
applied that same criterion (Leaño v.
Leaño, supra), which is now sanctioned The implication is that by the omission
by section 1 of Rule 74 of the Rules of of the word "intestate" and the use of
Court. Besides, section 6 of Rule 124 the word "legatees" in section 1 of Rule
provides that, if the procedure which 74, a summary extrajudicial settlement
the court ought to follow in the exercise of a deceased person’s estate, whether
of its jurisdiction is not specifically he died testate or intestate, may be
pointed out by the Rules of Court, any made under the conditions specified.
suitable process or mode of procedure Even if we give retroactive effect to
may be adopted which appears most section 1 of Rule 74 and apply it here,
consistent to the spirit of the said Rules. as the Court of Appeals did, we do not
Hence, we declare the action instituted believe it sanctions the nonpresentation
by the plaintiff to be in accordance with of a will for probate and much less the
law." nullification of such will thru the failure
of its custodian to present it to the court
Let us look into the validity of these for probate; for such a result is
considerations. Section 1 of Rule 74 precisely what Rule 76 sedulously
provides as follows: provides against. Section 1 of Rule 74
merely authorizes the extrajudicial or
"Section 1. Extrajudicial settlement by judicial partition of the estate of a
agreement between heirs. — If the decedent "without securing letters of
decedent left no debts and the heirs administration." It does not say that in
and legatees are all of age, or the case the decedent left a will the heirs
minors are represented by their judicial and legatees may divide the estate
guardians, the parties may, without among themselves without the
securing letters of administration, divide necessity of presenting the will to the
the estate among themselves as they court for probate. The petition to
see fit by means of a public instrument probate a will and the petition to issue
filed in the office of the register of letters of administration are two
deeds, and should they disagree, they different things, altho both may be
may do so in an ordinary action of made in the same case. The allowance
partition. If there is only one heir or one of a will precedes the issuance of
legatee, he may adjudicate to himself letters testamentary or of administration
the entire estate by means of an (section 4, Rule 78). One can have a
affidavit filed in the office of the register will probated without necessarily
of deeds. It shall be presumed that the securing letters testamentary or of
21

decedent left no debts if no creditor files administration. We hold that under


a petition for letters of administration section 1 of Rule 74, in relation to Rule
Page
76, if the decedent left a will and no testator’s right to dispose of his
debts and the heirs and legatees desire property by will in accordance with law
to make an extrajudicial partition of the and to protect the rights of the heirs and
estate, they must first present that will legatees under the will thru the means
to the court for probate and divide the provided by law, among which are the
estate in accordance with the will. They publication and the personal notices to
may not disregard the provisions of the each and all of said heirs and legatees.
will unless those provisions are contrary Nor may the court approve and allow
to law. Neither may they do away with the will presented in evidence in such
the presentation of the will to the court an action for partition, which is one in
for probate, because such suppression personam, any more than it could
of the will is contrary to law and public decree the registration under the
policy. The law enjoins the probate of Torrens system of the land involved in
the will and public policy requires it, an ordinary action for reivindicacion or
because unless the will is probated and partition.
notice thereof given to the whole world,
the right of a person to dispose of his We therefore believe and so hold that
property by will may be rendered section 1 of Rule 74, relied upon by the
nugatory, as is attempted to be done in Court of Appeals, does not sanction the
the instant case. Absent legatees and procedure adopted by the Respondent.
devisees, or such of them as may have
no knowledge of the will, could be The case of Leaño v. Leaño (25 Phil.,
cheated of their inheritance thru the 180), cited by the Court of Appeals, like
collusion of some of the heirs who section 1 of Rule 74, sanctions the
might agree to the partition of the estate extrajudicial partition by the heirs of the
among themselves to the exclusion of properties left by a decedent, but not
others. the nonpresentation of a will for
probate. In that case one Paulina Ver
In the instant case there is no showing executed a will on October 11, 1902,
that the various legatees other than the and died on November 1, 1902. Her will
present litigants had received their was presented for probate on
respective legacies or that they had November 10, 1902, and was approved
knowledge of the existence and of the and allowed by the Court on August 16,
provisions of the will. Their right under 1904. In the meantime, and on
the will cannot be disregarded, nor may November 10, 1902, the heirs went
those rights be obliterated on account ahead and divided the properties
of the failure or refusal of the custodian among themselves and some of them
of the will to present it to the court for subsequently sold and disposed of their
probate. shares to third persons. It does not
affirmatively appear in the decision in
Even if the decedent left no debts and that case that the partition made by the
nobody raises any question as to the heirs was not in accordance with the
authenticity and due execution of the will or that they in any way disregarded
will, none of the heirs may sue for the the will. In closing the case by its order
partition of the estate in accordance dated September 1, 1911, the trial court
with that will without first securing its validated the partition, and one of the
allowance or probate by the court, first, heirs, Cunegunda Leaño, appealed. In
because the law expressly provides deciding the appeal this Court said:
that "no will shall pass either real or
personal estate unless it is proved and "The principal assignment of error is
allowed in the proper court" ; and, that the lower court committed an error
second, because the probate of a will, in deciding that the heirs and legatees
which is a proceeding in rem, cannot be of the estate of Dña. Paulina Ver had
dispensed with and substituted by any voluntarily divided the estate among
other proceeding, judicial or themselves."
22

extrajudicial, without offending against


Page

public policy designed to effectuate the


In resolving that question this Court estate and at the same time instituted
said: proceeding for the probate of the will
and the administration of the estate.
"In view of the positive finding of the When the time came for making the
judge of the lower court that there had partition, they submitted to the court the
been a voluntary partition of the estate extrajudicial partition previously made
among the heirs and legatees, and in by them, which the court approved.
the absence of positive proof to the Held: That for the purposes of the
contrary, we must conclude that the reservation and the rights and
lower court had some evidence to obligations created thereby, in
support its conclusion." connection with the relatives benefited,
the property must not be deemed
Thus it will be seen that as a matter of transmitted to the heirs from the time
fact no question of law was raised and the extrajudicial partition was made, but
decided in that case. That decision from the time said partition was
cannot be relied upon as an authority approved by the court." (Syllabus.)
for the unprecedented and unheard of
procedure adopted by the respondent The Court of Appeals also cites section
whereby she seeks to prove her status 6 of Rule 124, which provides that if the
as an acknowledged natural child of the procedure which the court ought to
decedent by his will and attempts to follow in the exercise of its jurisdiction is
nullify and circumvent the testamentary not specifically pointed out by the Rules
dispositions made by him by not of Court, any suitable process or mode
presenting the will to the court for of proceeding may be adopted which
probate and by claiming her legitime as appears most conformable to the spirit
an acknowledged natural child on the of the said Rules. That provision is not
basis of intestacy; and that in the face applicable here for the simple reason
of express mandatory provisions of the that the procedure which the court
law requiring her to present the will to ought to follow in the exercise of its
the court for probate. jurisdiction is specifically pointed out
and prescribed in detail by Rules 74,
In the subsequent case of Riosa v. 76, and 77 of the Rules of Court.
Rocha (1926), 48 Phil. 737, this Court
departed from the procedure The Court of Appeals also said "that if
sanctioned by the trial court and this case is dismissed, ordering the
impliedly approved by this Court in the filing of testate proceedings, it would
Leaño case, by holding that an cause injustice, inconvenience, delay,
extrajudicial partition is not proper in and much expense to the parties." We
testate succession. In the Riosa case see no injustice in requiring the plaintiff
the Court, speaking thru Chief Justice not to violate but to comply with the law.
Avanceña, held: On the contrary, an injustice might be
"1. EXTRAJUDICIAL PARTITION; NOT committed against the other heirs and
PROPER IN TESTATE SUCCESSION. legatees mentioned in the will if the
— Section 596 of the Code of Civil attempt of the plaintiff to nullify said will
Procedure, authorizing the heirs of a by not presenting it to the court for
person who died intestate to make probate should be sanctioned. As to the
extrajudicial partition of the property of inconvenience, delay, and expense, the
the deceased, without going into any plaintiff herself is to blame because she
court of justice, makes express was the custodian of the will and she
reference to intestate succession, and violated the duty imposed upon her by
therefore excludes testate succession. sections 2, 4, and 5 of Rule 76, which
command her to deliver said will to the
"2. ID.; EFFECTS OF; TESTATE court on pain of a fine not exceeding
SUCCESSION. — In the instant case, P2,000 and of imprisonment for
contempt of court. As for the defendant,
23

which is a testate succession, the heirs


made an extrajudicial partition of the he is not complaining of inconvenience,
Page

delay, and expense, but on the contrary


he is insisting that the procedure mentioned; and (b) insofar as it
prescribed by law be followed by the declares that Ernesto M. Guevara
plaintiff. became the owner of the northern half
of the same hacienda by repurchasing
Our conclusion is that the Court of it with his own money from Rafael T.
Appeals erred in declaring the action Puzon.
instituted by the plaintiff to be in
accordance with law. It also erred in A. As to the conveyance of the
awarding relief to the plaintiff in this southern half of the hacienda to
action on the basis of intestacy of the Ernesto M. Guevara in consideration of
decedent notwithstanding the proven the latter’s assumption of the obligation
existence of a will left by him and solely to pay all the debts of the deceased,
because said will has not been the Court of Appeals found it to be valid
probated due to the failure of the and efficacious because:" (a) it has not
plaintiff as custodian thereof to comply been proven that the charges imposed
with the duty imposed upon her by the as a condition is [are] less than the
law. value of the property; and (b) neither
has it been proven that the defendant
It is apparent that the defendant did not comply with the conditions
Ernesto M. Guevara, who was named imposed upon him in the deed of
executor in said will, did not take any transfer." As a matter of fact the Court
step to have it presented to the court for of Appeals found: "It appears that the
probate and did not signify his defendant has been paying the debts
acceptance of the trust or refusal to left by his father. To accomplish this, he
accept it as required by section 3 of had to alienate considerable portions of
Rule 76 (formerly section 627 of the the above-mentioned land. And we
Code of Civil Procedure), because his cannot brand such alienation as
contention is that said will, insofar as anomalous unless it is proven that they
the large parcel of land in litigation is have exceeded the value of what he
concerned, has been superseded by has acquired by virtue of the deed of
the deed of sale exhibit 2 and by the July 12, 1933, and that of his
subsequent issuance of the Torrens corresponding share in the inheritance."
certificate of title in his favor. The finding of the Court of Appeals on
this aspect of the case is final and
II conclusive upon the respondent, who
did not appeal therefrom.
This brings us to the consideration of
the second question, referring to the B. With regard to the northern half of
efficacy of the deed of sale exhibit 2 the hacienda, the findings of fact and of
and the effect of the certificate of title law made by the Court of Appeals are
issued to the defendant Ernesto M. as follows:
Guevara. So that the parties may not "The defendant has tried to prove that
have litigated here in vain insofar as with his own money, he bought from
that question is concerned, we deem it Rafael Puzon one-half of the land in
proper to decide it now and obviate the question, but the Court a quo, after
necessity of a new action. considering the evidence, found it not
proven; we hold that such conclusion is
The deed of sale exhibit 2 executed by well founded. The acknowledgment by
and between Victorino L. Guevara and the deceased, Victorino L. Guevara, of
Ernesto M. Guevara before a notary the said transactions, which was
public on July 12, 1933, may be divided inserted incidentally in the document of
into two parts: (a) insofar as it disposes July 12, 1933, is clearly belied by the
of and conveys to Ernesto M. Guevara fact that the money paid to Rafael
the southern half of Victorino L. Puzon came from Silvestre P. Coquia,
Guevara’s hacienda of 259-odd to whom Victorino L. Guevara had sold
24

hectares in consideration of P1 and a parcel of land with the right of


Page

other valuable considerations therein repurchase. The defendant, acting for


his father, received the money and that after paying all the debts of their
delivered it to Rafael Puzon to redeem father he would deliver to her and to the
the land in question, and instead of widow their corresponding shares.
executing a deed of redemption in favor From these facts, it results that the
of Victorino L. Guevara, the latter interested parties consented to the
executed a deed of sale in favor of the registration of the land in question in
defendant. the name of Ernesto M. Guevara alone
subject to the implied trust on account
"The plaintiff avers that she withdrew of which he is under obligation to
her opposition to the registration of the deliver and convey to them their
land in the name of the defendant, corresponding shares after all the debts
because of the latter’s promise that of the original owner of said land had
after paying all the debts of their father, been paid. Such finding does not
he would deliver to her and to the constitute a reversal of the decision and
widow their corresponding shares. As decree of registration, which merely
their father then was still alive, there confirmed the petitioner’s title; and in
was no reason to require the delivery of the absence of any intervening innocent
her share and that was why she did not third party, the petitioner may be
insist on her opposition, trusting on the compelled to fulfill the promise by virtue
reliability and sincerity of her brother’s of which he acquired his title. That is
promise. The evidence shows that such authorized by section 70 of the Land
promise was really made. The Registration Act, cited by the Court of
registration of land under the Torrens Appeals, and by the decision of this
system does not have the effect of Court in Severino v. Severino, 44 Phil.,
altering the laws of succession, or the 343, and the cases therein cited.
rights of partition between coparceners,
joint tenants, and other cotenants nor Upon this phase of the litigation, we
does it change or affect in any other affirm the finding of the Court of
way any other rights and liabilities Appeals that the northern half of the
created by law and applicable to land described in the will exhibit A and
unregistered land (sec. 70, Land in original certificate of title No. 51691
Registration Law). The plaintiff is not, still belongs to the estate of the
then, in estoppel, nor can the doctrine deceased Victorino L. Guevara. In the
of res judicata be invoked against her event the petitioner Ernesto M.
claim. Under these circumstances, she Guevara has alienated any portion
has the right to compel the defendant to thereof, he is under obligation to
deliver her corresponding share in the compensate the estate with an
estate left by the deceased, Victorino L. equivalent portion from the southern
Guevara." half of said land that has not yet been
sold. In other words, to the estate of
In his tenth to fourteenth assignments Victorino L. Guevara still belongs one
of error the petitioner assails the half of the total area of the land
foregoing findings of the Court of described in said original certificate of
Appeals. But the findings of fact made title, to be taken from such portions as
by said court are final and not have not yet been sold by the
reviewable by us on certiorari. The petitioner, the other half having been
Court of Appeals found that the money lawfully acquired by the latter in
with which the petitioner repurchased consideration of his assuming the
the northern half of the land in question obligation to pay all the debts of the
from Rafael Puzon was not his own but deceased.
his father’s, it being the proceeds of the
sale of a parcel of land made by the Wherefore, that part of the decision of
latter to Silvestre P. Coquia. Said court the Court of Appeals which declares in
also found that the respondent effect that notwithstanding exhibit 2 and
withdrew her opposition to the the issuance of original certificate of
25

registration of the land in the name of title No. 51691 in the name of Ernesto
Page

the petitioner upon the latter’s promise M. Guevara, one half of the land
described in said certificate of title
belongs to the estate of Victorino L.
Guevara and the other half to Ernesto
M. Guevara in consideration of the
latter’s assumption of the obligation to
pay all the debts of the deceased, is
hereby affirmed; but the judgment of
said court insofar as it awards any relief
to the respondent Rosario Guevara in
this action is hereby reversed and set
aside, and the parties herein are hereby
ordered to present the document exhibit
A to the proper court for probate in
accordance with law, without prejudice
to such action as the provincial fiscal of
Pangasinan may take against the
responsible party or parties under
section 4 of Rule 76. After the said
document is approved and allowed by
the court as the last will and testament
of the deceased Victorino L. Guevara,
the heirs and legatees therein named
may take such action, judicial or
extrajudicial, as may be necessary to
partition the estate of the testator,
taking into consideration the
pronouncements made in part II of this
opinion. No finding as to costs in any of
the three instances.

26
Page
ARTICLE 817 void as being in violation or article 10 of
the Civil Code which, among other
things, provides the following:
G.R. No. L-22595 November 1,
1927 Nevertheless, legal and
testamentary successions, in
Testate Estate of Joseph G. Brimo, respect to the order of
JUAN MICIANO, succession as well as to the
administrator, petitioner-appellee, amount of the successional rights
vs. and the intrinsic validity of their
ANDRE BRIMO, opponent-appellant. provisions, shall be regulated by
the national law of the person
Ross, Lawrence and Selph for whose succession is in question,
appellant. whatever may be the nature of
Camus and Delgado for appellee. the property or the country in
which it may be situated.

But the fact is that the oppositor did not


prove that said testimentary
ROMUALDEZ, J.: dispositions are not in accordance with
the Turkish laws, inasmuch as he did
The partition of the estate left by the not present any evidence showing what
deceased Joseph G. Brimo is in the Turkish laws are on the matter, and
question in this case. in the absence of evidence on such
laws, they are presumed to be the
The judicial administrator of this estate same as those of the Philippines. (Lim
filed a scheme of partition. Andre and Lim vs. Collector of Customs, 36
Brimo, one of the brothers of the Phil., 472.)
deceased, opposed it. The court,
however, approved it. It has not been proved in these
proceedings what the Turkish laws are.
The errors which the oppositor- He, himself, acknowledges it when he
appellant assigns are: desires to be given an opportunity to
present evidence on this point; so much
(1) The approval of said scheme of so that he assigns as an error of the
partition; (2) denial of his participation in court in not having deferred the
the inheritance; (3) the denial of the approval of the scheme of partition until
motion for reconsideration of the order the receipt of certain testimony
approving the partition; (4) the approval requested regarding the Turkish laws
of the purchase made by the Pietro on the matter.
Lana of the deceased's business and
the deed of transfer of said business; The refusal to give the oppositor
and (5) the declaration that the Turkish another opportunity to prove such laws
laws are impertinent to this cause, and does not constitute an error. It is
the failure not to postpone the approval discretionary with the trial court, and,
of the scheme of partition and the taking into consideration that the
delivery of the deceased's business to oppositor was granted ample
Pietro Lanza until the receipt of the opportunity to introduce competent
depositions requested in reference to evidence, we find no abuse of
the Turkish laws. discretion on the part of the court in this
particular. There is, therefore, no
The appellant's opposition is based on evidence in the record that the national
the fact that the partition in question law of the testator Joseph G. Brimo was
puts into effect the provisions of Joseph violated in the testamentary
G. Brimo's will which are not in dispositions in question which, not
27

accordance with the laws of his Turkish being contrary to our laws in force,
nationality, for which reason they are
Page
must be complied with and The fact is, however, that the said
executed. lawphil.net condition is void, being contrary to law,
for article 792 of the civil Code provides
Therefore, the approval of the scheme the following:
of partition in this respect was not
erroneous. Impossible conditions and those
contrary to law or good morals
In regard to the first assignment of error shall be considered as not
which deals with the exclusion of the imposed and shall not prejudice
herein appellant as a legatee, inasmuch the heir or legatee in any manner
as he is one of the persons designated whatsoever, even should the
as such in will, it must be taken into testator otherwise provide.
consideration that such exclusion is
based on the last part of the second And said condition is contrary to law
clause of the will, which says: because it expressly ignores the
testator's national law when, according
Second. I like desire to state that to article 10 of the civil Code above
although by law, I am a Turkish quoted, such national law of the testator
citizen, this citizenship having is the one to govern his testamentary
been conferred upon me by dispositions.
conquest and not by free choice,
nor by nationality and, on the Said condition then, in the light of the
other hand, having resided for a legal provisions above cited, is
considerable length of time in the considered unwritten, and the institution
Philippine Islands where I of legatees in said will is unconditional
succeeded in acquiring all of the and consequently valid and effective
property that I now possess, it is even as to the herein oppositor.
my wish that the distribution of
my property and everything in It results from all this that the second
connection with this, my will, be clause of the will regarding the law
made and disposed of in which shall govern it, and to the
accordance with the laws in force condition imposed upon the legatees, is
in the Philippine islands, null and void, being contrary to law.
requesting all of my relatives to
respect this wish, otherwise, I All of the remaining clauses of said will
annul and cancel beforehand with all their dispositions and requests
whatever disposition found in this are perfectly valid and effective it not
will favorable to the person or appearing that said clauses are
persons who fail to comply with contrary to the testator's national law.
this request.
Therefore, the orders appealed from
The institution of legatees in this will is are modified and it is directed that the
conditional, and the condition is that the distribution of this estate be made in
instituted legatees must respect the such a manner as to include the herein
testator's will to distribute his property, appellant Andre Brimo as one of the
not in accordance with the laws of his legatees, and the scheme of partition
nationality, but in accordance with the submitted by the judicial administrator
laws of the Philippines. is approved in all other respects,
without any pronouncement as to costs.
If this condition as it is expressed were
legal and valid, any legatee who fails to So ordered.
comply with it, as the herein oppositor
who, by his attitude in these
proceedings has not respected the will
of the testator, as expressed, is
28

prevented from receiving his legacy.


Page
G.R. Nos. L-3087 and L-3088 of said will after the filing of the petition
July 31, 1954 and before the hearing thereof and of
the insufficiency of the evidence to
In re: Testate Estate of the deceased establish the loss of the said will. An
JOSE B. SUNTAY. SILVINO appeal was taken from said order
SUNTAY, petitioner-appellant, denying the probate of the will and this
vs. Court held the evidence before the
In re: Intestate Estate of the probate court sufficient to prove the
deceased JOSE B. SUNTAY, loss of the will and remanded the case
FEDERICO C. SUNTAY, administrator- to the Court of First Instance of Bulacan
appellee. for the further proceedings (63 Phil.,
793). In spite of the fact that a
Claro M. Recto for appellant. commission from the probate court was
Sison and Aruego for appellee. issued on 24 April 1937 for the taking of
the deposition of Go Toh, an attesting
PADILLA, J.: witness to the will, on 7 February 1938
the probate court denied a motion for
This is an appeal from a decree of the continuance of the hearing sent by
Court of First Instance of Bulacan cablegram from China by the surviving
disallowing the alleged will and widow and dismissed the petition. In the
testament executed in Manila on meantime the Pacific War supervened.
November 1929, and the alleged last After liberation, claiming that he had
will and testament executed in found among the files, records and
Kulangsu, Amoy, China, on 4 January documents of his late father a will and
1931, by Jose B. Suntay. The value of testament in Chinese characters
the estate left by the deceased is more executed and signed by the deceased
than P50,000. on 4 January 1931 and that the same
was filed, recorded and probated in the
On 14 May 1934 Jose B. Suntay, a Amoy district court, Province of
Filipino citizen and resident of the Fookien, China, Silvino Suntay filed a
Philippines, died in the city of Amoy, petition in the intestate proceedings
Fookien province, Republic of China, praying for the probate of the will
leaving real and personal properties in executed in the Philippines on
the Philippines and a house in Amoy, November 1929 (Exhibit B) or of the will
Fookien province, China, and children executed in Amoy, Fookien, China, on
by the first marriage had with the late 4 January 1931 (Exhibit N).
Manuela T. Cruz namely, Apolonio,
Concepcion, Angel, Manuel, Federico, There is no merit in the contention that
Ana, Aurora, Emiliano, and Jose, Jr. the petitioner Silvino Suntay and his
and a child named Silvino by the mother Maria Natividad Lim Billian are
second marriage had with Maria estopped from asking for the probate of
Natividad Lim Billian who survived him. the lost will or of the foreign will
Intestate proceedings were instituted in because of the transfer or assignment
the Court of First Instance of Bulacan of their share right, title and interest in
(special proceedings No. 4892) and the estate of the late Jose B. Suntay to
after hearing letters of administration Jose G. Gutierrez and the spouses
were issued to Apolonio Suntay. After Ricardo Gutierrez and Victoria Goño
the latter's death Federico C. Suntay and the subsequent assignment thereof
was appointed administrator of the by the assignees to Francisco Pascual
estate. On 15 October 1934 the and by the latter to Federico C. Suntay,
surviving widow filed a petition in the for the validity and legality of such
Court of First Instance of Bulacan for assignments cannot be threshed out in
the probate of a last will and testament this proceedings which is concerned
claimed to have been executed and only with the probate of the will and
signed in the Philippines on November testament executed in the Philippines
29

1929 by the late Jose B. Suntay. This on November 1929 or of the foreign will
Page

petition was denied because of the loss allegedly executed in Amoy on 4


January 1931 and claimed to have 63rd interrogatories, Exhibit D-1), but
been probated in the municipal district did not take part in the drafting thereof
court of Amoy, Fookien province, (answer to the 11th interrogatory, Id.);
Republic of China. that he knew the contents of the will
written in Spanish although he knew
As to prescription, the dismissal of the very little of that language (answers to
petition for probate of the will on 7 the 22nd and 23rd interrogatories and
February 1938 was no bar to the filing to X-2 cross-interrogatory, Id.) and all
of this petition on 18 June 1947, or he knows about the contends of the lost
before the expiration of ten years. will was revealed to him by Jose B.
Suntay at the time it was executed
As to the lost will, section 6, Rule 77, (answers to the 25th interrogatory and
provides: to X-4 and X-8 cross-
interrogatories, Id.); that Jose B. Suntay
No will shall be proved as a lost told him that the contents thereof are
or destroyed will unless the the same as those of the draft (Exhibit
execution and validity of the B) (answers to the 33rd interrogatory
same be established, and the will and to X-8 cross-interrogatory, Id.)
is proved to have been in which he saw in the office of Alberto
existence at the time of the death Barretto in November 1929 when the
of the testator, or is shown to will was signed (answers to the 69th,
have been fraudulently or 72nd, and 74th interrogatories, Id); that
accidentally destroyed in the Alberto Barretto handed the draft and
lifetime of the testator without his said to Jose B. Suntay: "You had better
knowledge, nor unless its see if you want any correction"
provisions are clearly and (answers to the 81st, 82nd and 83rd
distinctly proved by at least two interrogatories, Id.); that "after checking
credible witnesses. When a lost Jose B. Suntay put the "Exhibit B" in his
will is proved, the provisions pocket and had the original signed and
thereof must be distinctly stated executed" (answers to the 91st
and certified by the judge, under interrogatory, and to X-18 cross-
the seal of the court, and the interrogatory, Id.); that Mrs. Suntay had
certificate must be filed and the draft of the will (Exhibit B) translated
recorded as other wills are filed into Chinese and he read the
and recorded. translation (answers to the 67th
interrogatory, Id.); that he did not read
The witnesses who testified to the the will and did not compare it (check it
provisions of the lost will are Go Toh, up) with the draft (Exhibit B) (answers
an attesting witness, Anastacio to X-6 and X-20 cross-
Teodoro and Ana Suntay. Manuel interrogatories, Id.).
Lopez, who was an attesting witness to
the lost will, was dead at the time of the Ana Suntay testifies that sometime in
hearing of this alternative petition. In his September 1934 in the house of her
deposition Go Toh testifies that he was brother Apolonio Suntay she learned
one of the witnesses to the lost will that her father left a will "because of the
consisting of twenty-three sheets arrival of my brother Manuel Suntay,
signed by Jose B. Suntay at the bottom who was bringing along with him certain
of the will and each and every page document and he told us or he was
thereof in the presence of Alberto telling us that it was the will of our
Barretto, Manuel Lopez and himself father Jose B. Suntay which was taken
and underneath the testator's signature from Go Toh. ..." (p. 524, t. s. n.,
the attesting witnesses signed and hearing of 24 February 1948); that she
each of them signed the attestation saw her brother Apolonio Suntay read
clause and each and every page of the the document in her presence and of
will in the presence of the testator and Manuel and learned of the adjudication
30

of the other witnesses (answers to the made in the will by her father of his
Page

31st, 41st, 42nd, 49th, 50th, 55th and estate, to wit: one-third to his children,
one-third to Silvino and his mother and Alberto Barretto (p. 546, t. s. n., Id.).
the other third to Silvino, Apolonio, But her testimony on cross-examination
Concepcion and Jose, Jr. (pp. 526-8, that she read the part of the will on
530-1, 542, t. s. n. Id.); that "after adjudication is inconsistent with her
Apolonio read that portion, then he testimony in chief that after Apolonio
turned over the document to Manuel, had read that part of the will he turned
and he went away," (p. 528, t. s. n., Id.). over or handed the document to
On cross-examination, she testifies that Manuel who went away (p. 528, t. s.
she read the part of the will on n., Id.).
adjudication to know what was the
share of each heir (pp. 530, 544, t. s. If it is true that Go Toh saw the draft
n., Id.) and on redirect she testifies that Exhibit B in the office of Alberto
she saw the signature of her father, Go Barretto in November 1929 when the
Toh, Manuel Lopez and Alberto will was signed, then the part of his
Barretto (p. 546, t. s. n., Id.). testimony that Alberto Barretto handed
the draft to Jose B. Suntay to whom he
Anastacio Teodoro testifies that one said: "You had better see if you want
day in November 1934 (p. 273, t. s. n., any correction" and that "after checking
hearing of 19 January 1948), before the Jose B. Suntay put the "Exhibit B" in his
last postponement of the hearing pocket and had the original signed and
granted by the Court, Go Toh arrived at executed" cannot be true, for it was not
his law office in the De los Reyes the time for correcting the draft of the
Building and left an envelope wrapped will, because it must have been
in red handkerchief [Exhibit C] (p. 32, t. corrected before and all corrections and
s. n., hearing of 13 October 1947); that additions written in lead pencil must
he checked up the signatures on the have been inserted and copied in the
envelope Exhibit A with those on the final draft of the will which was signed
will placed in the envelope (p. 33, t. s. on that occasion. The bringing in for the
n., Id.); that the will was exactly the draft (Exhibit B) on that occasion is just
same as the draft Exhibit B (pp. 32, 47, to fit it within the framework of the
50, t. s. n., Id.). appellant's theory. At any rate, all of Go
Toh's testimony by deposition on the
If the will was snatched after the provisions of the alleged lost will is
delivery thereof by Go Toh to Anastacio hearsay, because he came to know or
Teodoro And returned by the latter to he learned to them from information
the former because they could not given him by Jose B. Suntay and from
agree on the amount of fees, the former reading the translation of the draft
coming to the latter's office straight from (Exhibit B) into Chinese.
the boat (p. 315, t. s. n., hearing of 19
January 1948) that brought him to the Much stress is laid upon the testimony
Philippines from Amoy, and that of Federico C. Suntay who testifies that
delivery took place in November 1934 he read the supposed will or the alleged
(p. 273, t. s. n., Id.), then the testimony will of his father and that the share of
of Ana Suntay that she saw and heard the surviving widow, according to the
her brother Apolonio Suntay read the will, is two-thirds of the estate (p. 229, t.
will sometime in September 1934 (p. s. n., hearing of 24 October 1947). But
524, t. s. n., hearing of 24 February this witness testified to oppose the
1948), must not be true. appointment of a co-administrator of the
estate, for the reason that he had
Although Ana Suntay would be a good acquired the interest of the surviving
witness because she was testifying widow not only in the estate of her
against her own interest, still the fact deceased husband but also in the
remains that she did not read the whole conjugal property (pp. 148, 205, 228,
will but only the adjudication (pp. 526-8, 229, 231, t. s. n., Id.) Whether he read
530-1, 542, t. s. n., Id.) and saw only the original will or just the copy thereof
31

the signature, of her father and of the (Exhibit B) is not clear. For him the
Page

witnesses Go Toh, Manuel Lopez and important point was that he had
acquired all the share, participation and n., Id.); that the handwritten insertions
interest of the surviving widow and of or additions in lead pencil to Exhibit B
the only child by the second marriage in are not his (pp. 415-7 435-6, 457, t. s.
the estate of his deceased father. Be n., Id.); that the final draft of the first will
that as it may, his testimony that under made up of four or five pages (p. 400, t.
the will the surviving widow would take s. n., Id.) was signed and executed, two
two-thirds of the estate of the late Jose or three months after Suntay and Lopez
B. Suntay is at variance with Exhibit B had called on him (pp. 397-8, 403, 449,
and the testimony of Anastacio t. s. n., Id.) in his office at the Cebu
Teodoro. According to the latter, the Portland Cement in the China Banking
third for strict legitime is for the ten Building on Dasmariñas street by Jose
children; the third for betterment is for B. Suntay, Manuel Lopez and a
Silvino, Apolonio, Concepcion and Jose Chinaman who had all come from
Jr.; and the third for free disposal is for Hagonoy (p. 398, t. s. n., Id.); that on
the surviving widow and her child that occasion they brought an envelope
Silvino. (Exhibit A) where the following words
were written: "Testamento de Jose B.
Hence, granting that there was a will Suntay" (pp. 399, 404, t. s. n., Id.); that
duly executed by Jose B. Suntay after the signing of the will it was placed
placed in the envelope (Exhibit A) and inside the envelope (Exhibit A) together
that it was in existence at the time of, with an inventory of the properties of
and not revoked before, his death, still Jose B. Suntay and the envelope was
the testimony of Anastacio Teodoro sealed by the signatures of the testator
alone falls short of the legal and the attesting witnesses (pp. 398,
requirement that the provisions of the 401, 441, 443, 461, t. s. n., Id.); that he
lost will must be "clearly and distinctly again saw the envelope (Exhibit A) in
proved by at least two credible his house one Saturday in the later part
witnesses." Credible witnesses mean of August 1934, brought by Go Toh and
competent witnesses and those who it was then in perfect condition (pp.
testify to facts from or upon hearsay are 405-6, 411, 440-2, t. s. n., Id.); that on
neither competent nor credible the following Monday Go Toh went to
witnesses. his law office bringing along with him
the envelope (Exhibit A) in the same
On the other hand, Alberto Barretto condition; that he told Go Toh that he
testifies that in the early part of 1929 he would charge P25,000 as fee for
prepared or drew up two mills for Jose probating the will (pp. 406, 440-2, Id.);
B. Suntay at the latter's request, the that Go Toh did not leave the envelope
rough draft of the first will was in his (Exhibit A) either in his house or in his
own handwriting, given to Manuel law office (p. 407, t. s. n., Id.); that Go
Lopez for the final draft or typing and Toh said he wanted to keep it and on
returned to him; that after checking up no occasion did Go Toh leave it to him
the final with the rough draft he tore it (pp. 409, 410, t. s. n., Id.).
and returned the final draft to Manuel
Lopez; that this draft was in favor of all The testimony of Go Toh taken and
the children and the widow (pp. 392-4, heard by Assistant Fiscal F. B. Albert in
449, t. s. n., hearing of 21 February connection with the complaint for estafa
1948); that two months later Jose B. filed against Manuel Suntay for the
Suntay and Manuel Lopez called on alleged snatching of the envelope
him and the former asked him to draw (Exhibit A), corroborates the testimony
up another will favoring more his wife of Alberto Barretto to the effect that only
and child Silvino; that he had the rough one will was signed by Jose B. Suntay
draft of the second will typed (pp. 395, at his office in which he (Alberto
449 t. s. n., Id.) and gave it to Manuel Barretto), Manuel Lopez and Go Toh
Lopez (p. 396, t. s. n., Id.); that he did took part as attesting witnesses (p. 15,
not sign as witness the second will of t. s. n., Exhibit 6). Go Toh testified
32

Jose B. Suntay copied from the before the same assistant fiscal that he
Page

typewritten draft [Exhibit B] (p. 420, t. s. did not leave the will in the hands of
Anastacio Teodoro (p. 26, t. s. n., be established by competent evidence.
Exhibit 6). He said, quoting his own There is no proof on these points. The
words, "Because I can not give him this unverified answers to the questions
envelope even though the contract (on propounded by counsel for the
fees) was signed. I have to bring that appellant to the Consul General of the
document to court or to anywhere else Republic of China set forth in Exhibits
myself." (p. 27, t. s. n., Exhibit 6). R-1 and R-2, objected to by counsel for
the appellee, are inadmissible, because
As to the will claimed to have been apart from the fact that the office of
executed on 4 January 1931 in Amoy, Consul General does not qualify and
China, the law on the point in Rule 78. make the person who holds it an expert
Section 1 of the rule provides: on the Chinese law on procedure in
probate matters, if the same be
Wills proved and allowed in a admitted, the adverse party would be
foreign country, according to the deprived of his right to confront and
laws of such country, may be cross-examine the witness. Consuls are
allowed, filed, and recorded by appointed to attend to trade matters.
the proper Court of First Instance Moreover, it appears that all the
in the Philippines. proceedings had in the municipal
district court of Amoy were for the
Section 2 provides: purpose of taking the testimony of two
attesting witnesses to the will and that
When a copy of such will and the the order of the municipal district court
allowance thereof, duly of Amoy does not purport to probate the
authenticated, is filed with a will. In the absence of proof that the
petition for allowance in the municipal district court of Amoy is a
Philippines, by the executor or probate court and on the Chinese law
other person interested, in the of procedure in probate matters, it may
court having jurisdiction, such be presumed that the proceedings in
court shall fix a time and place for the matter of probating or allowing a will
the hearing, and cause notice in the Chinese courts are the a
thereof to be given as in case of deposition or to a perpetuation of
an original will presented for testimony, and even if it were so it does
allowance. not measure same as those provided
for in our laws on the subject. It is a
Section 3 provides: proceedings in rem and for the validity
of such proceedings personal notice or
If it appears at the hearing that by publication or both to all interested
the will should be allowed in the parties must be made. The interested
Philippines, the court shall so parties in the case were known to
allow it, and a certificate of its reside in the Philippines. The evidence
allowance, signed by the Judge, shows that no such notice was received
and attested by the seal of the by the interested parties residing in the
courts, to which shall be attached Philippines (pp. 474, 476, 481, 503-4, t.
a copy of the will, shall be filed s. n., hearing of 24 February 1948). The
and recorded by the clerk, and proceedings had in the municipal
the will shall have the same effect district court of Amoy, China, may be
as if originally proved and likened toe or come up to the standard
allowed in such court. of such proceedings in the Philippines
for lack of notice to all interested parties
The fact that the municipal district court
and the proceedings were held at the
of Amoy, China, is a probate court must
back of such interested parties.
be proved. The law of China on
procedure in the probate or allowance The order of the municipal district court
of wills must also be proved. The legal of Amoy, China, which reads as follows:
33

requirements for the execution of a


Page

valid will in China in 1931 should also ORDER:


SEE BELOW

The above minutes were


satisfactorily confirmed by the
interrogated parties, who declare
that there are no errors, after said
minutes were loudly read and
announced actually in the court.

Done and subscribed on the


Nineteenth day of the English
month of the 35th year of the
Republic of China in the Civil
Section of the Municipal District
Court of Amoy, China.

HUANG KUANG CHENG


Clerk of Court
CHIANG TENG HWA
Judge

(Exhibit N-13, p. 89 Folder of


Exhibits.).

does not purport to probate or allow the


will which was the subject of the
proceedings. In view thereof, the will
and the alleged probate thereof cannot
be said to have been done in
accordance with the accepted basic
and fundamental concepts and
principles followed in the probate and
allowance of wills. Consequently, the
authenticated transcript of proceedings
held in the municipal district court of
Amoy, China, cannot be deemed and
accepted as proceedings leading to the
probate or allowance of a will and,
therefore, the will referred to therein
cannot be allowed, filed and recorded
by a competent court of this country.

The decree appealed from is affirmed,


without pronouncement as to costs.
34
Page
IN RE: IN THE MATTER OF THE G.R. her estate.[1] On October 15, 2003,
No. 169144
PETITION TO APPROVE THE WILL however, petitioners Manuel Miguel
OF RUPERTA PALAGANAS WITH Palaganas (Manuel) and Benjamin
PRAYER FOR THE APPOINTMENT Gregorio Palaganas (Benjamin),
OF SPECIAL ADMINISTRATOR, nephews of Ruperta, opposed the
MANUEL MIGUEL PALAGANAS and petition on the ground that Rupertas will
BENJAMIN GREGORIO should not be probated in
PALAGANAS, the Philippines but in the U.S.where
Petitioners,
she executed it. Manuel and Benjamin
- versus -
ERNESTO PALAGANAS, added that, assuming Rupertas will
Respondent. could be probated in the Philippines, it
is invalid nonetheless for having been
Promulgated:
executed under duress and without the
January 26, 2011 testators full understanding of the
x -------------------------------------------------- consequences of such act. Ernesto,
------------------------------------- x they claimed, is also not qualified to act
DECISION as administrator of the estate.

ABAD, J.: Meantime, since Rupertas foreign-


based siblings, Gloria Villaluz and
This case is about the probate before Sergio, were on separate occasions in
Philippine court of a will executed the Philippines for a short visit,
abroad by a foreigner although it has respondent Ernesto filed a motion with
not been probated in its place of the RTC for leave to take their
execution. deposition, which it granted. On April,
13, 2004 the RTC directed the parties
The Facts and the Case
to submit their memorandum on the
On November 8, 2001 Ruperta C. issue of whether or not
Palaganas (Ruperta), a Filipino who Rupertas U.S. will may be probated in
became a naturalized United States and allowed by a court in
(U.S.) citizen, died single and the Philippines.
childless. In the last will and testament
she executed in California, she On June 17, 2004 the RTC issued an
designated her brother, Sergio C. order:[2] (a) admitting to probate
Palaganas (Sergio), as the executor of Rupertas last will; (b) appointing
her will for she had left properties in respondent Ernesto as special
the Philippines and in the U.S. administrator at the request of Sergio,
the U.S.-based executor designated in
On May 19, 2003 respondent Ernesto the will; and (c) issuing the Letters of
C. Palaganas (Ernesto), Special Administration to Ernesto.
another brother of Ruperta, filed with
the Regional Trial Court (RTC) of Aggrieved by the RTCs order, petitioner
Malolos, Bulacan, a petition for the nephews Manuel and Benjamin
35

probate of Rupertas will and for his appealed to the Court of Appeals
Page

appointment as special administrator of


(CA),[3] arguing that an unprobated will that local courts can only allow probate
executed by an American citizen in of such wills if the proponent proves
the U.S. cannot be probated for the first that: (a) the testator has been admitted
time in the Philippines. for probate in such foreign country, (b)
the will has been admitted to probate
On July 29, 2005 the CA rendered a there under its laws, (c) the probate
decision,[4] affirming the assailed order court has jurisdiction over the
of the RTC,[5] holding that the RTC proceedings, (d) the law on probate
properly allowed the probate of the will, procedure in that foreign country and
subject to respondent Ernestos proof of compliance with the same, and
submission of the authenticated copies (e) the legal requirements for the valid
of the documents specified in the order execution of a will.
and his posting of required bond. The
CA pointed out that Section 2, Rule 76 But our laws do not prohibit the probate
of the Rules of Court does not require of wills executed by foreigners abroad
prior probate and allowance of the will although the same have not as yet
in the country of its execution, before it been probated and allowed in the
can be probated in the Philippines. The countries of their execution. A foreign
present case, said the CA, is different will can be given legal effects in our
from reprobate, which refers to a will jurisdiction. Article 816 of the Civil Code
already probated and allowed states that the will of an alien who is
abroad. Reprobate is governed by abroad produces effect in
different rules or the Philippines if made in accordance
procedures. Unsatisfied with the with the formalities prescribed by the
decision, Manuel and Benjamin came law of the place where he resides, or
to this Court. according to the formalities observed in
his country.[6]
The Issue Presented
The key issue presented in this case is In this connection, Section 1, Rule 73 of
whether or not a will executed by a the 1997 Rules of Civil Procedure
foreigner abroad may be probated in provides that if the decedent is an
the Philippines although it has not been inhabitant of a foreign country, the RTC
previously probated and allowed in the of the province where he has an estate
country where it was executed. may take cognizance of the settlement
of such estate. Sections 1 and 2 of Rule
The Courts Ruling 76 further state that the executor,
devisee, or legatee named in the will, or
Petitioners Manuel and Benjamin any other person interested in the
maintain that wills executed by estate, may, at any time after the death
foreigners abroad must first be of the testator, petition the court having
probated and allowed in the country of jurisdiction to have the will allowed,
its execution before it can be probated whether the same be in his possession
here. This, they claim, ensures prior or not, or is lost or destroyed.
36

compliance with the legal formalities of


Page

the country of its execution. They insist


Our rules require merely that the
petition for the allowance of a will must Besides, petitioners stand is fraught
show, so far as known to the petitioner: with impractically. If the instituted heirs
(a) the jurisdictional facts; (b) the do not have the means to go abroad for
names, ages, and residences of the the probate of the will, it is as good as
heirs, legatees, and devisees of the depriving them outright of their
testator or decedent; (c) the probable inheritance, since our law requires that
value and character of the property of no will shall pass either real or personal
the estate; (d) the name of the person property unless the will has been
for whom letters are prayed; and (e) if proved and allowed by the proper
the will has not been delivered to the court.[8]
court, the name of the person having
custody of it. Jurisdictional facts refer to Notably, the assailed RTC order of
the fact of death of the decedent, his June 17, 2004 is nothing more than an
residence at the time of his death in the initial ruling that the court can take
province where the probate court is cognizance of the petition for probate of
sitting, or if he is an inhabitant of a Rupertas will and that, in the meantime,
foreign country, the estate he left in it was designating Ernesto as special
such province.[7] The rules do not administrator of the estate. The parties
require proof that the foreign will has have yet to present evidence of the due
already been allowed and probated in execution of the will, i.e. the testators
the country of its execution. state of mind at the time of the
execution and compliance with the
In insisting that Rupertas will should formalities required of wills by the laws
have been first probated and allowed of California. This explains the trial
by the court of California, petitioners courts directive for Ernesto to submit
Manuel and Benjamin obviously have in the duly authenticated copy of Rupertas
mind the procedure for will and the certified copies of the Laws
the reprobate of will before admitting it of Succession and Probate of Will of
here. But, reprobate or re- California.
authentication of a will already probated
and allowed in a foreign country is WHEREFORE, the Court DENIES the
different from that probate where the petition and AFFIRMS the Court of
will is presented for the first time before Appeals decision in CA-G.R. CV 83564
a competent court. Reprobate is dated July 29, 2005.
specifically governed by Rule 77 of the
Rules of Court. Contrary to petitioners SO ORDERED.
stance, since this latter rule applies only
to reprobate of a will, it cannot be made
to apply to the present case. In
reprobate, the local court acknowledges
as binding the findings of the foreign
probate court provided its jurisdiction
37

over the matter can be established.


Page
ARTICLE 818 aforesaid will was submitted to
probate by said Gervasia and
G.R. No. L-20234 December 23, Manuela before the Court of First
1964 Instance of Cebu which, after due
publication as required by law
PAULA DE LA CERNA, ET and there being no opposition,
AL., petitioners, heard the evidence, and, by
vs. Order of October 31, 1939; in
MANUELA REBACA POTOT, ET AL., Special Proceedings No. 499,
and THE HONORABLE COURT OF "declara legalizado el documento
APPEALS, respondents. Exhibit A como el testamento y
ultima voluntad del finado
Philip M. Alo and Crispin M. Menchavez Bernabe de la Serna con derecho
for petitioners. por parte du su viuda superstite
Nicolas Jumapao for respondents. Gervasia Rebaca y otra testadora
al propio tiempo segun el Exhibit
REYES, J.B.L., J.: A de gozar de los frutos de los
terranos descritos en dicho
Appeal by Paula de la Cerna and documents; y habido
others from a decision of the Court of consideracion de la cuantia de
Appeals, Sixth Division (C.A.-G.R. No. dichos bienes, se decreta la
23763-R) reversing that of the Court of distribucion sumaria de los
First Instance of Cebu (Civ. Case No. mismos en favor de la logataria
R-3819) and ordering the dismissal of universal Manuela Rebaca de
an action for partition. Potot previa prestacion por parte
de la misma de una fianza en la
The factual background appears in the sum de P500.00 para responder
following portion of the decision of the de cualesquiera reclamaciones
Court of Appeals (Petition, Annex A, pp. que se presentare contra los
2-4): bienes del finado Bernabe de la
Serna de los años desde esta
It appears that on May 9, 1939,
fecha" (Act Esp. 499,
the spouses, Bernabe de la
Testamentaria Finado Bernabe
Serna and Gervasia Rebaca,
de la Serna) Upon the death of
executed a joint last will and
Gervasia Rebaca on October 14,
testament in the local dialect
1952, another petition for the
whereby they willed that "our two
probate of the same will insofar
parcels of land acquired during
as Gervasia was concerned was
our marriage together with all
filed on November 6, 1952, being
improvements thereon shall be
Special Proceedings No. 1016-R
given to Manuela Rebaca, our
of the same Court of First
niece, whom we have nurtured
Instance of Cebu, but for failure
since childhood, because God
of the petitioner, Manuela R.
did not give us any child in our
Potot and her attorney, Manuel
union, Manuela Rebaca being
Potot to appear, for the hearing of
married to Nicolas Potot", and
said petition, the case was
that "while each of the testators is
dismissed on March 30, 1954
yet living, he or she will continue
Spec. Proc. No. 1016-R, In the
to enjoy the fruits of the two lands
matter of the Probate of the Will
aforementioned", the said two
of Gervasia Rebaca).
parcels of land being covered by
Tax No. 4676 and Tax No. 6677, The Court of First Instance ordered the
both situated in sitio Bucao, petition heard and declared the
barrio Lugo, municipality of testament null and void, for being
Borbon, province of Cebu. executed contrary to the prohibition of
38

Bernabe dela Serna died on joint wills in the Civil Code (Art. 669,
Page

August 30, 1939, and the Civil Code of 1889 and Art. 818, Civil
Code of the Philippines); but on appeal on a petition for the probate of a will is
by the testamentary heir, the Court of binding upon the whole world (Manalo
Appeals reversed, on the ground that vs. Paredes, 47 Phil. 938; In re Estates
the decree of probate in 1939 was of Johnson, 39 Phil. 156); and public
issued by a court of probate jurisdiction policy and sound practice demand that
and conclusive on the due execution of at the risk of occasional errors
the testament. Further, the Court of judgment of courts should become final
Appeals declared that: at some definite date fixed by
law. Interest rei publicae ut finis set
... . It is true the law (Art. 669, old litium (Dy Cay vs. Crossfield, 38 Phil,
Civil Code; Art. 818, new Civil 521, and other cases cited in 2 Moran,
Code). prohibits the making of a Comments on the Rules of Court (1963
will jointly by two or more persons Ed., p. 322).
either for their reciprocal benefit
or for the benefit of a third Petitioners, as heirs and successors of
person. However, this form of will the late Bernabe de la Cerna, are
has long been sanctioned by use, concluded by the 1939 decree
and the same has continued to admitting his will to probate. The
be used; and when, as in the contention that being void the will
present case, one such joint last cannot be validated, overlooks that the
will and testament has been ultimate decision on Whether an act is
admitted to probate by final order valid or void rests with the courts, and
of a Court of competent here they have spoken with finality
jurisdiction, there seems to be no when the will was probated in 1939. On
alternative except to give effect to this court, the dismissal of their action
the provisions thereof that are not for partition was correct.
contrary to law, as was done in
the case of Macrohon vs. But the Court of Appeals should have
Saavedra, 51 Phil. 267, wherein taken into account also, to avoid future
our Supreme Court gave effect to misunderstanding, that the probate
the provisions of the joint will decree in 1989 could only affect the
therein mentioned, saying, share of the deceased husband,
"assuming that the joint will in Bernabe de la Cerna. It could not
question is valid." include the disposition of the share of
the wife, Gervasia Rebaca, who was
Whence this appeal by the heirs then still alive, and over whose interest
intestate of the deceased husband, in the conjugal properties the probate
Bernabe de la Cerna. court acquired no jurisdiction, precisely
because her estate could not then be in
The appealed decision correctly held issue. Be it remembered that prior to
that the final decree of probate, entered the new Civil Code, a will could not be
in 1939 by the Court of First Instance of probated during the testator's lifetime.
Cebu (when the testator, Bernabe de la
Cerna, died), has conclusive effect as It follows that the validity of the joint will,
to his last will and testament despite the in so far as the estate of the wife was
fact that even then the Civil Code concerned, must be, on her death,
already decreed the invalidity of joint reexamined and adjudicated de novo,
wills, whether in favor of the joint since a joint will is considered a
testators, reciprocally, or in favor of a separate will of each testator. Thus
third party (Art. 669, old Civil Code). regarded, the holding of the court of
The error thus committed by the First Instance of Cebu that the joint will
probate court was an error of law, that is one prohibited by law was correct as
should have been corrected by appeal, to the participation of the deceased
but which did not affect the jurisdiction Gervasia Rebaca in the properties in
of the probate court, nor the conclusive question, for the reasons extensively
39

effect of its final decision, however discussed in our decision in Bilbao vs.
Page

erroneous. A final judgment rendered Bilbao, 87 Phil. 144, that explained the
previous holding in Macrohon vs.
Saavedra, 51 Phil. 267.

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).

WITH THE FOREGOING


MODIFICATION, the judgment of the
Court of Appeals in CA-G.R. No.
23763-R is affirmed. No Costs.

40
Page
ARTICLE 821. Of the three instrumental witnesses
thereto, namely Deogracias T.
G.R. No. L-32213 November 26, 1973 Jamaloas Jr., Dr. Francisco Pañares
and Atty. Angel H. Teves, Jr., one of
AGAPITA N. CRUZ, petitioner, them, the last named, is at the same
vs. time the Notary Public before whom the
HON. JUDGE GUILLERMO P. will was supposed to have been
VILLASOR, Presiding Judge of acknowledged. Reduced to simpler
Branch I, Court of First Instance of terms, the question was attested and
Cebu, and MANUEL B. subscribed by at least three credible
LUGAY, respondents. witnesses in the presence of the
testator and of each other, considering
Paul G. Gorrez for petitioner. that the three attesting witnesses must
appear before the notary public to
Mario D. Ortiz for respondent Manuel B. acknowledge the same. As the third
Lugay. witness is the notary public himself,
petitioner argues that the result is that
only two witnesses appeared before the
notary public to acknowledge the will.
ESGUERRA, J.: On the other hand, private respondent-
appellee, Manuel B. Lugay, who is the
Petition to review on certiorari the
supposed executor of the will, following
judgment of the Court First Instance of
the reasoning of the trial court,
Cebu allowing the probate of the last
maintains that there is substantial
will a testament of the late Valente Z.
compliance with the legal requirement
Cruz. Petitioner-appellant Agapita N.
of having at least three attesting
Cruz, the surviving spouse of the said
witnesses even if the notary public
decease opposed the allowance of the
acted as one of them, bolstering up his
will (Exhibit "E"), alleging the will was
stand with 57 American Jurisprudence,
executed through fraud, deceit,
p. 227 which, insofar as pertinent,
misrepresentation and undue influence;
reads as follows:
that the said instrument was execute
without the testator having been fully It is said that there are,
informed of the content thereof, practical reasons for
particularly as to what properties he upholding a will as against
was disposing and that the supposed the purely technical reason
last will and testament was not that one of the witnesses
executed in accordance with law. required by law signed as
Notwithstanding her objection, the certifying to an
Court allowed the probate of the said acknowledgment of the
last will and testament Hence this testator's signature under
appeal by certiorari which was given oath rather than as
due course. attesting the execution of
the instrument.
The only question presented for
determination, on which the decision of After weighing the merits of the
the case hinges, is whether the conflicting claims of the parties, We are
supposed last will and testament of inclined to sustain that of the appellant
Valente Z. Cruz (Exhibit "E") was that the last will and testament in
executed in accordance with law, question was not executed in
particularly Articles 805 and 806 of the accordance with law. The notary public
new Civil Code, the first requiring at before whom the will was
least three credible witnesses to attest acknowledged cannot be considered as
and subscribe to the will, and the the third instrumental witness since he
second requiring the testator and the cannot acknowledge before himself his
41

witnesses to acknowledge the will having signed the will. To acknowledge


before a notary public.
Page

before means to avow (Javellana v.


Ledesma, 97 Phil. 258, 262; Castro v. decisive of the issue herein because
Castro, 100 Phil. 239, 247); to own as the notaries public and witnesses
genuine, to assent, to admit; and referred to aforecited cases merely
"before" means in front or preceding in acted as instrumental, subscribing
space or ahead of. (The New Webster attesting witnesses, and not
Encyclopedic Dictionary of the English as acknowledging witnesses. He the
Language, p. 72; Funk & Wagnalls New notary public acted not only as attesting
Standard Dictionary of the English witness but also acknowledging
Language, p. 252; Webster's New witness, a situation not envisaged by
International Dictionary 2d. p. 245.) Article 805 of the Civil Code which
Consequently, if the third witness were reads:
the notary public himself, he would
have to avow assent, or admit his ART. 806. Every will must
having signed the will in front of himself. be acknowledged before a
This cannot be done because he notary public by the
cannot split his personality into two so testator and the witnesses.
that one will appear before the other to The notary public shall not
acknowledge his participation in the be required to retain a copy
making of the will. To permit such a of the will or file another
situation to obtain would be sanctioning with the office of the Clerk
a sheer absurdity. of Court. [Emphasis
supplied]
Furthermore, the function of a notary
public is, among others, to guard To allow the notary public to act as third
against any illegal or immoral witness, or one the attesting and
arrangement Balinon v. De Leon, 50 0. acknowledging witnesses, would have
G. 583.) That function would defeated if the effect of having only two attesting
the notary public were one of the witnesses to the will which would be in
attesting instrumental witnesses. For contravention of the provisions of
them he would be interested sustaining Article 80 be requiring at least three
the validity of the will as it directly credible witnesses to act as such and of
involves him and the validity of his own Article 806 which requires that the
act. It would place him in inconsistent testator and the required number of
position and the very purpose of witnesses must appear before the
acknowledgment, which is to minimize notary public to acknowledge the will.
fraud (Report of Code Commission p. The result would be, as has been said,
106-107), would be thwarted. that only two witnesses appeared
before the notary public for or that
Admittedly, there are American purpose. In the circumstances, the law
precedents holding that notary public would not be duly in observed.
may, in addition, act as a witness to the
executive of the document he has FOR ALL THE FOREGOING, the
notarized. (Mahilum v. Court Appeals, judgment appealed from is hereby
64 0. G. 4017; 17 SCRA 482; Sawyer v. reversed and the probate of the last will
Cox, 43 Ill. 130). There are others and testament of Valente Z. Cruz
holding that his signing merely as (Exhibit "E") is declared not valid and
notary in a will nonetheless makes him hereby set aside.
a witness thereon (Ferguson v.
Ferguson, 47 S. E. 2d. 346; In Re Cost against the appellee.
Douglas Will, N. Y. S. 2d. 641; Ragsdal
v. Hill, 269 S. W. 2d. 911, Tyson
Utterback, 122 So. 496; In Re Baybee's
Estate 160 N. 900; W. Merill v. Boal,
132 A. 721; See also Trenwith v.
Smallwood, 15 So. 1030). But these
42

authorities do not serve the purpose of


Page

the law in this jurisdiction or are not


ARTICLE 824.

[G.R. No. 7647. March 27, 1914. ] This is an appeal from a judgment of
the Court of First Instance of the
DOMINGO CALUYA, Petitioner- Province of Ilocos Norte denying the
Appellant, v. LUCIA probate of a will.
DOMINGO, Respondent-Appellee.
The learned court below based its
Lucas Paredes for Appellant. judgment upon three grounds. The first
one was that, although the testator had
Julio Adiarte for Appellee. signed by mark, it nowhere appeared in
the will who had written the signature or
SYLLABUS that it had been written at his request.
The second, that the witness Antonino
1. WILLS; EXECUTION; SIGNATURE Pandaraoan could not really have
IN BEHALF OF TESTATOR. — Where signed the attestation clause because,
a testator is unable to write and his at the time it was executed, he was
name is signed by another at his attending a session of the municipal
request, in his presence and in that of council of Piddig as a member thereof.
the subscribing witnesses thereto, it is Third: That as to the other witness,
unimportant, so far as the validity of the Segundino Asis, the will mentioned and
will is concerned, whether the person confirmed a sale of land to him by the
who writes the name of the testator testator, and he being thereby an
signs his own or not. The important interested party his testimony could not
thing is that it clearly appear that the be believed.
name of the testator was signed at his
direction in the presence of the We do not believe that any of the
subscribing witnesses and that they objections are well founded and the
attest and subscribe it in his presence judgment refusing its probate must,
and in the presence of each other. therefore, be reversed.

2. ID.; ID.; VALIDITY OF WILL. — Section 618 of the Code of Civil


Under section 618 of the Code of Civil Procedure provides in part:
Procedure if the attestation clause is
defective or even absent, the will is "No will, except as provided in the
valid provided it is satisfactorily proved preceding section, shall be valid to pass
that it was in fact signed, executed, and any estate, real or personal, nor charge
attested as required by law. or affect the same, unless it be in
writing and signed by the testator, or by
3. ID.; ID.; COMPETENCY OF the testator’s name written by some
ATTESTING WITNESS. — The fact other person in his presence, and by
that the testator in his will mentioned a his express direction, and attested and
sale of real estate, fully consummated subscribed by three or more credible
before his death, which he had made to witnesses in the presence of the
one of the witnesses to his will, does testator and of each other. . . ."
not make such person an incompetent
witness; nor does the fact that he It is nowhere required that, where the
signed the will as one of the attesting testator is unable to write, the fact that
witnesses render the will invalid under his signature was written by some other
section 622 of the Code of Civil person, at his request and express
Procedure. direction, should appear in the body of
the will itself. In the case of Barut v.
Cabacungan (21 Phil. Rep., 461, 463)
DECISION we held the following:
43

"From these provisions it is entirely


Page

MORELAND, J. : clear that, with respect to the validity of


the will, it is unimportant whether the proved as perfectly and as completely
person who writes the name of the when the person signing for the
testatrix signs his own or not. The principal omits to sign his own name as
important thing is that it clearly appears it can when he actually signs. To hold a
that the name of the testatrix was will invalid for the lack of the signature
signed at her express direction in the of the person signing the name of the
presence of three witnesses and that principal is, in the particular case, a
they attested and subscribed it in her complete abrogation of the law of wills,
presence and in the presence of each as it rejects and destroys a will which
other. That is all the statute requires. It the statute expressly declares is valid."
may be wise as a practical matter that
the one who signs the testator’s name The section above quoted also provides
signs also his own; but that is not that "the attestation clause shall state
essential to the validity of the will. the fact that the testator signed the will,
Whether one person or another signed or caused it to be signed by some other
the name of the testatrix in this case is person, at his express direction, in the
absolutely unimportant so far as the presence of three witnesses, and that
validity of her will is concerned. The they attested and subscribed it in his
plain wording of the statute shows that presence and in the presence of each
the requirement laid down by the trial other. But the absence of such form of
court, if it did lay it down, is absolutely attestation shall not render the will
unnecessary under the law; and the invalid if its is proven that the will was in
reasons underlying the provisions of the fact signed and attested as in this
statute relating to the execution of wills section provided."
do not in any sense require such a
provision. From the standpoint of Not only does attestation clause comply
language it is an impossibility to draw with the requirements of this section,
from the words of the law the inference but it appears clearly proved in
that the person who signs the name of evidence that the name of the testator
the testator must sign his own name was signed by another person at his
also. The law requires only three request and under his direction and in
witnesses to a will, not four. his presence and in the presence of the
witnesses to the will. Moreover, as
"Nor is such requirement found in any appears from the last clause of the
other branch of the law. The name of a section, if the attestation clause is
person who is unable to write may be defective, or even absent, the will is
signed by another, by express direction, nevertheless valid provided it is
to any instrument known to the law. satisfactorily proved that it was in fact
There is no necessity whatever, so far signed and executed as provided by
as the validity of the instrument is law.
concerned, for the person who writes
the name of the principal in the As to the second objection, namely,
document to sign his own name also. that Antonino Pandaraoan could not
As a matter of policy it may be wise that have signed the will as a witness
he do so inasmuch as it would give thereto, as stated in the attestation
such intimation as would enable a clause, because he was attending a
person proving the document to meeting of the municipal council of
demonstrate more readily the execution Pidding at the time the will is alleged to
by the principal. But as a matter of have been executed, we believe this
essential validity of the document, it is also to be without merit. It does appear
unnecessary. The main thing to be in the evidence of the opposition that
established in the execution of the will the witness Pandaraoan was attending
is the signature of the testator. If that a meeting of the municipal council of
signature is proved, whether it be Pidding from something like 10 o’clock
written by himself or by another at his till 12:30 o’clock of the day on which the
44

request, it is none the less valid, and will was executed and that the will was
Page

the fact of such signature can be executed sometime between 10 and 12


o’clock. Too much weight, however, positive testimony of the witnesses to
can not be given to the testimony the will and of the notary public is
relative to the precise time of the overcome by the evidence offered in
execution of the will. The barrio of opposition to the probate.
Pidding is only a short distance from
the house in which the will was As to the third ground upon which the
executed and it would have taken but a court based its decision; namely, that
short time to cover the distance. The the will having mentioned and
witness Pandaraoan himself testified confirmed a sale of land to Segundino
directly and positively that, after having Asis, one of the witnesses to the will,
left the meeting of the municipal while not rendering the will entirely
council, he went to the house of the invalid, throws great doubt upon the
testator by appointment and there legality of its execution and especially
signed the will as stated in the the testimony of said witness relating
attestation clause. He asserts that he thereto.
covered the distance on horseback.
The other witnesses to be the will Section 622 provides:
support this declaration. Not only this,
but the notary public who drew up the "If a person attests the execution of a
will and who translated it to the testator will, to whom or to whose wife or
and who was present at the time of its husband, or parent, or child, a
execution, declared and testified that beneficial devise, legacy, or interest, of
witnesses whose names appear upon or affecting real or personal estate, is
the will were present at the time it was given by such will, such devise, legacy,
executed by the testator and that they or interest shall, so far only as concerns
signed the same at his request and in such person, or the wife or husband, or
his presence and in the presence of parent or child of such person, or
each other. All of the witnesses to the anyone claiming under such person or
will unite in declaring that they were such wife or husband, or parent or
there present at the time the will was child, be void, unless there are three
executed and that they signed as other competent witnesses to such will,
witnesses in the presence of the and such person so attesting shall be
testator and of each other. The mere admitted as a witness as if such devise,
fact that there was a session of the legacy, or interest had not been made
municipal council of Pidding about the or given. But a mere charge on the real
same time that the will was executed is or personal estate of the testator, for
not necessarily conclusive against the the payment of debts, shall not prevent
fact that Antonino Pandaraoan was his creditors from being competent
present and signed as a subscribing witnesses to his will."
witness as he declares. Mistakes in
time are easily made among witnesses As will readily be seen on reading this
who measure time not so much by section, nothing in the will before us
clocks or watches as by the sun. relative to the sale of land to Segundino
Antonino Pandaraoan testified that the Asis creates such an interest therein as
municipal council began its session falls within the provisions thereof.
about 10 o’clock; that in order to attend Indeed, no interest of any kind was
the execution of the will, as he had created by the will in favor of
agreed with the notary public he would Segundino Asis, nor did it convey or
do, he was obliged to leave the session transfer any interest to him. It simply
before it terminated; that he so left the mentioned a fact already
session, mounted a horse and arrived consummated, a sale already made.
at the house of the testator at about 12 Even if, however, the will had conveyed
o’clock, in time to take part in the an interest Segundino Asis, it would not
execution of the will as stated in the have been for that reason void. Only
attestation clause. that clause of the will conveying and
45

interest to him would have been void;


Page

We do not believe that the clear and the remainder could have stood and
would have stood as a valid testament.

We are confident from a thorough


examination of the record that a fair
preponderance of the evidence is in
favor of the proponents, and there
being no legal impediment to the
probate the court erred in refusing it.

The judgment appealed from is hereby


reversed and the cause remanded to
the court whence it came with
instructions to legalize and probate the
will in accordance with the petition.

Arellano, C.J., Carson and Trent, JJ.,


concur.

46
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