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Succession Cases
Succession Cases
L-15153
ABELLANA.
LUCIO
BALONAN, petitioner-appellee,
vs.
EUSEBIA ABELLANA, et al., oppositors-appellants.
T.
de
los
Santos
for
appellee.
Climaco and Climaco for appellants.
LABARADOR, J.:
Appeal from a decision of the Court of First
Instance of Zamboanga City admitting to probate
the will of one Anacleta Abellana. The case was
originally appealed to the Court of Appeals where
the following assignment of error is made:
The appellants respectfully submit that
the Trial Court erred in holding that the
supposed testament, Exh. "A", was signed
in accordance with law; and in admitting
the will to probate.
In view of the fact that the appeal involves a
question of law the said court has certified the
case to us.
The facts as found by the trial court are as
follows:
It appears on record that the last Will and
Testament (Exhibit "A"), which is sought to
be probated, is written in the Spanish
language and consists of two (2)
typewritten pages (pages 4 and 5 of the
record) double space. The first page is
signed by Juan Bello and under his name
appears typewritten "Por la testadora
Anacleta Abellana, residence Certificate A1167629, Enero 20, 1951, Ciudad de
Zamboanga',and on the second page
appears the signature of three (3)
instrumental witnesses Blas Sebastian,
Faustino Macaso and Rafael Ignacio, at the
bottom of which appears the signature of
T. de los Santos and below his signature is
his official designation as the notary public
who notarized the said testament. On the
first page on the left margin of the said
instrument also appear the signatures of
the instrumental witnesses. On the second
page, which is the last page of said last
Will and Testament, also appears the
signature of the three (3) instrumental
witnesses and on that second page on the
left margin appears the signature of Juan
Bello
under
whose
name
appears
handwritten the following phrase, "Por la
Testadora Anacleta Abellana'. The will is
duly acknowledged before Notary Public
Attorney Timoteo de los Santos. (Emphasis
supplied)
of two pages including this page" (pages 200201, supra) (Underscoring supplied).
However, in the appeal at bench, the number of
pages used in the will is not stated in any part of
the Will. The will does not even contain any
notarial acknowledgment wherein the number of
pages of the will should be stated.21
Both Uy Coque and Andrada were decided prior
to the enactment of the Civil Code in 1950, at a
time when the statutory provision governing the
formal requirement of wills was Section
618 of the Code of Civil Procedure.22 Reliance on
these cases remains apropos, considering that
the requirement that the attestation state the
number of pages of the will is extant from Section
618.23 However, the enactment of the Civil Code
in 1950 did put in force a rule of interpretation of
the requirements of wills, at least insofar as the
attestation clause is concerned, that may vary
from the philosophy that governed these two
cases. Article 809 of the Civil Code states: "In the
absence of bad faith, forgery, or fraud, or undue
and improper pressure and influence, defects and
imperfections in the form of attestation or in the
language used therein shall not render the will
invalid if it is proved that the will was in fact
executed and attested in substantial compliance
with all the requirements of article 805."
In the same vein, petitioner cites the report of the
Civil Code Commission, which stated that "the
underlying
and
fundamental
objective
permeating the provisions on the [law] on [wills]
in this project consists in the [liberalization] of the
manner of their execution with the end in view of
giving
the
testator
more
[freedom]
in
[expressing] his last wishes. This objective is in
accord with the [modern tendency] in respect to
the
formalities
in
the
execution
of
wills."24 However, petitioner conveniently omits
the qualification offered by the Code Commission
in the very same paragraph he cites from their
report, that such liberalization be "but with
sufficient safeguards and restrictions to prevent
the commission of fraud and the exercise of
undue and improper pressure and influence upon
the testator."25
Caneda v. Court of Appeals26 features an
extensive discussion made by Justice Regalado,
speaking for the Court on the conflicting views on
the manner of interpretation of the legal
formalities required in the execution of the
attestation
clause
in
wills.27 Uy
Coque and Andrada are cited therein, along with
several other cases, as examples of the
application
of
the
rule
of
strict
construction.28 However, the Code Commission
opted to recommend a more liberal construction
through the "substantial compliance rule" under
Article 809. A cautionary note was struck though
by Justice J.B.L. Reyes as to how Article 809
should be applied:
x x x The rule must be limited to disregarding
those defects that can be supplied by an
examination of the will itself: whether all the
pages are consecutively numbered; whether the
signatures appear in each and every page;
whether the subscribing witnesses are three or
the will was notarized. All these are facts that the
will itself can reveal, and defects or even
omissions concerning them in the attestation
clause can be safely disregarded. But the total
number of pages, and whether all persons
required to sign did so in the presence of
each other must substantially appear in the
attestation clause, being the only check
against
perjury
in
the
probate
proceedings.29 (Emphasis supplied.)
The Court of Appeals did cite these comments by
Justice J.B.L. Reyes in its assailed decision,
considering that the failure to state the number
of pages of the will in the attestation clause is
one of the defects which cannot be simply
disregarded. In Caneda itself, the Court refused to
allow the probate of a will whose attestation
clause failed to state that the witnesses
subscribed their respective signatures to the will
in the presence of the testator and of each
other,30 the other omission cited by Justice J.B.L.
Reyes which to his estimation cannot be lightly
disregarded.
Caneda suggested: "[I]t may thus be stated that
the rule, as it now stands, is that omission which
can be supplied by an examination of the will
itself, without the need of resorting to extrinsic
evidence, will not be fatal and, correspondingly,
would not obstruct the allowance to probate of
the will being assailed. However, those omissions
which
cannot
be
supplied
except
by
evidence aliunde would result in the invalidation
of the attestation clause and ultimately, of the
will itself."31 Thus, a failure by the attestation
clause to state that the testator signed every
page can be liberally construed, since that fact
can be checked by a visual examination; while a
failure by the attestation clause to state that the
witnesses signed in one anothers presence
should be considered a fatal flaw since the
AUREA
MATIAS, petitioner,
vs.
HON. PRIMITIVO L. GONZALEZ, ETC., ET
AL., respondents.
J.
Gonzales
Orense
for
petitioner.
Venancio H. Aquino for respondents.
CONCEPCION, J.:
Petitioner
Aurea
Matias
seeks
a
writ
of certiorari to annul certain orders of Hon.
Primitivo L. Gonzales, as Judge of the Court of
First Instance of Cavite, in connection with Special
Proceedings No. 5213 of said court, entitled
"Testate Estate of the Deceased Gabina Raquel."
On May 15, 1952, Aurea Matias initiated said
special proceedings with a petition for the
probate of a document purporting to be the last
will and testament of her aunt, Gabina Raquel,
who died single on May 8, 1952, at the age of 92
years. The heir to the entire estate of the
deceased except the properties bequeathed to
her other niece and nephews, namely, Victorina
Salud, Santiago Salud, Policarpio Salud, Santos
Matias and Rafael Matias is, pursuant to said
instrument, Aurea Matias, likewise, appointed
therein as executrix thereof, without bond. Basilia
Salud, a first cousin of the deceased, opposed the
probate of her alleged will, and, after appropriate
proceedings, the court, presided over by
respondent Judge, issued an order, dated
February 8, 1956, sustaining said opposition and
denying the petition for probate. Subsequently,
Aurea Matias brought the matter on appeal to this
Court (G.R. No. L-10751), where it is now pending
decision.
Meanwhile, or on February 17, 1956, Basilia Salud
moved for the dismissal of Horacio Rodriguez, as
special administrator of the estate of the
deceased, and the appointment, in his stead of
Ramon Plata. The motion was set for hearing on
February 23, 1956, on which date the court
postponed the hearing to February 27, 1956.
Although notified of this order, Rodriguez did not
appear on the date last mentioned. Instead, he
filed an urgent motion praying for additional time
within which to answer the charges preferred
against him by Basilia Salud and for another
postponement of said hearing. This motion was
not granted, and Basilia Salud introduced
evidence in support of said charges, whereupon
respondent Judge by an order, dated February 27,
1956, found Rodriguez guilty of abuse of
authority and gross negligence, and, accordingly,
relieved him as special administrator of the
estate of the deceased and appointed Basilia