Professional Documents
Culture Documents
Set 3 Consolidated
Set 3 Consolidated
deliberately destroyed the original 1918 will the authenticity of the handwriting of the
because of his knowledge of the revocatory deceased may be exhibited and tested
clause contained in the will executed in 1939. before the probate court.”
Petitioner appealed, urging: first, that he possibility that no qualified witness may be
was not boundto produce more than one found (or what amounts to the same thing,
witness because the will’s authenticity was that no competent witness may be willing to
not questioned; and second, that Article 811 testify to the authenticity of the will), and
does not mandatorily require the production provides for resort to expert evidence to
of three witnesses to identify the supply the deficiency.
handwriting and signature of
a holographic will, even if its authenticity What the law deems essential is that the
should be denied by the adverse party. court should be convinced of the will’s
authenticity. Where the prescribed number
ISSUE: of witnesses is produced and the court is
convinced by their testimony that the will is
W/N Article 811 of the Civil Code is genuine, it may consider it unnecessary to
mandatory or permissive. call for expert evidence. On the other hand,
if no competent witness is available, or none
HELD: of those produced is convincing, the Court
may still, and in fact it should, resort to
Article 811 is merely permissive and not handwriting experts. The duty of the Court,
mandatory. Since the authenticity of the will in fine, is to exhaust all available lines of
was not contested, petitioner was not inquiry, for the state is as much interested as
required to produce more than one witness; the proponent that the true intention of the
but even if the genuineness of testator be carried into effect.
the holographic will were contested, Article
811 can not be interpreted to require the
compulsory presentation of three witnesses
to identify the handwriting of the testator, Cuenco vs CA
under penalty of having the probate denied. G.R. No. L-24742, October 26, 1973
Since no witness may have been present at
the execution of a holographic will, none
being required by law (Art. 810, new Civil o The court first taking cognizance of
Code), it becomes obvious that the the settlement of the estate of a decedent,
existence of witness possessing the shall exercise jurisdiction to the exclusion of
requisite qualifications is a matter beyond all other courts
the control of the proponent. For it is not
merely a question of finding and producing FACTS:
any three witnesses; they must be witnesses
“who know the handwriting and signature Senator Mariano Jesus Cuenco died in
of the testator” and who can declare Manila. He was survived by his widow and
(truthfully, of course, even if the law does two minor sons, residing in Quezon City, and
not so express) “that the will and the children of the first marriage, residing in
signature are in the handwriting of the Cebu. Lourdes, one of the children from the
testator”. There may be no available witness first marriage, filed a Petition for Letters of
of the testator’s hand; or even if so Administration with the Court of First
familiarized, the witnesses may be unwilling Instance (CFI) Cebu, alleging that the
to give a positive opinion. Compliance with senator died intestate in Manila but a
the rule of paragraph 1 of Article 811 may resident of Cebu with properties in Cebu and
thus become an impossibility. Quezon City.
This is the reason why the 2nd paragraph of The petition still pending with CFI Cebu,
Article 811 allows the court to resort to Rosa Cayetano Cuenco, the second wife,
expert evidence. The law foresees the filed a petition with CFI Rizal for the probate
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of the last will and testament, where she The residence of the decent or the location
was named executrix. Rosa also filed an of his estate is not an element of jurisdiction
opposition and motion to dismiss in CFI Cebu over the subject matter but merely of venue.
but this court held in abeyance resolution If this were otherwise, it would affect the
over the opposition until CFI Quezon shall prompt administration of justice.
have acted on the probate proceedings.
The court with whom the petition is first
Lourdes filed an opposition and motion to filed must also first take cognizance of the
dismiss in CFI Quezon, on ground of lack of settlement of the estate in order to exercise
jurisdiction and/or improper venue, jurisdiction over it to the exclusion of all
considering that CFI Cebu already acquired other courts, but this does not mean
exclusive jurisdiction over the case. The ‘exclusive jurisdiction’ per se. Such court,
opposition and motion to dismiss were upon learning that a petition for probate of
denied. Upon appeal CA ruled in favor of will has been presented in another court in
Lourdes and issued a writ of prohibition to compliance with residence requirement,
CFI Quezon. may decline to take cognizance of the
petition and hold it in abyrancr, and defer to
ISSUEs: the second court which has the probate
proceedings the alleged last will.
o Whether or not CA erred in issuing Here, this is what happened; Cebu CFI first
the writ of prohibition against the QC court assumed jurisdiction, but held in abeyance
o Whether or not CFI Quezon acted the intestacy proceedings due to pending
without jurisdiction or grave abuse of probate proceedings in QC CFI. Doctrine of
discretion in taking cognizance and precedence of probate proceedings over
assuming exclusive jurisdiction over the intestatce proceedings apply. QC’s order
probate proceedings in pursuance to CFI already long final since respondents did not
Cebu's order expressly consenting in appeal.
deference to the precedence of probate
over intestate proceedings
ordinary. If the will was in the handwriting of 1. W/N Article 811 of the Civil Code, providing
the deceased, it was improperly procured. that at least three witnesses explicitly
declare the signature in a contested will as
Evangeline Calugay, etc. presented 6 the genuine signature of the testator, is
witnesses and various documentary mandatory or directory.
evidence.
The first witness was the clerk of court of 2. Whether or not the witnesses sufficiently
the probate court who produced and establish the authenticity and due execution
identified the records of the case bearing of the deceased’s holographic will.
the signature of the deceased.
The second witness was election registrar HELD:
who was made to produce and identify the
voter’s affidavit, but failed to as the same 1. YES. The word “shall” connotes a
was already destroyed and no longer mandatory order, an imperative obligation
available. and is inconsistent with the idea of
discretion and that the presumption is that
The third, the deceased’s niece, claimed that the word “shall”, when used in a statute, is
she had acquired familiarity with the mandatory.
deceased’s signature and handwriting as she
used to accompany her in collecting rentals In the case at bar, the goal to be achieved by
from her various tenants of commercial the law, is to give effect to the wishes of
buildingsand the deceased always issued the deceased and the evil to be prevented is
receipts. The niece also testified that the possibility that unscrupulous individuals
the deceased left a holographic will entirely who for their benefit will employ means to
written, dated and signed by said deceased. defeat the wishes of the testator.
The fourth witness was a former lawyer for The paramount consideration in the present
the deceasedin the intestate proceedings of petition is to determine the true intent of
her late husband, who said that the the deceased.
signature on the will was similar to that of
the deceased but that he can not be sure. 2. NO. We cannot be certain that the
holographic will was in the handwriting of
The fifth was an employee of the DENR who the deceased.
testified that she was familiar with the
signature of the deceased which appeared in The clerk of court was not presented to
the latter’s application for pasture permit. declare explicitly that the signature
The fifth, respondent Evangeline Calugay, appearing in the holographic will was that of
claimed that she had lived with the deceased.
the deceased since birth where she had
become familiar with her signature and that The election registrar was not able to
the one appearing on the will was genuine. produce the voter’s affidavit
for verification as it was no longer available.
Codoy and Ramonal’s demurrer to evidence
was granted by the lower court. It was The deceased’s niece saw pre-prepared
reversed on appeal with receipts and letters of the deceased and did
the Court of Appeals which granted the not declare that she saw the deceased sign a
probate. document or write a note.
fact about the will from the children of testator. If the will is contested, at least
the deceased, putting in issue her motive. three of such witnesses shall be required.”
Evangeline Calugay never declared that she The word “shall” connotes a mandatory
saw the decreased write a note or sign a order, an imperative obligation and is
document. inconsistent with the idea of discretion and
that the presumption is that the word
The former lawyer of “shall”, when used in a statute, is
the deceased expressed doubts as to the mandatory.
authenticity of the signature in the
holographic will.
probate proceedings. She submitted to the intestate case should be consolidated with
court a copy of Grimm’s will. However, the testate proceeding and the judge
pursuant to the compromiseagreement, assigned to the testate proceeding should
Maxine withdrew the opposition and the continue hearing the two cases.
motion to dismiss. The court ignored the will
found in the record.The estate was
partitioned.
Nepomuceno v. CA Digests
In 1980, Maxine filed a petition praying for Nepomuceno v. Court of Appeals
the probate of the two wills (already
probated in Utah), that the partition Facts:
approved by the intestate court be set aside 1. Martin Hugo died on 1974 and he left a will
and the letters of administration revoked, wherein he instituted Sofia Nepomuceno as
that Maxine be appointedexecutrix and the sole and only executor. It was also
Ethel be ordered to account for the provided therein that he was married to
properties received by them and return the Rufina Gomez with whom he had 3 children.
same to Maxine. Maxine alleged that they
were defrauded due to the machinations of 2. Petitioner (Sofia) filed for the probate of
Ethel, that the compromiseagreement was the will but the legal wife and her children
illegal and the intestate proceeding was void opposed alleging that the will was procured
because Grimm died testate so partition was through improper and undue influence and
contrary to the decedent’s wills. that there was an admission of concubinage
with the petitioner.
Ethel filed a motion to dismiss the petition
which was denied by Judge Leonidas for lack 3. The lower court denied the probate on
of merit. the ground of the testator's admission of
cohabitation, hence making the will invalid
ISSUE: on its face. The Court of Appeals reversed
and held that the will is valid except the
Whether the judge committed grave abuse devise in favor of the petitioner which is null
of discretion amounting to lack of and void in violation of Art. 739 and 1028.
jurisdiction in denying Ethel’s motion
to dismiss. Issue: Whether or not the court can pass on
the intrinsic validity of a will
HELD:
RULING: Yes, as an exception. But the
We hold that respondent judge did general rule is that the court's area of
not commit any grave abuse of discretion, inquiry is limited to the an examination and
amounting to lack of jurisdiction, in denying resolution of the extrinsic validity of the will.
Ethel’s motion to dismiss. This general rule is however not inflexible
A testate proceeding is proper in this case and absolute. Given exceptional
because Grimmdied with two wills and “no circumstances, the probate court is not
will shall pass either real or personal powerless to do what the situation
property unless it is proved and allowed” constrains it to do and may pass upon
(Art. 838, Civil Code; sec. 1, Rule 75, Rules of certain provisions of the will. The will itself
Court). admitted on its face the relationship
between the testator and the petitioner.
The probate of the will is mandatory. It
is anomalous that the estate of a person The will was validly executed in accordance
who died testate should be settled in an with law but the court didn't find it to serve
intestate proceeding. Therefore, the a practical purpose to remand the nullified
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signature… the will is not invalidated as Roxas de Jesus is a valid compliance with the
whole but only as tomthe particular words Article 810 of the Civil Code.
erased, corrected, or altered”
HELD:
But here, the will is voided or revoked since
nothing remains in the will which could Valid date.
remain valid as there was only one
disposition in it; which is he assignment of This will not be the first time that this Court
sole heir of all of Natividad’s estate”. Such departs from a strict and literal application
was altered by the substitution of the of the statutory requirements regarding the
original heir with another. due execution of Wills. The underlying
and fundamental objectives permeating the
To rule that the first will should be given provisions of the law wills consists in the
effect is to disregard the testatrix' change of liberalization of the manner of their
mind. However, this change of mind cannot execution with the end in view of giving the
be given effect either as she failed to testator more freedom in expressing his last
authenticate it in accordance with Art. 814, wishes, but with sufficient safeguards and
or by affixing her full signature. restrictions to prevent the commission
of fraud and the exercise of undue and
improper pressure and influence upon the
testator. If a Will has been executed in
Roxas v. De Jesus substantial compliance with
134 SCRA 245 the formalities of the law, and the possibility
of bad faith and fraud in the exercise thereof
FACTS: is obviated, said Will should be admitted to
probate (Rey v. Cartagena 56 Phil. 282).
Bibiane Roxas died. Her brother, Simeon
Roxas, filed a spec. pro. for partition of the If the testator, in executing his Will,
estate of the deceased and also delivered attempts to comply with all the requisites,
the holographic will of the deceased. although compliance is not literal, it is
Simeon stated that he found a notebook sufficient if the objective or purpose sought
belonging to deceased, which contained a to be accomplished by such requisite is
“letter-will” entirely written and signed in actually attained by the form followed by
deceased’s handwriting. The will the testator. In Abangan v. Abanga 40 Phil.
is dated“FEB./61 ” and states: “This is my will 476, we ruled that: The object of the
which I want to be respected although it is solemnities surrounding the execution of
not written by a lawyer. Roxas relatives wills is to close the door against bad faith
corroborated the fact that the same is and fraud, to avoid substitution of wills and
a holographic will of deceased, identifying testaments and to guaranty their truth and
her handwriting and signature. Respondent authenticity. …
opposed probate on the ground that it such
does not comply with Article 810 of the CC In particular, a complete date is required to
because the date contained in provide against such contingencies as that
a holographic will must signify the year, of two competing Wills executed on the
month, and day. same day, or of a testator becoming insane
on the day on which a Will was executed
ISSUE: (Velasco v. Lopez, 1 Phil. 720). There is no
such contingency in this case.
W/N the date “FEB./61 ” appearing on
the holographicWill of the deceased Bibiana We have carefully reviewed the records of
this case and found no evidence of bad faith
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and fraud in its execution nor was there any P2,000,000.00; and that copies of said will
substitution of Wins and Testaments. There were in the custody of the named executrix,
is no question that the holographic Will of private respondent Pacita de los Reyes
the deceased Bibiana Roxas de Jesus was Phillips.
entirely written, dated, and signed by the
testatrix herself and in a language known to Petitioner Octavio S. Maloles II filed a
her. There is also no question as to its motion for intervention claiming that, as
genuineness and due execution. All the the only child of Alicia de Santos (testator’s
children of the testatrix agree on the sister) and Octavio L. Maloles, Sr., he was
genuineness of the holographic Will of their the sole full-blooded nephew and nearest of
mother and that she had the kin of Dr. De Santos. He
testamentary capacity at the time of the likewise alleged that he was a creditor of the
execution of said Will. The objection testator. Petitioner thus prayed for the
interposed by the oppositor-respondent reconsideration of the order allowing the
Luz Henson is that the holographic Will is will and the issuance of letters of
fatally defectivebecause the date “FEB./61 ” administration in his name.
appearing on the holographicWill is not
sufficient compliance with Article 810 of the ISSUE:
Civil Code. This objection is too technical to
be entertained. Whether or not the petitioner, being
a creditor of the late Dr. Arturo de
As a general rule, the “date” in Santos, has a right to intervene and oppose
a holographic Will should include the day, the petition for issuance of letters
month, and year of its execution. However, testamentary filed by the respondent
when as in the case at bar, there is no
appearance of fraud, bad faith, undue RULING:
influence and pressure and the authenticity
of the Will is established and the only issue is No. The petitioner in this case avers that, as
whether or not the date “FEB./61” appearing the nearest next of kin and creditor of the
on the holographic Will is a valid compliance testator, his interest in the matter is material
with Article 810 of the Civil Code, probate of and direct. Even if petitioner is the nearest
the holographic Will should be allowed next of kin of Dr. De Santos, he cannot be
under the principle of substantial considered an “heir” of the testator. It is a
compliance. fundamental rule of testamentary
succession that one who has no compulsory
or forced heirs may dispose of his entire
estate by will.
Maloles II vs Court of Appeals
G.R. No. 133359, January 31, 2000 Thus, Article 842 of the Civil Code provides:
Compulsory heirs are limited to the of Alejandro’s last will and testament. The
testator’s — children of spouses filed their opposition.
1. Legitimate children and The RTC ruled that Lourdes being not the
descendants, with respect to their legitimate wife of Alejandro the will is intrinsically void,
parents and ascendants; though extrinsically void; the oppositors are
2. In default of the foregoing, the only heir entitled to the estate. Lourdes
legitimate parents and ascendants, with filed a Motion for Consideration arguing that
respect to their legitimate children and she is entitled to some compensation since
descendants; she took care of Alejandro prior to his death
3. The widow or widower; although they were not legally married to
4. Acknowledged natural children, and each other. This was denied by the trial
natural children by legal fiction; court. The CA dismissed her appeal for her
5. Other illegitimate children referred failure to wile the same within the extended
to in Article 287 of the Civil Code. period. CA order became final.
will failed to pass both its extrinsic and On appeal, the CA reversed said Decision
intrinsic validity. holding that the decedent did not comply
with Articles 313 and 314 of the NCC. It found
If will is extrinsically void, rules of intestacy that certain dispositions in the will were
applies regardless if intrisicslly valid. If either unsigned or undated, or signed by
extrinsically valid, next to determine is not dated. It also found that the
intrinsic (whether provisions of will are valid erasures, alterations and cancellationsmade
according to laws of succession). Here the had not been authenticated by decedent.
will is ruled extrinsically valid but intrinsically
invalid as it deprived compulsory heirs of ISSUE:
their share and the property involved is
conjugal propert of Alejandro and Anita. Whether the CA erred in holding that
Intestacy applies. Articles 813 and 814 of the NCC were not
complies with.
HELD:
Ajero v. CA
236 SCRA 488 YES. A reading of Article 813 shows that its
requirement affects the validity of
FACTS: the dispositions contained in the
holographic will, but not its probate. If the
The holographic will of Annie San was testator fails to sign and date some of
submitted for probate. the dispositions, the result is that
Private respondent opposed the petition on these dispositions cannot be effectuated.
the grounds that: neither the testament’s Such failure, however, does not render the
body nor the signature therein was in whole testament void.
decedent’s handwriting; it Likewise, a holographic will can still be
contained alterations and corrections which admitted to probate notwithstanding non-
were not duly signed by decedent; and, the compliance with the provisions of Article
will was procured by petitioners through 814.
improper pressure and undue influence.
Unless the
The petition was also contested by Dr. Ajero authenticated alterations, cancellations or
with respect to the disposition in the will of insertions were made on the date of the
a house and lot. He claimed that said holographic will or on testator’s signature,
property could not be conveyed by their presence does not invalidate the will
decedent in its entirety, as she was not its itself. The lack of authentication will only
sole owner. result in disallowance of such changes.
However, the trial court still admitted the It is also proper to note that
decedent’s holographic will to probate. he requirements of authentication of
The trial court held that since it must decide changes and signing and
only the question of the identity of the will, dating of dispositions appear in provisions
its due execution and the (Article 813 and 814) separate from that
testamentary capacity of the testatrix, it which provides for the necessary conditions
finds no reason for the disallowance of the for the validity of the holographic will
will for its failure to comply with the (Article 810).
formalities prescribed by law nor for lack of
testamentary capacity of the testatrix. This separation and distinction adds support
to the interpretation that only
the requirements of Article 810 of the NCC –
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and not those found in Articles 813 and 814 – On May 30, 1975, a prominent and wealthy
are essential to the probate of a holographic resident of that town named Venancio
will. Rivera died. On July 28, 1975, Jose Rivera,
claiming to be the only surviving legitimate
Section 9, Rule 76 of the Rules of Court and son of the deceased, filed a petition for the
Article 839 of the Civil Code enumerate the issuance of letters of administration over
grounds for disallowance of wills. Venancio’s estate. Docketed as SP No. 1076,
These lists are exclusive; no other grounds this petition was opposed by Adelaido J.
can serve to disallow a will. Rivera. Who denied that Jose was the son of
the decedent. Adelaido averred that
In a petition to admit a holographic will, the Venancio was his father and did not
only issues to be resolved are: die interstate but in fact left
two holographic wills.
1.whether the instrument submitted is,
indeed, the decedent’s last will and ISSUE:
testament;
Whether or not Jose Rivera was the
2.whether said will was executed in legitimate son of the deceased Venancio
accordance with the formalities prescribed Rivera.
by law;
RULING:
3.whether the decedent had the necessary
testamentary capacity at the time the will In case of doubt, under Art. 220 of the NCC,
was executed; and all presumptions favor the solidarity of the
family. Thus every intendment of the law or
4.whether the execution of the will and its fact leans toward the validity of marriage
signing were the voluntary acts of the the legitimacy of children. Even in
decedent. the absence of any certificate of marriage or
other documentary proof of the existence of
The object of the solemnities surrounding marriage, the law presumes a man and
the execution of wills is to close the door woman cohabiting with each other as being
against bad faith and fraud; accordingly, married, in the absence of proof to the
laws on this subject should be interpreted to contrary.
attain these primordial ends.
Based on this unrefuted legal presumption,
In the case of holographic wills, what Jose Rivera is not the son of the deceased
assures authenticity is the requirement that Venancio Rivera whose estate is in question,
they be totally authographic or handwritten in addition to the intriguing circumstances
by the testator himself. Failure to strictly surrounding Jose’s claim that he was a
observe other formalities will no result in the legitimate son.
disallowance of a holographic will that is
unquestionable handwritten by the testator. Hence, being a mere stranger, he had no
personality to contest the wills and his
opposition thereto did not have
the legal effect of requiring the three
JOSE RIVERA petitioner, vs. witnesses as stated in Art. 811. The
INTERMEDIATE APPELLATE COURT and testimony of Zenaida and Venancio Rivera,
ADELAIDO J. RIVERA, respondents. Jr. who authenticated the wills as having
G.R. Nos. 75005-06 February 15, 1990 been written and signed by their father, was
sufficient.
FACTS:
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