Professional Documents
Culture Documents
Bascara - Azuela
Bascara - Azuela
Reynaldo Bascara vs. Sheriff Rolando he then gave her the owner’s duplicate
of the TCT of the property and
Javier & Evangeline Pangilinan
P135,000.00 to pay what Cacalda made
Date: July 17, 2015 him to believe were taxes and expenses
G.R. No.: 188069 Ponente: Peralta, J. for the supposed transfer;
o Cacalda never got the transfer done and
Related Article: Tickler: was never seen again by Bascara, and
Art. 805- Art. 806 subsequently he discovered the
annotation of the REM on the title of the
subject property and thus filed his
Doctrine of the Case: adverse claim;
A deed of donation mortis causa – which partakes in o in response Pangilinan filed her
the nature of a testamentary provisions – must be opposition and MTD, citing the REM
executed in accordance with requisites on solemnities with the special power to sell mortgaged
of will and testaments under Art.’s 805-806, otherwise property w/o judicial proceedings
allegedly signed by Pardo, the
the donation is void.
Community Tax Cert. of Pardo, and 2
photo’s showing Pardo signing the loan
Parties – Roles
documents;
Reynaldo Bascara- Petitioner - It clear from the foregoing that the real Rosalina
Sheriff Rolando Javier & Evangeline Pangilinan- Pardo could not have entered into any of the
Respondent contracts with Pangilinan because she had been
long dead, as proven by her death certificate and
Facts: obituary. Furthermore, it was confirmed that the
- In 2004 Rosalina Pardo allegedly executed in woman in the two photographs were absolutely
favor of Evangeline Pangilinan an REM over a not Pardo and the signatures (as well as
parcel of land in order to secure her loan from the thumbmarks) on the REM and other documents
latter amounting to P200,000.00. Since Pardo were fake and forged. Bascara then filed a
failed to comply with the terms and conditions of complaint directly attacking the validity of
the loan, the mortgage was duly foreclosed and Pangilinan’s title, alleging that it emanated from
the property sold at a public auction with an illegal source and that it be reinstated in the
Pangilinan emerging as the highest bidder. Pardo name of Pardo.
was allegedly unable to redeem the property and
do Pangilinan caused the title to be consolidated RTC Ruling: The RTC ruled in favor of Pangilinan,
under her name and a new TCT was issued in denying Bascara’s petition to recall WOP and directed
her favor. Despite all of this, Pardo, her agents, the sheriff to implement such.
and persons claiming rights under her (Bascara)
refused to vacate the property – this prompted CA Ruling: CA affirmed the RTC finding that RTC did
Pangilinan to file a petition for the issuance of a not act in a capricious/despotic manner and that the
write of possession. question of the validity of the extra-judicial foreclosure
- Reynaldo Bascara, claiming to be the true and sale should not be raised as justification for opposing
lawful owner of the property, filed a Third-Party the issuance of the WOP since the proceeding is
Claim and Motion to Recall WOP. He alleged the heard ex- parte.
ff:
o he is the nephew and ward of the late
Issue/s:
Rosalina Pardo, who was the owner of
1. WON the extra-judicial foreclosure sale was
the subject property;
valid.
o in 1999 Pardo allegedly executed a
2. WON the deed of donation mortis causa was
deed of donation mortis causa in favor valid and enforceable. 🡨 Syllabus Issue
of Bascara, and four years later in 2003
she died a widow and without any
children; Ruling:
o that he also rented out portions of the Issue on Mortgage
subject property to boarders, one of 1. YES, upon the expiration of the period to
which was Evangeline Cacalda who redeem and no redemption was made, the
offered to be able to transfer the purchaser, as confirmed owner, has the
property under his name on his behalf – absolute right to possess the land and the
3B [SUBJECT] Digests
LETICIA VALMONTE ORTEGA vs. JOSEFINA C. when the testator together with the three
VALMONTE witnesses of the will went to his house cum law
December 16, 2005 office and requested him to prepare his last will
and testament.
G.R. No.: 157451 Ponente: PANGANIBAN, J .
After the testator instructed him on the terms and
dispositions he wanted on the will, the notary
Related Article: Tickler:
public told them to come back on June 15, 1983 to
give him time to prepare it. But the testator and
Articles 798 - 800 Mental Capacity
witnesses returned on August 9, 1983.
Doctrine of the Case Before the testator and his witnesses signed the
prepared will, the notary public explained to them
The law favors the probate of a will. Upon those who each and every term in Ilocano, a dialect which the
oppose it rests the burden of showing why it should not testator spoke and understood.
be allowed. In the present case, petitioner has failed to
discharge this burden satisfactorily. For this reason, Though it appears that the will was signed by the
the Court cannot attribute any reversible error on the testator and his witnesses on June 15, 1983,
part of the appellate tribunal that allowed the probate formal execution was actually on August 9, 1983
of the will.
o The notary public also testified that to his
observation the testator was physically and
mentally capable at the time he affixed his
Parties – Roles signature on the will.
[SOLIS, Astrid]
3B [WILLS] Digests
"It then found these grounds extant and proven, and not even require that a [notarial] will x x x be
accordingly disallowed probate.” executed and acknowledged on the same
occasion." More important, the will must be
CA Ruling: subscribed by the testator, as well as by three or
more credible witnesses who must also attest to it
CA held that the testator had testamentary capacity at in the presence of the testator and of one another.
the time of the execution of the will. That his "sexual Furthermore, the testator and the witnesses must
exhibitionism and unhygienic, crude and impolite acknowledge the will before a notary public
ways" did not make him a person of unsound mind.
Disposition:
Issue/s
WHEREFORE, the appeal is GRANTED, and the
a) Whether or not Placido Valmonte has Decision appealed from is REVERSED and SET
testamentary capacity at the time he allegedly ASIDE. In its place judgment is rendered approving
executed the subject will and allowing probate to the said last will and testament
of Placido Valmonte and ordering the issuance of
b) Whether or not the conflict between the dates letters testamentary to the petitioner Josefina
will invalidate the will Valmonte. Let this case be remanded to the court a quo
for further and concomitant proceedings."
1. Article 798;
2. Article 799; and
3. Article 800.
[SOLIS, Astrid]
3B [SUBJECT] Digests
In the Matter of the Petition for the Probate of the The instrumental witnesses testified that after the late
Last Will and Testament of Enrique S. Lopez, Enrique read and signed the will on each and every
Richard B. Lopez vs. Diana Jeanne Lopez, page, they also read and signed the same in the latter's
Marybeth De Leon, and Victoria L. Tuazon presence and of one another. Photographs of the
November 12, 2012 incident were taken and presented during trial. Manalo
further testified that she was the one who prepared the
drafts and revisions from Enrique before the final copy
G.R. No.: 189984 Ponente: Perlas-Bernabe
of the will was made. Prior to August 10, 1996, Enrique
consulted Atty. Nolasco in the preparation of the
Related Article: Tickler: Will consists of 7
subject will and furnished him the list of his properties
Art. 805 and 809 of pages when it actually
for distribution among his children. He prepared the will
the Civil Code comprises of 8 pages
in accordance with Enrique's instruction and that
before the latter and the attesting witnesses signed it
Doctrine of the Case: The law is clear that the in the presence of one another, he translated the will
attestation must state the number of pages used upon which was written in English to Filipino and added that
which the will is written. The purpose of the law is to Enrique was in good health and of sound mind at that
safeguard against possible interpolation or omission of time.
one or some of its pages and prevent any increase or
decrease in the pages. On the other hand, the oppositors presented its lone
witness, Gregorio B. Paraon (Paraon), Officer-in-
Charge of the Notarial Section, Office of the Clerk of
Parties – Roles:
Court, RTC, Manila. His testimony centered mainly on
• Petitioner Richard B. Lopez (Richard) –
their findings that Atty. Nolasco was not a notary public
executor and administrator, compulsory heir
for the City of Manila in 1996, which on cross
• Respondents Diana Jeanne Lopez (Diana),
examination was clarified after Paraon discovered that
Marybeth de Leon (Marybeth) and Victoria L.
Atty. Nolasco was commissioned as such for the years
Tuazon (Victoria) – compulsory heirs
1994 to 1997.
Facts RTC Ruling: The RTC disallowed the probate of the will
On June 21, 1999, Enrique S. Lopez (Enrique) died for failure to comply with Article 805 of the Civil Code
leaving his wife, Wendy B. Lopez, and their four which requires a statement in the attestation clause of
legitimate children, namely, petitioner Richard B. the number of pages used upon which the will is
Lopez (Richard) and the respondents Diana Jeanne written. It held that while Article 809 of the same Code
Lopez (Diana), Marybeth de Leon (Marybeth) and requires mere substantial compliance of the form laid
Victoria L. Tuazon (Victoria) as compulsory heirs. down in Article 805 thereof, the rule only applies if the
Before Enrique’s death, he executed a Last Will and number of pages is reflected somewhere else in the will
Testament on August 10, 1996 and constituted Richard with no evidence aliunde or extrinsic evidence
as his executor and administrator. required. While the acknowledgment portion stated
that the will consists of 7 pages including the page on
On September 27, 1999, Richard filed a petition for the which the ratification and acknowledgment are written,
probate of his father's Last Will and Testament before the RTC observed that it has 8 pages including the
the RTC of Manila with prayer for the issuance of letters acknowledgment portion. As such, it disallowed the will
testamentary in his favor. Marybeth opposed the for not having been executed and attested in
petition contending that the purported last will and accordance with law.
testament was not executed and attested as required
by law, and that it was procured by undue and improper CA Ruling: The CA affirmed the RTC ruling. It found no
pressure and influence on the part of Richard. The said valid reason to deviate from the findings of the RTC
opposition was also adopted by Victoria. After that the failure to state the number of pages of the will
submitting proofs of compliance with jurisdictional in the attestation clause was fatal. It noted that while
requirements, Richard presented the attesting Article 809 of the Civil Code sanctions mere substantial
witnesses, namely: Reynaldo Maneja; Romulo compliance with the formal requirements set forth in
Monteiro; Ana Maria Lourdes Manalo (Manalo); and Article 805 thereof, there was a total omission of such
the notary public who notarized the will, Atty. Nolasco. fact in the attestation clause. Moreover, while the
acknowledgment of the will made mention of "7 pages
[Name of Digester]
3B [SUBJECT] Digests
including the page on which the ratification and compliance for defects in the form of the attestation
acknowledgment are written," the will had actually 8 clause, Richard likewise failed in this respect.
pages including the acknowledgment portion thus,
necessitating the presentation of evidence aliunde to The statement in the Acknowledgment portion of the
explain the discrepancy. subject last will and testament that it "consists of 7
pages including the page on which the ratification and
Issue: Whether or not the CA erred in affirming the acknowledgment are written” cannot be deemed
RTC decision to disallow the probate of will substantial compliance. The will actually consists of 8
pages including its acknowledgment which
discrepancy cannot be explained by mere examination
Ruling: No. The provisions of the Civil Code on Forms
of the will itself but through the presentation of
of Wills, particularly, Articles 805 and 809 of the Civil
evidence aliund.
Code provide:
The attestation shall state the number of pages used Hence, the CA properly sustained the disallowance of
upon which the will is written, and the fact that the the will.
testator signed the will and every page thereof, or
caused some other person to write his name, under his
Disposition: WHEREFORE, premises considered,
express direction, in the presence of the instrumental
the petition is DENIED.
witnesses, and that the latter witnessed and signed the
will and all the pages thereof in the presence of the
testator and of one another. If the attestation clause is
in a language not known to the witnesses, it shall be
interpreted to them.
[Name of Digester]
FULL CASE TITLE: GERMAN JABONETA, plaintiff-appellant, vs. RICARDO GUSTILO, ET AL.,
defendants-appellees.
Date: January 19, 1906.
Related Tickler:
Article:
Art. 805
It is sufficient that the witnesses are together, for the purpose of witnessing the execution of the will, and in a position
to actually see the testator write, if they choose to do so; and there are many cases which lay down the rule that the
true test of vision is not whether the testator actually saw the witness sign, but whether he might have seen
him sign, considering his mental and physical condition and position at the time of the subscription.
Parties – Roles
Facts
● The last will and testament of Macario Jaboneta was denied in the probate proceedings, as the lower court
was of the opinion, from the evidence adduced at the hearing, that Julio Javellana, one of the witnesses, did
not sign the will in the presence of Isabelo Jena, another of the witnesses, as required by the provisions of
section 618 of the Code of Civil Procedure.
● Macario Jaboneta executed under the following circumstances the document in question:
o He was in the house of Arcadio Jarandilla, in Jaro, where he ordered that the document be written,
and calling Julio Javellana, Aniceto Jalbuena, and Isabelo Jena as witnesses, executed the said
document as his will.
o Him and the witnesses were all together, and were in the room where Jaboneta was, and were
present when he signed the document.
o Isabelo Jena signed afterwards as a witness, at his request, and in his presence and in the
presence of the other two witnesses.
o Aniceto Jalbuena then signed as a witness to the presence of the testator, and in the presence of
the other two persons who signed as witnesses. At that moment, Isabelo Jena, being in a hurry
to leave, took his hat and actually left the room while Jalbuena was signing the document.
o As he was leaving the house, Julio Javellana took his pen and put himself in position to sign the will
as a witness, but he allegedly did not sign in the presence of Isabelo Jena; but nevertheless, after
Jena had left the room, the said Julio Javellana signed as a witness in the presence of the testator
and of the witness Aniceto Jalbuena.
RTC Ruling:
The probate court denied the last will and testament of Macario Jaboneta.
CA Ruling:
N/A
Issue/s
Whether the lower court was correct in holding that one of the witnesses, Julio, did not sign in the presence of
another witness, Isabelo. (NO)
Ruling
Disposition:
The judgment of the trial court is reversed, without especial condemnation of costs, and after twenty days the record
will be returned to the court from whence it came, where the proper orders will be entered in conformance herewith.
So ordered.
3B WILLS Digests
EUTIQUIA AVERA, petitioner-appellee, vs. MARINO When the proponent rested the attorney for the
GARCIA, and JUAN RODRIGUEZ, as guardian of opposition introduced a single witness whose
the minors Cesar Garcia and Jose Garcia, testimony tended to show in a vague and indecisive
objectors-appellants manner that at the time the will was made the testator
September 14, 1921 was so debilitated as to be unable to comprehend what
he was about.
G.R. No.: 15566 Ponente: Street, J.
Trial Court ruling:
Related Article: Tickler: One witness, signing
Art. 805, NCC on the right margin, deviation
The trial judge found that the testator at the time of the
did not invalidate the
making of the will was of sound mind and disposing
instrument
memory and that the will had been properly executed.
He accordingly admitted the will to probate.
Doctrine of the Case
From this judgment, an appeal was taken in behalf of
So far as concerns the authentication of the will, and of the persons contesting the will.
every part thereof, it can make no possible difference
whether the names appear on the left or on the right
margin, provided they are on one or the other. Issue/s
Where ingenuity could not suggest any possible (1) Whether or not a will can be admitted to probate,
prejudice to any person, as attendant upon the actual where opposition is made, upon the proof a single
deviation from the letter of the law, such deviation must attesting witness (YES)
be considered too trivial to invalidate the instrument. (2) Whether the will in question is rendered invalid
because the signature of the testator and of the
three attesting witnesses are written on the right
Parties – Roles margin of each page (NO)
Cellen Jardiel
3B WILLS Digests
contested, incautiously permitted the case to go to on the right margin, provided they are on one or
proof without asking for a postponement of the trial the other.
in order that he might produce all the attesting
witnesses. The instrument contains the necessary signatures
on every page, and the only point of deviation from
Although this circumstance may explain why the the requirement of the statute is that these
three witnesses were not produced, it does not in signatures appear in the right margin instead of
itself supply any basis for changing the rule the left. By the mode of signing adopted every
expounded in the case above referred to; and page and provision of the will is authenticated and
were it not for a fact now to be mentioned, this guarded from possible alteration in exactly the
court would probably be compelled to reverse this same degree that it would have been protected by
case on the ground that the execution of the will being signed in the left margin; and the resources
had not been proved by a sufficient number of of casuistry could be exhausted without
attesting witnesses. discovering the slightest difference between the
consequences of affixing the signatures in one
It appears, however, that this point was not raised margin or the other.
by the appellant in the lower court either upon the
submission of the cause for determination in that The court cited the ponencia of Justice Avanceña
court or upon the occasion of the filing of the in a case where the signatures were placed at the
motion for a new trial. Accordingly, it is insisted for bottom of the page and not in the margin (In Re
the appellee that this question cannot now be will of Abangan):
raised for the first time in this court. We believe this
point is well taken, and the first assignment of error The object of the solemnities surrounding the
must be declared not be well taken. execution of wills is to close the door against
bad faith and fraud, to avoid substitution of will
Properly understood, the case of Cabang vs. and testaments and to guarantee their truth
Delfinado, contains nothing inconsistent with this and authenticity. Therefore the laws on this
ruling, for it appears from the opinion in that case subject should be interpreted in such a way
that the proponent of the will had obtained an as to attain these primordial ends. But, on the
order for a republication and new trial for the other hand, also one must not lose sight of the
avowed purpose of presenting the two additional fact that it is not the object of the law to
attesting witnesses who had not been previously restrain and curtail the exercise of the right to
examined, but nevertheless subsequently failed make a will. So when an interpretation already
without any apparent reason to take their given assures such ends, any other
testimony. Both parties in that case were therefore interpretation whatsoever, that adds nothing
fully apprised that the question of the number of but demands more requisites entirely
witnesses necessary to prove the will was in issue unnecessary, useless and frustrative of the
in the lower court. testator's last will, must be disregarded.
(2) Under Section 618 of the Code of Civil Procedure, Where ingenuity could not suggest any possible
as amended by Act No. 2645, it is essential to the prejudice to any person, as attendant upon the
validity of a will in this jurisdiction that the names actual deviation from the letter of the law, such
of the testator and the instrumental witnesses deviation must be considered too trivial to
should be written on the left margin of each and invalidate the instrument.
every page, and not upon the right margin. It is
undeniable that the general doctrine is to the effect
that all statutory requirements as to the execution Disposition:
of wills must be fully complied with. The same
doctrine is also deducible from cases heretofore It results that the legal errors assigned are not
decided by this court. sustainable, and the judgment appealed from will
be affirmed. It is so ordered, with costs against the
So far as concerns the authentication of the will, appellants.
and of every part thereof, it can make no possible
difference whether the names appear on the left or
Cellen Jardiel
3B WILLS Digests
Josefa Villacorte- decedent, referred to in the
case as testatrix
IN THE MATTER OF THE TESTATE ESTATE Celso Icasiano- proponent, requesting to be
OF THE LATE JOSEFA VILLACORTA. CELSO executor Natividad Icasiano- oppositor, a
ICASIANO, vs. NATIVIDAD ICASIANO and daughter of the Josefa
ENRIQUE ICASIANO, Enrique Icasiano- oppositor, a son of Josefa
June 30, 1964 Jose V. Natividad – one of the witnesses to the
G.R. No.: L-18979 Ponente: REYES, J.B.L., will, his missing signature in page 3 of the
J. original is in issue
BARTOLO
3B WILLS Digests
the simultaneous lifting of two pages in the
course of signing, is not per se sufficient to
decedent’s last will and testament, together with justify denial of probate. Impossibility of
former Governor Emilio Rustia of Bulacan, substitution of this page is assured not only the
Judge Ramon Ino, and a little girl. fact that the testatrix and two other witnesses did
sign the defective page, but also by its bearing
Of the said three instrumental witnesses to the the coincident imprint of the seal of the notary
execution of the decedent’s last will and public before whom the testament was ratified
testament attorneys Torres and Natividad were by testatrix and all three witnesses. The law
in the Philippines at the time of the hearing, and should not be so strictly and literally interpreted
both testified as to the due execution and as to penalize the testatrix on account of the
authenticity of the said will. So did the Notary inadvertence of a single witness over whose
Public before whom the will was acknowledged conduct she had no control, where the purpose
by the testatrix and attesting witnesses, and also of the law to guarantee the identity of the
attorney Fermin Samson, who actually prepared testament and its component pages is
the document. The latter also testified upon sufficiently attained, no intentional or deliberate
cross examination that he prepared one original deviation existed, and the evidence on record
and two copies of Josefa Villacorte’s last will and attests to the full observance of the statutory
testament at his house in Baliuag, Bulacan, but requisites. Otherwise, as stated in Vda. de Gil v.
he brought only one original and one signed Murciano, 88 Phil. 260; 49 Off. Gaz. 1459, at
copy to Manila, retaining one unsigned copy in 1479 (decision on reconsideration) "witnesses
Bulacan. may
sabotage the will by muddling or bungling it or
CFI Ruling:
the attestation clause."
After several hearings CFI admitted the will
and its duplicate to probate. That the failure of witness Natividad to sign page
three (3) was entirely through pure oversight is
shown by his own testimony as well as by the
Issue/s duplicate copy of the will, which bears a
complete set of signatures in every page. The
Whether Josefa’s will is executed in
text of the attestation clause and the
accordance with the required formalities?
acknowledgment before the Notary Public
(YES)
likewise evidence that no one was aware of the
defect at the time.
Ruling:
On the alleged falsity of the signature of Josefa
The court ruled in the AFFIRMATIVE, they held
on the duplicate: the Supreme Court was not
that the inadvertent failure of one witness to affix
convinced by the witness of the oppositor: one,
his signature to one page of a testament, due to
because it is directly contradicted by expert for
the proponents, two and principally because On the alleged slight variance in blueness of the
standards used by him. The expert has used as ink of the signatures does not appear reliable,
standards only three other signatures of the considering the standard and challenged
testatrix besides those affixed to the original and writings were affixed to different kinds of paper,
the SC felt that with so few standards the with different surfaces and reflecting power.
expert's opinion becomes extremely hazardous.
There were no radical differences that would Disposition:
justify the charge of forgery, taking into account
the advanced age of the testatrix, the evident IN VIEW OF THE FOREGOING, the decision
variability of her signatures, and the effect of appealed from is AFFIRMED, with costs against
writing fatigue, the duplicate being signed right appellants.
the original.
BARTOLO
3B Wills Digests
be deemed as signature to the attestation clause.
Ruling
Doctrine of the Case
The attestation clause is 'a memorandum of the facts The Supreme Court held in the NEGATIVE.
attending the execution of the will' required by law to
be made by the attesting witnesses, and it must The attestation clause is 'a memorandum of the facts
necessarily bear their signatures. An unsigned attending the execution of the will' required by law to
attestation clause cannot be considered as an act of be made by the attesting witnesses, and it must
the witnesses, since the omission of their signatures necessarily bear their signatures. An unsigned
at the bottom thereof negatives their participation. attestation clause cannot be considered as an act of
the witnesses, since the omission of their signatures
at the bottom thereof negatives their participation.
Parties – Roles
Vicente Cagro - testator The signatures on the left-hand margin are in
compliance with the legal mandate that the will be
signed on the left-hand margin of all its pages. If an
Facts
attestation clause not signed by the three witnesses
Vicente Cagro died in Laoangan, Pambujan, Samar on
at the bottom thereof, be admitted as sufficient, it
February 14, 1949, leaving a will. The CFI Samar
would be easy to add such clause to a will on a
admitted his will into probate.
subsequent occasion and in the absence of the
testator and any or all of the witnesses.
Appellant’s Contentions
The probate of the will was objected by the appellant
Hence, the signatures on the left-hand margin does
because the attestation clause is not signed by the
not substantially comply with the requirements of the
attesting witnesses. It must be noted, however, that
law. The probate of the will is DENIED.
the lefthand margin of the page containing the
attestation clause is signed by the attestation
witnesses.
Disposition:
Arguments of Petitioner and Appellee Wherefore, the appealed decision is reversed and the
The signatures of the 3 witnesses on the left-hand probate of the will in question denied. So ordered with
margin is substantial compliance with the law and may costs against the petitioner and appellee.
Faith Yancha
3B WILLS Digests
26. Nera vs. Rimandi small room with the testator and the other
Date: February 27, 1911 subscribing witnesses at the time when they
attached their signatures to the instrument, and
this finding, of course, disposes of the appeal
G.R. No. L-5971 Ponente: CARSON, J
Had this subscribing witness been proven to have
Related-Article: Tickler:
been in the outer room at the time when the
805
testator and the other subscribing witnesses
attached their signatures to the instrument in the
inner room, it would have been invalid as a will,
Doctrine of the Case
the attaching of those signatures under
circumstances not being done "in the presence"
The true test of presence of the testator and the
of the witness in the outer room. This because the
witnesses in the execution of a will is not whether
line of vision from this witness to the testator and
they actually saw each other sign, but whether
the other subscribing witnesses would
they might have been seen each other sign, had
necessarily have been impeded by the curtain
they chosen to do so, considering their mental
separating the inner from the outer one "at the
and physical condition and position with relation
moment of inscription of each signature
to each other at the moment of inscription of each
signature.
Disposition: The decree entered by the court
Parties – Roles
below admitting the instrument propounded
therein to probate as the last will and testament of
BEATRIZ NERA, ET AL., plaintiffs-appellees,
Pedro Rimando, deceased, is affirmed
NARCISA RIMANDO, defendant-appellant.
Facts
CA Ruling: N/A
Issue/s
Ruling
TEODORO CANEDA, LORENZA CANEDA, TERESA Manigos, in the preparation of that last will. It was
CANEDA, JUAN CABALLERO, AUREA declared therein, among other things, that the testator
CABALLERO, OSCAR LAROSA, HELEN was leaving by way of legacies and devises his real
CABALLERO, SANTOS CABALLERO, PABLO and personal properties to Presentacion Gaviola,
CABALLERO, VICTOR RAGA, MAURICIA RAGA, Angel Abatayo, Rogelio Abatayo, Isabelito Abatayo,
QUIRICA RAGA, RUPERTO ABAPO, represented Benoni G. Cabrera and Marcosa Alcantara, all of whom
herein by his Attorney-in-Fact, ARMSTICIA* do not appear to be related to the testator.
ABAPO VELANO, and CONSESO CANEDA,
represented herein by his heirs, JESUS CANEDA, Four months later, Mateo Caballero himself filed a
NATIVIDAD CANEDA and ARTURO CANEDA, petition, docketed as Special Proceeding No. 3899-R
petitioners, vs. HON. COURT OF APPEALS and before the then Court of First Instance of Cebu seeking
WILLIAM CABRERA, as Special Administrator of the probate of his last will and testament. On May 29,
the Estate of Mateo Caballero, respondents. 1980, the testator passed away before his petition
May 28, 1993 could finally be heard by the probate court. Benoni
Cabrera, one of the legatees named in the will, sought
G.R. No.: 103554 Ponente: Regalado, J.
his appointment as special administrator of the
testator's estate, the estimated value of which was
Related Article: Tickler: attestation clause,
P24,000.00, and he was so appointed by the probate
Art. 805 – Formal widower, attesting witness,
court in its order.
requirements of an substantial compliance
ordinary will
Thereafter, herein petitioners, claiming to be nephews
Art 809 –
and nieces of the testator, instituted a second petition,
substantial
entitled "In the Matter of the Intestate Estate of Mateo
compliance
Caballero" and docketed as Special Proceeding No.
3965-R, before the same court. Petitioners had their
Doctrine of the Case said petition intestate proceeding consolidated with
An attestation clause refers to that part of an ordinary Special Proceeding No. 3899-R in Branch II of the
will whereby the attesting witnesses certify that the Court of First Instance of Cebu and opposed thereat
instrument has been executed before them and to the the probate of the Testator's will and the appointment
manner of the execution the same. It provides strong of a special administrator for his estate.
legal guaranties for the due execution of a will and to
insure the authenticity thereof. Under the third Benoni Cabrera died hence the probate court,
paragraph of Article 805, such a clause, the complete appointed William Cabrera as special administrator.
lack of which would result in the invalidity of the will. Thereafter, it issued an order for the return of the
records of Special Proceeding No. 3965-R to the
archives since the testate proceeding for the probate of
the will had to be heard and resolved first.
Parties – Roles
Mateo Caballero – testator
Teodoro Caneda et. al – nephews and nieces of In the course of the hearing in Special Proceeding No.
Martin; oppositors to the probate of the will 3899-R, herein petitioners appeared as oppositors and
William Cabrera – special administrator of the estate objected to the allowance of the testator's will on the
of Mateo Caballero ground that on the alleged date of its execution, the
testator was already in the poor state of health such
that he could not have possibly executed the same.
Petitioners likewise reiterated the issue as to the
Facts
genuineness of the signature of the testator therein. On
the other hand, one of the attesting witnesses, Cipriano
Mateo Caballero, a widower without any children and
Labuca, and the notary public Atty. Filoteo Manigos,
already in the twilight years of his life, executed a last
testified that the testator executed the will in question
will and testament at his residence in Talisay, Cebu
in their presence while he was of sound and disposing
before three attesting witnesses, namely, Cipriano
mind and that, contrary to the assertions of the
Labuca, Gregorio Cabando and Flaviano Toregosa.
oppositors, Mateo Caballero was in good health and
The said testator was duly assisted by his lawyer, Atty.
was not unduly influenced in any way in the execution
Emilio Lumontad, and a notary public, Atty. Filoteo
of his will. Labuca also testified that he and the other
Abbey Garcia
3B WILLS Digests
witnesses attested and signed the will in the presence It will be noted that Article 805 requires that the witness
of the testator and of each other. The other two should both attest and subscribe to the will in the
attesting witnesses were not presented in the probate presence of the testator and of one another.
hearing as they had died by then. "Attestation" and "subscription" differ in meaning.
Attestation is the act of senses, while subscription
RTC Ruling: is the act of the hand. The former is mental, the
The probate court rendered a decision declaring the latter mechanical, and to attest a will is to know that it
will in question as the last will and testament of the late was published as such, and to certify the facts required
Mateo Caballero and that it was executed in to constitute an actual and legal publication; but to
accordance with all the requisites of the law. The self- subscribe a paper published as a will is only to write on
serving testimony of the two witnesses of the the same paper the names of the witnesses, for the
oppositors cannot overcome the positive testimonies of sole purpose of identification.
Atty. Filoteo Manigos and Cipriano Labuca who clearly
told the Court that indeed Mateo Caballero executed Under the third paragraph of Article 805, such a
the Last Will and Testament. clause, the complete lack of which would result in
the invalidity of the will, should state (1) the number
Moreover, the fact that it was Mateo Caballero who of pages used upon which the will is written; (2) that the
initiated the probate of his Will during his lifetime when testator signed, or expressly caused another to sign,
he caused the filing of the original petition clearly the will and every page thereof in the presence of the
underscores the fact that this was indeed his Last Will. attesting witnesses; and (3) that the attesting
witnesses witnessed the signing by the testator of
CA Ruling: the will and all its pages, and that said witnesses
The respondent court affirmed the decision of the trial also signed the will and every page thereof in the
court ruling that the attestation clause in the last will of presence of the testator and of one another.
Mateo Caballero substantially complies with Article 805 Further, by attesting and subscribing to the will, the
of the Civil Code. witnesses thereby declare the due execution of the will
as embodied in the attestation clause. The attestation
clause, therefore, provides strong legal guaranties
Issue/s for the due execution of a will and to insure the
authenticity thereof. As it appertains only to the
Whether the attestation clause contained in the last will witnesses and not to the testator, it need be signed only
and testament of the late Mateo Caballero complies by them. Where it is left unsigned, it would result in the
with the requirements of Article 805, in relation to invalidation of the will as it would be possible and easy
Article 809, of the Civil Code. (NO) to add the clause on a subsequent occasion in the
absence of the testator and the witnesses.
Ruling
In Taboada vs. Rizal, we clarified that attestation
consists in witnessing the testator's execution of
The Court ruled in the negative.
the will in order to see and take note mentally that
those things are done which the statute requires
An attestation clause refers to that part of an
for the execution of a will and that the signature of
ordinary will whereby the attesting witnesses
the testator exists as a fact. On the other hand,
certify that the instrument has been executed
subscription is the signing of the witnesses' names
before them and to the manner of the execution the
upon the same paper for the purpose of identification
same. It is a separate memorandum or record of the
of such paper as the will which was executed by the
facts surrounding the conduct of execution and once
testator. As it involves a mental act, there would be no
signed by the witnesses, it gives affirmation to the
means, therefore, of ascertaining by a physical
fact that compliance with the essential formalities
examination of the will whether the witnesses had
required by law has been observed. It is made for
indeed signed in the presence of the testator and of
the purpose of preserving in a permanent form a
each other unless this is substantially expressed in the
record of the facts that attended the execution of a
attestation.
particular will, so that in case of failure of the memory
of the attesting witnesses, or other casualty, such facts
The Court agrees that the attestation clause fails to
may still be proved.
specifically state the fact that the attesting
Abbey Garcia
3B WILLS Digests
witnesses the testator sign the will and all its pages complained of in the present case since there is no
in their presence and that they, the witnesses, plausible way by which we can read into the
likewise signed the will and every page thereof in questioned attestation clause any statement, or an
the presence of the testator and of each other. implication thereof, that the attesting witnesses did
actually bear witness to the signing by the testator of
What is fairly apparent upon a careful reading of the the will and all its pages and that said instrumental
attestation clause herein assailed is the fact that while witnesses also signed the will and every page thereof
it recites that the testator indeed signed the will and all in the presence of the testator and of one another.
its pages in the presence of the three attesting
witnesses and states as well the number of pages that The rule on substantial compliance in Article 809
were used, the same does not expressly state cannot be invoked or relied on by respondents since it
therein the circumstance that said witnesses presupposes that the defects in the attestation clause
subscribed their respective signatures to the will in can be cured or supplied by the text of the will or a
the presence of the testator and of each other. The consideration of matters apparent therefrom which
phrase "and he has signed the same and every page would provide the data not expressed in the attestation
thereof, on the spaces provided for his signature and clause or from which it may necessarily be gleaned or
on the left hand margin," obviously refers to the testator clearly inferred that the acts not stated in the omitted
and not the instrumental witnesses as it is immediately textual requirements were actually complied with in the
preceded by the words "as his Last Will and execution of the will. In other words, the defects must
Testament." be remedied by intrinsic evidence supplied by the will
itself.
On the other hand, although the words "in the
presence of the testator and in the presence of In the case at bar, contrarily, proof of the acts
each and all of us" may, at first blush, appear to required to have been performed by the attesting
likewise signify and refer to the witnesses, it must witnesses can be supplied only by extrinsic
however, be interpreted as referring only to the evidence thereof, since an overall appreciation of the
testator signing in the presence of the witnesses contents of the will yields no basis whatsoever from
since said phrase immediately follows the words "he which such facts may be plausibly deduced. It may thus
has signed the same and every page thereof, on the be stated that the rule, as it now stands, is that
spaces provided for his signature and on the left hand omissions which can be supplied by an examination of
margin." What is then clearly lacking, in the final the will itself, without the need of resorting to extrinsic
logical analysis, is the statement that the evidence, will not be fatal and, correspondingly, would
witnesses signed the will and every page thereof in not obstruct the allowance to probate of the will being
the presence of the testator and of one another. It assailed. However, those omissions which cannot be
is our considered view that the absence of that supplied except by evidence aliunde would result in the
statement required by law is a fatal defect or invalidation of the attestation clause and ultimately, of
imperfection which must necessarily result in the the will itself.
disallowance of the will that is here sought to be
admitted to probate.
Disposition:
Petitioners are correct in pointing out that the
aforestated defect in the attestation clause obviously Wherefore, the petition is hereby GRANTED and the
cannot be characterized as merely involving the form impugned decision of respondent court is hereby
of the will or the language used therein which would REVERSED and SET ASIDE. The court a quo is
warrant the application of the substantial compliance accordingly directed to forthwith DISMISS its Special
rule, as contemplated in Article 809 of the Civil Code. Proceeding No. 3899-R (Petition for the Probate of the
Where the attestation clause totally omits the fact Last Will and Testament of Mateo Caballero) and to
that the attesting witnesses signed each and every REVIVE Special Proceeding No. 3965-R (In the matter
page of the will in the presence of the testator and of the Intestate Estate of Mateo Caballero) as an active
of each other, the defect is not only in the form or case and thereafter duly proceed with the settlement of
the language of the attestation clause but the total the estate of the said decedent.
absence of a specific element required by Article
805 to be specifically stated in the attestation
clause of a will. That is precisely the defect
Abbey Garcia
3B WILLS Digests
CFI Ruling:
CFI allowed its probate.
Izel Tan
3B [WILLS] Digests
FELIX AZUELA vs. COURT OF APPEALS & Geralda Castillo – attorney-in-fact of the 12
CASTILLO legitimate heirs
April 12, 2006
G.R. No.: 122880 Ponente: J. Tinga
Facts
Related Article: Tickler:
Article 805 & 806 in
relation to 809 Petitioner filed with the RTC probate proceedings
seeking the admission of the notarial will of Eugenia
Igsolo. The will consisted of 2 pages and written in
Doctrine of the Case Filipino.
The signatures on the left-hand corner of every page The three witnesses affixed their signatures on the left-
signify, among others, that the witnesses are aware hand margin of both pages, but not at the bottom of the
that the page they are signing forms part of the will. On attestation clause.
the other hand, the signatures to the attestation clause
establish that the witnesses are referring to the The probate petition adverted to only two (2) heirs,
statements contained in the attestation clause itself. legatees and devisees of the decedent, namely:
Indeed, the attestation clause is separate and apart petitioner himself, and one Irene Lynn Igsolo, who was
from the disposition of the will. An unsigned attestation alleged to have resided abroad. Petitioner prayed that
clause results in an unattested will. the will be allowed, and that letters testamentary be
issued to the designated executor, Vart Prague.
[Faye G. Ramirez]
3B [WILLS] Digests
Lamberto Leano, and Juanito Estrada. The RTC also or by the testator's name written by some other person
called to fore "the modern tendency in respect to the in his presence, and by his express direction, and
formalities in the execution of a will . . . with the end in attested and subscribed by three or more credible
view of giving the testator more freedom in expressing witnesses in the presence of the testator and of one
his last wishes; another.
[Faye G. Ramirez]
3B [WILLS] Digests
[Faye G. Ramirez]