Documente Academic
Documente Profesional
Documente Cultură
DECISION
PARAS, J.:
This is a petition for review on certiorari of the Decision of
Respondent Appellate Court[1] dated December 29, 1984 in AC-G.R.
CV No. 60048 (Rollo, p. 39), affirming in toto the decision of the
Court of First Instance of Zamboanga del Norte, dated October 24,
1974 in Civil Case No. 2234 for Partition and Damages (Rollo, p. 65),
the dispositive portion of which reads as follows:
"IN VIEW OF THE FOREGOING CONSIDERATIONS, the Court is of
the opinion and so holds that the preponderance of evidence is in
favor of defendants, and against the plaintiffs, wherefore, judgment is
hereby rendered as follows:
I. Declaring the defendants as the absolute owners of ¾ portion of
Lot 86, known as Lot No. 86-B, of the sketch plan (Exh. 3) consisting
of 1,109 square meters, including the improvements thereon.
II. Declaring the plaintiffs the absolute owners of ¼ undivided share
in Lot 86 known as Lot NO. 86-A of the sketch plan (Exh. 3)
consisting of 487 square meters, together with the improvements
thereon.
III. Declaring Transfer Certificate of Title No. T-4569 (Exh. A & 16)
null and void and of no legal effect; and ordering the Register of
Deeds of Zamboanga del Norte to issue a new certificate of title in the
names of plaintiffs, &fract14; undivided share of Lot 86, and also in
the names of the defendants, ¾ share of said lot, at the expense of
plaintiffs.
IV. Ordering the plaintiffs to pay attorney's fees in the sum of
P700.00 and costs of this action."
and of its Resolution dated July 23, 1984 (Rollo, p. 49), denying
petitioners' Motion for Reconsideration dated April 4, 1984.
The facts of the case as found by respondent Appellate Court, are as
follows:
"It appears that Lot No. 86 of Cad. Survey
of Lubungan, Zamboanga del Norte with an area of 1,589 square
meters was originally registered on August 18, 1919 under Original
Certificate of Title No. R0-1708 (6515) per Exh. 15 in the names of
'SimpliciaBagsican, a widow; Pedro Gurdiel, married
to Simplicia Adrias; Delfina Gurdiel, the wife of Jose Dalman;
and Cristeto Gurdiel, single, in the proportion of ½ share to the first
named and the remaining ½ in undivided equal shares to the last
three x x x ', pursuant to a decree dated March 2,
1917. Sometime in 1917, a portion of said lot 86 was sold by
Pedro Gurdiel to Perfecto Jalosjos, defendants' father. After the sale,
Perfecto Jalosjos took possession of the portion of Lot 86 sold, and
constructed a residential house thereon. Sometime in 1919,
Perfecto Jalosjos declared for taxation the portion of Lot 86 occupied
by him consisting of 1,023 square meters under Tax Declaration 7030
(Exh. 4). Simplicia Bagsican died in 1934 and was survived by her
children, namely: Pedro Gurdiel, Delfina Gurdiel married to
Jose Dalman and Cristeto Gurdiel. Delfina Gurdiel died in 1939 and
was survived by her children, namely: Iñigo, Jovita, Solomon,
Rosario, Celso, Priscila, Publeo and Geronimo, all
surnamed Dalman while Cristeto, 'just before the war disappeared
and was never heard from up to the present and is therefore
presumed dead x x x' per Exhibit 14. On March 13, 1958,
Pedro Gurdiel and the heirs of Delfina G. Dalman executed a 'Deed of
Extrajudicial partition and confirmation of Previous Sale' (Exh. 14)
whereby, the ½ pro-indiviso share of Simplicia Bagsican in Lot Nos.
86 and 9 as well as the interest of
Pedro Gurdiel, Delfina G. Dalman and Cristeto Gurdiel were
adjudicated to the surviving heirs ofSimplicia Bagsican, as
follows: Lot 86 to Pedro Gurdiel and Lot 9 to the Dalmans. In the
same document (Exh. 14) Pedro Gurdielfurther confirmed and
ratified the sale made by him 'many years ago' of 'one-fourth (14)
interest in Lot No. 86' to Perfecto Jalosjos. Upon the registration
of Exh. 14 on October 24, 1958, Original Certificate of Title No. R0-
1708 (6515) for Lot No. 86 was cancelled and in lieu thereof, Transfer
Certificate of Title No. T-4569 (Exh. A) was issued in the names of
'Pedro Gurdiel married to Simplicia Adrias, ¾ share; and
Perfecto Jalosjos married to Bonifacia Lorete &fract14; share x x x.'
Pedro Gurdiel died sometime in 1958 and was survived by his
widow Simplicia Adrias and 8 children,
namely: Anacorita, Ireneo, Lucrecia, Amparo, Cresencio,
Antonio, Vibesa and Dominador, all surnamed Gurdiel. It appears
that some of the heirs of Pedro Gurdiel conveyed their 1/9 share in
Lot No. 86 pertaining to the share of the late father. On December 21,
1970, the abovementioned heirs of the deceased
Pedro Gurdiel executed an 'Extrajudicial Settlement of Estate of
Deceased Person with Simultaneous Deed of Sale and Confirmation
of Previous Sales' (Exh. F) whereby the 'three fourth (¾) share over a
parcel of land x x x designated as Lot No. 86 x x x covered by Transfer
Certificate of Title T-4569 x x x' of the deceased Pedro Gurdiel was
first adjudicated to his 8 children in 1/9 share each,
except Dominador Gurdiel who had acquired the 1/9 share of his
mother and was given 2/9 share; and thereafter, taking cognizance of
the various conveyances made by some of the heirs in favor
of Vibesa Gurdiel married to Francisco Cimafrancadeclared the latter
the owner of 7/9 share of ¾ of the lot. It appears that the other 2/9
shares were acquired by the sisters FidelaEguia and Caridad Eguia,
1/9 share each, who are co-plaintiffs in this case and owners of an
adjoining Lot No. 87" (Rollo, pp. 42-42-A).
When surveyed on June 12, 1971, the portion occupied by plaintiffs
(petitioners herein) had an area of 487 square meters while the
portion occupied by defendants (private respondents herein) had an
area of 1,109 square meters as shown in the Sketch Plan. (Rollo, p. 77
and pp. 44-45).
On December 10, 1971, petitioners filed a Complaint for Partition and
Damages seeking the partition of the property in question and
the reconveyance by private respondents of the excess portion they
had been allegedly illegally occupying, the demolition and transfer of
their residential building and fence, as well as damages (Rollo, p.
51). Said complaint was amended on January 26, 1972 to include
private respondent Bonifacia Lorete Vda. de Jalosjos (Rollo, p.
55). On January 25, 1972, private respondents filed their answer
(Rollo, p. 58), praying for the cancellation of TCT No. T-4569, and
for an award of damages by way of counterclaim (Rollo, p. 61).
On February 7, 1972, petitioners filed their answer to the
counterclaim, arguing among other things, that TCT No. T-4569
which respondents sought to nullify, is and has always been valid and
binding against the whole world, and its validity cannot now be
properly raised in the instant suit (Rollo, p. 64).
The trial court decided in favor of the defendants and petitioners
appealed to respondent Intermediate Appellate Court which,
however, affirmed the decision of the lower court in toto. Thus, this
petition for review. A true copy of the Record on Appeal was sent to
the Court by registered mail on August 31, 1984.
On September 25, 1984, petitioners filed their petition with this Court
(Rollo, p. 9). In a resolution of the Second Division dated January 23,
1985, the Court resolved to require the respondents to comment on
the petition (Rollo, p. 126) which comment was filed by respondents
on March 8, 1985 (Rollo, p. 130). Petitioners' reply was filed on
March 29, 1985 (Rollo, p. 136).
On September 25, 1985, the Court, through the Second Division,
resolved to give due course to the petition and to require the parties
to submit their respective memoranda within twenty (20) days from
notice (Rollo, p. 141). Petitioners filed their memorandum on
December 2, 1985 (Rollo, p. 154); respondents filed theirs on
December 23, 1985 (Rollo, p. 171).
Petitioners raised the following points:
I. THE RESPONDENT COURT'S INFERENCE THAT TCT NO. T-
4569 IS A NULLITY HAS NO LEGAL BASIS.
II. THE RESPONDENT COURT'S FINDING THAT LACHES HAS
SUPERVENED IS NOT IN ACCORD WITH APPLICABLE LAW AND
JURISPRUDENCE.
III. THE RESPONDENT COURT'S CONCLUSION THAT THE
PORTION ACQUIRED BY PERFECTO JALOSJOS FROM PEDRO
GURDIEL IN 1917 CONSISTED OF A DETERMINATE ¾ PORTION
OF LOT NO. 86 IS MANIFESTLY MISTAKEN.
IV. THE RESPONDENT COURT'S PRONOUNCEMENT THAT THE
ACTUATION OF PRIVATE RESPONDENTS AND THEIR
PREDECESSORS-IN-INTEREST OVER A ¾ PORTION OF LOT NO.
86 HAD VALIDLY AND EFFECTIVELY PUT AN END TO THE CO-
OWNERSHIP OVER SAID LOT IS CONTRARY TO LAW AND
APPLICABLE DECISIONS OF THIS HONORABLE TRIBUNAL.
The petition is impressed with merit.
The trial court found that TCT No. T-4569 issued in the names of
Pedro Gurdiel, ¾ share and Perfecto Jalosjos, &fract14; share based
on the deed of partition executed by Pedro Gurdiel and his co-heirs
on October 6, 1958 (Entry No. 7899) which is purely self-serving, is a
patent nullity (Rollo, p. 78, par. 20); the deed of extrajudicial
partition of Lot 86 was effected without the consent of defendants
(Rollo, p. 80). Respondent Court paraphrased the ruling, as
follows: "Plaintiffs cannot avail of the extrajudicial partition which
was executed in 1958 without the knowledge and participation of the
defendants and in fraud of defendants' rights and interest over Lot
No. 86 which document became the basis for the issuance of TCT No.
T-4569 (Exh. A), as an excuse to avoid the consequences of their own
unjustified inaction and as a basis for the assertion of a right on which
they have slept for so long" (Rollo, p. 48). In other words, respondent
Court is of the view that TCT No. T-4569 is a patent nullity
proceeding from the fact that the deed of extrajudicial partition was
executed without the participation of defendants, and therefore in
fraud of their rights and interests, and after laches could already be
invoked against petitioners and their predecessors.
Petitioners question this conclusion of respondent Court as not being
based on any clear and distinct statement of the facts and the law,
TCT No. T-4569 having become incontrovertible
and imprescriptible by virtue of the lapse not only of four (4) but of
thirteen (13) long years from its issuance in 1958 before its validity
was challenged in private respondents' counterclaim filed in 1972;
and that private respondents are in estoppel or are barred by
prescription and laches from questioning the validity and binding
effect of TCT No. T-4569 or of the deed of partition of 1958 (Rollo, p.
155).
It is undisputed that the questioned deed of extrajudicial partition
was executed by Pedro Gurdiel and the heirs of Delfina G. Dalman on
March 13, 1958 whereby Lot 86 was adjudicated to Pedro Gurdiel and
Lot 9 to the Dalmans. It is equally undisputed that in the same
document Pedro Gurdiel confirmed and ratified the sale made by him
"many years ago" of one-fourth (&fract14;) interest in Lot 86 to
Perfecto Jalosjos and that upon registration of the document on
October 24, 1958, Original Certificate of Title No. RO-1708 (6515) for
Lot 86 was cancelled and in lieu thereof TCT No. T-4569 was issued
in the names of Pedro Gurdiel married to Simplicia Adrias, ¾ share
and Perfecto Jalosjos married to Bonifacia Lorete, &fract14; share
(Rollo, pp. 41-42).
Until 1972 respondents had not questioned the validity of the deed of
extrajudicial partition in 1958, nor the issuance of TCT No. T-4569
but only as a counterclaim to petitioners' complaint for
partition (Rollo, p. 62).
The main issue in this case is whether or not after the lapse of
fourteen (14) years respondent can still question the validity of the
deed of extrajudicial partition and subsequently TCT No. T-4569.
On this issue, the Supreme Court in various cases ruled in the
negative, as follows:
"The action to annul a deed of extrajudicial settlement upon the
ground of fraud may be filed within four years from the discovery of
the fraud. Such discovery is deemed to have taken place when said
instrument was filed with the Register of Deeds and new
certificates of title were issued in the name of respondents
respectively. x x x the registration of the deed of extra-judicial
settlement constitute constructive notice to the whole world."
(Gerona v. De Guzman, 11 SCRA 154 and 157 [1964] citing Diaz v.
Gornicho, L-11229, March 29, 1958; Avecilla v. Yatco, L-11578, May
14, 1958; J.M. Tuason & Co., Inc. v. Magdangal, L-15539, January
30, 1962; Lopez v. Gonzaga, L-18788, January 31, 1964)."
An action for reconveyance of real property on the ground of fraud
must be filed within four (4) years from the discovery of the
fraud. Such discovery is deemed to have taken place from the
issuance of the certificates of title (Baldin v. Medalla, 108 SCRA
666). Respondents had only four years from October, 1958 or until
1962 to bring this action, which respondents failed to do.
Moreover, the records show that respondents and their predecessors
can be charged not only with constructive notice but with actual
notice of the fraud, if any, in 1958, as well. As pointed out by
petitioners, Librado Balbosa, an employee of the Registry of Deeds
of Zamboanga, testified that the person who presented the 1958 deed
of partition for registration in the Office of the Registry of Deeds was
the late Perfecto Jalosjos himself (Rollo, p. 17) and it was
respondent Aracelita Jalosjos who received owner's copy of TCT No.
T-4569 and delivered the copy to her father who was still alive at that
time (Rollo, p. 74).
For laches to attach, the following elements must be present: (1)
Conduct on the part of the defendant or one under whom he claims,
giving rise to the situation of which complaint is made and for which
the complainant seeks remedy; (2) Delay in asserting the
complainant's right, the complainant having had knowledge or notice
of the defendant's conduct and having been afforded an opportunity
to institute a suit; (3) Lack of knowledge or notice on the part of the
defendant that the complainant would assert the right on which he
bases his suit; and (4) Injury or prejudice to the defendant in the
event relief is accorded to the complainant, or the suit is not held to
be barred (De Lucas v. Gamponia, 100 Phil. 277; Abraham v. Recto-
Kasten, 4 SCRA 298; Nielson & Co., INC. v. Lepanto Consolidated
Mining Corp., 18 SCRA 1040; San Miguel Corporation v. Cruz, 31
SCRA 819; Yusingco v. Ong Hing Lian, 42 SCRA 589; Perez v. Ong
Chua, 116 SCRA 732; Rafols v. Barba, 119 SCRA 146; Chacon
Enterprises v. Court of Appeals, 124 SCRA 784).
Respondents have not taken any step to have the deed of extrajudicial
partition corrected, if it is true as they claim it is, that what had been
sold to their father is ¾ share of Lot 86 instead of &fract14; share. It
is now both too late and bereft of basis to ask for the cancellation of
TCT No. T-4569. Inaction and neglect of a party to assert a right can
convert a valid claim into a stale demand (Perez v. Ong Chua, 116
SCRA 732 [1982]). An estoppel by laches arises from the negligence
or omission to assert a right within a reasonable time, warranting a
presumption that the party entitled to assert it either has abandoned
it or declined to assert it (Municipality of Carcar v. CFI of
Cebu, Barile Branch, 119 SCRA 392 [1982]; Gumpin v. Court of
Appeals, 120 SCRA 687 [1983]; Guerrero v. Court of Appeals, 126
SCRA 109 [1983]; De Castro v. Tan, 129 SCRA 85 [1984]; Medija v.
Patcho, 132 SCRA 540 [1984]; Burgos v. Chief of Staff of the Phil.,
133 SCRA 800 [1984]; Corro v. Lising, 137 SCRA 541
[1985]; Tejido v. Zamacoma, 138 SCRA 78 [1985]).
Unfortunately, as things turned out, the lower court found petitioners
guilty of laches as respondents had already been in possession of ¾
portion of the lot for the last fifty-four (54) years before they filed
their complaint in 1971 (Rollo, p. 80) which conclusion was sustained
by respondent Appellate Court (Rollo, p. 46). Such conclusion is
untenable even for the sake of argument for Lot 86 is registered land
and registered lands are not subject to prescription. Adverse,
notorious and continuous possession under a claim of ownership for
the period fixed by law is ineffective against a Torrens Title
(Bolanos v. J.M. Tuason & Co., Inc., 37 SCRA 223 [1971]; Republic v.
Lichauco, 46 SCRA 305 [1972]; Spouses Co v. Serafin, 121 SCRA 61
[1982]; Mendiola v. Court of Appeals, 106 SCRA 130
[1981]; Umbay v. Alecha, 135 SCRA 427 [1985]). Unless there are
intervening rights of third persons which may be affected or
prejudiced by a decision directing the return of the lot to petitioners,
the equitable defense of laches will not apply as against the registered
owners (Urbano v. Concepcion, 94 SCRA 212 [1979]).
Respondent Court relied on the case of Arcuino v. Agaris (22 SCRA
407 [1962]) where the Court ruled in favor of defendants and their
predecessors-in-interest, they having been in possession of the lot in
litigation, for 26 years. Plaintiffs had sought to recover the lot in an
action for recovery of possession, damages and legal redemption,
alleging their co-ownership over the land to the extent of ¾ thereof.
It will be observed, however, that there is hardly any similarity
between said case and the case at bar. In the former, the Court ruled
that plaintiffs were not registered owners. They merely claimed to
have acquired, by succession their alleged title or interest in Lot No.
355. At any rate, plaintiffs therein were guilty of laches.
On the other hand, in the present case, a Torrens Title is involved,
and this Title gives petitioners ¾, and respondents only ¼ of the
land. Nor are petitioners guilty of laches, the respondents' claim
having been made only after a survey made of the land in 1972.
In fact, petitioners' claim that it is private respondents themselves
who are in estoppel or are barred by prescription and laches from
questioning the validity and binding effect of TCT No. T-4569 (Rollo,
p. 17) is well taken under the circumstances considering particularly
the time that has elapsed since the issuance of the pertinent Torrens
Title. Besides, a Torrens title cannot be attacked collaterally. The
issue on its validity can be raised only in an action expressly
instituted for that purpose (Magay v. Estiandan, 69 SCRA 456
[1976]; Barrios v. Court of Appeals, 78 SCRA 427 [1977]). The
efficacy and integrity of the Torrens System must be protected
(Director of Lands v. Court of Appeals, 102 SCRA 130 [1981]).
PREMISES CONSIDERED, the decision of respondent Court is
hereby REVERSED and SET ASIDE, and a new one is hereby
rendered, ordering the actual partition of the property in accordance
with TCT No. T-4569, ¾ share to petitioners and ¼ share to
respondents.
SO ORDERED.
Fernan, (Chairman), Alampay, Gutierrez, Jr., and Padilla, JJ., concur.
Bidin, J., no part.
OZAETA, J.:
Ernesto M. Guevarra and Rosario Guevara, ligitimate son and natural daughter,
respectively, of the deceased Victorino L. Guevara, are litigating here over their
inheritance from the latter. The action was commenced on November 12, 1937, by
Rosario Guevara to recover from Ernesto Guevara what she claims to be her strict
ligitime as an acknowledged natural daughter of the deceased — to wit, a portion of
423,492 square meters of a large parcel of land described in original certificate of
title No. 51691 of the province of Pangasinan, issued in the name of Ernesto M.
Guervara — and to order the latter to pay her P6,000 plus P2,000 a year as damages
for withholding such legitime from her. The defendant answered the complaint
contending that whatever right or rights the plaintiff might have had, had been
barred by the operation of law.
It appears that on August 26, 1931, Victorino L. Guevara executed a will (exhibit A),
apparently with all the formalities of the law, wherein he made the following
bequests: To his stepdaughter Candida Guevara, a pair of earrings worth P150 and a
gold chain worth P40; to his son Ernesto M. Guevara, a gold ring worth P180 and all
the furniture, pictures, statues, and other religious objects found in the residence of
the testator in Poblacion Sur, Bayambang, Pangasinan; "a mi hija Rosario Guevara," a
pair of earrings worth P120; to his stepson Piuo Guevara, a ring worth P120; and to
his wife by second marriage, Angustia Posadas, various pieces of jewelry worth
P1,020.
He also made the following devises: "A mis hijos Rosario Guevara y Ernesto M.
Guevara y a mis hijastros, Vivencio, Eduviges, Dionisia, Candida y Pio, apellidados
Guevara," a residential lot with its improvements situate in the town of Bayambang,
Pangasinan, having an area of 960 square meters and assessed at P540; to his wife
Angustia Posadas he confirmed the donation propter nuptias theretofore made by
him to her of a portion of 25 hectares of the large parcel of land of 259-odd hectares
described in plan Psu-66618. He also devised to her a portion of 5 hectares of the
same parcel of land by way of complete settlement of her usufructurary
right.1awphil.net
He set aside 100 hectares of the same parcel of land to be disposed of either by him
during his lifetime or by his attorney-in-fact Ernesto M. Guevara in order to pay all
his pending debts and to degray his expenses and those of his family us to the time
of his death.
The remainder of said parcel of land his disposed of in the following manner:
(d). — Toda la porcion restante de mi terreno arriba descrito, de la extension
superficial aproximada de ciento veintinueve (129) hectareas setenta (70) areas, y
veiticinco (25) centiares, con todas sus mejoras existentes en la misma, dejo y
distribuyo, pro-indiviso, a mis siguientes herederos como sigue:
A mi hijo legitimo, Ernesto M. Guevara, ciento ocho (108) hectareas, ocho (8) areas y
cincuenta y cuatro (54) centiareas, hacia la parte que colinda al Oeste de las cien
(100) hectareas referidas en el inciso (a) de este parrafo del testamento, como su
propiedad absoluta y exclusiva, en la cual extension superficial estan incluidas
cuarenta y tres (43) hectareas, veintitres (23) areas y cuarenta y dos (42) centiareas
que le doy en concepto de mejora.
A mi hija natural reconocida, Rosario Guevara, veintiun (21) hectareas, sesenta y un
(61) areas y setenta y un (71) centiareas, que es la parte restante.
Duodecimo. — Nombro por la presente como Albacea Testamentario a mi hijo
Ernesto M. Guevara, con relevacion de fianza. Y una vez legalizado este testamento, y
en cuanto sea posible, es mi deseo, que los herederos y legatarios aqui nombrados
se repartan extrajudicialmente mis bienes de conformidad con mis disposiciones
arriba consignadas.
Subsequently, and on July 12, 1933, Victorino L. Guevarra executed whereby he
conveyed to him the southern half of the large parcel of land of which he had
theretofore disposed by the will above mentioned, inconsideration of the sum of P1
and other valuable considerations, among which were the payment of all his debts
and obligations amounting to not less than P16,500, his maintenance up to his
death, and the expenses of his last illness and funeral expenses. As to the northern
half of the same parcel of land, he declared: "Hago constar tambien que reconozco a
mi referido hijo Ernesto M. guevara como dueño de la mitad norte de la totalidad y
conjunto de los referidos terrenos por haberlos comprado de su propio peculio del
Sr. Rafael T. Puzon a quien habia vendido con anterioridad."
On September 27, 1933, final decree of registration was issued in land registration
case No. 15174 of the Court of First Instance of Pangasinan, and pursuant thereto
original certificate of title No. 51691 of the same province was issued on October 12
of the same year in favor of Ernesto M. Guevara over the whole parcel of land
described in the deed of sale above referred to. The registration proceeding had
been commenced on November 1, 1932, by Victorino L. Guevara and Ernesto M.
Guevara as applicants, with Rosario, among others, as oppositor; but before the trial
of the case Victorino L. Guevara withdrew as applicant and Rosario Guevara and her
co-oppositors also withdrew their opposition, thereby facilitating the issuance of the
title in the name of Ernesto M. Guevara alone.
On September 27, 1933, Victorino L. Guevarra died. His last will and testament,
however, was never presented to the court for probate, nor has any administration
proceeding ever been instituted for the settlement of his estate. Whether the various
legatees mentioned in the will have received their respective legacies or have even
been given due notice of the execution of said will and of the dispositions therein
made in their favor, does not affirmatively appear from the record of this case. Ever
since the death of Victorino L. Guevara, his only legitimate son Ernesto M. Guevara
appears to have possessed the land adjudicated to him in the registration
proceeding and to have disposed of various portions thereof for the purpose of
paying the debts left by his father.
In the meantime Rosario Guevara, who appears to have had her father's last will and
testament in her custody, did nothing judicially to invoke the testamentary
dispositions made therein in her favor, whereby the testator acknowledged her as
his natural daughter and, aside from certain legacies and bequests, devised to her a
portion of 21.6171 hectares of the large parcel of land described in the will. But a
little over four years after the testor's demise, she (assisted by her husband)
commenced the present action against Ernesto M. Guevara alone for the purpose
hereinbefore indicated; and it was only during the trial of this case that she
presented the will to the court, not for the purpose of having it probated but only to
prove that the deceased Victirino L. Guevara had acknowledged her as his natural
daughter. Upon that proof of acknowledgment she claimed her share of the
inheritance from him, but on the theory or assumption that he died intestate,
because the will had not been probated, for which reason, she asserted, the
betterment therein made by the testator in favor of his legitimate son Ernesto M.
Guevara should be disregarded. Both the trial court and the Court of appeals
sustained that theory.
Two principal questions are before us for determination: (1) the legality of the
procedure adopted by the plaintiff (respondent herein) Rosario Guevara; and (2)
the efficacy of the deed of sale exhibit 2 and the effect of the certificate of title issued
to the defendant (petitioner herein) Ernesto M. Guevara.
I
We cannot sanction the procedure adopted by the respondent Rosario Guevara, it
being in our opinion in violation of procedural law and an attempt to circumvent
and disregard the last will and testament of the decedent. The Code of Civil
Procedure, which was in force up to the time this case was decided by the trial court,
contains the following pertinent provisions:
Sec. 625. Allowance Necessary, and Conclusive as to Execution. — No will shall pass
either the real or personal estate, unless it is proved and allowed in the Court of
First Instance, or by appeal to the Supreme Court; and the allowance by the court of
a will of real and personal estate shall be conclusive as to its due execution.
Sec. 626. Custodian of Will to Deliver. — The person who has the custody of a will
shall, within thirty days after he knows of the death of the testator, deliver the will
into the court which has jurisdiction, or to the executor named in the will.
Sec. 627. Executor to Present Will and Accept or Refuse Trust. — A person named as
executor in a will, shall within thirty days after he knows of the death of the testor,
or within thirty days after he knows that he is named executor, if he obtained such
knowledge after knowing of the death of the testor, present such will to the court
which has jurisdiction, unless the will has been otherwise returned to said court,
and shall, within such period, signify to the court his acceptance of the trust, or
make known in writing his refusal to accept it.
Sec. 628. Penalty. — A person who neglects any of the duties required in the two
proceeding sections, unless he gives a satisfactory excuse to the court, shall be
subject to a fine not exceeding one thousand dollars.
Sec. 629. Person Retaining Will may be Committed. — If a person having custody of a
will after the death of the testator neglects without reasonable cause to deliver the
same to the court having jurisdiction, after notice by the court so to do, he may be
committed to the prison of the province by a warrant issued by the court, and there
kept in close confinement until he delivers the will.
The foregoing provisions are now embodied in Rule 76 of the new Rules of Court,
which took effect on July 1, 1940.
The proceeding for the probate of a will is one in rem, with notice by publication to
the whole world and with personal notice to each of the known heirs, legatees, and
devisees of the testator (section 630, C. c. P., and sections 3 and 4, Rule 77). Altho
not contested (section 5, Rule 77), the due execution of the will and the fact that the
testator at the time of its execution was of sound and disposing mind and not acting
under duress, menace, and undue influence or fraud, must be proved to the
satisfaction of the court, and only then may the will be legalized and given effect by
means of a certificate of its allowance, signed by the judge and attested by the seal of
the court; and when the will devises real property, attested copies thereof and of the
certificate of allowance must be recorded in the register of deeds of the province in
which the land lies. (Section 12, Rule 77, and section 624, C. C. P.)
It will readily be seen from the above provisions of the law that the presentation of a
will to the court for probate is mandatory and its allowance by the court is essential
and indispensable to its efficacy. To assure and compel the probate of will, the law
punishes a person who neglects his duty to present it to the court with a fine not
exceeding P2,000, and if he should persist in not presenting it, he may be committed
to prision and kept there until he delivers the will.
The Court of Appeals took express notice of these requirements of the law and held
that a will, unless probated, is ineffective. Nevertheless it sanctioned the procedure
adopted by the respondent for the following reasons:
The majority of the Court is of the opinion that if this case is dismissed ordering the
filing of testate proceedings, it would cause injustice, incovenience, delay, and much
expense to the parties, and that therefore, it is preferable to leave them in the very
status which they themselves have chosen, and to decide their controversy once and
for all, since, in a similar case, the Supreme Court applied that same criterion
(Leaño vs. Leaño, supra), which is now sanctioned by section 1 of Rule 74 of the
Rules of Court. Besides, section 6 of Rule 124 provides that, if the procedure which
the court ought to follow in the exercise of its jurisdiction is not specifically pointed
out by the Rules of Court, any suitable process or mode of procedure may be
adopted which appears most consistent to the spirit of the said Rules. Hence, we
declare the action instituted by the plaintiff to be in accordance with law.
Let us look into the validity of these considerations. Section 1 of Rule 74 provides as
follows:
Section 1. Extrajudicial settlement by agreement between heirs. — If the decedent left
no debts and the heirs and legatees are all of age, or the minors are represented by
their judicial guardians, the parties may, without securing letters of administration,
divide the estate among themselves as they see fit by means of a public instrument
filed in the office of the register of deeds, and should they disagree, they may do so
in an ordinary action of partition. If there is only one heir or one legatee, he may
adjudicate to himself the entire estate by means of an affidavit filed in the office of
the register of deeds. It shall be presumed that the decedent left no debts if no
creditor files a petition for letters of administration within two years after the death
of the decedent.
That is a modification of section 596 of the Code of Civil Procedure, which reads as
follows:
Sec. 596. Settlement of Certain Intestates Without Legal Proceedings. — Whenever all
the heirs of a person who died intestate are of lawful age and legal capacity and
there are no debts due from the estate, or all the debts have been paid the heirs may,
by agreement duly executed in writing by all of them, and not otherwise, apportion
and divide the estate among themselves, as they may see fit, without proceedings in
court.
The implication is that by the omission of the word "intestate" and the use of the
word "legatees" in section 1 of Rule 74, a summary extrajudicial settlement of a
deceased person's estate, whether he died testate or intestate, may be made under
the conditions specified. Even if we give retroactive effect to section 1 of Rule 74 and
apply it here, as the Court of Appeals did, we do not believe it sanctions the
nonpresentation of a will for probate and much less the nullification of such will
thru the failure of its custodian to present it to the court for probate; for such a
result is precisely what Rule 76 sedulously provides against. Section 1 of Rule 74
merely authorizes the extrajudicial or judicial partition of the estate of a decedent
"without securing letter of administration." It does not say that in case the decedent
left a will the heirs and legatees may divide the estate among themselves without
the necessity of presenting the will to the court for probate. The petition to probate
a will and the petition to issue letters of administration are two different things,
altho both may be made in the same case. the allowance of a will precedes the
issuance of letters testamentary or of administration (section 4, Rule 78). One can
have a will probated without necessarily securing letters testamentary or of
administration. We hold that under section 1 of Rule 74, in relation to Rule 76, if the
decedent left a will and no debts and the heirs and legatees desire to make an
extrajudicial partition of the estate, they must first present that will to the court for
probate and divide the estate in accordance with the will. They may not disregard
the provisions of the will unless those provisions are contrary to law. Neither may
they so away with the presentation of the will to the court for probate, because such
suppression of the will is contrary to law and public policy. The law enjoins the
probate of the will and public policy requires it, because unless the will is probated
and notice thereof given to the whole world, the right of a person to dispose of his
property by will may be rendered nugatory, as is attempted to be done in the instant
case. Absent legatees and devisees, or such of them as may have no knowledge of
the will, could be cheated of their inheritance thru the collusion of some of the heirs
who might agree to the partition of the estate among themselves to the exclusion of
others.
In the instant case there is no showing that the various legatees other than the
present litigants had received their respective legacies or that they had knowledge
of the existence and of the provisions of the will. Their right under the will cannot be
disregarded, nor may those rights be obliterated on account of the failure or refusal
of the custodian of the will to present it to the court for probate.
Even if the decedent left no debts and nobdy raises any question as to the
authenticity and due execution of the will, none of the heirs may sue for the
partition of the estate in accordance with that will without first securing its
allowance or probate by the court, first, because the law expressly provides that "no
will shall pass either real or personal estate unless it is proved and allowed in the
proper court"; and, second, because the probate of a will, which is a proceeding in
rem, cannot be dispensed with the substituted by any other proceeding, judicial or
extrajudicial, without offending against public policy designed to effectuate the
testator's right to dispose of his property by will in accordance with law and to
protect the rights of the heirs and legatees under the will thru the means provided
by law, among which are the publication and the personal notices to each and all of
said heirs and legatees. Nor may the court approve and allow the will presented in
evidence in such an action for partition, which is one in personam, any more than it
could decree the registration under the Torrens system of the land involved in an
ordinary action for reinvindicacion or partition.
We therefore believe and so hold that section 1 of Rule 74, relied upon by the Court
of Appeals, does not sanction the procedure adopted by the respondent.
The case of Leaño vs. Leaño (25 Phil., 180), cited by the Court of Appeals, like section
1 of Rule 74, sanctions the extrajudicial partition by the heirs of the properties left
by a decedent, but not the nonpresentation of a will for probate. In that case one
Paulina Ver executed a will on October 11, 1902, and died on November 1, 1902. Her
will was presented for probate on November 10, 1902, and was approved and
allowed by the Court on August 16, 1904. In the meantime, and on November 10,
1902, the heirs went ahead and divided the properties among themselves and some
of them subsequently sold and disposed of their shares to third persons. It does not
affirmatively appear in the decision in that case that the partition made by the heirs
was not in accordance with the will or that they in any way disregarded the will. In
closing the case by its order dated September 1, 1911, the trial court validated the
partition, and one of the heirs, Cunegunda Leaño, appealed. In deciding the appeal
this Court said:
The principal assignment of error is that the lower court committed an error in
deciding that the heirs and legatees of the estate of Dña. Paulina Ver had voluntarily
divided the estate among themselves.
In resolving that question this Court said:
In view of the positive finding of the judge of the lower court that there had been a
voluntary partition of the estate among the heirs and legatees, and in the absence of
positive proof to the contrary, we must conclude that the lower court had some
evidence to support its conclusion.
Thus it will be seen that as a matter of fact no question of law was raised and
decided in that case. That decision cannot be relied upon as an authority for the
unprecedented and unheard of procedure adopted by the respondent whereby she
seeks to prove her status as an acknowledged natural child of the decedent by his
will and attempts to nullify and circumvent the testamentary dispositions made by
him by not presenting the will to the court for probate and by claiming her legitime
as an acknowledged natural child on the basis of intestacy; and that in the face of
express mandatory provisions of the law requiring her to present the will to the
court for probate.
In the subsequent case of Riosa vs. Rocha (1926), 48 Phil. 737, this Court departed
from the procedure sanctioned by the trial court and impliedly approved by this
Court in the Leaño case, by holding that an extrajudicial partition is not proper in
testate succession. In the Riosa case the Court, speaking thru Chief Justice Avanceña,
held:
1. EXTRAJUDICIAL PARTITION; NOT PROPER IN TESTATE SUCCESSION. — Section
596 of the Code of Civil Procedure, authorizing the heirs of a person who dies
intestate to make extrajudicial partition of the property of the deceased, without
going into any court of justice, makes express reference to intestate succession, and
therefore excludes testate succession.
2. ID.; EFFECTS OF; TESTATE SUCCESSION. — In the instant case, which is a testate
succession, the heirs made an extrajudicial partition of the estate and at the same
time instituted proceeding for the probate of the will and the administration of the
estate. When the time came for making the partition, they submitted to the court the
extrajudicial partition previously made by them, which the court approved. Held:
That for the purposes of the reservation and the rights and obligations created
thereby, in connection with the relatives benefited, the property must not be
deemed transmitted to the heirs from the time the extrajudicial partition was made,
but from the time said partition was approved by the court. (Syllabus.)
The Court of Appeals also cites section 6 of Rule 124, which provides that if the
procedure which the court ought to follow in the exercise of its jurisdiction is not
specifically pointed out by the Rules of Court, any suitable process for mode of
proceeding may be adopted which appears most conformable to the spirit of the
said Rules. That provision is not applicable here for the simple reason that the
procedure which the court ought to follow in the exercise of its jurisdiction is
specifically pointed out and prescribed in detail by Rules 74, 76, and 77 of the Rules
of Court.
The Court of Appeals also said "that if this case is dismissed, ordering the filing of
testate proceedings, it would cause injustice, inconvenience, delay, and much
expense to the parties." We see no injustice in requiring the plaintiff not to violate
but to comply with the law. On the contrary, an injustice might be committed against
the other heirs and legatees mentioned in the will if the attempt of the plaintiff to
nullify said will by not presenting it to the court for probate should be sanctioned.
As to the inconvenience, delay, and expense, the plaintiff herself is to blame because
she was the custodian of the will and she violated the duty imposed upon her by
sections 2, 4, and 5 of Rule 76, which command her to deliver said will to the court
on pain of a fine not exceeding P2,000 and of imprisonment for contempt of court.
As for the defendant, he is not complaining of inconvenience, delay, and expense, but
on the contrary he is insisting that the procedure prescribed by law be followed by
the plaintiff.
Our conclusion is that the Court of Appeals erred in declaring the action instituted
by the plaintiff to be in accordance with law. It also erred in awarding relief to the
plaintiff in this action on the basis of intestacy of the decedent notwithstanding the
proven existence of a will left by him and solely because said will has not been
probated due to the failure of the plaintiff as custodian thereof to comply with the
duty imposed upon her by the law.
It is apparent that the defendant Ernesto M. Guevara, who was named executor in
said will, did not take any step to have it presented to the court for probate and did
not signify his acceptance of the trust or refusal to accept it as required by section 3
of Rule 76 (formerly section 627 of the Code of Civil Procedure), because his
contention is that said will, insofar as the large parcel of land in litigation is
concerned, has been superseded by the deed of sale exhibit 2 and by the subsequent
issuance of the Torrens certificate of title in his favor.
II
This brings us to the consideration of the second question, referring to the efficacy
of the deed of sale exhibit 2 and the effect of the certificate of titled issued to the
defendant Ernesto M. Guevara. So that the parties may not have litigated here in
vain insofar as that question is concerned, we deem it proper to decide it now and
obviate the necessity of a new action.
The deed of sale exhibit 2 executed by and between Victorino L. Guevara and
Ernesto M. Guevara before a notary public on July 12, 1933, may be divided into two
parts: (a) insofar as it disposes of and conveys to Ernesto M. Guevara the southern
half of Victorino L. Guevara's hacienda of 259-odd hectares in consideration of P1
and other valuable considerations therein mentioned; and (b) insofar as it declares
that Ernesto M. Guevara became the owner of the northern half of the same
hacienda by repurchasing it with his own money from Rafael T. Puzon.
A. As to the conveyance of the southern half of the hacienda to Ernesto M. Guevara in
consideration of the latter's assumption of the obligation to pay all the debts of the
deceased, the Court of Appeals found it to be valid and efficacious because: "(a) it
has not been proven that the charges imposed as a condition is [are] less than the
value of the property; and (b) neither has it been proven that the defendant did not
comply with the conditions imposed upon him in the deed of transfer." As a matter
of fact the Court of Appeals found" "It appears that the defendant has been paying
the debts left by his father. To accomplish this, he had to alienate considerable
portions of the above-mentioned land. And we cannot brand such alienation as
anomalous unless it is proven that they have exceeded the value of what he has
acquired by virtue of the deed of July 12, 1933, and that of his corresponding share
in the inheritance." The finding of the Court of Appeals on this aspect of the case is
final and conclusive upon the respondent, who did not appeal therefrom.
B. With regard to the northern half of the hacienda, the findings of fact and of law
made by the Court of Appeals are as follows:
The defendant has tried to prove that with his own money, he bought from Rafael
Puzon one-half of the land in question, but the Court a quo, after considering the
evidence, found it not proven; we hold that such conclusion is well founded. The
acknowledgment by the deceased, Victorino L. Guevara, of the said transactions,
which was inserted incidentally in the document of July 12, 1933, is clearly belied by
the fact that the money paid to Rafael Puzon came from Silvestre P. Coquia, to whom
Victorino L. Guevara had sold a parcel of land with the right of repurchase. The
defendant, acting for his father, received the money and delivered it to Rafael Puzon
to redeem the land in question, and instead of executing a deed of redemption in
favor of Victorino L. Guevara, the latter executed a deed of sale in favor of the
defendant.
The plaintiff avers that she withdrew her opposition to the registration of the land
in the name of the defendant, because of the latter's promise that after paying all the
debt of their father, he would deliver to her and to the widow their corresponding
shares. As their father then was still alive, there was no reason to require the
delivery of her share and that was why she did not insist on her opposition, trusting
on the reliability and sincerity of her brother's promise. The evidence shows that
such promise was really made. The registration of land under the Torrens system
does not have the effect of altering the laws of succession, or the rights of partition
between coparceners, joint tenants, and other cotenants nor does it change or affect
in any other way any other rights and liabilities created by law and applicable to
unregistered land (sec. 70, Land Registration Law). The plaintiff is not, then, in
estoppel, nor can the doctrine of res judicata be invoked against her claim. Under
these circumstances, she has the right to compel the defendant to deliver her
corresponding share in the estate left by the deceased, Victorino L. Guevara.
In his tenth to fourteenth assignments of error the petitioner assails the foregoing
findings of the Court of Appeals. But the findings of fact made by said court are final
and not reviewable by us on certiorari. The Court of Appeals found that the money
with which the petitioner repurchased the northern half of the land in question from
Rafael Puzon was not his own but his father's, it being the proceeds of the sale of a
parcel of land made by the latter to Silvestre P. Coquia. Said court also found that the
respondent withdrew her opposition to the registration of the land in the name of
the petitioner upon the latter's promise that after paying all the debts of their father
he would deliver to her and to the widow their corresponding shares. From these
facts, it results that the interested parties consented to the registration of the land in
question in the name of Ernesto M. Guevara alone subject to the implied trust on
account of which he is under obligation to deliver and convey to them their
corresponding shares after all the debts of the original owner of said land had been
paid. Such finding does not constitute a reversal of the decision and decree of
registration, which merely confirmed the petitioner's title; and in the absence of any
intervening innocent third party, the petitioner may be compelled to fulfill the
promise by virtue of which he acquired his title. That is authorized by section 70 of
the Land Registration Act, cited by the Court of Appeals, and by the decision of this
Court in Severino vs. Severino, 44 Phil., 343, and the cases therein cited.
Upon this phase of the litigation, we affirm the finding of the Court of Appeals that
the northern half of the land described in the will exhibit A and in original certificate
of title No. 51691 still belongs to the estate of the deceased Victorino L. Guevara. In
the event the petitioner Ernesto M. Guevara has alienated any portion thereof, he is
under obligation to compensate the estate with an equivalent portion from the
southern half of said land that has not yet been sold. In other words, to the estate of
Victorino L. Guevara still belongs one half of the total area of the land described in
said original certificate of title, to be taken from such portions as have not yet been
sold by the petitioner, the other half having been lawfully acquired by the latter in
consideration of his assuming the obligation to pay all the debts of the deceased.
Wherefore, that part of the decision of the Court of Appeals which declares in effect
that notwithstanding exhibit 2 and the issuance of original certificate of title No.
51691 in the name of Ernesto 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.
Yulo, C.J., and Hontiveros, 1 J., concur.
Separate Opinions
Footnotes
1 Justice Hontiveros of the Court of Appeals took part in this case by special
designation.
IMPERIAL, J.:
This is an appeal taken by the appellant herein, Engracia Manahan, from the order of
the Court of the First Instance of Bulacan dated July 1, 1932, in the matter of the will
of the deceased Donata Manahan, special proceedings No. 4162, denying her motion
for reconsideration and new trial filed on May 11, 1932.
On August 29, 1930, Tiburcia Manahan instituted special proceedings No. 4162, for
the probate of the will of the deceased Donata Manahan, who died in Bulacan,
Province of Bulacan, on August 3, 1930. The petitioner herein, niece of the testatrix,
was named the executrix in said will. The court set the date for the hearing and the
necessary notice required by law was accordingly published. On the day of the
hearing of the petition, no opposition thereto was filed and, after the evidence was
presented, the court entered the decree admitting the will to probate as prayed for.
The will was probated on September 22, 1930. The trial court appointed the herein
petitioner executrix with a bond of P1,000, and likewise appointed the committed
on claims and appraisal, whereupon the testamentary proceedings followed the
usual course. One year and seven months later, that is, on My 11, 1932, to be exact,
the appellant herein filed a motion for reconsideration and a new trial, praying that
the order admitting the will to probate be vacated and the authenticated will
declared null and void ab initio. The appellee herein, naturally filed her opposition
to the petition and, after the corresponding hearing thereof, the trial court erred its
over of denial on July 1, 1932. Engracia Manahan, under the pretext of appealing
from this last order, likewise appealed from the judgment admitting the will to
probate.
In this instance, the appellant assigns seven (7) alleged errors as committed by the
trial court. Instead of discussing them one by one, we believe that, essentially, her
claim narrows down to the following: (1) That she was an interested party in the
testamentary proceedings and, as such, was entitled to and should have been
notified of the probate of the will; (2) that the court, in its order of September 22,
1930, did not really probate the will but limited itself to decreeing its
authentication; and (3) that the will is null and void ab initio on the ground that the
external formalities prescribed by the Code of Civil Procedure have not been
complied with in the execution thereof.
The appellant's first contention is obviously unfounded and untenable. She was not
entitled to notification of the probate of the will and neither had she the right to
expect it, inasmuch as she was not an interested party, not having filed an
opposition to the petition for the probate thereof. Her allegation that she had the
status of an heir, being the deceased's sister, did not confer on her the right to be
notified on the ground that the testatrix died leaving a will in which the appellant
has not been instituted heir. Furthermore, not being a forced heir, she did not
acquire any successional right.
The second contention is puerile. The court really decreed the authentication and
probate of the will in question, which is the only pronouncement required of the
trial court by the law in order that the will may be considered valid and duly
executed in accordance with the law. In the phraseology of the procedural law, there
is no essential difference between the authentication of a will and the probate
thereof. The words authentication and probate are synonymous in this case. All the
law requires is that the competent court declared that in the execution of the will
the essential external formalities have been complied with and that, in view thereof,
the document, as a will, is valid and effective in the eyes of the law.
The last contention of the appellant may be refuted merely by stating that, once a
will has been authenticated and admitted to probate, questions relative to the
validity thereof can no more be raised on appeal. The decree of probate is conclusive
with respect to the due execution thereof and it cannot impugned on any of the
grounds authorized by law, except that of fraud, in any separate or independent
action or proceedings (sec. 625, Code of Civil Procedure; Castañeda vs. Alemany, 3
Phil., 426; Pimentel vs. Palanca, 5 Phil., 436; Sahagun vs. De Gorostiza, 7 Phil., 347;
Limjuco vs. Ganara, 11 Phil., 393; Montañano vs. Suesa, 14 Phil., 676; In re Estate of
Johnson, 39 Phil., 156; Riera vs. Palmaroli, 40 Phil., 105; Austria vs. Ventenilla, 21
Phil., 180; Ramirez vs. Gmur, 42 Phil., 855; and Chiong Joc-Soy vs. Vaño, 8 Phil., 119).
But there is another reason which prevents the appellant herein from successfully
maintaining the present action and it is that inasmuch as the proceedings followed
in a testamentary case are in rem, the trial court's decree admitting the will to
probate was effective and conclusive against her, in accordance with the provisions
of section 306 of the said Code of Civil Procedure which reads as follows:
On the other hand, we are at a loss to understand how it was possible for the herein
appellant to appeal from the order of the trial court denying her motion for
reconsideration and a new trial, which is interlocutory in character. In view of this
erroneous interpretation, she succeeded in appealing indirectly from the order
admitting the will to probate which was entered one year and seven months ago.
Before closing, we wish to state that it is not timely to discuss herein the validity and
sufficiency of the execution of the will in question. As we have already said, this
question can no more be raised in this case on appeal. After due hearing, the court
found that the will in question was valid and effective and the order admitting it to
probate, thus promulgated, should be accepted and respected by all. The probate of
the will in question now constitutes res judicata.
Wherefore, the appeal taken herein is hereby dismissed, with costs against the
appellant. So ordered.
CARSON, J.:
This is an appeal from an order of the Court of First Instance of Oriental Negros,
admitting to probate a document purporting to be the last will and testament of
Domingo Ubag, deceased. The instrument was propounded by his widow, Catalina
Bugnao, the sole beneficiary thereunder, and probate was contested by the
appellants, who are brothers and sisters of the deceased, and who would be entitled
to share in the distribution of his estate, if probate were denied, as it appears that
the deceased left no heirs in the direct ascending or descending line.
Appellants contend that the evidence of record is not sufficient to establish the
execution of the alleged will in the manner and form prescribed in section 618 of the
Code of Civil Procedure; and that at the time when it is alleged that the will was
executed, Ubag was not of sound mind and memory, and was physically and
mentally incapable of making a will.
The instrument propounded for probate purports to be the last will and testament
of Domingo Ubag, signed by him in the presence of three subscribing and attesting
witnesses, and appears upon its face to have been duly executed in accordance with
the provisions of the Code of Civil Procedure touching the making of wills.
Two of the subscribing witnesses, Victor J. Bingtoy and Catalino Mariño, testified in
support of the will, the latter being the justice of the peace of the municipality
wherein it was executed; and their testimony was corroborated in all important
details by the testimony of the proponent herself, who was present when the will
was made. It does not appear from the record why the third subscribing witness
was not called; but since counsel for the contestants makes no comment upon his
absence, we think it may safely be inferred that there was some good and sufficient
reason therefore. In passing, however, it may be well to observe that, when because
of death, sickness, absence, or for any other reason, it is not practicable to call to the
witness stand all the subscribing witnesses to a will offered for probate, the reason
for the absence of any of these witnesses should be made to appear of record, and
this especially in cases such as the one at bar, wherein there is a contests.
The subscribing witnesses gave full and detailed accounts of the execution of the
will and swore that the testator, at the time of its execution, was of sound mind and
memory, and in their presence attached his signature thereto as his last will and
testament, and that in his presence and in the presence of each other, they as well as
the third subscribing witness. Despite the searching and exhaustive cross-
examination to which they were subjected, counsel for appellants could point to no
flaw in their testimony save an alleged contradiction as to a single incident which
occurred at or about the time when the will was executed a contradiction, however,
which we think is more apparent than real. One of the witnesses stated that the
deceased sat up in bed and signed his name to the will, and that after its execution
food was given him by his wife; while the other testified that he was assisted into a
sitting position, and was given something to eat before he signed his name. We think
the evidence discloses that his wife aided the sick man to sit up in bed at the time
when he signed his name to the instrument, and that he was given nourishment
while he was in that position, but it is not quite clear whether this was immediately
before or after, or both before and after he attached his signature to the will. To say
that the sick man sat up or raised himself up in bed is not necessarily in conflict with
the fact that he received assistance in doing so; and it is not at all improbable or
impossible that nourishment might have been given to him both before and after
signing the will, and that one witness might remember the former occasion and the
other witness might recall the latter, although neither witness could recall both. But,
however this may have been, we do not think that a slight lapse of memory on the
part of one or the other witness, as to the precise details of an unimportant incident,
to which his attention may not have been particularly directed, is sufficient to raise a
doubt as to the veracity of these witnesses, or as to the truth and accuracy of their
recollection of the fact of the execution of the instrument. Of course, a number of
contradictions in the testimony of alleged subscribing witnesses to a will as to the
circumstances under which it was executed, or even a single contradiction as to a
particular incident, where the incident was of such a nature that the intention of any
person who was present must have been directed to it, and where the contradictory
statements in regard to it are so clear and explicit as to negative the possibility or
probability of mistake, might well be sufficient to justify the conclusion that the
witnesses could not possibly have been present, together, at the time when it is
alleged the will was executed; but the apparent contradictions in the testimony of
the witnesses in the case at bar fall far short of raising a doubt a to their veracity,
and on the other hand their testimony as a whole gives such clear, explicit, and
detailed account of all that occurred, and is so convincing and altogether satisfactory
that we have no doubt that the trial judge who heard them testify properly accepted
their testimony as worthy of entire confidence and belief.
The contestants put upon the stand four witnesses for the purpose of proving that at
the time and on the occasion when the subscribing witnesses testified that the will
was executed, these witnesses were not in the house with the testator, and that the
alleged testator was at that time in such physical and mental condition that it was
impossible for him to have made a will. Two of these witnesses, upon cross-
examination, admitted that they were not in the house at or between the hours of
four and six in the afternoon of the day on which the will is alleged to have been
made, this being the time at which the witnesses in support of the will testified that
it was executed. Of the other witnesses, one is a contestant of the will, Macario Ubag,
a brother of the testator, and the other, Canuto Sinoy, his close relative. These
witnesses swore that they were in the house of the deceased, where he was lying ill,
at or about the time when it is alleged that the will was executed, and that at that
time the alleged subscribing witnesses were not in the house, and the alleged
testator was so sick that he was unable to speak, to understand, or to make himself
understood, and that he was wholly incapacitated to make a will. But the testimony
of Macario Ubag is in our opinion wholly unworthy of credence. In addition to his
manifest interest in the result of the investigation, it clearly discloses a fixed and
settled purpose to overthrow the will at all costs, and to that end an utter disregard
of the truth, and readiness to swear to any fact which he imagined would aid in
securing his object. An admittedly genuine and authentic signature of the deceased
was introduced in evidence for comparison with the signature attached to the will,
but this witness in his anxiety to deny the genuineness of the signature of his
brother to the will, promptly and positively swore that the admittedly genuine
signature was not his brother's signature, and only corrected his erroneous
statement in response to a somewhat suggestive question by his attorney which
evidently gave him to understand that his former answer was likely to prejudice his
own cause. On cross-examination, he was forced to admit that because his brother
and his brother's wife (in those favor the will was made) were Aglipayanos, he and
his other brothers and sisters had not visited them for many months prior to the one
particular occasion as to which testified; and he admitted further, that, although he
lived near at hand, at no time thereafter did he or any of the other members of his
family visit their dying brother, and that they did not even attend the funeral. If the
testimony of this witness could be accepted as true, it would be a remarkable
coincidence indeed, that the subscribing witnesses to the alleged will should have
falsely pretended to have joined in its execution on the very day, and at the precise
hour, when this interested witness happened to pay his only visit to his brother
during his last illness, so that the testimony of this witness would furnish conclusive
evidence in support of the allegations of the contestants that the alleged will was not
executed at the time and place or in the manner and form alleged by the subscribing
witnesses. We do not think that the testimony of this witness nor any of the other
witnesses for the contestants is sufficient to raise even a doubt as to the truth of the
testimony of the subscribing witnesses as to the fact of the execution of the will, or
as to the manner and from in which it was executed.
No expert evidence has been adduced with regard to these two signatures, and the
presiding judge of this court does not claim to possess any special expert knowledge
in the matter of signatures; nevertheless, the court has compared these two
signatures, and does not find that any material differences exists between the same.
It is true that the signature which appears in the document offered for
authentication discloses that at the time of writing the subscriber was more
deliberate in his movements, but two facts must be acknowledge: First, that the
testator was seriously ill, and the other fact, that for some reason which is not stated
the testator was unable to see, and was a person who was not in the habit of signing
his name every day.
These facts should sufficiently explain whatever difference may exist between the
two signatures, but the court finds that the principal strokes in the two signatures
are identical.
That the testator was mentally capable of making the will is in our opinion fully
established by the testimony of the subscribing witnesses who swore positively that,
at the time of its execution, he was of sound mind and memory. It is true that their
testimony discloses the fact that he was at that time extremely ill, in an advanced
stage of tuberculosis complicated with severe intermittent attacks of asthma; that
he was too sick to rise unaided from his bed; that he needed assistance even to rise
himself to a sitting position; and that during the paroxysms of asthma to which he
was subject he could not speak; but all this evidence of physical weakness in no wise
establishes his mental incapacity or a lack of testamentary capacity, and indeed the
evidence of the subscribing witnesses as to the aid furnished them by the testator in
preparing the will, and his clear recollection of the boundaries and physical
description of the various parcels of land set out therein, taken together with the
fact that he was able to give to the person who wrote the will clear and explicit
instructions as to his desires touching the disposition of his property, is strong
evidence of his testamentary capacity.
Counsel for appellant suggests that the fact that the alleged will leaves all the
property of the testator to his widow, and wholly fails to make any provision for his
brothers or sisters, indicates a lack of testamentary capacity and undue influence;
and because of the inherent improbability that a man would make so unnatural and
unreasonable a will, they contend that this fact indirectly corroborates their
contention that the deceased never did in fact execute the will. But when it is
considered that the deceased at the time of his death had no heirs in the ascending
or descending line; that a bitter family quarrel had long separated him from his
brothers and sisters, who declined to have any relations with the testator because
he and his wife were adherents of the Aglipayano Church; and that this quarrel was
so bitter that none of his brothers or sisters, although some of them lived in the
vicinity, were present at the time of his death or attended his funeral; we think the
fact that the deceased desired to leave and did leave all of his property to his widow
and made no provision for his brothers and sisters, who themselves were grown
men and women, by no means tends to disclose either an unsound mind or the
presence of undue influence on the part of his wife, or in any wise corroborates
contestants' allegation that the will never was executed.
It has been said that "the difficulty of stating standards or tests by which to
determine the degree of mental capacity of a particular person has been everywhere
recognized, and grows out of the inherent impossibility of measuring mental
capacity, or its impairment by disease or other causes" (Greene vs. Greene, 145 III.,
264, 276); and that "it is probable that no court has ever attempted to lay down any
definite rule in respect to the exact amount of mental capacity requisite for the
making of a valid will, without appreciating the difficulty of the undertaking" (Trish
vs. Newell, 62 III., 196, 203).
But for the purposes of this decision it is not necessary for us to attempt to lay down
a definition of testamentary capacity which will cover all possible cases which may
present themselves, because, as will be seen from what has already been said, the
testator was, at the time of making the instrument under consideration, endowed
with all the elements of mental capacity set out in the following definition of
testamentary capacity which has been frequently announced in courts of last resort
in England and the United States; and while is some cases testamentary capacity has
been held to exist in the absence of proof of some of these elements, there can be no
question that, in the absence of proof of very exceptional circumstances, proof of the
existence of all these elements in sufficient to establish the existence of
testamentary capacity.
(Cf. large array of cases cited in support of this definition in the Encyclopedia of Law,
vol. 23, p. 71, second edition.)
The order probating the will should be land is hereby affirmed, with the cost of this
instance against the appellants.