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There was no indication in the will that the language used therein is
known by Don Sixto Lopez. Nenita Suroza vs Honrado
ISSUE: Whether or not the will is valid. 110 SCRA 388 – Succession – Will Should be Written in a Language
Known to the Testator
Nenita opposed the probate proceeding. She alleged that the said The will is written in English and was thumb marked by an obviously
notarial will is void because (a) the instituted heir therein Marilyn illiterate Marcelina. This could have readily been perceived by
Suroza is actually Marilyn Sy and she is a stranger to Marcelina, (b) Honrado that that the will is void. In the opening paragraph of the
the only son of Marcelina, Agapito Suroza, is still alive and is the will, it was stated that English was a language “understood and
compulsory heir, (c) the notarial will is written in English a language known” to the testatrix. But in its concluding paragraph, it was
not known to Marcelina because the latter was illiterate so much so stated that the will was read to the testatrix “and translated into
that she merely thumbmarked the will, (d) the notary public who Filipino language.” That could only mean that the will was written in
notarized will admitted that Marcelina never appeared before him a language not known to the illiterate testatrix and, therefore, it is
and that he notarized the said will merely to accommodate the void because of the mandatory provision of Article 804 of the Civil
request of a lawyer friend but with the understanding that Code that every will must be executed in a language or dialect
Marcelina should later appear before him but that never happened. known to the testator. Had Honrado been careful and observant, he
could have noted not only the anomaly as to the language of the
will but also that there was something wrong in instituting to
Honrado still continued with the probate despite the opposition Marilyn Sy as sole heiress and giving nothing at all to Agapito who
until testamentary proceeding closed and the property transferred was still alive.
to Marilyn Sy.
3. The probate was opposed by Basilia Salud, the niece of the Rosario Garcia vs Juliana Lacuesta
decedent.
90 Phil 189 – Succession – Signing Using an X Mark
4. The CFI of cavite denied the probate on the ground that the
Antero Mercado left a will dated January 3, 1943. The will appears
attestation clause did not state that the testatrix and the witnesses
to have been signed by Atty. Florentino Javier as he wrote the name
signed each and every page nor did it express that Lourdes was
of Antero Mercado and his name for the testatior on the will.
specially directed to sign after the testatrix.
HOWEVER, immediately after Antero Mercado’s will, Mercado
himself placed an “X” mark.
Issue: Whether or not the thumbprint was sufficient compliance
with the law despite the absence of a description of such in the
The attestation clause was signed by three instrumental witnesses.
attestation clause
Said attestation clause states that all pages of the will were “signed
in the presence of the testator and witnesses, and the witnesses in
the presence of the testator and all and each and every one of us
HELD: YES
witnesses.” The attestation clause however did not indicate that
The absence of the description on the attestation clause that Javier wrote Antero Mercado’s name.
another person wrote the testatrix' name at her request is not a
fatal defect, The legal requirement only ask that it be signed by the
testator, a requirement satisfied by a thumbprint or other mark ISSUE: Whether or not the will is valid.
affixed by him.
No. It’s not the same as placing the testator’s thumb mark. It would
HELD:
have been different had it been proven that the “X” mark was
Antero’s usual signature or was even one of the ways by which he No. The SC found that the mere dissimilarity in writing is sufficient
signs his name. If this were so, failure to state the writing by to overcome the uncontradicted testimony of all the witnesses that
somebody else would have been immaterial, since he would be the signature of the testatrix was written by Severo Agayan. It is
considered to have signed the will himself. also immaterial who writes the name of the testatrix provided it is
written at her request and in her presence and in the presence of all
the witnesses to the execution of the will.
Barut v. Cabacungan
The probate court found that the will was not entitled to probate
The court also held that the 3 cases cited by the lower court was not
because “the handwriting of the person who it is alleged signed the
applicable. In those cases, the person who signed the will for the
name of the testatrix to the will for and on her behalf looked more
testator wrote his own name instead of the testator’s, so that the
testator’s name nowhere appeared in the will, and were thus wills The Supreme Court, in this case, determined that all the parties
not duly executed. were in the same small room when each other signed. Hence, they
were in each other’s presence (though the facts of the case didn’t
elaborate – the SC just ruled so). The SC ruled that if some of the
Beatriz Nera vs Narcisa Rimando witnesses were really in the outer room (a fact which was not
18 Phil 450 – Succession – What “In the presence of each other” established according to the SC) separated by a curtain, then the
means will is invalid, the attaching of those signatures under circumstances
not being done “in the presence” of the witness in the outer room.
When a certain will was being signed, it was alleged that the
testator and some subscribing witnesses were in the inner room Javellana v. Ledesma
while the other subscribing witnesses were in the outer room. What G.R. No. L-7179
separates the inner room from the outer room was a curtain. The
trial court ignored this fact in its determination of the case as it
ruled that the determination of this specific fact will not affect the Facts:
outcome of the case.
1. The CFI of Iloilo admitted to probate a will and codicil executed
by the deceased Apolinaria Ledesma in July 1953. This testament
was deemed executed on May 1950 and May 1952. The contestant
ISSUE: What is the true test of the testator’s or the witness’
was the sister and nearest surviving relative of the deceased. She
presence in the signing of a will?
appealed from this decision alleging that the will were not executed
in accordance with law.
HELD: The Supreme Court emphasized that the true test of presence
of the testator and the witnesses in the execution of a will is not
2. The testament was executed at the house of the testatrix. One
whether they actually saw each other sign, but whether they might
the other hand, the codicil was executed after the enactment of the
have seen each other sign, had they chosen to do so, considering
New Civil Code (NCC), and therefore had to be acknowledged
their mental and physical condition and position with relation to
before a notary public. Now, the contestant, who happens to be
each other at the moment of inscription of each signature.
one of the instrumental witnesses asserted that after the codicil
was signed and attested at the San Pablo hospital, that Gimotea
The position of the parties with relation to each other at the (the notary) signed and sealed it on the same occasion. Gimotea,
moment of the subscription of each signature, must be such that however, said that he did not do so, and that the act of signing and
they may see each other sign if they choose to do so. sealing was done afterwards.
2. One of the allegations was that the certificate of first read 'silently' by the testatrix before signing it. The probate
acknowledgement to the codicil was signed somewhere else or in court admitted the will.
the office of the notary. The ix and the witnesses at the hospital,
was signed and sealed by the notary only when he brought it in his
office. 2. The oppositors alleged that the as of December 1960, the
eyesight of the deceased was so poor and defective that she could
not have read the provisions contrary to the testimony of the
Issue: Whether or not the signing and sealing of the will or codicil in witnesses.
the absence of the testator and witnesses affects the validity of the
will
Issue: Whether or not the will is valid
RULING: NO. Unlike in the Old Civil Code of 1899, the NCC does not
require that the signing of the testator, the witnesses and the RULING: The will is not valid. If the testator is blind, Art. 808 of the
notary be accomplished in one single act. All that is required is that New Civil Code (NCC) should apply.If the testator is blind or
every will must be acknowledged before a notary public by the incapable of reading, he must be apprised of the contents of the will
testator and witnesses. The subsequent signing and sealing is not for him to be able to have the opportunityto object if the provisions
part of the acknowledgement itself nor of the testamentary act. therein are not in accordance with his wishes.
Their separate execution out of the presence of the testator and the
witnesses cannot be a violation of the rule that testaments should
be completed without interruption. The testimony of her opthalmologist established that
notwithstanding an operation to remove her cataract and being
fitted with the lenses, this did not improve her vision. Her vision
Garcia v. Vasquez remained mainly for viewing distant objects and not for reading.
There was no evidence that her vision improved at the time of the
G.R. No. L-26808 March 28, 1969
execution of the 2nd will. Hence, she was incapable of reading her
Fernando, J (Ponente) own will. The admission of the will to probate is therefor erroneous.
Facts:
1. Gliceria del Rosario executed 2 wills, one in June 1956, written in
Spanish, a language she knew an spoke. The other will was executed
in December 1960 consisting of only one page, and written in
Tagalog. The witnesses to the 1960 will declared that the will was
ALVARADO vs. GAVIOLA solemnities surrounding the execution of wills are intended to
protect the testator from all kinds of fraud and trickery but are
September 14, 1993
never intended to be so rigid and inflexible as to destroy the
FACTS: testamentary privilege.
The testator did not read the final draft of the will himself. Instead,
private respondent, as the lawyer who drafted the 8-paged
In this case, private respondent read the testator's will and
document, read the same aloud in the presence of the testator, the
codicil aloud in the presence of the testator, his three instrumental
3 instrumental witnesses and the notary public. The latter 4
witnesses, and the notary public. Prior and subsequent thereto, the
followed the reading with their own respective copies previously
testator affirmed, upon being asked, that the contents read
furnished them.
corresponded with his instructions. Only then did the signing and
acknowledgement take place.
Said will was admitted to probate. Later on, a codicil was
executed, and by that time, the testator was already suffering from
Icasiano vs. Icasiano
glaucoma. But the disinheritance and revocatory clauses were
unchanged. As in the case of the notarial will, the testator did not G.R. No. L-18979 June 30, 1964
personally read the final draft of the codicil. Instead, it was private
Facts:
respondent who read it aloud in his presence and in the presence of
the three instrumental witnesses (same as those of the notarial will) 1. Celso Icasiano, filed a petition for the probate of the will of Josefa
and the notary public who followed the reading using their own Villacorte and for his appointment as executor thereof. It appears
copies. from the evidence that the testatrix died on September 12, 1958.
She executed a will in Tagalog, and through the help of her lawyer,
it was prepared in duplicates, an original and a carbon copy.
ISSUE: Was there substantial compliance to the reading of the will?
2. On the day that it was subscribed and attested, the lawyer only
HELD: brought the original copy of the will while the carbon duplicate
(unsigned) was left in Bulacan. One of the witnesses failed to sign
Article 808 not only applies to blind testators, but also to those
one of the pages in the original copy but admitted he may have
who, for one reason or another, are incapable of reading their wills.
lifted 2 pages simultaneously instead when he signed the will.
Hence, the will should have been read by the notary public and an
Nevertheless, he affirmed that the will was signed by the testator
instrumental witness. However, the spirit behind the law was
and other witnesses in his presence.
served though the letter was not. In this case, there was substantial
compliance. Substantial compliance is acceptable where the
purpose of the law has been satisfied, the reason being that the
Issue: Whether or not the failure of one of the subscribing witnesses the allowance of the will alleging that it was executed through
to affix his signature to a page is sufficient to deny probate of the fraud, deceit, misrepresentation, and undue influence. He further
will alleged that the instrument was executed without the testator
having been informed of its contents and finally, that it was not
executed in accordance with law.
RULING: No, the failure to sign was entirely through pure oversight
or mere inadvertence. Since the duplicated bore the required
signatures, this proves that the omission was not intentional. Even if 2. One of the witnesses, Angel Tevel Jr. was also the notary before
the original is in existence, a duplicate may still be admitted to whom the will was acknowledged. Despite the objection, the lower
probate since the original is deemed to be defective, then in law, court admitted the will to probate on the ground that there is
there is no other will bu the duly signed carbon duplicate and the substantial compliance with the legal requirements of having at
same can be probated. least 3 witnesses even if the notary public was one of them.
The law should not be strictly and literally interpreted as to penalize Issue: Whether or not the will is valid in accordance with Art. 805
the testatrix on account of the inadvertence of a single witness over and 806 of the NCC
whose conduct she has no control of. Where the purpose of the law
is to guarantee the identity of the testament and its component
pages, and there is no intentional or deliberate deviation existed. HELD: NO.
The will is not valid. The notary public cannot be considered as the
third instrumental witness since he cannot acknowledge before
Note that this ruling should not be taken as a departure from the
himself his having signed the said will. An acknowledging officer
rules that the will should be signed by the witnesses on every page.
cannot serve as witness at the same time.
The carbon copy duplicate was regular in all respects.
Facts:
Finally, the function of a notary among others is to guard against
1. The CFI of Cebu allowed the probate of the last will and any illegal or immoral arrangements, a function defeated if he were
testament of the late Valenti Cruz. However, the petitioner opposed
to be one of the attesting or instrumental witnesses. He would be Thereafter one of the legatees, Benoni Cabrera, sought his
interested in sustaining the validity of the will as it directly involves appointment as special administrator of the testator’s estate.
himself and the validity of his own act. he would be in an
inconsistent position, thwarting the very purpose of the
acknowledgment, which is to minimize fraud. Thereafter, the petitioners, claiming to be nephews and nieces of
the testator, instituted a second petition for intestate proceedings.
They also opposed the probate of the testator’s will and the
Caneda v. CA appointment of a special administrator for his estate.
222 SCRA 781
FACTS: Benoni Cabrera died and was replaced by William Cabrera as special
administrator and gave an order that the testate proceedings for
On December 5, 1978, Mateo Caballero, a widower without any
the probate of the will had to be heard and resolved first.
children and already in the twilight years of his life, executed a last
will and testament at his residence before 3 witnesses.
In the course of the proceedings, petitioners opposed to the
allowance of the testator’s will on the ground that on the alleged
He was assisted by his lawyer, Atty. Emilio Lumontad.
date of its execution, the testator was already in poor state of
health such that he could not have possibly executed the same. Also
In the will, it was declared that the testator was leaving by way of the genuineness of the signature of the testator is in doubt.
legacies and devises his real and personal properties to several
people all of whom do not appear to be related to the testator.
On the other hand, one of the attesting witnesses and the notary
public testified that the testator executed the will in question in
4 months later, Mateo Caballero himself filed a case seeking the their presence while he was of sound and disposing mind and that
probate of his last will and testament, but numerous the testator was in good health and was not unduly influenced in
postponements pushed back the initial hearing of the probate court any way in the execution of his will.
regarding the will.
Probate court then rendered a decision declaring the will in
On May 29, 1980, the testator passed away before his petition question as the last will and testament of the late Mateo Caballero.
could finally be heard by the probate court.
CA affirmed the probate court’s decision stating that it substantially
complies with Article 805. Hence this appeal.
ISSUE: The attestation clause does not expressly state therein the
circumstance that said witnesses subscribed their respective
W/N the attestation clause in the will of the testator is fatally
signatures to the will in the presence of the testator and of each
defective or can be cured under the art. 809.
other.
HELD:
The phrase, “and he has signed the same and every page thereof,
No. It does not comply with the provisions of the law. on the space provided for his signature and on the left hand
margin,” obviously refers to the testator and not the instrumental
witnesses as it is immediately preceded by the words” as his last will
Ordinary or attested wills are governed by Arts. 804 to 809. The will and testament.”
must be acknowledged before a notary public by the testator and
the attesting witnesses. The attestation clause need not be written
in a language known to the testator or even to the attesting Clearly lacking is the statement that the witnesses signed the will
witnesses. and every page thereof in the presence of the testator and of one
another. That the absence of the statement required by law is a
fatal defect or imperfection which must necessarily result in the
It is a separate memorandum or record of the facts surrounding the disallowance of the will that is here sought to be probated.
conduct of execution and once signed by the witnesses it gives
affirmation to the fact that compliance with the essential formalities
required by law has been observed. Also, Art. 809 does not apply to the present case because the
attestation clause totally omits the fact that the attesting witnesses
signed each and every page of the will in the presence of the
The attestation clause, therefore, provides strong legal guaranties testator and of each other. The defect in this case is not only with
for the due execution of a will and to insure the authenticity respect to the form or the language of the attestation clause. The
thereof. defects must be remedied by intrinsic evidence supplied by the will
itself which is clearly lacking in this case.
In the case of Gam vs. Yap, 104 PHIL. 509, the Court ruled that “the HELD:
execution and the contents of a lost or destroyed holographic will YES. The law does not specify a particular location where the date
may not be proved by the bare testimony of witnesses who have should be placed in the will. The only requirements are that the
seen and/or read such will. The will itself must be presented; date be in the will itself and executed in the hand of the testator.
otherwise, it shall produce no effect. The law regards the document
itself as material proof of authenticity.” But, in Footnote 8 of said
decision, it says that “Perhaps it may be proved by a photographic The intention to show March 17 1968 as the date of the execution is
or photostatic copy. Even a mimeographed or carbon copy; or by plain from the tenor of the succeeding words of the paragraph. It
other similar means, if any, whereby the authenticity of the states that “this being in the month of March 17th day, in the year
handwriting of the deceased may be exhibited and tested before 1968, and this decision and or instruction of mine is the matter to
the probate court,” be followed. And the one who made this writing is no other than
Melecio Labrador, their father.” This clearly shows that this is a
unilateral act of Melecio who plainly knew that he was executing a
Labrador v. CA will.
184 SCRA 170
FACTS: Azaola v. Singson
Melecio died leaving behind a parcel of land to his heirs. However, 109 P 102
during probate proceedings, Jesus and Gaudencio filed an
opposition on the ground that the will has been extinguished by FACTS:
implication of law alleging that before Melecio’s death, the land was Fortunata S. Vda. De Yance died in Quezon City on September 9,
sold to them evidenced by TCT No. 21178. Jesus eventually sold it to 1957. Petitioner submitted for probate her holographic will, in
Navat. which Maria Azaola was made the sole heir as against the nephew,
Trial court admitted the will to probate and declared the TCT null who is the defendant. Only one witness, Francisoco Azaola, was
and void. However, the CA on appeal denied probate on the ground presented to testify on the handwriting of the testatrix. He testified
that it was undated. that he had seen it one month, more or less, before the death of the
testatrix, as it was given to him and his wife; and that it was in the
testatrix’s handwriting. He presented the mortgage, the special
power of the attorney, and the general power of attorney, and the
HELD:
deeds of sale including an affidavit to reinforce his statement. Two
residence certificates showing the testatrix’s signature were also Article 811 is merely permissive and not mandatory. Since the
exhibited for comparison purposes. authenticity of the will was not contested, petitioner was not
required to produce more than one witness; but even if the
genuineness of the holographic will were contested, Article 811 can
The probate was opposed on the ground that (1) the execution of not be interpreted to require the compulsory presentation of three
the will was procured by undue and improper pressure and witnesses to identify the handwriting of the testator, under penalty
influence on the part of the petitioner and his wife, and (2) that the of having the probate denied. Since no witness may have been
testatrix did not seriously intend the instrument to be her last will, present at the execution of a holographic will, none being required
and that the same was actually written either on the 5th or 6th day by law (Art. 810, new Civil Code), it becomes obvious that the
of August 1957 and not on November 20, 1956 as appears on the existence of witness possessing the requisite qualifications is a
will. matter beyond the control of the proponent. For it is not merely a
question of finding and producing any three witnesses; they must
be witnesses “who know the handwriting and signature of the
The probate was denied on the ground that under Article 811 of the testator” and who can declare (truthfully, of course, even if the law
Civil Code, the proponent must present three witnesses who could does not so express) “that the will and the signature are in the
declare that the will and the signature are in the writing of the handwriting of the testator”. There may be no available witness of
testatrix, the probate being contested; and because the lone the testator’s hand; or even if so familiarized, the witnesses may be
witness presented “did not prove sufficiently that the body of the unwilling to give a positive opinion. Compliance with the rule of
will was written in the handwriting of the testatrix.” paragraph 1 of Article 811 may thus become an impossibility.
Petitioner appealed, urging: first, that he was not bound to produce This is the reason why the 2nd paragraph of Article 811 allows the
more than one witness because the will’s authenticity was not court to resort to expert evidence. The law foresees the possibility
questioned; and second, that Article 811 does not mandatorily that no qualified witness may be found (or what amounts to the
require the production of three witnesses to identify the same thing, that no competent witness may be willing to testify to
handwriting and signature of a holographic will, even if its the authenticity of the will), and provides for resort to expert
authenticity should be denied by the adverse party. evidence to supply the deficiency.
ISSUE: What the law deems essential is that the court should be convinced
W/N Article 811 of the Civil Code is mandatory or permissive. of the will’s authenticity. Where the prescribed number of
witnesses is produced and the court is convinced by their testimony
that the will is genuine, it may consider it unnecessary to call for The second witness was election registrar who was made to
expert evidence. On the other hand, if no competent witness is produce and identify the voter’s affidavit, but failed to as the same
available, or none of those produced is convincing, the Court may was already destroyed and no longer available.
still, and in fact it should, resort to handwriting experts. The duty of
the Court, in fine, is to exhaust all available lines of inquiry, for the
state is as much interested as the proponent that the true intention The third, the deceased’s niece, claimed that she had acquired
of the testator be carried into effect. familiarity with the deceased’s signature and handwriting as she
used to accompany her in collecting rentals from her various
tenants of commercial buildings and the deceased always issued
Codoy v. Calugay receipts. The niece also testified that the deceased left a
holographic will entirely written, dated and signed by said
312 SCRA 333
deceased.
FACTS:
On 6 April 1990, Evangeline Calugay, Josephine Salcedo and Eufemia
The fourth witness was a former lawyer for the deceased in the
Patigas, devisees and legatees of the holographic will of the
intestate proceedings of her late husband, who said that the
deceased Matilde Seño Vda. de Ramonal, filed a petition for
signature on the will was similar to that of the deceased but that he
probate of the said will. They attested to the genuineness and due
can not be sure.
execution of the will on 30 August 1978.
The fifth was an employee of the DENR who testified that she was
Eugenio Ramonal Codoy and Manuel Ramonal filed their opposition
familiar with the signature of the deceased which appeared in the
claiming that the will was a forgery and that the same is even
latter’s application for pasture permit. The fifth, respondent
illegible. They raised doubts as regards the repeated appearing on
Evangeline Calugay, claimed that she had lived with the deceased
the will after every disposition, calling the same out of the ordinary.
since birth where she had become familiar with her signature and
If the will was in the handwriting of the deceased, it was improperly
that the one appearing on the will was genuine.
procured.
HELD: The will was not found in the personal belongings of the deceased
but was in the possession of the said niece, who kept the fact about
1. YES. The word “shall” connotes a mandatory order, an imperative
the will from the children of the deceased, putting in issue her
obligation and is inconsistent with the idea of discretion and that
motive.
the presumption is that the word “shall”, when used in a statute, is
mandatory.
Evangeline Calugay never declared that she saw the decreased write
a note or sign a document.
In the case at bar, the goal to be achieved by the law, is to give
effect to the wishes of the deceased and the evil to be prevented is
the possibility that unscrupulous individuals who for their benefit
The former lawyer of the deceased expressed doubts as to the
will employ means to defeat the wishes of the testator.
authenticity of the signature in the holographic will.
The word “shall” connotes a mandatory order, an imperative 3. The lower court denied the probate on the ground that the
obligation and is inconsistent with the idea of discretion and that animus revocandi in the burning of the will was sufficiently
the presumption is that the word “shall”, when used in a statute, is proven.
mandatory.
Issue: Whether or not there was valid revocation of the will
Facts:
1. Previously, Francisco Gago filed a petition for the probate of
a will of Miguel Mamuyac executed on July 27, 1918. The
oppositors alleged that the said will was already annulled and
revoked. It appeared that on April 16, 1919, the deceased
executed another will. The lower court denied the probate of
the first will on the ground of the existence of the second will.