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WILLS  3-­‐D  2016  DIGEST  GROUP  (FIRST  BATCH)
INHERITANCE   RATIO:   NO.   Respondent   Japitana   has   no   cause   of   action   against  
  petitioner   Nacar.   A   cause   of   action   is   an   act   or   omission   of   one  
Case  No.  1   party   in   violation   of   the   legal   right   of   the   other.   Its   essential  
Nicanor  Nacar  (Petitioner)  vs.  Claudio  Nistal,  Municipal  Judge,   elements   are,   namely:   (1)   the   existence   of   a   legal   right   in   the  
Agusan  del  Sur;  Provincial  Sheriff  of  Agusan  del  Sur,  Ildefonso   plaintiff,   (2)   a   correlative   legal   duty   in   the   defendant,   and   (3)   an  
Japitana,  and  Antonio  Doloricon  (Respondents)   act   or   omission   of   the   defendant   in   violation   of   plaintiff's   right  
G.R.  No.  L-­‐33006   with   consequential   injury   or   damage   to   the   plaintiff   for   which   he  
December  8,  1982   may   maintain   an   action   for   the   recovery   of   damages   or   other  
GUTIERREZ,  JR.,  J.   appropriate  relief.  
   
FACTS:   Sometime   in   1968   Petitioner’s   stepfather,   Isabelo   Nacar,   Indeed,   although   respondent   Japitana   may   have   a   legal   right   to  
incurred   an   indebtedness   against   the   Respondent   amounting   to   recover   an   indebtedness   due   him,   petitioner   Nicanor   Nacar   has   no  
P2,791.00.   Despite   repeated   demands   by   the   respondent,   Isabelo   correlative   legal   duty   to   pay   the   debt   for   the   simple   reason   that  
was  not  able  to  pay.  Thus,  prompting  the  respondent  to  file  a  civil   there  is  nothing  in  the  complaint  to  show  that  he  incurred  the  debt  
action   for   the   collection   of   money   against   Isabelo.   In   the   year   or  had  anything  to  do  with  the  creation  of  the  liability.  As  far  as  the  
1970,  Isabelo  died.  Respondent  then  filed  a  complaint  in  Civil  Case   debt   is   concerned,   there   is   no   allegation   or   showing   that   the  
and   entitled   it   "Claim   Against   the   Estate   Nicanor   Nacar   the   Late   petitioner   had   acted   in   violation   of   Mr.   Japitana's   rights   with  
Isabelo  Nacar  With  Preliminary  Attachment".   consequential   injury   or   damage   to   the   latter   as   would   create   a  
  cause  of  action  against  the  former.  
Petitioner  filed  a  motion  to  dismiss,  to  dissolve  writ  of  preliminary    
attachment,  and  to  order  the  return  of  the  carabaos.  In  his  motion   The   carabaos,   if   really   owned   by   Isabelo   Nacar,   pertained   to   his  
to  dismiss,  the  petitioner  raised  the  issue  of  lack  of  jurisdiction  and   estate   upon   his   death.   The   claim   of   the   private   respondents   may  
absence   of   a   cause   of   action.   Mr.   Nacar   averred   that   the   only   be   satisfied   by   a   voluntary   act   on   the   part   of   the   heirs   of  
indebtedness   mentioned   in   the   complaint   was   alleged   to   have   Isabelo   Nacar,   or   pursued   in   the   appropriate   settlement  
been  incurred  by  the  late  Isabelo  Nacar  and  not  by  Nicanor  Nacar.   proceedings.   A   municipal   court   may   not   entertain   such   a  
There  was,  therefore,  no  cause  of  action  against  him.   proceeding,  it  not  being  vested,  under  the  law  then  in  force,  with  
  probate  jurisdiction.  
Private   respondent   Japitana   filed   an   opposition   to   this   motion  
while   intervenor   Antonio   Doloricon   filed   a   complaint   in  
intervention   asserting   that   he   was   the   owner   of   the   attached  
carabaos  and  that  the  certificates  of  ownership  of  large  cattle  were  
in   his   name.   The   respondent   Judge   denied   the   motion   to   dismiss.  
Hence  this  instant  petition.  
 
ISSUE:  Whether  or  not  a  complaint  against  an  heir  of  a  decedent,  
who   incurred   the   indebtedness,   is   the   correct   action   for   the  
collection  of  money.  
 
Case  No.  2   belonging  to  the  estate  had  been  made.  because  it  was  perishable  
Dora  Perkins  Anderson  (Petitioner-­‐Appellee)  vs.  Idonah  Slade   in  nature.    
Perkins  (Oppositor-­‐Appellant)    
GR  L-­‐15388   Lower  court’s  decision:  The  lower  court  approved  the  proposed  
January  31,  1961   sale   and   also   authorized   the   Sheriff   of   Manila   to   conduct   the   same.  
REYES,  J.B.L.,  J.   Despite   of   the   defendant’s   Motion   for   Reconsideration,   the   lower  
  court  denies  such  MR.  (Motion  for  Reconsideration)  
FACTS:    On  May  10,  1956,  Dora  Perkins  Anderson  filed  a  petition    
for  the  probate  of  the  supposed  last  will  and  testament  of  the  late   ISSUE:   Whether   or   not   the   special   administrator   may   sell   the  
Eugene   Arthur   Perkins   who   allegedly   possessed   of   personal   and   properties  of  the  late  Eugene  Arthur  Perkins  
real   properties   with   a   probate   value   of   P5,000.00   and   Dora   also    
filed  an  urgent  petition  for  the  estate.  On  the  same  day,  the  court   RATIO:   NO.     The   Supreme   Court   held   that   the   special  
issued   an   order   appointing   Alfonso   Ponce   Enrile   as   special   administrator  can  not  sell  the  property  of  the  late  Arthur  Perkins.    
administrator.     It   is   true   that   the   function   of   a   special   administrator   is   only   to  
  collect   and   preserve   the   property   of   the   deceased   until   a   regular  
Idonah   Slade   Perkins,   surviving   spouse   of   the   deceased,   opposed   administrator   is   appointed.   Both   the   estate   and   and   its   value  
to   the   said   probate   and   the   special   administrator   submitted   an   should  be  preserved.    
inventory  of  the  assets  of  the  deceased  at  the  time  of  his  death.      
  Records  show  that  up  to  the  time  the  proposed  sale  was  asked  for  
Two  years  later,  the  special  administrator  submitted  to  the  court  a   and   judicially   approved,   no   proceeding   has   yet   been   taken   or   even  
petition  seeking  authority  to  sell  or  give  away  to  some  charitable   started,   to   segregate   the   alleged   exclusive   property   of   the  
institution/s   certain   personal   properties.   Court   required   the   defendant   from   the   mass   of   the   estate   supposedly   left   by   the  
administrator   to   submit   an   inventory   of   the   properties   and   thus,   deceased  or  to  liquidate  the  conjugal  partnership  property.    
he   likewise   submitted   it.   Idonah   Perkins   opposed   to   the   said    
proposed  sale.     It   does   not   appear   that   defendant   was   given   a   reasonable  
  opportunity   to   point   out   in   which   items   in   the   inventory   she   did  
Plaintiff’s   contention:   The   special   administrator   has   the   not   want   to   sold.   Also,   it   did   not   even   show   that   an   inquiry   was  
authority  to  sell  the  properties  of  the  late  Eugene  Arthur  Perkins.   made   as   to   the   validity   of   the   grounds   of   her   opposition.   Lower  
That   the   special   administrator   claims   that   oppositor/defendant   court’s   decision   was   set   aside   and   with   costs   against   the   special  
should   allege   on   the   properties   which   she   did   not   want   to   sell   and   administrator.
that   her   refusal   to   do   so   is   an   indication   of   her   unmeritorious  
claim.    
 
Defendant’s  contention:  Idorah  Perkins  contention  was  that  the  
special  administrator  has  no  legal  authority  to  sell  the  properties  
because   it   was   perishable   in   nature.   That   such   properties   sought  
to   be   sold   were   conjugal   properties   of   herself   and   her   deceased  
husband  and  the  unauthorized  removal  of  fine  pieces  of  furniture  
RIGHTS  TO  THE  SUCCESSION  ARE   and  petitioners  are  barred  by  prescription/laches.  The  RTC  ruled  
in  favor  of  the  petitioners.    
TRANSMITTED  FROM  THE  MOMENT  OF    
DEATH   CA   reversed   the   ruling   of   the   RTC   stating   that   there   was   a   valid  
  oral   partition   of   the   lot   wherein   the   questioned   Lot   No.   1-­‐A-­‐14   is   a  
Case  No.  3   part  thereof  and  such  lot  was  owned  by  Rafael  Reyes  Sr  and  validly  
Maria  Vda.  De  Reyes  et  al.  (Petitioner)  vs.  CA  and  Sps.   sold  to  Gardiola.  
Dalmacio  Gardiola  (Respondents)    
GR  No.  92436   ISSUE:   Whether   or   not   Rafael   Reyes   Jr.’s   successors-­‐in-­‐interest   is  
July  26,  1991   the  lawful  owner  of  Lot  No.  1-­‐A-­‐14.  
Davide,  Jr.,  J.    
  RATIO:   NO.   According   to   the   Supreme   Court,   the   rights   to   the  
FACTS:    Gavino  Reyes  was  the  owner  of  a  more  or  less  70  hectares   succession   are   transmitted   from   the   moment   of   death   of   the  
parcel   of   land   located   in   Sangayad,   Ulong-­‐Tubig,   Carmona   Cavite.   decedent.   Rafael   Reyes   Jr.   never   became   the   owner   of   Lot   No.   1-­‐A-­‐
When   he   died   in   1921,   the   said   land   was   never   been   registered   14   because   it   was   sold   by   his   father,   Rafael   Reyes   Sr.   during   his  
under   Torrens   System.   Gavino’s   son,   Marcelo   Reyes   became   the   lifetime.     An   extrajudicial   settlement   does   not   create   a   right   in  
administrator   of   the   said   land   and   applied   for   registration.   When   favor   of   an   heir.     Petitioners,   as   mere   successors-­‐in-­‐interest   of  
the   lot   was   surveyed   and   subdivided   by   the   heirs   of   Gavino.   Few   Rafael  Reyes,  Jr.,  the  son  of  Rafael  Reyes,  Sr.,  can  only  acquire  that  
years  after,  Rafael  Reyes,  Sr.  another  son  of  Gavino  sold  a  parcel  of   which  Rafael,  Jr.  could  transmit  to  them  upon  his  death.  
land   with   an   area   of   23,431   square   meters   to   the   private  
respondents,   Gardiola.   However,   the   said   land   with   Lot   No.   1-­‐A-­‐14  
was  never  been  indicated  in  the  deed  of  sale.  After  the  fulfillment  
of   the   sale,   private   respondents   immediately   took   possession   of  
the  property  and  started  paying  the  land  taxes.    
 
On  October  21,  1967,  the  heirs  of  Gavino  Reyes  executed  a  Deed  of  
Extrajudicial   Settlement   of   Estate.   Rafael   Reyes   Sr.   and   Marta  
Reyes,   children   of   Gavino   both   deceased,   represented   by   their  
children  Rafael  Reyes,  Jr  only  son  of  Rafael  Reyes  Sr.  and  Rosario  
Martillano  for  Marta  Reyes.  This  was  the  time  when  Rafael  Reyes,  
Jr.   discovered   that   they   are   the   lawful   owner   of   Lot   No.   1-­‐A-­‐14.  
Rafael   Jr.   filed   a   case   against   the   private   respondent   for   recovery  
of   possession   or   in   the   alternative,   for   indemnification,   accounting  
and   damages.   Private   respondents   deny   the   material   averments   in  
the  complaint  and  assert  that  they  are  the  lawful  owner  of  the  lot  
in  question,  which  they  bought  the  same  lot  from  Rafael  Reyes  Sr.  
and  such  sale  was  known  to  Rafael  Reyes  Jr.  that  they  have  been  in  
possession   of   the   property   and   have   been   paying   the   land   taxes  
Case  No.  4   ground   of   failure   to   prosecute.   However   it   was   subsequently   lifted  
Danilo  I.  Suarez,  et  al.  (Petitioners)  vs.  CA,  et  al.   by  the  same  court.  The  Court  of  Appeals  then  granted  Raymundo's  
(Respondents)   appeal   seeking   to   annul   the   order   of   the   lower   court.   Hence,   this  
G.R.  No.  94918   appeal.  
September  2,  1992    
Nocon,  J.   ISSUE:   Whether   or   not   respondents   can   validly   acquire   all   the   five  
  (5)   parcels   of   land   co-­‐owned   by   petitioners   and   registered   in   the  
FACTS:  In  1995,  petitioners’  father  died  and  since  then  his  estate   name  of  petitioners'  deceased  father,  Marcelo  Suarez.  
consisting   of   several   valuable   parcels   of   land   in   Pasig,   Metro    
Manila   has   lot   been   liquidated   or   partitioned.   In   1977,   petitioners'   RATIO:   NO.   Only   one-­‐half   of   the   5   parcels   of   land   should   have  
widowed   mother   and   Rizal   Realty   Corporation   lost   in   the   been  the  subject  of  the  auction  sale.  The  legitime  of  the  surviving  
consolidated  cases  for  rescission  of  contract  and  for  damages,  and   spouse   is   equal   to   the   legitime   of   each   child.   The   proprietary  
were  ordered  by  RTC  of  Pasig  to  pay,  jointly  and  severally,  herein   interest   of   petitioners   in   the   levied   and   auctioned   property   is  
respondents   the   aggregate   principal   amount   of   about   P70,000   as   different   from   and   adverse   to   that   of   their   mother.   Petitioners  
damages.   became  co-­‐owners  of  the  property  not  because  of  their  mother  but  
  through   their   own   right   as   children   of   their   deceased   father.  
The   judgment   against   petitioners'   mother   and   Rizal   Realty   Therefore,   petitioners   are   not   barred   in   any   way   from   instituting  
Corporation   having   become   final   and   executory,   five   (5)   valuable   the  action  to  annul  the  auction  sale  to  protect  their  own  interest.    
parcel   of   land   in   Pasig,   Metro   Manila,   were   levied   and   sold   on    
execution   in   favor   of   the   Private   respondents   Raymundo   as   the   NOTES:  
highest  bidder.      
  Article  777:  “The  law  applicable  at  the  time  of  the  institution  of  the  
Private   respondents   were   then   issued   a   certificate   of   sale   which   case.   "The   rights   to   the   succession   are   transmitted   from   the  
was   subsequently   registered.   Before   the   expiration   of   the   moment  of  the  death  of  the  decedent."    
redemption   period,   petitioners   filed   a   reinvindicatory   action    
alleging,   among   others,   that   being   strangers   to   the   case   decided   Article   888:   "The   legitime   of   the   legitimate   children   and  
against  their  mother,  they  cannot  be  held  liable  therefor  and  that   descendants   consists   of   one-­‐half   of   the   hereditary   estate   of   the  
the   five   (5)   parcels   of   land,   of   which   they   are   co-­‐owners,   can   father   and   of   the   mother.   The   latter   may   freely   dispose   of   the  
neither  be  levied  nor  sold  on  execution.    The  Provincial  Sheriff  of   remaining  half,  subject  to  the  rights  of  illegitimate  children  and  of  
Rizal   issued   to   private   respondents   a   final   deed   of   sale   over   the   the  surviving  spouse  as  hereinafter  provided."    
properties.    
  Article  892,  par.  2:  "If  there  are  two  or  more  legitimate  children  or  
A   writ   of   preliminary   injunction   was   issued   enjoining   private   descendants,   the   surviving   spouse   shall   be   entitled   to   a   portion  
respondents  from  transferring  to  third  parties  the  levied  parcels  of   equal   to   the   legitime   of   each   of   the   legitimate   children   or  
land   based   on   the   finding   that   the   auctioned   lands   are   co-­‐owned   descendants."  
by  petitioners.    
   
The   RTC   granted   the   respondent's   motion   to   dismiss   on   the  
INTESTATE    
  Petitioner   on   the   other   hand,   interpose   a   defense   that   the   real  
Case  No.  5   intent  of  the  parties  was  to  make  the  entire  lot  the  subject  matter  
Nelia  A.  Constantino  (Petitioner)  vs.  CA,  Aurora  S.  Roque,   of  the  sale.  
Priscilla  S.  Luna,  and  Josefina  S.  Austria  (Respondents)    
G.R.  No.  116018   RTC:   Annul   and   cancel   the   Deed   of   Extrajudicial   Settlement   of  
November  13,  1996   Estate  with  Sale  and  Subdivision  Plan.  
Bellosillo,  J.    
  CA:  Sustained.  
FACTS:  Josefa  Torres  died  intestate  leaving  a  parcel  of  land  located    
at  Balagtas,  Bulacan.  In  1984,  the  heirs  (respondents  in  this  case)   ISSUE:  Whether  or  not  the  Extrajudicial  Settlement  of  Estate  with  
and   respondents,   entered   into   a   contract   to   sell   a   parcel   of   land   Sale  is  valid.  
with   a   total   land   area   of   250   sq./m   and   pursuant   to   their    
agreement,   the   heirs   authorized   petitioner   to   prepare   the   RATIO:   NO.   When   respondents   affixed   their   signatures   on   the  
necessary  Deed  of  Extrajudicial  Settlement  of  Estate  with  Sale.     deed,   it   was   still   incomplete   since   petitioner   who   caused   it   to   be  
  prepared  left  the  spaces  as  regards  the  dimensions  of  the  property  
After   having   the   document   drafted   —   with   several   spaces   left   to   be   sold   blank   and   that   the   heirs   were   persuaded   to   sign   the  
blank  including  the  specification  as  to  the  metes  and  bounds  of  the   document   only   upon   the   assurance   of   petitioner   that   respondent  
land   —   petitioner   asked   the   heirs   to   affix   their   signatures   on   the   Roque,   would   be   present   when   the   property   would   be   surveyed.  
document   which   the   heirs   signed   with   the   understanding   that   As   it   surfaced,   the   supposed   understanding   was   merely   a   ruse   of  
respondent   Roque,   would   be   present   when   the   latter   would   seek   petitioner   to   induce   respondents   to   sign   the   deed.   Apparently,  
permission  from  the  Bureau  of  Lands  and  have  the  land  surveyed.     petitioner  deceived  respondents  by  filling  the  blank  spaces,  having  
  the  lots  surveyed  and  subdivided,  and  then  causing  the  issuance  of  
However,  without  the  participation  of  any  of  the  Torres  heirs,  the   transfer   certificates   of   title   without   their   knowledge,   much   less  
property  was  subsequently  surveyed,  subdivided  and  2  TCTs  were   consent.  
issued.   When   respondent   was   able   to   secure   a   copy   of   the   deed,    
they   learned   that   the   area   of   the   property   purportedly   sold   to   NOTES:  
petitioner  was  much  bigger  than  that  agreed  upon  by  the  parties.      
  [This   case   is   primarily   about   the   validity   of   the   contract.   However,  
Respondents   then   sent   a   letter   to   petitioner   demanding   the   this  is  listed  under  the  topic  of  Intestate.  Perhaps,  Atty.  wanted  this  
surrender   to   them   of   the   deed   of   settlement   and   conveyance,   the   case  to  be  an  example  of  the  definition  of  intestate.]  
subdivision   plan   and   the   certificates   of   title;   but   to   no   avail.   This    
prompted   the   respondents   to   file   with   the   RTC   an   action   for   Intestate  –  is  a  decedent  who  left  no  will.  
annulment   of   the   deed   and   cancellation   of   the   certificates   of   title    
interposing  that  all  the  heirs  signed  the  document  before  the  land   Settlement  of  an  estate  need  not  undergo  judicial  proceedings  all  the  
was   surveyed   and   subdivided,   hence,   there   was   yet   no   definite   time.  Rule  74,  Section  1  of  the  Rules  of  Court  allows  the  extrajudicial  
area   to   be   sold   that   could   be   indicated   in   the   deed   at   the   time   of   settlement  of  estate  by  agreement  among  the  heirs.    
the  signing.    
Sec.  1.  Extrajudicial  settlement  by  agreement  between  heirs.      
 
–  If  the  decedent  left  no  will  and  no  debts  and  the  heirs  are  all  of  age,  
or   the   minors   are   represented   by   their   judicial   or   legal  
representatives   duly   authorized   for   the   purpose,   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,  he  may  
adjudicate  to  himself  the  entire  estate  by  means  of  an  affidavit  filed  
in  the  office  of  the  register  of  deeds    
HEIRS   the   respondent   court   should   have   proceeded   with   the   trial   and  
  simultaneously  resolved  the  issue  of  heirship  in  the  same  case.  
Case  No.  6    
Heirs  of  Guido  and  Isabel  Yaptinchay  (Petitioners)  vs.  Court  of   ISSUE:   Should   the   respondent   court   have   proceed   with   the   trial  
Appeals  et  al.  (Respondents)   and  simultaneously  resolve  the  issue  of  heirship  in  the  same  case?  
G.R.  No.  124320    
March  2,  1999   RATIO:   NO.   The   Court   ruled   that   the   trial   court   cannot   make   a  
Purisima,  J.   declaration  of  heirship  in  the  civil  action  for  the  reason  that  such  a  
  declaration  can  only  be  made  in  a  special  proceeding.  
FACTS:  Petitioners  are  the  legal  heirs  of  the  late  Guido  and  Isabel    
Yaptinchay,   the   owners-­‐claimants   of   Lot   No.   1131   situated   in   Under  Section  3,  Rule  1  of  the  1997  Revised  Rules  of  Court,  a  civil  
Bancal,   Carmona,   Cavite.   Petitioners   discovered   that   a   portion,   if   action   is   defined   as   "one   by   which   a   party   sues   another   for   the  
not   all,   of   the   aforesaid   properties   were   titled   in   the   name   of   enforcement   or   protection  of  a   right,   or   the   prevention   or  
respondent   Golden   Bay   Realty   and   Development   Corporation   redress  of  a   wrong"   while   a   special   proceeding   is   "a   remedy   by  
(GoldenBay)   under   Transfer   Certificate   of   Title   Nos.   225254   and   which  a  party  seeks  to  establish  a  status,  a  right,  or  particular  fact."  
225255.      
    The  Court  held  that  the  declaration  of  heirship  can  be  made  only  in  
They   filed   a   complaint   for   annulment   and/or   declaration   of   nullity   a   special   proceeding   inasmuch   as   the   petitioners   in   the   case   at   bar  
of   TCT   Nos.   493363-­‐67   and   its   derivatives   and   as   alternative   are  seeking  the  establishment  of  a  status  or  right.  
reconveyance   of   realty   with   prayer   for   writ   of   preliminary    
injunction   and/or   restraining   order   with   damages   with   the   In  Litam,   etc.,   et   al.  vs.   Rivera,   this  court  opined   that   the  
Regional  Trial  Court  in  Imus,  Cavite.     declaration  of  heirship   must   be   made   in   an   administration  
    proceeding,   and   not   in   an   independent   civil   action.   This   doctrine  
Private  respondents  presented  a  motion  to  dismiss  on  the  grounds   was  reiterated  in  Solivio  vs.  Court  of  Appeals,  where  the  court  held:    
that   the   complaint   failed   to   state   a   cause   of   action   and   that    
petitioners   did   not   have   a   right   of   action,   that   they   have   not   "In  Litam,  et  al.  vs.  Rivera,  100  Phil.  364,  where  despite  the  
established  their  status  as  heirs  and  that  the  land  being  claimed  is   pendency  of  the   special   proceedings   for   the  
different  from  that  of  the  private  respondents.  The  said  motion  to   settlement  of  the   intestate   estate  of  the   deceased   Rafael  
dismiss   was   granted   by   the   respondent   court   holding   that   Litam,   the   plaintiffs-­‐appellants   filed   a   civil   action   in   which  
petitioners   have   not   shown   any   proof   or   even   a   semblance   of   it   they   claimed   that   they   were   the   children   by   a   previous  
except  the  allegations  that  they  are  the  legal  heirs  of  the  deceased   marriage  of  the   deceased   to   a   Chinese   woman,   hence,  
couple.     entitled   to   inherit   his   one-­‐half   share  of  the   conjugal  
    properties   acquired   during   his   marriage   to   Marcosa   Rivera,  
Petitioners   interposed   a   motion   for   reconsideration   but   it   was   the   trial  court  in   the   civil   case   declared   that   the   plaintiffs-­‐
denied.  Hence,  the  present  petition.  Petitioners  contended  that  the   appellants   were   not   children  of  the   deceased,   that   the  
respondent   court   acted   with   grave   abuse   of   discretion   in   ruling   properties   in   question   were   paraphernal   properties  of  his  
that   the   issue   of   heirship   should   first   be   determined   before   the   wife,  Marcosa  Rivera,  and  that  the  latter  was  his  only  heir.  
trial   of   the   case   could   proceed.   It   is   petitioners'   submission   that   On   appeal   to   this  Court,   we   ruled   that   'such   declarations  
(that   Marcosa   Rivera   was   the   only   heir  of  the   decedent)   is  
improper,   in   Civil   Case   No.   2071,  it   being   within   the  
exclusive   competence  of  the  court  in   Special   Proceedings   No.  
1537,   in   which   it   is   not   as   yet,   in   issue,   and,   will   not   be,  
ordinarily,   in   issue   until   the   presentation  of  the  
project  of  partition.'  (p.  378)."    
 
The   trial  court   cannot   make   a   declaration  of  heirship   in   the   civil  
action  for  the  reason  that  such  a  declaration  can  only  be  made  in  a  
special   proceeding.   Under   Section   3,   Rule   1  of  the   1997   Revised  
Rules  of  Court,   a   civil   action   is   defined   as   "one   by   which   a   party  
sues   another   for   the   enforcement   or   protection  of  a   right,   or   the  
prevention  or  redress  of  a  wrong"  while  a  special  proceeding  is  "a  
remedy   by   which   a   party   seeks   to   establish   a   status,   a   right,   or   a  
particular   fact."   It   is   then   decisively   clear   that   the  
declaration  ofheirship   can   be   made   only   in   a   special   proceeding  
inasmuch   as   the   petitioners   here   are   seeking   the  
establishment  of  a  status  or  right.  
 
NOTES:  
 
Intestate  –  the  description  of  a  person  who  dies  without  making  a  
valid  will  
 
“The   trial   court   cannot   make   a   declaration   of   heirship   in   the  
civil  action  for  the  reason  that  such  a  declaration  can  only  be  made  
in   a   special   proceeding.   Under   Section   3,   Rule   1   of   the   1997  
Revised  Rules  of  Court,  a  civil  action  is  defined  as  "one  by  which  a  
party   sues   another   for   the   enforcement   or   protection   of   a   right,   or  
the  prevention  or  redress  of  a  wrong"  while  a  special  proceeding  is  
"a  remedy  by  which  a  party  seeks  to  establish  a  status,  a  right,  or  a  
particular  fact."  
Case  No.  7   LOWER  COURT:  Ruled  in  favor  of  petitioner  Raymundo.  Issued  an  
Valente  Raymundo  (Petitioner)  vs.  Teofista  Isagon  Vda.  De   Order   directing   Teofista:   (1)   to   vacate   the   subject   properties,   (2)  
Suarez  ,  Danilo  I.  Suarez,  Eufrocina  Suarez,  Marcelo  I.  Suarez,   to  desist  from  despoiling,  dismantling,  removing  or  alienating  the  
Jr.,  Evelyn  Suarez,  et  al.  (Respondents)   improvements   thereon,   and   (4)   to   surrender   to   them   the   owners’s  
G.R.  No.  149017   duplicate  copy  of  the  torrens  title  and  other  pertinent  documents.  
November  28,  2008    
Nachura,  J.   Undaunted,   Teofista   and   herein   respondents   filed   a   petition   for  
  certiorari    before  the  CA  to  annul  the  foregoing  orders.  
FACTS:   Marcelo   and   Teofista   Isagon   Suarez’   marriage   was   blessed    
with   both   material   wealth   and   progeny   in   herein   respondents,   COURT   OF   APPEALS:   dismissed   Teofista’s   and   herein  
namely,   Danilo,   Eufrocina,   Marcelo   Jr.,   Evelyn,   and   Reggineo,   all   respondents’  petition.  
surnamed  Suarez.  During  their  marriage,  governed  by  the  conjugal    
partnership  of  gains  regime,  they  acquired  numerous  properties.     ISSUE:  Whether  or  not  respondents  must  first  be  declared  heirs  of  
  Marcelo  Sr.  before  they  can  file  action  to  annul  the  judicial  sale  of  
In  1955,  Marcelo  Sr.  died,  and  Teofista,  herein  respondents,  as  well   what  is  the  conjugal  property  of  Teofista  and  Marcelo,  Sr.    
as   Elpidio   Suarez,   executed   an   Extrajudicial   Settlement   of   Estate,    
partitioning   Marcelo   Sr.’s   estate.   Curiously,   despite   the   partition,   RATIO:  NO,  it  is  no  longer  needed.  SC  reversed  the  decision  of  RTC  
title   to   the   foregoing   properties,   explicitly   identified   in   the   and  Court  of  Appeals.  
Extrajudicial   Settlement   of   Estate   as   forming   part   of   Marcelo’s   and    
Isagon’s  property  regime,  remained  in  the  couple’s  name.     In   Heirs   of   Yaptichay,   the   complaint   for   annulment   and/or  
  declaration  of  nullity  of  certain  TCT’s  was  dismissed  for  failure  of  
In  1975,  Rizal  Realty  Corporation  (Rizal  Realty)  and  Teofista,  were   the  petitioners  to  demonstrate  “any  proof  or  even  a  semblance  of  
sued   by   petitioner   Valente   Raymundo,   his   wife   Violeta,   and   it”   that   they   had   been   declaredthe   legal   heirs   of   the   deceased  
Virginia  Banta  and  Maria  Concepcion  Vito  in  consolidated  cases  for   couple,  the  spouses  Yaptinchay.  
Rescission   of   Contract   and   Damages,   docketed   as   Civil   Case   Nos.    
21736  to  21739.     In   stark   contrast,   the   records   of   this   case   reveal   a   document,   an  
  Extrajudicial   Settlement   of   Marcelo   Sr.’s   estate,   which  
Petitioner’s   contention:   Petitioner   Valente   insists   that,   following   explicitlyrecognizes  herein  respondentsas  Marcelo  Sr.’s  legitimate  
our  ruling  in  Heirs  of  Yaptinchay  v.  Del  Rosario,  herein  respondents   children  and  heirs.  The  same  document  settles  and  partitions  the  
must  first  be  declared  heirs  of  Marcelo  Sr.  before  they  can  file  an   estate  of  Marcelo  Sr.  specifying  Teofista’s  paraphernal  properties,  
action  to  annul  the  judicial  sale  of  what  is,  undisputably,  conjugal   and   separates   the   properties   she   owns   in   common   with   her  
property  of  Teofista  ad  Marcelo  Sr.   childrem,   herein   respondents.   There   is   no   need   to   re-­‐declare  
  respondents   as   heirs   of   Marcelo   Sr.,   and   prolong   this   case  
Respondent’s   contention:   Article   777   of   the   Civil   Code,   tha   law   interminably.  
applicable  at  the  time  of  the  institution  of  the  case:  “The  rights  to    
the   succession   are   transmitted   from   the   moment   of   the   death   of   Petitioner   Valente,   along   with   Violeta,   Virginia   and   Maria  
the  decedent.”   Concepcion,   became   owners   of   the   subject   properties   only   by  
  virtue   of   an   exception   sale   to   recover   Teofista’s   judgment  
obligation.   This   judgment   obligation   is   solely   Teofista’s,   and  
payment  cannot  be  made  through  an  execution  sale  of  properties  
not  absolutely  owned  by  her.  The  subject  properties  were  conjugal  
properties  and  were,  in  fact,  even  titled  in  the  name  of  Marcelo,  Sr/  
married  to  Teofista.    
 
Thus,   upon   Marcelo   Sr.’s   death,   by   virtue   of   compulsory  
succession,   Marcelo   Sr.’s   share   in   the   conjugal   partnership   was  
transmitted  by  operation  of  law  to  his  complusory  heirs.  
   
Case  No.  8   new   TCT   had   in   fact   been   issued   to   him.   Thus,   the   property  
Development  Bank  of  the  Philippines  (Petitioner)  vs.  Ella   mortgaged   to   it   was   no   longer   covered   by   a   free   patent   but   by   a  
Gagarani,  Isagani,  Adrian,  Nathaniel,  Nieva,  Jonathan,   TCT.   DBP   also   argues   that   respondents   are   not   the   legal   heirs   of  
Dionesio,  Florence,  and  Jeremias,  all  surnamed  Asok     the   patentees   because   respondents   are   merely   their   daughter-­‐in-­‐
(Respondents)   law  and  grandchildren.  
G.R.  No.  172248    
September  17,  2008   ISSUE:   Whether   or   not   respondents   are   the   legal   heirs   of   the  
Corona,  J.   patentees.  
   
FACTS:   Spouses   Dionesio   and   Matea   Asok   owned   several   parcels   RATIO:  YES.  It  was  held  in  the  case  of  Madarcos  vs.  de  la  Merced  
of   land.   Upon   the   Spouses’   death,   their   eleven   children   inherited   that,   the   term   "legal   heirs"   is   used   in   Section   119   in   a   generic  
the   properties.   One   of   the   lands   inherited   was   covered   by   a   free   sense.  It  is  broad  enough  to  cover  any  person  who  is  called  to  the  
patent.   The   children   executed   an   Extrajudicial   Settlement   of   the   succession   either   by   provision   of   a   will   or   by   operation   of   law.  
Estate   with   Quitclaim.   Denison   Asok   (Asok)   inherited   the   subject   Thus,   legal   heirs   include   both   testate   and   intestate   heirs  
property.   As   a   result,   the   OCT   was   cancelled   and   a   TCT   was   issued   depending   upon   whether   succession   is   by   the   will   of   the   testator  
in  Asok’s  name.   or   by   law.   Legal   heirs   are   not   necessarily   compulsory   heirs   but  
  they  may  be  so  if  the  law  reserves  a  legitime  for  them.  
Asok   and   his   wife,   respondent   Ella   Gagarani   Asok,   borrowed    
P100,000  from  petitioner  DBP.  They  mortgaged  the  subject  lot  as   Respondents   inherited   the   property   from   Asok,   their   husband   and  
collateral  to  guarantee  payment  of  the  loan.  On  due  date,  Asok  and   father,  who  in  turn  inherited  it  from  his  parents.  Respondent  Ella  
Ella   failed   to   pay   the   loan   and   the   mortgage   was   extrajudicially   Gagarani   Asok,   as   daughter-­‐in-­‐law   of   the   patentees,   can   be  
foreclosed.  DBP  was  the  highest  bidder.   considered  as  among  the  legal  heirs  who  can  repurchase  the  land.  
 
A   certificate   of   sale   was   issued   in   favor   of   DBP.   DBP’s   ownership  
over   the   property   was   consolidated   and   a   TCT   was   issued   in   its  
name.   Asok   died.   He   was   succeeded   by   his   surviving   spouse   and  
children,   the   respondents.   Respondents   filed   a   Complaint   for  
repurchase   against   DBP.   They   invoked   their   right   to   repurchase  
the  property  under  Sec.  119  of  CA  141,  as  amended:    
 
Sec.  119.  Every  conveyance  of  land  acquired  under  the  free  patent  
or   homestead   provisions,   when   proper,   shall   be   subject   to  
repurchase   by   the   applicant,   his   widow,   or   legal   heirs,   within   a  
period  of  five  years  from  date  of  the  conveyance.    
 
DBP  contends  that  respondents  cannot  claim  the  right  under  Sec.  
119   which   covers   homesteads   and   free   patents   because   the   free  
patent  issued  to  Asok's  parents  had  already  been  cancelled  and  a  
REQUISITES  OF  A  FORMAL  WILL   pages   A,   B,   and   C   of   the   will   were   not   the   same.   This,   to   the  
  Petitioner,  indicated  that  they  were  not  signed  on  the  same  day.  
Case  No.  9    
Samaniego-­‐Celada  (Petitioner)  vs.  Abena  (Respondent)   For   her   part,   Respondent   counters   that   the   Petitioner   raises  
G.R.  No.  145545   questions   of   fact   which   were   already   settled   by   the   CA,   and   such  
June  30,  2008   finding   by   the   CA   were   final   and   conclusive   thus   not   subject   to  
Quisimbing,  J.   review  on  appeal  with  the  SC.  
   
FACTS:   Margarita   S.   Mayores   died   on   April   27   1987,   leaving   no   ISSUE:   Whether   or   not   Margarita’s   will   complied   with   the  
ascending  nor  descending  heirs.  She  was  survived  only  by  her  first   formalities  required  by  Art.  805  of  the  Civil  Code.  
cousins   Catalina   Samaniego-­‐Bombay,   Manuelita   Samaniego    
Sajonia,   Feliza   Samaniego,   and   Petitioner   Paz   Samaniego-­‐Celada.   RATIO:   YES,   the   will   complied   the   formalities   required   by   Art.  
Respondent   Lucia   D.   Abena,   who   was   the   decedent’s   lifelong   805.  The  Court,  citing  the  ruling  of  the  RTC  as  affirmed  by  the  CA,  
companion   since   1929,   was   the   recipient   of   not   only   all   the   held   that   the   Petitioner   had   no   basis   with   which   to   anchor   her  
personal   property   belonging   to   the   decedent   but   also   one-­‐half   of   arguments.   Citing   Art.   809   of   the   Civil   Code,   absent   a   showing   of  
her  undivided  share  in  real  properties  located  in  Singalong,  Manila   bad   faith,   forgery   or   fraud,   or   undue   and   improper   pressure   and  
and   San   Antonio   Village,   Makati.   Aside   from   this,   she   was   also   influence,  defects  and  imperfections  in  the  form  of  attestation  or  in  
made   the   sole   executor   of   the   will   which   was   executed   by   the   the   language   used   therein   shall   not   render   the   will   invalid   if   it   is  
decedent  on  February  2,  1987.   proved   that   the   will   was   in   fact   executed   and   attested   in  
  substantial  compliance  with  all  the  requirements  of  Article  805.  
On   August   11,   1987,   Petitioner   Paz   Samaniego-­‐Celada   filed   a    
Petition   for   Letters   of   Administration   of   the   Estate   of   Margarita   Thus,   even   if   the   attestation   clause   stated   that   the   will   was  
before   the   66th   Branch   of   the   RTC   of   Makati.   Two   months   after,   on   composed   of   three   pages   when   in   fact   it   was   only   composed   of  
October  27,  1987,  Respondent  Lucia  D.  Abena  then  filed  a  Petition   two,  since  the  page  where  the  attestation  was  found  does  not  form  
for   Probate   of   the   Will   of   Margarita   before   the   same   court.   Both   part   of   the   will,   such   an   irregularity,   to   the   Court’s   considered  
petitions   were   consolidated.   By   March   2,   1993   however,   the   RTC   view,   was   not   material   enough   to   invalidate   the   will.   Even   the  
rendered  a  decision  favorable  to  the  Respondent,  declaring  the  last   difference   in   size,   texture,   and   appearance   of   the   testator’s  
will  and  testament  of  Margarita  probated,  with  the  Respondent  as   signature  did  not  convince  the  Court  that  the  same  indicated  that  
the  sole  executor.   the   signatures   were   obtained   on   different   occasions.   A   picture  
  submitted   as   evidence   before   the   RTC   as   Exhibit   H-­‐3   readily  
Petitioner  appealed  the  Decision  of  the  RTC  to  the  CA  but  the  latter   showed   the   testator   affixing   her   signature   in   the   presence   of   the  
affirmed   the   decision   in   toto   hence   this   case.   Petitioner   contends   instrumental   witnesses   and   the   notary.   Most   glaringly,   the   Court  
that   the   decedent’s   will   failed   to   comply   with   the   formalities   noted   that   the   Petitioner   did   not   present   any   evidence   which  
required   by   Art.   805   of   the   Civil   Code.   Specifically,   she   points   at   would  substantiate  her  claim.  
the  fact  that  the  subject  will  was  not  signed  by  the  testator  in  the    
presence   of   the   instrumental   witnesses   and   in   the   presence   of   one   Finding  no  valid  ground  with  which  to  disturb  the  findings  of  the  
another.   She   also   contends   that   the   signature   of   the   testator   on   RTC,  as  well  as  the  CA,  the  Court  maintained  the  validity  of  the  will  
in  question.  
 
Case  No.  10   or  more  credible  witnesses  in  the  presence  of  the  testator  and  of  
Manuel  L.  Lee  (Complainant)  vs.  Atty.  Regino  B.  Tambago   one  another.  
(Respondent)    
A.C.  No.  5281   Only   two   witnesses,   Noynay   and   Grajo,   attested   the   will   in  
February  12,  2008   question.  On  this  circumstance  alone,  the  will  must  be  considered  
Corona,  J.   void.   The   Civil   Code   likewise   requires   that   a   will   must   be  
  acknowledged   before   a   notary   public   by   the   testator   and   the  
FACTS:   Complainant   Manuel   L.   Lee   charged   respondent   Atty.   witnesses.  
Regino   B.   Tambago   with   violation   of   the   Notarial   Law   and   the    
ethics  of  the  legal  profession  for  notarizing  a  spurious  last  will  and   An  acknowledgment  is  the  act  of  one  who  has  executed  a  deed  in  
testament.   In   his   complaint,   complainant   averred   that   his   father,   going  before  some  competent  officer  or  court  and  declaring  it  to  be  
the   decedent   Vicente   Lee,   Sr.,   never   executed   the   contested   will.   his   act   or   deed.   In   examining   the   acknowledgement   in   the   will,   the  
Furthermore,  the  spurious  will  contained  the  forged  signatures  of   Supreme  Court  found  that  there  was  the  conspicuous  absence  of  a  
Cayetano  Noynay  and  Loreto  Grajo,  the  purported  witnesses  to  its   notation   of   the   residence   certificates   of   the   notarial   witnesses  
execution.   Noynay  and  Grajo.  
   
The   will   was   purportedly   executed   and   acknowledged   before   Similarly,  the  notation  of  the  testators  old  residence  certificate  in  
respondent  on  June  30,  1965.  Complainant,  however,  pointed  out   the   same   acknowledgment   was   a   clear   breach   of   the   law.   These  
that   the   residence   certificate   of   the   testator   noted   in   the   omissions   by   respondent   invalidated   the   will.   As   the  
acknowledgment   of   the   will   was   dated   January   5,   1962.   acknowledging   officer   of   the   contested   will,   respondent   was  
Furthermore,   the   signature   of   the   testator   was   not   the   same   as   his   required  to  faithfully  observe  the  formalities  of  a  will  and  those  of  
signature   as   donor   in   a   deed   of   donation,   which   contained   his   notarization.   The   Supreme   Court   found   that   he   acted   very  
purported   genuine   signature.   Complainant   averred   that   the   irresponsibly  in  notarizing  the  will  in  question.  
signatures   of   his   deceased   father   in   the   will   and   in   the   deed   of  
donation  were,  in  all  aspects,  different  from  each  other.  
 
Respondent   in   his   comment   alleged   that   the   last   will   and  
testament   was   validly   executed   and   actually   notarized   by  
respondent   per   affidavit   of   Gloria   Nebato,   common-­‐law   wife   of  
Vicente   Lee,   Sr.   and   corroborated   by   the   joint   affidavit   of   the  
children   of   Vicente   Lee,   Sr.,   namely   Elena   N.   Lee   and   Vicente   N.  
Lee,  Jr.  
 
ISSUE:  Whether  or  not  Atty.  Tambago  violated  the  Notarial  Law.  
 
RATIO:   YES.   A   notarial   will,   as   the   contested   will   in   this   case,   is  
required  by  law  to  be  subscribed  at  the  end  thereof  by  the  testator  
himself.  In  addition,  it  should  be  attested  and  subscribed  by  three  
Case  No.  11   Possession   of   Lot   Nos.   674   and   676,   and   Damages   against  
Danilo  ALuad,  Leonora  ALuad,  Divina  ALuad,  Prospero  Aluad,   Respondent.  
and  Connie  Aluad  (Petitioners)  vs.  Zenaido  Aluad    
(Respondent)   In   the   Complaint,   they   alleged   that   they   were   in   prior   possession  
G.R.  No.  176943   of   the   two   parcels   of   land   given   and   sold   to   Respondent   until  
October  17,  2008   January   1991   when   Respondent   entered   and   possessed   the   two  
Carpio-­‐Morales,  J.   parcels   of   land,   claiming   that   he   was   the   adopted   son   of   Crispin  
  Aluad.   Respondent   refused   to   give   back   possession   until   Matilde  
FACTS:   Petitioners’   mother,   Maria   Aluad   (Maria),   and   Respondent   Aluad  died  in  1994  and  then  retained  possession  thereof  up  to  and  
Zenaido  Aluad  were  raised  by  the  childless  spouses  Matilde  Aluad   until   the   present   time,   thus,   depriving   them   of   the   enjoyment   of  
and   Crispin   Aluad.   Crispin   was   the   owner   of   six   lots   identified   as   said   parcels   of   land.   They   claimed   that   with   the   death   of   Matilde,  
Lot   Nos.   674,   675,   676,   677,   680,   and   682   of   the   Pilar   Cadastre,   the   Petitioners   succeeded   by   inheritance   by   right   of  
Capiz.   After   Crispin   died,   his   wife   Matilde   adjudicated   the   lots   to   representation  from  their  deceased  mother,  Maria  Aluad  who  was  
herself.   the  sole  and  only  daughter  of  Matilde  Aluad.  
     
On   November   14,   1981,   Matilde   executed   a   document   entitled   Respondent   countered   by   stating   that   he   was   the   owner   of   Lot   No.  
Deed  of  Donation  of  Real  Property  Inter  Vivos  (Deed  of  Donation)   674,  claiming  that  the  lot  in  question  was  adjudicated  to  him  in  the  
in  favor  of  petitioners’  mother  Maria  covering  all  the  six  lots  which   Last   Will   and   Testament   of   Matilde   Aluad.   Lot   No.   676,   on   the  
Matilde  inherited  from  her  late  husband  Crispin.   other  hand,  was  purchased  by  him  from  Matilde  Aluad.  He  claimed  
  that  these  two  lots  were  in  his  possession  as  true  owners  thereof.    
The   Deed   of   Donation   provided   that   it   would   become   effective    
upon   the   death   of   the   DONOR   (Matilde),   but   should   the   DONEE   On   September   20,   1996,   the   RTC   rendered   its   Decision   ruling   in  
(Maria)  die  before  the  DONOR,  the  said  donation  shall  be  deemed   favor   of   the   Petitioners.   It   held   that   Matilde   could   not   have  
rescinded.   The   Deed   also   provided   that   anytime   during   the   transmitted   any   right   over   Lot   Nos.   674   and   676   to   respondent,  
lifetime  of  the  DONOR  or  anyone  of  them  who  should  survive,  they   she   having   previously   alienated   them   to   Maria   via   the   Deed   of  
could   use,   encumber,   or   even   dispose   of   any   or   even   all   of   the   Donation   inter   vivos.   The   Petitioners   were   therefore   the   rightful  
parcels  of  land  herein  donated.   owners  of  the  subject  lots.    
   
On  August  26,  1991,  Matilde  then  sold  Lot  No.  676  to  Respondent   On   appeal,   the   CA   reversed   the   RTC’s   Decision,   holding   that   the  
by   a   Deed   of   Absolute   Sale   of   Real   Property.   Subsequently   or   on   Deed   of   Donation   was   actually   a   donation   mortis   causa,   not   inter  
January   14,   1992,   Matilde   executed   a   last   will   and   testament   vivos,   and   as   such   it   had   to,   but   did   not,   comply   with   the  
devising   Lot   Nos.   675,   677,   682,   and   680   to   Maria,   and   her   formalities   of   a   will.   With   their   MR,   denied   the   Petitioners   filed   a  
remaining  properties  including  Lot  No.  674  to  Respondent.   Petition  for  Review  with  the  SC,  hence  this  case.  
   
Matilde  died  on  January  25,  1994  while  Maria  died  on  September   Petitioners  contend  that  the  CA  was  in  error  when  it  held  that  the  
24  of  the  same  year.  After  Matilde  and  Maria's  death,  Maria's  heirs,   Deed   of   Donation   executed   by   Matilde   on   November   14,   1981   was  
herein  Petitioners,  filed  before  the  15th  Branch  of  the  RTC  of  Roxas   a  donation  mortis  causa,  not  inter  vivos  
City   a   Complaint   for   Declaration   and   Recovery   of   Ownership   and  
ISSUE:  Whether  or  not  the  Deed  of  Donation  is  a  donation  mortis   The   Deed   of   Donation,   which   is   one   of   mortis   causa,   not   having  
causa.   followed  the  formalities  of  a  will,    is  void  and  transmitted  no  right  
  to   petitioners   mother.   But   even   assuming   arguendo   that   the  
RATIO:   YES.   The   Supreme   Court   found   the   donation   to   formalities   were   observed,   since   it   was   not   probated,   no   right   to  
Petitioners’  mother  one  of  mortis  causa,  since:     Lot  Nos.  674  and  676  was  transmitted  to  Maria.  
   
1) It  conveys  no  title  or  ownership  to  the  transferee  before  the   Matilde  thus  validly  disposed  of  Lot  No.  674  to  respondent  by  her  
death   of   the   transferor,   or   what   amounts   to   the   same   thing,   last   will   and   testament,   subject   of   course   to   the   qualification   that  
that   the   transferor   should   retain   the   ownership   (full   or   her   (Matildes)   will   must   be   probated.   With   respect   to   Lot   No.   676,  
naked)  and  control  of  the  property  while  alive;   the   same   had,   as   mentioned   earlier,   been   sold   by   Matilde   to  
  respondent  on  August  26,  1991.  
2) That  before  the  death  of  the  transferor,  the  transfer  should    
be  revocable  by  the  transferor  at  will,  but  revocability  may        
be  provided  for  indirectly  by  means  of  a  reserved  power  in  
the   donor   to   dispose   of   the   properties   conveyed;   and  
finally,  
 
3) That   the   transfer   should   be   void   if   the   transferor   should  
survive  the  transferee.  
 
The  phrase  in  the  Deed  of  Donation  to  become  effective  upon  the  
death   of   the   DONOR   admits   of   no   other   interpretation   than   to  
mean  that  Matilde  did  not  intend  to  transfer  the  ownership  of  the  
six  lots  to  petitioners  mother  during  her  (Matildes)  lifetime.    
 
As   such,   the   formalities   of   a   will   should   have   been   observed   but  
they  were  not,  as,  first,  it  was  witnessed  by  only  two,  not  three  or  
more  witnesses  following  Article  805  of  the  Civil  Code.  Second,  the  
witnesses   did   not   even   sign   the   attestation   clause   the   execution   of  
which   clause   is   a   requirement   separate   from   the   subscription   of  
the  will  and  the  affixing  of  signatures  on  the  left-­‐hand  margins  of  
the  pages  of  the  will.  Third,  the  witnesses  did  not  acknowledge  the  
will  before  the  notary  public,  which  is  not  in  accordance  with  the  
requirement   of   Article   806   of   the   Civil   Code   that   every   will   must  
be   acknowledged   before   a   notary   public   by   the   testator   and   the  
witnesses.   And   fourth,   the   requirement   that   all   the   pages   of   the  
will  must  be  numbered  correlatively  in  letters  placed  on  the  upper  
part  of  each  page  was  not  also  followed.    
TESTAMENTARY  CAPACITY   sign  as  one  of  the  witnesses.  Ira  also  did  not  sign  as  a  witness.  In  
  the   end   three   persons   served   as   witnesses,   all   of   whom   were   in  
Case  No.  12   friendly   relations   with   the   lawyer,   and   two   relatives   of   his   wife.  
Estate  of  the  deceased  Victorina  Villaranda.  Eusebia   The   intended   testatrix   was   not   able   to   affix   her   signature   to   the  
(Petitioner-­‐Appellant)  vs.  Juliana  Chinco  (Oppositor-­‐ document,  and  it  was  signed  for  her  by  the  attorney.  
Appellee)    
G.R.  No.  33592   The   trial   court   disallowed   the   will   on   the   ground   that   Villaranda  
March  31,  1931   did  not  have  testamentary  capacity  at  the  time  the  instrument  was  
Street,  J.   to  have  been  executed  by  her.  
   
FACTS:   On   the   morning   of   June   2,   1929,   Victoria   Villaranda,   a   ISSUE:   Whether   or   not   Victoria   Villaranda   has   the   testamentary  
resident   of   Meycauayan,   Bulacan   was   afflicted   with   apoplexy,   capacity  at  the  time  the  paper  referred  to  was  signed  
incident  to  cerebral  hemorrhage  and  was  unconscious,  seated  in  a    
chair   and   was   taken   to   her   room.   Doctor   Geronimo   Z.   Ganaan,   a   RATIO:  NO.  At  the  time  the  will  was  made,  the  proof  showed  that  
local   physician,   visited   Villaranda,   whom   he   knew   very   well.   His   Villaranda  was  in  a  comatose  condition  and  devoid  of  the  power  of  
first  visit  occurred  between  6  and  7  pm  of  June  3,  and  he  found  her   articulate  speech.  She  was  incapable  of  performing  any  conscious  
insensible  and  incapable  of  talking  or  controlling  her  movements.     and  valid  act  and  thus,  lacking  testamentary  capacity.  
   
On   the   same   day,   the   parish   priest   called   for   the   purpose   of   The  first  of  these  witnesses  was  the  one  who  chiefly  cared  for  the  
administering  the  last  rights  of  the  church,  but  was  unable  to  take   deceased   during   her   last   illness   in   Meycauayan   until   she   was  
her   confession.   He   performed   the   office   of   extreme   unction   only.   carried   away   to   the   hospital   in   Manila;   and   the   second   was   a  
Another   doctor,   Doctor   Isidoro   Lim,   was   called   to   visit   and   neighbor,   who   was   called   in   when   the   stroke   of   apoplexy   first  
examine   Villaranda,   and   it   was   upon   his   approval   that   she   was   occurred  and  who  visited  the  patient  daily  until  she  was  removed  
taken  to  the  hospital  of  San  Juan  De  Dios  Manila  on  the  morning  of   from  Meycauayan.    
June  5,  1929.  She  died  four  days  later  at  the  age  of  80.    
  The   testimony   of   these   witnesses   is   convincing   to   the   effect   that  
The  purported  will  subject  of  this  proceeding  was  prepared  by  an   the   patient   was   in   a   continuous   state   of   coma   during   the   entire  
attorney   of   Manila,   Perfecto   Gabriel,   whose   wife   appears   to   be   period   of   her   stay   in   Meycauayan,   subsequent   to   the   attack,   and  
related   to   the   beneficiaries   named   in   the   will.   Gabriel   arrived   at   that   on   the   forenoon   of   June   5,   1929,   she   did   not   have   sufficient  
9’oclock   on   the   forenoon   of   June   5,   1929.   He   went   into   a   room   command  of  her  faculties  to  enable  her  to  do  any  valid  act.    
adjacent   to   that   occupied   by   the   patient   and,   taking   a   sheet   from  
an   exercise   book,   wrote   the   instrument   in   question.   Gabriel  
suggested   to   Doctor   Lopez   del   Castillo   that   he   wanted   Doctor  
Castillo   sign   as   a   witness,   but   the   latter   refused   because   he  
considered  Villaranda  lacking  testamentary  capacity.  
 
Marcos   Ira,   a   first   cousin   of   the   deceased,   was   also   present,   and  
attorney  Gabriel  asked  him  also  whether  or  not  he  was  willing  to  
Case  No.  13   right   to   make   a   will   provided   conditions   are   met)   to   execute   her  
Agustin  Barrera  et  al.  (Proponents-­‐Appellants)  vs.  Tampoco   will.    
et  al.  (Oppositors-­‐Appellees)    
G.R.  No.  L-­‐5263   RATIO:  YES.  The  argument  that  the  will  was  not  read  to  Oliva  was  
February  17,  1954   premised   on   the   alleged   contradiction   of   Atty.   Puno   and   Lacson  
Paras,  J.   regarding  the  sequence  of  the  reading  of  the  will  and  the  placing  of  
  lines   for   signatures,   and   regarding   the   question   whether   a   copy   or  
FACTS:   Oliva   Villapena   died   in   1948   leaving   properties   worth   Php   the  original  was  handed  to  the  testatrix.  As  already  observed,  the  
94,   852.96   and   a   will   instituting   nephews   and   nieces   and   discrepancy   pertained   to   an   insignificant   matter   which   could  
grandchildren   in   the   collateral   line   as   heirs.   Jose   Tampoco   et   al.,   overcome  the  credibility  of  Atty.  Puno’s  testimony  that  he  read  the  
alleged   grandchildren   of   the   testatrix   in   the   direct   line,   opposed   will   to   her   with   a   view   to   finding   whether   she   was   agreeable  
the  probate  proceeding  in  the  CFI  Tarlac  claiming  that  the  will  was   thereto.  It  was  not  necessary  that  said  will  be  read  upon  its  signing  
not   executed   in   accordance   with   law,   that   Oliva   lacked   and  in  the  presence  of  the  witnesses.    
testamentary   capacity,   that   there   was   undue   influence,   and   that    
Oliva’s   signature   was   obtained   through   fraud   and   trickery.   The   trial   court   also   concluded   that   the   testatrix   could   not   have  
Consortia  Lintang  et  al.,  alleged  nephews  and  niece,  also  filed  the   furnished  the  names  of  the  heirs  instituted  under  the  will  because  
same  opposition  based  essentially  on  the  mentioned  grounds.     (1)   Salvador   Tañedo,   one   of   such   heirs,   was   long   dead   and   (2)  
  Marcelo  Villapaña,  another  instituted  heir,  was  non-­‐  existent,  since  
The   CFI   rendered   a   decision   disallowing   the   will.   The   trial   court   Oliva  did  not  have  a  grandson  by  such  name.  Salvador  Tañedo  was  
held   that   the   will   was   not   Oliva’s   because   it   was   not   read   to   her,   already  dead,  and  the  testatrix  knew  about  it,  but  it  was  common  
and  she  did  not  institute  any  specific  names  as  heirs  (resulting  to   for   a   woman   of   old   age,   confused   by   the   big   number   of   her  
lack   of   testamentary   capacity);   that   attesting   witness   Laureano   relatives,  to  commit  the  mistake  of  unwittingly  mentioning  a  dead  
Antonio   was   not   present   when   Oliva   and   attesting   witness   one.    
Honorio   Lacson   signed   the   will;   and   that   Antonio   only   partially    
saw  the  signing  by  attesting  witness  Atty.  Modesto  Puno.     Moreover,   with   respect   to   the   instituted   heir,   Marcelo   Villapaña,  
  while   it   appeared   that   Oliva   did   not   have   a   grandson   answering   to  
Barrera   et   al.   appealed   and   narrated   this   version:   Atty.   Puno,   a   that   name,   there   was   evidence   tending   to   show   that   Pioquinto  
justice  of  the  peace  in  Tarlac,  went  to  Oliva’s  residence  in  Manila  to   Villapaña,   a   child   of   Ruperta   Pineda,   must   have   been   referred   to  
prepare   the   latter’s   will.   Upon   approval,   Atty.   Puno   asked   the   because  Oliva,  who  was  the  child's  god-­‐  mother,  originally  wanted  
presence  of  Lacson  and  Antonio  to  become  attesting  witnesses.   said  child  to  be  baptized  as  Marcelo,  after  his  father.    
 
The  lawyer  again  read  the  will  aloud;  Oliva,  Lacson,  Atty.  Puno,  and  
Antonio  subsequently  and  successively  signed  the  document.  They  
even   ate   “merienda”   afterwards.   On   October   17,   Oliva   delivered  
the   will   to   Barrera   for   safekeeping,   and   on   November   7,   Oliva  
passed  away.    
 
ISSUE:     Whether   or   not   Oliva   had   the   testamentary   capacity   (the  
Case  No.  14   already   become   final   and   executory,   it   is   not   longer   within   the  
The  Heirs  of  the  late  Matilde  Montinola-­‐Sanson  (Petitioner)   province   of   this   Court   to   review   it.   This   being   so,   the   findings   of  
vs.  Court  of  Appeals  and  Eduardo  F.  Hernandez  (Respondents)   the   probate   court   as   to   the   due   execution   of   the   will   and   the  
G.R.  No.  76648   testamentary  capacity  of  the  testatrix  are  now  conclusive.    
February  16,  1988    
Gancayco,  J.   During  the  hearing  before  the  probate  court,  not  only  were  there  
  three  close  relatives  of  the  testatrix  presented  but  also  two  expert  
FACTS:  A  petition  was  filed  by  private  respondent  Atty.  Hernandez   witnesses  who  declared  that  the  contested  will  and  signature  are  
with   the   Court   of   First   Instance   of   Manila   seeking   the   probate   of   in  the  handwriting  of  the  testatrix.  These  satisfy  the  requirements  
the   holographic   will   of   the   late   Herminia   Montinola   executed   on   of   Art.   811   of   the   Civil   Code,   in   conjunction   with   Sec.   11   of   Rule   76  
January   28,   1980.   The   testatrix   died   single,   parentless   and   for  the  probate  of  holographic  wills.    
childless  on  March  29,  1981  at  the  age  of  70  years  old,  and  devised    
several  of  her  real  properties  to  specified  persons.     In   addition,   by   virtue   of   Art.   841,   the   fact   that   in   the   testatrix’  
  holographic   will,   she   disposed   only   eleven   of   her   real   properties  
Matilde   Sanson,   petitioner,   the   only   surviving   sister   of   the   does  not  invalidate  the  will,  or  is  it  an  indication  that  the  testatrix  
deceased   but   who   was   not   named   in   the   said   will,   filed   her   was   of   unsound   mind.   The   portion   of   the   estate   undisposed   of  
Opposition   to   Probate   of   the   Will   alleging   that   the   subject   will   was   shall   pass   on   the   heirs   of   the   deceased   in   intestate   successor.  
not  entirely  written,  dated  and  signed  by  the  testatrix  herself  and   Neither   is   there   undue   influence   present   just   because   blood  
the   same   was   falsely   dated   or   antedated,   that   the   testatrix   was   not   relatives,   other   than   compulsory   heirs   have   been   omitted,   because  
in   full   possession   of   her   mental   faculties   to   make   testamentary   it  is  the  testator’s  rights  to  disregard  non-­‐compulsory  heirs.    
dispositions,   that   undue   influence   was   exerted   upon   the   person  
and   mind   of   the   testatrix   by   the   beneficiaries   named   in   the   will,  
and  that  the  will  failed  to  institute  a  residual  heir  to  the  remainder  
of  the  estate.    
 
The  probate  court  allowed  the  probate  of  the  disputed  will,  which  
caused   the   petitioner   to   appeal   this   decision   to   the   Court   of  
Appeals   who   affirmed   the   decision.   Petitioner   filed   a   motion   for  
new   trial,   attached   thereto   was   an   affidavit   of   merit   alleging   that  
witnesses  have  been  located  whose  testimonies  could  shed  light  as  
to  the  ill  health  of  the  testator  as  well  as  undue  influence  exerted.    
 
ISSUE:  Whether  or  not  there  are  sufficient  grounds  to  move  for  a  
new  trial  for  the  probate  of  the  holographic  will.  
 
RATIO:   NO.   The   evidence   sought   to   be   presented   by   the  
petitioner,   having   only   been   discovered   after   the   trial,   is   not  
sufficient  ground  for  a  new  trial.  Since  the  questioned  decision  has  
HOLOGRAPHIC  WILL   On   appeal,   the   Court   of   Appeals   dismissed   the   petition   for   probate  
  on   the   ground   that   the   will   failed   to   meet   the   requirements   for  
Case  No.  15   validity,   as   it   did   not   comply   with   Articles   813   and   814   of   the   New  
Spouses  Roberto  and  Thelma  Ajero  (Petitioners)  vs.  CA  and   Civil  Code.    As  a  result,  an  appeal  by  certiorari  from  the  Decision  of  
Clemente  Sand  (Respondents)   the  Court  of  Appeals  was  filed.  
G.R.  No.  106720    
September  15,  1994   ISSUE:  Whether  the  holographic  will  may  be  admitted  to  probate.  
Puno,  J.    
  RATIO:  YES.  Sec.  9,  Rule  76  of  the  Rules  of  Court  and  Article  839  of  
FACTS:     In   the   holographic   will   executed   by   the   late   Annie   Sand,   the  New  Civil  Code  provide  the  grounds  for  disallowance  of  wills.  
the   following   were   named   as   devisees:   petitioners   Roberto   and   These   lists   are   exclusive   and   no   other   grounds   can   serve   to  
Thelma   Ajero,   private   respondent   Clemente   Sand,   Meriam   Arong,   disallow   a   will.   Thus,   in   a   petition   to   admit   a   holographic   will   to  
Leah   Sand,   Lilia   Sand,   Edgar   Sand,   Fe   Sand,   Lisa   Sand,   and   Dr.   Jose   probate,   the   only   issues   to   be   resolved   are:   (a)   whether   the  
Ajero,   Sr.,   and   their   children.   Almost   two   months   after   the   instrument   is   indeed   the   decedent’s   last   will   and   testament;   (b)  
decedent’s   death,   petitioners   instituted   a   special   proceeding   for   whether   said   will   was   executed   in   accordance   with   the   formalities  
the  allowance  of  decedent’s  holographic  will  –  alleging  that  at  the   prescribed   by   law;   (c)   whether   the   decedent   had   the   necessary  
time  of  execution,  the  decedent  was  of  sound  and  disposing  mind,   testamentary   capacity   at   the   time   the   will   was   executed;   and   (d)  
not   acting   duress,   fraud   or   undue   influence,   and   was   in   every   whether   execution   of   the   will   and   its   signing   were   the   voluntary  
respect  capacitated  to  dispose  of  her  estate  by  will.   acts  of  the  decedent.  
   
Private  respondent  opposed  the  petition  on  the  grounds  that:  (1)   In   the   case   of   holographic   wills,   what   assures   authenticity   is   the  
neither   the   testament’s   body   nor   the   signature   therein   were   in   the   requirement   that   they   be   totally   autographic   or   handwritten   by  
decendent’s   handwriting;   (2)   it   contained   alterations   and   the  testator  himself,  as  provided  under  Article  810.  
corrections   which   were   not   duly  signed   by   decedent;   and   (3)   the    
will   was   procured   by   petitioners   through   improper   pressure   and   Article  813  and  814  are  requirements  that  affect  the  validity  of  the  
undue  influence.   dispositions  contained  in  the  holographic  will,  but  not  its  probate  
  –   these   requirements   of   changes   and   signing   and   dating   of  
The   petition   was   likewise   opposed   by   Dr.   Jose   Ajero,   who   dispositions   are   separate   form   that   which   provides   for   the  
contested  the  disposition  in  the  will  of  a  house  and  lot  located  in   necessary  conditions  for  the  validity  of  the  holographic  will  (in  Art.  
Cabadbaran,   Agusan   del   Norte,   claiming   that   the   property   could   810).   If   the   testator   fails   to   sign   and   date   some   of   the   dispositions,  
not  be  conveyed  in  its  entirety  as  decedent  was  not  the  sole  owner   these  dispositions  cannot  be  effectuated,  but  such  failure  does  not  
thereof.   The   RTC   admitted   the   holographic   will   in   question   to   render   the   whole   testament   void.   Furthermore,   unless  
probate   on   the   ground   that   (1)   three   witnesses   convincingly   unauthenticated   alterations,   cancellations   or   insertions   were  
showed   knowledge   of   and   identified   the   handwriting   and   made   on   the   date   of   the   holographic   will   or   on   the   testator’s  
signature   of   the   testatrix   to   be   genuine,   and   (2)   no   evidence   was   signature,   their   presence   does   not   invalidate   the   will   itself.   The  
presented   to   show   that   the   will   in   question   is   different   from   the   lack  of  authentication  will  only  result  in  the  disallowance  of  such  
will  actually  executed  by  the  testatrix.   changes.  
   
Re:   Cabadbaran   property   –   As   a   general   rule,   courts   in   probate   Art.   813,   NCC   –   When   a   number   of   dispositions   appearing   in   a  
proceedings  are  limited  to  pass  only  upon  the  extrinsic  validity  of   holographic   will   are   signed   without   being   dated,   and   the   last  
the  will  sought  to  be  probated.  However,  in  exceptional  instances,   disposition   has   a   signature   and   date,   such   date   validates   the  
courts   are   not   powerless   to   do   what   the   situation   constrains   them   dispositions   preceding   it,   whatever   be   the   time   of   prior  
to   do,   and   pass   upon   certain   provisions   of   the   will.   In   the   case   at   dispositions.  
bench,   decedent   herself   stated   in   the   will   that   the   property   is   in    
the   name   of   her   late   father,   John   Sand.   Thus,   she   cannot   validly   Art.   814,   NCC   –   In   case   of   insertion,   cancellation,   erasure   or  
dispose  of  the  whole  property,  which  she  shares  with  her  father’s   alteration  in  a  holographic  will,  the  testator  must  authenticate  the  
other  heirs.   same  by  his  full  signature.  
 
NOTES:  
 
Sec.   9,   Rule   76,   ROC   –   Wills   shall   be   disallowed   in   any   of   the  
following   cases:   (a)   If   not   executed   and   attested   as   required   by  
law;  (b)  If  the  testator  was  insane  or  otherwise  mentally  incapable  
to   make   a   will   at   time   of   execution;   (c)   If   it   was   executed   under  
duress,  or  the  influence  of  fear  or  threats;  (d)  If  it  was  procured  by  
undue   and   improper   pressure   and   influence   on   the   part   of   the  
beneficiary,   or   of   some   other   person   for   his   benefit;   (e)   If   the  
signature  of  the  testator  was  procured  by  fraud  or  trick,  and  he  did  
not   intend   that   the   instrument   should   be   his   will   at   the   time   of  
fixing  his  signature  thereto.  
 
Art.  839,  NCC  –  The  will  shall  be  disallowed  in  any  of  the  following  
cases:   (a)   If   the   formalities   required   by   law   have   not   been  
complied   with;   (b)   If   the   testator   was   insane,   or   otherwise  
mentally  incapable  of  making  a  will,  at  the  time  of  its  execution;  (c)  
If  it  was  executed  through  force  or  under  duress,  or  the  influence  
of   fear,   or   threats;   (d)   If   it   was   procured   by   undue   and   improper  
pressure   and   influence,   on   the   part   of   the   beneficiary   or   of   some  
other  person;  
 
Art.   810,   NCC   –   "A   person   may   execute   a   holographic   will   which  
must   be   entirely   written,   dated,   and   signed   by   the   hand   of   the  
testator  himself.  It  is  subject  to  no  other  form,  and  may  be  made  in  
or  out  of  the  Philippines,  and  need  not  be  witnessed."  
 
INTRINSIC  AND  EXTRINSIC  VALIDITY    
  RATIO:  YES.  Article  16  of  the  Civil  Code  provides  that  the  intrinsic  
Case  No.  16   validity  of  testamentary  dispositions  are  governed  by  the  national  
In  the  matter  of  the  Testate  Estate  of  Edward  E.  Christensen,   law   of   the   decedent,   in   this   case,   California   law.   The   provision   in  
Deceased.  Adolfo  C.  Aznar,  Executor,  and  Lucy  Christinsen,   the   laws   of   California   giving   a   testator   absolute   freedom   in  
Heir  of  Deceased.  (Appellees)  vs.  Helen  Christensen  Garcia   disposing   of   his   estate   is   the   internal   law   which   applies   only   to  
(Oppositor-­‐Appellant)   persons  domiciled  within  the  said  estate.  
G.R.  No.  L-­‐16749    
 January  31,  1963   On   the   other   hand,   the   provision   in   the   laws   of   California   stating  
Labrador,  J.   that  personal  property  is  governed  by  the  laws  of  the  domicile  of  
  its   owner   is   the   conflict   of   laws   rule   that   applies   to   persons   not  
FACTS:   Edward   S.   Christensen,   though   born   in   New   York,   domicile  in  the  said  state.    
migrated   to   California   where   he   resided   and   consequently   was    
considered  a  California  Citizen  for  a  period  of  nine  years  to  1913.     Accordingly,   the   laws   of   the   Philippines,   in   which   the   testator   is  
He   came   to   the   Philippines   where   he   became   a   domiciliary   until   domiciled  governs  the  succession  and  the  regime  of  legitimes  must  
the   time   of   his   death.   However,   during   the   entire   period   of   his   be  respected.  
residence   in   this   country,   he   had   always   considered   himself   as   a    
citizen  of  California.  
 
In   his   will,   executed   on   March   5,   1951,   he   instituted   an  
acknowledged   natural   daughter,   Maria   Lucy   Christensen   as   his  
only   heir   but   left   a   legacy   of   some   money   in   favor   of   Helen  
Christensen   Garcia   who,   in   a   decision   rendered   by   the   Supreme  
Court  had  been  declared  as  an  acknowledged  natural  daughter  of  
his.  Counsel  of  Helen  claims  that  under  Art.  16  (2)  of  the  civil  code,  
California  law  should  be  applied,  the  matter  is  returned  back  to  the  
law   of   domicile,   that   Philippine   law   is   ultimately   applicable,   that  
the  share  of  Helen  must  be  increased  in  view  of  successional  rights  
of  illegitimate  children  under  Philippine  laws.  
 
On  the  other  hand,  counsel  for  daughter  Maria,  in  as  much  that  it  is  
clear  under  Art,  16  (2)  of  the     New  Civil  Code,  the  national  of  the  
deceased   must   apply,   our   courts   must   apply   internal   law   of  
California   on   the   matter.   Under   California   law,   there   are   no  
compulsory  heirs  and  consequently  a  testator  should  dispose  any  
property  possessed  by  him  in  absolute  dominion.  
 
ISSUE:  Whether  or  not  succession  is  governed  by  Philippine  laws.  
Case  No.  17   MARIA   CRISTINA   BELLIS   and   MIRIAM   PALMA   BELLIS   however  
Testate  Estate  of  Amos  G.  Bellis,  Deceased.   opposed   the   project   of   partition   on   the   ground   that   they   were  
People’s  Bank  &  Trust  Co.,  Executor,  Maria  Cristina  Bellis  and   deprived   of   their   legitime   as   illegitimate   children   and,   therefore,  
Miriam  Palma  Bellis  (Oppositors-­‐Appellants)  vs.  Edward  A.   compulsory  heirs  of  the  deceased.  
Bellis,  et  al.  (Heirs-­‐Appellees)    
G.R.  No.  L-­‐23678   On  April  30,  1964,  the  CFI  of  Manila  issued  the  now  assailed  Order,  
June  6,  1967   overruling   the   opposition   of   both   Maria   and   Miriam   Bellis   and  
Bengzon,  J.P.,  J.   approving  the  executor’s  final  account,  report  and  administration,  
  and  project  of  partition.  Relying  upon  Article  16  of  the  Civil  Code,  
FACTS:   Amos   G.   Bellis   was   a   citizen   and   resident   of   Texas   at   the   it   applied   the   national   law   of   the   decedent,   which   in   this   case   is  
time  of  his  death.  He  executed  a  will  in  the  Philippines,  in  which  he   which  did  not  provide  for  legitimes.  
directed   that   after   all   taxes,   obligations,   and   expenses   of    
administration   are   paid   for,   his   distributable   estate   should   be   With  their  MR  denied  on  June  11,  1964,  Appellants  appealed  to  the  
divided,  in  trust,  in  the  following  order  and  manner:   SC   hence   this   case.   They   insist   that   the   Philippine   law   on   legitimes  
  must  be  applied  to  the  testacy  of  Amos  G.  Bellis.  They  rely  on  Art.  
a)  $240,000.00  to  his  first  wife  MARY  E.  MALLEN   17,   par.   3   as   the   exception   to   Art.   16,   par.   2   which   holds   that   the  
  national  law  of  the  decedent  prevails  in  intestate  or  testamentary  
b)   $120,000.00   to   his   three   illegitimate   children   AMOS   succession.  
BELLIS,   JR.,   MARIA   CRISTINA   BELLIS,   MIRIAM   PALMA    
BELLIS,  or  $40,000.00  each,  and   ISSUE:   Whether   or   not   the   law   on   legitimes   as   provided   for   in  
  Philippine  law  can  be  applied  to  Amos  G.  Bellis’  will.  
c)   After   foregoing   the   two   items   have   been   satisfied,   the    
remainder   shall   go   to   his   seven   surviving   children   by   his   RATIO:  NO,  Art.  17,  par.  3  is  not  an  exception  to  Art.  16,  paragraph  
first   and   second   wives   EDWARD   A.   BELLIS,   HENRY   A.   2   and   Art.   1039   of   the   Civil   Code.   The   Court,   in   ruling   that   the  
BELLIS,   ALEXANDER  BELLIS,   and   ANNA   BELLIS-­‐ALLSMAN,   Appellants  are  not  entitled  to  their  legitime  since  the  national  law  
EDWARD  G.  BELLIS,  WA  LTER  S.  BELLIS,  and  DOROTHY  E.   of  Amos  G.  Bellis  does  not  provide  for  one,  held  that,  pursuant  to  
BELLIS  in  equal  shares.   the  legislative  intent  of  Congress,  the  national  law  of  the  decedent  
  controls   in   both   intestate   and   testamentary   succession   with  
Subsequently,  sometime  in  July,  1958,  Amos  died  while  residing  in   regard  to:  
San  Antonio  Texas,  U.S.  His  will  was  later  admitted  to  probate  by    
the  CFI  of  Manila  on  September  15,  1958.   1) The  order  of  succession;  
   
Prior   to   closing   its   administration,   the   executor,   herein   People’s   2) The  amount  of  successional  rights;  
Bank   &   Trust   Co.,   filed   its   Executor’s   Final   Account,   Report   of    
Administration   and   Project   of   Partition   wherein   it   reported   the   3) The  intrinsic  validity  of  the  provisions  of  the  will;  and  
satisfaction  of  the  disposition  of  the  late  Amos  G.  Bellis  property  in    
accordance  with  the  will.   4) The  capacity  to  succeed.  
   
Art.   16,   par.   2   and   Art.   1039,   being   specific   provisions   regarding  
succession,   prevail   over   general   provisions   such   as   Art.   17   of   the  
Civil  Code.  
 
Thus,  by  admitting  that  Amos  G.  Bellis  himself  was  a  citizen  of  the  
State   of   Texas,   U.S.A.,   what   governs   the   disposition   of   his   will  
therefore  is  his  national  law.  With  Texas  law  silent  on  the  matter  
of  forced  heirs  or  legitimes,  Philippine  law  on  legitimes  cannot  be  
made  to  apply.  
Case  No.  18   fraud,  menace  or  undue  influence  and  that  the  will  is  genuine  and  
Lourdes  L.  Dorotheo  (Petitioner)  vs.  CA,  Nilda  D.  Quintana,  for   not   a   forgery,   that   he   was   of   the   proper   testamentary   age   and   that  
Herself  and  as  Attorney-­‐in-­‐Fact  of  Vicente  Dorotheo  and  Jose   he   is   a   person   not   expressly   prohibited   by   law   from   making   a   will.    
Dorotheo  (Respondents)   On  the  other  hand,  the  questions  regarding  the    intrinsic  validity  of  
G.R.  No.  108581   a   will   may   still   be   raised   even   after   the   will   has   been  
December  8,  1999   authenticated.   Even   the   will   was   validly   executed   but   the  
Ynares-­‐Santiago,  J.   dispositions  in  the  will  deprives  or  impairs  the  lawful  heirs  of  the  
  legitimate  or  rightful  inheritance,  the  unlawful  disposition  cannot  
FACTS:   Private   Respondents   were   the   legitimate   children   of   be   given   any   effect,   specially   when   the   court   had   already  
Alejandro  Dorotheo  and  Aniceta  Reyes.  When  Aniceta  died  in  1960   determined   a   final   and   executory   decision   that   the   will   is  
her  estate  were  not  settled.  Thereafter,  Alejandro  died.    Petitioner,   intrinsically  void.    
Lourdes  Dorotheo,  who  claimed  that  she  took  care  of  the  decedent    
before   he   died,   filed   a   special   proceeding   for   the   probate   of   Also,  the  court  finds  that  decedents  disposition  on  his  will  includes  
Alejandro’s   last   will   and   testament.   The   will   was   admitted   for   the   alleged   share   in   the   conjugal   properties.   Testamentary  
probate,   private   respondents   did   not   appeal   until   2   years   after,   dispositions   of   properties   not   belonging   exclusively   to   the   testator  
they  filed  a  "Motion  to  Declare  the  Will  Intrinsically  Void".     or   properties   which   are   part   of   the   conjugal   regime   cannot   be  
  given  effect.  The  properties  owned  by  the  decedent  and  his  spouse  
RTC   ruled   in   favor   of   the   private   respondents.   The   trial   court   must  be  properly  ventilated  and  determined.    
declared   that   Petitioner   is   not   the   wife   of   the   decedent,   the    
provisions  of  the  last  will  and  testament  of  Alejandro  Dorotheo  as   Therefore,  the  will  is  extrinsically  valid  but  the  intrinsic  provisions  
intrinsically   void   and   declaring   the   only   heirs   are   the   legitimate   were  void.  
children   of   the   decedent.   The   estates   of   the   decedent   will   be  
liquidated   and   distributed   according   to   the   laws   on   intestacy.  
Petitioner   moved   for   reconsideration   arguing   that   she   is   entitled  
to   some   compensation   because   she   took   care   of   Alejandro   prior   to  
his  death.  The  MR  was  denied.    
 
CA   dismissed   the   appeal   filed   by   the   petitioner   for   failure   to   file  
appellant’s   brief   within   the   extended   period   granted.   Hence,   the  
decision  on  probate  became  final  and  executory.  
 
ISSUE:  Whether  or  not  the  last  will  and  testament  of  the  decedent  
is  intrinsically  valid.  
 
RATIO:  NO,  the  will  is  not  intrinsically  valid.    Under  the  Civil  Code,  
due   execution   includes   a   determination   of   whether   the   testator  
was  of  sound  and  disposing  mind  at  the  time  of  its  execution,  that  
he   had   freely   executed   the   will   and   was   not   acting   under   duress,  
NOTARIAL  WILL   The   CA   reversed   the   trial   court’s   decision   and   ordered   the  
  dismissal   of   the   petition   for   probate.   It   noted   that   the   attestation  
Case  No.  19   clause   failed   to   state   the   number   of   pages   used   in   the   will,   thus  
Felix    Azuela  (Petitioner)  vs.  CA,  Geralda  Aida  Castillo   rendering  the  will  void  and  undeserving  of  probate.  
substituted  by  Ernesto  G.  Castillo  (Respondents)    
G.R.  No.  122880   Petitioner   argues   that   the   requirement   under   Article   805   of   the  
April  12,  2006   Civil   Code   that   “the   number   of   pages   used   in   a   notarial   will   be  
Tinga,  J.   stated  in  the  attestation  clause”  is  merely  directory,  rather  than  
  mandatory,   and   thus   susceptible   to   what   he   termed   as   “the  
FACTS:   Petitioner   Azuela   filed   a   petition   with   the   trial   court   for   substantial  compliance  rule.”  
the  probate  of  a  notarial  will  executed  by  Igsolo  and  notarized  on    
the   same   day.   The   will   consisted   of   two   (2)   pages   and   was   written   ISSUE:   Whether   or   not   the   subject   will   complied   with   the  
in   Filipino.   The   attestation   clause   did   not   state   the   number   of   requirements   of   the   law   and,   hence,   should   be   admitted   to  
pages   and   it   was   not   signed   by   the   attesting   witnesses   at   the   probate.  
bottom  thereof.  The  said  witnesses  affixed  their  signatures  on  the    
left-­‐hand  margin  of  both  pages  of  the  will  though.     RATIO:   NO.   The   failure   of   the   attestation   clause   to   state   the  
  number   of   pages   on   which   the   will   was   written   remains   a   fatal  
Geralda   Castillo,   attorney-­‐in-­‐fact   of   "the   12   legitimate   heirs,   flaw,  despite  Art.  809.  This  requirement  aims  at  safeguarding  the  
opposed  the  petition,  claiming  that  the  will  was  a  forgery.    She  also   will   against   possible   interpolation   or   omission   of   one   or   some   of  
argued   that   the   will   was   not   executed   and   attested   to   in   its   pages   and   thus   preventing   any   increase   or   decrease   in   the  
accordance   with   law.     She   pointed   out   that   the   decedent’s   pages.    
signature   did   not   appear   on   the   second   page   of   the   will,   and   the    
will  was  not  properly  acknowledged.   The   provision   requires   that   the   testator   and   the   instrumental  
  witnesses  sign  each  and  every  page  of  the  will  on  the  left  margin,  
The   trial   court   held   the   will   to   be   authentic   and   to   have   been   except   the   last;   and   that   all   the   pages   shall   be   numbered  
executed  in  accordance  with  law  and,  thus,  admitted  it  to  probate,   correlatively  in  letters  placed  on  the  upper  part  of  each  page.    
calling  to  fore  “the  modern  tendency  in  respect  to  the  formalities    
in   the   execution   of   a   will…with   the   end   in   view   of   giving   the   In  this  case,  the  decedent,  unlike  the  witnesses,  failed  to  sign  both  
testator   more   freedom   in   expressing   his   last   wishes.”   According   to   pages  of  the  will  on  the  left  margin,  her  only  signature  appearing  
the  trial  court,  the  declaration  at  the  end  of  the  will  under  the  sub-­‐ at  the  so-­‐called  "logical  end"   of  the  will  on  its  first  page.    Also,  the  
title,  “Patunay  Ng  Mga  Saksi,”  comprised  the  attestation  clause  and   will  itself  is  not  numbered  correlatively  in  letters  on  each  page,  but  
the   acknowledgement,   and   was   a   substantial   compliance   with   instead  numbered  with  Arabic  numerals.    There  is  a  line  of  thought  
the   requirements   of   the   law.   It   also   held   that   the   signing   by   the   that   has   disabused   the   notion   that   these   two   requirements   be  
subscribing  witnesses  on  the  left  margin  of  the  second  page  of  the   construed  as  mandatory.    
will   containing   the   attestation   clause   and   acknowledgment,    
instead   of   at   the   bottom   thereof,   substantially   satisfied   the   There  is  substantial  compliance  with  this  requirement  if  the  will  
purpose  of  identification  and  attestation  of  the  will.     states   elsewhere   in   it   how   many   pages   it   is   comprised   of.   In  
  this   case,   however,   there   could   have   been   no   substantial  
compliance   with   the   requirements   under   Art.   805   of   the   Civil  
Code   since   there   is   no   statement   in   the   attestation   clause   or  
anywhere   in   the   will   itself   as   to   the   number   of   pages   which  
comprise   the   will.   There   was   an   incomplete   attempt   to   comply  
with  this  requisite,  a  space  having  been  allotted  for  the  insertion  of  
the   number   of   pages   in   the   attestation   clause.   Yet   the   blank   was  
never  filled  in.    
 
The  subject  will  cannot  be  considered  to  have  been  validly  attested  
to   by   the   instrumental   witnesses.   While   the   signatures   of   the  
instrumental   witnesses   appear   on   the   left-­‐hand   margin   of   the   will,  
they   do   not   appear   at   the   bottom   of   the   attestation   clause.   An  
unsigned   attestation   clause   results   in   an   unattested   will.   Even   if  
the  instrumental  witnesses  signed  the  left-­‐hand  margin  of  the  page  
containing   the   unsigned   attestation   clause,   such   signatures   cannot  
demonstrate  these  witnesses’  undertakings  in  the  clause,  since  the  
signatures   that   do   appear   on   the   page   were   directed   towards   a  
wholly  different  avowal.  
BLIND  TESTATOR   ISSUES:  
  -­‐ Whether   or   not   the   decedent   was   blind   for   purposes   of   Art.  
Case  No.  20   808  at  the  time  his  will  and  its  codicil  were  executed.  
In  the  Matter  of  the  Probate  of  the  Last  Will  and  Testament  of    
the  Deceased  Brigido  Alvarado,  Cesar  Alvarado  (Petitioner)   -­‐ Whether   or   not   the   double-­‐reading   requirement   of   said  
vs.  Hon.  Ramon  G.  Gaviola,  Jr.,  Presiding  Justice,  Hon.  Ma.   article  complied  with.  
Rosario  Quetulio  Losa,  and  Hon.  Leonor  Ines  Luciano,      
Associate  Justices,  Intermediate  Appellate  Court,  First   RATIO:  As  to  the  first  issue,  YES.  Garcia  vs.  Vasquez,  provides  the  
Division  (Civil  Cases),  and  Bayani  Ma.  Rino  (Respondents)   rationale   behind   the   requirement   of   reading   the   will   to   the  
G.R.  No.  74695   testator   if   he   is   blind   or   incapable   of   reading   the   will   himself   (as  
September  14,  1993   when  he  is  illiterate),  is  to  make  the  provisions  thereof  known  to  
Bellosillo,  J.   him,  so  that  he  may  be  able  to  object  if  they  are  not  in  accordance  
  with  his  wishes  .  .  ."  From  the  foregoing,  Art.  808  applies  not  only  
FACTS:   Brigido   Alvarado   executed   a   notarial   will   wherein   he   to  blind  testators  but  also  to  those  who,  for  one  reason  or  another,  
disinherited  an  illegitimate  son  (Petitioner)  and  expressly  revoked   are   "incapable   of   reading   their   will."   Since   Brigido   Alvarado   was  
a  previously  executed  holographic  will.  After  which,  a  codicil  was   incapable   of   reading   his   will   and   codicil   due   to   his   "poor,"  
executed   changing   some   dispositions   in   the   notarial   will   to   "defective,"  or  "blurred"  vision,  Brigido  Alvarado  comes  within  the  
generate   cash   for   the   testator's   eye   operation,   who   was   then   scope  of  the  term  "blind"  as  it  is  used  in  Art.  808.    
suffering   from   glaucoma   but   the   disinheritance   and   revocatory    
clauses  were  unchanged.  As  testified  to  by  the  three  instrumental   As  to  the  second  issue,  YES.  Art.  808  provides  that  “If  the  testator  
witnesses,   the   notary   public   and   by   Private   Respondent,   the   is   blind,   the   will   shall   be   read   to   him   twice;   once,   by   one   of   the  
testator  did  not  read  the  final  draft  of  the  will  himself.   subscribing,   witnesses,   and   again,   by   the   notary   public   before  
  whom   the   will   is   acknowledged."   This   Court   has   held   that  
Instead,   Private-­‐Respondent,   as   the   lawyer   who   drafted   the   substantial   compliance   is   acceptable   where   the   purpose   of   the   law  
document,  read  the  same  aloud  in  the  presence  all  of  them  which   has  been  satisfied.  
they   followed   the   reading   with   their   own   respective   copies    
previously   furnished   them.   A   petition   for   the   probate   of   the   In  the  case  at  bar,  private  respondent  read  the  testator's  will  and  
notarial   will   and   codicil   was   filed   by   Private-­‐Respondent   as   codicil  aloud  in  the  presence  of  the  testator,  his  three  instrumental  
executor.   Petitioner,   in   turn,   filed   an   Opposition   interposing   the   witnesses,  and  the  notary  public,  the  latter  four  persons  following  
defense  that  the  deceased  was  blind  within  the  meaning  of  the  law   the   reading   word   for   word   with   their   own   copies.     Prior   and  
at   the   time   his   will   and   the   codicil   were   executed   and   that   since   subsequent   thereto,   the   testator   affirmed,   upon   being   asked,   that  
the   reading   required   by   Art.   808   was   not   complied   with,   probate   the   contents   read   corresponded   with   his   instructions.   Only   then  
of  the  will  and  codicil  should  have  been  denied.   did   the   signing   and   acknowledgement   take   place.   It   can   be  
  concluded  that  the  testator  was  assured  that  what  was  read  to  him  
RTC:  Allowed  the  will.   were  the  terms  actually  appearing  on  the  documents.  
   
CA:  Affirm.  
 
The   spirit   behind   the   law   was   served   though   the   letter   was   not.  
Although   there   should   be   strict   compliance   with   the   substantial  
requirements  of  the  law  in  order  to  insure  the  authenticity  of  the  
will,  the  formal  imperfections  should  be  brushed  aside  when  they  
do   not   affect   its   purpose   and   which,   when   taken   into   account,   may  
only  defeat  the  testator's  will.    
HEIRS   reprobate   court   already   issued   an   order,   disallowing   the   wills  
  Judge  de  la  Llana  reasoned  out  that  petitioner  failed  to  prove  the  
Case  No.  21   law   of   New   York   on   procedure   and   allowance   of   wills   and   the  
Salud  Teodo  Vda.  De  Perez  (Petitioner)  vs.  Hon.  Zotico  Tolete,   court   had   no   way   of   telling   whether   the   wills   were   executed   in  
in  his  capacity  as  Presiding  Judge,  Branch  18,  RTC  of  Bulacan   accordance   with   the   law   of   New   York.   In   the   absence   of   such  
(Respondent)   evidence,   the   presumption   is   that   the   law   of   succession   of   the  
G.R.  No.  76714   foreign  country  is  the  same  as  the  law  of  the  Philippines.  However,  
June  2,1994   he   noted,   that   there   were   only   two   witnesses   to   the   wills   of   the  
Quiason,  J.   Cunanan  spouses  and  the  Philippine  law  requires  three  witnesses  
  and   that   the   wills   were   not   signed   on   each   and   every   page,   a  
FACTS:  Dr.  Jose  Cunanan  and  his  wife,  Dr.  Evelyn  Perez-­‐Cunanan,   requirement  of  the  Philippine  law.    
who   became   American   citizens   and   residents   of   New   York,   each    
executed   a   will   also   in   New   York,   containing   provisions   on   Petitioner   filed   MR   of   the   Order   where   she   had   sufficiently   proven  
presumption   of   survivorship   (in   the   event   that   it   is   not   known   the   applicable   laws   of   New   York   governing   the   execution   of   last  
which  one  of  the  spouses  died  first,  the  husband  shall  be  presumed   wills  and  testaments.  
to  have  predeceased  his  wife).  Later,  the  entire  family  perished  in    
a  fire  that  gutted  their  home.  Thus,  Rafael,  who  was  named  trustee   Judge   de   la   Llana   denied   the   motion   of   petitioner   for   the  
in  Jose’s  will,  filed  for  separate  probate  proceedings  of  the  wills  in   suspension   of   the   proceedings   but   gave   her   15   days   upon   arrival  
NYC  which  was  admitted  to  probate  and  letters  testamentary  were   in  the  country  within  which  to  act  on  the  other  order  issued  that  
issued  in  his  favor.   same  day.  Contending  that  the  second  portion  of  the  second  order  
  left   its   finality   to   the   discretion   of   counsel   for   petitioner,   the  
Later,   Evelyn’s   mother,   Salud   Perez,   filed   a   petition   for   reprobate   Cunanans   filed   a   motion   for   the   reconsideration   of   the  
in  Bulacan  of  the  two  wills  ancillary  to  the  probate  proceedings  in   objectionable   portion   of   the   said   order   so   that   it   would   conform  
New   York   and   asked   that   she   be   appointed   the   special   with   the   pertinent   provisions   of   the   Judiciary   Reorganization   Act  
administratrix   of   the   estate   of   the   deceased   couple   consisting   of  1980  and  the  Interim  Rules  of  Court.  
primarily  of  a  farm  land  in  San  Miguel,  Bulacan  to  which  RTC  ruled    
in  favor  of  petitioner  upon  her  filing  of  a  P10,000.00  bond.     The   Judge   of   Branch   18   of   RTC   Malolos,   to   which   the   reprobate  
  case  was  reassigned,  issued  an  order  stating  that  "(W)hen  the  last  
Rafael   opposed,   arguing   that   Salud   was   not   an   heir   according   to   will   and   testament   .   .   .   was   denied   probate,"   the   case   was  
New  York  law.  He  contended  that  since  the  wills  were  executed  in   terminated   and   therefore   all   orders   theretofore   issued   should   be  
New  York,  New  York  law  should  govern.  He  further  argued  that,  by   given  finality.  
New   York   law,   he   and   his   brothers   and   sisters   were   Jose’s   heirs    
and  as  such  entitled  to  notice  of  the  reprobate  proceedings,  which   Respondent   Judge   to   which   the   case   was   reassigned   denied   the  
Salud  failed  to  give.   motion  for  reconsideration  holding  that  the  documents  submitted  
  by   petitioner   proved   "that   the   wills   of   the   testator   domiciled  
Salud  said  she  was  the  sole  heir  of  her  daughter,  Evelyn,  and  that   abroad  were  properly  executed,  genuine  and  sufficient  to  possess  
the   two   wills   were   in   accordance   with   New   York   law.   But   before   real   and   personal   property;   that   letters   testamentary   were   issued;  
she   could   present   evidence   to   prove   the   law   of   New   York,   the   and   that   proceedings   were   held   on   a   foreign   tribunal   and   proofs  
taken   by   a   competent   judge   who   inquired   into   all   the   facts   and   Philippines.   .   .   .   Thus,   proof   that   both   wills   conform   with   the  
circumstances  and  being  satisfied  with  his  findings  issued  a  decree   formalities  prescribed  by  New  York  laws  or  by  Philippine  laws  is  
admitting  to  probate  the  wills  in  question.  "However,  respondent   imperative.  The  evidence  necessary  for  the  reprobate  or  allowance  
Judge   said   that   the   documents   did   not   establish   the   law   of   New   of  wills  which  have  been  probated  outside  of  the  Philippines  are  as  
York  on  the  procedure  and  allowance  of  wills.”   follows:    
   
Petitioner  filed  a  motion  to  allow  her  to  present  further  evidence   1) the  due  execution  of  the  will  in  accordance  with  the  foreign  
on   the   foreign   law.   However,   without   waiting   for   petitioner   to   laws;    
adduce   the   additional   evidence,   respondent   Judge   ruled   in   his    
order  that  he  found  "no  compelling  reason  to  disturb  its  ruling  of   2) the  testator  has  his  domicile  in  the  foreign  country  and  not  
March   31,   1986"   but   allowed   petitioner   to   "file   anew   the   in  the  Philippines;  
appropriate  probate  proceedings  for  each  of  the  testator".    
  3) the  will  has  been  admitted  to  probate  in  such  country;    
Second   MR   praying   that   she   be   granted   "the   opportunity   to    
present  evidence  on  what  the  law  of  the  State  of  New  York  has  on   4) the  fact  that  the  foreign  tribunal  is  a  probate  court,  and  
the   probate   and   allowance   of   wills"   but   respondent   Judge   denied      
the   motion   holding   that   to   allow   the   probate   of   two   wills   in   a   5) the   laws   of   a   foreign   country   on   procedure   and   allowance  
single   proceeding   "would   be   a   departure   from   the   typical   and   of  wills.    
established  mode  of  probate  where  one  petition  takes  care  of  one    
will."   Except  for  the  first  and  last  requirements,  the  petitioner  submitted  
  all  the  needed  evidence.  
Respondent   Judge   denied   the   MR   filed   by   petitioner   on   the    
grounds   that   "the   probate   of   separate   wills   of   two   or   more   This  petition  cannot  be  completely  resolved  without  touching  on  a  
different   persons   even   if   they   are   husband   and   wife   cannot   be   very   glaring   fact   —   petitioner   has   always   considered   herself   the  
undertaken  in  a  single  petition"   sole   heir   of   Dr.   Evelyn   Perez   Cunanan   and   because   she   does   not  
  consider   herself   an   heir   of   Dr.   Jose   F.   Cunanan,   she   noticeably  
Hence,   petitioner   instituted   the   instant   petition,   arguing   that   the   failed  to  notify  his  heirs  of  the  filing  of  the  proceedings.  Thus,  even  
evidence  offered  at  the  hearing  sufficiently  proved  the  laws  of  the   in   the   instant   petition,   she   only   impleaded   respondent   Judge,  
State  of  New  York  on  the  allowance  of  wills,  and  that  the  separate   forgetting   that   a   judge   whose   order   is   being   assailed   is   merely   a  
wills   of   the   Cunanan   spouses   need   not   be   probated   in   separate   nominal  or  formal  party.  
proceedings.    
  The  rule  that  the  court  having  jurisdiction  over  the  reprobate  of  a  
ISSUE:   Whether   or   not   the   reprobate   of   the   wills   should   be   will   shall   "cause   notice   thereof   to   be   given   as   in   case   of   an   original  
allowed.   will   presented   for   allowance"   (Revised   Rules   of   Court,   Rule   27,  
    Section   2)   means   that   with   regard   to   notices,   the   will   probated  
RATIO:   The   respective   wills   of   the   Cunanan   spouses,   who   were   abroad   should   be   treated   as   if   it   were   an   "original   will"   or   a   will  
American   citizens,   will   only   be   effective   in   this   country   upon   that  is  presented  for  probate  for  the  first  time.  
compliance   with   the   following   provisions   of   the   Civil   Code   of   the    
Accordingly,   compliance   with   Sections   3   and   4   of   Rule   76,   which  
require  publication  and  notice  by  mail  or  personally  to  the  "known  
heirs,   legatees,   and   devisees   of   the   testator   resident   in   the  
Philippines"   and   to   the   executor,   if   he   is   not   the   petitioner,   are  
required.   The   brothers   and   sisters   of   Dr.   Jose   F.   Cunanan,   contrary  
to   petitioner's   claim   are   entitled   to   notices   of   the   time   and   place  
for   proving   the   wills.   Under   Section   4   of   Rule   76   of   the   Revised  
Rules   of   Court,   the   "court   shall   also   cause   copies   of   the   notice   of  
the  time  and  place  fixed  for  proving  the  will  to  be  addressed  to  the  
designated   or   other   known   heirs,   legatees,   and   devisees   of   the  
testator,  .  .  ."  
 
In  the  case  at  bench,  the  Cunanan  spouses  executed  separate  wills.  
Since   the   two   wills   contain   essentially   the   same   provisions   and  
pertain   to   property   which   in   all   probability   are   conjugal   in   nature,  
practical  considerations  dictate  their  joint  probate.  
 
As   this   Court   has   held   a   number   of   times,   it   will   always   strive   to  
settle  the  entire  controversy  in  a  single  proceeding  leaving  no  root  
or  branch  to  bear  the  seeds  of  future  litigation.  Respondent  Judge's  
view   that   the   Rules   on   allowance   of   wills   is   couched   in   singular  
terms   and   therefore   should   be   interpreted   to   mean   that   there  
should   be   separate   probate   proceedings   for   the   wills   of   the  
Cunanan  spouses  is  too  literal  and  simplistic  an  approach.  
 
Such   view   overlooks   the   provisions   of   Section   2,   Rule   1   of   the  
Revised   Rules   of   Court,   which   advise   that   the   rules   shall   be  
"liberally  construed  in  order  to  promote  their  object  and  to  assist  
the   parties   in   obtaining   just,   speedy,   and   inexpensive  
determination   of   every   action   and   proceeding."   A   literal  
application   of   the   Rules   should   be   avoided   if   they   would   only  
result  in  the  delay  in  the  administration  of  justice.  
 
EXTRINSIC  VALIDITY   CA:   Reversed   the   judgment   of   CFI   of   Ilocos   Norte.   Ruled   that  
  attestation  clause  failed:  
Case  No.  22   (1)  To  certify  That  said  testator  has  written  a  cross  at  the  
In  the  Matter  of  the  Will  of  Antero  Mercado,  Deceased.   end  of  his  name;  and  
Rosario  Garcia  (Petitioner)  vs.  Juliana  Lacuesta,  et  al.    
(Respondents)   (2) To  certify  that  the  will  was  signed  on  all  the  left  margins  
G.R.  No.  L-­‐4067   of   the   three   pages   and   at   the   end   of   the   will   by   Atty.  
November  29,  1951   Florentino   Javier   at   the   express   request   of   the   testator  
Paras,  C.J.   in  the  presence  of  the  testator  and  each  and  every  one  
  of  the  witnesses.  
FACTS:   The   will   of   Antonio   Mercado   (testator),   dated   January   3,    
1943,   is   written   in   the   Ilocano   dialect   and   contains   in   the   Petitioner  Garcia  appealed  to  the  SC  by  way  of  certiorari  from  the  
attestation  clause:   Decision  of  CA.  
(1) Declaration  that  the  testament  of  Antero  Mercado  was    
signed   by   himself   and   by   the   witnesses   below   the   Petitioner’s  contention:  There  is  no  need  for  such  recital  because  
attestation  clause;   the   cross   written   by   the   testator   after   his   name   is   a   sufficient  
  signature   and   the   signature   of   Atty.   Florentino   Javier   is   a  
(2) That   the   signing   is   in   the   presence   of   the   testator   and   surplusage.  That  the  cross  is  as  much  a  signature  as  a  thumbmark.  
witnesses,   and   the   witnesses   in   the   presence   of   the    
testator  and  each  other;   ISSUE:  Whether  or  not  the  attestation  clause  is  fatally  defective  for  
  failing  to  state  that  Antero  Mercado  caused  Atty.  Florentino  Javier  
(3) That   it   was   signed   at   the   left   margin   of   the   3   pages   of   to  write  the  testator's  name  under  his  express  direction  
the  will;    
  RATIO:  YES,  attestation  clause  is  fatally  defective.    
(4) That  the  will  is  written  in  the  Ilocano  dialect,  which  is    
spoken  and  understood  by  the  testator;  and   As   to   the   cross   -­‐   It   cannot   be   shown   that   the   cross   appearing   on  
  the   will   is   the   usual   signature   of   Antero   Mercado   or   even   one   of  
(5) That  it  bears  the  corresponding  number  in  letter  which   the  ways  by  which  he  signed  his  name.  Also,  it  cannot  be  likened  to  
compose  of  the  3  pages  of  the  will.   a   thumbmark,   because   the   cross   cannot   and   does   not   have   the  
  trustworthiness  of  a  thumbmark  
The   will   likewise   appears   to   be   signed   by   Atty.   Florentino   Javier    
who   wrote   the   name   of   Antero   Mercado,   followed   below   by   “A   As  to  the  signing  of  Atty.  Florentino  -­‐  When  the  testator  expressly  
ruego   del   testador   (to   beg   the   testator)”   and   the   name   of   caused  another  to  sign  the  former's  name,  this  fact  must  be  recited  
Florentino   Javier.   Antero   Mercado   is   alleged   to   have   written   a   in  the  attestation  clause.  
cross  immediately  after  his  name.  
 
CFI:  Allowed  the  will  
 
Case  No.  23   "(a)  Because  the  same  had  not  been  authorized  nor  signed  
Yap  Tua  (Petitioner-­‐Appellee)  vs.  Yap  Ca  Kuan  and  Yap  Ca  Llu   by  the  witnesses  as  the  law  prescribes.  
(Objectors-­‐Appellants)    
G.R.  No.  6845   "(b)  Because  at  the  time  of  the  execution  of  the  will,  the  said  
September  1,  1914   Tomasa   Elizaga   Yap   Caong   was   not   then   mentally  
JOHNSON,  J.   capacitated  to  execute  the  same,  due  to  her  sickness.  
   
FACTS:  One  Perfecto  Gabriel,  representing  the  petitioner,  Yap  Tua,   "(c)  Because   her   signature   to   the   will   had   been   obtained  
presented  a  petition  in  the  CFI  of  the  city  of  Manila,  asking  that  the   through  fraud  and  illegal  influence  upon  the  part  of  persons  
will   of   Tomasa   Elizaga   Yap   Caong   be   admitted   to   probate.   It   who  were  to  receive  a  benefit  from  the  same,  and  because  
appears   that   the   said   Tomasa   Elizaga   Yap   Caong   died   in   the   city   of   the   said   Tomasa   Elizaga   Yap   Caong   had   no   intention   of  
Manila   on   the   11th   day   of   August,   1909.   Accompanying   said   executing  the  same."  
petition  and  attached  thereto  was  the  alleged  will  of  the  deceased.      
  Second.  That   before   the   execution   of   the   said   will,   which   they  
It  appears  that  the  will  was  signed  by  deceased,  as  well  as  Anselmo   alleged  to  be  null,  the  said  Tomasa  Elizaga  Yap  Caong  had  executed  
Zacarias,   Severo   Tabora,   and   Timoteo   Paez.   After   hearing   the   another   will,   with   all   the   formalities   required   by   law,   upon   the   6th  
foregoing   witnesses,   the   Honorable   A.   S.   Crossfield,   judge,   ordered   day  of  August,  1909.  
that   the   last   will   and   testament   of   Tomasa   Elizaga   Yap   Caong   be    
allowed   and   admitted   to   probate.   The   court   further   ordered   that   Upon  the  foregoing  facts  the  court  was  requested  to  annul  and  set  
one  Yap  Tua  be  appointed  as  executor  of  the  will.   aside  the  order  of  the  29th  day  of  September,  1909,  and  to  grant  to  
  said   minors   an   opportunity   to   present   new   proof   relating   to   the  
On   the   28th   of   February,   1910,   Yap   Ca   Kuan   and   Yap   Ca   Llu   due  execution  of  said  will.  
appeared   and   presented   a   petition,   alleging   that   they   were    
interested  in  the  matters  of  the  said  will  and  desired  to  intervene   The   Judge   granted   the   motion   for   rehearing.   At   the   rehearing,   a  
asked   that   a   guardian  ad   litem  be   appointed   to   represented   them   number  of  witnesses  were  examined.  At  the  close  of  the  rehearing,  
in  the  cause.   the   court   reached   the   conclusion   that   the   will  was   the   last  will   and  
  testament  of  Tomasa  and  admitted  it  to  probate.  
The   court   appointed   Gabriel   La   O   as   guardian  ad   litem  of   said    
parties.   Gabriel   La   O   accepted   said   appointment,   took   the   oath   of   ISSUES:    
office   and   entered   upon   the   performance   of   his   duties   as   -­‐ Whether   or   not   the   will   was  duly   executed   in   accordance  
guardian  ad   litem  of   said   parties.   Gabriel   La   O   appeared   in   court   with  law.  
and  presented  a  motion  in  which  he  alleged,  in  substance:    
  -­‐ Whether  or  not  the  will  was  executed  in  the  presence.  
First.  That   the   will   dated   the   11th   day   of   August,   1909,   and      
admitted   to   probate   by   order   of   the   court   on   the   29th   day   of   RATIO:  As  to  the  first  issue,  YES.  Several  witnesses  testified  that  
September,  1909,  was  null,  for  the  following  reasons:   they   saw   her   write   the   name   "Tomasa."   One   of   the   witnesses  
  testified   that   she   had   written   her   full   name.   We   are   of   the   opinion,  
and   we   think  the   law   sustains   our   conclusion,   that   if   Tomasa  
Elizaga   Yap   Caong   signed   any   portion   of  her   name   in   the   will,   with   are  made  where  it  is  possible  for  each  of  the  necessary  parties,  if  
the   intention   to   sign   the   same,   that   it   will   amount   to   a   signature.   It   they  so  desire,  to  see  the  signatures  placed  upon  the  will.  
has  been  held  time  and  time  again  that  one  who  makes  a  will  may    
sign   the   same   by   using   a   mark,   the   name   having   been   written   by  
others.   If   writing   a   mark   simply   upon   a   will   is   sufficient   indication  
of   the   intention   of   the   person   to   make   and   execute   a   will,   then  
certainly   the   writing   of   a   portion   or   all   of   her   name   ought   to   be  
accepted  as  a  clear  indication  of  her  intention  to  execute  the  will.  
 
It  has  been  held  time  again  that  one  who  makes  a  will  may  sign  the  
same   by   the   use   of   a   mark,   the   name   having   been   written   by  
others.   If   the   writing   of   a   mark   simply   upon   a   will   is   sufficient  
indication   of   the   intention   of   the   person   to   make   and   execute   it,  
then  certainly  the  writing  of  a  portion  or  all  of  the  name  ought  to  
be   accepted   as   a   clear   indication   of   intention   to   execute   it.   The  
man   who   cannot   write   and   who   is   obliged   to   make   his   mark  
simply  therefore  upon  the  will,  is  held  to  "sign"  as  effectually  as  if  
he   had   written   his   initials   or   his   full   name.   It   would   seem   to   be  
sufficient,   under   the   law   requiring   a   signature   by   the   person  
making   a   will   to   make   his   mark,   to   place   his   initials   or   all   or   any  
part  of  his  name  thereon.  
 
As   to   the   second   issue,   YES.   An   effort   was   made   to   show   that   the  
will   was   signed   by   the   witnesses   in   one   room   and   by   Tomasa   in  
another.   A   plan   of   the   room   or   rooms   in   which   the   will   was   signed  
was  presented  as  proof  and  it  was  shown  that  there  was  but  one  
room;   that   one   part   of   the   room   was   one   or   two   steps   below   the  
floor  of  the  other;  that  the  table  on  which  the  witnesses  signed  the  
will   was   located   upon   the   lower   floor   of   the   room.   It   was   also  
shown   that   from   the   bed   in   which   Tomasa   was   lying,   it   was  
possible   for   her   to   see   the   table   on   which   the   witnesses   signed   the  
will.    
 
While  the  rule  is  absolute  that  one  who  makes  a  will  must  sign  the  
same  in  the  presence  of  the  witnesses  and  that  the  witnesses  must  
sign  in  the  presence  of  each  other,  as  well  as  in  the  presence  of  the  
one   making   the   will,   yet,   nevertheless,   the   actual   seeing   of   the  
signature   made   is   not   necessary.   It   is   sufficient   if   the   signatures  
Case  No.  24   Applying   the   foregoing   to   the   will   in   question,   where   the   latter  
Gestrudis  Abangan  (Executrix-­‐Appellee)  vs.  Anastacia   consists   entirely   of   two   sheets,   the   first   containing   all   of   the  
Abangan  et  al.  (Opponents-­‐Appellant)   disposition  of  the  testatrix  duly  signed  at  the  bottom  by  a  certain  
G.R.  No.  13431   Martin   Montalban,   in   the   name   and   under   the   direction   of   the  
November  12,  1919   testatrix,   and   by   three   witnesses,   and   the   second   containing   only  
Avancena,  J.   the   attestation   clause   duly   signed   at   the   bottom   by   the   three  
  instrumental  witnesses,  the  Court  concluded  that:  
FACTS:   On   September   19,   1917,   the   CFI   of   Cebu   admitted   to    
probate  Ana  Abangan’s  will  duly  executed  sometime  in  July,  1916.   1) The   signature   of   the   testatrix   and   the   instrumental  
Appellants   however   contend   that   such   will   had   defects   which   witnesses   need   not   appear   on   the   margins   since   the  
would   necessarily   prevent   the   will   from   being   probated.   signature   found   in   the   first   page   already   guarantees   its  
Specifically,   appellants   contend   that   the   two   sheets   consisting   of   authenticity;  
the  will  were  neither  signed  on  the  left  margin  by  the  testatrix  and    
the  three  witnesses  nor  numbered  by  letters.   2) The  numbering  of  the  pages  may  be  dispensed  with  since  
  all   the   dispositive   parts   of   the   will   are   found   on   one  
ISSUE:   Whether   or   not   the   omission   of   the   signature   of   the   sheet   only,   the   objective   of   the   numbering   therefore  
testatrix  and  the  three  witnesses  on  the  left  margin  is  fatal  to  the   disappears   since   the   removal   of   that   singular   sheet,  
validity  of  the  will.   although  unnumbered,  cannot  be  hidden.  
   
RATIO:  NO,  the  omission  of  the  signature  as  well  as  the  failure  to   The   Court   therefore   sustained   the   decision   of   the   CFI   of   Cebu   in  
number   each   page   was   not   fatal   to   the   validity   of   the   will.   Under   favor  of  the  appellee.  
R.A.  2645,  the  object  of  the  solemnities  surrounding  the  execution  
of  wills  is  to  close  the  door  against  bad  faith  and  fraud,  thereby:  1)  
avoiding   substitution   of   wills   and   testaments;   and   2)   guarantee  
their   truth   and   authenticity.   Thus,   when   an   interpretation   of   the  
law   already   assures   such   ends,   any   other   interpretation  
whatsoever   that   adds   nothing   but   demands   more   requisites  
entirely   unnecessary,   useless,   and   frustrates   the   exercise   of   the  
right  to  make  a  will,  such  an  interpretation  must  be  discarded.  
 
The   Court   noted   that   the   law,   in   requiring   the   signature   on   the  
margin,   took   into   consideration   the   case   of   a   will   written   on  
several   sheets   and   must   have   referred   to   the   sheets   which   the  
testator   and   the   witnesses   do   not   have   to   sign   at   the   bottom.  
Further,  the  object  of  the  law  in  requiring  that  each  and  every  page  
of  the  will  must  be  numbered  correlatively  in  letters  was  to  know  
whether  any  sheet  of  the  will  has  been  removed.  
 
Case  No.  25   While   another   in   testator's   place   might   have   directed   someone  
Testacy  of  Sixto  Lopez.  Jose  S.  Lopez  (Petitioner-­‐Appellee)  vs.   else   to   sign   for   him,   as   appellant   contends   should   have   been   done,  
Agustin  Liboro  (Oppositor-­‐Appellant)   there  is  nothing  curious  or  suspicious  in  the  fact  that  the  testator  
G.R.  No.  L-­‐1787   chose   the   use   of   mark   as   the   means   of   authenticating   his   will.   It  
August  27,  1948   was  a  matter  of  taste  or  preference.  Both  ways  are  good.  A  statute  
Tuason,  J.   requiring  a  will  to  be  "signed"  is  satisfied  if  the  signature  is  made  
  by   the   testator's   mark.   (De   Gala   vs.   Gonzales   and   Ona,   53   Phil.,  
FACTS:   The   appellant   opposed   unsuccessfully   in   the   Court   of   First   108;  28  R.  C.  L.,  117.)  
Instance   of   Batangas   the   probate   of   what   purports   to   be   the   last    
will   and   testament   (Exhibit   A)   of   Don   Sixto   Lopez,   who   died   at   the   As  to  the  second  issue,  NO.  The  purpose  of  the  law  in  prescribing  
age   of   83   in   Balayan,   Batangas,   on   March   3,   1947,   almost   six   the   paging   of   wills   is   guard   against   fraud,   and   to   afford   means   of  
months  after  the  document  in  question  was  executed.     preventing   the   substitution   or   of   defecting   the   loss   of   any   of   its  
  pages.   (Abangan   vs.   Abangan,   40   Phil.,   476.)   In   the   present   case,  
The   present   appellant   specified   grounds   (pertinent   to   the   case   the   omission   to   put   a   page   number   on   the   first   sheet,   if   that   be  
topic)  for  his  opposition,  to  wit:     necessary,   is   supplied   by   other   forms   of   identification   more  
  trustworthy   than   the   conventional   numerical   words   or   characters.  
1) That  his  signature  appearing  in  said  will  was  a  forgery;     The  unnumbered  page  is  clearly  identified  as  the  first  page  by  the  
  internal  sense  of  its  contents  considered  in  relation  to  the  contents  
2) That   the   signature   of   the   testator   was   procured   by   fraud   or   of  the  second  page.  By  their  meaning  and  coherence,  the  first  and  
trick.   second  lines  on  the  second  page  are  undeniably  a  continuation  of  
  the   last   sentence   of   the   testament,   before   the   attestation   clause,  
In   addition,   the   appellant   believes   that   there   is   a   fatal   defect   which  starts  at  the  bottom  of  the  preceding  page.    
because   the   two-­‐paged   will   in   question,   each   of   which   is   written    
on   one   side   of   a   separate   sheet,   but   the   first   sheet   is   not   paged   Furthermore,   the   unnumbered   page   contains   the   caption  
either  in  letters  or  in  Arabic  numerals.     "TESTAMENTO,"  the  invocation  of  the  Almighty,  and  a  recital  that  
  the   testator   was   in   full   use   of   his   testamentary   faculty,   —   all   of  
ISSUES:   which,   in   the   logical   order   of   sequence,   precede   the   direction   for  
-­‐ Whether  or  not  the  use  of  a  thumbmark  in  signing  the  will   the   disposition   of   the   marker's   property.   Again,   as   page   two  
is  already  substantial  compliance.   contains   only   the   two   lines   above   mentioned,   the   attestation  
  clause,   the   mark   of   the   testator   and   the   signatures   of   the  
-­‐ Whether   or   not   the   will   not   paged   in   letters   or   in   Arabic   witnesses,  the  other  sheet  can  not  by  any  possibility  be  taken  for  
numerals  is  a  fatal  defect   other  than  page  one.  Abangan  vs.  Abangan,supra,  and  Fernandez  vs.  
  Vergel  de  Dios,  46  Phil.,  922  are  decisive  of  this  issue.  
RATIO:   As   to   the   first   issue,   YES.   The   testator   affixed   his  
thumbmark   to   the   instrument   instead   of   signing   his   name.   The  
reason   for   this   was   that   the   testator   was   suffering   from   "partial  
paralysis."    
 
Case  No.  26   Florentino   Javier   to   write   the   testator's   name   under   his   express  
In  the  Matter  of  the  Will  of  Antero  Mercado,  Deceased.   direction,   as   required   by   section   618   of   the   Code   of   Civil  
Rosario  Garcia  (Petitioner)  vs.  Juliana  Lacuesta,  et  al.   Procedure.  
(Respondents)    
G.R.  No.  L-­‐4067   The   herein   petitioner   argues,   however,   that   there   is   no   need   for  
November  29,  1951   such   recital   because   the   cross   written   by   the   testator   after   his  
Paras,  C.J.   name   is   a   sufficient   signature   and   the   signature   of   Atty.   Florentino  
  Javier  is  a  surplusage.  
FACTS:   The   will   of   Antero   Mercado   is   written   in   the   Ilocano    
dialect.   It   appears   to   have   been   signed   by   Atty.   Florentino   Javier   Petitioner's   theory   is   that   the   cross   is   as   much   a   signature   as   a  
who   wrote   the   name   of   Antero   Mercado,   followed   below   by   "A   thumbmark,  the  latter  having  been  held  sufficient  by  the  Court  in  
reugo   del   testator"   and   the   name   of   Florentino   Javier.   Antero   several  cases.  It  is  not  here  pretended  that  the  cross  appearing  on  
Mercado   is   alleged   to   have   written   a   cross   immediately   after   his   the   will   is   the   usual   signature   of   Antero   Mercado   or   even   one   of  
name.     the  ways  by  which  he  signed  his  name.  
   
The  Court  of  Appeals,  reversing  the  judgement  of  the  Court  of  First   After   examination,   the   Court   stated   that   the   mere   sign   of   the   cross  
Instance  of  Ilocos  Norte,  ruled  that  the  attestation  clause  failed  to:   is   not   similar   to   a   thumbmark   since   the   cross   cannot   and   does   not  
  have   the   trustworthiness   of   a   thumbmark.   With   this,   it   is  
1) First,   to   certify   that   the   will   was   signed   on   all   the   left   unnecessary   to   determine   if   there   is   a   sufficient   recital   in   the  
margins   of   the   three   pages   and   at   the   end   of   the   will   by   attestation  clause  as  to  the  signing  of  the  will  by  the  testator  in  the  
Atty.  Florentino  Javier  at  the  express  request  of  the  testator   presence  of  the  witnesses,  and  by  the  latter  in  the  presence  of  the  
in   the   presence   of   the   testator   and   each   and   every   one   of   testator  and  of  each  other.  
the  witnesses;    
 
2) Second,   to   certify   that   after   the   signing   of   the   name   of   the  
testator   by   Atty.   Javier   at   the   former's   request   said   testator  
has   written   a   cross   at   the   end   of   his   name   and   on   the   left  
margin  of  the  three  pages  of  which  the  will  consists  and  at  
the  end  thereof;  and  
 
3) Third,  to  certify  that  the  three  witnesses  signed  the  will  in  
all  the  pages  thereon  in  the  presence  of  the  testator  and  of  
each  other.  
 
ISSUE:  Whether  or  not  the  attestation  clause  is  valid.  
 
RATIO:   YES,   The   Court   held   that   the   attestation   clause   is   fatally  
defective   for   failing   to   state   that   Antero   Mercado   caused   Atty.  
Case  No.  27   still   pending   resolution   when   respondent   Judge   Avelino   S.   Rosal  
In  the  Matter  of  the  Petition  for  the  Probate  of  the  Will  of   assumed  the  position  of  presiding  judge  of  the  respondent  court.    
Dorotea  Perez,  Deceased.  Apolonia  Taboada  (Petitioner)  vs.    
Hon.  Avelino  S.  Rosal,  Judge  of  the  Third  Branch  of  the  CFI  of   Subsequently,   the   new   judge   denied   the   motion   for  
Maasin,  Southern  Leyte  (Respondent)   reconsideration,   the   manifestation   and/or   motion   filed   ex   parte  
G.R.  No.  L-­‐36033   because   of   the   petitioner’s   failure   to   comply   with   the   order  
November  5,  1982   requiring  him  to  submit  the  names  of  the  intestate  heirs  and  their  
  addresses.  
FACTS:   Petitioner   Apolonio   Taboada   filed   with   the   respondent    
Court  a  petition  for  probate  of  the  will  of  Dorotea  Perez,  attaching   The   respondent   Judge   interprets   the   above-­‐quoted   provision   of  
the   alleged   last   will   and   testament   of   the   latter.   It   was   written   in   law  to  require  that,  for  a  notarial  will  to  be  valid,  it  is  not  enough  
the   Cebuano-­‐Visayan   dialect   and   consisted   of   two   pages,   the   first   that   only   the   testatrix   signs   at   the   "end"   but   an   the   three  
of   which   contained   the   entire   testamentary   dispositions   and   was   subscribing   witnesses   must   also   sign   at   the   same   place   or  at   the  
signed  at  the  end  of  the  page  by  the  testator  alone  and  at  the  left   end,  in  the  presence  of  the  testatrix  and  of  one  another  because  the  
hand   margin   by   the   three   instrumental   witnesses.   The   second   attesting   witnesses   to   a   will   attest   not   merely   the   will   itself   but  
page   contained   the   attestation   clause   by   the   three   attesting   also  the  signature  of  the  testator.  It  is  not  sufficient  compliance  to  
witnesses  and  was  signed  at  the  left  hand  margin  by  the  testatrix.   sign  the  page,  where  the  end  of  the  will  is  found,  at  the  left  hand  
  margin  of  that  page.  
No   opposition   was   filed   after   the   publication,   and   the   trial   court    
commissioned  the  branch  clerk  of  court  to  receive  the  petitioner's   The  petitioner  maintains  that  Article  805  of  the  Civil  Code  does  not  
evidence.  Vicente  Timkang,  one  of  the  subscribing  witnesses  to  the   make  it  a  condition  precedent  or  a  matter  of  absolute  necessity  for  
will,   testified   on   the   genuineness   and   due   execution   of   the   will.   the   extrinsic   validity   of   the   wig   that   the   signatures   of   the  
The  trial  court  denied  the  probate  of  the  will  for  lack  of  a  formality   subscribing   witnesses   should   be   specifically   located   at   the   end   of  
in   its   execution,   and   petitioner   was   ordered   to   submit   the   names   the   wig   after   the   signature   of   the   testatrix.   He   contends   that   it  
of   the   intestate   heirs   with   their   corresponding   addresses   so   that   would  be  absurd  that  the  legislature  intended  to  place  so  heavy  an  
they   could   be   properly   notified   and   could   intervene   in   the   import   on   the   space   or   particular   location   where   the   signatures  
summary  settlement  of  the  estate.   are  to  be  found  as  long  as  this  space  or  particular  location  wherein  
  the   signatures   are   found   is   consistent   with   good   faith   and   the  
Petitioner   instead   filed   a   manifestation   and/or   motion,   ex   parte   honest  frailties  of  human  nature.  
praying  for  a  thirty-­‐day  period  within  which  to  deliberate  on  any    
step  to  be  taken  as  a  result  of  the  disallowance  of  the  will.  He  also   ISSUE:  Whether  or  not  Article  805  of  the  Civil  Code  requires  that  
asked  that  the  ten-­‐day  period  required  by  the  court  to  submit  the   the  testatrix  and  all  the  three  instrumental  and  attesting  witnesses  
names  of  intestate  heirs  with  their  addresses  be  held  in  abeyance.   sign  at  the  end  of  the  will  and  in  the  presence  of  the  testatrix  and  
The   petitioner   filed   a   motion   for   reconsideration   of   the   order   of  one  another.  
denying   the   probate   of   the   will.   However,   the   motion   together    
with   the   previous   manifestation   and/or   motion   could   not   be   acted   RATIO:  NO.  The  law  is  to  be  liberally  construed.  According  to  the  
upon  by  the  Honorable  Ramon  C.  Pamatian  due  to  his  transfer  to   Code   Commission,   "the   underlying   and   fundamental   objective  
his  new  station  at  Pasig,  Rizal.  The  said  motions  or  incidents  were   permeating   the   provisions   on   the   law   on   wills   in   this   project  
consists   in   the   liberalization   of   the   manner   of   their   execution   with   entire  wig  that  it  is  really  and  actually  composed  of  only  two  pages  
the  end  in  view  of  giving  the  testator  more  freedom  in  expressing   duly  signed  by  the  testatrix  and  her  instrumental  witnesses.  
his   last   wishes   but   with   sufficient   safeguards   and   restrictions   to    
prevent   the   commission   of   fraud   and   the   exercise   of   undue   and   As  earlier  stated,  the  first  page  which  contains  the  entirety  of  the  
improper  pressure  and  influence  upon  the  testator.  This  objective   testamentary  dispositions  is  signed  by  the  testatrix  at  the  end  or  at  
is  in  accord  with  the  modern  tendency  in  respect  to  the  formalities   the   bottom   while   the   instrumental   witnesses   signed   at   the   left  
in  the  execution  of  a  will."   margin.  
   
While   perfection   in   the   drafting   of   a   will   may   be   desirable,   The   other   page   which   is   marked   as   "Pagina   dos"   comprises   the  
unsubstantial   departure   from   the   usual   forms   should   be   ignored,   attestation  clause  and  the  acknowledgment.  The  acknowledgment  
especially   where   the   authenticity   of   the   will   is   not   assailed.   itself   states   that   "This   Last   Will   and   Testament   consists   of   two  
(Gonzales  v.  Gonzales,  90  Phil.  444,  449).   pages  including  this  page".  
 
It   must   be   noted   that   the   law   uses   the   terms   attested   and  
subscribed.   Attestation   consists   in   witnessing   the   testator's  
execution   of   the   will   in   order   to   see   and   take   note   mentally   that  
those  things  are,  done  which  the  statute  requires  for  the  execution  
of  a  will  and  that  the  signature  of  the  testator  exists  as  a  fact.  On  
the  other  hand,  subscription  is  the  signing  of  the  witnesses'  names  
upon   the   same   paper   for   the   purpose   of   Identification   of   such  
paper  as  the  will  which  was  executed  by  the  testator.  (Ragsdale  v.  
Hill,  269  SW  2d  911).  
 
Insofar   as   the   requirement   of   subscription   is   concerned,   it   is   our  
considered   view   that   the   will   in   this   case   was   subscribed   in   a  
manner   which   fully   satisfies   the   purpose   of   Identification.   The  
objects   of   attestation   and   of   subscription   were   fully   met   and  
satisfied   in   the   present   case   when   the   instrumental   witnesses  
signed   at   the   left   margin   of   the   sole   page   which   contains   all   the  
testamentary   dispositions,   especially   so   when   the   will   was  
properly  Identified  by  subscribing  witness  Vicente  Timkang  to  be  
the  same  will  executed  by  the  testatrix.  There  was  no  question  of  
fraud  or  substitution  behind  the  questioned  order.  
 
The   Supreme   Court   have   examined   the   will   in   question   and  
noticed   that   the   attestation   clause   failed   to   state   the   number   of  
pages  used  in  writing  the  will.  This  would  have  been  a  fatal  defect  
were  it  not  for  the  fact  that,  in  this  case,  it  is  discernible  from  the  
Case  No.  28   witness   been   proven   to   have   been   in   the   outer   room   at   the   time  
Beatriz  Nera,  et  al.  (Plaintiff-­‐Appellees)  vs.  Narcisa  Rimando   when   the   testator   and   the   other   subscribing   witnesses   attached  
(Defendant-­‐Appellant)   their  signatures  to  the  instrument  in  the  inner  room,  it  would  have  
G.R.  No.  L-­‐5971   been   invalid   as   a   will,   the   attaching   of   those   signatures   under  
February  27,  1911   circumstances   not   being   done   "in   the   presence"   of   the   witness   in  
Carson,  J.   the  outer  room.  This  because  the  line  of  vision  from  this  witness  to  
  the  testator  and  the  other  subscribing  witnesses  would  necessarily  
FACTS:   The   only   question   raised   by   the   evidence   in   this   case   as   to   have   been   impeded   by   the   curtain   separating   the   inner   from   the  
the   due   execution   of   the   instrument   propounded   as   a   will   in   the   outer  one  "at  the  moment  of  inscription  of  each  signature."    
court   below,   is   whether   one   of   the   subscribing   witnesses   was    
present   in   the   small   room   where   it   was   executed   at   the   time   when   In  the  case  just  cited,  on  which  the  trial  court  relied,  we  held  that:    
the   testator   and   the   other   subscribing   witnesses   attached   their   “The   true   test   of   presence   of   the   testator   and   the   witnesses  
signatures;  or  whether  at  that  time  he  was  outside,  some  eight  or   in   the   execution   of   a   will   is   not   whether   they   actually   saw  
ten  feet  away,  in  a  large  room  connecting  with  the  smaller  room  by   each   other   sign,   but   whether   they   might   have   been   seen  
a   doorway,   across   which   was   hung   a   curtain   which   made   it   each   other   sign,   had   they   chosen   to   do   so,   considering   their  
impossible  for  one  in  the  outside  room  to  see  the  testator  and  the   mental   and   physical   condition   and   position   with   relation   to  
other  subscribing  witnesses  in  the  act  of  attaching  their  signatures   each  other  at  the  moment  of  inscription  of  each  signature.”  
to  the  instrument.      
  But   it   is   especially   to   be   noted   that   the   position   of   the   parties   with  
A   majority   of   the   members   of   the   court   is   of   opinion   that   this   relation   to   each   otherat   the   moment   of   the   subscription   of   each  
subscribing   witness   was   in   the   small   room   with   the   testator   and   signature,  must  be  such  that  they  may  see  each  other  sign  if  they  
the   other   subscribing   witnesses   at   the   time   when   they   attached   choose  to  do  so.  
their   signatures   to   the   instrument,   and   this   finding,   of   course,    
disposes   of   the   appeal   and   necessitates   the   affirmance   of   the   This,   of   course,   does   not   mean   that   the   testator   and   the  
decree   admitting   the   document   to   probate   as   the   last   will   and   subscribing   witnesses   may   be   held   to   have   executed   the  
testament  of  the  deceased.     instrument   in   the   presence   of   each   other   if   it   appears   that   they  
  would  not  have  been  able  to  see  each  other  sign  at  that  moment,  
The   trial   judge   does   not   appear   to   have   considered   the   without  changing  their  relative  positions  or  existing  conditions.    
determination   of   this   question   of   fact   of   vital   importance   in   the    
determination   of   this   case,   as   he   was   of   opinion   that   under   the   The   evidence   in   the   case   relied   upon   by   the   trial   judge   discloses  
doctrine  laid  down  in  the  case  of  Jaboneta  vs.  Gustilo  (5  Phil.  Rep.,   that   "at   the   moment   when   the   witness   Javellana   signed   the  
541)  the  alleged  fact  that  one  of  the  subscribing  witnesses  was  in   document   he   was   actually   and   physically   present   and   in   such  
the   outer   room   when   the   testator   and   the   other   describing   position  with  relation  to  Jaboneta  that  he  could  see  everything  that  
witnesses   signed   the   instrument   in   the   inner   room,   had   it   been   took  place  by  merely  casting  his  eyes  in  the  proper  direction  and  
proven,   would   not   be   sufficient   in   itself   to   invalidate   the   execution   without  any  physical  obstruction  to  prevent  his  doing  so."  
of  the  will.    
  And  the  decision  merely  laid  down  the  doctrine  that  the  question  
But   we   are   unanimously   of   opinion   that   had   this   subscribing   whether   the   testator   and   the   subscribing   witnesses   to   an   alleged  
will   sign   the   instrument   in   the   presence   of   each   other   does   not  
depend   upon   proof   of   the   fact   that   their   eyes   were   actually   cast  
upon   the   paper   at   the   moment   of   its   subscription   by   each   of   them,  
but  that  at  that  moment  existing  conditions  and  their  position  with  
relation  to  each  other  were  such  that  by  merely  casting  the  eyes  in  
the  proper  direction  they  could  have  seen  each  other  sign.  
 
To   extend   the   doctrine   further   would   open   the   door   to   the  
possibility   of   all   manner   of   fraud,   substitution,   and   the   like,   and  
would   defeat   the   purpose   for   which   this   particular   condition   is  
prescribed  in  the  code  as  one  of  the  requisites  in  the  execution  of  a  
will.    
 
The   decree   entered   by   the   court   below   admitting   the   instrument  
propounded   therein   to   probate   as   the   last   will   and   testament   of  
Pedro   Rimando,   deceased,   is   affirmed   with   costs   of   this   instance  
against  the  appellant.    
SUBSTANTIVE  OR  INTRINSIC  VALIDITY   Regional   Trial   Court,   a   petition   for   probate   and   allowance   of   his  
  own   will   and   testament,   wherein   Lorenzo   moved   that   Alicia   be  
Case  No.  29   appointed   Special   Administratix   of   his   estate.   The   trial   court  
Paula  T.  Llorente  (Petitioner)  vs.  Court  of  Appeals  and  Alicia   admitted  the  will  to  probate  and  subsequently  Lorenzo  died.    
F.  Llorente  (Respondents)    
G.R.  No.  124371   Paula   Llorente   filed   with   the   same   court   a   petition   for   letters   of  
November  23,  2000   administration  over  Lorenzo’s  estate  in  her  favor  contending  that  
Pardo,  J.   she   was   Lorenzo’s   surviving   spouse,   that   the   various   property  
  were   acquired   during   their   marriage,   and   that   Lorenzo’s   will  
FACTS:   The   deceased   Lorenzo   N.   Llorente   was   an   enlisted   disposed   of   all   his   property   in   favor   of   Alicia   and   her   children  
serviceman   of   the   United   States   Navy.   He   was   married   to   encroaching   on   their   legitime.   Alicia   also   filed   a   petition   for   letters  
petitioner   Paula   Llorente   in   Camarines   Sur.   Before   the   outbreak   of   testamentary.    
the  war,  Lorenzo  departed  for  the  United  States  while  Paula  stayed    
in   their   conjugal   home   in   Camarines   Sur.   Subsequently,   Lorenzo   RTC:   Denied   Alicia’s   petition   and   ruled   that   the   divorce   decree  
was   admitted   as   an   American   citizen.   Upon   the   liberation   of   the   granted   to   Lorenzo   was   void   and   inapplicable   in   the   Philippines,  
Philippines  by  the  American  Forces  in  1945,  Lorenzo  came  home   therefore,  her  marriage  to  Lorenzo  was  likewise  void.    
to   find   out   that   Paula   has   been   “living   in”   with   his   brother,   CA:  Affirmed  the  decision  of  the  trial  court  and  declared  Alicia  as  
Ceferino  Llorente  and  were  expecting  a  baby.     co-­‐owner   of   whatever   properties   she   and   the   deceased   acquired  
  during  their  marriage.    
Lorenzo   refused   to   forgive   Paula   and   live   with   her   so   they   entered    
into   a   written   agreement   to   the   effect   that,   (1)   all   the   family   ISSUE:   Whether   or   not   Paula   Llorente   is   entitiled   to   inherit   from  
allowances   allotted   by   the   United   States   Navy   would   be   the  late  Lorenzo  Llorente.    
suspended,   (2)   that   they   would   dissolve   their   marital   union   in    
accordance   with   judicial   proceedings,   (3)   they   would   make   a   RATIO:   YES.   The   Supreme   Court   reversed   and   set   aside   the   ruling  
separate   agreement   regarding   their   conjugal   property   acquired   of  the  trial  court  and  recognized  as  valid  as  a  matter  of  comity  the  
during   their   marital   life,   and   (4)   Lorenzo   would   not   prosecute   decree   of   divorce   granted   in   favor   of   the   deceased   by   the   Supreme  
Paula  for  her  adulterous  life.   Court  of  the  State  of  California.  
   
Lorenzo   returned   back   to   the   United   States   and   filed   for   divorce   The  clear  intent  of  Lorenzo  to  bequeath  his  property  to  Paula  and  
with  the  Superior  Court  of  the  State  of  California  and  subsequently   their  children  together  is  shown  in  the  will  executed.  Whether  the  
became  final.     will   is   intrinsically   valid   and   who   shall   inherit   from   Lorenzo   are  
  issues   best   proven   by   foreign   law   which   must   be   pleaded   and  
Lorenzo  came  back  to  the  Philippines  and  married  Alicia  Llorente,   proved.   Whether   the   will   was   executed   in   accordance   with   the  
and  lived  together  as  husband  and  wife  for  twenty-­‐five  years  and   formalities  required  is  answered  by  referring  to  Philippine  law.    In  
produced  three  children,  Raul,  Luz,  and  Beverly  Llorente.     fact,  the  will  was  duly  probated.    
   
Lorenzo   executed   a   Last   Will   and   Testament   bequeathing   all   his   Given  this  ruling,  the  Court  found  it  unnecessary  to  pass  upon  the  
property   to   Alicia   and   their   three   children.   He   filed   with   the   other  issues  raised.    
Case  No.  30   Over   a   week   later,   two   of   his   illegitimate   children,   Maria   Cristina  
Testate  Estate  of  Amos  G.  Bellis,  Deceased.   and   Miriam   Palma   Bellis,   filed   their   respective   oppositions   to   the  
People’s  Bank  &  Trust  Co.,  Executor,  Maria  Cristina  Bellis  and   project   of   partition   on   the   ground   that   they   were   deprived   of   their  
Miriam  Palma  Bellis  (Oppositors-­‐Appellants)  vs.  Edward  A.   legitimes   as   illegitimate   children   and   therefore,   compulsory   heirs  
Bellis,  et  al.  (Heirs-­‐Appellees)   of  deceased.  
G.R.  No.  L-­‐23678    
June  6,  1967   The   Court   of   First   Instance   of   Manila   issued   an   order   overruling  
Bengzon,  J.P.,  J.   the  oppostions  and  approving  the  executor’s  final  account,  report  
  and   administration   and   project   of   partition.   The   oppositors-­‐
FACTS:  Amos  Bellis  was  a  citizen  of  the  State  of  Texas  and  of  the   appellants   filed   their   respective   motions   for   reconsideration,   but  
United  States,  who  died  a  resident  of  San  Antonio,  Texas,  USA.  By   the  lower  court  denied  the  same.  
his   first   wife,   Mary   Mallen,   whom   he   divorced,   he   had   five    
legitimate   children.   By   his   second   wife,   Violet   Kennedy,   who   They   subsequently   appealed   to   the   Supreme   Court,   raising   the  
survived   him,   he   had   three   legitimate   children;   and   he   also   had   issue   of   which   law   is   to   be   applied,   on   the   ground   that   the   case  
three  illegitimate  children.   allegedly   falls   under   the   circumstances   mentioned   in   Art.   17   in  
  relation   to   Art.   16   of   the   Civil   Code,   which   provides   that   the  
Amos  Bellis  executed  a  will  in  the  Philippines,  in  which  he  directed   national   law   of   the   decedent   is   applicable   in   intestate   or  
that  after  all  taxes,  obligations  and  expenses  of  administration  are   testamentary   succession   with   regard   to:   (1)   the   order   of  
paid   for,   his   distributable   estate   should   be   divided   in   trust   in   the   succession;  (2)  amount  of  successional  rights;  (3)  intrinsic  validity  
following   manner   and   order:   (1)   USD   240,000   to   his   1st   wife;   (2)   of  the  provisions  of  the  will;  and  (4)  capacity  to  succeed.  
PHP  120,000  to  his  3  illegitimate  children;  (3)  the  remainder,  to  be    
divided  in  equal  shares,  and  given  to  his  7  surviving  children.     ISSUE:   Whether   Texas   Law,   the   national   law   of   decedent,   which  
  does  not  provide  for  legitimes,  applies  to  the  case  at  bar  
Following   Amos’   death,   his   will   was   admitted   to   probate   in   the    
Court   of   First   Instance   of   Manila.   People’s   Bank   and   Trust   Co.,   as   RULING:  YES.  Despite  the  fact  that  two  wills  were  executed  by  the  
executor   of   the   will,   paid   all   the   bequests   therein,   including:   (1)   decedent  (Texas  will,  Philippine  will),  assuming  that  his  intention  
USD   240,000   to   the   1st   wife   in   the   form   of   shares   of   stock;   (2)   was  for  Philippine  law  to  govern  his  Philippine  estate,  it  would  not  
Amounts  totaling  PHP40,000  each  /  a  total  of  PHP  120,000  to  the  3   alter  the  law,  because  a  provision  in  a  foreigner’s  will  to  the  effect  
illegitimate   children.   Preparatory   to   closing   its   administration,   the   that   his   properties   are   to   be   distributed   in   accordance   with  
executor  submitted  and  filed  its  “Executor’s  Final  Account,  Report   Philippine  law  and  not  his  national  law,  is  illegal  and  void,  for  his  
of   Administration   and   Project   of   Partition”   wherein   it   reported   national  law  cannot  be  ignored  in  regard  to  those  matters  wherein  
satisfaction   of   the   legacies   of   the   1st   wife   and   3   illegitimate   Art.  16  states  that  national  law  should  govern.  
children.  In  the  project  of  partition,  the  executor,  pursuant  to  the    
will,   divided   the   residuary   estate   into   7   equal   portions   for   the   The   doctrine   of   renvoi   does   not   apply,   because   such   doctrine   is  
benefit   of   the   testator’s   legitimate   children   by   his   1st   and   2nd   usually  pertinent  where  decedent  is  a  national  of  one  country  and  
marriages.   a  domicile  of  another.  In  the  present  case,  the  decedent  was  both  a  
  national   and   domicile   of   Texas   at   the   time   of   his   death.   So   even  
assuming   that   Texas   has   a   conflict   of   law   rule   providing   that   the  
domiciliary  system  should  govern,  the  same  would  not  result  in  a  
reference   back   to   Philippine   law   (renvoi),   but   would   still   refer   to  
Texas  law.  
 
Since   the   intrinsic   validity   of   the   provision   of   the   will   and   the  
amount   of   successional   rights   are   to   be   determined   under   Texas  
law,   the   Philippine   law   on   legitimes   cannot   be   applied   to   the  
testacy  of  Amos  Bellis.  
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Case  No.  31   admitting  a  will  to  probate  in  which  no  provision  is  made  for  the  
Polly  Cayetano  (Petitioner)  vs.  Hon.  Tomas  T.  Leonidas,  in  his   forced  heir  in  complete  disregard  of  Law  of  Succession.    
capacity  as  the  Presiding  Judge  of  the  Thirty  Eighth  Branch  of    
the  CFI  of  Manila,  and  Nenita  Campos  Paguia  (Respondents)   ISSUE:   Whether   or   not   a   forced   heir   is   entitled   to   his   legitime   in  
G.R.  No.  54919   case  the  testator  was  a  citizen  of  another  country.  
May  30,  1984    
Gutierrez,  Jr.,  J.   RATIO:  As  a  general  rule,  the  probate  court's  authority  is  limited  
  only  to  the  extrinsic  validity  of  the  will,  the  due  execution  thereof,  
FACTS:  Adoracion  C.  Campos  was  a  citizen  of  the  United  States  of   the  testatrix's  testamentary  capacity  and  the  compliance  with  the  
America   and   a   permanent   resident   of   Philadelphia.   She   executed   a   requisites   or   solemnities   prescribed   by   law.   The   intrinsic   validity  
Last   Will   and   Testament   in   the   county   of   Philadelphia,   normally  comes  only  after  the  court  has  declared  that  the  will  has  
Pennsylvania,  U.S.A.,  according  to  the  laws  thereat,  and  that  while   been  duly  authenticated.  However,  where  practical  considerations  
in  temporary  sojourn  in  the  Philippines,  Adoracion  C.  Campos  died   demand   that   the   intrinsic   validity   of   the   will   be   passed   upon,   even  
in  the  City  of  Manila,  leaving  property  both  in  the  Philippines  and   before  it  is  probated,  the  court  should  meet  the  issues.  
in  the  United  States  of  America.      
  In  this  case,  it  was  sufficiently  established  that  Adoracion  was  an  
The  Last  Will  and  Testament  of  the  late  Adoracion  C.  Campos  was   American  citizen  and  the  law  which  governs  her  will  is  the  law  of  
admitted   and   granted   probate   by   the   Orphan's   Court   Division   of   Pennsylvania,  USA,  which  is  the  national  law  of  the  decedent.  It  is  a  
the   Court   of   Common   Pleas,   the   probate   court   of   the   settled  rule  that  as  regards  the  intrinsic  validity  of  the  provisions  
Commonwealth   of   Pennsylvania,   County   of   Philadelphia,   U.S.A.,   of  the  will,  the  national  law  of  the  decedent  must  apply.  
and   letters   of   administration   were   issued   in   favor   of   Clement   J.    
McLaughlin   all   in   accordance   with   the   laws   of   the   said   foreign  
country   on   procedure   and   allowance   of   wills.   Nenita   C.   Paguia,  
daughter   or   the   testator,   was   appointed   Administratrix   of   the  
estate  of  said  decedent.  
 
This   was   opposed   by   Adoracion’s   father,   Hermogenes   Campos,  
who  earlier  filed  an  Affidavit  of  Self-­‐adjudication  not  being  aware  
that  Adoracion  had  left  a  will.  He  later  died  and  was  substituted  by  
Polly  Cayetano  as  petitioner  in  the  instant  case.    
 
A   motion   to   dismiss   the   petition   on   the   ground   that   the   rights   of  
the   petitioner   Hermogenes   Campos   merged   upon   his   death   with  
the   rights   of   the   respondent   and   her   sisters,   only   remaining  
children  and  forced  heirs  was  denied  on  September  12,  1983.  
 
Cayetano  alleged  that  the  trial  court  erred  in  ruling  that  the  right  
of   a   forced   heir   to   his   legitime   can   be   divested   by   a   decree  
JOINT  WILLS   Before   Don   Jesus   died   he   cancelled   his   holographic   will   in   the  
  presence   of   his   bookkeeper   and   secretary   and   instructed   his  
Case  No.  32   lawyer  to  draft  a  new  will.  This  was  a  notarial  will  and  testament  
Francisca  Alsua-­‐Betts,  Joseph  O.  Betts,  Jose  Madareta,  Esteban   of  3  essential  features  as  follows;  
P.  Ramirez,  and  the  Register  of  Deeds  for  Albay  Province   1.     It   expressly   cancelled   revoked   and   annulled   all   the   provisions  
(Petitioners)  vs.  CA,  Amparo  Alsua-­‐Buenviaje,  Fernando   of  his  holographic  will  and  codicil.  
Buenviaje,  Fernando  Alsua,  represented  by  his  guardian,   2.  It  provided  for  the  collation  of  all  his  properties  donated  to  his  
Clotilde  S.  Alsua  and  Pablo  Alsua  (Respondents)   four   living   children   by   virtue   of   the   Escritura   de   Partition   Extra  
G.R.  Nos.  L-­‐46430-­‐31   judicial”.  
July  30,  1979   3.   It   instituted   his   children   as   legatees   /   devisees   of   specific  
Guerrero,  J.   properties,  and  as  to  the  rest  of  the  properties  and  whatever  may  
  be   subsequently   acquired   in   the   future,   before   his   death,   were   to  
FACTS:     Don   Jesus   Alsua   and   his   wife,   Doña   Tinay,   together   with   be   given   to   Francisca   and   Pablo   naming   Francisca   as   executor   to  
all   their   living   children,   entered   into   a   duly   notarized   agreement,   serve  without  a  bond.  
(escritura   de   particion   extrajudicial/extra   judicial   partition)   for    
the  inventory  and  partition  of  all  the  spouses  present  and  existing    
properties.  In  the  provision  of  said  extra  judicial  partition,  each  of   ISSUES:    
the   four   children   was   allotted   with   the   properties   considered   as   -­‐ Whether  or  not  oppositors  to  the  probate  of  the  will,  are  in  
their   share   in   the   estate   or   as   inheritance   left   by   the   deceased   estoppel  to  question  the  competence  of  testator  Don  Jesus  
where  they  will  be  the  absolute  owner  of  the  properties  assigned   Alsua.  
in  case  of  death  of  one  of  the  spouses.      
  -­‐ Whether  testator  Don  Jesus  can  revoke  his  previous  will.  
Don   Jesus   and   Doña   Tinay   also   separately   executed   holographic    
will  with  exactly  the  same  terms  and  conditions  in  conformity  with   RATIO:  As  to  the  first  issue,  NO.  The  principle  of  estoppel  is  not  
the   executed   extra   judicial   partition   naming   each   other   as   an   applicable   in   probate   proceedings.   Probate   proceedings   involve  
executor   without   having   to   post   any   bond.   That   in   case   new   public  interest,  and  the  application  therein  of  the  rule  of  estoppel,  
properties   be   acquired   same   shall   be   partitioned   one   half   to   the   when   it   will   block   the   ascertainment   of   the   truth   as   to   the  
surviving  spouse  and  the  other  half  to  children  of  equal  parts.   circumstances   surrounding   the   execution   of   a   testament,   would  
  seem   inimical   to   public   policy.   Over   and   above   the   interest   of  
Spouses  subsequently  executed  separately  a  codicil  of  exactly  the   private   parties   is   that   of   the   state   to   see   that   testamentary  
same   terms   and   conditions,   amending   and   supplementing   their   dispositions   be   carried   out   if,   and   only   if,   executed   conformably   to  
holographic   wills   stating   that   they   reserved   for   themselves   the   law.  
other   half   not   disposed   of   to   their   legitimate   heirs   under   the    
agreement  of  partition  and  mutually  and  reciprocally  bequeathed   As  to  the  second  issue,  YES.  The  court  ruled  that  Don  Jesus  was  
each  other  their  participation  as  well  all  properties  which  might  be   not   forever   bound   of   his   previous   holographic   will   and   codicil   as  
acquired   subsequently.   Doña   Tinay   died   in   effect   Don   Jesus   by   such,  would  remain  revocable  at  his  discretion.  Art.  828  of  the  new  
order  of  the  probate  court  was  name  as  executor.   Civil   Code   is   clear:   "A   will   may   be   revoked   by   the   testator   at   any  
  time   before   his   death.   Any   waiver   or   restriction   of   this   right   is  
void."   There   can   be   no   restriction   that   may   be   made   on   his  
absolute   freedom   to   revoke   his   holographic   will   and   codicil  
previously  made.  
 
This  would  still  hold  true  even  if  such  previous  will  had  as  in  the  
case   at   bar   already   been   probated   (Palacios   v.   Palacios,   106   Phil.  
739).   For   in   the   first   place,   probate   only   authenticates   the   will   and  
does   not   pass   upon   the   efficacy   of   the   dispositions   therein.   And  
secondly,   the   rights   to   the   succession   are   transmitted   only   from  
the   moment   of   the   death   of   the   decedent   (Article   777,   New   Civil  
Code).  
 
In  fine,  Don  Jesus  retained  the  liberty  of  disposing  of  his  property  
before  his  death  to  whomsoever  he  chose,  provided  the  legitime  of  
the  forced  heirs  are  not  prejudiced,  which  is  not  herein  claimed  for  
it  is  undisputed  that  only  the  free  portion  of  the  whole  Alsua  estate  
is  being  contested.  
 
WITNESSES  TO  WILLS   RATIO:   NO.   Under   the   law,   there   is   no   mandatory   requirement  
  that  the  witnesses  testify  initially  at  any  time  during  the  trial  as  to  
Case  No.  33   whether   they   are   of   good   standing   of   reputation   in   the   community  
Rizalina  Gabriel  Gonzales  (Petitioner)  vs.  CA  and  Lutgarda   for   trustworthiness,   honesty   and   uprightness   in   order   that   his  
Santiago  (Respondents)   testimony   is   believed   and   accepted   in   court.   It   is   enough   that   the  
G.R.  No.  L-­‐37453   qualifications   enumerated   in   Article   820   of   the   Civil   Code   are  
May  25,  1979   complied   with.   The   attestation   clause   where   the   attesting  
Guerrero,  J.   witnesses   signed   is   the   best   evidence   as   to   date   of   signing   because  
  it   preserves   in   permanent   form   a   recital   of   all   the   material   facts  
FACTS:   Isabel   Gabriel   a   widow   executed   a   5   page   will   two   months   attending  the  execution  of  the  will.    
prior   to   her   death.   Both   petitioner,   Rizalina   Gabriel   Gonzales   and  
private   respondents   are   nieces   of   the   deceased.   Private  
respondent    were  named  as  universal  heir  and  executor  while  the  
petitioner   and   certain   persons   were   named   as   legacies.   The   will  
was  typewritten  in  Tagalog  and  was  executed  in  Manila.    
 
The  signatures  of  the  testator  appear  at  the  end  of  the  will  on  page  
4  and  at  the  left  margin  of  all  the  pages  while  the  three  witnesses’  
signatures  appeared  at  the  bottom  of  the  attestation  clause  and  on  
the  left  margin  of  all  the  other  pages.  
 
Private-­‐Respondents   filed   a   petition   for   the   probate   of   the   will   but  
it   was   opposed   by   the   petitioner   stating   that   the   will   is   not  
genuine,  was  not  executed  and  attested  as  required  by  the  law,  the  
decedent   lacked   testamentary   capacity   due   to   her   old   age   and  
sickness   and   lastly   the   will   was   procured   through   undue   and  
improper   pressure   and   influence   on   the   part   of   the   principal  
beneficiary.    
 
RTC  rendered  its  judgment  to  disallow  the  last  will  and  testament  
of   Isabel   Gabriel.   CA   reversed   the   decision   of   the   RTC.   They   find  
that  the  will  in  question  was  signed  and  executed  by  the  deceased  
in   the   presence   of   three   attesting   witnesses.   Hence   allowed   the  
probate.    
 
ISSUE:    Whether  or  not  the  credibility  of  the  subscribing  witnesses  
is  material  in  the  validity  of  a  will.    
 
REVOCATION  OF  WILLS  AND  TESTAMENTARY   proven.  
 
DISPOSITION   ISSUE:  Whether  or  not  there  was  valid  revocation  of  the  will.  
   
Case  No.  34   RATIO:   NO.   Under   Art.   830,   the   physical   act   of   destruction   of   a  
Testate  Estate  Of  The  Late  Adriana  Maloto,  et  al.  (Petitioners)   will,   like   burning   in   this   case,   does   not   per   se   constitute   an  
vs.  CA,  Panfilo  Maloto  and  Felino  Maloto  (Respondents)   effective  revocation,  unless  the  destruction  is  coupled  with  animus  
G.R.  No.  76464   revocandi  on  the  part  of  the  testator.  
February  29,  1988    
Sarmiento,  J.   It   may   be   performed   by   another   person   but   under   the   express  
  direction  and   in   the  presence  of   the   testator.   It   is   not   imperative  
FACTS:   Adriana   Maloto   died   leaving   as   heirs   her   niece   and   that   the   testator   himself   does   the   physical   destruction.   It   may   be  
nephews,   the   petitioners   Aldina   Maloto-­‐Casiano   and   Constancio   performed   by   another   person   but   under   the   express   direction   and  
Maloto,   and   the   private   respondents   Panfilo   Maloto   and   Felino   in   the   presence   of   the   testator.   Of   course,   it   goes   without   saying  
Maloto.  Believing  that  Adriana  not  leave  behind  a    will,  these  four   that  the  document  destroyed  must  be  the  will  itself.    
heirs   commenced   an   intestate   proceeding   for   the   settlement   of    
their  aunt's  estate.   In   this   case,   while   animus   revocandi,   or   the   intention   to   revoke,  
  may   be   conceded,   for   that   is   a   state   of   mind,   yet   that   requisite  
While   the   case   was   still   in   progress,   the   4   heirs   executed   an   alone   would   not   suffice.   "Animus   revocandi   is   only   one   of   the  
agreement  of  extrajudicial  settlement  of  Adriana's  estate  dividing   necessary   elements   for   the   effective   revocation   of   a   last   will   and  
the   estate   into   four   equal   parts   which   the   trial   court   testament.   The   intention   to   revoke   must   be   accompanied   by   the  
approved.Atty.   Palma   discovered   a   Will   dated   January   3,1940.   overt   physical   act   of   burning,   tearing,   obliterating,   or   cancelling  
While   Panfilo   and   Felino   are   still   named   as   heirs   in   the   said   will,   the   will   carried   out   by   the   testator   or   by   another   person   in   his  
Aldina  and  Constancio  have  much  bigger  and  more  valuable  shares   presence  and  under  his  express  direction.    
than  in  the  extrajudicial  settlement.  The  will  also  gives  devises  and    
legacies  to  Asilo  de  Molo,  the  Roman  Catholic  Church  of  Molo,  and        
Purificacion  Miraflor.  
 
Aldina   and   Constancio,   joined   by   the   other   petitioners   named   in  
the   will,   filed   motion   for   reconsideration   and   annulment   of   the  
previous   proceedings   and   for   allowance   of   the   will.   The   trial   court  
denied   their   motion,   Significantly,   the   appellate   court   (CA)   while  
finding  as  inconclusive  the  matter  on  whether  or  not  the  document  
or   papers   allegedly   burned   by   the   househelp   of   Adriana,  
Guadalupe,   upon   instructions   of   the   testatrix   was   indeed   the  
contradicted  itself  and  found  that  the  will  had  been  revoked.  The  
respondent  court  stated  that  the  presence  of  animus  revocandi  in  
the   destruction   of   the   will   had,   nevertheless,   been   sufficiently  
Case  No.  35   the   preceding   paragraph,   and   if   the   court   deem   it   necessary,  
Testate  Estate  of  Felicidad  Esguerra  Alto-­‐Yap,  Deceased.   expert  testimony  may  be  resorted  to.    
Fausto  E.  Gan  (Petitioner-­‐Appellant)  vs.  Ildefonso  Yap    
(Oppositor-­‐Appellee)   And  the  court,  may  use  its  own  visual  sense,  and  decide  in  the  face  
G.R.  No.  L-­‐12190   of   the   document,   whether   the   will   submitted   to   it   has   indeed   been  
August  30,  1958   written  by  the  testator.  When  the  will  itself  is  not  submitted,  these  
Bengzon,  J.   means   of   opposition,   and   of   assessing   the   evidence   are   not  
  available.   And   then   the   only   guaranty   of   authenticity   —   the  
FACTS:  Fausto  Gan,  nephew  of  the  decedent,  initiated  the  petition   testator's  handwriting  —  has  disappeared.    
of   the   probate   of   a   holographic   will   allegedly   executed   by   the  
deceased.  Opposing  the  petition,  the  deceased  surviving  husband,  
herein   Oppositor-­‐Appellee,   asserted   that   the   deceased   had   not   left  
any  will,  nor  executed  any  testament.  
 
The   will   itself   was   not   presented   but   Petitioner   presented  
testimonies   of   alleged   witnesses.   Felina   Esguerra,   niece   of   the  
deceased,  alleged  that  she  witnessed  the  execution  of  the  will  and  
that   when   the   deceased   was   confined   for   her   last   illness,   she  
entrusted  said  will,  which  was  contained  in  a  purse,  to  her.  But  a  
few  hours  later,  Oppositor-­‐Appellee,  asked  for  the  purse  and  being  
afraid   of   him   because   of   his   well-­‐known   violent   temper,   she  
delivered  it  to  him  but  not  before  she  had  taken  the  purse  to  the  
toilet,  opened  it  and  read  the  will  for  the  last  time.  
 
RTC:  Denied  probate.  
 
CA:  Affirm  RTC.  
   
ISSUE:  WON  a  holographic  will  be  probated  upon  the  testimony  of  
witnesses  who  have  allegedly  seen  it  and  who  declare  that  it  was  
in  the  handwriting  of  the  testator.  
 
RATIO:   NO.   Article   811.  In   the   probate   of   a   holographic   will,   it  
shall   be   necessary   that   at   least   one   witness   who   knows   the  
handwriting   and   signature   of   the   testator   explicitly   declare   that  
the  will  and  the  signature  are  in  the  handwriting  of  the  testator.  If  
the   will   is   contested,   at   least   three   of   such   witnesses   shall   be  
required.I   n   the   absence   of   any   competent   witness   referred   to   in  
Case  No.  36   Following   the   consolidation   of   the   cases,   the   appellees   moved  
In  the  Matter  of  the  Petition  to  Approve  the  Will  of  Ricardo  B.   again   to   dismiss   the   petition   for   the   probate   of   the   will.   They  
Bonilla,  Deceased.  Marcela  Rodelas  (Petitioner-­‐Appellant)  vs.   argued  that:  
Amparo  Aranza  ,  et  al.  (Oppositors-­‐Appellees),  Atty.  Lorenzo    
Sumulong  (Intervenor)   1) The   alleged   holographic   was   not   a   last   will   but   merely   an  
G.R.  No.  L-­‐58509   instruction  as  to  the  management  and  improvement  of  the  
December  7,  1982   schools   and   colleges   founded   by   decedent   Ricardo   B.  
Relova,  J.   Bonilla;  and  
   
FACTS:   Appellant   filed   a   petition   with   the   CFI   of   Rizal   for   the   2) Lost   or   destroyed   holographic   wills   cannot   be   proved   by  
probate   of   the   holographic   will   of   Ricardo   B.   Bonilla   and   the   secondary  evidence  unlike  ordinary  wills.  
issuance   of   letters   testamentary   in   her   favor.   The   petition   was    
opposed   by   the   appellees   Amparo   Aranza   Bonilla,   Wilferine   Upon   opposition   of   the   appellant,   the   motion   to   dismiss   was  
Bonilla  Treyes,  Expedita  Bonilla  Frias  and  Ephraim  Bonilla  on  the   denied  by  the  court.  
following  grounds:    
  The   appellees   then   filed   a   MR   on   the   ground   that   the   order   was  
1) Appellant   was   estopped   from   claiming   that   the   contrary   to   law   and   settled   pronouncements   and   rulings   of   the  
deceased   left   a   will   by   failing   to   produce   the   will   Supreme  Court,  to  which  the  appellant  in  turn  filed  an  opposition.    
within   twenty   days   of   the   death   of   the   testator   as    
required  by  Rule  75,  section  2  of  the  Rules  of  Court;     The   court   set   aside   its   order   and   dismissed   the   petition   for   the  
  probate  of  the  will  of  Ricardo  B.  Bonilla  ruling  that:  
2) The   alleged   copy   of   the   alleged   holographic   will   did   '.  .  .  It  is  our  considered  opinion  that  once  the  original  copy  
not  contain  a  disposition  of  property  after  death  and   of  the  holographic  will  is  lost,  a  copy  thereof  cannot  stand  
was   not   intended   to   take   effect   after   death,   and   in  lieu  of  the  original.  
therefore  it  was  not  a  will;   'In  the  case  of  Gan  vs.  Yap,  104  Phil.  509,  522,  the  Supreme  
  Court  held  that  'in  the  matter  of  holographic  wills  the  law,  it  
3) The  alleged  holographic  will  itself,  and  not  an  alleged   is  reasonable  to  suppose,  regards  the  document  itself  as  the  
copy   thereof,   must   be   produced,   otherwise   it   would   material  proof  of  authenticity  of  said  wills.  The  Court  notes  
produce  no  effect,  as  held  in  Gan  v.  Yap,  104  Phil.  509;   that   the   alleged   holographic   will   was   executed   on   January  
and   25,  1962  while  Ricardo  B.  Bonilla  died  on  May  13,  1976.  In  
  view  of  the  lapse  of  more  than  14  years  from  the  time  of  the  
4) The   deceased   did   not   leave   any   will,   holographic   or   execution   of   the   will   to   the   death   of   the   decedent,   the   fact  
otherwise,  executed  and  attested  as  required  by  law.   that   the   original   of   the   will   could   not   be   located   shows   to  
  our  mind  that  the  decedent  had  discarded  before  his  death  
The   appellees   likewise   moved   for   the   consolidation   of   the   case   his  allegedly  missing  Holographic  Will.  
with  another  case  Their  motion  was  granted  by  the  court.    
Appellant's   motion   for   reconsideration   was   denied.   Hence,   an  
appeal   to   the   Court   of   Appeals   in   which   it   is   contended   that   the  
dismissal  of  appellant's  petition  is  contrary  to  law  and  well-­‐settled   The   law   regards   the   document   itself   as   material   proof   of  
jurisprudence.   authenticity."   But,   in   Footnote   8   of   said   decision,   it   says   that  
  "Perhaps  it  may  be  proved  by  a  photographic  or  photostatic  copy.  
Hence  this  petition.   Even  a  mimeographed  or  carbon  copy;  or  by  other  similar  means,  
  if  any,  whereby  the  authenticity  of  the  handwriting  of  the  deceased  
ISSUE:   Whether   or   not   a   holographic   will   which   was   lost   or   can   may  be  exhibited  and  tested  before  the  probate  court."  Evidently,  
not  be  found  can  be  proved  by  means  of  a  photostatic  copy.   the  photostatic  or  xerox  copy  of  the  lost  or  destroyed  holographic  
  will   may   be   admitted   because   then   the   authenticity   of   the  
HELD:  YES.  The  Supreme  Court,  in  setting  aside  the  lower  court's   handwriting   of   the   deceased   can   be   determined   by   the   probate  
order  of  dismissal,  held  that  a  photostatic  or  xerox  copy  of  a  lost  or   court.  
destroyed   holographic   will   may   be   admitted   because   the  
authenticity  of  the  handwriting  of  the  deceased  can  he  determined  
by   the   probate   court,   as   comparison   can   be   made   with   the  
standard   writings   of   the   testator.   Assailed   order   of   dismissal,   set  
aside.  
 
Pursuant   to   Article   811   of   the   Civil   Code,   probate   of   holographic  
wills   is   the   allowance   of   the   will   by   the   Court   after   its   due  
execution  has  been  proved.  The  probate  of  holographic  wills  may  
be   uncontested   or   not.   If   uncontested,   at   least   one   identifying  
witness  is  required  and,  if  no  witness  is  available,  experts  may  be  
resorted   to.   If   contested,   at   least   three   identifying   witnesses   are  
required.  
 
If   the   holographic   will   has   been   lost   or   destroyed   and   no   other  
copy  is  available,  the  will  cannot  be  probated  because  the  best  and  
only   evidence   is   the   handwriting   of   the   testator   in   said   will.   It   is  
necessary   that   there   be   a   comparison   between   sample  
handwritten  statements  of  the  testator  and  the  handwritten  will.  
 
A   photostatic   copy   or   xerox   copy   of   the   holographic   will   may   be  
allowed   because   comparison   can   be   made   with   the   standard  
writings   of   the   testator.   In   the   case   of   Gan   vs.   Yap,   104   Phil.   509,  
the   Court   ruled   that   "the   execution   and   the   contents   of   a   lost   or  
destroyed   holographic   will   may   not   be   proved   by   the   bare  
testimony  of  witnesses  who  have  seen  and/or  read  such  will.  The  
will  itself  must  be  presented;  otherwise,  it  shall  produce  no  effect.  
 
Case  No.  37   ISSUE:  W/N  there  was  a  valid  revocation  of  the  will.  
Estate  of  Miguel  Mamuyac,  Deceased.  Francisco  Gago    
(Petitioner-­‐Appellant)  vs.  Cornelio  Mamuyac,  et  al.   HELD:  Yes,  there  was  a  valid  revocation  of  the  will.  The  will  was  
(Opponent-­‐Appellees)   already   cancelled   in   1920.   This   was   inferred   when   after   due  
G.R.  No.  26317   search,  the  original  will  cannot  be  found.    
January  29,  1927    
Johnson,  J.   Where   a   will   which   cannot   be   found   is   shown   to   be   in   the  
  possession  of  the  testator  when  last  seen,  the  presumption  is  that  
FACTS:  The  purpose  of  this  action  was  to  obtain  the  probation  of  a   in  the  absence  of  other  competent  evidence,  the  same  was  deemed  
last  will  and  testament  of  Miguel  Mamuyac,  who  died  on  January  2,   cancelled   or   destroyed.   The   same   presumption   arises   where   it   is  
1922   shown  that  the  testator  has  ready  access  to  the  will  and  it  can  no  
  longer  be  found  after  his  death.  
On  July  27,  1918,  Miguel  Mamuyac  (deceased)  executed  a  last  will    
and   testament.   On   January   1922,   Mamuyac   died   and   Francisco   NOTES:    
Gago   presented   a   petition   in   the   Court   of   First   Instance   of   the   The   law   does   not   require   any   evidence   of   the   revocation   or  
Province   of   La   Union   for   the   probation   of   that   will.   This   was   cancellation   of   the   will   to   be   preserved.   It   therefore   becomes  
opposed   by   Cornelio   Mamuyac,   Ambrosio   Lariosa,   Feliciana   difficult   at   times   to   prove   the   cancellation   or   revocation   of   wills.  
Bauzon  and  Catalina  Mamuyac.   The  fact  that  such  cancellation  or  revocation  has  taken  place  must  
  either  remain  unproved  or  be  inferred  from  evidence  showing  that  
CFI:   Denied   the   petition   for   probation   on   the   ground   that   the   after  due  search  the  original  will  cannot  be  found.  
deceased   executed   a   new   will   and   testament   on   April   16,   1919  
(second  will)  
 
On  February  1925,  another  petition  was  filed  to  seek  the  probate  
of   the   second   will   executed   on   April   16,   1919.   The   oppositors,  
however,  alleged  that  the  presented  will:  (a)  is  a  mere  copy  of  the  
actual   second   will   and   testament   executed   by   the   said   Miguel  
Mamuyac  ;  (b)  that  the  actual  second  will  had  been  cancelled  and  
revoked  during  the  lifetime  of  Miguel  Mamuyac;  and  (c)  that  such  
second   will   was   not   even   the   last   will   and   testament   of   the  
deceased  Miguel  Mamuyac.  
 
CFI:   Again   denied   the   probation   on   the   ground   that   it   had   been  
cancelled  and  revoked  in  1920.  This  is  evidenced  by  testimonies  of  
Jose   Tenoy,   one   of   the   witnesses   who   typed   the   document,   and  
Carlos   Bejar,   who   saw   on   December   30,   1922   the   will   actually  
cancelled  by  the  testator.  
 
ALLOWANCE  AND  DISALLOWANCE  OF  WILLS   Due  to  the  destruction  of  the  court  and  property  record  of  Iloilo  as  
  a   result   of   the   last   war,   as   attested   by   the   Clerk   of   Court,   no   will   or  
Case  No.  38   probate   order   was   produce   and   neither   were   attested   copies  
Romulo  Lopez,  et  al.  (Plaintiffs-­‐Appellants)  vs.  Luis  Gonzaga   registered   with   the   Office   of   the   Register   of   Deeds   of   Negros  
and  Asuncion  Gonzaga  (Defendants-­‐Appellees).   Occidental  leave  little  room  for  doubt  that  Doña  Soledad  Gonzaga  
G.R.  No.  L-­‐18788   died   leaving   a   will   instituting   her   nephew   the   appellee   Luis  
January  31,  1964   Gonzaga   y   Jesena,   as   her   sole   testamentary   heir.   A   certain   Atty.  
Reyes,  J.B.L.,  J.   Hortillas  testified  twice  that  deceased  Dona  Soledad  made  Luis  the  
  sole  heir.    
FACTS:   Herein   Plaintiffs   filed   a   Petition   for   Partition   and    
Cancellation   of   Titles   of   Registered   Lands   before   the   CFI   of   Negros   The   lower   court   denied   the   petition   hence   this   case.  There   was   a  
Occidental  on  October  6,  1958.  In  it  they  alleged  the  following:     joint   appeal   by   both   the   plaintiffs   and   the   defendants   straight   to  
  the   SC   because   the   properties   involved   was   valued   at   more   than  
1) That  Soledad  Gonzaga  Vda.  de  Ferrer  died  intestate  without   P200,000.  
any   issue   and   leaving   real   and   personal   properties   worth    
P400,000.00;     ISSUE:  Whether  or  not  Luis  Gonzaga  may  be  declared  as  the  sole  
  testamentary  heir  despite  the  absence  of  a  will.  
2) That  she  was  survived  by  the  Plaintiffs,  who  are  her  nearest    
of  kin,  being  her  brothers,  sisters,  nephews,  and  nieces;     RATIO:   YES.   the   deceased   Doña   Soledad,   in   her   probated   will,  
  made  Luis  Gonzaga  y  Jesena  the  sole  heir  to  her  properties.  These  
3) That  during  the  lifetime  of  the  deceased,  she  expressed  the   manifestations   are   nigh   conclusive,   for   the   reason   that   attorney  
wish  that  as  long  as  her  brother,  Luis  Gonzaga,  the  Principal   Hortillas   was   himself   married   to   Monserrat   Gonzaga,   a   sister   of  
Defendant,  was  engaged  in  his  coconut  oil  experimentation   Soledad,   who   would   have   been   one   of   the   latter's   intestate   heirs  
he   could   use   the   products   and   rentals   of   her   properties   in   had   it   not   been   for   the   testament   in   favor   of   the   appellee.   The  
furtherance  of  his  experiments;     authenticity   of   the   sworn   petitions   of   the   late   attorney   Hortillas  
  are  not  impugned,  and  they  were  actually  acted  upon  and  granted  
4) That   the   said   scientific   venture   by   the   said   Defendant   was   by  the  two  CFI  to  which  he  addressed  his  petitions.  
discontinued   when   he   became   totally   blind,   in   view   of    
which   the   plaintiffs   now   ask   a   partition   of   the   estate   and   Coupled   with   his   undoubted   possession   as   owner   and   with   his  
the   cancellation   of   titles   of   lands   allegedly   fraudulently   own  dominical  acts  exercised  over  the  former  properties  of  Doña  
transferred  by,  and  in  the  name  of,  the  Defendant.     Soledad   Gonzaga   for   22   yrs.,   the   exhibits   constitute   practically  
  conclusive   proof   of   the   truth   of   appellee's   defenses,   as   found   by  
Defendants   filed   their   answer   repleading   a   denial   as   to   the   the   court   below,   despite   the   destruction   of   the   original   will   and  
intestacy  of  the  deceased,  and  alleging,  among  others,  that  a  will  of   decree  of  probate.  
Soledad  Gonzaga  Vda.  de  Ferrer  instituted  Luis  Gonzaga  as  the  sole  
heir   to   her   entire   estate,   and   that   the   will   was   duly   allowed   and  
probated.  
 
Case  No.  39   will   cannot   be   the   basis   of   the   Private-­‐Respondents’   claim   to   the  
The  Incompetent,  Carmen  Caniza,  represented  by  her  legal   property  unless  and  until  it  has  been  probated,  it  is  still  indicative  
guardian,  Amparo  Evangelista  (Petitioner)  vs.  CA,  Spouses   of  the  intent  and  desire  of  Petitioner  to  have  Private-­‐Respondents  
Pedro  and  Leonora  Estrada  (Respondents)   to  remain  and  to  continue  in  their  occupancy  and  possession  of  the  
G.R.  No.  110427   subject  house.  
February  24,  1997    
Narvasa,  CJ.   Hence,   this   case   before   the   Supreme   Court.   Before   finding   any  
  resolution  on  the  matter  however,  Petitioner  Carmen  Caniza  died  
FACTS:   On   September   17,   1990,   Carmen   Caniza,   judicially   and   was   subsequently   substituted   by   her   guardian   Amparo   A.  
declared   incompetent   by   the   107th   Branch   of   the   RTC   of   Quezon   Evangelista  
City   and   placed   under   the   guardianship   of   her   niece   Amparo   A.    
Evangelista,  instituted  with  the  help  of  her  guardian  an  ejectment   Petitioner  maintains  that  the  supposed  holographic  will  cannot  be  
suit   against   Spouses   Pedro   and   Leonora   Estrada   before   the   35th   given   weight   and   is   irrelevant   to   the   case.   Private-­‐Respondents  
Branch  of  the  MetroTC  of  Quezon  City.   maintain   however   that   the   devise   of   the   house   to   them   by  
  Petitioner   Caniza,   as   evidenced   by   the   holographic   will,   denotes  
In   the   complaint,   Petitioner   Caniza   alleged   that   as   the   absolute   her  intention  that  they  remain  in  possession  thereof.  This,  Private-­‐
owner   of   a   house   and   lot   located   at   No.   61   Tobias   St.,   Quezon   City,   Respondents’   maintain,   effectively   bars   Petitioner’s   judicial  
she   allowed   Private-­‐Respondent   Spouses   Estrada   to   occupy   the   guardian   from   evicting   them   since   that   would   run   counter   to  
said   home   along   with   their   family   rent-­‐free.   But   because   of   her   Petitioner  Caniza’s  will.  
advanced  age  and  medical  needs,  Petitioner  requested  the  Private-­‐  
Respondent   to   vacate   the   same   so   that   she   could   then   rent   out   the   ISSUE:   Whether   or   not   Petitioner   Caniza,   as   represented   and  
house  to  fund  her  expenses.  This  request,  Petitioner  contends,  was   substituted   by   her   legal   guardian,   can   recover   the   subject   house  
unheeded   by   the   Private-­‐Respondents   and   by   their   repeated   and  lot  
refusal  enriched  themselves  at  the  expense  of  Petitioner.    
  RATIO:  YES,  Petitioner  Caniza,  as  represented  and  substituted  by  
Private-­‐Respondent   Spouses   however   denied   the   allegations,   her   legal   guardian   can   recover   the   subject   house   and   lot.   Under  
claiming   that   the   Petitioner   bequeathed   to   them   in   a   holographic   Art.   838   of   the   Civil   Code,   no   will   shall   pass   either   real   or   personal  
will  executed  on  September  4,  1988  the  house  and  lot  in  question.   property   unless   it   is   proved   and   allowed   in   accordance   with   the  
  Rules  of  Court.  
While   the   MetTC   of   Quezon   City   ruled   in   favor   of   Petitioner   on    
April   13,   1992,   said   Decision   was   reversed   by   the   96th   Branch   of   Noting  the  abovementioned  provision,  the  Court  noted  that  a  will  
the  Regional  Trial  Court  of  Quezon  City  on  October  21,  1992.   is   essentially   ambulatory—that   is,   it   can   be   altered   at   any   time  
  prior   to   the   testator’s   death.   Further,   the   Court   added   that   until  
On   appeal   with   the   CA,   the   Respondent   Court   affirmed   the   RTC   the  same  is  admitted  in  probate,  it  has  no  effect  whatever  and  no  
decision   holding   that:   1)   the   proper   remedy   was   an   accion   right  can  be  claimed  thereunder.  
publiciana   before   the   RTC   since   the   Respondent   Spouses   have    
been   in   the   subject   premises   as   a   sort   of   adopted   family   of   Noting   that   the   “holographic   will”   presented   had   not   yet   been  
Petitioner   as   evidenced   by   the   holographic   will;   and   2)   while   the   probated  even  during  the  proceedings  before  the  lower  courts,  the  
Court   held   that   the   Private-­‐Respondent   Spouses   cannot   claim  
ownership  under  the  same.  Therefore  Petitioner,  through  her  legal  
guardian,  can  take  back  the  subject  house  and  lot.  
Case  No.  40   Cancellation   of   Transfer   Certificate   [of   Title]   and   Damages."  
Spouses  Ricardo  Pascual  and  Consolacion  Sioson  (Petitioners)   REMEDIOS  claimed  that  she  is  the  owner  of  Lot  Nos.  2-­‐A  and  2-­‐E  
vs.  CA  and  Remedios  S.  Eugenio-­‐Gino  (Respondents)   because   CATALINA   devised   these   lots   to   her   in   CATALINA's   last  
G.R.  No.  115925   will  and  testament  ("LAST  WILL")  dated  29  May  1964.  REMEDIOS  
August  15,  2003   added   that   CONSOLACION   obtained   title   to   these   lots   through  
Carpio,  J.   fraudulent   means   since   the   area   covered   is   twice   the   size   of  
  CANUTO's  share  in  Lot  2.  REMEDIOS  prayed  for  the  cancellation  of  
FACTS:     Petitioner   Consolacion   Sioson   ("CONSOLACION")   and   CONSOLACION's   title,   the   issuance   of   another   title   in   her   name,  
respondent  Remedios  S.  Eugenio-­‐Gino  ("REMEDIOS")  are  the  niece   and  the  payment  to  her  of  damages.    
and   granddaughter,   respectively,   of   the   late   Canuto   Sioson    
("CANUTO").   CANUTO   and   11   other   individuals,   including   his   Petitioners'  Contention:  Dismiss  the  complaint  on  the  ground  of  
sister   Catalina   Sioson   ("CATALINA")   and   his   brother   Victoriano   prescription.   The   basis   of   the   action   is   fraud,   and   REMEDIOS  
Sioson   ("VICTORIANO"),   were   co-­‐owners   of   a   parcel   of   land   in   should  have  filed  the  action  within  four  years  from  the  registration  
Tanza,  Navotas,  Metro  Manila  with  an  area  of  9,347  sq.m  (Lot  2).   of   CONSOLACION's   title   on   28   October   1968   and   not   some   19  
CATALINA,   CANUTO,   and   VICTORIANO   each   owned   an   aliquot   years  later  on  4  February  1988.  
10/70  share  or  1,335  sq.m.  of  the  lot.      
  Respondent's  Contention:  She  became  aware  of  CONSOLACION's  
In  1951,  CANUTO  had  the  lot  surveyed  and  subdivided  into  eight   adverse  title  only  in  February  1987.  She  maintained  that  she  had  
lots  (Lot  Nos.  2-­‐A  to  2-­‐H.)  Lot  No.  2-­‐A,  with  an  area  of  670  sq.m.,   timely   filed   her   complaint   within   the   four-­‐year   prescriptive   on   4  
and   Lot   No.   2-­‐E,   with   an   area   of   2,000   sq.m,   were   placed   under   February  1988.    
CANUTO's  name.  Three  other  individuals  took  the  remaining  lots.      
  RTC   Ruling:   Dismissed.   The   action   filed   by   REMEDIOS   is   based   on  
In   1956,   CANUTO   and   CONSOLACION   executed   a   Kasulatan   ng   fraud,  covered  by  the  four-­‐year  prescriptive  period.  The  trial  court  
Bilihang   Tuluyan   ("KASULATAN").   Under   the   KASULATAN,   also  held  that  REMEDIOS  knew  of  petitioners'  adverse  title  on  19  
CANUTO  sold  his  10/70  share  in  Lot  2  in  favor  of  CONSOLACION   November   1982   when   REMEDIOS   testified   against   petitioners   in  
for  P2,250.00.  CONSOLACION  immediately  took  possession  of  Lot   an  ejectment  suit  petitioners  had  filed  against  their  tenants  in  Lot  
Nos.  2-­‐A  and  2-­‐E.  She  later  declared  the  land  for  taxation  purposes   Nos.   2-­‐A   and   2-­‐E.   Thus,   the   complaint   of   REMEDIOS   had   already  
and  paid  the  corresponding  real  estate  taxes.     prescribed  when  she  filed  it  on  4  February  1988.    
   
In  1968,  the  surviving  children  of  CANUTO,  namely,  Felicidad  and   The  trial  court  further  ruled  that  REMEDIOS  has  no  right  of  action  
Beatriz,   executed   a   joint   affidavit   ("JOINT   AFFIDAVIT")   affirming   against   petitioners   because   CATALINA's   LAST   WILL   from   which  
the   KASULATAN   in   favor   of   CONSOLACION.   CONSOLACION   then   REMEDIOS   claims   to   derive   her   title   has   not   been   admitted   to  
registered   the   KASULATAN   and   the   JOINT   AFFIDAVIT   with   the   probate.  Under  Article  838  of  the  Civil  Code,  no  will  passes  real  or  
Office  of  the  Register  of  Deeds  of  Rizal.  RD  issued  titles  under  the   personal   property   unless   it   is   allowed   in   probate   in   accordance  
name  of  CONSOLACION.     with  the  Rules  of  Court.    
   
In   1988,   REMEDIOS   filed   a   complaint   against   CONSOLACION   and   CA   Ruling:   Reversed.   The   appellate   court   held   that   what  
her   spouse   Ricardo   Pascual   in   the   RTC   for   "Annulment   or   REMEDIOS   filed   was   a   suit   to   enforce   an   implied   trust   allegedly  
created   in   her   favor   when   CONSOLACION   fraudulently   registered   of   the   rightful   owner   of   the   property.   Clearly,   the   applicable  
her  title  over  Lot  Nos.  2-­‐A  and  2-­‐E.  Consequently,  the  prescriptive   prescriptive   period   is   ten   years   under   Article   1144   and   not   four  
period   for   filing   the   complaint   is   ten   years,   not   four.   The   CA   years  under  Articles  1389  and  1391.  
counted  this  ten-­‐year  period  from  19  November  1982.  Thus,  when    
REMEDIOS   filed   her   complaint   on   4   February   1988,   the   ten-­‐year   REMEDIOS  filed  her  complaint  on  4  February  1988  or  more  than  
prescriptive  period  had  not  yet  expired.     19  years  after  CONSOLACION  registered  her  title  over  Lot  Nos.  2-­‐A  
  and  2-­‐E  on  28  October  1968.  Unquestionably,  REMEDIOS  filed  the  
The  appellate  court  held  that  CATALINA's  unprobated  LAST  WILL   complaint  late  thus  warranting  its  dismissal.    
does   not   preclude   REMEDIOS   from   seeking   reconveyance   of   Lot  
Nos.   2-­‐A   and   2-­‐E   as   the   LAST   WILL   may   subsequently   be   admitted  
to  probate.    
 
ISSUE:    Whether  or  not  REMEDIOS  has  a  right  over  the  land.    
 
RATIO:  NO.  Article  838  of  the  Civil  Code  states  that  "[N]o  will  shall  
pass   either   real   or   personal   property   unless   it   is   proved   and  
allowed   in   accordance   with   the   Rules   of   Court."   This   provision  
means,  "until  admitted  to  probate,  [a  will]  has  no  effect  whatever  
and  no  right  can  be  claimed  thereunder."  REMEDIOS  anchors  her  
right  in  filing  this  suit  on  her  being  a  devisee  of  CATALINA's  LAST  
WILL.   However,   since   the   probate   court   has   not   admitted  
CATALINA's   LAST   WILL,   REMEDIOS   has   not   acquired   any   right  
under   the   LAST   WILL.   REMEDIOS   is   thus   without   any   cause   of  
action   either   to   seek   reconveyance   of   Lot   Nos.   2-­‐A   and   2-­‐E   or   to  
enforce  an  implied  trust  over  these  lots.    
 
The  appellate  court  tried  to  go  around  this  deficiency  by  ordering  
the   reconveyance   of   Lot   Nos.   2-­‐A   and   2-­‐E   to   REMEDIOS   in   her  
capacity   as   executrix   of   CATALINA's   LAST   WILL.   This   is  
inappropriate   because   REMEDIOS   sued   petitioners   not   in   such  
capacity  but  as  the  alleged  owner  of  the  disputed  lots.    
 
On   the   issue   of   prescription:   REMEDIOS'   action   is   based   on   an  
implied   trust   under   Article   1456   since   she   claims   that   the  
inclusion   of   the   additional   1,335   sq.m.   was   without   basis.   In   effect,  
REMEDIOS   asserts   that   CONSOLACION   acquired   the   additional  
1,335   sq.m.   through   mistake   or   fraud   and   thus   CONSOLACION  
should  be  considered  a  trustee  of  an  implied  trust  for  the  benefit  
Case  No.  41   Garnishment,  resolving  the  question  of  ownership  of  the  royalties  
Spuses  Alvaro  Pastor,  Jr.  and  Ma.  Elena  Achaval  de  Pastor   payable  by  ATLAS  and  ruling  in  effect  that  the  legacy  to  Quemada  
(Petitioners)  vs.  CA,  Juan  Y.  Reyes,  Judge  of  the  First  Branch  of   was  not  inofficious.  
the  CFI  of  Cebu  and  Lewellyn  Barlito  Quemada  (Respondents)    
G.R.  No.  L-­‐56340   The   Spouses   Pastor   filed   with   the   Court   of   Appeals   a   Petition   for  
June  24,  1983   certiorari   and   Prohibition,   assailing   the   Order   and   the   writ   of  
Plana,  J.   execution   and   garnishment   issued   pursuant   thereto.   The   petition  
  was  denied  as  well  as  the  motion  for  reconsideration  holding  that  
FACTS:   Alvaro   Pastor   Sr.,   a   Spanish   citizen,   has   two   legitimate   the  questions  of  intrinsic  validity  of  the  will  and  of  the  ownership  
children   with   his   wife   Sofia   Bossio,   who   died   months   after   his   over   the   mining   claims   had   been   finally   adjudicated   by   final   and  
death,  and  one  illegitimate  child  named  Lewellyn  Barlito  Quemada   executory  order  of  the  lower  court.  
(Quemada).    
  ISSUE:   Whether   the   Probate   Order   resolved   with   finality   the  
Four  years  after  Pastor  S.'s  death,  Quemada  filed  a  petition  for  the   questions  of  ownership  and  intrinsic  validity.  
probate  and  allowance  of  an  alleged  holographic  will  of  Pastor  Sr.    
with   the   RTC.   The   will   contained   only   one   testamentary   RATIO:   NO.   The   question   of   ownership   is   an   extraneous   matter  
disposition:   a   legacy   in   favor   of   Quemada   consisting   of   30%   of   which   the   Probate   Court   cannot   resolve   with   finality.   Thus,   for   the  
Pastor   Sr.'s   42%   share   in   the   operation   by   Atlas   Consolidated   purpose   of   determining   whether   a   certain   property   should   or  
Mining   and   Development   Corporation   (ATLAS)   of   some   mining   should   not   be   included   in   the   inventory   of   estate   properties,   the  
claims  in  Pina-­‐Barot,  Cebu.   Probate   Court   may   pass   upon   the   title   thereto,   but   such  
  determination  is  provisional,  not  conclusive,  and  is  subject  to  the  
The   probate   court   appointed   her   as   the   special   administrator   of   final   decision   in   a   separate   action   to   resolve   title.   Also,   nowhere   in  
the   entire   estate   of   Pastor   Sr,   whether   it   was   covered   by   the   the  dispositive  portion  of  the  assailed  order  is  there  a  declaration  
holographic   will   or   not.   As   special   administrator,   Quemada   of  ownership  of  specific  properties.  On  the  contrary,  it  is  manifest  
instituted   against   Pastor,   Jr.   and   his   wife   an   action   for   therein   that   ownership   was   not   resolved.   For   it   confined   itself   to  
reconveyance   of   alleged   properties   of   the   estate,   which   included   the  question  of  extrinsic  validity  of  the  win,  and  the  need  for  and  
the  properties  subject  of  the  legacy  and  which  were  in  the  names   propriety  of  appointing  a  special  administrator.  
of   the   spouses   Pastor,   Jr.   and   his   wife,   Maria   Elena   Achaval   de    
Pastor,  who  claimed  to  be  the  owners  thereof  in  their  own  rights,   As  to  the  intrinsic  validity  of  the  will,  when  Pastor,  Sr.  died,  he  was  
and  not  by  inheritance.   survived   by   his   wife,   aside   from   his   two   legitimate   children   and  
  one   illegitimate   son.   There   is   therefore   a   need   to   liquidate   the  
The  RTC  allowed  the  will  to  probate  and  it  was  affirmed  by  the  CA.   conjugal   partnership   and   set   apart   the   share   of   Pastor   Sr.'s   wife   in  
On   petition   for   review,   the   Supreme   Court   dismissed   the   petition   the   conjugal   partnership   preparatory   to   the   administration   and  
in   a   minute   resolution   and   remanded   the   same   to   the   PROBATE   liquidation   of   the   estate   of   Pastor   Sr.   When   the   disputed   Probate  
COURT  after  denying  reconsideration.   order   was   issued   on   December   5,   1972,   there   had   been   no  
  liquidation   of   the   community   properties   of   PASTOR,   SR.   and   his  
While   the   reconveyance   suit   was   still   being   litigated   in   the   RTC,   wife,   there   had   been   no   prior   definitive   determination   of   the  
the   Probate   court   issued   the   assailed   Order   of   Execution   and   assets   of   the   estate   of   PASTOR,   SR.,   there   was   no   appropriate  
determination,   much   less   payment,   of   the   debts   of   the   decedent  
and   his   estate   nor   had   the   estate   tax   been   determined   and   paid,   or  
at  least  provided  for.  The  net  assets  of  the  estate  not  having  been  
determined,   the   legitime   of   the   forced   heirs   in   concrete   figures  
could  not  be  ascertained.  All  the  foregoing  deficiencies  considered,  
it  was  not  possible  to  determine  whether  the  legacy  of  Quemada  -­‐  
a   fixed   share   in   a   specific   property   rather   than   an   aliquot   part   of  
the   entire   net   estate   of   the   deceased   -­‐   would   produce   an  
impairment  of  the  legitime  of  the  compulsory  heirs.  There  actually  
was   no   determination   of   the   intrinsic   validity   of   the   will   in   other  
respects.   It   was   obviously   for   this   reason   that   more   than   7   years  
after  the  Probate  Order  was  issued  the  Probate  Court  scheduled  a  
hearing  on  the  intrinsic  validity  of  the  will.  
 
Without  a  final,  authoritative  adjudication  of  the  issue  as  to  what  
properties   compose   the   estate   of   Pastor,   Sr.   in   the   face   of  
conflicting   claims   made   by   heirs   and   a   non-­‐heir   involving  
properties  not  in  the  name  of  the  decedent,  and  in  the  absence  of  a  
resolution   on   the   intrinsic   validity   of   the   will   here   in   question,  
there   was   no   basis   for   the   Probate   Court   to   hold   in   its   Probate  
Order   of   1972,   which   it   did   not,   that   private   respondent   is   entitled  
to   the   payment   of   the   questioned   legacy.   Therefore,   the   Order   of  
Execution   of   August   20,   1980   and   the   subsequent   implementing  
orders   for   the   payment   of   QUEMADA's   legacy,   in   alleged  
implementation   of   the   dispositive   part   of   the   Probate   Order   of  
December  5,  1972,  must  fall  for  lack  of  basis.  The  ordered  payment  
of  legacy  would  be  violative  of  the  rule  requiring  prior  liquidation  
of  the  estate  of  the  deceased.  
 
Case  No.  42   first   marriage   of   the   deceased,   who   allegedly   have   the   document  
In  Re:  Testate  Estate  of  the  Deceased  Jose  B.  Suntay.  Silvino   contained   in   the   envelope   which   is   the   will   of   the   deceased,   be  
SUntay  (Petitioner-­‐Appellant)  vs.  Federico  C.  Suntay   ordered  to  present  it  in  court,  that  a  day  be  set  for  the  reception  of  
(Administrator-­‐Appellee)   evidence   on   the   will,   and   that   the   Petitioner   be   appointed  
G.R.  Nos.  L-­‐3087  and  L-­‐3088   executrix  pursuant  to  the  designation  made  by  the  deceased  in  the  
November  5,  1954   will.  
Padilla,  J.    
  In   answer   to   the   court's   order   to   present   the   alleged   will,   the  
FACTS:  On  May  14,  1934,  Jose  B.  Suntay  died  in  the  City  of  Amoy,   brothers   Apolonio,   Angel,   Manuel   and   Jose   Suntay   stated   that   they  
China.   He   married   twice,   the   first   time   to   Manuela   T.   Cruz   with   did   not   have   the   said   will   and   denied   having   snatched   it   from   Go  
whom  he  had  several  children  now  residing  in  the  Philippines,  and   Toh.  
the  second  time  to  Maria  Natividad  Lim  Billian  with  whom  he  had    
a  son.   In   view   of   the   allegations   of   the   petition   and   the   answer   of   the  
  brothers   Apolonio,   Angel,   Manuel   and   Jose   Suntay,   the   questions  
On  the  same  date,  May  14,  1934,  Apolonio  Suntay,  eldest  son  of  the   raised   herein   are:   The   loss   of   the   alleged   will   of   the   deceased,  
deceased   by   his   first   marriage,   filed   the   latter's   intestate   in   the   whether  Exhibit  B  accompanying  the  petition  is  an  authentic  copy  
Court  of  First  Instance  of  Manila  (Civil  Case  No.  4892).   thereof,   and   whether   it   has   been   executed   with   all   the   essential  
  and  necessary  formalities  required  by  law  for  its  probate.  
On  October  15,  1934,  and  in  the  same  court,  Maria  Natividad  Lim    
Billian  also  instituted  the  present  proceedings  for  the  probate  of  a   At  the  trial  of  the  case  on  March  26,  1934,  the  Petitioner  put  two  
will  allegedly  left  by  the  deceased.   witnesses   upon   the   stand,   Go   Toh   and   Tan   Boon   Chong,   who  
  corroborated  the  allegation  that  the  brothers  Apolonio  and  Angel  
According  to  the  Petitioner,  before  the  deceased  died  in  China  he   appropriated  the  envelope  in  the  circumstances  above-­‐mentioned.    
left  with  her  a  sealed  envelope  (Exhibit  A)  containing  his  will  and,    
also   another   document   (Exhibit   B   of   the   petitioner)   said   to   be   a   The   oppositors   have   not   adduced   any   evidence   counter   to   the  
true   copy   of   the   original   contained   in   the   envelope.   The   will   in   the   testimony   of   these   two   witnesses.   The   court,   while   making   no  
envelope   was   executed   in   the   Philippines,   with   Messrs.   Go   Toh,   express   finding   on   this   fact,   dismissed   the   petition   believing   that  
Alberto  Barretto  and  Manuel  Lopez  as  attesting  witnesses.   the   evidence   is   insufficient   to   establish   that   the   envelope   seized  
  from  Go  Toh  contained  the  will  of  the  deceased,  and  that  the  said  
On   August   25,   1934,   Go   Toh,   as   attorney-­‐in-­‐fact   of   the  Petitioner,   will  was  executed  with  all  the  essential  and  necessary  formalities  
arrived   in   the   Philippines   with   the   will   in   the   envelope   and   its   required  by  law  for  its  probate.  
copy   Exhibit   B.   While   Go   Toh   was   showing   this   envelope   to    
Apolonio   Suntay   and   Angel   Suntay,   children   by   first   marriage   of   On   June   18,   1947,   Silvino   Suntay,   the   herein   petitioner,   filed   a  
the   deceased,   they   snatched   and   opened   it   and,   after   getting   its   petition   in   the   Court   of   First   Instance   of   Bulacan   praying,   among  
contents  and  throwing  away  the  envelope,  they  fled.   others:"(c)  that  such  other  necessary  and  proper  orders  be  issued  
  which  this  Honorable  Court  deems  appropriate  in  the  premises."    
Upon   this   allegation,   the   Petitioner   asks   in   this   case   that   the    
brothers  Apolonio,  Angel,  Manuel  and  Jose  Suntay,  children  by  the  
While  this  petition  was  opposed  by  Federico  C.  Suntay,  son  of  the   In   the   pleading   copied   in   the   dissent,   which   the   appellant   has  
deceased   Jose   B.   Suntay   with   his   first   wife,   Manuela   T.   Cruz,   the   owned   and   used   as   argument   in   the   motion   for   reconsideration,  
other   children   of   the   first   marriage,   namely,   Ana   Suntay,   Aurora   there  is  nothing  that  may  bolster  up  his  contention.  Even  if  all  the  
Suntay,   Concepcion   Suntay,   Lourdes   Guevara   Vda.   de   Suntay,   children   were   agreeable   to   the   probate   of   said   lost   will,   still   the  
Manuel   Suntay   and   Emiliano   Suntay,   filed   the   following   answer   due   execution   of   the   lost   will   must   be   established   and   the  
stating  that  they  had  no  opposition  thereto;     provisions   thereof   proved   clearly   and   distinctly   by   at   least   two  
"Come   now   the   heirs   Concepcion   Suntay,   Ana   Suntay,   credible   witnesses,   as   provided   for   in   section   6,   Rule   77.   The  
Aurora   Suntay,   Lourdes   Guevara   Vda.   de   Suntay,   Manuel   appellant's  effort  failed  to  prove  what  is  required  by  the  rule.  
Suntay,   and   Emiliano   Suntay,   through   their   undersigned    
attorney,  and,  in  answer  to  the  alternative  petition  filed  in   Even   if   the   children   of   the   deceased   by   the   first   marriage,   out   of  
these   proceedings   by   Silvino   Suntay,   through   counsel,   generosity,   were   willing   to   donate   their   shares   in   the   estate   of  
dated   June   18,   1947,   to   this   Honorable   Court   respectfully   their  deceased  father  or  parts  thereof  to  their  step  mother  and  her  
state   that,   since   said   alternative   petition   seeks   only   to   put   only  child,  the  herein  appellant,  still  the  donation,  if  validly  made,  
into  effect  the  testamentary  disposition  and  wishes  of  their   would   not   dispense   with   the   proceedings   for   the   probate   of   the  
late  father,  they  have  no  opposition  thereto."   will  in  accordance  with  Section  6,  Rule  77,  because  the  former  may  
  convey   by   way   of   donation   their   shares   in   the   state   of   their  
The   Court   of   First   Instance   of   Bulacan,   on   September   29,   1948,   deceased  father  or  parts  thereof  to  the  latter  only  after  the  decree  
promulgated  the  following  resolution  disallowing  the  wills  sought   disallowing   the   will   shall   have   been   rendered   and   shall   have  
to   be   probated   by   the   petitioner   in   his   alternative   petition   filed   on   become  final.  
June  18,  1947.    
  If   the   lost   will   is   allowed   to   probate   there   would   be   no   room   for  
Issue:    Whether  or  not  the  lack  of  opposition  to  the  will  relieve  the   such   donation   except   of   their   respective   shares   in   the   probated  
party  interested  in  its  probate  from  establishing  its  due  execution   will.  
   
RATIO:   NO.   As   Justice   Padilla   states,   “Does   that   mean   that   they   NOTES:  
were  consenting  to  the  probate  of  the  lost  will?  Of  course  not.”  If    
the  lost  will  sought  to  be  probated  in  the  alternative  petition  was   According   to   Justice   Paras’s   dissenting   opinion,   it   is   very  
really  the  will  of  their  late  father,  they,  as  good  children,  naturally   noteworthy  that  out  of  the  nine  children  of  the  first  marriage,  only  
had,   could   have,   no   objection   to   its   probate.   That   is   all   that   their   Angel,   Jose   and   Federico   Suntay   had   opposed   the   probate   of   the  
answer  implies  and  means.   will   in   question;   the   rest,   namely,   Ana,   Aurora,   Concepcion,  
  Lourdes,   Manuel   and   Emiliano   Suntay,   having   expressly  
But  such  lack  of  objection  to  the  probate  of  the  lost  will  does  not   manifested   in   their   answer   that   they   had   no   opposition   thereto,  
relieve  the  proponent  thereof  or  the  party  interested  in  its  probate   since   the   petitioner's   alternative   petition   "seeks   only   to   put   into  
from   establishing   its   due   execution   and   proving   clearly   and   effect  the  testamentary  disposition  and  wishes  of  their  late  father."    
distinctly  the  provisions  thereof  at  least  two  credible  witnesses.  It    
does   not   mean   that   they   accept   the   draft   Exhibit   B   as   an   exact   and   This   attitude   is   significantly   an   indication   of   the   justness   of  
true  copy  of  the  lost  will  and  consent  to  its  probate.  Far  from  it.   petitioner's   claim,   because   it   would   have   been   to   their   greater  
advantage  if  they  had  sided  with  oppositor  Federico  Suntay  in  his  
theory   of   equal   inheritance   for   all   the   children   of   Jose   B.   Suntay.  
Under   the   lost   will   or   its   draft   Exhibit   "B",   each   of   the   Suntay  
children  would  receive  only  some  P  25,000.00,  whereas  in  case  of  
intestacy  or  under  the  alleged  will  providing  for  equal  shares,  each  
of   them   would   receive   some   P100,000.00.   And   yet   the   Suntay  
children   other   than   Angel,   Jose   and   Federico   had   chosen   to   give  
their  conformity  to  the  alternative  petition  in  this  case.  
Case  No.  43   ground   that   to   be   appointed   they   must   first   prove   their   respective  
In  the  Matter  of  the  Estate  of  the  Deceased  Chung  Liu,  Ngo  The   relationship   to   the   deceased   Chung   Li   and   prayed   that   he   be  
Hua  (Petitioner-­‐Appellant)  vs.  Chung  Kiat  Kung,  Lily  Chung   appointed  administrator.    
Cho,  Bonifacio  Chung  Siong  Pek  and  Chung  Ka  Bio    
(Oppositors-­‐Appellee).  Chung  Kiat  Kang  (Oppositor-­‐ RTC  Ruling:    Ngo  The  Hua  and  the  deceased  were  validly  divorced  
Appellant).  Philippine  Trust  Co.  (Special  Administrator)   by   the   aforementioned   Taipei   District   Court,   and   that   Chung   Kiat  
G.R.  No.  L-­‐17091   Hua,   Lily   Chung   Cho,   Bonifacio   Chung   Siong   Pek   and   Chung   Kiat  
September  30,  1963   Bio  are  children  of  the  deceased.  So  it  issued  the  order  appointing  
Labrador,  J.   Chung  Kiat  Hua  as  administrator  of  the  estate  of  Chung  Liu.    
   
FACTS:   On   December   7,   1957,   Ngo   The   Hua,   claiming   to   be   From   this   order,   both   the   petitioner   and   Chung   Kiat   Kang  
surviving  spouse  of  the  deceased  Chung  Liu,  filed  a  petition  to  be   appealed.   However,   petitioner   Ngo   The   Hua   filed   a   petition   to  
appointed   administratrix   of   the   estate   of   aforementioned   withdraw  her  appeal  stating  that  she  had  entered  into  an  amicable  
deceased.   Her   petition   was   opposed   Chung   Kiat   Hua,   Lily   Chung   settlement   with   the   oppositors-­‐appellees.   Her   petition   was  
Cho,  Bonifacio  Chung  Sio  Pek  and  Chung  Ka  Bio,  all  claiming  to  be   granted  by  this  Court.    
children  of  the  deceased  Chung  Liu  by  his  first  wife,  Tan  Hua.      
  Hence   only   the   appeal   of   oppositor   Chung   Kiat   Kang   remains   for  
The   petition   was   heard   and   evidence   presented   by   both   petitioner   the  consideration  of  this  Court.    
Ngo   The   Hua   and   Chung   Kiat   Hua,   et   al.   When   Chung   Kiat   Kang's    
turn   to   present   his   evidence   came,   he   manifested,   through   his   ISSUE:     Whether   or   not   Chung   Kiat   Kang   may   intervene   on   the  
counsel,  that  he  was  waiving  his  right  to  present  evidence  in  so  far   administration  proceeding.    
as  the  appointment  of  administrator  of  the  estate  is  concerned.      
  RATIO:     NO.   It   is   well-­‐settled   that   for   a   person   to   be   able   to  
Oppositors-­‐Appellees’   Contention:     They   claim   that   Ngo   The   intervene  in  an  administration  proceeding  concerning  the  estate  of  
Hua   is   morally   and   physically   unfit   to   execute   the   duties   of   the   a  deceased,  it  is  necessary  for  him  to  have  interest  in  such  estate.  
trust   as   administratrix,   and   that   she   and   the   deceased   have   An   interested   party   has   been   defined   in   this   connection   as   one  
secured   an   absolute   divorce   in   Taiwan,   both   being   Chinese   who  would  be  benefited  by  the  estate  such  as  an  heir,  or  one  who  
citizens,  confirmed  a  legalized  by  the  Taipei  District  Court,  Taipei,   has   a   certain   claim   against   the   estate,   such   as   a   creditor.   Appellant  
Taiwan.  In  this  same  opposition  they  prayed  the  Chung  Kiat  Hua,   Chung  Kiat  Kang  does  not  claim  of  to  be  a  creditor  of  Chung  Liu's  
allegedly   the   eldest   child   of   the   deceased,   be   appointed   estate.   Neither   is   he   an   heir   in   accordance   with   the   Civil   Code   of  
administrator  instead.     the  Republic  of  China,  the  law  that  applies  in  this  case,  Chung  Liu  
  being   a   Chinese   citizen.   The   appellant   not   having   any   interest   in  
Petitioner-­‐Appellants’  Contention:  Ngo  The  Hua  who  claim  that   Chung   Liu's   estate,   either   as   heir   or   creditor,   he   cannot   be  
the  oppositors  are  not  children  of  Chung  Liu.     appointed  as  co-­‐administrator  of  the  estate,  as  he  now  prays.    
   
Oppositor-­‐Appellants’   Contention:     Chung   Kiat   Kang,   claiming   WHEREFORE,   the   order   appealed   from   is   hereby   affirmed,   with  
be   a   nephew   of   the   deceased,   filed   his   opposition   to   the   costs  against  appellants.    
appointment   of   either   Ngo   The   Hua   or   Chung   Kiat   Hu   on   the  
Case  No.  44   testamentary   disposition   of   the   property   of   Isabel   Cuntapay  
Heirs  of  Rosendo  Lasam,  Represented  by  Rogelio  Lasam  and   should  be  respected,  and  that  the  heirs  of  Rosendo  Lasam  have  a  
Atty.  Edward  Llonillo  (Petitioners)  vs.  Vicenta  Umengan   better  right  to  possess  the  subject  lot.    
(Respondent)    
G.R.  No.  168156   However,   the   CA   declared   that   then   RTC   erred   in   ruling   that,   by  
December  6,  2006   virtue  of  the  purported  last  will  and  testament  of  Isabel  Cuntapay,  
Callejo,  Sr.,  J.   heirs   of   Rosendo   Lasam   ave   a   better   right   to   the   subject   lot   over  
  Vicenta  Umangan,  explaining  that  the  said  last  will  and  testament  
FACTS:   The   lot   subject   of   this   case   is   located   in   Tuguegarao   City,   did  not  comply  with  the  formal  requirements  of  the  law  on  wills.    
Cagayan,   originally   owned   by   spouses   Pedro   Cuntapay   and   Leon    
Bunagan.   The   heirs   of   the   said   spouses   conveyed   the   ownership   of   ISSUE:  Whether  or  not  petitioner  has  a  better  right  to  the  subject  
the  lots  to  their  two  children  Irene  Cuntapay  and  Isabel  Cuntapay.     property.    
   
The   heirs   of   petitioner,   Rosendo   Lasam,   who   was   the   son   of   Isabel   RATIO:   NO.   The   purported   last   will   and   testament   of   Isabel  
Cuntapay   filed   with   the   MTCC   a   complaint   for   unlawful   detainer   Cuntapay   could   not   be   properly   relied   upon   to   establish  
against   respondent,   Vicenta   Umengan,   who   is   likewise   an   heir   of   petitioner’s   right   to   possess   the   subject   lot,   because,   without  
Isabel   Cuntapay   by   another   marriage,   was   then   occupying   the   having  been  probated,  the  said  last  will  and  testament  could  not  be  
subject  lot.  In  their  complaint,  the  heirs  of  Rosendo  Lasam  alleged   the  source  of  any  right.    
that   they   are   the   owners   of   the   subject   lot.   During   his   lifetime,    
Rosendo  Lasam  allegedly  temporarily  allowed  Vicenta  Umengan  to  
occupy  the  subject  lot  sometime  in  1955  allegedly  promising  that  
they  would  vacate  the  subject  lot  upon  demand.  However,  despite  
written  notice  and  demand  by  the  heirs  of  Rosendo  Lasam,  Vicenta  
Umengan  allegedly  unlawfully  refused  to  vacate  the  subject  lot  and  
continued   to   possess   the   same.   Thus,   instituting   the   action   for  
ejectment.    
 
In   contrast,   Vicenta   Umengan   denied   the   material   allegations  
stating  that  the  subject  lot  was  inherited  by  her  children  through  
intestate  sucession,  and  further,  her  father  purchased  shares  in  the  
subject  lot  as  evidenced  by  Deeds  of  Sale.    
 
The   MTCC   rendered   judgement   in   favor   of   the   heirs   of   Rosendo  
Lasam   and   directed   the   ejectment   of   Vicenta   Umangan   giving  
credence   to   the   newly   discovered   last   will   and   testament  
purportedly   executed   by   Isabel   Cuntapay,   as   opposed   to   Vicenta  
Umengan’s   contention   on   intestate   succession   and   legal  
conveyances.  The  RTC  echoed  the  reasoning  of  the  MTCC  that  the  
Case  No.  45   Subsequently,   a   petition   for   probate   of   the   holographic   will   of  
Dy  Yieng  Seangio,  Barbara  D.  Seangio  and  Virgina  D.  Seangio   Segundo  was  filed  by  petitioners  before  the  RTC.  Upon  petitioner’s  
(Petitioners)  vs.  Hon.  Amor  A.  Reyes,  in  her  capacity  as   motion,   the   probate   proceedings   and   testate   proceedings   were  
Presiding  Judge,  RTC,  NCR,  Branch  21,  Manila  et  al.   consolidated.  
(Respondents)    
G.R.  Nos.  140371-­‐72   Private   respondents   later   moved   for   the   dismissal   of   the   probate  
November  27,  2006   proceedings  on  the  ground  that  the  document  purporting  to  be  the  
Azcuna,  J.   holographic  will  of  Segundo  does  not  meet  the  definition  of  a  will  
  under  Article  783  of  the  Civil  Code,  as  it  only  shows  an  alleged  act  
FACTS:   Private   respondents   filed   a   petition   for   the   settlement   of   of   disinheritance   by   the   decedent   of   his   eldest   son,   Alfredo,   and  
the   intestate   estate   of   the   late   Segundo   Seangio   @   the   RTC,   an   nothing  else.  
prayed   for   the   appointment   of   private   respondent   Elisa   Seangio-­‐  
Santos  as  special  administrator  and  guardian  ad  litem  of  petitioner   Petitioners,   on   the   other   hand,   filed   their   motion   to   dismiss,  
Dy  Yieng  Seangio.   contending  that:  
   
Petitioners   Dy   Yieng,   Barbara   and   Virginia   Seangio   opposed   the   1) The   authority   of   the   probate   court   is   limited   only   to   a  
petition  on  the  ff.  grounds:   determination  of  extrinsic  validity  of  the  will;  
   
1) Dy  Yieng  is  in  full  command  of  her  faculties;   2) Disinheritance  constitutes  a  disposition  on  the  estate  of  the  
  decedent;  and  
2) Deceased  executed  a  general  power  of  attorney  in  favor  of    
Virginia,   giving   her   the   power   to   manage   and   exercise   3) The   rule   on   preterition   does   not   apply   because   Segundo’s  
control   and   supervision   over   his   business   in   the   will   does   not   constitute   a   universal   heir   or   heirs   to   the  
Philippines;   exclusion  of  one  or  more  compulsory  heirs.  
   
3) Virginia   is   the   most   competent   and   qualified   to   serve   as   The   RTC   issued   an   order   dismissing   the   petition   for   probate  
administrator  of  the  estate  because  she  is  a  certified  public   proceedings   because   of   preterition,   as   the   only   heirs   mentioned  
accountant;  and   thereat   are   Alfredo   and   Virginia.   The   other   heirs   being   omitted,  
  Article  854  of  the  New  Civil  Code  thus  applies.  However,  insofar  as  
4) Segundo   left   a   holographic   will   executed   in   1995,   the   widow   Dy   Yieng   Seangio   is   concerned,   Article   854   does   not  
disinheriting   one   of   the   private   respondents,   Alfredo   apply,  she  not  being  a  compulsory  heir  in  the  direct  line.  
Seangio,  for  cause.    
  ISSUE:   Whether   or   not   the   compulsory   heirs   in   the   direct   line  
In   view   of   the   purported   holographic   will,   petitioners   averred   that   were  preterited  in  the  will.  
in  the  event  the  decedent  is  found  to  have  left  a  will,  the  intestate    
proceedings   are   to   be   automatically   suspended   and   replaced   by   RATIO:   NO.   The   compulsory   heirs   in   the   direct   line   were   not  
proceedings  for  the  probate  of  the  will.     preterited   in   the   will.   According   to   the   SC,   it   was   Segundo’s   last  
  expression  to  bequeath  his  estate  to  all  his  compulsory  heirs  with  
the   sole   exception   of   Alfredo.   Also,   Segundo   did   not   institute   an  
heir   to   the   exclusion   of   his   other   compulsory   heirs.   The   mere  
mention   of   the   name   of   one   of   the   petitioners,   Virginia,   in   the  
document   did   not   operate   to   institute   her   as   the   universal   heir.  
Her   name   was   included   only   as   a   witness   to   the   altercation  
between  Segundo  and  his  son,  Alfredo.  
Case  No.  46   acknowledged  her  as  his  natural  daughter  and,  aside  from  certain  
Ernesto  M.  Guevara  (Petitioner-­‐Appellant)  vs.  Rosario   legacies   and   bequests,   devised   to   her   a   portion   of   21.6171  
Guevara  and  her  husband  Pedro  Buison  (Respondents-­‐ hectares  of  the  large  parcel  of  land  described  in  the  will.  But  a  little  
Appellees)   over   four   years   after   the   testator's   demise,   she   commenced   the  
G.R.  No.  48840   present   action   against   Ernesto   M.   Guevara   alone   for   the   purpose  
December  29,  1943   hereinbefore  indicated;  and  it  was  only  during  the  trial  of  this  case  
Ozaeta,  J.   that   she   presented   the   will   to   the   court,   not   for   the   purpose   of  
  having  it  probated  but  only  to  prove  that  the  deceased  Victorino  L.  
FACTS:   Victorino   Guevara   executed   a   will   in   1931   wherein   he   Guevara  had  acknowledged  her  as  his  natural  daughter.  
made   various   bequests   to   his   wife,   stepchildren,   wife   in   the   2nd    
marriage.  He  has  a  legitimate  son  Ernesto  and  a  natural  daughter   Upon  that  proof  of  acknowledgment  she  claimed  her  share  of  the  
Rosario.   Therein,   he   acknowledged   Rosario   as   his   natural   inheritance   from   him,   but   on   the   theory   or   assumption   that   he  
daughter.   died  intestate,  because  the  will  had  not  been  probated,   for   which  
  reason,  she  asserted,  the  betterment  therein  made  by  the  testator  
Victorino   L.   Guevara   executed   a   deed   of   sale   in   favor   of   Ernesto   M.   in   favor   of   his   legitimate   son   Ernesto   M.   Guevara   should   be  
Guevara   conveying   to   him   the   southern   half   of   a   large   parcel   of   disregarded.   Both   the   trial   court   and   the   Court   of   Appeals  
land   in   consideration   of   the   sum   of   P1   and   other   valuable   sustained  that  theory.  
considerations.    
  ISSUE:  Whether  or  not  the  probate  of  a  will  can  be  dispensed  with  
Victorino   L.   Guevara   died.   His   last   will   and   testament,   however,    
was   never   presented   to   the   court   for   probate,   nor   has   any   RATIO:   NO.   Rosario's   contention   violates   procedural   law   and  
administration  proceeding  ever  been  instituted  for  the  settlement   considered  an  attempt  to  circumvent  the  last  will  and  testament  of  
of  his  estate.   the   decedent.   The   proceeding   for   the   probate   of   a   will   is   one   in  
  rem,   with   notice   by   publication   to   the   whole   world   and   with  
Whether  the  various  legatees  mentioned  in  the  will  have  received   personal  notice  to  each  of  the  known  heirs,  legatees,  and  devisees  
their   respective   legacies   or   have   even   been   given   due   notice   of   the   of  the  testator.  
execution   of   said   will   and   of   the   dispositions   therein   made   in   their    
favor,  does  not  affirmatively  appear  from  the  record  of  this  case.   Although  not  contested,  the  due  execution  of  the  will  and  the  fact  
  that   the   testator   at   the   time   of   its   execution   was   of   sound   and  
Ever   since   the   death   of   Victorino   L.   Guevara,   his   only   legitimate   disposing   mind   and   not   acting   under   duress,   menace,   and   undue  
son   Ernesto   M.   Guevara   appears   to   have   possessed   the   land   influence  or  fraud,  must  be  proved  to  the  satisfaction  of  the  court,  
adjudicated   to   him   in   the   registration   proceeding   and   to   have   and  only  then  may  the  will  be  legalized  and  given  effect  by  means  
disposed  of  various  portions  thereof  for  the  purpose  of  paying  the   of  a  certificate  of  its  allowance,  signed  by  the  judge  and  attested  by  
debts  left  by  his  father.   the   seal   of   the   court;   and   when   the   will   devises   real   property,  
  attested  copies  thereof  and  of  the  certificate  of  allowance  must  be  
Rosario   Guevara,   who   had   her   father's   last   will   and   testament   in   recorded   in   the   register   of   deeds   of   the   province   in   which   the   land  
her   custody,   did   nothing   judicially   to   invoke   the   testamentary   lies.  
dispositions   made   therein   in   her   favor,   whereby   the   testator  
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   a   will,   the   law  
punishes  a  person  who  neglects  his  duty  to  present  it  to  the  court.  
 
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  do  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.  
Case  No.  47    
Octavio  S.  Maloles  II,  (Petitioner)  vs.  CA,  Hon.  Fernando  V.   ISSUE:   Whether   or   not   Octavio   Maloles   II   has   the   right   to  
Gorospe,  J.r,  in  his  Official  Capacity  as  Presiding  Judge  of  RTC-­‐ intervene  in  the  probate  proceeding.  
Makati,  Branch  61,  and  Pacita  Phillips  as  the  alleged  executrix    
of  the  alleged  will  of  the  late  Dr.  Arturo  de  Santos,   RATIO:   No.   The   Supreme   Court   first   clarified   that   the   probate   of  
(Respondents)   will  filed  in  Branch  61  has  already  terminated  upon  the  allowance  
G.R.  No.  133359   of  the  will.  Hence  when  Pacita  filed  a  motion  with  Branch  65,  the  
January  31,  2000   same   is   already   a   separate   proceeding   and   not   a   continuance   of  
Mendoza,  J.   the   now   concluded   probate   in   Branch   61.   There   is   therefore   no  
  reason   for   Branch   65   to   refer   back   the   case   to   Branch   61   as   it  
FACTS:   In   1995,   Dr.   Arturo   De   Los   Santos   filed   a   petition   for   initially   did.   Further   even   if   the   probate   was   terminated,   under  
probate   of   his   will.   He   declared   that   he   has   no   compulsory   heirs   Rule  73  of  the  Rules  of  Court  concerning  the  venue  of  settlement  of  
and   that   he   is   naming   as   sole   devisee   and   legatee   the   Arturo   de   estates,   it   is   provided   that   when   a   case   is   filed   in   one   branch,  
Santos   Foundation,   Inc.   (ASF).   The   named   executrix   is   Pacita   De   jurisdiction   over   the   case   does   not   attach   to   the   branch   or   judge  
Los  Reyes  Phillips.  The  petition  was  filed  in  RTC  Makati  Branch  61.   alone,  to  the  exclusion  of  the  other  branches.  
Judge  Fernando  Gorospe  of  said  court  determined  that  Arturo  is  of    
sound  mind  and  was  not  acting  in  duress  when  he  signed  his  last   Anent   the   issue   of   Octavio   being   an   heir,   such   contention   has   no  
will   and   testament   and   so   Branch   61   allowed   the   last   will   and   merit.  He  is  not  an  heir.  Arturo  died  testate.  Next  of  kins  may  only  
testament  on  February  16,  1996.   inherit  if  a  person  dies  intestate.  In  this  case,  Arturo  left  a  valid  will  
  which  expressly  provided  that  ASF  is  the  sole  legatee  and  devisee  
Ten   days   from   the   allowance,   Arturo   died.   Thereafter,   Pacita,   as   of  his  estate.  
executrix,  filed  a  motion  for  the  issuance  of  letters  of  testamentary  
with   Branch   61.   She   however   withdrew   the   motion   but   later   on  
refilled  it  with  RTC  Makati  Branch  65.  
 
Meanwhile,   a   certain   Octavio   Maloles   II   filed   a   motion   for  
intervention   with   Branch   61   claiming   that   as   a   next   of   kin   (him  
being  the  full  blooded  nephew  of  Arturo)  he  should  be  appointed  
as  the  administrator  of  the  estate  and  that  he  is  an  heir.  
 
Judge   Abad   Santos   of   Branch   65   issued   an   order   transferring   the  
motion  filed  by  Pacita  to  Branch  61.  Judge  Santos  ratiocinated  that  
since  the  probate  proceeding  started  in  Branch  61,  then  it  should  
be   the   same   court   which   should   hear   Pacita’s   motion.   Branch   61  
however   refused   to   consolidate   and   referred   the   case   back   to  
Branch   65.   Branch   65   subsequently   consolidated   the   case   per  
refusal  of  Branch  61.  Eventually,  Branch  65  allowed  the  motion  for  
intervention  filed  by  Octavio.  
GROUNDS  FOR  DISALLOWANCE  OF  WILLS   was   dismissed   because   if   failed   to   meet   the   requirements   under  
  Article   813   and   814   of   the   NCC   and   the   house   and   lot   located   in  
Case  No.  48   Cabadbaran,  Agusan  del  Norte  could  not  validly  dispose.  
Spouses  Roberto  and  Thelma  Ajero  (Petitioners)  vs.  CA  and    
Clemente  Sand  (Respondents)   ISSUE:  Whether  or  not  the  holographic  will  is  valid.    
G.R.  No.  106720    
September  15,  1994   RATIO:   YES,   it   is   valid.   According   to   the   Supreme   Court,   in   the  
Puno,  J.   case   of   holographic   wills,   it   must   be   totally   autographic   or  
  handwritten   by   the   testator   himself   as   provided   under   Article   810  
FACTS:   Decedent   Annie   Sand   executed   a   holographic   will   and   of  the  NCC.  On  the  other  hand,  if  the  testator  fails  to  sign  and  date  
named   the   petitioners   and   private   respondents   as   devisees.   some   of   the   dispositions,   such   dispositions   cannot   be   effectuated  
Petitioners   instituted   a   special   proceedings   for   allowance   of   but   does   not   render   the   whole   testament   void.   In   this   case,   the  
decedent’s   holographic   will.   Petitioners   alleged   that   the   decedent   holographic   will   can   still   be   admitted   to   probate.   Unless   the  
was   of   sound   mind   and   disposing   mind   during   the   time   of   its   authenticated   alterations,   cancellations   or   insertions   were   made  
execution   and   not   acting   under   duress,   fraud   or   undue   influence   on   the   date   of   the   holographic   will   or   on   testator’s   signature,   their  
and  was  in  capacity  to  dispose  her  estate  by  will.   presence   does   not   invalidate   the   will   itself.   It   will   only   result   in  
  disallowance  of  those  changes  due  to  lack  of  authentication.    
However,   private   respondents   opposed   the   petition   on   the    
grounds   that   the   testament’s   body   and   signature   was   not   in   In   the   case   of   the   house   and   lot   located   in   Cabadbaran,   Agusan   del  
decedent’s   handwriting   and   it   contained   alterations,   corrections   Norte,  it  cannot  be  validly  dispose  of  the  whole  property  because  
which  were  not  duly  signed  by  the  decedent  and  lastly  the  will  was   such  property  is  in  the  name  of  her  late  father,  John  H.  Sand  which  
procured   by   petitioners   through   improper   pressure   and   undue   means   that   other   heirs   of   her   father   has   also   rights   over   the   said  
influence.   house  and  lot.    
   
On   the   other   hand,   the   petition   was   opposed   by   Dr.   Jose   Ajero   in    
regard   to   the   disposition   in   the   will   of   a   house   and   lot   located   in    
Cabadbaran,   Agusan   Del   Norte.   Such   property   cannot   be   conveyed    
because  she  was  not  the  sole  owner.      
 
RTC   admitted   the   decedent’s   holographic   will   to   probate.   The  
court   finds   that   there’s   no   evidence   to   show   that   the   will   in  
question  is  different  from  the  will  actually  executed  by  Sand.  Also,  
the   decedent   is   of   sound   mind   during   the   execution   of   the   will.  
There   were   three   (3)   witnesses   presented   and   were   able   to  
identify  the  handwriting  of  the  decedent  and  it  was  written  to  be  
the  genuine  handwriting  and  signature.    
 
CA   reversed   the   decision   of   the   RTC   and   the   petition   for   probate  
INSTITUTION  OF  HEIRS
CASE  NO.  50   ISSUE:  Whether  or  not  there  is  preterition  in  this  case.  
J.L.T.  AGRO,  INC.,  represented  by  its  Manager,  JULIAN  L.      
TEVES,  petitioner,  vs.  ANTONIO  BALANSAG  and  HILARIA   RATIO:  NO.  Article  854  provides  that  the  preterition  or  omission  
CADAYDAY,  respondents.   of   one,   some,   or   all   of   the   compulsory   heirs   in   the   direct   line,  
G.R.  NO.  141882   whether  living  at  the  time  of  the  execution  of  the  will  or  born  after  
MARCH  11,  2005   the  death  of  the  testator,  shall  annul  the  institution  of  heir;  but  the  
J.  TINGA   devises   and   legacies   shall   be   valid   insofar   as   they   are   not  
  inofficious.  Manresa  defines  preterition  as  the  omission  of  the  heir  
FACTS:   Decedent,   Don   Julian   L.   Teves,   contracted   two   marriages,   in   the   will,   either   by   not   naming   him   at   all   or,   while   mentioning  
first,   with   Antonia   which   they   had   two   children,   Josefa   and   Emilio.   him   as   father,   son,   etc.,   by   not   instituting   him   as   heir   without  
After  Antonia’s  death,  he  married  Milagros  Donio  which  he  had  4   disinheriting  him  expressly,  nor  assigning  to  him  some  part  of  the  
children,   Maria   Evelyn,   Jose,   Milagros   Reyes   and   Pedro.   Upon   the   properties.   It   is   the   total   omission   of   a   compulsory   heir   in   the  
death   of   Antonia,   the   conjugal   properties   of   her   and   Don   Julian   direct  line  from  inheritance.    
was   partitioned.   Thereafter,   the   parties   entered   into   a    
Compromise   Agreement   which   embodied   the   partition   of   all   the   In  the  case  at  bar,  Don  Julian  did  not  execute  a  will  since  what  he  
properties   of   Don   Juan.   On   the   basis   of   the   agreement,   Hacienda   resorted   to   was   a   partition   inter   vivos   of   his   properties,   as  
Madalla   Milagrosa   was   owned   in   common   by   Don   Julian,   Josefa   evidenced   by   the   court   approved   Compromise   Agreement.   Thus,   it  
and  Emilio.  The  remainder  of  the  properties  was  retained  by  Don   is   premature   if   not   irrelevant   to   speak   of   preterition   prior   to   the  
Julian,   including   Lot.   No.   63.   Don   Julian,   Emilio   and   Josefa   then   death  of  Don  Julian  in  the  absence  of  a  will  depriving  a  legal  heir  of  
executed  a  Supplemental  Deed  of  Assignment  in  favor  of  petitioner   his   legitime.   Besides,   there   are   other   properties   which   the   heirs  
which   transferred   ownership   over   Lot   No.   63   among   other   from  the  second  marriage  could  inherit  from  Don  Julian  upon  his  
properties  and  thereafter,  petitioner  caused  a  TCT  be  issued  in  its   death.   A   couple   of   provisions   in   the   Compromise   Agreement   are  
name.   Meanwhile,   unaware   that   Lot.   No.   63   was   already   in   the   indicative   of   Don   Julian's   desire   along   this   line.   Hence,   the   total  
name   of   the   petitioner,   respondents   bought   the   same   from   omission   from   inheritance   of   Don   Julian's   heirs   from   the   second  
Milagros   Donio.   Hence,   the   seek   the   annulment   of   TCT   issued   in   marriage,  a  requirement  for  preterition  to  exist,  is  not  present.  
favor  of  petitioner.    
 
RTC:   Denied   annulment   of   title.   There   is   a   valid   transfer   of  
ownership.  
 
• At  the  time  of  Don  Julian's  death,  Lot  No.  63  was  no  longer  a  
part   of   his   estate   since   he   had   earlier   assigned   it   to  
petitioner   by   virtue   of   the   Supplemental   Deed   of  
Assignment.   Consequently,   Milagros   Donio   and   not   being  
the  owners  they  could  not  have  sold  it.    
 
CA:  Petitioner’s  title  null  and  void.  There  is  preterition.  
 
Case  No.  51   RATIO:  YES.  In  a  proceeding  for  the  probate  of  a  will,  the  court's  
Remedios  Nuguid  (Petitioner-­‐Appellant)  vs.  Felix  Nuguid  and   area  of  inquiry  is  limited  to  an  examination  of,  and  resolution  on,  
Paz  Salonga  Nuguid  (Oppositors-­‐Appellee)   the   extrinsic   validity   of   the   will;   the   due   execution   thereof;   the  
G.R.  No.  L-­‐23445   testatrix's   testamentary   capacity;   and   the   compliance   with   the  
June  23,  1966   requisites  or  solemnities  prescribed  the  by  law.  
Sanchez,  J.    
  In  the  case  at  bar,  however,  a  peculiar  situation  exists.  The  parties  
FACTS:   Rosario   Nuguid,   a   resident   of   Quezon   City,   died   on   shunted   aside   the   question   of   whether   or   not   the   will   should   be  
December   30,   1962,   single,   without   descendants,   legitimate   or   allowed  probate.  They  questioned  the  intrinsic  validity  of  the  will.  
illegitimate.   Surviving   her   were   her   legitimate   parents,   Felix   Normally,  this  comes  only  after  the  court  has  declared  that  the  will  
Nuguid  and  Paz  Salonga  Nuguid,  and  six  (6)  brothers  and  sisters.     has  been  duly  authenticated.  But  if  the  case  were  to  be  remanded  
  for   probate   of   the   will,   nothing   will   be   gained.   In   the   event   of  
Petitioner   Remedios   Nuguid,   one   of   Rosario’s   sisters,   filed   in   the   probate   or   if   the   court   rejects   the   will,   probability   exists   that   the  
Court   of   First   Instance   of   Rizal   a   holographic   will   allegedly   case  will  come  up  once  again  before  this  Court  on  the  same  issue  
executed   by   Rosario   Nuguid.   Petitioner   prayed   that   said   will   be   of   the   intrinsic   validity   or   nullity   of   the   will.   The   result   would   be  
admitted   to   probate   and   that   letters   of   administration   with   the   waste  of  time,  effort,  expense,  plus  added  anxiety.  These  practical  
will  annexed  be  issued  to  her.   considerations  induce  this  Court  to  meet  head-­‐on  the  issue  of  the  
  nullity   of   the   provisions   of   the   will   in   question,   there   being   a  
Felix   Nuguid   and   Paz   Salonga   Nuguid,   concededly   the   legitimate   justiciable  controversy  awaiting  solution.  
father   and   mother   of   the   deceased   Rosario   Nuguid,   entered   their    
opposition  to  the  probate  of  her  will.   The   deceased   left   no   descendants,   legitimate   or   illegitimate.   But  
  she   left   forced   heirs   in   the   direct   ascending   time   —   her   parents.  
Ground   therefor,   inter   alia,   is   that   by   the   institution   of   petitioner   Her  will  does  not  explicitly  disinherit  them  but  simply  omits  their  
Remedios  Nuguid  as  universal  heir  of  the  deceased,  oppositors  —   names   altogether.   Said   will   rather   than   he   labelled   ineffective  
who  are  compulsory  heirs  of  the  deceased  in  the  direct  ascending   disinheritance   is   clearly   one   in   which   the   said   forced   heirs   suffer  
line   —   were   illegally   preterited   and   that   in   consequence   the   from  preterition.  
institution  is  void.      
  Preterition   "consists   in   the   omission   in   the   testator's   will   of   the  
The   court's   order   of   November   8,   1963,   held   that   "the   will   in   forced   heirs   or   anyone   of   them,   either   because   the   are   not  
question  is  a  complete  nullity  and  will  perforce  create  intestacy  of   mentioned   therein,   or,   though   mentioned,   they   are   neither  
the   estate   of   the   deceased   Rosario   Nuguid"   and   dismissed   the   instituted  as  heirs  nor  are  expressly  disinherited."  (Neri,  et  al.  vs.  
petition.   Akutin,   at   al.,   72   Phil.,   p.   325.)   Disinheritance;   in   turn,   "is   a  
  testamentary   disposition   depriving   any   compulsory   heir   of   heir  
The  Motion  for  Reconsideration  was  also  denied.   share  in  the  legitime  for  a  cause  authorized  by  law."  (Justice  J.B.L.  
  Reyes  and  R.C.  Puno,  "An  Outline  of  Philippine  Civil  Law,"  1956  ed.,  
ISSUE:  Whether  or  not  the  institution  of  Remedios  as  the  sole  and   Vol.   III,   p.   8,   citing   cases.)   Disinheritance   is   always   "voluntary";  
universal  heir  preterited  the  compulsory  heirs.     preterition  upon  the  other  hand,  is  presumed  to  be  "involuntary."  
   
(Sanchez   Roman,   Estudios   de   Derecho   Civil,   2nd   edition,   Volume   reduction   of   inofficious   legacies   or   betterments   would   be   a  
20,  p.  1131.)   surplusage  because  they  would  be  absorbed  by  Article  817  of  the  
  same  Code.  
The   effects   flowing   from   preterition   are   totally   different   from    
those   of   disinheritance.   Preterition   under   Article   854   of   the   Civil  
Code  "shall  annul  the  institution  of  heir.  "This  annulment  is  in  toto,  
unless  in  the  will  there  are,  in  addition,  testamentary  dispositions  
in   the   form   of   devises   or   legacies.   In   ineffective   disinheritance  
under  Article  918  of  the  same  Code,  such  disinheritance  shall  also  
"annul   the   institution   of   heirs,"   but   only   "insofar   as   it   may  
prejudice  the  person  disinherited,"  which  last  phrase  was  omitted  
in   the   case   of   preterition.   (III   Tolentino,  Civil   Code   of   the  
Philippines,   1961.   Edition,   p.   172.)   Better   stated   yet,   in  
disinheritance  the  nullity  is  limited  to  that  portion  of  the  estate  of  
which  the  disinherited  heirs  have  been  illegally  deprived.  
 
Legacies   and   devises   merit   consideration   only   when   they   are   so  
expressly  given  as  such  in  a  will.  Nothing  in  Article  854  of  the  Civil  
Code  suggests  that  the  mere  institution  of  a  universal  heir  in  a  will  
—  void  because  of  preterition  —  would  give  the  heir  so  instituted  
a   share   in   the   inheritance.   As   to   him,   the   will   is   inexistent.   There  
must  he,  in  addition  to  such  institution,  a  testamentary  disposition  
granting   him   bequests   or   legacies   apart   and   separate   from   the  
nullified  institution  of  heir.  
 
Petitioner   insists   that   the   compulsory   heirs   ineffectively  
disinherited   are   entitled   to   receive   their   legitimes,   but   that   the  
institution  of  heir  "is  not  invalidated,"  although  the  inheritance  of  
the   heir   so   instituted   is   reduced   to   the   extent   of   said   legitimes.  
This   theory,   if   adopted,   will   result   in   a   complete   abrogation   of  
Articles  814  and  851  of  the  Civil  Code.  
 
If   every   case   of   institution   of   heirs   may   be   made   to   fall   into   the  
concept   of   legacies   and   betterments   reducing   the   bequest  
accordingly,   then   the   provisions   of   Articles   814   and   851   regarding  
total   or   partial   nullity   of   the   institution   would   be   absolutely  
meaningless   and   will   never   have   any   application   at   all.   And   the  
remaining   provisions   contained   in   said   articles   concerning   the  
SUBSTITUTION  OF  HEIRS    
  ISSUE:  Whether  the  testatrix's  will  orders  a  simple  substitution.  
Case  No.  52    
Carmen  G.  de  Perez,  trustee  of  the  estate  of  Ana  Maria   RATIO:  NO,  the  will  provides  for  a  fideicommissary  substitution  
Alcantara  (Plaintiff-­‐Appellee)  vs.  Mariano  Garchitorena,  and   of  heirs.  
Jose  Casimiro,  Sheriff  of  the  CFI  of  Manila    (Defendants-­‐  
Appellants)   Requirement   of   a   fideicommissary   substitution   according   to  
G.R.  No.  31703   Manresa:  
February  13,  1930   1) A  first  heir  called  primarily  to  the  enjoyment  of  the  estate;  
Romualdez,  J.    
  2) An   obligation   clearly   imposed   upon   him   to   preserve   and  
FACTS:   Ana   Maria   Alcantara,   prior   to   her   death,   executed   a   will   transmit  to  a  third  person  the  whole  or  a  part  of  the  estate;  
 
instituting  her  niece-­‐in-­‐law,  plaintiff  Carmen  De  Perez,  as  sole  and  
universal  heiress  to  the  remainder  of  her  estate.   3) A  second  heir;  and  
   
P21,428.58  is  on  deposit  in  the  plaintiff's  name  with  an  association   4) That   the   fideicommissarius   be   entitled   to   the   estate   from  
called   La   Urbana   as   the   final   payment   of   the   liquidated   credit   of   the   time   thetestator   dies,   since   he   is   to   inherit   from   the  
Ana   Maria   Alcantara   against   Andres   Garchitorena,   also   deceased,   latter  and  not  from  the  fiduciary"  
represented  by  his  son,  the  defendant  Mariano  Garchitorena.    
  All   of   such   requirements   were   present   in   the   will   of   Ana   Maria  
As   said   Mariano   Garchitorena   held   a   judgment   for   P7,872.23   Alcantara  which  states  that:  
against   Joaquin   Perez   Alcantara,   Carmen’s   husband,   the   sheriff    
pursuant   to   a   writ   of   execution   levied   an   attachment   on   the   said   "IX…I   institute   Carmen   Garchitorena   as   my   sole   and  
deposited  amount.   universal   heiress   to   the   remainder   of   my   estate…   she   will  
  receive   from   my   executrix   the   properties   composing   my  
The   plaintiff   secured   a   preliminary   injunction   restraining   the   hereditary   estate,   that   she   may   enjoy   them   with   God's  
execution,   alleging   that   said   deposit   belongs   to   the   blessing  and  my  own."  
fideicommissary   heirs   of   the   decedent   Ana   Maria   Alcantara,   and    
cannot  be  subject  to  a  levy  on  attachment   "X.  Should  my  heiress  Carmen  Garchitorena  die,  I  order  that  
  my   whole   estate   shall   pass   unimpaired   to   her   surviving  
LOWER   COURT:   held   that   said   La   Urbana   deposit   belongs   to   the   children;  and  should  any  of  these  die,  his  share  shall  serve  
plaintiff's   children   as   fideicommissary   heirs   of   Ana   Maria   to   increase   the   portions   of   his   surviving   brothers   (and  
Alcantara   sisters)  by  accretion,  in  such  wise  that  my  estate  shall  never  
  pass  out  of  the  hands  of  my  heiress  or  her  children  in  so  far  
Defendant's   contention:   That   lower   court   erred   in   their   as  it  is  legally  possible."  
declaration.  That  as  per  the  clauses  of  the  Ana  Maria's  will,  what  is    
ordered   by   Ana   Maria   Alcantara   is   a   simple   substitution,   not   a    
fideicommissary  substitution    
The   foregoing   leads   us   to   the   conclusion,   based   on   Manresa's  
quotation:  
 
1. A  first  heir  primarily  called  to  the  enjoyment  of  the  estate.  
-­‐ In  this  case  the  plaintiff  was  instituted  an  heiress,  called  to  
the   enjoyment   of   the   estate,   according   to   clause   IX   of   the  
will.    
 
2. An   obligation   clearly   imposed   upon   the   heir   to   preserve  
and   transmit   to   a   third   person   the   whole   or   a   part   of   the  
estate.  
-­‐ Such   an   obligation   is   imposed   in   clause   X   which   provides  
that   the   "whole   estate   shall   pass   unimpaired   to   her  
(heiress's)   surviving   children;"   thus,   instead   of   leaving   the  
heiress   at   liberty   to   dispose   of   the   estate   by   will,   or   of  
leaving  the  law  to  take  its  course  in  case  she  dies  intestate,  
said   clause   not   only   disposes   of   the   estate   in   favor   of   the  
heiress   instituted,   but   also   provides   for   the   disposition  
thereof   in   case   she   could   die   after   the   testatrix.   Note   also  
that   clause   IX   vests   in   the   heiress   only   the   right   to   enjoy  
and  not  the  right  to  dispose  of  the  state.  
 
3. A  second  heir.  
-­‐ Such  are  the  children  of  the  heiress  instituted.  
 
4. That   the   Fideicommissarius   or   second   heir   should   be  
entitled  to  the  estate  from  the  time  of  the  testator's  death.  
-­‐ In   this   case,   is,   rather   than   a   requisite,   a   necessary  
consequence   derived   from   the   nature   of   the  
fideicommissary   substitution,   in   which   the   second   heir  
does  not  inherit  from  the  heir  first  instituted,  but  from  the  
testator  
 
Case  No.  53   obligation  is  imposed  thereby  upon  Hodges  to  preserve  the  estate  
Philippine  Commercial  &  Industrial  Bank,  Administrator   or  any  part  thereof  for  anyone  else.  
of  the  Testate  Estate  of  Charles  Newton  Hodges    
(Petitioner)  vs.  The  Hon.  Venicio  Escolin,  Presiding  Judge   The  brothers  and  sisters  of  Mrs.  Hodges  are  not  substitutes  for  C.N.  
of  the  CFI  of  Iloilo,  2nd  Branch,  and  Avelina  A.  Magno   Hodges   because,   under   her   will,   they   are   not   to   inherit   what  
(Respondents)   Hodges  cannot,  would  not  or  may  not  inherit,  but  what  he  would  
G.R.  Nos.  L-­‐27860  &  L-­‐27896   not  dispose  of  from  his  inheritance;  rather,  therefore,  they  are  also  
March  29,  1974   heirs  instituted  simultaneously  with  Hodges,  subject,  however,  to  
Barredo,  J.   certain   conditions,   partially   resolutory   insofar   as   Hodges   was  
  concerned   and   correspondingly   suspensive   with   reference   to   his  
FACTS:   Linnie   Jane   Hodges   died   in   Iloilo   City   leaving   a   will.   She   brothers   and   sisters-­‐in-­‐law.   It   is   partially   resolutory,   since   it  
bequeathed  all  of  her  properties  to  her  husband,  Charles  Newton   bequeaths   unto   Hodges   the   whole   of   her   estate   to   be   owned   and  
Hodges,  during  his  natural  lifetime.  She  also  gave  her  husband  the   enjoyed  by  him  as  universal  and  sole  heir  with  absolute  dominion  
right   to   manage,   control,   use   and   enjoy   said   estate.   However,   her   over   them   only   during   his   lifetime,   which   means   that   while   he  
husband  cannot  sell  or  otherwise  dispose  their  property  in  Texas.   could   completely   and   absolutely   dispose   of   any   portion   thereof  
There   is   also   a   provision   in   her   will   that   upon   death   of   her   inter  vivos  to  anyone  other  than  himself,  he  was  not  free  to  do  so  
husband,  her  brothers  and  sisters  shall  have  the  rest  or  remainder   mortis   causa,   and   all   his   rights   to   what   might   remain   upon   his  
of   her   estate.   C.N.   Hodges   died.   Magno   was   appointed   as   the   death   would   cease   entirely   upon   the   occurrence   of   that  
administratix   of   both   spouse’s   estate,   later   she   was   replaced   by   contingency,   inasmuch   as   the   right   of   his   brothers   and   sisters-­‐in-­‐
PCIB  for  Charles’  estate.  There  was  no  liquidation  of  Mrs.  Hodges’   law  to  the  inheritance,  although  vested  already  upon  the  death  of  
estate   so   when   Mr.   Hodges   died,   the   brothers   and   sisters   of   the   Mrs.   Hodges,   would   automatically   become   operative   upon   the  
former  wanted  to  determine  the  extent  of  their  sister’s  estate  that   occurrence  of  the  death  of  Hodges  in  the  event  of  actual  existence  
they  can  inherit.   of  any  remainder  of  her  estate  then.    
 
ISSUE:  Whether  or  not  there  was  fideicommissary  substitution.  
 
RATIO:   NO.   There   are   generally   only   two   kinds   of   substitution  
provided  for  and  authorized  by  our  Civil  Code  (Articles  857-­‐870),  
namely,  (1)  simple  or  common  substitution,  sometimes  referred  to  
as   vulgar   substitution   (Article   859),   and   (2)   fideicommissary  
substitution   (Article   863).   Mrs.   Hodges'   will   provides   neither   for   a  
simple   or   vulgar   substitution   under   Article   859   of   the   Civil   Code  
nor   for   a   fideicommissary   substitution   under   Article   863   thereof.  
There   is   no   vulgar   substitution   therein   because   there   is   no  
provision   for   either   (1)   predecease   of   the   testator   by   the  
designated   heir   or   (2)   refusal   or   (3)   incapacity   of   the   latter   to  
accept   the   inheritance,   as   required   by   Article   859;   and   neither   is  
there   a   fideicommissary   substitution   therein   because   no  
CONDITIONS,  MODES,  AND  TERMS   testator’s  wish  to  have  his  property  disposed  of  in  accordance  with  
  Philippine  laws  and  not  by  the  law  of  his  nationality  is  void.  
Case  No.  54    
Testate  Estate  of  Joseph  G.  Brimo.  Juan  Miciano,   Under  Art.  792  of  the  Civil  Code,  impossible  conditions  as  well  as  
Administrator(Petitioner-­‐Appellee)  vs.  Andre  Brimo   those   contrary   to   law   or   good   customs,   such   as   the   condition  
(Respondent-­‐Appellant)   imposed   by   the   will,   are   considered   not   imposed   and   not  
G.R.  No.  22595   prejudicial  to  legatees.  
November  1,  1924    
Romualdez,  J.   The   condition   in   question,   found   in   the   second   clause   of   the   will   of  
  Joseph  Brimo,  requests  his  heirs  to  respect  his  decision  to  have  his  
FACTS:   Upon   the   death   of   Joseph   Brimo,   a   Turkish   citizen,   Juan   property  disposed  of  in  accordance  with  Philippine  laws  or  else  be  
Miciano,   the   administrator   of   the   former’s   estate,   filed   a   scheme   of   prevented  from  claiming  their  inheritance—a  condition  which  the  
partition   before   the   lower   court.   Andre   Brimo,   the   brother   of   the   Appellant   could   not   abide   by.   This   condition   is   contrary   to   law  
deceased,   subsequently   opposed   this.   The   lower   court   however   because   Art.   10   of   the   Civil   Code   provides   that,   “testamentary  
approved  of  the  same.   successions   shall   be   regulated   by   the   national   law   of   the   person  
  whose   succession   is   in   question…”   and   is   therefore   deemed  
Aggrieved,  Andre  Brimo  then  appealed  the  ruling  before  the  Court.   written  in  every  will.  
Aside  from  opposing  the  approval  of  the  scheme  of  partition  by  the    
court  as  well  as  its  declaration  that  Turkish  laws  cannot  be  made   Based   on   the   above   findings   of   the   Court,   it   moved   to   modify   the  
to   apply   in   the   case   of   Joseph   Brimo’s   estate,   Respondent-­‐ ruling   of   the   lower   court,   directing   that   the   distribution   of   the  
Appellant  Brimo  also  opposed  the  denial  of  his  participation  in  the   estate   of   Joseph   Brimo   be   made   in   such   a   manner   as   to   include  
inheritance.   Appellant  Andre  Brimo.    
 
Appellee   on   the   otherhand   based   the   exclusion   of   Andre   Brimo,   as  
legatee   in   the   will,   on   the   second   clause   found   in   Joseph   Brimo’s  
will   expressing   his   wish   to   have   his   property   disposed   of   in  
accordance   with   Philippine   laws   and   not   Turkish   laws   thereby  
annulling  any  favorable  disposition  to  such  a  person  who  refuses  
to  honor  his  wish.  
 
Hence  this  case.  
 
ISSUE:   Whether   or   not   Andre   Brimo   can   be   excluded   from   the  
estate  partition.  
 
RATIO:   NO,   Andre   Brimo   cannot   be   excluded   from   the   estate  
partition.   Applying   Art.   792   (now   Art.   873)   along   with   Art.   10   of  
the   Civil   Code,   the   condition   requiring   legatees   to   respect   the  

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