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G.R. No.

7890 September 29, 1914 twenty years, it is presumed that he died and it is
held that the part of this estate to which he was
entitled must be divided among the other heirs.
FILOMENA PECSON, as administratix of the last will and
testament of Florencio Pecson, et al., plaintiffs-appellants,
vs. It also appears from the evidence that Teresa
ROSARIO MEDIAVILLO, defendant-appellee. Pecson married Basiliso Mediavillo, by whom she
had two children, Joaquin and Rosario Mediavillo.
Teresa also died, leaving these two children and
S. E. Imperial for appellants.
her husband, Basiliso Mediavillo. Her son Joaquin
Tomas Lorayes for appellee.
died, unmarried and childless, before the death of
the testator, Florencio Pecson. Rosario is the only
JOHNSON, J.: living daughter of Teresa and the latter's husband,
Basiliso Mediavillo, is also living. The evidence
shows that this girl Rosario became insane in
It appears from the record that some time prior to the 17th 1895, when she went to Nueva Caceres to study
day of September, 1910, the last will and testament of in college, and it has been proved that it was
Florencio Pecson was presented to the Court of First
previous to this date that she disobeyed her
Instance of the Province of Albay for probate. Mr. Tomas grandfather and raised her hand against him, and,
Lorayes, an attorney at law, opposed the legislation of the as the testator states in the third paragraph of his
will on the ground that it had not been authorized nor signed
will, he disinherited her. This court understands
by the deceased, in accordance with the provisions of the that this Rosario, who was then 14 years of age,
Code of Civil Procedure. After hearing the respective parties, and who shortly afterwards became insane, was
the Honorable Percy M. Moir, judge, found that the will had
not responsible for her acts and should not have
been signed and executed in accordance with the provisions been disinherited by her grandfather.
of law, and denied the opposition on the 17th day of
September, 1910.
The court therefore decrees that this part of the
will is contrary to law and sets it aside as being of
On the 18th day of September, 1910, the said Tomas no force or value whatever. The court further holds
Lorayes, representing Basiliso Mediavillo and Rosario that Rosario Mediavillo, the daughter of Teresa
Mediavillo, presented a motion in the words following: Pecson, is the heiress of the one-half of the share
of this estate pertaining to the said Teresa, and
1. That Rosario Mediavillo is and Joaquin that her father, as the heir of his son Joaquin, also
Mediavillo was a legitimate child of the deceased Teresa's son, is the heris of the other one-half of
Teresa Pecson, who also was a daughter of the the said share pertaining to Teresa — that is, of
testator, Florencio Pecson, and therefore the first the one-seventh of this estate that pertains to the
mentioned is and the second was a grandchild of latter. Moreover, the court decrees that, besides
the latter. the two heirs just above mentioned, Emerciano,
Filomena, Asuncion, Zoila, Emiliano, and Perfecto,
surnamed Pecson, and the children of Teresa, are
2. That the said granddaughter, Rosario Mediavillo also heirs of the estate of Florencio Pecson.
y Pecson, was disinherited by her grandfather, the
testator Florencio Pecson, according to clause 3 of
the will, because she failed to show him due From the decision the plaintiff appealed to this court and
respect and on a certain occasion raised her hand made the following assignments of error:
against him.
FIRST ERROR
3. That the interested party did not commit such
an act, and if perhaps she did, it was due to the The lower court erred in finding that the part of the
derangement of her mental faculties which will which disinherits Rosario Mediavillo is contrary
occurred a long time ago and from which she now
to law, and in setting it aside as being of no force
suffers in periodical attacks. or value whatever.

By reason of all the foregoing and because the


SECOND ERROR
disinheriting clause 3 of the will is unfounded, the
undersigned prays the court to annul the said
clause and to make the testator's died without The lower court erred by decreeing that Basaliso
succession, but is represented now by his father, Mediavillo, the father of Joaquin Mediavillo, is the
Basiliso Mediavillo), participants in the estate left heir by representation of the one-half of the one
by their grandfather; and, finally, that the court seventh of this estate pertaining to Joaquin
grant such other relief as it may deem just and Mediavillo.
equitable.
With reference to the first assignment of error it may be said
After a consideration of the question presented by said that from the record it appears that during the lifetime of
motion, the lower court, on the 22d day of September, 1911, Florencio Pecson he had been married to Nicolasa
rendered the following decision: Manjares, with whom he had eight children, named
Filomena, Asuncion, Zoila, Emerenciano, Emiliano, Perfecto,
Rufino and Teresa Pecson; that before the death of
This case has come up to-day for a hearing on the Florencio Pecson he executed and delivered the will in
declaration of heirs of the decease Florencio
question. The will made no provision for the said Rufino
Pecson, who died in Daraga, about the year 1910. Pecson, neither was there any provision in the will for the
said Teresa. All of the other children were named as heirs in
From the evidence it appears that the deceased said will. It appears that Teresa had been married with one
had eight children by his wife Nicolasa Manjares, Basiliso Mediavillo, and that some time before the making of
likewise deceased, which children are those the will in question she died, leaving her husband and two
named Emerenciano, Teresa, Filomena, children, Joaquin Mediavillo and Rosario Mediavillo, as her
Asunsion, Rufino, Zoila, Emiliano, and Perfecto, all heirs. It also appears from the record that Joaquin Mediavillo
surnamed Pecson. It also appears that Rufino died without heirs, leaving as the only heirs of the said
Pecson absented himself from these Islands Teresa Pecson, her husband, Basilio Mediavillo and the said
twenty-five years ago, going to Australia, and that Rosario Mediavillo. The said Joaquin Mediavillo died before
nothing has been heard of him for the past twenty his grandfather, Florencio Pecson, and probably before the
years. The said Rufino Pecson left no children in will in question was made.
the Philippines and was unmarried when he
emigrated. As nothing has been heard of him for
Paragraph 3 of the will disinherited Rosario Mediavillo in the the designation of heirship, in so far as it
following language: prejudices the person disinherited.

I declare that one of my daughters, named Teresa, It seems clear from the above-quoted provisions, that the
now deceased, left a legitimate daughter named courts may inquire into the justice of a disinheritance such as
Rosario Mediavillo. I also declare that I disinherit was attempted in the present case, and if they find that the
my granddaughter, the said Rosario Mediavillo, disinheritance was without cause, that part of the testament
because she was grossly disrespectful to me and or will may be pronounced null and void. It remains,
because on one occasion, when it was I do not however, to be seen whether the evidence adduced during
remember, she raised her hand against me. the trial of the present cause was sufficient to show that the
Therefore, it is my will that the said Rosario disinheritance made in paragraph 3 of the will was made for
Mediavillo shall have no share in my property. just cause. It appears from the record that when Rosario
Mediavillo was about 14 years of age, she had received
some attentions from a young man — that she had received
The defendant, Rosario Mediavillo, in the motion which she
a letter from him — and that her grandfather, Florencio
presented and which is copied above, alleges that she was
Pecson, took occasion to talk to her about the relations
disinherited without case. Upon a consideration of that
between her and the said young man; that it was upon that
question, the lower court found that she had been
occasion when, it is alleged, the disobedience and
disinherited without cause and annulled said paragraph 3 of
disrespect were shown to her grandfather, and that was the
the will. That order of the lower court constitutes the error
cause for her disinheritance by her grandfather. The record
complained of by the appellant in her first assignment of
shows that very soon after said event she lost the use of her
error.
mental powers and that she has never regained them,
except for very brief periods, up to the present time. The
By reference to said paragraph 3 above quoted, it will be lower court, taking into consideration her tender years, and
seen that Florencio Pecson disinherited the said Rosario the fact that she very soon thereafter lost the use of her
Mediavillo "because she was grossly disrespectful to me and mental faculties, reached the conclusion that she was
because on one occasion, when it was I do not remember, probably not responsible for the disrespect and disobedience
she raised her hand against me. Therefore it is my will that shown to her grandfather in the year 1894 or 1895.
she, the said Rosario Mediavillo, shall have no share in my
property."
After a careful consideration of the record, we are inclined to
believe that the same supports the conclusions of the lower
The lower court admitted proof the question of the court and that the same supports the conclusions of the
responsibility of the said Rosario Mediavillo at the time she lower court that he did not commit the error complained of in
offered the offense to her grandfather, Florencio Pecson. the first assignment of error.
After hearing the proof, the lower court reached the following
conclusion:
With reference to the second assignment of error, it will be
remembered that Teresa Pecson, the mother of Rosario
The evidence shows that this girl Rosario became Mediavillo, at the time of her death left two children, Rosario
insane in 1895, when she went to Nueva Caceres and Joaquin, and her husband Basiliso Mediavillo, and that
to study in college, and it has been proved that it said Joaquin Mediavillo died without heirs. The lower court
was previous to this date that she disobeyed her gave one-half of the inheritance of the said Teresa Pecson
grandfather and raised her hand against him, and, to Rosario Mediavillo and the share that would have gone to
as the testator states in the third paragraph of his Joaquin Mediavillo, and the share that would have gone to
will, he disinherited her. This court understands Joaquin Mediavillo, to his father Basiliso Mediavillo. In that
that this Rosario, who was then 14 years of age, conclusion of the lower court we think error was committed.
and who shortly afterwards became insane, was The appellant relies upon the provisions of article 925 of the
not responsible for her acts and should not have Civil Code, in his contention that the lower court committed
been disinherited by her grandfather. an error. Article 925 provides that:

The first assignment of error presents the question whether The right of representation shall always take place
or not the courts, when a parent disinherits his children, may in the direct descending line, but never in the
inquire into the cause of the disinheritance and decide that ascending. In collateral lines, it shall take place
there was or was not ground for such disinheritance. The only in favor of the children of brothers or sisters,
Civil Code (art. 848) provides that disinheritance whether they be of the whole or half blood.
shall only take place for one of the causes expressly fixed by
law. In accordance with the provisions of that article (848)
The appellee, in support of the conclusions of the lower
we find that articles 756 and 853 provide the cases or
court, cites articles 935 and 936 of the Civil Code. Article
causes for disinheritance; or, in other words, the cases or
935 provides that:
causes in which the ancestors may by will disinherit their
heirs. Article 849 of the Civil Code provides that the
disinheritance can only be effected by the testament, in In the absence of legitimate children and
which shall be mentioned the legal grounds or causes for descendants of the deceased, his ascendants
such disinheritance. If it is true that heirs can be shall inherit from him, to the exclusion of
disinherited only by will, and for causes mentioned in the collaterals.
Civil Code, it would seen to follow that the courts might
properly inquire whether the disinheritance has been made
Article 936 provides that:
properly and for the causes provided for by law. The right of
the courts to inquire into the causes and whether there was
sufficient cause for the disinheritance or not, seems to be The father and mother, if living shall inherits share
supported by express provisions of the Civil Code. Article and share alike. If one of them only survive, he or
850 provides that "the proof of the truthfulness of the reason she shall succeed to the son's entire estate.
for disinheritance shall be established by the heirs of the
testator, should the disinherited person deny it." It would
It will be remembered that the whole argument of the
appear then that if the person disinherited should deny the
truthfulness of the cause of disinheritance, he might be appellants with reference to the first assignment of error was
permitted to support his allegation by proof. The right of the that Rosario Mediavillo had been disinherited and the court
evidently believed that there were no "legitimate children,
court to inquire whether or not the disinheritance was made
for just cause is also sustained by the provisions of article descendants of the deceased, surviving," and that therefore
851, which in part provides that: the father or mother of said legitimate children would inherit
as ascendants. Inasmuch, however, as there was a
descendant in the direct line, surviving, the inheritance could
Disinheritance made without statement of the not ascend, and for the reason the lower court committed an
reason, or for a cause the truth of which, if error in declaring that Basiliso Mediavillo was entitled to
contradicted, should not be proven . . . shall annul inherit that share of the estate that would have belonged to
Joaquin Mediavillo, had he been living. Therefore, and for all IN THE SAME WILL. — Article 849 of the Civil Code of
the foregoing, that part of the judgment of the lower court Spain does not require that the disinheritance should be
nullifying and setting aside paragraph 3 of the will is hereby accomplished in the same instrument by which the maker
affirmed, and that art of said judgment which decrees to provides for the disposition of his or her property after his or
Basiliso Mediavillo one-half of the estate of Florencio her death; it merely provides that "disinheritance can be
Pecson, belonging to Teresa Pecson and which would have effected only by a will (any will) in which the legal cause
been given to Joaquin Mediavillo, had he been surviving, is upon which it is based is expressly stated."
hereby revoked. And without any findings as to costs, it is
hereby ordered that the cause be remanded to the lower
court, with direction that judgment be entered in accordance
herewith, and that such further proceedings be had as the DECISION
interested parties may deem necessary, for the purpose of
disposing of that part of the inheritance of Teresa Pecson
would have belonged to Joaquin Mediavillo, had he been TUASON, J.:
surviving.

This is an appeal from the Court of Appeals which affirmed


EN BANC an order of the Court of First Instance of Zambales denying
the probate of the last will and testament and a so-called
[G.R. No. L-4888. May 25, 1953.] codicil, identified as Exhibits A and B, of Pilar Montealegre,
deceased. The testatrix was survived by her husband and
JOSE MERZA, Petitioner, v. PEDRO LOPEZ collateral relatives, some of whom, along with the husband,
PORRAS, Respondent. were disinherited in Exhibit B for the reasons set forth
therein.
Primicias, Abad, Mencies & Castillo for Petitioner.
The opposition to Exhibit A was predicated on alleged
Moises Ma. Buhain for Respondent. defects of the attestation clause. Written in the local dialect
known to the testatrix, the attestation clause, as translated
into English in the record on appeal
SYLLABUS reads:jgc:chanrobles.com.ph

"The foregoing instrument consisting of three pages, on the


1. WILLS; PROBATE OF DEFECTIVE WILLS; PHRASE "IN date above-mentioned, was executed, signed and published
OUR PRESENCE", EXPLAINED. — Written in the local by testatrix Pilar Montealegre and she declared that the said
dialect known to the testatrix, the attestation clause, as instrument is her last will and testament; that in our presence
translated into English in the record on appeal reads: "The and also in the very presence of the said testatrix as likewise
foregoing instrument consisting of three (3) pages, on the in the presence of two witnesses and the testatrix each of us
date above mentioned, was executed, signed and published three witnesses signed this testament."cralaw virtua1aw
by testatrix Pilar Montealegre and she declared that the said library
instrument is her last will and testament; that in our presence
and also in the very presence of the said testatrix as likewise The opponent objected that this clause did not state that the
in the presence of two witnesses and the testatrix each of us testatrix and the witnesses had signed each and every page
three witnesses signed this testament." The opponent of the will or that she had signed the instrument in the
objected that this clause did not state that the testatrix and presence of the witnesses. The Appellate Court dismissed
the witnesses had signed each and every page of the will or the first objection, finding that "failure to state in the
that she had signed the instrument in the presence of the attestation clause in question that the testatrix and/or the
witnesses. Held: Considering that the witnesses’ only witnesses had signed each and every page of Exhibit A were
business at hand was to sign and attest to the testatrix’s cured by the fact that each one of the pages of the
signing of the document, and that the only actors in the instrument appears to be signed by the testatrix and the
proceeding were the maker and the witnesses acting and three attesting witnesses (Nayve v. Mojal, 47 Phil., 152,
speaking collectively and in the first person, the phrase "in (1924); Ticson v. Gorostiza, 57 Phil., 437, (1932); Leynes v.
our presence", used as it was in connection with the process Leynes, 40 Off. Gaz., 3rd Suppl. (October 18, 1939), 510,
of signing, can not imply anything but that the testatrix 528; Rallos v. Rallos, 44 Off. Gaz., 4938, 4940)." But
signed before them. No other inference is possible. The granting the correctness of the premise, the court held the
prepositional phrase "in our presence" denotes an active second objection well taken and thus concluded: "The
verb and the verb a subject. The verb could be no other than question whether the testatrix had signed in the presence of
signed and the subject no other than the testatrix. The use of said witnesses can not be verified upon physical
the word "also" is no less enlightening. It denotes that, as examination of the instrument. Hence, the absence of the
each of the witnesses signed in the presence of the testatrix required statement in said clause may not, pursuant to the
and of one another, the testatrix signed similarly or in like decisions of the Supreme Court, be offset by proof aliunde
manner - in their presence. even if admitted without objection."cralaw virtua1aw library

2. ID.; STATUTORY CONSTRUCTION; ATTESTATION The premise of this conclusion is, in our opinion, incorrect.
CLAUSE; LIBERAL INTERPRETATION. — In consonance
with the principle of liberal interpretation, adhered to in It must be admitted that the attestation clause was very
numerous later decisions of the Supreme Court and affirmed poorly drawn, its language exceedingly ungrammatical to the
and translated into enactment in the New Civil Code (Article point of being difficult to understand; but from a close
827) the attestation clause of the will in the case at bar is examination of the whole context in relation to its purpose
sufficient and valid. the implication seems clear that the testatrix signed in the
presence of the witnesses. Considering that the witnesses’
3. ID.; SIMPLE LANGUAGE USED IN THE ATTESTATION only business at hand was to sign and attest to the testatrix’s
CLAUSE. — Precision of language in the drafting of the signing of the document, and that the only actors in the
attestation clause is desirable. However, it is not imperative proceeding were the maker and the witnesses acting and
that a parrot-like copy of the words of the statute be made. It speaking collectively and in the first person, the phrase "in
is sufficient if from the language employed it can reasonably our presence," used as it was in connection with the process
be deduced that the attestation clause fulfills what the law of signing, can not imply anything but that the testatrix
expects of it. (Ticson v. Gorostiza, 57 Phil. 437). signed before them. No other inference is possible. The
prepositional phrase "in our presence" denotes an active
4. ID.; WHEN TWO DISTINCT WILLS ARE PROBATED verb and the verb a subject. The verb could be no other than
SEPARATELY. — Two separate and distinct wills may be signed and the subject no other than the testatrix.
probated if one does not revoke the other and provided that
the statutory requirements relative to the execution of wills The use of the word "also" is no less enlightening. It denotes
have been complied, with. that, as each of the witnesses signed in the presence of the
testatrix and of one another, so the testatrix signed in similar
5. ID.; DISINHERITANCE NEED NOT BE ACCOMPLISHED or like manner — in their presence.
In consonance with the principle of liberal interpretation,
adhered to in numerous later decisions of this Court and
affirmed and translated into enactment in the new Civil Code
(Article 827), we are constrained to hold the attestation
clause under consideration sufficient and valid.

"Precision of language in the drafting of the attestation


clause is desirable. However, it is not imperative that a
parrot-like copy of the words of the statute be made. It is
sufficient if from the language employed it can reasonably be
deduced that the attestation clause fulfills what the law
expects of it." (Ticson v. Gorostiza, supra.)

"It could not have been the intention of the legislature in


providing for the essential safeguards in the execution of a
will to shackle the very right of testamentary disposition
which the law recognizes and holds sacred." (Leynes v.
Leynes, supra.)

With reference to Exhibit B the Court of Appeals agreed with


the trial court that the document having been executed one
day before Exhibit A could not be considered as a codicil
"because a codicil, as the word implies, is only an addition
to, or modification of, the will." The Court of Appeals added
that "the contents of Exhibit B are couched in the language
ordinarily used in a simple affidavit and as such, may not
have the legal effect and force of a testamentary
disposition." Furthermore, the Court of Appeals observed,
disinheritance "may not be made in any instrument other
than the will Exhibit A, as expressly provided for in article
849 of the Civil Code," and, "there being no disposition as to
the disinheritance of the oppositor, Pedro Lopez Porras (the
surviving spouse), in the said Exhibit A, it is quite clear that
he can not be disinherited in any other instrument including
Exhibit B, which is, as above stated, a simple
affidavit."cralaw virtua1aw library

Exhibit B does partake of the nature of a will. A will is defined


in article 667 of the Civil Code of Spain as "the act by which
a person disposes of all his property or a portion of it," and in
article 783 of the new Civil Code as "an act whereby a
person is permitted, with the formalities prescribed by law, to
control to a certain degree the disposition of his estate, to
take effect after his death." Exhibit B comes within this
definition.

Being of testamentary character and having been made with


all the formalities of law, Exhibit B is entitled to probate as an
independent testamentary disposition. In the absence of any
legal provision to the contrary - and there is none in this
jurisdiction — it is the general, well-established rule that two
separate and distinct wills may be probated if one does not
revoke the other (68 C. J., 885) and provided that the
statutory requirements relative to the execution of wills have
been complied with (Id. 881). As seen, Exhibit B embodies
all the requisites of will, even free of such formal or literary
imperfections as are found in Exhibit A.

It also follows that Exhibit B is a legal and effective vehicle


for excluding lawful heirs from testate or intestate
succession. Article 849 of the Civil Code of Spain does not,
as the appealed decision seems to insinuate, require that the
disinheritance should be accomplished in the same
instrument by which the maker provides for the disposition of
his or her property after his or her death. This article merely
provides that "disinheritance can be effected only by a will
(any will) in which the legal cause upon which it is based is
expressly stated."cralaw virtua1aw library

It is our judgment therefore that the instruments Exhibits A


and B should be admitted to probate, subject of course to
the right of the disinherited person under article 850 to
contest the disinheritance, and it is so ordered, with costs
against the appellee.

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