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Codicils| Revocation, Republication, Revival of Wills | Allowance and Disallowance Vice Dean Castillo-Taleon
SUBSECTION 5. — CODICILS AND Art. 826. In order that a codicil may be effective, it shall
INCORPORATION BY REFERENCE be executed as in the case of a will.
“Codicil” is derived from the Latin “codex” and literally A notarial will may be revoked by either a notarial or
means a little code or a little will (although, of course, holographic codicil; similarly, a holographic will may be
physically it may be larger or longer than a will). revoked by a holographic or notarial codicil.
Time When Codicil is Made If a codicil is not executed with the formalities of a will
A codicil, since it refers to a will, cannot be made before (Art 805 and 806), said codicil is void
a will; it is ALWAYS MADE AFTER
A valid will can never be revoked, expressly or
Rule in Case of Conflict Between Will and Codicil impliedly, by an invalid codicil.
In case of conflict between a will and a CODICIL, it is
understood that the latter should prevail, it being the Art. 827. If a will, executed as required by this Code,
later expression of the testator’s wishes. incorporates into itself by reference any document or
paper, such document or paper shall not be considered
At first codicils were writings actually attached to the a part of the will unless the following requisites are
will, but this is no longer necessary; when they are present:
separate documents, the codicil referring to and (1) The document or paper referred to in the will must be
ratifying the will may be said to incorporate the will by in existence at the time of the execution of the will;
reference, or to republish the will. (2) The will must clearly describe and identify the same,
stating among other things the number of pages
In order to operate as a republication of the will, it is thereof;
sufficient if the codicil refers to the will in such a way as (3) It must be identified by clear and satisfactory proof
to leave no doubt as to the identity of that instrument. as the document or paper referred to therein; and
(4) It must be signed by the testator and the witnesses
A reference to the will in the codicil constitutes a
on each and every page, except in case of voluminous
sufficient identification of the will.
books of account or inventories.
CODICIIL SUBSEQUENT WILL
both are made after and presuppose a prior will Incorporation by Reference
being the latest expressions of the testator’s = It is the incorporation of an extrinsic document or
desires, they take precedence over the prior will, paper into a will by reference therein so as to
where their provisions are inconsistent with those become a part thereof and probated as such
in the latter.
DOCTRINE: a will, duly executed and witnessed
forms part of the original
a new or separate will according to statutory requirements, may incorporate
will
into itself by an appropriate reference a written paper
supplements the makes dispositions or document which is in existence at the time of the
original will, explaining, without reference to and execution of the will, irrespective of whether such
adding to, or altering independent of the document is one executed by the testator or a third
any of its dispositions original will person, whether it is in and of itself a valid instrument,
if it provides for a full provided the document referred to is identified by clear
disposition of the and satisfactory proof. So incorporated, the extrinsic
testator’s estate paper takes effect as part of the will and is admitted
(although inconsistent to probate as such.
does not, as a rule,
merely in part with the
revoke entirely the prior
prior will) may revoke The purpose of the Article is to provide for those cases
will
the whole prior will by when a testator wishes to incorporate to his will only by
substituting a new and reference (i.e., without copying the whole thing) certain
last disposition for the documents or papers, especially inventories and books
same of accounts.
a will and a codicil
thereto, being regarded a prior will and a Said documents or inventories, when referred to in a
as a single instrument subsequent will, being 2 notarial will, do not need any attestation clause,
(except where a separate wills, may be because the attestation clause of the will itself is
manifest intention construed sufficient.
requires otherwise), are independently of each
to be construed other General Rule: An instrument w/c is not executed in
together accordance w/ the formalities of a will shall not be
admitted to probate.
The overt act of BURNING • Either of the two revokes a will, totally or partially.
• It is sufficient even if a small part of the instrument o This is what differentiates
itself be burned even though the entire writing itself cancellation/obliteration from revocation
be left untouched. effected by burning or tearing. In the
• To constitute revocation by burning, it would seem latter, the revocation is always total, while
that there must be at least a burning of a part of in the former, the revocation is total if it is
the paper on which the will is written, although a directed against an essential part of the
very slight burn will suffice. Otherwise, there is no will and partial if it is directed against a
revocation. nonessential part of the will.
• If thrown into the fire with intent to revoke, and it • If all parts are cancelled or obliterated, or if the
was burned in three places without scorching the signature is cancelled or obliterated, the whole will
writing, there is already a revocation even if, is revoked, the reason in the case of the signature
unknown to the testator, somebody was able to being that the act strikes at the existence of the
snatch it from the fire and thus saved it whole instrument
• If a will is burned accidentally, there is no • Cancellation of the signature of witnesses to a
revocation in view of the lack of intention. holographic will leaves the will valid, since no
• If the envelope containing a will is burned, but the witnesses are after all required.
will itself is untouched, there is NO revocation • Cancellation or obliteration of non-vital part leaves
even if there be intent to revoke the other parts in force.
• It is clear that the physical act of destruction of a
will, like burning in this case, does not per se Q: T made a will which was later discovered same to
constitute an effective revocation, unless the be missing. He then informed his relatives he would
destruction is coupled with animus revocandi on make another will. But he never did so. On his death,
the part of the testator. It is not imperative that the the missing will was found. Can it be considered
physical destruction be done by the testator revoked?
himself. It may be performed by another person
but under the express direction and in the A: No, because actually there has not been any of the
presence of the testator. Of course, it goes without overt acts mentioned under the law. And even if the will
saying that the document destroyed must be the was never found, still parol evidence may be
will itself [Maloto, et al. v. CA, et al.; L-76464, Feb. introduced to prove its contents, for we may presume
29, 1988] here that the destruction, if indeed there was any, was
not authorized
The overt act of TEARING
• Even a slight tear is sufficient.
• Of course, the greater the degree of tearing the
greater is the evidence of animo revocandi.
• “Tearing” includes “cutting.’’ A clause may be
revoked by “cutting” same from the will
• A will may be revoked by a subsequent will or Q: Can we consider will No. (1) as having been
codicil, either notarial or holographic. revoked, or should it still be given effect?
• It is essential however, that the revoking will be
itself a valid will (validly executed as to form), A.: In one case, if was held that while it is true that
otherwise there is no revocation. revocation was not produced by the execution of an
• The revocation made in the subsequent will must invalid will, revocation was made thru an overt act —
indeed be a definite one. A mere declaration that the act of tearing or destruction — with animo
SUBSECTION 7. — REPUBLICATION AND Q: Can a will, invalid because of fraud or force or undue
REVIVAL OF WILLS influence or because the testator was under 18 or was
Art. 835. The testator cannot republish, without insane, be republished by mere reference in a codicil?
reproducing in a subsequent will, the dispositions
contained in a previous one which is void as to its form. A: It is submitted that the answer is yes, because this
is not a case when the will is void as to its FORM. (Form
‘Republication’ Defined — in this Article, it is believed, refers to such things as
= It is the process of re-establishing a will, which has those covered by Art. 805, et seq., like defect in the
become useless because it was void, or had been number of witnesses, lack of or fatal defect in the
revoked. attestation, lack of acknowledgment, etc.). But not to
= an act of the testator whereby he reproduces in a vitiated consent or to lack of testamentary capacity,
subsequent will the dispositions contained in a although of course these are included in the phrase
previous will which is void as to its form or “extrinsic validity,” as distinguished from “intrinsic
executes a codicil to his will validity.’’
EXPRESS REPUBLICATION/ REPUBLICATION BY Art. 837. If after making a will, the testator makes a
RE-EXECUTION: it is express if the testator second will expressly revoking the first, the revocation
reproduces in a subsequent will the dispositions of the second will does not revive the first will, which
contained in a previous one which is void as to its form. can be revived only by another will or codicil.
→ This is the republication which is referred to in
Art. 835 of the Code. Its purpose is to cure the Revival of revoked will by Republication
will of its formal defects. Revival is the restoration to validity of a previously
revoked will by operation of law
IMPLIED OR CONSTRUCTIVE REPUBLICATION/
REPUBLICATION BY REFERENCE: It is constructive ART 837 CONTEMPLATES THIS SITUATION:
if the testator for some reason or another executes a
codicil to his will.
he makes
→ This is the republication which is referred to in anothe will
he makes a
testator makes third will w/c
Art. 836 of the Code. a will
EXPRESSLY
revokes the
revoking the
second
first
How Made
Republication may be made by:
(1) re-execution of the original will (the original The rule laid down by the provision is that: THE
provisions are COPIED) REVOCATION OF THE SECOND WILL DOES NOT
(2) execution of a codicil (also known as implied REVIVE THE FIRST. The revival must be made by
republication). the execution of another will or a codicil. In other
words, BY REPUBLICATION, either expressly or
Art. 836. The execution of a codicil referring to a impliedly.
previous will has the effect of republishing the will as
modified by the codicil. he makes anothe
he makes a
will IMPLIEDLY
testator third will w/c
(by inconsitent
Requisites and Limitations of Republication makes a will revokes the
provisions)
second
To republish a will void as to its FORM, all the revoking the first
dispositions must be reproduced or copied in the new
or subsequent will.
If the revocation of the first will by the second will was
To republish a will valid as to its form but already only implied, that is, by reason of inconsistent
provisions, the FIRST WILL WOULD BE REVIVED BY
revoked, the execution of a codicil which makes
OPERATION OF LAW by the revocation of the second
reference to the revoked will is sufficient.
will by the third will. This is implied from the doctrine of
→ Here, mere reference is enough: there is no
dependent relative revocation that it will be presumed
necessity of reproducing all the previous
that the TESTATOR PREFERRED THE FIRST WILL
dispositions
TO BE OPERATIVE.
→ Of course, in this case there would be nothing
wrong with a RE-EXECUTION
It seems that under our law, the only way by which a
Effects of Republication by Virtue of a Codicil previously revoked will may be revived is through
another will or codicil.
• The codicil revives the previous will.
Aside from republication and revival, there is no other The proceeding by which this is accomplished is
way of restoring effectiveness. Thus, it has been held considered to be in the nature of a proceeding in rem,
that piecing together a torn and revoked will cannot and upon this idea the decree of probate is held binding
restore its effectiveness on all persons in interest, whether they appear to
contest the probate or not.
SUBSECTION 8. — ALLOWANCE AND
DISALLOWANCE OF WILLS (PROBATE) Notice of the time and place of hearing is required to
be published (Sec. 3, Rule 76 in relation to Sec. 3, Rule
Art. 838. No will shall pass either real or personal 79, Rules of Court). The publication of the notice of the
property unless it is proved and allowed in accordance proceedings is constructive notice to the whole world.
with the Rules of Court. The testator himself may, during
his lifetime, petition the court having jurisdiction for the The proceeding is not a contentious litigations, and,
allowance of his will. In such case, the pertinent although the persons in interest are given an
provisions of the Rules of Court for the allowance of opportunity to appear and reasonable precautions are
wills after the testator’s death shall govern. taken for publicity, they are not impleaded or required
to answer.
The Supreme Court shall formulate such additional
A final judgment on probated will, albeit erroneous, is
Rules of Court as may be necessary for the allowance of
binding on the whole world.
wills on petition of the testator.
Two Kinds of Probate
Subject to the right of appeal, the allowance of the will, (a) Probate during the TESTATOR’S LIFETIME
either during the lifetime of the testator or after his → this does not prevent the testator from
death, shall be conclusive as to its due execution. revoking his probated will or from making
another one
(b) Probate after the TESTATOR’S DEATH.
Salient Points in Procedures of the Post-Mortem The necessary witnesses must be produced if
Probate available, and their absence must be satisfactorily
I. The probate proper (this deals with explained.
EXTRINSIC VALIDITY)\
II. The inquiry into INTRINSIC VALIDITY and Even if an attesting witness does not remember
the DISTRIBUTION itself of the property. attesting (Rule 76, Sec. 11) or even if he testifies or all
the witnesses testify against the validity and due
At any time after the testator dies, the will may be execution of the will, there is still a chance for the court
presented for probate by any executor, devisee, to allow the will, if it believes that all the legal
legatee, or interested person. (Rule 76, Sec. 1, Rules requirements have been complied with.
of Court). The court can motu proprio set the time and
place for proving the will delivered to it. A lost or destroyed notarial will, destroyed without
→ This is true whether or not the petitioner animo revocandi, may still be probated as long as it is
(proponent) has the will in his possession, or clearly proved that once upon a time, a will had been
it is in somebody else’s possession, or has validly executed, that the will had been lost or
been lost or destroyed, as long as there was destroyed without animo revocandi. Two credible
no animo revocandi. witnesses must then testify as to its contents.
→ These things must still be proved by the
An expressly revoked will is of course not admissible to proponent even if there is NO opposition to
probate. (Trillana v. Crisostomo, L-3378, Aug. 22, the probate of the lost or destroyed will.
1951). However, a revoked will may of course be
admitted to probate, if the subsequent will that had It is well-settled that for a person to be able to intervene
allegedly revoked it is proved to be void and is in an administration proceeding, it is necessary for him
therefore disallowed. to BE INTERESTED IN THE ESTATE TO BE
Even if a will has already been probated, if later on a ADMINISTERED.
subsequent will is discovered, the latter may still be → An interested party has been defined as one
presented for a probate. (Arancillo v. Peñaflorida, who would be benefited by the estate, such as
C.A.,54 O.G. 2914). an heir, or one who has a certain claim
against the estate, such as a creditor. Thus,
Even if the discovered will had been made earlier than the one who has or can have no interest in
probated will, it can still be probated as long as the two succeeding a decedent cannot oppose the
wills can be reconciled, or if there are portions in the probate of his alleged will.
first which have not been revoked in the
second. Effect of Probate Proper (EXTRINSIC VALIDITY)/
Effect of Allowance of Will
The PETITION FOR PROBATE must among other A judgment or decree of a court with jurisdiction of a
things state: proceeding to probate a will, which admits the will to
(1) The fact that the testator is dead, and the place probate, is conclusive of the validity of the will; it is not
and time of said death; subject to collateral attack, but stands as final, if not
(2) The fact that the deceased left a will, copy of which modified, set aside, or revoked by a direct proceeding,
has to be attached to the petition; or reversed on appeal to a higher court.
(3) The fact that the will was executed in accordance
with legal requirements; This is clear from the provision of the fourth paragraph
(4) Names, ages, addresses of the executor and all of Art. 838 of the New Civil Code, a provision which is
interested parties or heirs; also found in Sec. 1 of Rule 75 of the New Rules of
(5) The probable value and character of the property Court. Since a proceeding for the probate of a will is
of the estate; essentially one in rem which determines the status of
(6) The name of the individual whose appointment as the decedent’s estate as testate or intestate, the
executor is being asked for; judgment rendered by a court having jurisdiction is
(7) If the will has not been delivered to the court, the conclusive on the whole world, irrespective of who
name of the person who is supposed to have the appeared as parties of record in the proceeding.
will in his custody
As long as there has been FINAL JUDGMENT by a
The issue in the probate of a will is restricted to that court of COMPETENT JURISDICTION, and the period
kind of validity of the will which for example determines: for filing a petition for relief (Rule 38, Secs. 2 and 3,
(1) whether or not the testator was possessed of Rules of Court) has expired without such petition
a sound mind, having been submitted, the PROBATE PROPER (or
(2) whether or not he freely executed the will, and allowance) of the will is binding upon the WHOLE
(3) whether or not the will had been executed in WORLD (being a proceeding in rem) insofar as
accordance with legal formalities. TESTAMENTARY CAPACITY (at least 18; sound
(Pastor v. Court of Appeals, GR 56340, June 24, 1983) mind) and DUE EXECUTION (including all formalities
In no case is the judgment conclusive on matters such To determine appellate jurisdiction of the Supreme
as ownership of property Court or of the Intermediate Appellate Court, as the
→ The proceeding for distribution of the case may be, the amount or value involved or in
properties is NOT in rem, and cannot affect controversy is that of the entire estate
those who were not PERSONALLY served
with summons The final judgment on a probate may be set aside by a
petition for relief brought within the legal period. Under
When allowance may be set aside Rule 38, Sec. 1 of the Rules of Court, when a judgment
Since a proceeding for the probate of a will is or order is entered against a party in the Court of First
essentially one in rem, a judgment allowing a will shall Instance (now Regional Trial Court) thru FAME (fraud,
be conclusive as to its due execution. Consequently, accident, mistake, or excusable negligence), he may
no question of the validity or invalidity of the will could file a petition in the same court and in the same cause,
be thereafter raised, except asking that the judgment, order, or proceeds be set
(1) by means of an appeal, or aside.
(2) by means of a petition for relief from the judgment
by reason of fraud, accident, mistake, or PERIODS — the petition has to be filed:
excusable negligence, or (1) within sixty (60) days after the petitioner learns of
(3) by means of a petition to set aside the judgment the judgment or order to be set aside;
by reason of lack of jurisdiction or lack of (2) and within six (6) months after such order or
procedural due process, or judgment was entered. Should the period lapse,
(4) by means of an action to annul and judgment by the judgment now really becomes FINALLY
reason of extrinsic or collateral fraud. FINAL.
Distribution is defined as the division, by order of the Q: In the settlement of estates, what are usually done?
court having authority, among those entitled thereto, of A:
the estate of a person, after the payment of debts and (1) First, proof of testamentary capacity and due
charges. execution are presented, and the court then issues
an order allowing or disallowing the will.
Q: To be conclusive, the probate must have been (2) After this is done, the distribution of the estate may
conducted by a competent court with full jurisdiction. be done, after all questions on intrinsic validity are
What is that court? disposed of.
A: The Regional Trial Court of the province —
1) where he has real estate (in case of NON The first part is really different from the second part.
RESIDENT testator). The first is concerned only with testamentary capacity
2) where he resided at the time of his death (in case of and due execution. Other matters are generally
a RESIDENT testator). irrelevant. After the probate order is made, same may
[NOTE, however, that all Courts of First Instance (now be appealed within the proper period.
RTC) have jurisdiction.
General Rule: A probate court has no jurisdiction to
The residence or domicile of the testator affects only decide questions of ownership.
the VENUE, but NOT the JURISDICTION of the Court.
The rule grants jurisdiction to the Court where Exceptions:
jurisdiction is first INVOKED, without taking VENUE (1) as when the parties voluntarily submit this matter
into account. to the court; or
(2) as when provisionally, the ownership is passed
Moreover, it is essential that: upon to determine whether or not the property
(1) it be proved before the court that he died after involved is part of the estate.
having executed a will (in case of post mortem
probate) Requirements Before Distribution of Properties
(2) and that the will has already been delivered to the (1) First, there must be a decree of partition allocating
Court property to each heir.
Any other court’s decree cannot have the res judicata (2) Then, payment of the estate tax is required.
effect of a probate, except of course that of the (3) Finally, the distributive shares may be delivered.
Appellate Court affirming the judgment of the proper
court. Termination of Probate Proceedings
Probate proceedings are considered terminated upon
the approval by the probate court of the project of
There is violence when in order to compel the testator The Ground of Mistake or Lack of Testamentary
to execute the will, serious or irresistible force is Intent Insofar as the Document Is Concerned
employed If the testator acted by mistake or did not intend that
the instrument he signed should be his will at the time
There is intimidation when the testator is compelled of affixing his signature thereto.
by a reasonable and well-grounded fear of an imminent
and grave evil upon his person or property, or upon the Example: A man signed a document not believing it to
person or property of his spouse, descendants or be a will. This mistake is a ground for disallowance.
ascendants, to execute the will
In American jurisdiction, it is well-settled that mistake
The Ground of Undue and Improper Pressure and which will invalidate a will is a mistake as to the identity
Influence or character of the instrument which he signed, as well
There is undue influence when a person takes as a mistake as to the contents of the will itself. These
improper advantage of his power over the will of mistakes are generally known as mistakes in the
another, depriving the latter of a reasonable freedom of execution. Hence, a will should not be denied probate
choice. merely because the testator was mistaken in his
appreciation of the effect of the language thereof.
It connotes the idea of coercion by virtue of which the
judgment of the testator is displaced, and he is induced
to do that which he otherwise would not have done.