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04 CODOY v.

CALUGAY FACTS:
GR No. 123486 | 12 August 1999 | Holographic Wills - Art 811 | Uy 1. Respondents, as devisees and legatees of the alleged holographic will of the
Petitioner: deceased Matilde Seño Vda. de Ramonal, filed a petition for probate of the
Respondents: holographic will of the deceased.
2. They claimed that the deceased Matilde Seño Vda. de Ramonal, was of sound
Recit-Ready: and disposing mind when she executed the will on 1978, that there was no fraud,
Respondents, being the devisees and legatees of the holographic will of the undue influence, and duress employed in the person of the testator, and the will
deceased Matilde Seño Vda. De Ramonal, filed a petition for probate of the said was written voluntarily.
holographic will. On the other hand, petitioners filed an opposition thereto, 3. Petitioners Eugenia and Manuel Ramonal (legally adopted children of the
alleging that the holographic will was a forgery and that the same was even deceased) filed an opposition to the petition. They alleged that:
illegible which gives an impression that a "third hand" of an interested party other a. the holographic will was a forgery and that the same is even illegible. This gives
than the true hand of Matilde Seno Vda. De Ramonal executed the holographic an impression that a "third hand" of an interested party other than the "true hand"
will. At the hearing, respondents presented six ordinary witnesses and various of Matilde Seño Vda. de Ramonal executed the holographic will.
documentary evidence. Petitioners, instead of presenting their evidence, filed a b. the repeated dates incorporated or appearing on the will after every disposition
demurrer to evidence which the trial court granted. Respondents appealed, and in is out of the ordinary.
support thereof, they once again reiterated the testimony of their ordinary c. If the deceased was the one who executed the will, and was not forced, the dates
witnesses who testified as to the similarity, authenticity genuiness of the and the signature should appear at the bottom after the dispositions, as regularly
signature of the deceased in the holographic will. The CA rendered a decision done and not after every disposition.
which ruled that the appeal was meritorious and that the requirement under Art. d. assuming that the holographic will is in the handwriting of the deceased, it was
811 is merely directory and not mandatory. The issue is W/N the provisions of procured by undue and improper pressure and influence on the part of the
Article 811 of the Civil Code are permissive or mandatory → MANDATORY. The beneficiaries, or through fraud and trickery.
Court ruled that from a visual examination of the holographic will the strokes are 4. Respondents presented 6 witnesses and various documentary evidence.
different when compared with other documents written by the testator. The Petitioners instead of presenting their evidence, filed a demurrer to evidence,
signature of the testator in some of the disposition was not readable. There were claiming that respondents failed to establish sufficient factual and legal basis
uneven strokes, retracing and erasures on the will. Comparing the signature in the for the probate of the holographic will.
holographic will and the signatures in several documents such as the application 5. RTC: Denied the probate for insufficiency of evidence and lack of merits.
letter for pasture permit dated December 30, 1980, and a letter dated June 16, Respondents filed a notice of appeal and reiterated the testimony of the
1978, the strokes were different. In the letters, there were continuous flows of the following witnesses, namely:
strokes, evidencing that there was no hesitation in writing unlike that of the a. Augusto Neri - Clerk of Court of CFIof Misamis Oriental, where the special
holographic will. The Court, therefore, ruled that it cannot be certain that the proceedings for the probate of the holographic will of the deceased was filed. He
holographic will was in the handwriting of the deceased. produced and identified the records of the case.
b. Generosa Senon - election registrar of CDO. presented to produce and identify
Doctrine: the voter's affidavit of the decedent which was not produced for the same was
already destroyed and no longer available.
c. Matilde Ramonal Binanay - deceased was her aunt, and lived with her for 11
ART. 811. In  the probate of a holographic will, it shall be necessary that at least
years; developed a close association with the deceased and acquired familiarity
one witness who knows the handwriting and signature of the testator explicitly
with her signature and handwriting of the deceased.
declare that the will and the signature are in the handwriting of the testator.
d. Teresita Vedad - she processed the application of the deceased for pasture
permit and was familiar with the signature of the deceased, since the deceased
Article 811 of the Civil Code is mandatory. The word "shall" connotes a mandatory
signed documents in her presence, when the latter was applying for pasture
order. We have ruled that "shall" in a statute commonly denotes an imperative
permit.
obligation and is inconsistent with the idea of discretion and that the presumption
e. Fiscal Rodolfo Waga - he was a practicing lawyer, and handled all the pleadings
is that the word "shall," when used in a statute is mandatory."
and documents signed by the deceased in connection with the intestate
proceedings of her late husband, as a result of which he is familiar with the
handwriting of the latter. However, he stated that he was unsure if the was because she lived with her since birth. She never declared that she saw the
handwriting in the will is that of the deceased. deceased write a note or sign a document.
f. Evangeline Calugay - she had lived with the deceased since birth, and was in fact
adopted by the latter. That after a long period of time she became familiar with The will was found not in the personal belongings of the deceased but with one of
the signature of the deceased. the respondents, who kept it even before the death of the deceased. In the testimony
6. CA: of Ms. Binanay, she revealed that the will was in her possession as early as 1985, or
a. the requirement under Art. 811 is merely directory and not mandatory. five years before the death of the deceased.
b. Evangeline Calugay, Matilde Ramonal Binanay and other witnesses definitely and
in no uncertain terms testified that the handwriting and signature in the There was no opportunity for an expert to compare the signature and the
holographic will were those of the testator herself. handwriting of the deceased with other documents signed and executed by her
c. Thus, upon the unrebutted testimony of appellant Evangeline Calugay and during her lifetime. The only chance at comparison was during the cross-
witness Matilde Ramonal Binanay, the authenticity of the holographic will and examination of Ms. Binanay when the lawyer of petitioners asked Ms. Binanay to
the handwriting and signature therein is sustained and allowed the will to compare the documents which contained the signature of the deceased with that of
probate. the holographic will and she is not a handwriting expert. Even the former lawyer of
the deceased expressed doubts as to the authenticity of the signature in the
ISSUE: holographic will.
W/N the provisions ofArticle 811 of the Civil Code are permissive or mandatory →
MANDATORY. A visual examination of the holographic will convince us that the strokes are
different when compared with other documents written by the testator.
RATIO:
ART. 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.

Article 811 of the Civil Code is mandatory. The word "shall" connotes a mandatory
order. We have ruled that "shall" in a statute commonly denotes an imperative
obligation and is inconsistent with the idea of discretion and that the presumption is
that the word "shall," when used in a statute is mandatory."

It must be noted that not all the witnesses presented by the respondents testified
explicitly that they were familiar with the handwriting of the testator. In the case of
Augusto Neri, clerk of court, Court of First Instance, Misamis Oriental, he merely
identified the record of Special Proceedings No. 427 before said court. He was not
presented to declare explicitly that the signature appearing in the holographic was
that of the deceased.

Generosa E. Senon, the election registrar of Cagayan de Oro City, was presented to
identify the signature of the deceased in the voters' affidavit, which was not even
produced as it was no longer available.

In her testimony it was also evident that Ms. Binanay kept the fact about the will
from petitioners, the legally adopted children of the deceased. Such actions put in
issue her motive of keeping the will a secret to petitioners and revealing it only after
the death of Matilde Seño Vda. de Ramonal. Moreover, the only reason that
Evangeline can give as to why she was familiar with the handwriting of the deceased

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