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WILLS SUCCESSION CASE DIGESTS (ARTS.

783-795)

1. !MONTINOLA v HERBOSA CA REP 2ND the controlling factor and may override any defect in
377 CAPISTRANO; form.

1963 NATURE Appeal from a judgment of the 2. CASTAÑEDA v. ALEMANY


CFI Manila GR No.1439, March 19, 1904
3 PHIL 426
FACTS: Montinola filed this action against the heirs of
Jose Rizal for the recovery of possession of personal FACTS: Appellant constested the validity of the will of
Doña Juana Moreno upon the ground that although
property (the RIZAL RELICS) allegedly sold to him by
the attestation clause in the will states that the
Dona Trinidad Rizal. The trial court held that neither testator signed the will in the presence of three
party is entitled to possession of property, relying witnesses who also each signed in each presence, the
principally on the fact that in Rizal’s MI ULTIMO will was not actually written by the testator.
ADIOS, there was a stanza where Rizal allegedly
bequeathed all his property to the Filipino people: ISSUE: Is it necessary that a will be written by the
testator herself?
“Sintang Pilipinas, lupa kong hinirang…Huling paalam
ko’t sayo’y iiwan. Ang lahat at madlang iniwan sa
HELD: No. Section 618 of the Civil Code requires (1)
buhay.” The handwritten work of Rizal to the mind of that the will be in writing and (2) either that the
the trial court constitutes a holographic will giving to testator sign it himself or, if he does not sign it, that it
the State all his property. (The Court also relied on be signed by someone in his presence and by his
the enforceability of Spanish judgment convicting express direction. Who does the mechanical work of
Rizal and adjudging in favor of the state P100,000 as writing the will is a matter of indifference. The fact,
therefore, that in this case the will was typewritten in
indemnity as another basis for holding that it is the
the office of the lawyer for the testratrix is of no
State that had superior lien over Rizal’s property but consequence.
for our purposes, only the issue of succession is
herein discussed) The mechanical act of drafting the will can be left to a
third person. What is important is the testator signs
ISSUE: WON Rizal’s MI ULTIMU ADIOS which was the will or he let another person to sign but under his
handwritten by Rizal is a holographic will, which direction.
bequeaths to the State all his property (the Rizal Art 785. The duration or efficacy of the designation
of the heirs, devisees or legatees, or the
relics).
determination of the portions which they are to take,
when referred to by name, cannot be left to the
HELD - An instrument which merely expresses a last
discretion of a third person.
wish as a thought or advice but does not contain a
disposition of property and was not executed with
ANIMUS TESTANDI cannot be legally considered a 3. JOHNNY S. RABADILLA, petitioner, vs.
will. - Rizal’s MI ULTIMO ADIOS is a literary piece of COURT OF APPEALS AND MARIA MARLENA
work and was so intended. It may be considered a COSCOLUELLA Y BELLEZA VILLACARLOS,
will in a grammatical sense, but not in a legal or respondents.
[G.R. No. 113725. June 29, 2000]
juridical sense. Assuming arguendo that the
concerned 13th stanza in the said writing was a FACTS: In a Codicil appended to the Last Will and
holographic will, the fact remains that it is still Testament of testatrix Aleja Belleza, Dr. Jorge
worthless for noncompliance with the mandatory Rabadilla, (predecessor-in-interest of Johnny S.
provisions of the Spanish Civil Code. - Art 688 Rabadilla) was instituted as a devisee of 511, 855
requires that it be drawn on stamped paper square meters of that parcel of land surveyed as Lot
corresponding to the year of its execution, written in No. 1392 of the Bacolod Cadastre. The said Codicil
was duly probated and admitted. The relevant
its entirety by the testator and signed by him and
provision of the said Codicil which is put to issue is:
must contain a statement of the year, month and day SIXTH
of execution. Art. 689 requires that holographic wills I command, in this my addition (Codicil) that the Lot
be protocoled and shall be presented for this purpose No. 1392, in the event that the one to whom I have
to the judge of first instance of the last domicile of left and bequeathed, and his heir shall later sell,
the testator or to the one of the place where he died lease, mortgage this said Lot, the buyer, lessee,
within 5 years from the day of the testator’s death. mortgagee, shall have also the obligation to respect
Without these requisites, the holographic will shall not and deliver yearly ONE HUNDRED (100) piculs of
be valid. last page, all this, in the presence of the sugar to Maria Marlina Coscolluela y Belleza, on each
three attesting witnesses after telling that it was his month of December, SEVENTY FIVE (75) piculs of
last will and that the said three witnesses signed their Export and TWENTY FIVE (25) piculs of Domestic,
names on the last page after the attestation clause in until Maria Marlina shall die, lastly should the buyer,
his presence and in the presence of each other. The lessee or the mortgagee of this lot, not have
oppositors did not submit any evidence. - The trial respected my command in this my addition (Codicil),
court found said will to be a holographic will. Maria Marlina Coscolluela y Belleza, shall immediately
Although at the time it was executed and at the time seize this Lot No. 1392 from my heir and the latter's
of the testator's death, holographic wills were not heirs, and shall turn it over to my near desendants,
permitted by law , the trial court still admitted to (sic) and the latter shall then have the obligation to
probate the Last Will and Testament of Father Sancho give the ONE HUNDRED (100) piculs of sugar until
Abadia. The TC did so because at the time of the Maria Marlina shall die. I further command in this my
hearing and when the case was to be decided the addition (Codicil) that my heir and his heirs of this Lot
new Civil Code was already in force, which permitted No. 1392, that they will obey and follow that should
the execution of holographic wills. According to the they decide to sell, lease, mortgage, they cannot
trial court, to carry out the intention of the testator is
WILLS SUCCESSION CASE DIGESTS (ARTS. 783-795)

negotiate with others than my near descendants and FACTS: During the settlement of the intestate estate
my sister. of Segundo Seangio, Dy Yieng, Barbara and Virginia,
all surnamed Seangio, opposed the petition. Their
Pursuant to the same Codicil, the lot in dispute was main contention was that Segundo left a holographic
transferred to Dr. Jorge Rabanilla (deceased) who will, dated September 20, 1995, disinheriting one of
was survived by his wife Rufina and children,Johnny, the private respondents, Alfredo Seangio, for cause.
Aurora, Ofelia and Zenaida. They contend that when it is shown that the
deceased has a will, intestate proceedings should be
On August 21, 1989, Maria Marlena Coscolluela y suspended. Alberto Seangio and Alfredo moved for
Belleza Villacarlos brought a complaint against the the dismissal of the probate proceedings primarily on
heirs of Dr. Jorge Rabadilla, to enforce the provisions the ground that the document purporting to be the
of subject Codicil. The plaintiff then prayed that holographic will of Segundo does not contain any
judgment be rendered ordering defendant-heirs to disposition of the estate of the deceased and thus
reconvey/return-Lot No. 1392 to the surviving heirs of does not meet the definition of a will under Article
the late Aleja Belleza, the cancellation of TCT in the 783 of the Civil Code. According to them, the will only
name of the deceased, Dr. Jorge Rabadilla, and the shows an alleged act of disinheritance by the
issuance of a new certificate of title in the names of decedent of his eldest son, Alfredo, and nothing else;
the surviving heirs of the late Aleja Belleza. that all other compulsory heirs were not named nor
On November 15, 1998, an amicable settlement was instituted as heir, devisee or legatee, hence, there is
entered into a Memorandum of Agreement on the preterition which would result to intestacy.
obligation to deliver one hundred piculs of sugar to
Maria. However, there was no compliance with the Issue 1: Was there a valid disinheritance? Yes. Article
aforesaid Memorandum of Agreement except for a 919. The following shall be sufficient causes for the
partial delivery of 50.80 piculs of sugar corresponding disinheritance of children and descendants, legitimate
to sugar crop year 1988 -1989. as well as illegitimate:
(1) When a child or descendant has been found guilty
ISSUE: Whether or not the rights and obligations of of an attempt against the life of the testator, his or
Dr. Jorge Rabadilla were transferred/transmitted to her spouse, descendants, or ascendants;
his heirs upon his death. (2) When a child or descendant has accused the
testator of a crime for which the law prescribes
HELD: YES. It is a general rule under the law on imprisonment for six years or more, if the accusation
succession that successional rights are has been found groundless;
transmitted from the moment of death of the (3) When a child or descendant has been convicted of
decedent and compulsory heirs are called to adultery or concubinage with the spouse of the
succeed by operation of law. The legitimate testator;
children and descendants, in relation to their (4) When a child or descendant by fraud, violence,
legitimate parents, and the widow or widower, intimidation, or undue influence causes the testator to
are compulsory heirs. Thus, the petitioner, his make a will or to change one already made;
mother and sisters, as compulsory heirs of the (5) A refusal without justifiable cause to support the
instituted heir, Dr. Jorge Rabadilla, succeeded the parents or ascendant who disinherit such child or
latter by operation of law, without need of further descendant;
proceedings, and the successional rights were (6) Maltreatment of the testator by word or deed, by
transmitted to them from the moment of death of the the child or descendant
decedent, Dr. Jorge Rabadilla. (7) When a child or descendant leads a dishonorable
Under Article 776 of the New Civil Code, or disgraceful life;
inheritance includes all the property, rights and (8) Conviction of a crime which carries with it the
obligations of a person, not extinguished by his penalty of civil interdiction.
death. Conformably, whatever rights Dr. Jorge
Rabadilla had by virtue of subject Codicil were The holographic will of Segundo explicitly says in
transmitted to his forced heirs, at the time of his detail the reason why Alfredo was disinherited:
death. And since obligations not extinguished by
death also form part of the estate of the decedent; “Ako si Segundo Seangio Filipino may asawa
corollarily, the obligations imposed by the Codicil on naninirahan sa 465-A Flores St., Ermita, Manila at
the deceased Dr. Jorge Rabadilla, were likewise nagtatalay ng maiwanag na pag-iisip at disposisyon
transmitted to his compulsory heirs upon his death. ay tahasan at hayagang inaalisan ko ng lahat at
In the said Codicil, testatrix Aleja Belleza devised Lot anumang mana ang paganay kong anak na si Alfredo
No. 1392 to Dr. Jorge Rabadilla, subject to the Seangio dahil siya ay nagging lapastangan sa akin at
isan beses siya ng sasalita ng masama harapan ko at
condition that the usufruct thereof would be delivered
mga kapatid niya na si Virginia Seangio labis kong
to the herein private respondent every year. Upon the kinasama ng loob ko at sasabe rin ni Alfredo sa akin
death of Dr. Jorge Rabadilla, his compulsory heirs na ako nasa ibabaw gayon gunit daratin ang araw na
succeeded to his rights and title over the said ako nasa ilalim siya at siya nasa ibabaw. Labis kong
property, and they also assumed his (decedent's) ikinasama ng loob ko ang gamit ni Alfredo ng akin
obligation to deliver the fruits of the lot involved to pagalan para makapagutang na kuarta siya at kanya
asawa na si Merna de los Reyes sa China Bangking
herein private respondent. Such obligation of the
Corporation na millon pesos at hindi ng babayad at
instituted heir reciprocally corresponds to the right of
hindi ng babayad ito ay nagdulot sa aking ng
private respondent over the usufruct, the fulfillment malaking kahihiya sa mga may-ari at stockholders ng
or performance of which is now being demanded by China Banking. At ikinagalit ko pa rin ang pagkuha ni
the latter through the institution of the case at bar. Alfredo at ng kanyang asawa na mga customer ng
Therefore, private respondent has a cause of action Travel Center of the Philippines na pinagasiwaan ko
against petitioner and the trial court erred in at ng anak ko si Virginia. Dito ako nagalit din kaya
gayon ayoko na bilanin si Alfredo ng anak ko at
dismissing the complaint below.
hayanan kong inaalisan ng lahat at anoman mana na
si Alfredo at si Alfredo Seangio ay hindi ko siya anak
4. Seangio vs. Reyes
at hindi siya makoha mana.
G.R. Nos. 140371-72 November 27, 2006
Issue 2: Were the formal requisites of a holographic
will present?
WILLS SUCCESSION CASE DIGESTS (ARTS. 783-795)

Yes. Segundo’s document, although it may initially survivorship agreement executed with his late wife
come across as a mere disinheritance instrument, and the bank.
conforms to the formalities of a holographic will
prescribed by law. It is written, dated and signed by The trial courts upheld the validity of such agreement.
the hand of Segundo himself. An intent to dispose
mortis causa can be clearly deduced from the terms On the other hand, the CA held that the survivorship
of the instrument, and while it does not make an agreement constitutes a conveyance mortis causa
affirmative disposition of the latter’s property, the which “did not comply with the formalities of a valid
disinheritance of Alfredo, nonetheless, is an act of will as prescribed by Article 805 of the Civil Code,”
disposition in itself. In other words, the disinheritance and secondly, assuming that it is a mere donation
results in the disposition of the property of the inter vivos, it is a prohibited donation under the
testator Segundo in favor of those who would provisions of Article 133 of the Civil Code.
succeed in the absence of Alfredo. Holographic wills,
therefore, being usually prepared by one who is not ISSUE: W/N the survivorship agreement between the
learned in the law, as illustrated in the present case, spouses Vitug constitutes a donation?
should be construed more liberally than the ones
drawn by an expert, taking into account the HELD: NO. The conveyance in question is not, first of
circumstances surrounding the execution of the all, one of mortis causa, which should be embodied in
instrument and the intention of the testator. In this a will. A will has been defined as “a personal, solemn,
regard, the Court is convinced that the document, revocable and free act by which a capacitated person
even if captioned as Kasulatan ng Pag-Aalis ng Mana, disposes of his property and rights and declares or
was intended by Segundo to be his last testamentary complies with duties to take effect after his death.” In
act and was executed by him in accordance with law other words, the bequest or device must pertain to
in the form of a holographic will. Unless the will is the testator. In this case, the monies subject of
probated, the disinheritance cannot be given effect. savings account No. 35342-038 were in the nature of
conjugal funds In the case relied on, Rivera v.
Issue 3: Were the compulsory heirs preterited? People’s Bank and Trust Co., we rejected claims that
No. With regard to the issue on preterition, the Court a survivorship agreement purports to deliver one
believes that the compulsory heirs in the direct line party’s separate properties in favor of the other, but
were not preterited in the will. Segundo’s last simply, their joint holdings.
expression to bequeath his estate to all his
compulsory heirs, with the sole exception of Alfredo. There is no showing that the funds exclusively
Also, Segundo did not institute an heir to the belonged to one party, and hence it must be
exclusion of his other compulsory heirs. The mere presumed to be conjugal, having been acquired
mention of the name of one of the petitioners, during the existence of the marital relations.
Virginia, in the document did not operate to institute
her as the universal heir. Her name was included Neither is the survivorship agreement a donation inter
plainly as a witness to the altercation between vivos, for obvious reasons, because it was to take
Segundo and his son, Alfredo. effect after the death of one party. Secondly, it is not
a donation between the spouses because it involved
no conveyance of a spouse’s own properties to the
5. G.R. No. 82027 March 29, 1990 other.
ROMARICO G. VITUG, petitioner,
vs. It is also our opinion that the agreement involves no
THE HONORABLE COURT OF APPEALS and modification petition of the conjugal partnership, as
ROWENA FAUSTINO-CORONA, respondents. held by the Court of Appeals, by “mere stipulation”
Rufino B. Javier Law Office for petitioner. and that it is no “cloak” to circumvent the law on
Quisumbing, Torres & Evangelista for private conjugal property relations. Certainly, the spouses are
respondent. not prohibited by law to invest conjugal property, say,
by way of a joint and several bank account, more
FACTS: This case is a chapter in an earlier suit commonly denominated in banking parlance as an
decided by this Court involving the probate of the two “and/or” account. In the case at bar, when the
wills of the late Dolores Luchangco Vitug, who died in spouses Vitug opened savings account No. 35342-
New York, U. S.A. naming private respondent Rowena 038, they merely put what rightfully belonged to them
Faustino-Corona executrix. In said decision, the court in a money-making venture. They did not dispose of it
upheld the appointment of Nenita Alonte as co-special in favor of the other, which would have arguably been
administrator of Mrs. Vitug’s estate with her (Mrs. sanctionable as a prohibited donation.
Vitug’s) widower, petitioner Romarico G. Vitug,
pending probate. The conclusion is accordingly unavoidable that Mrs.
Vitug having predeceased her husband, the latter has
Romarico G. Vitug filed a motion asking for authority acquired upon her death a vested right over the
from the probate court to sell certain shares of stock amounts under savings account No. 35342-038 of the
and real properties belonging to the estate to cover Bank of America. Insofar as the respondent court
allegedly his advances to the estate, plus interests, ordered their inclusion in the inventory of assets left
which he claimed were personal funds. As found by by Mrs. Vitug, we hold that the court was in error.
the CA the alleged advances were spent for the Being the separate property of petitioner, it forms no
payment of estate tax, deficiency estate tax, and more part of the estate of the deceased.
“increment thereto.”

Rowena Corona opposed the motion to sell on the 6. G.R. No. 12099 October 30, 1997
ground that the same funds withdrawn were conjugal MANUEL G. REYES, MILA G. REYES, DANILO G.
partnership properties and part of the estate, and REYES, LYN AGAPE, ESTEBANA GALOLO, and
hence, there was allegedly no ground for CELSA AGAPE, petitioners,
reimbursement. She also sought his ouster for failure vs.
to include the sums in question for inventory and for COURT OF APPEALS AND JULIO
“concealment of funds belonging to the estate.” VIVARES, respondent.

Vitug insists that the said funds are his exclusive FACTS: On January 3, 1992, Torcuato Reyes
property having acquired the same through a executed his last will and testament. He bequeathed
WILLS SUCCESSION CASE DIGESTS (ARTS. 783-795)

all his prop to his wife Asuncion (Oning) and his


brother Jose. The will consisted of two pages and was The testator devised to his forced heirs, namely, his
signed by Torcuato Reyes in the presence of three legal wife Rufina Gomez and his children his entire
witnesses: Antonio Veloso, Gloria Borromeo, and estate and the free portion thereof to herein
Soledad Gaputan. Private respondent Julio A. Vivares petitioner. Subsequently, the petitioner filed a petition
was designated the executor and in his default or for the probate of the last will and testament of the
incapacity, his son Roch Alan S. Vivares. PR filed a deceased, but the legal wife of the testator Rufina
petition for probate of the will. The recognized natural and her children filed an opposition alleging
children of Torcuato with Estebana Galolo and Celsa inter alia that the execution of the will was procured
Agape filed an opposition. The court declared that the by undue and improper influence on the part of the
will was exec according w/ the forma prescribed by petitioner; that at the time of the execution of the
law. However, it ruled that Asuncion was never will, the testator was already very sick and that the
married to the deceased (Hence, dispo made in will is petitioner having admitted her living in concubinage
invalid). with the testator, she is wanting integrity and thus
letters testamentary should not be issued to her.
Julio Vivares filed an appeals before the CA with the The lower court denied the probate of the will on the
allegation that the oppositos failed to present ay ground that as the testator admitted in his will to
comp. evidence taht Asuncion was legally married to cohabiting with the petitioner because on the face of
another person. The CA affirmed the trial court's the will, the invalidity of its intrinsic provisions is
decision but with the modification that dispo in favor evident.
of Oning was valid.
The appellate court declared the will to be
ISSUE: whether or not the formalities of the will had valid except that the devise in favor of the petitioner
been complied with. is null and void.

HELD: As a general rule, courts in probate ISSUE: Whether or not the donation made by the
proceedings are limited to pass only upon the testator in favor of herein petitioner was valid.
extrinsic validity of the will sought to be probated.
Thus, the court merely inquires on its due execution, HELD: No. There is no question from the records
whether or not it complies with the formalities about the fact of a prior existing marriage when
prescribed by law, and the testamentary capacity of Martin Jugo lived together in an ostensible marital
the testator. It does not determine nor even by relationship for 22 years until his death. It is also a
implication prejudge the validity or efficacy of the fact that Martin Jugo and Sofia Nepomuceno
will's provisions. The intrinsic validity is not contracted a marriage before the Justice of the Peace
considered since the consideration thereof usually of Tarlac. The man was then 51 years old while the
comes only after the will has been proved and woman was 48. Nepomuceno contends that she acted
allowed. There are, however, notable circumstances in good faith for 22 years in the belief that she was
wherein the intrinsic validity was first determined as legally married to the testator. The records do not
when the defect of the will is apparent on its face and sustain that she acted in good faith for 22 years in
the probate of the will may become a useless the belief that she was legally married to the testator,
ceremony if it is intrinsically invalid. The intrinsic since the last will and testament itself expressly
validity of a will may be passed upon because admits indubitably on its face the meretricious
"practical considerations" demanded it as when there relationship between the testator and petitioner, the
is preterition of heirs or the testamentary provisions devisee.
are of doubtful legality. Parenthetically, the rule on Moreover, the prohibition in Article 739 of the Civil
probate is not inflexible and absolute. Under Code is against the making of a donation between
exceptional circumstances, the probate court is not persons who are living in adultery or concubinage. It
powerless to do what the situation constrains it to do is the donation which becomes void. The giver cannot
and pass upon certain provisions of the will. The give even assuming that the recipient may receive.
lower court was not asked to rule upon the intrinsic The very wordings of the will invalidate the legacy
validity or efficacy of the provisions of the will. As a because the testator admitted he was disposing the
result, the declaration of the testator that Asuncion properties to a person with whom he had been living
"Oning" Reyes was his wife did not have to be in
scrutinized during the probate proceedings. The concubinage.
propriety of the institution of Oning Reyes as one of
the devisees/legatees already involved inquiry on the
will's intrinsic validity and which need not be inquired 8. G.R. No. 113725 June 29, 2000
upon by the probate court. JOHNNY S. RABADILLA,1 petitioner,
vs.
COURT OF APPEALS AND MARIA
7. G.R. No. L-62952 October 9, 1985 MARLENA2 COSCOLUELLA Y BELLEZA
SOFIA J. NEPOMUCENO, petitioner, VILLACARLOS, respondents.
vs.
THE HONORABLE COURT OF APPEALS, RUFINA FACTS: A certain Aleja Belleza died but he instituted
GOMEZ, OSCAR JUGO ANG, CARMELITA in his will Dr. Jorge Rabadilla as a devisee to a 511,
JUGO, respondents. 855 hectare land. A condition was however imposed
to the effect that:
FACTS: Martin Jugo died on July 16, 1974 in 1. the naked ownership shall transfer to Dr. Rabadilla;
Malabon, Rizal. He left a last Will and Testament 2. he shall deliver the fruits of said land to Maria
where he named and appointed petitioner Sofia Belleza, sister of Aleja, during the lifetime of said
Nepomuceno as his sole and only executor of his Maria Belleza;
estate. It is clearly stated in the will that the testator 3. that in case Dr. Rabadilla shall die before Maria
was legally married to a certain Rufina Gomez by Belleza, the near descendants, shall continue
whom he had two legitimate children, but since 1952, delivering the fruits to Maria Belleza;
he had been estranged from his lawfully wedded wife 4. that the said land may only be encumbered,
and had been living with petitioner as husband and mortgaged, or sold only to a relative of Belleza.
wife. In fact, on December 5, 1952, the testator In 1983, Dr. Rabadilla died. He was survived by
Martin Jugo and the petitioner herein, Sofia, were Johnny Rabadilla.
married on Tarlac before the Justice of the Peace.
WILLS SUCCESSION CASE DIGESTS (ARTS. 783-795)

In 1989, Maria Belleza sued Johnny Rabadilla in order now Exhibit "E". In the order of November 24, 1924,
to compel Johnny to reconvey the said land to the now exhibit "C", the probate court approved the
estate of Aleja Belleza because it is alleged that project of partition and declared the proceeding
Johnny failed to comply with the terms of the will; closed. As the project of partition, Exhibit "E", now
that since 1985, Johnny failed to deliver the fruits; shows Doña Fausta Nepomuceno received by virtue
and that the the land was mortgaged to the Philippine thereof the ownership and possession of a
National Bank, which is a violation of the will. considerable amount of real and personal estate. By
virtue also of the said project of partition, she
In his defense, Johnny avers that the term “near received the use and possession of all the real and
descendants” in the will of Aleja pertains to the near personal properties mentioned and referred to in
descendants of Aleja and not to the near descendants Clause 7th of the will. The order approving the
of Dr. Rabadilla, hence, since Aleja had no near project of partition (Exh. "C"), however, expressly
descendants at the time of his death, no can provided that approval thereof was "sin perjuicio de lo
substitute Dr. Rabadilla on the obligation to deliver dispuesto en la clausula 8.o del testamento de Nicolas
the fruits of the devised land. Villaflor." .

ISSUE: Whether or not Johnny Rabadilla is not On May 1, 1956, Doña Fausta Nepomuceno died
obliged to comply with the terms of the Will left by without having contracted a second marriage, and
Aleja Belleza. without having begotten any child with the deceased
Nicolas Villaflor. Her estate is now being settled in
HELD: No. The contention of Johnny Rabadilla is Special Proceeding No. Q-1563 in the lower court,
bereft of merit. The “near descendants” being with the defendant Delfin N. Juico as the duly
referred to in the will are the heirs of Dr. Rabadilla. appointed and qualified judicial administrator.
Ownership over the devised property was already
transferred to Dr. Rabadilla when Aleja died. Hence, The plaintiff Leonor Villaflor Vda. de Villanueva is
when Dr. Rabadilla himself died, ownership over the admitted to be the same Leonor Villaflor mentioned
same property was transmitted to Johnny Rabadilla by Don Nicolas Villaflor in his will as his "sobrina nieta
by virtue of succession. Leonor Villaflor".

Under Article 776 of the Civil Code, inheritance Plaintiff Leonor Villaflor instituted the present
includes all the property, rights and obligations of a action against the administrator of the estate of the
person, not extinguished by his death. Conformably, widow Fausta Nepomuceno, on February 8, 1958,
whatever rights Dr. Rabadilla had by virtue of the contending that upon the widow's death, said plaintiff
Will were transmitted to his forced heirs, at the time became vested with the ownership of the real and
of his death. And since obligations not extinguished personal properties bequeathed by the late Nicolas
by death also form part of the estate of the decedent; Villaflor to clause 7 of his will, pursuant to its eight
corollarily, the obligations imposed by the Will on the (8th) clause.
deceased Dr. Jorge Rabadilla, were likewise
transmitted to his compulsory heirs upon his death. It
is clear therefore, that Johnny should have continued
complying with the terms of the Will. His failure to do Issue:
so shall give rise to an obligation for him to reconvey
Whether or not the grandniece is entitled to the
the property to the estate of Aleja.
ownership of the properties upon the death of Dona
Faustina.

. HELD:

9. LEONOR VILLAFLOR VDA. DE VILLANUEVA, YES, the grandniece can get the property,
plaintiff-appellant, despite the fact that the widow never remarried. She
vs. is the reversionary legatee of Don Nicolas. It has been
DELFIN N. JUICO, in his capacity as Judicial clearly indicated in the will that what had been
Administrator of the testate estate of FAUSTA granted to the widow were only the “use and
NEPOMUCENO, possession” of the properties “while living,” the clear
intent of the testator being only to grant her a life
interest or usufructuary interest -an interest which
could have ceased even during her lifetime had she
Facts: remarried

On October 9, 1908, Don Nicolas Villaflor, a . Art. 791 of the Civil Code requires that each
wealthy man of Castillejos, Zambales, executed a will word of the will be given some effect.Further as ruled
in Spanish in his own handwriting, devising and in In re Estate of Calderon, 26 Phil., 233, that the
bequeathing in favor of his wife, Dona Fausta intention and wishes of the testator, when clearly
Nepomuceno, one-half of all his real and personal expressed in his will, constitute the fixed law of
properties, giving the other half to his brother Don interpretation, and all questions raised at the trial,
Fausto Villaflor. relative to its execution and fulfillment, must be
settled in accordance therewith, following the plain
The 12th clause of the will provided, however, and literal meaning of the testator's words, unless it
that Clauses 6th and 7th thereof would be deemed clearly appears that his intention was otherwise.
annulled from the moment he bore any child with
Doña Fausta Nepomuceno. On the other hand, it would have been different
had OWNERSHIP over the properties been given to
Don Nicolas Villaflor died on March 3, 1922, the widow. In such a case, since there was no
without begetting any child with his wife Doña Fausta remarriage, the grandniece cannot inherit.
Nepomuceno. The latter, already a widow, thereupon
instituted Special Proceeding No. 203 of the Court of
First Instance of Zambales, for the settlement of her
husband's estate and in that proceeding, she was 10. G.R. No. L-14074 November 7, 1918
appointed judicial administratrix. In due course of
administration, she submitted a project of partition,
WILLS SUCCESSION CASE DIGESTS (ARTS. 783-795)

In the matter of the probation of the will of death of the testator, without the testator having left
Jose Riosa. a will that conforms to the new requirements.

MARCELINO CASAS, applicant-appellant, Issue: WON the will is valid.

Vicente de Vera for petitioner-appellant. RULING: YES. The validity of the execution of a will
must be tested by the statutes in force at the time of
Facts: its execution and statutes subsequently enacted have
no retrospective effect. All statutes are to be
construed as having only a prospective operation
Jose Riosa died on April 17, 1917. He left a will
unless the purpose and intention of the Legislature to
made in the month of January, 1908, in which he
give them a retrospective effect is expressly declared
disposed of an estate valued at more than P35,000.
or is necessarily implied from the language used. In
The will was duly executed in accordance with the law
every case of doubt, the doubt must be resolved
then in force, namely, section 618 of the Code of Civil
against the retrospective effect. The language of Act
Procedure. The will was not executed in accordance
Mo. 2645 gives no indication of retrospective effect.
with Act No. 2645, amendatory of said section 618,
Such, likewise, has been the uniform tendency of the
prescribing certain additional formalities for the
SC on cases having special application to
signing and attestation of wills, in force on and after
testamentary succession. Our statute announces a
July 1, 1916. In other words, the will was in writing,
positive rule for the transferee of property which must
signed by the testator, and attested and subscribed
by three credible witnesses in the presence of the be complied with as a completed act at the time of
the execution, so far as the act of the testator is
testator and of each other; but was not signed by the
testator and the witnesses on the left margin of each concerned, as to all testaments made subsequent to
the enactment of Act No. 2645, but is not effective as
and every page, nor did the attestation state these
to testaments made antecedent to that date. The
facts. The new law, therefore, went into effect after
court considered three (3) views in addressing the
the making of the will and before the death of the
issue:
testator, without the testator having left a will that
1.) validity of will are tested by the laws in force at
conforms to the new requirements.
the time of the death of the testator (considered the
right of one to make a will as an inchoate right). This
Issue: view was rejected by the court. “The act of
bequeathing or devising is something more than
Whether or not the law existing on the date of inchoate or ambulatory. In reality, it becomes a
execution of a will or the law existing at the death of completed act when the will is executed and attested
the testator controls. according to the law, although it does not take effect
on the property until a future time.
Held: 2.) validity of wills must be tested by statutes in force
at time of execution. This view is the one adopted by
the SC.
The rule prevailing in many other jurisdictions is that
3.) statutes relating to the execution of wills, when
the validity of the execution of a will must be tested
they increase the necessary formalities, should be
by the statutes in force at the time of its execution
construed so as not to impair the validity of a will
and that statutes subsequently enacted have no
already made and, when they lessen the formalities
retrospective effect. Retrospective laws generally if
required, should be construed so as to aid wills
not universally work injustice, and ought to be so
defectively executed according to the law in force at
construed only when the mandate of the legislature is
the time of their making.
imperative. When a testator makes a will, formally
executed according to the requirements of the law
existing at the time of its execution, it would unjustly
disappoint his lawful right of disposition to apply to it The will in question is admittedly not executed and
a rule subsequently enacted, though before his death. attested as provided by the Code of Civil Procedure as
amended. Nevertheless, it is proper to observe that
the general principle in the law of wills inserts itself
While it is true that every one is presumed to know
even within the provisions of said section 634. Our
the law, the maxim in fact is inapplicable to such a
statute announces a positive rule for the transference
case; for he would have an equal right to presume
of property which must be complied with as
that no new law would affect his past act, and rest
completed act at the time of the execution, so far as
satisfied in security on that presumption. . . . It is
the act of the testator is concerned, as to all
true, that every will is ambulatory until the death of
testaments made subsequent to the enactment of Act
the testator, and the disposition made by it does not
No. 2645, but is not effective as to testaments made
actually take effect until then. General words apply to
antecedent to that date.
the property of which the testator dies possessed,
and he retains the power of revocation as long as he
lives. The act of bequeathing or devising, however, To answer the question with which we began this
takes place when the will is executed, though to go decision, we adopt as our own the second rule,
into effect at a future time. particularly as established by the Supreme Court of
Pennsylvania. The will of Jose Riosa is valid.
11. In re will of riosa
G.R. No. L-14074 November 7, 1918

FACTS: Jose Riosa made a will in January 1908,


disposing of his entire estate. The will was executed 12. G.R. No. L-7188 August 9, 1954
according to the law in force at that time, complying
with all the requisites then required. He died April 17, In re: Will and Testament of the deceased
1917. However, between the execution of the will and REVEREND SANCHO ABADIA.
his death, the law on formalities on execution of wills SEVERINA A. VDA. DE ENRIQUEZ, ET AL.,
was amended by Act No. 2645 (July 1, 1916; it added petitioners-appellees,
formalitites required such as signatures on each page vs.
of the will). The new law, therefore, therefore, went MIGUEL ABADIA, ET AL.,
into effect after the making of the will and before the
WILLS SUCCESSION CASE DIGESTS (ARTS. 783-795)

Facts: according to the law in force at the time of execution.


However, we should not forget that from the day of
On September 6, 1923, Father Sancho Abadia the death of the testator, if he leaves a will, the title
executed a document purporting to be his Last Will of the legatees and devisees under it becomes a
andTestament. Resident of the City of Cebu, he died vested right, protected under the due process clause
on January 14, 1943. He left properties estimated of the constitution against a subsequent change in
atP8,000 in value. On October 2, 1946, one Andres the statute adding new legal requirements of
Enriquez, one of the legatees, filed a petition for execution of wills which would invalidate such a will.
itsprobate in the Court of First Instance of Cebu. By parity of reasoning, when one executes a will
Some cousins and nephews who would inherit the which is invalid for failure to observe and follow the
estateof the deceased if he left no will, filed legal requirements at the time of its execution then
opposition.During the hearing, it was established that upon his death he should be regarded and declared
Father Sancho wrote out the will in longhand in as having died intestate, and his heirs will then inherit
Spanishwhich the testator spoke and understood, and by intestate succession, and no subsequent law with
that he signed on the left hand margin of the front more liberal requirements or which dispenses with
pageof each of the three folios or sheets of which the such requirements as to execution should be allowed
document is composed, and numbered the same to validate a defective will and thereby divest the
withArabic numerals, and that he signed his name at heirs of their vested rights in the estate by intestate
the end of his writing at the last page. All this was succession. The general rule is that the Legislature
donein the presence of the three attesting witnesses can not validate void wills.
after telling that it was his last will. The said
threewitnesses signed their names on the last page
after the attestation clause in his presence and in
thepresence of each other.The trial court found and 13. G.R. No. L-5064 February 27, 1953
declared the will to be a holographic will. Although at
the time it was executedand at the time of the
BIENVENIDO A. IBARLE, plaintiff-appellant,
testator's death, holographic wills were not permitted
vs.
by law, still, because at thetime of the hearing and
ESPERANZA M. PO, defendant-appellant.
when the case was to be decided the new Civil Code
was already in force, whichCode permitted the
execution of holographic wills, under a liberal view,
and to carry out the intention of the testator which
according to the trial court is the controlling factor Facts:
and may override any defect inform, said trial court
by order dated January 24, 1952, admitted to probate
1st. — That Leonard j. Winstanley and Catalina
the will as the Last Will andTestament of Father
Navarro were husband and wife, the former having
Sancho Abadia. The oppositors appealed from that
died on June 6, 1946 leaving heir the surviving
decision, and because onlyquestions of law are
spouse and some minor children;
involved in the appeal, the case was certified to the
Supreme Court by the Court of Appeals.
2nd. — hat upon the death of L.J. Winstanley, he left
a parcel of land described under Transfer Certificate
ISSUE:
of title No. 2391 of the Registry of Deeds of the
Province of Cebu;
Whether or not legislature can validate a void
will?
3rd. — That the above mentioned property was a
conjugal property;
Ruling:
4th. — That on April 15, 1946, the surviving spouse
No. The validity of a will as to its form depends Catalina Navarro Vda. de Winstanley sold the entire
upon the observance of the law in force at the time it parcel of land to the spouses Maria Canoy, alleging
is made." The above provision is but an expression or among other things, that she needed money for the
statement of the weight of authority to the affect that support of her children;
the validity of a will is to be judged not by the law
enforce at the time of the testator's death or at the
5th. — That on May 24, 1947, the spouses Maria
time the supposed will is presented in court for
Canoy and Roberto Canoy sold the same parcel of
probate or when the petition is decided by the court
land to the plaintiff in this case named Bienvenido A.
but at the time the instrument was executed. One
Ebarle;
reason in support of the rule is that although the will
operates upon and after the death of the testator, the
wishes of the testator about the disposition of his 6th. — That the two deeds of sale referred to above
estate among his heirs and among the legatees is were not registered and have never been registered
given solemn expression at the time the will is up to the date;
executed, and in reality, the legacy or bequest then
becomes a completed act. This ruling has been laid 7th. — That on January 17, 1948 surviving spouse
down by this court in the case of In re Will of Riosa, Catalina Navarro Vda. de Winstanley, after her
39 Phil., 23. It is a wholesome doctrine and should be appointment as guardian of her children by this court
followed. (Special proceeding no. 212-R) sold one-half of the
land mentioned above to Esperanza M. Po, defendant
Of course, there is the view that the intention of in the instant case, which portion belongs to the
the testator should be the ruling and controlling factor children of the above named spouses.
and that all adequate remedies and interpretations
should be resorted to in order to carry out said Issue:
intention, and that when statutes passed after the
execution of the will and after the death of the Which sale was valid, and who has the rightful
testator lessen the formalities required by law for the claim to the property?
execution of wills, said subsequent statutes should be
applied so as to validate wills defectively executed
Ruling:
WILLS SUCCESSION CASE DIGESTS (ARTS. 783-795)

Article 657 of the old Civil Code provides: "The may deem just and necessary. On these
rights to the succession of a person are transmitted averments plaintiff prayed in the complaint that
from the moment of his death." in a slightly different judgment be rendered in his favor and, among
language, this article is incorporated in the new Civil
others, declare the sale made by defendant Feliza Luz
Code as article 777.
Paulino to her her co-defendants illegal with respect
to one-fifth of the lot and to declare said one-fifth
Manresa, commending on article 657 of the Civil
Code of Spain, says: undivided share of the plaintiff.

On November 14, 1945, defendants answered the


The moment of death is the determining factor
complaint with counterclaim, wherein it is alleged,
when the heirs acquire a definite right to the
inheritance, whether such right be pure or contingent. among other things, that all their inheritance from the
It is immaterial whether a short or long period of time deceased Jaime Luz Paulino had been divided in
lapses between the death of the predecessor and the accordance with Section 596 of the Code of Civil
entry into possession of the property of the Procedure and the last verbal wish of the decedent
inheritance because the right is always deemed to be before his death, giving the residential lot in question
retroactive from the moment of death. (5 Manresa,
together with the house of strong materials
317.)
constructed thereon to Feliza Luz Paulino as her
exclusive and only share, and leaving her brothers,
The above provision and comment make it clear
that when Catalina Navarro Vda. de Winstanley sold Timoteo, Esteban and Macario, and their nephew
the entire parcel to the Canoy spouses, one-half of it Quirico Saturnino to divide all the agricultural lands
already belonged to the seller's children. No formal or among themselves, which division was duly effected.
judicial declaration being needed to confirm the
children's title, it follows that the first sale was null Meanwhile, or on November 19, 1945, Quirino L.
and void in so far as it included the children's share. Saturnino had filed a petition for the probate of the
will and testament of Jaime Luz Paulino.
On the other hand, the sale to the defendant
having been made by authority of the competent On or about March 10, 1950, respondents herein filed
court was undeniably legal and effective. The fact a supplemental answer alleging that plaintiff—
that it has not been recorded is of no consequence. If petitioner herein—has no legal capacity to sue,
registration were necessary, still the non-registration
because the property in litigation therein is part of the
would not avail the plaintiff because it was due to no
other cause than his own opposition. estate which is the subject matter of the probate
proceedings, in which an administrator was appointed
14. QUIRICO L. SATURNINO, petitioner, vs. but no adjudication had, as yet, been made.
FELIZA Luz PAULINO, MAXIMO DALEJA, JUANA
The CFI rendered decision in favor of the petitioner
LUCAS, NEMESIO LUCAS, DoNATA GUILLERMO,
declaring- the sale made by the defendant Feliza Luz
and COURT OF APPEALS, respondents.
Paulino to her co-defendants null and void with
FACTS: respect to one-fifth (1/5) of the lot in question and
the plaintiff is declared owner thereof as his undivided
Upon the death of Jaime Luz Paulino, on February share.
10, 1937, he was survived by his children—Timoteo
Esteban, Macario and Feliza, all surnamed Luz On appeal from this decision, the defendants
Paulinoand a grandson-Quirico L. Saturnino, son of contended that the lower court had erred in declaring
his deceased daughter Antonia Luz Paulino. Among the sale of the lot in question invalid with respect to
the properties left by Jaime Luz Paulino is a house one-fifth share of the appellee, among others.
and lot, situated in Barrio No. 13, municipality
According to the Court of Appeals, although the will of
of Laoag, province of Ilocos Norte, and more
the testator has been allowed, no settlement of
particularly known as Lot No. 11366 of the
accounts has been effected, no partition of the
Laoag Cadastre. On October 22, 1945, his daughter
properties left by the decedent has been made, and
Feliza Luz Paulino executed a deed of absolute sale of
the heirs have not legally received or been
said property in favor of the spouses Maximo Daleja
adjudicated or assigned any particular piece of
and Juana Lucas and Nemesio Lucas and Donata
the mass of their inheritance. This being the
Guillermo, for the aggregate sum of P1,200.00.
case, and pending such partition, adjudication
As said sale was made without his knowledge or or assignment to the heirs of the residue of the
consent, Quirico L. Saturnino offered verbally and in estate of the testator Jaime Luz Paulino, none
writing to the vendees to return then and there to of his heirs can properly allege or claim to have
them, in actual cash, 4/5 of the purchase price of said inherited any portion of said residue, if there
property, but defendants, for themselves and in be any, because his or her right of inheritance
representation of their respective husbands who were remains to be in the nature of hope.
absent, refused acceptance thereof. Consequently, neither Feliza Luz Paulino, nor any of
her coheirs, can legally represent the estate of the
For this reason, Quirico L. Saturnino instituted this decedent, or dispose as his or hers of the property
action against the defendants for delivery to involved in this case.
the defendant vendees by way of
reimbursement, together with the amount of Hence, this instant petition for review.
P50 Philippine currency, to cover the expenses
Issue: WON the right of inheritance of herein
incurred in the preparation of the deed of sale,
petitioner is in the nature of mere hope.
and stating that he was ready and willing to
deposit other additional sums that the court Held:
WILLS SUCCESSION CASE DIGESTS (ARTS. 783-795)

No. Pending "partition, adjudication or assignment to Carlos Jimenez died on July 9, 1936 and his
the heirs" of a deceased estator, their "right of illegitimate daughter, Melecia Cayabyab, also known
inheritance" is not merely" in the nature of hope," as Melecia Jimenez, took possession of the eastern
for—pursuant to Article 657 of the Civil Code of Spain, portion of the property consisting of 436 square
which was in force in the Philippines at the time of meters.
the death of Jaime Luz Paulino—"the rights to the
succession of a person are transmitted from the Melecia Jimenez sold said 436 square meter-portion
moment of his death" and the heirs—pursuant to of the property to Edilberto Cagampan and defendant
Article 661 of the same Code—"succeed to the Teodora Grado executed a contract entitled
deceased in all his rights and obligations by the mere "Exchange of R eal Properties" whereby the former
fact of his death." In other words, the person transferred said 436 square meter-portion to the
concerned is an heir and he may exercise his rights as latter, who has been in occupation since.
such, from the very moment of the death of the
On the other hand, Sulpicia Jimenez executed an
decedent. One of those rights is that of redemption
affidavit adjudicating unto herself the other half of the
under Article 1067 of the aforesaid code (Article 1088
property appertaining to Carlos Jimenez, upon
of the Civil Code of the Philippines).
manifestation that she is the only heir of her
deceased uncle. A TCT was then issued in petitioner's
name alone over the entire 2,932 square meter
15. IN RE ESTATE OF JOHNSON property.

Sulpicia Jimenez, joined by her husband, instituted


the present action for the recovery of the eastern
FACTS: Johnson is a native of Sweden but a citizen of portion of the property consisting of 436 square
America (by virtue of naturalization). He died in the meters occupied by de fendant Teodora Grado and
city of Manila leaving a will. This document is a her son.
Holographic instrument, written in the testators own
handwriting and signed by himself and two witnesses ISSUES:
(he followed the formalities set by the state of Illinois
w/c only requires 2 witnesses) only instead of three 1. WON Melecia Cayabyab had any right over the
as required by the Code of Civil Procedure. eastern part of the property she took possession of
and later sold?
The will was presented in CFI Manila for the probate
of this will, on the ground that the will was duly No. Melecia Cayabyab/ Melecia jimenez is
executed accordance with the formalities of that state not the daughter of Carlos Jimenez and therefore,
hence could properly be probated in the Philippines had no right over the property in question.
pursuant to Section 636 of the Code of Civil Respondents fai led to present concrete evidence to
Procedure which states: A will made within the prove that Melecia Cayabyab was really the d aughter
Philippine Islands by a citizen or subject of another of Carlos Jimenez.
state or country, which is executed in accordance
Assuming that Melecia Cayabyab was the
with the law of the state or country of which he is a
illegitimate daughter of Carlos Jimenez there can be
citizen or subject, and which might be proved and
no question that Melecia Cayabyab had no right to
allowed by the law of his own state or country, may
succeed to the estate of Carlos Jimenez and could not
be proved, allowed, and recorded in the Philippine
have validly acquired, nor legally transferred to
Islands, and shall have the same effect as if executed
Edilberto Cagampan that portion of the property
according to the laws ofthese Islands..
subject of this petition.
ISSUE: WON a will executed in conformity with the
Melecia Cayabcab could not even be
statute of US is extrinsically valid in the Philippines?
considered an acknowledged natural child under Civil
RULING: The authority expressed in section 636 of Code 1889 (w/c is in force when Carlos Jimenez Died)
the Code of Civil Procedure for the probate of the will because Carlos Jimenez was then legally married to
of a citizen of another state or country is applicable to Susana Abalos and theref re not qualified to marry
the case of a citizen of a State of the American Union Maria Cayabyab and consequently Melecia Cayabyab
domiciled in the Philippine Islands. Thus, the will was an illegitimate spurious child and not entitled to
made by Johnson can be validly admitted to probate any successional rights in so far as the estate of
proceedings because even if it did not conform with Carlos Jimenez was concerned. To be an heir under
the laws of the Phils., it conform with the laws of his the rules of Civil Code of 1889, a child must be
nationality. either a child legitimate, legitimated, or
adopted, or else an acknowledged natural child
— for illegitimate not natural are disqualified to
inherit.
16. SULPICIA JIMENEZ VS FERNANDEZ

Fermin Jimenez was the owner of a 2, 932 sq land, he


had 2 children named carlos and Fortonato. Fortunato
predeceased Ferminle aving behind a daughter,
Sulpicia. After the death of Fermin Jimenez, the entire
parcel of land was registered under Act 496 in the
17. Testate of Amos Bellis vs. Edward A. Bellis,
name of Carlos Jimenez and Sulpicia Jimenez (uncle
et al
and niece) in equal shares pro-indiviso.
WILLS SUCCESSION CASE DIGESTS (ARTS. 783-795)

FACTS: Campos, which was allegedly executed in the United


States and for her appointment as administratrix of
Amos G. Bellis was a citizen of the State of Texas and the estate of the deceased testatrix. Nenita alleged
that the testatrix was an American citizen at the time
of the United States. He had five legitimate children
of her death and was a permanent resident of 4633
with his first wife (whom he divorced), three Ditman Street, Philadelphia, Pennsylvania, U.S.A. That
legitimate children with his second wife (who survived during her lifetime, the testatrix made her last will
him) and, finally, three illegitimate children. and testament according to the laws of Pennsylvania,
U.S.A., nominating Wilfredo Barzaga of New Jersey as
6 years prior Amos Bellis’ death, he executed two(2) executor; that after the testatrix death, her last will
wills, apportioning the remainder of his estate and and testament was presented, probated, allowed, and
registered with the Registry of Wins at the County of
properties to his seven surviving children. The
Philadelphia, U.S.A.
appellants filed their oppositions to the project of
partition claiming that they have been deprived of
An opposition to the reprobate of the will was filed by
their legitimes to which they were entitled according herein petitioner Hermogenes Campos alleging among
to the Philippine law. Appellants argued that the other things, that he has every reason to believe that
deceased wanted his Philippine estate to be governed the will in question is a forgery and that the intrinsic
by the Philippine law, thus the creation of two provisions of the will are null and void; and that even
separate wills. if pertinent American laws on intrinsic provisions are
invoked, the same could not apply inasmuch as they
would work injustice and injury to him. RTC ruled that
ISSUE:
the Last Will and Testament of the late Adoracion C.
Campos be admitted to and allowed probate in the
Whether or not the Philippine law be applied in the Philippines.
case in the determination of the illegitimate children’s
successional rights WHETHER: Whether or not Philippine law
governs in determining the intrinsic validity of
RULING: the will of Adoracion C. Campos?

Court ruled that provision in a foreigner’s will to the RULE: No. The national law of the decedent must
effect that his properties shall be distributed in apply. It is sufficiently established that Adoracion was,
at the time of her death, an American citizen and a
accordance with Philippine law and not with his
permanent resident of Philadelphia, Pennsylvania,
national law, is illegal and void, for his national law U.S.A. Therefore, under Article 16 par. (2) and 1039
cannot be ignored in view of those matters that of the Civil Code which respectively provide:
Article 10 — now Article 16 — of the Civil Code states
said national law should govern. Art. 16 par. (2). However, intestate and testamentary
successions, both with respect to the order of
Where the testator was a citizen of Texas and succession and to the amount of successional rights
domiciled in Texas, the intrinsic validity of his will and to the intrinsic validity of testamentary provisions,
should be governed by his national law. Since Texas shall be regulated by the national law of the person
whose succession is under consideration, whatever
law does not require legitimes, then his will, which
may be the nature of the property and regardless of
deprived his illegitimate children of the legitimes, is the country wherein said property may be found.
valid.
Art. 1039. Capacity to succeed is governed by the law
The Supreme Court held that the illegitimate children of the nation of the decedent.
are not entitled to the legitimes under the texas law,
which is the national law of the deceased. So, even The law which governs Adoracion Campo's will is the
if the Philippine lae provides that illegitimate law of Pennsylvania, U.S.A., which is the national law
children cannot be deprived of their legitimate, of the decedent. Although the parties admit that the
if the national law of the person whose Pennsylvania law does not provide for legitimes and
that all the estate may be given away by the testatrix
succession is under consideration allows
to a complete stranger, the petitioner argues that
deprivation of any inheritance of illegitimate such law should not apply because it would be
children then that Will is still INTRINSICALLY contrary to the sound and established public policy
VALID because the will is measured not by and would run counter to the specific provisions of
Philippine law but by the national law of Philippine Law.
decedent.
It is a settled rule that as regards the intrinsic validity
18. CAYETANO VS LEONIDAS, G.R. No. L-54919 of the provisions of the will, as provided for by Article
May 30, 1984 16(2) and 1039 of the Civil Code, the national law of
the decedent must apply.

FACTS: Adoracion C. Campos died, leaving her


father, petitioner Hermogenes Campos and her
sisters, private respondent Nenita C. Paguia,
Remedios C. Lopez and Marieta C. Medina as the
surviving heirs. As Hermogenes Campos was the only
compulsory heir, he executed an Affidavit of
19. MICIANO VS. BRIMO
Adjudication whereby he adjudicated unto himself the
ownership of the entire estate of the deceased
Adoracion Campos. G.R. No. L-22595 November 1, 1927

Eleven months after, Nenita C. Paguia filed a petition FACTS:


for the reprobate of a will of the deceased, Adoracion
WILLS SUCCESSION CASE DIGESTS (ARTS. 783-795)

The partition of the estate left by the deceased instituted an acknowledged natural daughter, Maria
Joseph G. Brimo is in question in this case. The Lucy Christensen as his only heir, but left a legacy
judicial administrator of this estate filed a scheme of sum of money in favor of Helen Christensen Garcia.
partition. Andre Brimo, one of the brothers of the Counsel for the acknowledged natural daughter Helen
deceased, opposed it. The court, however, approved claims that under Article 16, par. 2 of the Civil
it. The opposition is based on the fact that the Code, California law should be should be applied; that
partition in question puts into effect the provisions of under California law, the matter is referred back to
Joseph G. Brimo's will which are not in accordance the law of the domicile. On the other hand, the
with the laws of his Turkish nationality, for which counsel for Maria Lucy contends that the national law
reason they are void as being in violation or article 10 of the deceased must apply, illegitimate children not
of the Civil Code which, among other things, provides being entitled to anything under California law.
the following:
ISSUE:
Nevertheless, legal and testamentary
successions, in respect to the order of Whether or not the national law of the
succession as well as to the amount of the deceased should be applied in determining the
successional rights and the intrinsic validity successional rights on his heirs?
of their provisions, shall be regulated by the
national law of the person whose succession
HELD:
is in question, whatever may be the nature
of the property or the country in which it
may be situated. Yes, the national law of the decedent governs. The
Supreme Court grants more successional rights to
Helen. It said in effect that there are two rules
But the fact is that the oppositor did not prove that
in California on the matter: the internal law
said testamentary dispositions are not in accordance
which applies to California’s domiciled in California,
with the Turkish laws, in as much as he did not
and the conflict rule for Californian’s domiciled out of
present any evidence showing what the Turkish laws
California. Christensen, being domiciled in the
are on the matter, and in the absence of evidence on
Philippines, the law of his domicile must be followed.
such laws, they are presumed to be the same as
For the determination of the successional rights under
those of the Philippines.
Philippine Law, the case was remanded to the lower
court for further proceedings.
Part of his will, nonetheless, states: “it is my wish that
the distribution of my property and everything in
The law that governs the validity of his testamentary
connection with this, my will, be made and disposed
dispositions is defined in Article 16 of the Civil Code of
of in accordance with the laws in force in the
the Philippines, which is as follows:
Philippine islands, requesting all of my relatives to
respect this wish, otherwise, I annul and cancel
beforehand whatever disposition found in this will ART. 16. Real property as well as personal
favorable to the person or persons who fail to comply property is subject to the law of the country
with this request.” where it is situated.

ISSUE: What law governs the succession of the However, intestate and testamentary
estate of Brimo? successions, both with respect to the order
of succession and to the amount of
successional rights and to the intrinsic
RULE: The national law of the decedent governs the
validity of testamentary provisions, shall be
succession of the estate of Brimo.
regulated by the national law of the person
whose succession is under consideration,
The approval of the scheme of partition in this respect whatever may be the nature of the property
was not erroneous. The institution of legatees in this and regardless of the country where said
will is conditional, and the condition is that the property may be found.
instituted legatees must respect the testator's will to
distribute his property, not in accordance with the
The application of this article in the case at bar
laws of his nationality, but in accordance with the
requires the determination of the meaning of the
laws of the Philippines. However, said condition is
term "national law"is used therein.
contrary to law because it expressly ignores the
testator's national law when, according to article 10 of
the civil Code above quoted, such national law of the The "national law" indicated in Article 16 of the Civil
testator is the one to govern his testamentary Code refers to no other than the private law of the
dispositions. State of California.

Said condition then, in the light of the legal provisions Appellees argue that what Article 16 of the Civil Code
above cited, is considered unwritten, and the of the Philippines pointed out as the national law is
institution of legatees in said will is unconditional and the internal law of California. But as above explained
consequently valid and effective even as to the herein the laws of California have prescribed two sets of
oppositor. laws for its citizens, one for residents therein and
another for those domiciled in other jurisdictions.
Reason demands that We should enforce the
20. TESTATE ESTATE OF CHRISTENSEN California internal law prescribed for its citizens
residing therein, and enforce the conflict of laws rules
January 31, 1963 for the citizens domiciled abroad. If we must enforce
the law of California as in comity we are bound to go,
FACTS: as so declared in Article 16 of our Civil Code, then we
must enforce the law of California in accordance with
the express mandate thereof and as above explained,
Edward E. Christensen was born in New York but he
i.e., apply the internal law for residents therein, and
migrated to California where he resided for 9 years.
its conflict-of-laws rule for those domiciled abroad.
In 1913, he came to the Philippines where he became
a domiciliary until the time of his death. In his will, he
WILLS SUCCESSION CASE DIGESTS (ARTS. 783-795)

The conflict of laws rule in California, Article for what the Texas law is on the matter, is a question
946, Civil Code, precisely refers back the case, of fact to be resolved by the evidence that would be
when a decedent is not domiciled in California, presented in the probate court. The Supreme Court
to the law of his domicile, the Philippines in the however emphasized that Texas law at the time of
case at bar. The Philippine court must apply its own Linnie’s death is the law applicable (and not said law
law as directed in the conflict of laws rule of the state at any other time).
of the decedent, if the question has to be decided,
especially as the application of the internal law of The courts of the Philippine Islands are not authorized
California provides no legitime for children while the to take judicial notice of the laws of the various States
Philippine law, Arts. 887(4) and 894, Civil Code of the of the American Union. Such laws must be proved as
Philippines, makes natural children legally facts. (In re Estate of Johnson [1918], 39 Phil., 156.)
acknowledged forced heirs of the parent recognizing Here the requirements of the law were not met.
them. There was no showing that the book from which an
extract was taken was printed or published under the
We therefore find that as the domicile of the authority of the State of West Virginia. Nor was the
deceased Christensen, a citizen of California, is extract from the law attested by the certificate of the
the Philippines, the validity of the provisions of officer having charge of the original, under the seal of
his will depriving his acknowledged natural the State of West Virginia. No evidence was
child, the appellant, should be governed by the introduced to show that the extract from the laws of
Philippine Law, the domicile, pursuant to Art. 946 West Virginia was in force at the time the alleged will
of the Civil Code of California, not by the internal law was executed. No evidence of the nature thus
of California. suggested by the Court may be found in the records
of the cases at bar.

22. G.R. No. 119064 August 22, 2000


21. PCIB vs ESCOLIN 56 S 266
NENG "KAGUI KADIGUIA" MALANG, petitioner,
vs. HON. COROCOYMOSON, Presiding Judge of
5th Shari'a District Court, Cotabato City, HADJI
In November 1952, Linnie Jane Hodges, an American
MOHAMMAD ULYSSIS MALANG, HADJI ISMAEL
citizen from Texas made a will. In May 1957, while
MALINDATUMALANG, FATIMA MALANG,
she was domiciled here in the Philippines she died.
DATULNA MALANG, LAWANBAI
In her will, she left all her estate in favor of her MALANG,JUBAIDA KADO MALANG, NAYO OMAL
husband, Charles Newton Hodges. Linnie however MALANG and MABAY GANAPMALANG,
also stated in her will that should her husband later respondents.
die, said estate shall be turned over to her brother
and sister.
On December 18, 1993, while he was living with
In December 1962, Charles died who was also
petitioner in Cotabato City, Hadji Abdula died without
domiciled in the Philippines. Atty. Leon Gellada, the
leaving a will. On January 21, 1994, petitioner filed
lawyer of Charles filed a motion before the probate
with the Shari’a District Court in Cotabato City a
court (there was an ongoing probate on the will of
petition for the settlement of his estate with a prayer
Linnie) so that a certain Avelina Magno may be
that letters of administration be issued in the name
appointed as the administratrix of the estate. Magno
of her niece, Tarhata Lauban. Petitioner claimed in
was the trusted employee of the Hodges when they
that petition that she was the wife of Hadji Abdula;
were alive. Atty. Gellada manifested that Charles
that his other legal heirs are his three children named
himself left a will but the same was in an iron trunk in
Teng Abdula, Keto Abdula and Kueng Malang, and
Charles’ office. Hence, in the meantime, he’d like to
that he left seven (7)parcels of land, five (5) of which
have Magno appointed as administratrix. Judge
are titled in Hadji Abdula’s name "married to Neng P.
Venicio Escolin approved the motion.
Malang and a pick-up jeepney. On February 7, 1994,
Later, Charles’ will was found and so a new petition the Shari’a District Court ordered the publication of
for probate was filed for the said will. Since said will the petition. After such publication on March 16,
basically covers the same estate, Magno, as 1994, Hadji Mohammad Ulyssis Malang ("Hadji
admininistratrix of Linnie’s estate opposed the said Mohammad",for brevity), the eldest son of Hadji
petition. Eventually, the probate of Charles’ will was Abdula, filed his opposition to the petition He alleged
granted. Eventually still, the Philippine Commercial among other matters that his father’s surviving heirs
and Industrial Bank was appointed as administrator. are as follows: (a) Jubaida Malang, surviving spouse;
But Magno refused to turn over the estate. (b) Nayo Malang, surviving spouse; (c) Mabay
Malang, surviving spouse; (d) petitioner Neng Malang,
Magno contended that in her will, Linnie wanted
surviving spouse; (e) oppositor Hadji Mohammad
Charles to turn over the property to Linnie’s brother
Ulyssis Malang who is also known as "Teng Abdula,"
and sister and since that is her will, the same must be
son; (f) Hadji Ismael Malindatu Malang, also known
respected. Magno also contended that Linnie was a
as "Keto Abdula," son, (g) Fatima Malang, also known
Texan at the time of her death (an alien testator);
as "Kueng Malang, "daughter; (h) Datulna Malang,
that under Article 16 of the Civil Code, successional
son, and (i) Lawanbai Malang, daughter. Oppositor
rights are governed by Linnie’s national law; that
Hadji Mohammad Ulyssis Malang alleged that since he
under Texas law, Linnie’s will shall be respected
and his brother, Hadji Ismael Malindatu Malang, had
regardless of the presence of legitimes (Charles’ share
helped their father in his business, then they were
in the estate).
more competent to be administrators of his estate.
PCIB argued that the law of Texas refers the matter
back to Philippine laws because Linnie was domiciled ISSUE:
outside Texas at the time of her death (applying
the renvoidoctrine). What law governs the succesional rights of Hadji
Abdul?
ISSUE: Whether or not Texas Law should apply?
HELD: The Supreme Court remanded the case back DECISION:
to the lower court. Both parties failed to adduce proof
as to the law of Texas. The Supreme Court held that Hadji Abdula died intestate on December 16,
1993. Thus, it is the Muslim Code which should
WILLS SUCCESSION CASE DIGESTS (ARTS. 783-795)

determine the identification of the heirs in the order parents at or about the time of the
of intestate succession and the respective shares of conception of the child.
the heirs.

Meanwhile, the status and capacity to succeed Art. 60. Children of subsequent marriage. --- Should
on the part of the individual parties who entered into the marriage be dissolved and the wife contracts
each and every marriage ceremony will depend upon another marriage after the expiration of her idda, the
the law in force at the time of the performance of the child born within six months from the dissolution of
marriage rite. the prior marriage shall be presumed to have been
conceived during the former marriage, and if born
The status and capacity to succeed of the thereafter, during the latter.
children will depend upon the law in force at the time
of conception or birth of the child. If the child was Art. 61. Pregnancy after dissolution. --- If, after the
conceived or born during the period covered by the dissolution of marriage, the wife believes that she is
governance of the Civil Code, the Civil Code pregnant by her former husband, she shall, within
provisions on the determination of the legitimacy or thirty days from the time she became aware of her
illegitimacy of the child would appear to be in pregnancy, notify the former husband or his heirs of
point. Thus, the Civil Code provides: that fact. The husband or his heirs may ask the court
to take measures to prevent a simulation of birth.
Art. 255. Children born after one hundred and eighty
days following the celebration of the marriage, and Upon determination of status and capacity to
before three hundred days following its dissolution or succeed based on the foregoing provisions, the
the separation of the spouses shall be presumed to provisions on legal succession in the Muslim Code will
be legitimate. apply. Under Article 110 of the said Code, the sharers
to an inheritance include:
Against this presumption no evidence shall be
admitted other than that of the physical impossibility (a) The husband, the wife;
of the husbands having access to his wife within the (b) The father, the mother, the
first one hundred and twenty days of the three grandfather, the grandmother;
hundred which preceded the birth of the child.
(c) The daughter and the sons daughter in
This physical impossibility may be caused: the direct line;

(d) The full sister, the consanguine sister,


(1) By the impotence of the the uterine sister and the uterine
husband; brother.
(2) By the fact that the husband When the wife survives with a legitimate child or
and wife were living separately, a child of the decedents son, she is entitled to one-
in such a way that access was eighth of the hereditary estate; in the absence of
not possible; such descendants, she shall inherit one-fourth of the
estate. The respective shares of the other sharers, as
(3) By the serious illness of the set out in Article 110 abovecited, are provided for in
husband. Articles 113 to 122 of P.D. 1083.

Art. 256. The child shall be presumed legitimate,


although the mother may have declared against its
23. LLORENTE vs. CA
legitimacy or may have been sentenced as an
GR 124371 Nov. 23,2000
adulteress.

Lorenzo Llorente and petitioner Paula Llorente were


If the child was conceived or born during the
period covered by the governance of the Muslim married in 1937 in the Philippines. Lorenzo was an
Code, i.e., from February 4, 1977 up to the death of enlisted serviceman of the US Navy. Soon after, he
Hadji Abdula on December 18, 1993, the Muslim Code left for the US where through naturalization, he
determines the legitimacy or illegitimacy of the became a US Citizen. Upon his visitation of his wife,
child. Under the Muslim Code: he discovered that she was living with his brother and
a child was born. The child was registered as
Art. 58. Legitimacy, how established. --- Legitimacy of legitimate but the name of the father was left blank.
filiation is established by the evidence of valid
Llorente filed a divorce in California, which later on
marriage between the father and the mother at the
time of the conception of the child. became final. He married Alicia and they lived
together for 25 years bringing 3 children. He made
Art. 59. Legitimate children. --- his last will and testament stating that all his
properties will be given to his second marriage. He
(1) Children conceived in lawful wedlock filed a petition of probate that made or appointed
shall be presumed to be Alicia his special administrator of his estate. Before
legitimate. Whoever claims illegitimacy the proceeding could be terminated, Lorenzo died.
of or impugns such filiation must prove Paula filed a letter of administration over Llorente’s
his allegation. estate. The trial granted the letter and denied the
(2) Children born after six months motion for reconsideration. An appeal was made to
following the consummation of the Court of Appeals, which affirmed and modified the
marriage or within two years after the judgment of the Trial Court that she be declared co-
dissolution of the marriage shall be owner of whatever properties, she and the deceased,
presumed to be legitimate. Against this may have acquired during their 25 years of
presumption no evidence shall be
cohabitation.
admitted other than that of physical
impossibility of access between the
ISSUE: Whether or not the National Law shall apply.
WILLS SUCCESSION CASE DIGESTS (ARTS. 783-795)

The trial court threw the will out, leaving Alice, and
RULING: her two children, Raul and Luz, with nothing.

Lorenzo Llorente was already an American citizen The Court of Appeals also disregarded the will. It
when he divorced Paula. Such was also the situation declared Alice entitled to one half (1/2) of whatever
property she and Lorenzo acquired during their
when he married Alicia and executed his will. As
cohabitation, applying Article 144 of the Civil Code of
stated in Article 15 of the civil code, aliens may obtain the Philippines.
divorces abroad, provided that they are validly
required in their National Law. Thus the divorce The hasty application of Philippine law and the
obtained by Llorente is valid because the law that complete disregard of the will, already probated as
governs him is not Philippine Law but his National duly executed in accordance with the formalities of
Law since the divorce was contracted after he Philippine law, is fatal, especially in light of the
became an American citizen. Furthermore, his factual and legal circumstances here obtaining.
National Law allowed divorce.

The case was remanded to the court of origin for


determination of the intrinsic validity of Lorenzo "Art. 17. The forms and solemnities of contracts,
Llorente’s will and determination of the parties’ wills, and other public instruments shall be governed
by the laws of the country in which they are
successional rights allowing proof of foreign law.
executed.

"When the acts referred to are executed before the


"Art. 15. Laws relating to family rights and duties, or diplomatic or consular officials of the Republic of the
to the status, condition and legal capacity of persons Philippines in a foreign country, the solemnities
are binding upon citizens of the Philippines, established by Philippine laws shall be observed in
even though living abroad. their execution."

"Art. 16. Real property as well as personal property is The clear intent of Lorenzo to bequeath his property
subject to the law of the country where it is situated. to his second wife and children by her is glaringly
shown in the will he executed. We do not wish to
"However, intestate and testamentary succession, frustrate his wishes, since he was a foreigner, not
both with respect to the order of succession and to covered by our laws on "family rights and duties,
the amount of successional rights and to the intrinsic status, condition and legal capacity."
validity of testamentary provisions, shall be
regulated by the national law of the person Whether the will is intrinsically valid and who shall
whose succession is under consideration, inherit from Lorenzo are issues best proved by foreign
whatever may be the nature of the property and law which must be pleaded and proved. Whether the
regardless of the country wherein said property may will was executed in accordance with the formalities
be found." required is answered by referring to Philippine law. In
fact, the will was duly probated.
True, foreign laws do not prove themselves in our
jurisdiction and our courts are not authorized to take As a guide however, the trial court should note that
judicial notice of them. Like any other fact, they must whatever public policy or good customs may be
be alleged and proved. involved in our system of legitimes, Congress did not
intend to extend the same to the succession of
While the substance of the foreign law was pleaded, foreign nationals. Congress specifically left the
the Court of Appeals did not admit the foreign law. amount of successional rights to the decedent's
The Court of Appeals and the trial court called to the national law.
fore the renvoi doctrine, where the case was "referred
back" to the law of the decedent’s domicile, in this Having thus ruled, we find it unnecessary to pass
case, Philippine law. upon the other issues raised.

We note that while the trial court stated that the law 24. DOROTHEO VS. CA
of New York was not sufficiently proven, in the same
breath it made the categorical, albeit equally
320 SCRA 12 Dec. 8, 1999
unproven statement that "American law follows the
‘domiciliary theory’ hence, Philippine law applies when
determining the validity of Lorenzo’s will. Aniceta Reyes died in 1969 without her estate being
settled. Thereafter, her husband Alejandro also died.
In 1977, Lourdes Dorotheo filed a special proceeding
First, there is no such thing as one American
for the probate of Alejandro’s last will and testament.
law. The "national law" indicated in Article 16 of the
The children of spouses filed their opposition. The
Civil Code cannot possibly apply to general American
RTC ruled that Lourdes being not the wife of
law. There is no such law governing the validity of
Alejandro the will is intrinsically void; the oppositors
testamentary provisions in the United States. Each
are the only heir entitled to the estate. Lourdes filed a
State of the union has its own law applicable to its
Motion for Consideration arguing that she
citizens and in force only within the State. It can
is entitled to some compensation since she took care
therefore refer to no other than the law of the State
of Alejandro prior to his death although they were not
of which the decedent was a resident. Second, there
legally married to each other. This was denied by the
is no showing that the application of
trial court. The CA dismissed her appeal for her failure
the renvoi doctrine is called for or required by New
to wile the same within the extended period.
York State law.

ISSUE: May a last will and testament admitted to


The trial court held that the will was intrinsically
probate but declared intrinsically void in an order that
invalid since it contained dispositions in favor of Alice,
has become final and executor still be given effect?
who in the trial court’s opinion was a mere paramour.
WILLS SUCCESSION CASE DIGESTS (ARTS. 783-795)

RULING: NO.

A final and executor decision or order can no longer


be disturbed or reopened no matter how erroneous it
may be.

The Supreme Court ruled that the will of Alejandro


was extrinsically valid but the intrinsic provisions
thereof are void. Alejandro gave all the property to
the concubine. Such is invalid because one cannot
dispose what he does not own. In this case, the
whole property is the conjugal property of Alejandro
and Aniceta. Such has become final and executor.
The only instance where a party interested in probate
proceeding may have a final liquidation set aside is
when he is left out by reason
of circumstances beyond his control or through
mistake or inadvertence not imputable to negligence
with circumstances do not concur herein.

*It should be noted that probate proceedings deals


generally with the extrinsic validity of the will sought
to be probated, particularly on three aspects:
ð whether the will submitted is
indeed, the decedent’s last will and
testament;
ð compliance with the prescribed
formalities for the execution of wills;
ð the testamentary capacity of the
testator;
ð and the due execution of the last
will and testament.

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, fraud, menace or undue influence and
that the will is genuine and not a forgery,that he was
of the proper testamentary age and that he is a
person not expressly prohibited by law from making a
will.

The intrinsic validity is another matter and questions


regarding the same may still be raised even after the
will has been authenticated. Thus, it does not
necessarily follow that an extrinsically valid last will
and testament is always intrinsically valid. Even if the
will was validly executed, if the testator provides for
dispositions that deprives or impairs the lawful heirs
of their legitime or rightful inheritance according to
the laws on succession,the unlawful
provisions/dispositions thereof cannot be given
effect.

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