Académique Documents
Professionnel Documents
Culture Documents
783-795)
1. !MONTINOLA v HERBOSA CA REP 2ND the controlling factor and may override any defect in
377 CAPISTRANO; form.
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)
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.
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
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.
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.
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.
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.
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;
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.
"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.
RULING: NO.