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The records show that Fr. Celestino The Court of First Instance, as previously
Rodriguez died on February 12, 1963 in stated denied the motion to dismiss on the
the City of Manila; that on March 4, ground that a difference of a few hours did not
1963, Apolonia Pangilinan and Adelaida entitle one proceeding to preference over the
Jacalan delivered to the Clerk of Court other; that, as early as March 7, movants were
of Bulacan a purported last will and aware of the existence of the purported will of
testament of Fr. Rodriguez; that on Father Rodriguez, deposited in the Court of
March 8, 1963, Maria Rodriguez and Bulacan, since they filed a petition to examine
Angela Rodriguez, through counsel filed the same, and that movants clearly filed the
a petition for leave of court to allow them intestate proceedings in Rizal "for no other
to examine the alleged will; that on purpose than to prevent this Court (of Bulacan)
March 11, 1963 before the Court could from exercising jurisdiction over the probate
act on the petition, the same was proceedings". Reconsideration having been
withdrawn; that on March 12, 1963, denied, movants, now petitioners, came to this
1
aforementioned petitioners filed before Court, relying principally on Rule 73, section 1
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of the Rules of Court, and invoking our ruling The use of the disjunctive in the words "when a
in Ongsingco vs. Tan and De Borja, L-7792, will is delivered to OR a petition for the
July 27, 1955. allowance of a will is filed" plainly indicates that
the court may act upon the mere deposit
SECTION 1. Where estate of deceased therein of a decedent's testament, even if no
persons settled. — If the decedent is an petition for its allowance is as yet filed. Where
inhabitant of the Philippines at the time the petition for probate is made after the
of his death, whether a citizen or an deposit of the will, the petition is deemed to
alien, his will shall be proved, or letters relate back to the time when the will was
of administration granted, and his estate delivered. Since the testament of Fr. Rodriguez
settled, in the Court of First Instance in was submitted and delivered to the Court of
the province in which he resides at the Bulacan on March 4, while petitioners initiated
time of his death, and if he is an intestate proceedings in the Court of First
inhabitant of a foreign country, the Court Instance of Rizal only on March 12, eight days
of First Instance of any province which later, the precedence and exclusive jurisdiction
he had estate. The court first taking of the Bulacan court is
cognizance of the settlement of the incontestable.1äwphï1.ñët
estate of a decedent, shall exercise
jurisdiction to the exclusion of all other But, petitioners object, section 3 of revised
courts. The jurisdiction assumed by a Rule 76 (old Rule 77) speaks of a will being
court, as far as it depends on the place delivered to "the Court having jurisdiction," and
of residence of the decedent, or of the in the case at bar the Bulacan court did not
location of his estate, shall not be have it because the decedent was domiciled in
contested in a suit or proceeding, except Rizal province. We can not disregard Fr.
in an appeal from that court, in the Rodriguez's 33 years of residence as parish
original case, or when the want of priest in Hagonoy, Bulacan (1930-1963); but
jurisdiction appears on the record. even if we do so, and consider that he retained
throughout some animus revertendi to the
We find this recourse to be untenable. The place of his birth in Parañaque, Rizal, that
jurisdiction of the Court of First Instance of detail would not imply that the Bulacan court
Bulacan became vested upon the delivery lacked jurisdiction. As ruled in previous
thereto of the will of the late Father Rodriguez decisions, the power to settle decedents'
on March 4, 1963, even if no petition for its estates is conferred by law upon all courts of
allowance was filed until later, because upon first instance, and the domicile of the testator
the will being deposited the court could, motu only affects the venue but not the jurisdiction of
proprio, have taken steps to fix the time and the Court (In re Kaw Singco, 74 Phil. 239;
place for proving the will, and issued the Reyes vs. Diaz, 73 Phil. 484; Bernabe vs.
corresponding notices conformably to what is Vergara, 73 Phil. 676). Neither party denies
prescribed by section 3, Rule 76, of the that the late Fr. Rodriguez is deceased, or that
Revised Rules of Court (Section 3, Rule 77, of he left personal property in Hagonoy, province
the old Rules): of Bulacan (t.s.n. p. 46, hearing of June 11,
1963, Annex "H", Petition, Rec., p. 48). That is
SEC. 3. Court to appoint time for sufficient in the case before us.
proving will. Notice thereof to be
published. — When a will is delivered to, In the Kaw Singco case (ante) this Court ruled
or a petition for the allowance of a will is that:
filed in, the Court having jurisdiction,
such Court shall fix a time and place for "... If we consider such question of
proving the will when all concerned may residence as one affecting the
appear to contest the allowance thereof, jurisdiction of the trial court over the
and shall cause notice of such time and subject-matter, the effect shall be that
place to be published three (3) weeks the whole proceedings including all
successively, previous to the time decisions on the different incidents
appointed, in a newspaper of general which have arisen in court will have to
circulation in the province. be annulled and the same case will
have to be commenced anew before
But no newspaper publication shall be another court of the same rank in
made where the petition for probate has another province. That this is of
been filed by the testator himself. mischievous effect in the prompt
administration of justice is too obvious to
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distributed in the manner set forth in that part Leodegaria Julian and requesting authority to
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proceed by intestate estate proceeding." In that lower court denied the motion in its order of
motion Montaña claimed to be the lawyer not June 29, 1974. It clarified that it declared the
only of the petitioner but also of Felix Balanay, will void on the basis of its own independent
Sr., Beatriz B. Solamo, Carolina B. Manguiob assessment of its provisions and not because
and Emilia B. Pabaonon. of Atty. Montaña's arguments.
Montaña in his motion assailed the provision of The basic issue is whether the probate court
the will which partitioned the conjugal assets or erred in passing upon the intrinsic validity of
allegedly effected a compromise of future the will, before ruling on its allowance or formal
legitimes. He prayed that the probate of the will validity, and in declaring it void.
be withdrawn and that the proceeding be
converted into an intestate proceeding. In We are of the opinion that in view of certain
another motion of the same date he asked that unusual provisions of the will, which are of
the corresponding notice to creditors be dubious legality, and because of the motion to
issued. withdraw the petition for probate (which the
lower court assumed to have been filed with
Avelina B. Antonio and Delia B. Lanaban, the petitioner's authorization), the trial court
through Atty. Jose B. Guyo, in their comments acted correctly in passing upon the will's
dated October 15, 1973 manifested their intrinsic validity even before its formal validity
conformity with the motion for the issuance of a had been established. The probate of a will
notice to creditors. They prayed that the will be might become an idle ceremony if on its face it
declared void for being contrary to law and that appears to be intrinsically void. Where practical
an intestacy be declared. considerations demand that the intrinsic validity
of the will be passed upon, even before it is
The lower court, acting on the motions of Atty. probated, the court should meet the issue
Montaña, assumed that the issuance of a (Nuguid vs. Nuguid, 64 O.G. 1527, 17 SCRA
notice to creditors was in order since the 449. Compare with Sumilang vs. Ramagosa, L-
parties had agreed on that point. It adopted the 23135, December 26, 1967, 21 SCRA 1369;
view of Attys. Montaña and Guyo that the will Cacho vs. Udan, L-19996, April 30, 1965, 13
was void. So, in its order of February 28, 1974 SCRA 693).1äwphï1.ñët
it dismissed the petition for the probate,
converted the testate proceeding into an But the probate court erred in declaring, in its
intestate proceeding, ordered the issuance of a order of February 28, 1974 that the will was
notice to creditors and set the intestate void and in converting the testate proceeding
proceeding for hearing on April 1 and 2, 1974. into an intestate proceeding notwithstanding
The lower court did not abrogate its prior the fact that in its order of June 18, 1973 , it
orders of June 18 and October 15, 1973. The gave effect to the surviving husband's
notice to creditors was issued on April 1, 1974 conformity to the will and to his renunciation of
and published on May 2, 9 and 16 in the Davao his hereditary rights which presumably
Star in spite of petitioner's motion of April 17, included his one-half share of the conjugal
1974 that its publication be held in abeyance. estate.
Felix Balanay, Jr., through a new counsel, The rule is that "the invalidity of one of several
Roberto M. Sarenas, in a verified motion dated dispositions contained in a will does not result
April 15, 1974, asked for the reconsideration of in the invalidity of the other dispositions, unless
the lower court's order of February 28, 1974 on it is to be presumed that the testator would not
the ground that Atty. Montaña had no authority have made such other dispositions if the first
to withdraw the petition for the allowance of the invalid disposition had not been made" (Art.
will. Attached to the motion was a copy of a 792, Civil Code). "Where some of the
letter dated March 27, 1974 addressed to Atty. provisions of a will are valid and others invalid,
Montaña and signed by Felix Balanay, Jr., the valid parts will be upheld if they can be
Beatriz V. Solamo, Carolina B. Manguiob and separated from the invalid without defeating
Emilia B. Pabaonon, wherein they terminated the intention of the testator or interfering with
Montaña's services and informed him that his the general testamentary scheme, or doing
withdrawal of the petition for the probate of the injustice to the beneficiaries" (95 C.J.S. 873).
will was without their consent and was contrary
to their repeated reminder to him that their The statement of the testatrix that she owned
mother's will was "very sacred" to them. the "southern half of the conjugal lands is
contrary to law because, although she was a
Avelina B. Antonio and Delia B. Lanaban coowner thereof, her share was inchoate
6
opposed the motion for reconsideration. The and proindiviso (Art. 143, Civil Code; Madrigal
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and Paterno vs. Rafferty and Concepcion, 38 and the partition therein may be given effect if
Phil. 414). But That illegal declaration does not it does not prejudice the creditors and impair
nullify the entire will. It may be disregarded. the legitimes. The distribution and partition
would become effective upon the death of Felix
The provision of the will that the properties of Balanay, Sr. In the meantime, the net income
the testatrix should not be divided among her should be equitably divided among the children
heirs during her husband's lifetime but should and the surviving spouse.
be kept intact and that the legitimes should be
paid in cash is contrary to article 1080 of the It should be stressed that by reason of the
Civil Code which reads: surviving husband's conformity to his wife's will
and his renunciation of his hereditary rights, his
ART. 1080. Should a person one-half conjugal share became a part of his
make a partition of his estate by deceased wife's estate. His conformity had the
an act inter vivos, or by will, such effect of validating the partition made in
partition shall be respected, paragraph V of the will without prejudice, of
insofar as it does not prejudice course, to the rights of the creditors and the
the legitime of the compulsory legitimes of the compulsory heirs.
heirs.
Article 793 of the Civil Code provides that
A parent who, in the interest of "property acquired after the making of a will
his or her family, to keep any shall only pass thereby, as if the testator had it
agricultural, industrial, or at the time of making the will, should it
manufacturing enterprise intact, expressly appear by the will that such was his
may avail himself of the right intention". Under article 930 of the Civil Code
granted him in this article, by "the legacy or devise of a thing belonging to
ordering that the legitime of the another person is void, if the testator
other children to whom the erroneously believed that the thing pertained to
property is not assigned be paid him. But if the thing bequeathed, though not
in cash. (1056a) belonging to the testator when he made the
will, afterwards becomes his, by whatever title,
The testatrix in her will made a partition of the the disposition shall take effect."
entire conjugal estate among her six children
(her husband had renounced his hereditary In the instant case there is no doubt that the
rights and his one-half conjugal share). She did testatrix and her husband intended to partition
not assign the whole estate to one or more the conjugal estate in the manner set forth in
children as envisaged in article 1080. Hence, paragraph V of her will. It is true that she could
she had no right to require that the legitimes be dispose of by will only her half of the conjugal
paid in cash. On the other hand, her estate estate (Art. 170, Civil Code) but since the
may remain undivided only for a period of husband, after the dissolution of the conjugal
twenty years. So, the provision that the estate partnership, had assented to her testamentary
should not be divided during her husband's partition of the conjugal estate, such partition
lifetime would at most be effective only for has become valid, assuming that the will may
twenty years from the date of her death unless be probated.
there are compelling reasons for terminating
the coownership (Art. 1083, Civil Code). The instant case is different from
the Nuguid case, supra, where the testatrix
Felix Balanay, Sr. could validly renounce his instituted as heir her sister and preterited her
hereditary rights and his one-half share of the parents. Her will was intrinsically void because
conjugal partnership (Arts. 179[1] and 1041, it preterited her compulsory heirs in the direct
Civil Code) but insofar as said renunciation line. Article 854 of the Civil Code provides that
partakes of a donation of his hereditary rights "the preterition or omission of one, some, or all
and his one-half share in the conjugal estate of the compulsory heirs in the direct line,
(Art. 1060[1] Civil Code), it should be subject to whether living at the time of the execution of
the limitations prescribed in articles 750 and the will or born after the death of the testator,
752 of the Civil Code. A portion of the estate shall annul the institution of heir; but the
should be adjudicated to the widower for his devises and legacies, shall be valid insofar as
support and maintenance. Or at least his they are not inofficious." Since the preterition of
legitime should be respected. the parents annulled the institution of the sister
of the testatrix and there were no legacies and
Subject to the foregoing observations and the devises, total intestacy resulted (.Art. 960[2],
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rights which I shall set forth Marlina shall die, lastly should the
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buyer, lessee or the mortgagee of Coscolluela y Belleza from sugar
this lot, not have respected my crop years 1985 up to the filing of
command in this my addition the complaint as mandated by
(Codicil), Maria Marlina the Codicil, despite repeated
Coscolluela y Belleza, shall demands for compliance.
immediately seize this Lot No.
1392 from my heir and the latter's 3. The banks failed to comply
heirs, and shall turn it over to my with the 6th paragraph of the
near desendants, (sic) and the Codicil which provided that in
latter shall then have the case of the sale, lease, or
obligation to give the ONE mortgage of the property, the
HUNDRED (100) piculs of sugar buyer, lessee, or mortgagee shall
until Maria Marlina shall die. I likewise have the obligation to
further command in this my deliver 100 piculs of sugar per
addition (Codicil) that my heir and crop year to herein private
his heirs of this Lot No. 1392, that respondent.
they will obey and follow that
should they decide to sell, lease, The plaintiff then prayed that judgment
mortgage, they cannot negotiate be rendered ordering defendant-heirs to
with others than my near reconvey/return-Lot No. 1392 to the
descendants and my sister."[4] surviving heirs of the late Aleja Belleza,
the cancellation of TCT No. 44498 in the
Pursuant to the same Codicil, Lot No. name of the deceased, Dr. Jorge
1392 was transferred to the deceased, Rabadilla, and the issuance of a new
Dr. Jorge Rabadilla, and Transfer certificate of title in the names of the
Certificate of Title No. 44498 thereto surviving heirs of the late Aleja Belleza.
issued in his name.
On February 26, 1990, the defendant-
Dr. Jorge Rabadilla died in 1983 and heirs were declared in default but on
was survived by his wife Rufina and March 28, 1990 the Order of Default
children Johnny (petitioner), Aurora, was lifted, with respect to defendant
Ofelia and Zenaida, all surnamed Johnny S. Rabadilla, who filed his
Rabadilla. Answer, accordingly.
On August 21, 1989, Maria Marlena During the pre-trial, the parties admitted
Coscolluela y Belleza Villacarlos that:
brought a complaint, docketed as Civil
Case No. 5588, before Branch 52 of the On November 15, 1998, the
Regional Trial Court in Bacolod City, plaintiff (private respondent) and a
against the above-mentioned heirs of certain Alan Azurin, son-in-law of the
Dr. Jorge Rabadilla, to enforce the herein petitioner who was lessee of the
provisions of subject Codicil. The property and acting as attorney-in-fact of
Complaint alleged that the defendant- defendant-heirs, arrived at an amicable
heirs violated the conditions of the settlement and entered into a
Codicil, in that: Memorandum of Agreement on the
obligation to deliver one hundred piculs
1. Lot No. 1392 was mortgaged of sugar, to the following effect:
to the Philippine National Bank
and the Republic Planters Bank "That for crop year 1988-89, the
in disregard of the testatrix's annuity mentioned in Entry No.
specific instruction to sell, lease, 49074 of TCT No. 44489 will be
or mortgage only to the near delivered not later than January
descendants and sister of the of 1989, more specifically, to wit:
testatrix.
75 piculs of 'A'
2. Defendant-heirs failed to sugar, and 25 piculs
comply with their obligation to of 'B' sugar, or then
deliver one hundred (100) piculs existing in any of
of sugar (75 piculs export sugar our names, Mary
10
died single and without issue, there can of the estate of the decedent; corollarily,
be no valid substitution and such the obligations imposed by the Codicil
Page
on the deceased Dr. Jorge Rabadilla, predecease or renunciation.[14] In the
were likewise transmitted to his case under consideration, the provisions
compulsory heirs upon his death. of subject Codicil do not provide that
should Dr. Jorge Rabadilla default due
In the said Codicil, testatrix Aleja to predecease, incapacity or
Belleza devised Lot No. 1392 to Dr. renunciation, the testatrix's near
Jorge Rabadilla, subject to the condition descendants would substitute him. What
that the usufruct thereof would be the Codicil provides is that, should Dr.
delivered to the herein private Jorge Rabadilla or his heirs not fulfill the
respondent every year. Upon the death conditions imposed in the Codicil, the
of Dr. Jorge Rabadilla, his compulsory property referred to shall be seized and
heirs succeeded to his rights and title turned over to the testatrix's near
over the said property, and they also descendants.
assumed his (decedent's) obligation to
deliver the fruits of the lot involved to Neither is there a fideicommissary
herein private respondent. Such substitution here and on this point,
obligation of the instituted heir petitioner is correct. In a
reciprocally corresponds to the right of fideicommissary substitution, the first
private respondent over the usufruct, the heir is strictly mandated to preserve
fulfillment or performance of which is the property and to transmit the same
now being demanded by the latter later to the second heir.[15] In the case
through the institution of the case at bar. under consideration, the instituted heir is
Therefore, private respondent has a in fact allowed under the Codicil to
cause of action against petitioner and alienate the property provided the
the trial court erred in dismissing the negotiation is with the near descendants
complaint below. or the sister of the testatrix. Thus, a very
important element of a fideicommissary
Petitioner also theorizes that Article 882 substitution is lacking; the obligation
of the New Civil Code on modal clearly imposing upon the first heir the
institutions is not applicable because preservation of the property and its
what the testatrix intended was a transmission to the second heir.
substitution - Dr. Jorge Rabadilla was to "Without this obligation to preserve
be substituted by the testatrix's near clearly imposed by the testator in his
descendants should there be will, there is no fideicommissary
noncompliance with the obligation to substitution."[16] Also, the near
deliver the piculs of sugar to private descendants' right to inherit from the
respondent. testatrix is not definite. The property will
only pass to them should Dr. Jorge
Again, the contention is without merit. Rabadilla or his heirs not fulfill the
obligation to deliver part of the usufruct
Substitution is the designation by the to private respondent.
testator of a person or persons to take
the place of the heir or heirs first Another important element of a
instituted. Under substitutions in fideicommissary substitution is also
general, the testator may either (1) missing here. Under Article 863, the
provide for the designation of another second heir or the fideicommissary to
heir to whom the property shall pass in whom the property is transmitted must
case the original heir should die before not be beyond one degree from the first
him/her, renounce the inheritance or be heir or the fiduciary. A fideicommissary
incapacitated to inherit, as in a simple substitution is therefore, void if the first
substitution,[12] or (2) leave his/her heir is not related by first degree to the
property to one person with the express second heir.[17] In the case under
charge that it be transmitted scrutiny, the near descendants are not
subsequently to another or others, as in at all related to the instituted heir, Dr.
a fideicommissary substitution.[13] The Jorge Rabadilla.
Codicil sued upon contemplates neither
of the two. The Court of Appeals erred not in ruling
that the institution of Dr. Jorge Rabadilla
In simple substitutions, the second heir under subject Codicil is in the nature of
13
takes the inheritance in default of the a modal institution and therefore, Article
first heir by reason of incapacity, 882 of the New Civil Code is the
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provision of law in point. Articles 882 his successors-in-interest to deliver one
and 883 of the New Civil Code provide: hundred piculs of sugar to the herein
private respondent, Marlena Coscolluela
Art. 882. The statement of the Belleza, during the lifetime of the latter.
object of the institution or the However, the testatrix did not make Dr.
application of the property left by Jorge Rabadilla's inheritance and the
the testator, or the charge effectivity of his institution as a devisee,
imposed on him, shall not be dependent on the performance of the
considered as a condition unless said obligation. It is clear, though, that
it appears that such was his should the obligation be not complied
intention. with, the property shall be turned over to
the testatrix's near descendants. The
That which has been left in this manner of institution of Dr. Jorge
manner may be claimed at once Rabadilla under subject Codicil is
provided that the instituted heir or evidently modal in nature because it
his heirs give security for imposes a charge upon the instituted
compliance with the wishes of the heir without, however, affecting the
testator and for the return of efficacy of such institution.
anything he or they may receive,
together with its fruits and Then too, since testamentary
interests, if he or they should dispositions are generally acts of
disregard this obligation. liberality, an obligation imposed upon
the heir should not be considered a
Art. 883. When without the fault condition unless it clearly appears from
of the heir, an institution referred the Will itself that such was the intention
to in the preceding article cannot of the testator. In case of doubt, the
take effect in the exact manner institution should be considered as
stated by the testator, it shall be modal and not conditional.[22]
complied with in a manner most
analogous to and in conformity Neither is there tenability in the other
with his wishes. contention of petitioner that the private
respondent has only a right of usufruct
The institution of an heir in the manner but not the right to seize the property
prescribed in Article 882 is what is itself from the instituted heir because the
known in the law of succession as right to seize was expressly limited to
an institucion sub modo or a modal violations by the buyer, lessee or
institution. In a modal institution, the mortgagee.
testator states (1) the object of the
institution, (2) the purpose or application In the interpretation of Wills, when an
of the property left by the testator, or (3) uncertainty arises on the face of the
the charge imposed by the testator upon Will, as to the application of any of its
the heir.[18] A "mode" imposes an provisions, the testator's intention is to
obligation upon the heir or legatee but it be ascertained from the words of the
does not affect the efficacy of his rights Will, taking into consideration the
to the succession.[19] On the other hand, circumstances under which it was
in a conditional testamentary made.[23] Such construction as will
disposition, the condition must happen sustain and uphold the Will in all its
or be fulfilled in order for the heir to be parts must be adopted.[24]
entitled to succeed the testator. The
condition suspends but does not Subject Codicil provides that the
obligate; and the mode obligates but instituted heir is under obligation to
does not suspend.[20] To some extent, it deliver One Hundred (100) piculs of
is similar to a resolutory condition.[21] sugar yearly to Marlena Belleza
Coscuella. Such obligation is imposed
From the provisions of the Codicil on the instituted heir, Dr. Jorge
litigated upon, it can be gleaned Rabadilla, his heirs, and their buyer,
unerringly that the testatrix intended that lessee, or mortgagee should they sell,
subject property be inherited by Dr. lease, mortgage or otherwise negotiate
Jorge Rabadilla. It is likewise clearly the property involved. The Codicil
14
worded that the testatrix imposed an further provides that in the event that the
obligation on the said instituted heir and obligation to deliver the sugar is not
Page
respected, Marlena Belleza Coscuella
shall seize the property and turn it over
to the testatrix's near descendants. The
non-performance of the said obligation
is thus with the sanction of seizure of
the property and reversion thereof to the
testatrix's near descendants. Since the
said obligation is clearly imposed by the
testatrix, not only on the instituted heir
but also on his successors-in-interest,
the sanction imposed by the testatrix in
case of non-fulfillment of said obligation
should equally apply to the instituted
heir and his successors-in-interest.
SO ORDERED.
15
Page
TESTATE estate of Carlos Gil, deceased. 4. Nombro como albacea de mis bienes
ISABEL HERREROS VDA. DE despues de mi fallecimiento al Dr.
GIL, administratrix-appellee, Galicano Coronel a quien tengo
vs. absoluta confianza, con relevacion de
PILAR GIL VDA. DE MURCIANO, oppositor- fianza;
appellant.
En testimonio de todo lo cual, firmo este
Eligio C. Lagman for appellant. mi testamento y en el margen izquierdo
Reyes, Albert and Agcaoili for appellee. de cada una de sus dos paginas, utiles
con la clausula de atestiguamiento en
JUGO, J.: presencia de los testigos, quienes a su
vez firmaron cada una de dichas
The Court of First Instance of Manila admitted paginas y la clausula de
to probate the alleged will and testament of the atestiguamiento en mi presencia cada
deceased Carlos Gil. The oppositor Pilar Gil uno de ellos con la de los demas, hoy
Vda. de Murciano appealed to this Court, en Porac, Pampanga, I. F., el dia 27 de
raising only question of law. Her counsel Mayo de mil novecientos treinta y
assigns the two following alleged errors: nueve.
The alleged will read as follows: Nosotros los que suscribimos, todos
mayores de edad, certificamos: que el
Primera Pagina (1) testamento que precede este escrito en
la lengua castellana que conoce la
EN EL NOMBRE DE DIOS, AMEN testadora, compuesto de dos paginas
utiles con la clausula de atestiguamiento
Yo, Carlos Gil, de 66 años de edad, paginadas correlativamente en letras y
residente de Porac, Pampanga, I. F., numeros en la parte superior de la
hallandome sano y en pleno goce de casilla, asi como todas las hojas del
mis facultades intelectuales, libre y mismo, en nuestra presencia y que
expontaneamente, sin violencia, cada uno de nosotros hemos
coaccion, dolo o influencia ilegal de atestiguado y firmado dicho documento
persona extraña, otorgo y ordeno este y todas las hojas del mismo en
mi testamento y ultima voluntad en presencia del testador y en la de cada
castellano, idioma que poseo y uno de nosotros.
entiendo, de la manera siguiente:
(Fdo.) ALFREDO T. RIVERA
1. Declaro que durante mi matrimonio
con mi esposa la hoy Isabel Herreros no (Fdo.) RAMON MENDIOLA
tuvimos hijos;
(Fdo.) MARIANO OMAÑA
2. Declaro que tengo propiedades
situadas en Manila y en la Provincia de
Regarding the correctness and accuracy of the
Pampanga;
above-copied alleged will, the court below said:
3. Doy y adjudico a mi querida esposa
. . . The only copy available is a printed
Isabel Herretos todos mis bienes ya que
form contained in the record appeal in
muebles e inmuebles situados en
case G.R. No. L-254, entitled "Testate
Manila y en Pampanga, bajo la
Estate of Carlos Gil; Isabel Herreros
condicion de que cuando esta muera y
Vda. de Gil, petitioner and
si hayan bienes remanentes heredadas
appellant vs. Roberto Toledo y Gil,
por ella de mi, que dichos bienes
16
Carlos Worrel.
copy of the will. (P. 10, Record on execution of a will with greater guarantees and
Appeal). solemnities. Could we, in view of this, hold that
the court can cure alleged deficiencies by
The appeal being only on questions of law the inferences, implications,
above finding of the court below cannot be and internal circumstantial evidence? Even in
disputed. The conclusions of law reached by ordinary cases the law requires certain
said court are based on it. Moreover, the requisities for the conclusiveness of
finding is correctly based on the evidence of circumstantial evidence.
record. The parties agreed that said copy is
true and correct. If it were otherwise, they It is contended that the deficiency in the
would not have so agreed, considering that the attestation clause is cured by the last
defect is of an essential character and is fatal paragraph of the body of the alleged will, which
to the validity of the attestation clause. we have quoted above. At first glance, it is
queer that the alleged testator should have
It will be noted that the attestation clause made an attestation clause, which is the
above quoted does not state that the alleged function of the witness. But the important point
testor signed the will. It declares only that it is that he attests or certifies his own signature,
was signed by the witnesses. This is a fatal or, to be accurate, his signature certifies itself.
defect, for the precise purpose of the It is evident that one cannot certify his own
attestation clause is to certify that the testator signature, for it does not increase the evidence
signed the will, this being the most essential of its authenticity. It would be like lifting one's
element of the clause. Without it there is no self by his own bootstraps. Consequently, the
attestation at all. It is said that the court may last paragraph of the will cannot cure in any
correct a mere clerical error. This is too much way the fatal defect of the attestation clause of
of a clerical error for it effects the very essence the witnesses. Adding zero to an insufficient
of the clause. Alleged errors may be amount does not make it sufficient.
overlooked or correct only in matters of form
which do not affect the substance of the It is said that the rules of statutory construction
statement. are applicable to documents and wills. This is
true, but said rules apply to the body of the will,
It is claimed that the correction may be made containing the testamentary provisions, but not
by inference. If we cure a deficiency by means to the attestation clause, which must be so
of inferences, when are we going to stop clear that it should not require any
making inferences to supply fatal deficiencies construction.
in wills? Where are we to draw the line?
Following that procedure we would be making The parties have cited pro and con several
interpolations by inferences, implication, and decisions of the Supreme Court, some of which
even by internalcircumtantial evidence. This are said to be rather strict and others liberal, in
would be done in the face of the clear, the interpretation of section 618 of Act No. 190,
uniquivocal, language of the statute as to how as amended by Act No. 2645.
the attestation clause should be made. It is to
be supposed that the drafter of the alleged will In the case of Gumban vs. Gorecho (50 Phil.,
read the clear words of the statute when he 30, 31), the court had the following to say:
prepared it. For the court to supply alleged
deficiencies would be against the evident 1. WILLS; ALLOWANCE OR
policy of the law. Section 618 of Act No. 190, DISALLOWANCE; SECTIONS 618 AND
before it was amended, contained the following 634 OF THE CODE OF CIVIL
provision: PROCEDURE CONSTRUED. — The
right to dispose of the property by will is
. . . But the absence of such form of governed entirely by statute. The law is
attestation shall not render the will here found in section 618 of the Code of
invalid if it proven that the will was in Civil Procedure, as amended. The law
fact signed and attested as in this not alone carefully makes use of the
section provided. imperative, but cautiously goes further
and makes use of the negative, to
However, Act No. 2645 of the Philippine enforce legislative intention.
Legislature, passed on July 1, 1916, besides
increasing the contents of the attestation 2. ID.; ID.; ATTESTATION. — The
clause, entirely suppressed the above-quoted Philippine authorities relating to the
17
provision. This would show that the purpose of attestation clause to wills reviewed. The
the amending act was to surround the cases of Saño vs. Quintana ([1925], 48
Page
Phil., 506), and Nayve vs. Mojal and 1. WILLS; ATTESTATION CLAUSE;
Aguilar ([1924], 47 Phil., 152), EVIDENCE TO SUPPLY DEFECTS OF.
particularly compared. The decision in In — The attestation clause must be made
re Will of Quintana, supra, adopted and in strict conformity with the requirements
reaffirmed. The decision in Nayve vs. of section 618 of Act No. 190, as
Mojal and Aguilar, supra, modified. amended. Where said clause fails to
show on its face a full compliance with
3. ID.; ID.; ID.; ID. — The portion of those requirements, the defect
section 618 of the Code of Civil constitutes sufficient ground for the
Procedure, as amended, which provides disallowance of the will. (Sano vs.
that "The attestation clause shall state Quintana, 48 Phil., 506; Gumban vs.
the number of sheets or pages used, Gorecho, 50 Phil., 30). Evidence aliunde
upon which the will is written, and the should not be admitted to establish facts
fact that the testator signed the will and not appearing on the attestation clause,
every page thereof, or caused some and where said evidence has been
other person to write his name, under admitted it should not be given the effect
his express direction, in the presence of intended. (Uy Coque vs. Navas L.
three witnesses, and the latter Sioca, 43 Phil., 405, 409.).
witnessed and signed the will and all
pages thereof in the presence of the 2. ID.; ID.; INTERPRETATION OF
testator and of each other" applied and SECTION 618 OF ACT NO. 190, AS
enforced. AMENDED. — Section 618 of Act No.
190, as amended, should be given a
4. ID.; ID.; ID.; ID. — An attestation strict interpretation in order to give effect
clause which does not recite that the to the intention of the Legislature.
witnesses signed the will and each and Statutes prescribing formalities to be
every page thereof on the left margin in observed in the execution of wills are
the presence of the testator is defective, very strictly construed. Courts cannot
and such a defect annuls the will. supply the defensive execution of will.
(Sano vs. Quintana, supra.) (40 Cyc., p. 1079; Uy Coque vs. Navas
L. Sioca, supra.)
In the subsequent case of Quinto vs.
Morata (54 Phil., 481, 482), Judge Manuel V. It is true that in subsequent decisions, the court
Moran, now Chief Justice of the Supreme has somewhat relaxed the doctrine of
Court, in his decision made the following the Gumban vs. Gorchocase, supra, but not to
pronouncement: the extent of validating an attestation clause
similar to that involved herein.
. . . En la clausula de atestiguamiento
del testamento en cuestion, se hace In the case of Aldaba vs. Roque (43 Phil., 378),
constar que los testadores firmaron el the testatrix signed the attestation clause which
testamento en presencia de los tres was complete, and it was also signed by the
testigos instrumentales y que estos two attesting witnesses. For this reason, the
firmaron el testamento los unos en court said:
presencia de los otros, pero no se hace
constar que dichos testigos firmaron el In reality, it appears that it is the testatrix
testamento enpresencia de los who makes the declaration about the
testadores, ni que estos y aquellos points contained in the above described
firmaron todas y cada una de las paragraph; however, as the witnesses,
paginas del testamento los primeros en together with the testatrix, have signed
presencia de los segundos y vice-versa. the said declaration, we are of the
opinion and so hold that the words
En su virtud, se deniega la solicitud en above quoted of the testament
la que se pide la legalizacion del constitute a sufficient compliance with
alegado testamento Exhibit A de the requirements of section 1 of Act No.
Gregorio Pueblo y Carmen Quinto, y se 2645 which provides that: . . . (p.
declara que Gregorio Pueblo murio 381,supra.)
intestado.
The attestation clause involved herein is very
The Supreme Court fully affirmed the decision, different.
18
Suscrito y declarado por el testador In the case of Rallos vs. Rallos (44 Off. Gaz.,
Valerio Leynez, como su ultima voluntad 4938, 4940, No. 12, October 23, 1947),
y testamento en presencia de todos y decided by the Court of Appeals, the
cada uno de nosotros, y a ruego de attestation clause (translated in Spanish) reads
dicho testador, firmamos el presente as follows:
cada uno en presencia de los otros, o
de los demas y de la del mismo Nosotros, los testigos, certificamos que
testsador, Valerio Leynez. El testamento este que hemos firmado es el
19
This is an appeal from the Court of Appeals It must be admitted that the attestation clause
which affirmed an order of the Court of First was very poor drawn, its language exceedingly
Instance of Zambales denying the probate of ungrammatical to the point of being difficult to
the last will and testament and understand; but from a close examination of
so-called codicil, identified as Exhibits A and B, the whole context in relation to its purpose the
of Pilar Montealegre, deceased. The testatrix implication seems clear that the testatrix
was survived by the husband and collateral signed in the presence of the witnesses.
relatives, some of whom, along with the Considering that the witnesses' only business
husband, were disinherited in Exhibit B for the at hand was to sign and attest to the testatrix's
reasons set forth therein. signing of the document, and that the only
actors of the proceeding were the maker and
The opposition to Exhibit A was predicated on the witnesses acting and speaking collectively
alleged defects of the attestation clause. and in the first person, the phrase "in our
Written in the local dialect known to the presence," used as it was in connection with
testatrix, the attestation clause, as translated the process of signing, can not imply anything
into English in the record on appeal, reads: but the testatrix signed before them. No other
inference is possible. The prepositional phrase
The foregoing instrument consisting of "in our presence" denotes an active verb and
three pages, on the date above- the verb a subject. The verb could not be other
mentioned, was executed, signed and than signed and the subject no other than the
published by testatrix Pilar Montealegre testatrix.
and she declared that the said
instrument is her last will and testament; The use of the word "also" is no less
that in our presence and also in the very enlightening. It denotes that, as each of the
presence of the said testatrix as likewise witnesses sign in the presence of the testatrix
in the presence of two witnesses and and of one another, so the testatrix sign in
the testatrix each of us three witnesses similar or like manner — in their presence.
signed this a testament.
In consonance with the principle of the liberal
The opponent objected that this clause did not interpretation, adhered to in numerous later
estate that the tetratrix and the witnesses had decision of this Court and affirmed and
signed each and every page of the will or that translated into inactment in the new Civil Code
she had signed the instrument in the presence (Article 827), we are constrained to hold the
of the witnesses. The Appellate Court attestation clause under consideration
dismissed the first objection, finding that sufficient and valid.
"failure to estate in the attestation clause in
question that the testatrix and/or the witnesses "Precision of language in the drafting of the
had signed each and every page of Exhibit A attestation clause is desirable. However, it is
were cured by the fact that each one of the not imperative that a parrot-like copy of the
page of the instrument appears to be signed by word of the statue be made. It is sufficient if
the testatrix and the three attesting witnesses from the language employed it can reasonably
(Nayve vs. Mojal, 47 Phil., 152, (1924); be deduced that the attestation clause fulfills
Ticson vs. Gorostiza, 57 Phil., (1932); what the law expects of it."
Leynes vs. Leynes, 40 Off. Gaz., 3rd Suppl. (Ticson vs. Gorostiza, supra.)
(October 18, 1939), 510, 528;
Rallos vs. Rallos, 44 Off. Gaz., 4938, 4940)." "It could have been the intention of the
But granting the correctness of the premise, legislature in providing for the essential
the court held the second objection well taken safeguards in the execution of a will to shackle
and thus concluded: "The question whether the the very right of the testamentary disposition
21
testatrix had signed in the presence of said which the law recognizes and holds sacred."
witnesses can not be verified upon physical (Leynesvs. Leynes, supra.)
Page
With reference of Exhibit B the Court of Appeal It is our judgment therefore that the
agreed with the trial court that the document instruments Exhibit A and B admitted to
having been executed one day before Exhibit A probate, subject of courts to the right of the
could not be considered as a codicil "because disinherited person under particle 850 to
a codicil, as the word implies, is only an contest the disinheritance, and it is so ordered,
addition to, or modification of, the will." The with costs against the appellee.
Court of Appeals added that "the content of
Exhibit B are couched in the language of
ordinarily used in a simple affidavit and as
such, may not have the legal effect and force
to a testamentary disposition." Furthermore,
the Court of Appeals observed, disinheritance
"may not be made in any instrument other than
the will of Exhibit A, as expressly provided for
in article 849 of the Civil Code," and, "there
being no disposition as to the disinheritance of
the oppositor, Pedro Lopez Porras (the
surviving spouse), in the said Exhibit A, it is
quite clear that he can not be disinherited in
any other instrument including Exhibit B, which
is, as above stated, a simple affidavit."
Vitug insists that the said funds are his WHEREFORE, the order of
exclusive property having acquired the same respondent Judge dated
through a survivorship agreement executed November 26, 1985 (Annex II,
with his late wife and the bank on June 19, petition) is hereby set aside
1970. The agreement provides: insofar as it granted private
respondent's motion to sell
23
The validity of the contract seems debatable by The conclusion is accordingly unavoidable that
reason of its "survivor-take-all" feature, but in Mrs. Vitug having predeceased her husband,
reality, that contract imposed a mere obligation the latter has acquired upon her death a vested
with a term, the term being death. Such right over the amounts under savings account
agreements are permitted by the Civil Code.24 No. 35342-038 of the Bank of America. Insofar
as the respondent court ordered their inclusion
Under Article 2010 of the Code: in the inventory of assets left by Mrs. Vitug, we
hold that the court was in error. Being the
25
No costs.
SO ORDERED.
26
Page
DY YIENG SEANGIO, BARBARA D. petitioners averred that in the event the
SEANGIO and VIRGINIA D. decedent is found to have left a will, the
SEANGIO, Petitioners, intestate proceedings are to be automatically
vs. suspended and replaced by the proceedings
HON. AMOR A. REYES, in her capacity as for the probate of the will.
Presiding Judge, Regional Trial Court,
National Capital Judicial Region, Branch 21, On April 7, 1999, a petition for the probate of
Manila, ALFREDO D. SEANGIO, ALBERTO the holographic will of Segundo, docketed as
D. SEANGIO, ELISA D. SEANGIO-SANTOS, SP. Proc. No. 99–93396, was filed by
VICTOR D. SEANGIO, ALFONSO D. petitioners before the RTC. They likewise
SEANGIO, SHIRLEY D. SEANGIO-LIM, reiterated that the probate proceedings should
BETTY D. SEANGIO-OBAS and JAMES D. take precedence over SP. Proc. No. 98–90870
SEANGIO, Respondents. because testate proceedings take precedence
and enjoy priority over intestate proceedings.2
DECISION
The document that petitioners refer to as
AZCUNA, J.: Segundo’s holographic will is quoted, as
follows:
This is a petition for certiorari1 with application
for the issuance of a writ of preliminary Kasulatan sa pag-aalis ng mana
injunction and/or temporary restraining order
seeking the nullification of the orders, dated Tantunin ng sinuman
August 10, 1999 and October 14, 1999, of the
Regional Trial Court of Manila, Branch 21 (the Ako si Segundo Seangio Filipino may asawa
RTC), dismissing the petition for probate on the naninirahan sa 465-A Flores St., Ermita,
ground of preterition, in the consolidated Manila at nagtatalay ng maiwanag na pag-iisip
cases, docketed as SP. Proc. No. 98-90870 at disposisyon ay tahasan at hayagang
and SP. Proc. No. 99-93396, and entitled, "In inaalisan ko ng lahat at anumang mana ang
the Matter of the Intestate Estate of Segundo paganay kong anak na si Alfredo Seangio dahil
C. Seangio v. Alfredo D. Seangio, et al." and siya ay naging lapastangan sa akin at isan
"In the Matter of the Probate of the Will of beses siya ng sasalita ng masama harapan ko
Segundo C. Seangio v. Dy Yieng Seangio, at mga kapatid niya na si Virginia Seangio labis
Barbara D. Seangio and Virginia Seangio." kong kinasama ng loob ko at sasabe rin ni
Alfredo sa akin na ako nasa ibabaw gayon
The facts of the cases are as follows: gunit daratin ang araw na ako nasa ilalim siya
at siya nasa ibabaw.
On September 21, 1988, private respondents
filed a petition for the settlement of the Labis kong ikinasama ng loob ko ang gamit ni
intestate estate of the late Segundo Seangio, Alfredo ng akin pagalan para makapagutang
docketed as Sp. Proc. No. 98–90870 of the na kuarta siya at kanya asawa na si Merna de
RTC, and praying for the appointment of los Reyes sa China Bangking Corporation na
private respondent Elisa D. Seangio–Santos as millon pesos at hindi ng babayad at hindi ng
special administrator and guardian ad litem of babayad ito ay nagdulot sa aking ng malaking
petitioner Dy Yieng Seangio. kahihiya sa mga may-ari at stockholders ng
China Banking.
Petitioners Dy Yieng, Barbara and Virginia, all
surnamed Seangio, opposed the petition. They At ikinagalit ko pa rin ang pagkuha ni Alfredo at
contended that: 1) Dy Yieng is still very healthy ng kanyang asawa na mga custome[r] ng
and in full command of her faculties; 2) the Travel Center of the Philippines na
deceased Segundo executed a general power pinagasiwaan ko at ng anak ko si Virginia.
of attorney in favor of Virginia giving her the
power to manage and exercise control and Dito ako nagalit din kaya gayon ayoko na
supervision over his business in the bilanin si Alfredo ng anak ko at hayanan kong
Philippines; 3) Virginia is the most competent inaalisan ng lahat at anoman mana na si
and qualified to serve as the administrator of Alfredo at si Alfredo Seangio ay hindi ko siya
the estate of Segundo because she is a anak at hindi siya makoha mana.
certified public accountant; and, 4) Segundo
left a holographic will, dated September 20, Nila[g]daan ko ngayon ika 20 ng Setyembre
1995, disinheriting one of the private 1995 sa longsod ng Manila sa harap ng tatlong
27
EVEN ASSUMING ARGUENDO THAT THE The purported holographic will of Segundo that
RESPONDENT JUDGE HAS THE was presented by petitioners was dated,
AUTHORITY TO RULE UPON THE signed and written by him in his own
INTRINSIC VALIDITY OF THE WILL OF THE handwriting. Except on the ground of
TESTATOR, IT IS INDUBITABLE FROM THE preterition, private respondents did not raise
FACE OF THE TESTATOR’S WILL THAT NO any issue as regards the authenticity of the
PRETERITON EXISTS AND THAT THE WILL document.
IS BOTH INTRINSICALLY AND
EXTRINSICALLY VALID; AND, The document, entitled Kasulatan ng Pag-Aalis
ng Mana, unmistakably showed Segundo’s
III intention of excluding his eldest son, Alfredo,
as an heir to his estate for the reasons that he
RESPONDENT JUDGE WAS DUTY BOUND cited therein. In effect, Alfredo was disinherited
TO SUSPEND THE PROCEEDINGS IN THE by Segundo.
INTESTATE CASE CONSIDERING THAT IT
IS A SETTLED RULE THAT TESTATE For disinheritance to be valid, Article 916 of the
PROCEEDINGS TAKE PRECEDENCE OVER Civil Code requires that the same must be
INTESTATE PROCEEDINGS. effected through a will wherein the legal cause
therefor shall be specified. With regard to the
Petitioners argue, as follows: reasons for the disinheritance that were stated
by Segundo in his document, the Court
First, respondent judge did not comply with believes that the incidents, taken as a whole,
Sections 3 and 4 of Rule 76 of the Rules of can be considered a form of maltreatment of
Court which respectively mandate the court to: Segundo by his son, Alfredo, and that the
a) fix the time and place for proving the will matter presents a sufficient cause for the
when all concerned may appear to contest the disinheritance of a child or descendant under
allowance thereof, and cause notice of such Article 919 of the Civil Code:
time and place to be published three weeks
successively previous to the appointed time in Article 919. The following shall be sufficient
a newspaper of general circulation; and, b) causes for the disinheritance of children and
cause the mailing of said notice to the heirs, descendants, legitimate as well as illegitimate:
legatees and devisees of the testator Segundo;
(1) When a child or descendant has
Second, the holographic will does not contain been found guilty of an attempt against
any institution of an heir, but rather, as its title the life of the testator, his or her spouse,
clearly states,Kasulatan ng Pag-Aalis ng descendants, or ascendants;
Mana, simply contains a disinheritance of a
compulsory heir. Thus, there is no preterition in (2) When a child or descendant has
the decedent’s will and the holographic will on accused the testator of a crime for which
its face is not intrinsically void; the law prescribes imprisonment for six
29
No costs.
Page
SO ORDERED.
ARTICLE 784
31
Page
ANTONIO CASTAÑEDA, plaintiff-appellee, another one valid. It could not in this case
vs. make any decision upon the question whether
JOSE E. ALEMANY, defendant-appellant. the testratrix had the power to appoint by will a
guardian for the property of her children by her
Ledesma, Sumulong and Quintos for appellant. first husband, or whether the person so
appointed was or was not a suitable person to
The court erred in holding that all legal discharge such trust.
formalities had been complied with in the
execution of the will of Doña Juana Moreno, as All such questions must be decided in some
the proof shows that the said will was not other proceeding. The grounds on which a will
written in the presence of under the express may be disallowed are stated the section 634.
direction of the testratrix as required by section Unless one of those grounds appears the will
618 of the Code of Civil Procedure. must be allowed. They all have to do with the
personal condition of the testator at the time of
Antonio V. Herrero for appellee. its execution and the formalities connected
therewith. It follows that neither this court nor
The grounds upon which a will may be the court below has any jurisdiction in his
disallowed are limited to those mentioned in proceedings to pass upon the questions raised
section 634 of the Code of Civil Procedure. by the appellants by the assignment of error
relating to the appointment of a guardian for
WILLARD, J.: the children of the deceased.
(1) The evidence in this case shows to our It is claimed by the appellants that there was
satisfaction that the will of Doña Juana Moreno no testimony in the court below to show that
was duly signed by herself in the presence of the will executed by the deceased was the
three witnesses, who signed it as witnesses in same will presented to the court and
the presence of the testratrix and of each concerning which this hearing was had. It is
other. It was therefore executed in conformity true that the evidence does not show that the
with law. document in court was presented to the
witnesses and identified by them, as should
There is nothing in the language of section 618 have been done. But we think that we are
of the Code of Civil Procedure which supports justified in saying that it was assumed by all
the claim of the appellants that the will must be the parties during the trial in the court below
written by the testator himself or by someone that the will about which the witnesses were
else in his presence and under his express testifying was the document then in court. No
direction. That section requires (1) that the will suggestion of any kind was then made by the
be in writing and (2) either that the testator sign counsel for the appellants that it was not the
it himself or, if he does sign it, that it be signed same instrument. In the last question put to the
by some one in his presence and by his witness Gonzales the phrase "this will" is used
express direction. Who does the mechanical by the counsel for the appellants. In their
work of writing the will is a matter of argument in that court, found on page 15 of the
indifference. The fact, therefore, that in this record, they treat the testimony of the
case the will was typewritten in the office of the witnesses as referring to the will probate they
lawyer for the testratrix is of no consequence. were then opposing.
The English text of section 618 is very plain.
The mistakes in translation found in the first The judgment of the court below is affirmed,
Spanish edition of the code have been eliminating therefrom, however, the clause "el
corrected in the second. cual debera ejecutarse fiel y exactamente en
todas sus partes." The costs of this instance
(2) To establish conclusively as against will be charged against the appellants.
everyone, and once for all, the facts that a will
was executed with the formalities required by
law and that the testator was in a condition to
make a will, is the only purpose of the
proceedings under the new code for the
probate of a will. (Sec. 625.) The judgment in
such proceedings determines and can
determine nothing more. In them the court has
no power to pass upon the validity of any
32
the appellants in the entire The lower court, after hearing, sustained and
estate, the properties devised to approved the executrix' project of partition,
Page
ruling that "(A)rticles 906 and 907 of the New preferred" and "(T)he words of a will are to
Civil Code specifically provide that when the receive an interpretation which will give to
legitime is impaired or prejudiced, the same every expression some effect, rather than one
shall be completed and satisfied. While it is which will render any of the expressions
true that this process has been followed and inoperative; and of two modes of interpreting a
adhered to in the two projects of partition, it is will, that is to be preferred which will prevent
observed that the executrix and the oppositors intestacy." In Villanueva vs. Juico 6 for violation
differ in respect to the source from which the of these rules of interpretation as well as of
portion or portions shall be taken in order to Rule 123, section 59 of the old Rules of
fully restore the impaired legitime. The Court, 7 the Court, speaking through Mr.
proposition of the oppositors, if upheld, will Justice J.B.L. Reyes, overturned the lower
substantially result in a distribution of intestacy, court's decision and stressed that "the intention
which is in controversion of Article 791 of the and wishes of the testator, when clearly
New Civil Code" adding that "the testatrix has expressed in his will, constitute the fixed law of
chosen to favor certain heirs in her will for interpretation, and all questions raised at the
reasons of her own, cannot be doubted. This is trial, relative to its execution and fulfillment,
legally permissible within the limitation of the must be settled in accordance therewith,
law, as aforecited." With reference to the following the plain and literal meaning of the
payment in cash of some P230,552.38, testator's words, unless it clearly appears that
principally by the executrix as the largest his intention was otherwise." 8
beneficiary of the will to be paid to her five co-
heirs, the oppositors (excluding Tomas Dizon), The testator's wishes and intention constitute
to complete their impaired legitimes, the lower the first and principal law in the matter of
court ruled that "(T)he payment in cash so as testaments, and to paraphrase an early
to make the proper adjustment to meet with the decision of the Supreme Court of
requirements of the law in respect to legitimes Spain, 9 when expressed clearly and precisely
which have been impaired is, in our opinion, a in his last will amount to the only law whose
practical and valid solution in order to give mandate must imperatively be faithfully obeyed
effect to the last wishes of the testatrix." and complied with by his executors, heirs and
devisees and legatees, and neither these
From the lower court's orders of approval, interested parties nor the courts may substitute
oppositors-appellants have filed this appeal, their own criterion for the testator's will. Guided
and raise anew the following issues: . and restricted by these fundamental premises,
the Court finds for the appellee.
1. Whether or not the testamentary dispositions
made in the testatrix' will are in the nature of 1. Decisive of the issues at bar is the fact that
devises imputable to the free portion of her the testatrix' testamentary disposition was in
estate, and therefore subject to reduction; the nature of a partition of her estate by will.
Thus, in the third paragraph of her will, after
2. Whether the appellants are entitled to the commanding that upon her death all her
devise plus their legitime under Article 1063, or obligations as well as the expenses of her last
merely to demand completion of their legitime illness and funeral and the expenses for
under Article 906 of the Civil Code; and probate of her last will and for the
administration of her property in accordance
3. Whether the appellants may be compelled to with law, be paid, she expressly provided that
accept payment in cash on account of their "it is my wish and I command that my property
legitime, instead of some of the real properties be divided" in accordance with the dispositions
left by the Testatrix; immediately thereafter following, whereby she
specified each real property in her estate and
which were adversely decided against them in designated the particular heir among her seven
the proceedings below. compulsory heirs and seven other
grandchildren to whom she bequeathed the
The issues raised present a matter of same. This was a valid partition 10 of her
determining the avowed intention of the estate, as contemplated and authorized in the
testatrix which is "the life and soul of a will." 5 In first paragraph of Article 1080 of the Civil
consonance therewith, our Civil Code included Code, providing that "(S)hould a person make
the new provisions found in Articles 788 and a partition of his estate by an act inter vivos or
791 thereof that "(I)f a testamentary disposition by will, such partition shall be respected,
admits of different interpretations, in case of insofar as it does not prejudice the legitime of
35
doubt, that interpretation by which the the compulsory heirs." This right of a testator to
disposition is to be operative shall be partition his estate is subject only to the right of
Page
compulsory heirs to their legitime. The Civil by oppositors-appellants whereby they would
Code thus provides the safeguard for the right reduce the testamentary disposition or partition
of such compulsory heirs: made by the testatrix to one-half and limit the
same, which they would consider as mere
ART. 906. Any compulsory heir to devises or legacies, to one-half of the estate as
whom the testator has left by any the disposable free portion, and apply the other
title less than the legitime half of the estate to payment of the legitimes of
belonging to him may demand the seven compulsory heirs. Oppositors'
that the same be fully satisfied. proposal would amount substantially to a
distribution by intestacy and pro tanto nullify
ART. 907. Testamentary the testatrix' will, contrary to Article 791 of the
dispositions that impair or Civil Code. It would further run counter to the
diminish the legitime of the provisions of Article 1091 of the Civil Code that
compulsory heirs shall be "(A) partition legally made confers upon each
reduced on petition of the same, heir the exclusive ownership of the property
insofar as they may be inofficious adjudicated to him."
or excessive.
3. In Habana vs. Imbo, 14 the Court upheld the
This was properly complied with distribution made in the will of the deceased
in the executrix-appellee's project testator Pedro Teves of two large coconut
of partition, wherein the five plantations in favor of his daughter,
oppositors-appellants namely Concepcion, as against adverse claims of
Estela, Bernardita, Angelina, other compulsory heirs, as being a partition by
Josefina and Lilia, were will, which should be respected insofar as it
adjudicated the properties does not prejudice the legitime of the
respectively distributed and compulsory heirs, in accordance with Article
assigned to them by the testatrix 1080 of the Civil Code. In upholding the sale
in her will, and the differential to made by Concepcion to a stranger of the
complete their respective plantations thus partitioned in her favor in the
legitimes of P129,362.11 each deceased's will which was being questioned by
were taken from the cash and/or the other compulsory heirs, the Court ruled that
properties of the executrix- "Concepcion Teves by operation of law,
appellee, Marina, and their co- became the absolute owner of said lots
oppositor-appellant, Tomas, who because 'A partition legally made confers upon
admittedly were favored by the each heir the exclusive ownership of the
testatrix and received in the property adjudicated to him' (Article 1091, New
partition by will more than their Civil Code), from the death of her ancestors,
respective legitimes. subject to rights and obligations of the latter,
and, she can not be deprived of her rights
2. This right of a testator to partition his estate thereto except by the methods provided for by
by will was recognized even in Article 1056 of law (Arts. 657, 659, and 661, Civil
the old Civil Code which has been reproduced Code). 15 Concepcion Teves could, as she did,
now as Article 1080 of the present Civil Code. sell the lots in question as part of her share of
The only amendment in the provision was that the proposed partition of the properties,
Article 1080 "now permits any person (not a especially when, as in the present case, the
testator, as under the old law) to partition his sale has been expressly recognized by herself
estate by actinter vivos." 11 This was intended and her co-heirs ..."
to repeal the then prevailing doctrine 12 that for
a testator to partition his estate by an actinter 4. The burden of oppositors' contention is that
vivos, he must first make a will with all the the testamentary dispositions in their favor are
formalities provided by law. Authoritative in the nature of devises of real property, citing
commentators doubt the efficacy of the the testatrix' repeated use of the words "I
amendment 13 but the question does not here bequeath" in her assignment or distribution of
concern us, for this is a clear case of her real properties to the respective heirs.
partition by will, duly admitted to probate, which From this erroneous premise, they proceed to
perforce must be given full validity and effect. the equally erroneous conclusion that "the
Aside from the provisions of Articles 906 and legitime of the compulsory heirs passes to
907 above quoted, other codal provisions them by operation of law and that the testator
support the executrix-appellee's project of can only dispose of the free portion, that is, the
36
partition as approved by the lower court rather remainder of the estate after deducting the
than the counter-project of partition proposed legitime of the compulsory heirs ... and all
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testamentary dispositions, either in the nature dispositions by the testatrix constituted a
of institution of heirs or of devises or legacies, partition by will, which by mandate of Article
have to be taken from the remainder of the 1080 of the Civil Code and of the other cited
testator's estate constituting the free codal provisions upholding the primacy of the
portion." 16 testator's last will and testament, have to be
respected insofar as they do not prejudice the
Oppositors err in their premises, for the legitime of the other compulsory heirs.
adjudications and assignments in the testatrix'
will of specific properties to specific heirs Oppositors' invoking of Article 1063 of the Civil
cannot be considered all devises, for it clearly Code that "(P)roperty left by will is not deemed
appear from the whole context of the will and subject to collation, if the testator has not
the disposition by the testatrix of her whole otherwise provided, but the legitime shall in
estate (save for some small properties of little any case remain unimpaired" and invoking of
value already noted at the beginning of this the construction thereof given by some
opinion) that her clear intention was to partition authorities that "'not deemed subject to
her whole estate through her will. The repeated collation' in this article really means not
use of the words "I bequeath" in her imputable to or chargeable against the
testamentary dispositions acquire no legal legitime", while it may have some
significance, such as to convert the same into plausibility 19 in an appropriate case, has no
devises to be taken solely from the free one- application in the present case. Here, we have
half disposable portion of the estate. a case of a distribution and partition of the
Furthermore, the testatrix' intent that her entire estate by the testatrix, without her having
testamentary dispositions were by way of made any previous donations during her
adjudications to the beneficiaries as heirs and lifetime which would require collation to
not as mere devisees, and that said determine the legitime of each heir nor having
dispositions were therefore on account of the left merely some properties by will which would
respective legitimes of the compulsory heirs is call for the application of Articles 1061 to 1063
expressly borne out in the fourth paragraph of of the Civil Code on collation. The amount of
her will, immediately following her testamentary the legitime of the heirs is here determined and
adjudications in the third paragraph in this undisputed.
wise: "FOURTH: I likewise command that in
case any of those I named as my heirs in this 5. With this resolution of the decisive issue
testament any of them shall die before I do, his raised by oppositors-appellants, the secondary
forced heirs under the law enforced at the time issues are likewise necessarily resolved. Their
of my death shall inherit the properties I right was merely to demand completion of their
bequeath to said deceased." 17 legitime under Article 906 of the Civil Code and
this has been complied with in the approved
Oppositors' conclusions necessarily are in project of partition, and they can no longer
error. The testamentary dispositions of the demand a further share from the remaining
testatrix, being dispositions in favor of portion of the estate, as bequeathed and
compulsory heirs, do not have to be taken only partitioned by the testatrix principally to the
from the free portion of the estate, as executrix-appellee.
contended, for the second paragraph of Article
842 of the Civil Code precisely provides that Neither may the appellants legally insist on
"(O)ne who has compulsory heirsmay dispose their legitime being completed with real
of his estate provided he does not contravene properties of the estate instead of being paid in
the provisions of this Code with regard to the cash, per the approved project of partition. The
legitime of said heirs." And even going by properties are not available for the purpose, as
oppositors' own theory of bequests, the second the testatrix had specifically partitioned and
paragraph of Article 912 Civil Code covers distributed them to her heirs, and the heirs are
precisely the case of the executrix-appellee, called upon, as far as feasible to comply with
who admittedly was favored by the testatrix and give effect to the intention of the testatrix
with the large bulk of her estate in providing as solemnized in her will, by implementing her
that "(T)he devisee who is entitled to a legitime manifest wish of transmitting the real properties
may retain the entire property,provided its intact to her named beneficiaries, principally
value does not exceed that of the disposable the executrix-appellee. The appraisal report of
portion and of the share pertaining to him as the properties of the estate as filed by the
legitime." For "diversity of apportionment is the commissioner appointed by the lower court
usual reason for making a testament; was approved in toto upon joint petition of the
37
otherwise, the decedent might as well die parties, and hence, there cannot be said to be
intestate." 18 Fundamentally, of course, the any question — and none is presented — as to
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fairness of the valuation thereof or that the
legitime of the heirs in terms of cash has been
understated. The plaint of oppositors that the
purchasing value of the Philippine peso has
greatly declined since the testatrix' death in
January, 1961 provides no legal basis or
justification for overturning the wishes and
intent of the testatrix. The transmission of
rights to the succession are transmitted from
the moment of death of the decedent (Article
777, Civil Code) and accordingly, the value
thereof must be reckoned as of then, as
otherwise, estates would never be settled if
there were to be a revaluation with every
subsequent fluctuation in the values of the
currency and properties of the estate. There is
evidence in the record that prior to November
25, 1964, one of the oppositors, Bernardita,
accepted the sum of P50,000.00 on account of
her inheritance, which, per the parties'
manifestation, 20 "does not in any way affect
the adjudication made to her in the projects of
partition of either party as the same is a mere
advance of the cash that she should receive in
both projects of partition." The payment in cash
by way of making the proper adjustments in
order to meet the requirements of the law on
non-impairment of legitimes as well as to give
effect to the last will of the testatrix has
invariably been availed of and
sanctioned. 21 That her co-oppositors would
receive their cash differentials only now when
the value of the currency has declined further,
whereas they could have received them earlier,
like Bernardita, at the time of approval of the
project of partition and when the peso's
purchasing value was higher, is due to their
own decision of pursuing the present appeal.
disfrutaria mi referida esposa Da. mentioned by Don Nicolas Villaflor in his will as
Fausta Nepomuceno su uso y posesion his "sobrina nieta Leonor Villaflor".
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Plaintiff Leonor Villaflor instituted the present Civil Code of the Philippines, as well as section
action against the administrator of the estate of 59 of Rule 123 of the Rules of Court.
the widow Fausta Nepomuceno, on February
8, 1958, contending that upon the widow's ART. 791. The words of a will are to
death, said plaintiff became vested with the receive an interpretation which will give
ownership of the real and personal properties to every expression some effect, rather
bequeathed by the late Nicolas Villaflor to than one which will render any of the
clause 7 of his will, pursuant to its eight (8th) expressions inoperative; and of two
clause. Defendant's position, adopted by the modes of interpreting a will, that one is
trial court, is that the title to the properties to be preferred which will prevent
aforesaid became absolutely vested in the intestacy." .
widow upon her death, on account of the fact
that she never remarried. SEC. 59. Instrument construed so as to
give effect to all provisions. — In the
We agree with appellant that the plain desire construction of an instrument where
and intent of the testator, as manifested in there are several provisions or
clause 8 of his testament, was to invest his particulars, such a construction is, if
widow with only a usufruct or life tenure in the possible, to be adopted as will give
properties described in the seventh clause, effect to all." .
subject to the further condition (admitted by the
appellee) that if the widow remarried, her rights Speculation as to the motives of the testator in
would thereupon cease, even during her own imposing the conditions contained in clause 7
lifetime. That the widow was meant to have no of his testament should not be allowed to
more than a life interest in those properties, obscure the clear and unambiguous meaning
even if she did not remarry at all, is evident of his plain words, which are over the primary
from the expressions used by the deceased source in ascertaining his intent. It is well to
"uso y posesion mientras viva" (use and note that if the testator had intended to impose
possession while alive) in which the first half of as sole condition the non-remarriage of his
the phrase "uso y posesion" instead of widow, the words "uso y posesion mientras
"dominio" or "propiedad") reinforces the second viva" would have been unnecessary, since the
("mientras viva"). The testator plainly did not widow could only remarry during her own
give his widow the full ownership of these lifetime.
particular properties, but only the right to their
possession and use (or enjoyment) during her The Civil Code, in Article 790, p. 1 (Article 675
lifetime. This is in contrast with the remainder of the Code of 1889), expressly enjoins the
of the estate in which she was instituted following: .
universal heir together with the testator's
brother (clause 6). 1äwphï1.ñët ART. 790. The words of a will are to be
taken in their ordinary and grammatical
SEXTO: — En virtud de las facultades sense, unless a clear intention to use
que me conceden las leyes, instituyo them in another sense can be gathered,
por mis unicos y universales herederos and that other can be ascertained." .
de todos mis derechos y acciones a mi
hermano D. Fausto Villaflor y a mi Technical words in a will are to be taken
esposa Da. Fausta Nepomuceno para in their technical sense, unless the
que parten todos mis bienes que me context clearly indicates a contrary
pertenescan, en iguales partes, para intention, or unless it satisfactorily
despues de mi muerte, exceptuando las appears that the will was drawn solely
donaciones y legados que, abajo mi by the testator, and that he was
mas expontanea voluntad, lo hago en la unacquainted with such technical sense.
forma siguiente. (675a)
The court below, in holding that the appellant In consonance with this rule, this Supreme
Leonor Villaflor, as reversionary legatee, could Court has laid the doctrine in In re Estate of
succeed to the properties bequeathed by Calderon, 26 Phil., 233, that the intention and
clause 7 of the testament only in the event that wishes of the testator, when clearly expressed
the widow remarried, has unwarrantedly in his will, constitute the fixed law of
discarded the expression "mientras viva," and interpretation, and all questions raised at the
considered the words "uso y posesion" as trial, relative to its execution and fulfillment,
40
Eighteenth. The testator further states II. The seventh clause of the will of Don
that although his wife is at the present Nicolas is as follows:
time fifty-five years of age, and
consequently is not likely to marry Seventh. The testator states that in the
again, as she herself says, nevertheless present condition of his affairs he has
it is impossible that the opposite of what acquired, during his married life, some
she asserts might occur, and, if so, then tens of thousands of dollars, of which
42
effect that it is his will that the remainder parol evidence presented at the trial being
of all her portion should be divided into
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prohibited by said Code, and that he has This right does, however, exist in the share
therefore not complied with the condition. of Doña Luisa in favor of the plaintiff, for the
reasons stated in connection with the legacy of
The plaintiff claims that such evidence was 3,000 pesos.
proper, that both wills state that Don Ramon
del Rosario is the natural son of Don (4) We have passed upon the rights of the
Clemente, and that in any event the bequests plaintiff to the share of Doña Luis under the will
are made to the plaintiff by name. of Doña Honorata, because the interest is
expressly left to him (en concepto de legado)
The court below, holding the parol evidence as a legacy. This is controlling. (5 Manresa,
immaterial, ordered judgment for the plaintiff as 315.)
prayed for.
These or equivalent words are wanting in the
(1) So far as the disposition of that part of the will of Don Nicolas. Applying article 668 of the
inheritance left in the aunt's will to Doña Luisa Civil Code, we must hold that any interest
for life is concerned, the question is free from which the plaintiff may have taken in the share
doubt. It is distinctly declared that Ramon del of Doña Luisa under the will of Don Nicolas he
Rosario and Enrique Gloria shall take certain took as an heir and not as a legatee.
parts of it after 1,000 pesos have been
deducted. They are pointed out by name as the The distinction between the two is constantly
legatees. It is true that they are called the maintained throughout the Code, and their
natural sons of Don Clemente. But this is rights and obligations differ materially. (Arts.
merely a further description of persons already 660, 668, 768, 790, 858, 891, 1003.)
well identified, and, if false, can be rejected in
accordance with the provision of article 773 of (5) The legatee can demand his legacy from
the Civil Code, which by article 789 is the heir or from the executor, when the latter is
applicable to legatees. authorized to give it. (Art. 885.) The powers
given to the executors by the will
(2) The ninth clause of the will of Doña Honorata are contained in the
of Doña Honorata is as follows: fourteenth clause, which is as follows:
The testatrix bequeaths the sum of 3,000 The testatrix appoints as the executors
pesos to her nephews Enrique Gloria and of her will, in the first place, her beloved
Ramon del Rosario in equal parts — that is, husband, Nicolas del Rosario y Alejo, in
1,500 pesos each. the second place her brother-in-law
Clemente del Rosario, in the third place
The plaintiff was entitled to one-half of this her brother-in-law Rosendo del Rosario,
legacy in his own right. This has been paid to in the fourth place Don Ramon del
him. Don Enrique Gloria died before his the Rosario when he shall attain his
testatrix. By the provisions of articles 982 and majority, all of them without bond and
983 of the Civil Code the right of accretion free from the obligation of terminating
exists as to the other half in favor of the plaintiff the administration within the legal term.
and he is entitled to have it paid to him. At her death they shall take possession
of all such goods and things as may be
(3) The will of Doña Honorata plainly declares her property, and are hereby authorized
that, on the death of any one of the life tenants, fully and as required by law to prepare
the male children of such tenant shall inherit, an inventory of said property, and to
and in respect to Doña Luisa it is expressly effect the division and partition of the
declared that this shall take place whether she estate among her heirs. She also
dies before or after the testatrix. The derecho authorizes them to execute and sign
de acrecer did not therefore exist in favor of the deeds of partition, sales with a
other two life tenants, Don Clemente and Don resolutory condition, cancellations,
Rosendo. "En la sucesion testada es ley receipts, acquittances, and such other
preferente la voluntad del testador, de modo documents as may be necessary.
que este prohibiendo expresamente el derecho
de acrecer, nombrando sustitutos, o marcando The twenty-first clause of the will of Don
el destino especial de cada porcion vacante, Nicolas is substantially the same. Each will
excluye la aplicacion de los articulos que prohibited any judicial intervention in the
vamos a examinar." (7 Manresa, Comentarios settlement of the estates.
44
(7) We have held that the only thing that can 4. He is entitled to the share of the estate left
be decided in this case is the rights of the by the will of Doña Honorata to Doña Luisa
plaintiff as legatee. during her life, after deducting 1,000 pesos.
The court below ordered the executor to render 5. This share can not be set off to him in this
accounts of his administration of both estates. suit, but only in a proceeding to which all
persons interested in the estate are parties.
As to the estate of Don Nicolas, the only thing
here in question is the right to the allowance. 6. His interest in the share left to Doña Luis
As we hold that the plaintiff is not entitled to it, during her life by the will of Don Nicolas can
he is not entitled to any statement of accounts not be determined in this suit.
as such pretended legatee.
7. The executor can not be required to render
As to the estate of Doña Honorata, he is in this suit his accounts as such executor.
entitled to be paid a legacy of 1,500 pesos.
Article 907 requires the executor to render 8. The plaintiff's rights under the seventh
accounts to the heir, not to the legatee; and clause of the two wills, to the share left to Don
although by article 789 all of the provisions of Clemente for life are not before us for decision.
Chapter II (in which both articles are found)
relating to heirs are made applicable to III. After judgment had been rendered in the
legatees, we can not hold that this requires an court below and a bill of exceptions allowed,
executor to submit his accounts to one who but before the record had been sent to this
has no interest in the estate except to a money court, Don Clemente del Rosario, the
legacy when there is no suggestion that it will defendant, died. After his death Don Rosendo
not be paid when the right to it is established. del Rosario, who was named in both wills to
succeed to the executorship on the death of
In respect to the share of Doña Luisa, there is Don Clemente, appeared in the court below
reason for saying that a legatee on an aliquot and withdrew the appeal and bill of exceptions.
part is entitled to an accounting. But, inasmuch Thereupon the widow of Don Clemente, for
as in this case there can be no final herself and in representation of the minor son
determination of the rights of the parties of her late husband, asked and was granted
interested in the estate, because they are not leave to prosecute the appeal.
all parties to this suit, the executor should not
in this suit be ordered to submit his accounts. This ruling was correct. According to the
Spanish authorities, anyone legally affected by
(8) The plaintiff in his complaint has limited the judgment might appeal. According to the
himself to claiming the allowance, his rights to American authorities, if a trustee refuses to
the share of DoñaLuisa, and the legacies left to appeal, the beneficiary may do so in his name.
him.
That the son of Don Clemente has a direct
The question as to whether he would be interest in the question of the allowance of 75
entitled to any part of the share of Don pesos a month to the plaintiff is plain. We have
Clemente upon the latter's death, under the held that in respect to this allowance the
seventh clause of the two wills, was not executor represents the estate and the
presented by the complaint nor passed upon judgment against him binds it.
by the court and is not before us for decision.
It would be manifestly unjust to allow an
(9) The result of the foregoing considerations executor, with perhaps only a slight personal
is: interest in an estate, by withdrawing an appeal,
to fasten upon the estate a claim which, as we
1. The plaintiff is not entitled to any allowance hold, it should not bear.
under either will.
IV. At the argument of this case on the merits,
2. He is not entitled to live in the house No. 128 after the appellant had closed, the respondent
46
Calle Clavel. made the point for the first time that the
Page
appellant's brief contained no assignment of
errors.
47
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ARTICLE 789 municipiooo de Guimba de la
provinciaaa de NUEVA ECIJA,
cuyo num. de CERTIFICADO DE
TRANSFERENCIA DE TITULO
TESTATE ESTATE OF THE LATE SON; — Titulo Num. 6530, mide
REVEREND FATHER PASCUAL RIGOR. 16,249 m. cuadrados de
THE PARISH PRIEST OF THE ROMAN superficie Titulo Num. 6548, mide
CATHOLIC CHURCH OF VICTORIA, 242,998 m. cuadrados de
TARLAC, petitioner-appellant, superficie y annual 6525, mide
vs. 62,665 m. cuadrados de
BELINA RIGOR, NESTORA RIGOR, superficie; y Titulo Num. 6521,
FRANCISCA ESCOBAR DE RIGOR and mide 119,251 m. cuadrados de
JOVITA ESCOBAR DE superficie; a cualquier pariente
FAUSTO,respondents-appellees. mio varon mas cercano que
estudie la carrera eclesiatica
D. Tañedo, Jr. for appellants. hasta ordenarse de Presbiterado
o sea Sacerdote; las condiciones
J. Palanca, Sr. for appellee. de estate legado son;
Title Lot Area in Tax Ass. Finding that petition to be meritorious, the
No. No. Has. Dec. Value lower court, through Judge Bernabe de Aquino,
T- P declared the bequest inoperative and
6530 3663 1.6249 18740 340.00 adjudicated the ricelands to the testator's legal
T- 3445- heirs in his order of June 28, 1957. The parish
6548 C 24.2998 18730 7,290.00 priest filed two motions for reconsideration.
T-
6525 3670 6.2665 18736 1,880.00 Judge De Aquino granted the respond motion
T- for reconsideration in his order of December
6521 3666 11.9251 18733 3,580.00 10, 1957 on the ground that the testator had a
grandnephew named Edgardo G. Cunanan
Total amount and value — 44.1163 (the grandson of his first cousin) who was a
P13,090.00 seminarian in the San Jose Seminary of the
Jesuit Fathers in Quezon City. The
Judge Roman A. Cruz in his order of August administrator was directed to deliver the
15, 1940, approving the project of partition, ricelands to the parish priest of Victoria as
directed that after payment of the obligations of trustee.
the estate (including the sum of P3,132.26 due
to the church of the Victoria parish) the The legal heirs appealed to the Court of
administratrix should deliver to the devisees Appeals. It reversed that order. It held that
their respective shares. Father Rigor had created a testamentary trust
for his nearest male relative who would take
It may be noted that the administratrix and the holy orders but that such trust could exist
Judge Cruz did not bother to analyze the only for twenty years because to enforce it
meaning and implications of Father Rigor's beyond that period would violate "the rule
bequest to his nearest male relative who would against perpetuities. It ruled that since no
study for the priesthood. Inasmuch as no legatee claimed the ricelands within twenty
nephew of the testator claimed the devise and years after the testator's death, the same
as the administratrix and the legal heirs should pass to his legal heirs, citing articles
49
believed that the parish priest of Victoria had 888 and 912(2) of the old Civil Code and article
870 of the new Civil Code.
Page
of his nearest male relatives who would pursue priest and he was excommunicated.
Page
What is not clear is the duration of "el intervalo Father Rigor's death her own son, Valentin
de tiempo que no haya legatario Gamalinda, Jr., did not claim the devise,
acondicionado", or how long after the testator's although he was studying for the priesthood at
death would it be determined that he had a the San Carlos Seminary, because she
nephew who would pursue an ecclesiastical (Beatriz) knew that Father Rigor had intended
vocation. It is that patent ambiguity that has that devise for his nearest male
brought about the controversy between the relative beloning to the Rigor family (pp. 105-
parish priest of Victoria and the testator's legal 114, Record on Appeal).
heirs.
Mrs. Gamalinda further deposed that her own
Interwoven with that equivocal provision is the grandchild, Edgardo G. Cunanan, was not the
time when the nearest male relative who would one contemplated in Father Rigor's will and
study for the priesthood should be that Edgardo's father told her that he was not
determined. Did the testator contemplate only consulted by the parish priest of Victoria before
his nearest male relative at the time of his the latter filed his second motion for
death? Or did he have in mind any of his reconsideration which was based on the
nearest male relatives at anytime after his ground that the testator's grandnephew,
death? Edgardo, was studying for the priesthood at the
San Jose Seminary.
We hold that the said bequest refers to the
testator's nearest male relative living at the Parenthetically, it should be stated at this
time of his death and not to any indefinite time juncture that Edgardo ceased to be a
thereafter. "In order to be capacitated to inherit, seminarian in 1961. For that reason, the legal
the heir, devisee or legatee must be living at heirs apprised the Court of Appeals that the
the moment the succession opens, except in probate court's order adjudicating the ricelands
case of representation, when it is proper" (Art. to the parish priest of Victoria had no more leg
1025, Civil Code). to stand on (p. 84, Appellant's brief).
The said testamentary provisions should be Of course, Mrs. Gamalinda's affidavit, which is
sensibly or reasonably construed. To construe tantamount to evidence aliunde as to the
them as referring to the testator's nearest male testator's intention and which is hearsay, has
relative at anytime after his death would render no probative value. Our opinion that the said
the provisions difficult to apply and create bequest refers to the testator's nephew who
uncertainty as to the disposition of his estate. was living at the time of his death, when his
That could not have been his intention. succession was opened and the successional
rights to his estate became vested, rests on a
In 1935, when the testator died, his nearest judicious and unbiased reading of the terms of
leagal heirs were his three sisters or second- the will.
degree relatives, Mrs. Escobar, Mrs. Manaloto
and Mrs. Quiambao. Obviously, when the Had the testator intended that the "cualquier
testator specified his nearest male relative, he pariente mio varon mas cercano que estudie la
must have had in mind his nephew or a son of camera eclesiatica" would include indefinitely
his sister, who would be his third-degree anyone of his nearest male relatives born after
relative, or possibly a grandnephew. But since his death, he could have so specified in his will
he could not prognosticate the exact date of his He must have known that such a broad
death or state with certitude what category of provision would suspend for an unlimited
nearest male relative would be living at the period of time the efficaciousness of his
time of his death, he could not specify that his bequest.
nearest male relative would be his nephew or
grandnephews (the son of his nephew or What then did the testator mean by "el
niece) and so he had to use the term "nearest intervalo de tiempo que no haya legatario
male relative". acondicionado"? The reasonable view is that
he was referring to a situation whereby his
It is contended by the legal heirs that the said nephew living at the time of his death, who
devise was in reality intended for Ramon would like to become a priest, was still in grade
Quiambao, the testator's nephew and godchild, school or in high school or was not yet in the
who was the son of his sister, Mrs. Quiambao. seminary. In that case, the parish priest of
To prove that contention, the legal heirs Victoria would administer the ricelands before
presented in the lower court the affidavit of the nephew entered the seminary. But the
51
Beatriz Gamalinda, the maternal grandmother moment the testator's nephew entered the
of Edgardo Cunanan, who deposed that after seminary, then he would be entitled to enjoy
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and administer the ricelands and receive the This case is also covered by article 912(2) of
fruits thereof. In that event, the trusteeship the old Civil Code, now article 960 (2), which
would be terminated. provides that legal succession takes place
when the will "does not dispose of all that
Following that interpretation of the will the belongs to the testator." There being no
inquiry would be whether at the time Father substitution nor accretion as to the said
Rigor died in 1935 he had a nephew who was ricelands the same should be distributed
studying for the priesthood or who had among the testator's legal heirs. The effect is
manifested his desire to follow the as if the testator had made no disposition as to
ecclesiastical career. That query is the said ricelands.
categorically answered in paragraph 4 of
appellant priest's petitions of February 19, The Civil Code recognizes that a person may
1954 and January 31, 1957. He unequivocally die partly testate and partly intestate, or that
alleged therein that "not male relative of the there may be mixed succession. The old rule
late (Father) Pascual Rigor has ever studied as to the indivisibility of the testator's win is no
for the priesthood" (pp. 25 and 35, Record on longer valid. Thus, if a conditional legacy does
Appeal). not take effect, there will be intestate
succession as to the property recovered by the
Inasmuch as the testator was not survived by said legacy (Macrohon Ong Ham vs.
any nephew who became a priest, the Saavedra, 51 Phil. 267).We find no merit in the
unavoidable conclusion is that the bequest in appeal The Appellate Court's decision is
question was ineffectual or inoperative. affirmed. Costs against the petitioner.SO
Therefore, the administration of the ricelands ORDERED
by the parish priest of Victoria, as envisaged in
the wilt was likewise inoperative.
acrecer").
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ARTICLE 791 appellees all her properties situated in Sta.
Rosa, Laguna. The will was probated in 1948.
DIZON-RIVERA VS DIZON Immediately, thereafter, appellant went to
appellees to request that he be placed as
VDA. DE VILLANUEVA VS JUICO tenant of the riceland which, by an express
provision of said will, they were directed to give
DELFIN YAMBAO, plaintiff-appellant, to him for cultivation, as tenant, and when they
vs. refused alleging that they had already given it
ANGELINA GONZALES, ET AL., defendants- to another tenant he filed the present action.
appellees.
In holding that the provisions of the will relied
Marcial G. Mendiola for plaintiff-appellant. upon by appellant imposes only a moral but not
Onofre P. Guevara for defendants-appellees. a legal obligation, the trial court went on to
consider the import of the word
BAUTISTA ANGELO, J.: "Pahihintulutan" employed with reference to
appellant. In its opinion said word only means
This is an action filed by Delfin Yambao to permit or to allow, but not to direct appellees
against Angelina Gonzales and Maria Pablo to appoint appellant as tenant. Rather, it
praying that the latter be ordered to appoint opines, it merely contains a suggestion to
and employ him as tenant during his lifetime on employ because the testatrix did not use the
the parcels of land bequeathed to and inherited words "ipinaguutos ko" which she used in
by them from Maria Gonzales, as well as to connection with other provisions of the will, so
deliver to him the value of the harvests that there is no clear indication that it was her
belonging to him as tenant of said parcels of intention to make such provision compulsory.
land. In their answer, defendants averred that
the provisions of the will relied upon by plaintiff We believe, however, that the trial court has
is not mandatory; that the determination of who not properly interpreted the real import of the
should be the tenant of the land is vested in a wish of the testatrix. Analyzing it carefully we
special court; and that the present action is not will find that the same contains a clear directive
the proper remedy. to employ appellant as may be seen from the
words preceding the word "pahihintulutan",
After trial, the court dismissed the complaint for which say: "Dapat din naman malaman ng
lack of sufficient cause of action. It held that dalawa kong tagapagmana na sila MARIA
the provisions of the will relied upon by plaintiff PABLO at ANGELINA GONZALES na sila ay
merely amount to a suggestion to the may dapat TUNGKULIN O GANGPANAN
defendants who, though morally bound, are not GAYA ng mga sumusunod." The words 'dapat
legally compelled to follow said suggestion, TUNGKULIN O GANGPANAN" mean to do or
invoking as authority Article 797 of the old Civil to carry out as a mandate or directive, and
Code. Plaintiff has appealed. having reference to the word "pahihintulutan",
can convey no other meaning than to impose a
The pertinent provisions of the will relied upon duty upon appellees. To follow the
by appellant read as follows: interpretation given by the trial court would be
to devoid the wish of the testatrix of its real and
Dapat din naman malaman ng dalawa true meaning.
kong tagapagmana na sila MARIA
PABLO at ANGELINA GONZALES na Article 797 of the old Civil Code, invoked by the
sila ay may dapat TUNGKULIN O trial court, is inapplicable. That refers to an
GANGPANAN GAYA ng mga institution of an heir intended to be conditional
sumusunod: by providing that a statement to the effect
cannot be considered as a condition unless it
xxx xxx xxx appears clearly that such is the intention of the
testator. We are not faced here with any
(2) Pahihintulutan nila na si Delfin conditional institution of heirship. What we
Yambao ang makapagtrabajo ng bukid have is a clear-cut mandate which the heirs
habang panahon, at ang nasabing bukid cannot fail to carry out.
ay isasailalim ng pamamahala ng
Albasea samantalang ang bukid ay WHEREFORE, the decision appealed from is
nasa usapin at may utang pa. reversed. Appellees are hereby ordered to
employ appellant as tenant immediately after
53
It appears that on August 10, 1942, Maria this decision has become final. Costs against
appellees.
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