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ARTICLE 779 the Court of First Instance of Rizal a

petition for the settlement of the


intestate estate of Fr. Rodriguez
alleging, among other things, that Fr.
ANGELA RODRIGUEZ, MARIA RODRIGUEZ, Rodriguez was a resident of Parañaque,
ET AL., petitioners, Rizal, and died without leaving a will and
vs. praying that Maria Rodriguez be
HON. JUAN DE BORJA, as Judge of the appointed as Special Administratrix of
Court of First Instance of Bulacan, Branch the estate; and that on March 12, 1963
III, Apolonia Pangilinan and Adelaida
ANATOLIA PANGILINAN and ADELAIDA Jacalan filed a petition in this Court for
JACALAN, respondents. the probation of the will delivered by
them on March 4, 1963. It was
Lorenzo Somulong for petitioners. stipulated by the parties that Fr.
Torres and Torres for respondents. Rodriguez was born in Parañaque,
Rizal; that he was Parish priest of the
REYES, J.B.L., J.: Catholic Church of Hagonoy, Bulacan,
from the year 1930 up to the time of his
Petitioners Angela, Maria, Abelardo and death in 1963; that he was buried in
Antonio, surnamed Rodriguez, petition this Parañaque, and that he left real
Court for a writ of certiorariand prohibition to properties in Rizal, Cavite, Quezon City
the Court of First Instance of Bulacan, for its and Bulacan.
refusal to grant their motion to dismiss its
Special Proceeding No. 1331, which said Court The movants contend that since the
is alleged to have taken cognizance of without intestate proceedings in the Court of
jurisdiction. First Instance of Rizal was filed at 8:00
A.M. on March 12, 1963 while the
The facts and issues are succinctly narrated in petition for probate was filed in the Court
the order of the respondent court, dated June of First Instance of Bulacan at 11:00
13, 1963 (Petition, Annex 0), in this wise: A.M. on the same date, the latter Court
has no jurisdiction to entertain the
It is alleged in the motion to dismiss filed petition for probate, citing as authority in
by Angela, Maria, Abelardo and Antonio support thereof the case of Ongsingco
Rodriguez, through counsel, that this Vda. de Borja vs. Tan and De Borja,
Court "has no jurisdiction to try the G.R. No. 7792, July 27, 1955.
above-entitled case in view of the
pendency of another action for the The petitioners Pangilinan and Jacalan,
settlement of the estate of the deceased on the other hand, take the stand that
Rev. Fr. Celestino Rodriguez in the the Court of First Instance of Bulacan
Court of First Instance of Rizal, namely, acquired jurisdiction over the case upon
Sp. Proceedings No. 3907 entitled 'In delivery by them of the will to the Clerk
the matter of the Intestate Estate of the of Court on March 4, 1963, and that the
deceased Rev. Fr. Celestino Rodriguez case in this Court therefore has
which was filed ahead of the instant precedence over the case filed in Rizal
case". on March 12, 1963.

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
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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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require comment. (Cf. Tanunchuan vs.


Page
Dy Buncio & Co., G.R. No. 48206, bad faith, patently done with a view to divesting
December 31, 1942). Furthermore, the latter court of the precedence awarded it by
section 600 of Act No. 190, providing the Rules. Certainly the order of priority
that the estate of a deceased person established in Rule 73 (old Rule 75) was not
shall be settled in the province where he designed to convert the settlement of
had last resided, could not have been decedent's estates into a race between
intended as defining the jurisdiction of applicants, with the administration of the
the probate court over the subject properties as the price for the fleetest.
matter, because such legal provision is
contained in a law of procedure dealing The other reason is that, in our system of civil
merely with procedural matters, and, as law, intestate succession is only subsidiary or
we have said time and again, procedure subordinate to the testate, since intestacy only
is one thing and jurisdiction over the takes place in the absence of a valid operative
subject matter is another. (Attorney will. Says Article 960 of the Civil Code of the
General vs. Manila Railroad Company, Philippines:
20 Phil. 523.) The law of jurisdiction —
Act No. 136, Section 56, No. 5 — ART. 960. Legal or intestate succession
confers upon Courts of First Instance takes place:
jurisdiction over all probate cases
independently of the place of residence (1) If a person dies without a will, or with
of the deceased.1 Since, however, there a void will, or one which has
are many Courts of First Instance in the subsequently lost its validity;
Philippines, the Law of Procedure, Act
No. 190, section 600, fixes the venue or (2) When the will does not institute an
the place where each case shall be heir to, or dispose of all the property
brought. Thus, the place of residence of belonging to the testator. In such case,
the deceased is not an element of legal succession shall take place only
jurisdiction over the subject matter but with respect to the property in which the
merely of venue. And it is upon this testator has not disposed;
ground that in the new Rules of Court
the province where the estate of a (3) If the suspensive condition attached
deceased person shall be settled is to the institution of heir does not happen
properly called "venue" (Rule 75, section or is not fulfilled, or if the heir dies
1.) Motion for reconsideration is denied. before the testator, or repudiates the
inheritance, there being no substitution,
The estate proceedings having been initiated in and no right of accretion takes place;
the Bulacan Court of First Instance ahead of
any other, that court is entitled to assume (4) When the heir instituted is incapable
jurisdiction to the exclusion of all other courts, of succeeding, except in cases provided
even if it were a case of wrong venue by in this Code.
express provisions of Rule 73 (old Rule 75) of
the Rules of Court, since the same enjoins Therefore, as ruled in Castro, et al. vs.
that: Martinez, 10 Phil. 307, "only after final decision
as to the nullity of testate succession could an
The Court first taking cognizance of the intestate succession be instituted in the form of
settlement of the estate of a decedent pre-established action". The institution of
shall exercise jurisdiction to the intestacy proceedings in Rizal may not thus
exclusion of all other courts. (Sec. 1) proceed while the probate of the purported will
of Father Rodriguez is pending.
This disposition presupposes that two or more
courts have been asked to take cognizance of We rule that the Bulacan Court of First
the settlement of the estate. Of them only one Instance was entitled to priority in the
could be of proper venue, yet the rule grants settlement of the estate in question, and that in
precedence to that Court whose jurisdiction is refusing to dismiss the probate. proceedings,
first invoked, without taking venue into account. said court did not commit any abuse of
discretion. It is the proceedings in the Rizal
There are two other reasons that militate Court that should be discontinued.
against the success of petitioners. One is that
their commencing intestate proceedings in Wherefore, the writ of certiorari applied for is
Rizal, after they learned of the delivery of the denied. Costs against petitioners Rodriguez.
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decedent's will to the Court of Bulacan, was in


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Page4
ARTICLES 779, 780, 788, AND 792 of her will. She devised and partitioned the
conjugal lands as if they were all owned by her.
She disposed of in the will her husband's one
half share of the conjugal assets. *
In the Matter of the Petition to Approve the
Will of Leodegaria Julian. FELIX BALANAY, Felix Balanay, Sr. and Avelina B. Antonio
JR., petitioner, opposed the probate of the will on the grounds
vs. of lack of testamentary capacity, undue
HON. ANTONIO M. MARTINEZ, Judge of the influence, preterition of the husband and
Court of First Instance of Davao, Branch VI; alleged improper partition of the conjugal
AVELINA B. ANTONIO and DELIA B. estate. The oppositors claimed that Felix
LANABAN, respondents. Balanay, Jr. should collate certain properties
which he had received from the testatrix.
Roberto M. Sarenas for petitioner.
Felix Balanay, Jr., in his reply to the opposition,
Jose B. Guyo for private respondents. attached thereto an affidavit of Felix Balanay,
Sr. dated April 18, 1973 wherein he withdrew
his opposition to the probate of the will and
affirmed that he was interested in its probate.
AQUINO, J.: On the same date Felix Balanay, Sr. signed an
instrument captioned "Conformation (sic) of
Felix Balanay, Jr. appealed by certiorari from Division and Renunciation of Hereditary
the order of the Court of First Instance of Rights" wherein he manifested that out of
Davao dated February 28, 1974, declaring respect for his wife's will he "waived and
illegal and void the will of his mother, renounced' his hereditary rights in her estate in
Leodegaria Julian, converting the testate favor of their six children. In that same
proceeding into an intestate proceeding and instrument he confirmed the agreement, which
ordering the issuance of the corresponding he and his wife had perfected before her death,
notice to creditors (Special Case No. 1808). that their conjugal properties would be
The antecedents of the appeal are as follows: partitioned in the manner indicated in her will.

Leodegaria Julian, a native of Sta. Maria, Avelina B. Antonio, an oppositor, in her


Ilocos Sur, died on February 12, 1973 in Davao rejoinder contended that the affidavit and
City at the age of sixty-seven. She was "conformation" of Felix Balanay, Sr. were void.
survived by her husband, Felix Balanay, Sr., The lower court in its order of June 18, 1973
and by their six legitimate children named Felix "denied" the opposition and reset for hearing
Balanay, Jr., Avelina B. Antonio, Beatriz B. the probate of the will. It gave effect to the
Solamo, Carolina B. Manguiob, Delia B. affidavit and conformity of Felix Balanay, Sr. In
Lanaban and Emilia B. Pabaonon. an order dated August 28, 1973 it appointed its
branch clerk of court as special administrator of
Felix J. Balanay, Jr. filed in the lower court a the decedent's estate.
petition dated February 27, 1973 for the
probate of his mother's notarial will dated Mrs. Antonio moved for the reconsideration of
September 5, 1970 which is written in English. the lower court's order of June 18, 1973 on the
In that will Leodegaria Julian declared (a) that grounds (a) that the testatrix illegally claimed
she was the owner of the "southern half of nine that she was the owner of the southern half of
conjugal lots (par. II); (b) that she was the the conjugal lots and (b) that she could not
absolute owner of two parcels of land which partition the conjugal estate by allocating
she inherited from her father (par. III), and (c) portions of the nine lots to her children. Felix
that it was her desire that her properties should Balanay, Jr., through his counsel,
not be divided among her heirs during her Hermenegildo Cabreros, opposed that motion.
husband's lifetime and that their legitimes The lower court denied it in its order of October
should be satisfied out of the fruits of her 15, 1973.
properties (Par. IV).
In the meanwhile, another lawyer appeared in
Then, in paragraph V of the will she stated that the case. David O. Montaña, Sr., claiming to be
after her husband's death (he was eighty-two the lawyer of petitioner Felix Balanay, Jr. (his
years old in 1973) her paraphernal lands and counsel of record was Atty. Cabreros), filed a
all the conjugal lands (which she described as motion dated September 25, 1973 for "leave of
"my properties") should be divided and court to withdraw probate of alleged will of
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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
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opposed the motion for reconsideration. The and proindiviso (Art. 143, Civil Code; Madrigal
Page
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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rules on collation, the will is intrinsically valid Civil Code).1äwphï1.ñët


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In the instant case, the preterited heir was the the law can make (Castro vs. Bustos, L-25913,
surviving spouse. His preterition did not February 28, 1969, 27 SCRA 327, 341).
produce intestacy. Moreover, he signified his
conformity to his wife's will and renounced his Two other errors of the lower court may be
hereditary rights. . noticed. It erred in issuing a notice to creditors
although no executor or regular administrator
It results that the lower court erred in not has been appointed. The record reveals that it
proceeding with the probate of the will as appointed a special administrator. A notice to
contemplated in its uncancelled order of June creditors is not in order if only a special
18, 1973. Save in an extreme case where the administrator has been appointed. Section 1,
will on its face is intrinsically void, it is the Rule 86 of the Rules of Court, in providing that
probate court's duty to pass first upon the "immediately after granting letters of
formal validity of the will. Generally, the testamentary or of administration, the court
probate of the will is mandatory (Art. 838, Civil shall issue a notice requiring all persons having
Code; Guevara vs. Guevara, 74 Phil. 479 and money claims against the decedent to file them
98 Phil. 249; Fernandez vs. Dimagiba, L- in the office of the clerk of said court" clearly
23638, October 12, 1967, 21 SCRA 428). contemplates the appointment of an executor
or regular administrator and not that of a
As aptly stated by Mr. Justice Barredo, "the special administrator.
very existence of a purported testament is in
itself prima facie proof that the supposed It is the executor or regular administrator who
testator has willed that his estate should be is supposed to oppose the claims against the
distributed in the manner therein provided, and estate and to pay such claims when duly
it is incumbent upon the state that, if legally allowed (See. 10, Rule 86 and sec. 1, Rule 88,
tenable, such desire be given effect Rules of Court).
independent of the attitude of the parties
affected thereby" (Resolution, Vda. de Precilla We also take this occasion to point out that the
vs. Narciso, L-27200, August 18, 1972, 46 probate court's appointment of its branch clerk
SCRA 538, 565). of court as special administrator (p. 30, Rollo)
is not a salutary practice because it might
To give effect to the intention and wishes of the engender the suspicion that the probate Judge
testatrix is the first and principal law in the and his clerk of court are in cahoots in milking
matter of testaments (Dizon-Rivera vs. Dizon, the decedent's estate. Should the branch clerk
L-24561, June 30, 1970, 33 SCRA 554, 561). of court commit any abuse or devastavit in the
Testacy is preferable to intestacy. An course of his administration, the probate Judge
interpretation that will render a testamentary might find it difficult to hold him to a strict
disposition operative takes precedence over a accountability. A court employee should devote
construction that will nullify a provision of the his official time to his official duties and should
will (Arts. 788 and 791, Civil Code). not have as a sideline the administration of a
decedent's estate.
Testacy is favored. Doubts are resolved in
favor of testacy especially where the will WHEREFORE, the lower court's orders of
evinces an intention on the part of the testator February 28, and June 29, 1974 are set aside
to dispose of practically his whole estate. So and its order of June 18, 1973, setting for
compelling is the principle that intestacy should hearing the petition for probate, is affirmed.
be avoided and that the wishes of the testator The lower court is directed to conduct further
should prevail that sometimes the language of proceedings in Special Case No. 1808 in
the will can be varied for the purpose of giving consonance with this opinion. Costs, against
it effect (Austria vs. Reyes, L-23079, February the private respondents.
27, 1970, 31 SCRA 754, 762).
SO ORDERED.
As far as is legally possible, the expressed
desire of the testator must be followed and the
dispositions of the properties in his will should
be upheld (Estorque vs. Estorque, L-19573,
June 30, 1970, 33 SCRA 540, 546).

The law has a tender regard for the wishes of


the testator as expressed in his will because
any disposition therein is better than that which
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ARTICLE 783 hereinbelow, shall be inherited
and acknowledged by the
children and spouse of Jorge
Rabadilla.
JOHNNY S. RABADILLA,[1] petitioner,
vs. COURT OF APPEALS AND MARIA xxx
MARLENA[2] COSCOLUELLA Y
BELLEZA FOURTH
VILLACARLOS, respondents.
(a)....It is also my command, in
DECISION this my addition (Codicil), that
should I die and Jorge Rabadilla
PURISIMA, J.: shall have already received the
ownership of the said Lot No.
This is a petition for review of the 1392 of the Bacolod Cadastre,
decision of the Court of Appeals,[3] dated covered by Transfer Certificate of
December 23, 1993, in CA-G.R. No. Title No. RT-4002 (10942), and
CV-35555, which set aside the decision also at the time that the lease of
of Branch 52 of the Regional Trial Court Balbinito G. Guanzon of the said
in Bacolod City, and ordered the lot shall expire, Jorge Rabadilla
defendants-appellees (including herein shall have the obligation until he
petitioner), as heirs of Dr. Jorge dies, every year to give to Maria
Rabadilla, to reconvey title over Lot No. Marlina Coscolluela y Belleza,
1392, together with its fruits and Seventy (75) (sic) piculs of Export
interests, to the estate of Aleja Belleza. sugar and Twenty Five (25)
piculs of Domestic sugar, until the
The antecedent facts are as follows: said Maria Marlina Coscolluela y
Belleza dies.
In a Codicil appended to the Last Will
and Testament of testatrix Aleja Belleza, FIFTH
Dr. Jorge Rabadilla, predecessor-in-
interest of the herein petitioner, Johnny (a) Should Jorge Rabadilla die,
S. Rabadilla, was instituted as a devisee his heir to whom he shall give Lot
of 511, 855 square meters of that parcel No. 1392 of the Bacolod
of land surveyed as Lot No. 1392 of the Cadastre, covered by Transfer
Bacolod Cadastre. The said Codicil, Certificate of Title No. RT-4002
which was duly probated and admitted (10492), shall have the obligation
in Special Proceedings No. 4046 before to still give yearly, the sugar as
the then Court of First Instance of specified in the Fourth paragraph
Negros Occidental, contained the of his testament, to Maria Marlina
following provisions: Coscolluela y Belleza on the
month of December of each year.
"FIRST
SIXTH
I give, leave and bequeath the
following property owned by me I command, in this my addition
to Dr. Jorge Rabadilla resident of (Codicil) that the Lot No. 1392, in
141 P. Villanueva, Pasay City: the event that the one to whom I
have left and bequeathed, and
(a) Lot No. 1392 of the Bacolod his heir shall later sell, lease,
Cadastre, covered by Transfer mortgage this said Lot, the buyer,
Certificate of Title No. RT-4002 lessee, mortgagee, shall have
(10942), which is registered in my also the obligation to respect and
name according to the records of deliver yearly ONE HUNDRED
the Register of Deeds of Negros (100) piculs of sugar to Maria
Occidental. Marlina Coscolluela y Belleza, on
each month of December,
(b) That should Jorge Rabadilla SEVENTY FIVE (75) piculs of
die ahead of me, the Export and TWENTY FIVE (25)
aforementioned property and the piculs of Domestic, until Maria
9

rights which I shall set forth Marlina shall die, lastly should the
Page
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

and 25 piculs domestic sugar) to Rose Rabadilla y


plaintiff Maria Marlena Azurin or Alan
Page
Azurin, during On July 22, 1991, the Regional Trial
December of each Court came out with a decision,
sugar crop year, in dismissing the complaint and disposing
Azucar Sugar as follows:
Central; and, this is
considered "WHEREFORE, in the light of the
compliance of the aforegoing findings, the Court
annuity as finds that the action is
mentioned, and in prematurely filed as no cause of
the same manner action against the defendants has
will compliance of as yet arose in favor of plaintiff.
the annuity be in While there maybe the non-
the next succeeding performance of the command as
crop years. mandated exaction from them
simply because they are the
That the annuity above stated for children of Jorge Rabadilla, the
crop year 1985-86, 1986-87, and title holder/owner of the lot in
1987-88, will be complied in cash question, does not warrant the
equivalent of the number of piculs filing of the present complaint.
as mentioned therein and which The remedy at bar must fall.
is as herein agreed upon, taking Incidentally, being in the category
into consideration the composite as creditor of the left estate, it is
price of sugar during each sugar opined that plaintiff may initiate
crop year, which is in the total the intestate proceedings, if only
amount of ONE HUNDRED FIVE to establish the heirs of Jorge
THOUSAND PESOS Rabadilla and in order to give full
(P105,000.00). meaning and semblance to her
claim under the Codicil.
That the above-mentioned amount will
be paid or delivered on a staggered In the light of the aforegoing
cash installment, payable on or before findings, the Complaint being
the end of December of every sugar prematurely filed is DISMISSED
crop year, to wit: without prejudice.

For 1985-86, TWENTY SIX SO ORDERED."[6]


THOUSAND TWO HUNDRED FIFTY
(P26,250.00) Pesos, payable on or On appeal by plaintiff, the First Division
before December of crop year 1988-89; of the Court of Appeals reversed the
decision of the trial court; ratiocinating
For 1986-87, TWENTY SIX and ordering thus:
THOUSAND TWO HUNDRED FIFTY
(P26,250.00) Pesos, payable on or "Therefore, the evidence on
before December of crop year 1989-90; record having established
plaintiff-appellant's right to
For 1987-88, TWENTY SIX receive 100 piculs of sugar
THOUSAND TWO HUNDRED FIFTY annually out of the produce of Lot
(P26,250.00) Pesos, payable on or No. 1392; defendants-appellee's
before December of crop year 1990-91; obligation under Aleja Belleza's
and codicil, as heirs of the modal heir,
Jorge Rabadilla, to deliver such
For 1988-89, TWENTY SIX amount of sugar to plaintiff-
THOUSAND TWO HUNDRED FIFTY appellant; defendants-appellee's
(P26,250.00) Pesos, payable on or admitted non-compliance with
before December of crop year 1991- said obligation since 1985; and,
92."[5] the punitive consequences
enjoined by both the codicil and
However, there was no compliance with the Civil Code, of seizure of Lot
the aforesaid Memorandum of No. 1392 and its reversion to the
Agreement except for a partial delivery estate of Aleja Belleza in case of
11

of 50.80 piculs of sugar corresponding such non-compliance, this Court


to sugar crop year 1988 -1989. deems it proper to order the
Page
reconveyance of title over Lot No. testamentary provision cannot be given
1392 from the estates of Jorge any effect.
Rabadilla to the estate of Aleja
Belleza. However, plaintiff- The petitioner theorizes further that
appellant must institute separate there can be no valid substitution for the
proceedings to re-open Aleja reason that the substituted heirs are not
Belleza's estate, secure the definite, as the substituted heirs are
appointment of an administrator, merely referred to as "near
and distribute Lot No. 1392 to descendants" without a definite identity
Aleja Belleza's legal heirs in order or reference as to who are the "near
to enforce her right, reserved to descendants" and therefore, under
her by the codicil, to receive her Articles 843[8] and 845[9] of the New Civil
legacy of 100 piculs of sugar per Code, the substitution should be
year out of the produce of Lot No. deemed as not written.
1392 until she dies.
The contentions of petitioner are
Accordingly, the decision untenable. Contrary to his supposition
appealed from is SET ASIDE and that the Court of Appeals deviated from
another one entered ordering the issue posed before it, which was the
defendants-appellees, as heirs of propriety of the dismissal of the
Jorge Rabadilla, to reconvey title complaint on the ground of prematurity
over Lot No. 1392, together with of cause of action, there was no such
its fruits and interests, to the deviation. The Court of Appeals found
estate of Aleja Belleza. that the private respondent had a cause
of action against the petitioner. The
SO ORDERED."[7] disquisition made on modal institution
was, precisely, to stress that the private
Dissatisfied with the aforesaid respondent had a legally demandable
disposition by the Court of Appeals, right against the petitioner pursuant to
petitioner found his way to this subject Codicil; on which issue the Court
Court via the present petition, of Appeals ruled in accordance with law.
contending that the Court of Appeals
erred in ordering the reversion of Lot It is a general rule under the law on
1392 to the estate of the testatrix Aleja succession that successional rights are
Belleza on the basis of paragraph 6 of transmitted from the moment of death of
the Codicil, and in ruling that the the decedent[10] and compulsory heirs
testamentary institution of Dr. Jorge are called to succeed by operation of
Rabadilla is a modal institution within law. The legitimate children and
the purview of Article 882 of the New descendants, in relation to their
Civil Code. legitimate parents, and the widow or
widower, are compulsory heirs.[11] Thus,
The petition is not impressed with merit. the petitioner, his mother and sisters, as
compulsory heirs of the instituted heir,
Petitioner contends that the Court of Dr. Jorge Rabadilla, succeeded the
Appeals erred in resolving the appeal in latter by operation of law, without need
accordance with Article 882 of the New of further proceedings, and the
Civil Code on modal institutions and in successional rights were transmitted to
deviating from the sole issue raised them from the moment of death of the
which is the absence or prematurity of decedent, Dr. Jorge Rabadilla.
the cause of action. Petitioner maintains
that Article 882 does not find application Under Article 776 of the New Civil Code,
as there was no modal institution and inheritance includes all the property,
the testatrix intended a mere simple rights and obligations of a person, not
substitution - i.e. the instituted heir, Dr. extinguished by his death. Conformably,
Jorge Rabadilla, was to be substituted whatever rights Dr. Jorge Rabadilla had
by the testatrix's "near descendants" by virtue of subject Codicil were
should the obligation to deliver the fruits transmitted to his forced heirs, at the
to herein private respondent be not time of his death. And since obligations
complied with. And since the testatrix not extinguished by death also form part
12

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
Page
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.

Similarly unsustainable is petitioner's


submission that by virtue of the
amicable settlement, the said obligation
imposed by the Codicil has been
assumed by the lessee, and whatever
obligation petitioner had become the
obligation of the lessee; that petitioner is
deemed to have made a substantial and
constructive compliance of his obligation
through the consummated settlement
between the lessee and the private
respondent, and having consummated a
settlement with the petitioner, the
recourse of the private respondent is the
fulfillment of the obligation under the
amicable settlement and not the seizure
of subject property.

Suffice it to state that a Will is a


personal, solemn, revocable and free
act by which a person disposes of his
property, to take effect after his
death.[25] Since the Will expresses the
manner in which a person intends how
his properties be disposed, the wishes
and desires of the testator must be
strictly followed. Thus, a Will cannot be
the subject of a compromise agreement
which would thereby defeat the very
purpose of making a Will.

WHEREFORE, the petition is hereby


DISMISSED and the decision of the
Court of Appeals, dated December 23,
1993, in CA-G.R. No. CV-35555
AFFIRMED. No pronouncement as to
costs

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.

Primer Error. — El Juzgado inferior erro CARLOS GIL


al dejar de declarar que el alegado
testamento de Carlos Gil no ha sido
otogar de acuerdo con la ley. Testificacion:

Segundo Error. — Erro finalmente a Segunda Pagina (2)


legalizar el referido testamento.

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

oppositor and appellee." Both parties


remanentes se adjudicaran a Don
are agreed that this is a true and correct
Page

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

laying down the following doctrine:


Page
In the case of Dischoso de Ticson vs. De The objection was that the attestation clause
Gorotiza (57 Phil., 437), it was held that: did not state that the testator and the witnesses
signed each and every page of the will. This
An attestation clause to a will, copied fact , however, appears in the will itself. It is
from a form book and reading: "We, the clear, therefore, that in case of the will
undersigned attesting witnesses, whose complied with all the requisites for its due
residences are stated opposite our execution. In the instant case, essential words
respective names, do hereby certify that were omitted.
the testatrix, whose name is signed
hereinabove, has publish unto us the In the case of Alcala vs. De Villa 1 (40 Off.
foregoing will consisting of two pages as Gaz., 14th Supplement, 131, 134-135, No. 23,
her Last Will and Testament, and has April 18, 1939), the attestation clause reads as
signed the same in our presence, and in follows:
witness whereof we have each signed
the same and each page thereof in the Hacemos constar que en la fecha y
presence of said testatrix and in the pueblo arriba mencionadios otorgo el
presence of each other," held not to be Sr. Emiliano Alcala su ultima voluntad o
fatally defective and to conform to the testamentao compuesto de cuatro
law. paginas incluida ya esta clasula de
atestiguamiento. Que estabamos
This very different from the attestation clause presentes en el momento de leer y
in the case at bar. ratificar el que el testamento arriba
mencionado es su ultima voluntad o
In the case of Grey vs. Fabie * (40 Off. Gaz., testamento compuesto de cuatro
1st Supplement, 196, No. 3, May 23, 1939), paginasen papel de maquinilla. Que
the will was objected to on the ground that, igualmente estabamos presentes
although the attestation clause stated that cuando el firmo este documento al pie
"each of the pages of which the said will is del mismo y en el margen izquierdo de
composed" was signed by the testatrix at the cada pagina del testador tambien en
left margin and at the foot of the fifth page, it presencia suya y de cada uno de
did not state that the signature was made in nosotros en cada pagina y en el margen
the presence of the witnesses. It was held, izquierdo de esta escritura o
however, that said deficiency was cured by the testamento. En su testimonio firmamos
phrase "as well as by each of us in the abajo en prsencia del testador y de
presence of the testatrix." The words "as well cada uno de nosotros.
as" indicate that the testatrix signed also in the
presence of the witnesses, for the phrase "as The above attestation clause is substantially
well as" in this case is equivalent to "also." The perfect. The only clerical error is that it says
language is clear and, unlike the attestation "testador" instead of "testamento" in the phrase
clause in the present case, does not "cada pagina del testador." The word "tambien"
necessitate any correction. In the body of the renders unnecessary the use of the verb
will the testatrix stated that she signed in the "firmamos."
presence of each and all of the three
witnesses. This was considered as a In the case of Mendoza vs. Pilapil 2 (40 Off.
corroboration, but it was unnecessary. Gaz., 1855, No. 9, June 27, 1941), the
attestation clause did not state the number of
In the case of Leynez vs. Leynez (40 Off. Gaz., pages of the will. However, it was held that this
3rd Supplement, 51, 52, No. 7, October 18, deficiency was cured by the will itself, which
1939; 68 Phil., 745), the attestation clause stated that it consisted of three pages and in
reads as follows: fact it had three pages.

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

consta de dos (2) paginas solamente. testamento y ultima voluntad, que se ha


redactado en cuatro paginas, de
Page
Numeriano Rallos, quien despues de decedent may have thought he had
leer y de leer y de leerle el mencionado made a will, but the statute says he had
testamento, y despues de que ella dio not. The question is not one of his
su conformidad, firmo y marco con su intention, but of what he actually did, or .
dedo pulgar derecho en nuestra . . failed to do. . . . It may happen . . .
presencia y en presencia de cada uno that . . . wills . . . truly expressing the
de nosotros, que asimismo cada uno de intertions of the testator are made
nosotros, los testigos, firmamos without observations of the required
enpresencia de la testadora y en forms; and whenever that happens, the
presencia de cada uno de nosotros. genuine intention is frustrated. . . . The
Legislature . . . has taught of it best and
It will be noticed that the only thing omitted is has therefore determined, to run the risk
the statement as to the signing of the testatrix of frustrating (that intention, . . . in
and the witnesses of each and every page of preference to the risk of giving effect to
the will, but the omission is cured by the fact or facilitating the formation of spurious
that their signatures appear on every page. wills, by the absence of forms. . . . The
This attestation clause is different from that evil probably to arise by giving to wills
involved in the present case. made without any form, . . ." or, in
derogation of testator's wishes,
There is no reason why wills should not be fraudulently imposing spurious wills on
executed by complying substantially with the his effect on his estate. Churchill's
clear requisites of the law, leaving it to the Estate, 260 Pac. 94, 101, 103 Atl. 533.
courts to supply essential elements. The right
to dispose of property by will is not natural but It has always been the policy of this
statutory, and statutory requirements should be court to sustain a will if it is legally
satisfied. possible to do so, but we cannot break
down the legislative barriers protecting a
The right to make a testamentary man's property after death, even if a
disposition of one's property is purely of situation may be presented apparently
statutory creation, and is available only meritorious. (In Re: Maginn, 30 A. L. R.,
upon the compliance with the pp. 419, 420.)
requirements of the statute. The
formalities which the Legislature has In view of the foregoing, the decision appealed
prescribed for the execution of a will are from is reversed, denying the probate of the
essential to its validity, and cannot be alleged will and declaring intestate the estate
disregarded. The mode so prescribed is of the deceased Carlos Gil. With costs against
the measure for the exercise of the right, the appellee. It is so ordered.
and the heir can be deprived of his
inheritance only by a compliance with
this mode. For the purpose of
determining whether a will has been
properly executed, the intention of the
testator in executing it is entitled to no
consideration. For that purpose only
intention of the Legislature, as
expressed in the language of the
statute, can be considered by the court,
and whether the will as presented,
shows a compliance with the statute. XXX
Estate of Walker, 110 Cal., 387, 42
Pac., 815, 30 L. R. A., 460, 52 Am. St. MONTINOLA VS HERBOSA (CA CASE)
Rep. 104. In re Seaman's Estate, 80
Pac., 700, 701.) XXX

In interpreting the legislature's thought,


courts have rigidly opposed any
exception tending to weaken the basic
principle underlying the law, the chief
purpose of which is to see that the
20

testator's wishes are observed. It is


possible, in some or many cases, a
Page
JOSE MERZA, petitioner, examination of the instrument. Hence, the
vs. absence of the require statement in said clause
PEDRO LOPEZ PORRAS, respondent. may not, pursuant to the decisions of the
Supreme Court, be offset by
Primicias, Abad, Mencies & Castillo for proof aliunde even if admitted without any
petitioner. objection."
Moises Ma. Buhain for respondent.
The premise of the conclusion is, in our
TUAZON , J.: opinion, incorrect.

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."

Exhibit B does partake of the nature of a will. A


will is defined in article 667 of the Civil code of
Spain as "the act by which a persons dispose
of all his property or a portion of it," and in
article 783 of the new Civil Code as "an act
whereby a person is permitted, with the
formalities prescribed by law, to control to a
certain degree the disposition of his estate, to
take effect after his death. Exhibit B comes
within this definition.

Being of testamentary character and having


been made with all the formalities of law,
Exhibit B is entitled to probate as an
independent testementary desposition. In the
absence of any legal provision to the contrary
— and there is none in this jurisdiction — it is
the general, well-established rule that two
separate and distinct wills may be probated if
one does not revoke the other (68 C.J., 885)
and provided that the statutory requirements
relative to the execution of wills have been
complied with (Id. 881). As seen, Exhibit B
embodied all the requisites of a will, even free
of such formal of literary imperfections as are
found in Exhibit A.

It also follows that Exhibit B is a legal and


effective vehicle for excluding lawful heirs from
testate or intestate succession. Article 849 of
the Civil Code of Spain does not, as the
appealed decision seems to insinuate, require
that the disinheritance should be accomplished
in the same instrument by which the maker
provides the disposition of his or her property
after his or death. This article merely provides
that "disinheritance can be affected only by a
22

will (any will) in which the legal cause upon


which it is based is expressly stated."
Page
ROMARICO G. VITUG, petitioner, AMERICAN NATIONAL TRUST
vs. AND SAVINGS ASSOCIATION
THE HONORABLE COURT OF APPEALS (hereinafter referred to as the
and ROWENA FAUSTINO- BANK), that all money now or
CORONA, respondents. hereafter deposited by us or any
or either of us with the BANK in
Rufino B. Javier Law Office for petitioner. our joint savings current account
shall be the property of all or both
Quisumbing, Torres & Evangelista for private of us and shall be payable to and
respondent. collectible or withdrawable by
either or any of us during our
lifetime, and after the death of
either or any of us shall belong to
SARMIENTO, J.: and be the sole property of the
survivor or survivors, and shall be
This case is a chapter in an earlier suit decided payable to and collectible or
by this Court 1 involving the probate of the two withdrawable by such survivor or
wills of the late Dolores Luchangco Vitug, who survivors.
died in New York, U. S.A., on November 10,
1980, naming private respondent Rowena We further agree with each other
Faustino-Corona executrix. In our said and the BANK that the receipt or
decision, we upheld the appointment of Nenita check of either, any or all of us
Alonte as co-special administrator of Mrs. during our lifetime, or the receipt
Vitug's estate with her (Mrs. Vitug's) widower, or check of the survivor or
petitioner Romarico G. Vitug, pending probate. survivors, for any payment or
withdrawal made for our above-
On January 13, 1985, Romarico G. Vitug filed mentioned account shall be valid
a motion asking for authority from the probate and sufficient release and
court to sell certain shares of stock and real discharge of the BANK for such
properties belonging to the estate to cover payment or withdrawal. 5
allegedly his advances to the estate in the sum
of P667,731.66, plus interests, which he The trial courts 6 upheld the validity of this
claimed were personal funds. As found by the agreement and granted "the motion to sell
Court of Appeals, 2the alleged advances some of the estate of Dolores L. Vitug, the
consisted of P58,147.40 spent for the payment proceeds of which shall be used to pay the
of estate tax, P518,834.27 as deficiency estate personal funds of Romarico Vitug in the total
tax, and P90,749.99 as "increment sum of P667,731.66 ... ."7
thereto." 3 According to Mr. Vitug, he withdrew
the sums of P518,834.27 and P90,749.99 from On the other hand, the Court of Appeals, in the
savings account No. 35342-038 of the Bank of petition for certiorari filed by the herein private
America, Makati, Metro Manila. respondent, held that the above-quoted
survivorship agreement constitutes a
On April 12, 1985, Rowena Corona opposed conveyance mortis causa which "did not
the motion to sell on the ground that the same comply with the formalities of a valid will as
funds withdrawn from savings account No. prescribed by Article 805 of the Civil
35342-038 were conjugal partnership Code," 8 and secondly, assuming that it is a
properties and part of the estate, and hence, mere donation inter vivos, it is a prohibited
there was allegedly no ground for donation under the provisions of Article 133 of
reimbursement. She also sought his ouster for the Civil Code. 9
failure to include the sums in question for
inventory and for "concealment of funds The dispositive portion of the decision of the
belonging to the estate." 4 Court of Appeals states:

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

We hereby agree with each other certain properties of the estate of


and with the BANK OF Dolores L. Vitug for
Page
reimbursement of his alleged salary from him. The fact that
advances to the estate, but the subsequently Stephenson
same order is sustained in all transferred the account to the
other respects. In addition, name of himself and/or Ana
respondent Judge is directed to Rivera and executed with the
include provisionally the deposits latter the survivorship agreement
in Savings Account No. 35342- in question although there was no
038 with the Bank of America, relation of kinship between them
Makati, in the inventory of actual but only that of master and
properties possessed by the servant, nullifies the assumption
spouses at the time of the that Stephenson was the
decedent's death. With costs exclusive owner of the bank
against private respondent. 10 account. In the absence, then, of
clear proof to the contrary, we
In his petition, Vitug, the surviving spouse, must give full faith and credit to
assails the appellate court's ruling on the the certificate of deposit which
strength of our decisions inRivera v. People's recites in effect that the funds in
Bank and Trust Co. 11 and Macam v. question belonged to Edgar
Gatmaitan 12 in which we sustained the validity Stephenson and Ana Rivera; that
of "survivorship agreements" and considering they were joint (and several)
them as aleatory contracts. 13 owners thereof; and that either of
them could withdraw any part or
The petition is meritorious. the whole of said account during
the lifetime of both, and the
The conveyance in question is not, first of all, balance, if any, upon the death of
one of mortis causa, which should be either, belonged to the
embodied in a will. A will has been defined as survivor. 17
"a personal, solemn, revocable and free act by
which a capacitated person disposes of his xxx xxx xxx
property and rights and declares or complies
with duties to take effect after his death." 14 In In Macam v. Gatmaitan, 18 it was held:
other words, the bequest or device must
pertain to the testator. 15 In this case, the xxx xxx xxx
monies subject of savings account No. 35342-
038 were in the nature of conjugal funds In the This Court is of the opinion that
case relied on, Rivera v. People's Bank and Exhibit C is an aleatory contract
Trust Co., 16 we rejected claims that a whereby, according to article
survivorship agreement purports to deliver one 1790 of the Civil Code, one of the
party's separate properties in favor of the other, parties or both reciprocally bind
but simply, their joint holdings: themselves to give or do
something as an equivalent for
xxx xxx xxx that which the other party is to
give or do in case of the
... Such conclusion is evidently occurrence of an event which is
predicated on the assumption uncertain or will happen at an
that Stephenson was the indeterminate time. As already
exclusive owner of the funds- stated, Leonarda was the owner
deposited in the bank, which of the house and Juana of the
assumption was in turn based on Buick automobile and most of the
the facts (1) that the account was furniture. By virtue of Exhibit C,
originally opened in the name of Juana would become the owner
Stephenson alone and (2) that of the house in case Leonarda
Ana Rivera "served only as died first, and Leonarda would
housemaid of the deceased." But become the owner of the
it not infrequently happens that a automobile and the furniture if
person deposits money in the Juana were to die first. In this
bank in the name of another; and manner Leonarda and Juana
in the instant case it also appears reciprocally assigned their
that Ana Rivera served her respective property to one
24

master for about nineteen years another conditioned upon who


without actually receiving her might die first, the time of death
Page
determining the event upon which both reciprocally bind themselves
the acquisition of such right by to give or to do something in
the one or the other depended. consideration of what the other
This contract, as any other shall give or do upon the
contract, is binding upon the happening of an event which is
parties thereto. Inasmuch as uncertain, or which is to occur at
Leonarda had died before Juana, an indeterminate time.
the latter thereupon acquired the
ownership of the house, in the Under the aforequoted provision, the fulfillment
same manner as Leonarda would of an aleatory contract depends on either the
have acquired the ownership of happening of an event which is (1) "uncertain,"
the automobile and of the (2) "which is to occur at an indeterminate time."
furniture if Juana had died first. 19 A survivorship agreement, the sale of a
sweepstake ticket, a transaction stipulating on
xxx xxx xxx the value of currency, and insurance have
been held to fall under the first category, while
There is no showing that the funds exclusively a contract for life annuity or pension under
belonged to one party, and hence it must be Article 2021, et sequentia, has been
presumed to be conjugal, having been categorized under the second. 25 In either
acquired during the existence of the marita. case, the element of risk is present. In the case
relations. 20 at bar, the risk was the death of one party and
survivorship of the other.
Neither is the survivorship agreement a
donation inter vivos, for obvious reasons, However, as we have warned:
because it was to take effect after the death of
one party. Secondly, it is not a donation xxx xxx xxx
between the spouses because it involved no
conveyance of a spouse's own properties to But although the survivorship
the other. agreement is per se not contrary
to law its operation or effect may
It is also our opinion that the agreement be violative of the law. For
involves no modification petition of the conjugal instance, if it be shown in a given
partnership, as held by the Court of case that such agreement is a
Appeals, 21 by "mere stipulation" 22 and that it is mere cloak to hide an inofficious
no "cloak" 23 to circumvent the law on conjugal donation, to transfer property in
property relations. Certainly, the spouses are fraud of creditors, or to defeat the
not prohibited by law to invest conjugal legitime of a forced heir, it may
property, say, by way of a joint and several be assailed and annulled upon
bank account, more commonly denominated in such grounds. No such vice has
banking parlance as an "and/or" account. In been imputed and established
the case at bar, when the spouses Vitug against the agreement involved in
opened savings account No. 35342-038, they this case. 26
merely put what rightfully belonged to them in a
money-making venture. They did not dispose xxx xxx xxx
of it in favor of the other, which would have
arguably been sanctionable as a prohibited There is no demonstration here that the
donation. And since the funds were conjugal, it survivorship agreement had been executed for
can not be said that one spouse could have such unlawful purposes, or, as held by the
pressured the other in placing his or her respondent court, in order to frustrate our laws
deposits in the money pool. on wills, donations, and conjugal partnership.

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

ART. 2010. By an aleatory separate property of petitioner, it forms no


contract, one of the parties or more part of the estate of the deceased.
Page
WHEREFORE, the decision of the respondent
appellate court, dated June 29, 1987, and its
resolution, dated February 9, 1988, are SET
ASIDE.

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

respondents, Alfredo Seangio, for cause. In saksi. 3


view of the purported holographic will,
Page
(signed) A perusal of the document termed as "will" by
oppositors/petitioners Dy Yieng Seangio, et al.,
Segundo Seangio clearly shows that there is preterition, as the
only heirs mentioned thereat are Alfredo and
Nilagdaan sa harap namin Virginia. [T]he other heirs being omitted, Article
854 of the New Civil Code thus applies.
(signed) However, insofar as the widow Dy Yieng
Seangio is concerned, Article 854 does not
Dy Yieng Seangio (signed) apply, she not being a compulsory heir in the
direct line.
Unang Saksi ikalawang saksi
As such, this Court is bound to dismiss this
(signed) petition, for to do otherwise would amount to
an abuse of discretion. The Supreme Court in
ikatlong saksi the case of Acain v. Intermediate Appellate
Court [155 SCRA 100 (1987)] has made its
On May 29, 1999, upon petitioners’ motion, position clear: "for … respondents to have
SP. Proc. No. 98–90870 and SP. Proc. No. tolerated the probate of the will and allowed the
99–93396 were consolidated.4 case to progress when, on its face, the will
appears to be intrinsically void … would have
On July 1, 1999, private respondents moved been an exercise in futility. It would have
for the dismissal of the probate meant a waste of time, effort, expense, plus
proceedings5 primarily on the ground that the added futility. The trial court could have denied
document purporting to be the holographic will its probate outright or could have passed upon
of Segundo does not contain any disposition of the intrinsic validity of the testamentary
the estate of the deceased and thus does not provisions before the extrinsic validity of the
meet the definition of a will under Article 783 of will was resolved (underscoring supplied).
the Civil Code. According to private
respondents, the will only shows an alleged act WHEREFORE, premises considered, the
of disinheritance by the decedent of his eldest Motion to Suspend Proceedings is hereby
son, Alfredo, and nothing else; that all other DENIED for lack of merit. Special Proceedings
compulsory heirs were not named nor No. 99–93396 is hereby DISMISSED without
instituted as heir, devisee or legatee, hence, pronouncement as to costs.
there is preterition which would result to
intestacy. Such being the case, private SO ORDERED.7
respondents maintained that while procedurally
the court is called upon to rule only on the Petitioners’ motion for reconsideration was
extrinsic validity of the will, it is not barred from denied by the RTC in its order dated October
delving into the intrinsic validity of the same, 14, 1999.
and ordering the dismissal of the petition for
probate when on the face of the will it is clear Petitioners contend that:
that it contains no testamentary disposition of
the property of the decedent. THE RESPONDENT JUDGE ACTED IN
EXCESS OF HER JURISDICTION OR WITH
Petitioners filed their opposition to the motion GRAVE ABUSE OF DISCRETION
to dismiss contending that: 1) generally, the AMOUNTING TO LACK OR EXCESS OF
authority of the probate court is limited only to JURISDICTION AND DECIDED A QUESTION
a determination of the extrinsic validity of the OF LAW NOT IN ACCORD WITH LAW AND
will; 2) private respondents question the JURISPRUDENCE IN ISSUING THE
intrinsic and not the extrinsic validity of the will; QUESTIONED ORDERS, DATED 10 AUGUST
3) disinheritance constitutes a disposition of 1999 AND 14 OCTOBER 1999
the estate of a decedent; and, 4) the rule on (ATTACHMENTS "A" AND "B" HEREOF)
preterition does not apply because Segundo’s CONSIDERING THAT:
will does not constitute a universal heir or heirs
to the exclusion of one or more compulsory I
heirs.6
THE RESPONDENT JUDGE, WITHOUT
On August 10, 1999, the RTC issued its EVEN COMPLYING WITH SECTIONS 3 AND
assailed order, dismissing the petition for 4 OF RULE 76 OF THE RULES OF COURT
28

probate proceedings: ON THE PROPER PROCEDURE FOR


SETTING THE CASE FOR INITIAL HEARING
Page
FOR THE ESTABLISHMENT OF THE Third, the testator intended all his compulsory
JURISDICTIONAL FACTS, DISMISSED THE heirs, petitioners and private respondents alike,
TESTATE CASE ON THE ALLEGED with the sole exception of Alfredo, to inherit his
GROUND THAT THE TESTATOR’S WILL IS estate. None of the compulsory heirs in the
VOID ALLEGEDLY BECAUSE OF THE direct line of Segundo were preterited in the
EXISTENCE OF PRETERITION, WHICH holographic will since there was no institution
GOES INTO THE INTRINSIC VALIDITY OF of an heir;
THE WILL, DESPITE THE FACT THAT IT IS A
SETTLED RULE THAT THE AUTHORITY OF Fourth, inasmuch as it clearly appears from the
PROBATE COURTS IS LIMITED ONLY TO A face of the holographic will that it is both
DETERMINATION OF THE EXTRINSIC intrinsically and extrinsically valid, respondent
VALIDITY OF THE WILL, I.E., THE DUE judge was mandated to proceed with the
EXECUTION THEREOF, THE TESTATOR’S hearing of the testate case; and,
TESTAMENTARY CAPACITY AND THE
COMPLIANCE WITH THE REQUISITES OR Lastly, the continuation of the proceedings in
SOLEMNITIES PRESCRIBED BY LAW; the intestate case will work injustice to
petitioners, and will render nugatory the
II disinheritance of Alfredo.

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

years or more, if the accusation has


been found groundless;
Page
(3) When a child or descendant has Holographic wills, therefore, being usually
been convicted of adultery or prepared by one who is not learned in the law,
concubinage with the spouse of the as illustrated in the present case, should be
testator; construed more liberally than the ones drawn
by an expert, taking into account the
(4) When a child or descendant by circumstances surrounding the execution of the
fraud, violence, intimidation, or undue instrument and the intention of the testator.12 In
influence causes the testator to make a this regard, the Court is convinced that the
will or to change one already made; document, even if captioned as Kasulatan ng
Pag-Aalis ng Mana, was intended by Segundo
(5) A refusal without justifiable cause to to be his last testamentary act and was
support the parents or ascendant who executed by him in accordance with law in the
disinherit such child or descendant; form of a holographic will. Unless the will is
probated,13 the disinheritance cannot be given
(6) Maltreatment of the testator by word effect.14
or deed, by the child or descendant;8
With regard to the issue on preterition,15 the
(7) When a child or descendant leads a Court believes that the compulsory heirs in the
dishonorable or disgraceful life; direct line were not preterited in the will. It was,
in the Court’s opinion, Segundo’s last
(8) Conviction of a crime which carries expression to bequeath his estate to all his
with it the penalty of civil interdiction. compulsory heirs, with the sole exception of
Alfredo. Also, Segundo did not institute an
Now, the critical issue to be determined is heir16 to the exclusion of his other compulsory
whether the document executed by Segundo heirs. The mere mention of the name of one of
can be considered as a holographic will. the petitioners, Virginia, in the document did
not operate to institute her as the universal
A holographic will, as provided under Article heir. Her name was included plainly as a
810 of the Civil Code, must be entirely written, witness to the altercation between Segundo
dated, and signed by the hand of the testator and his son, Alfredo.1âwphi1
himself. It is subject to no other form, and may
be made in or out of the Philippines, and need Considering that the questioned document is
not be witnessed. Segundo’s holographic will, and that the law
favors testacy over intestacy, the probate of
Segundo’s document, although it may initially the will cannot be dispensed with. Article 838
come across as a mere disinheritance of the Civil Code provides that no will shall
instrument, conforms to the formalities of a pass either real or personal property unless it
holographic will prescribed by law. It is written, is proved and allowed in accordance with the
dated and signed by the hand of Segundo Rules of Court. Thus, unless the will is
himself. An intent to dispose mortis probated, the right of a person to dispose of his
causa[9] can be clearly deduced from the property may be rendered nugatory.17
terms of the instrument, and while it does not
make an affirmative disposition of the latter’s In view of the foregoing, the trial court,
property, the disinheritance of Alfredo, therefore, should have allowed the holographic
nonetheless, is an act of disposition in itself. In will to be probated. It is settled that testate
other words, the disinheritance results in the proceedings for the settlement of the estate of
disposition of the property of the testator the decedent take precedence over intestate
Segundo in favor of those who would succeed proceedings for the same purpose.18
in the absence of Alfredo.10
WHEREFORE, the petition is GRANTED. The
Moreover, it is a fundamental principle that the Orders of the Regional Trial Court of Manila,
intent or the will of the testator, expressed in Branch 21, dated August 10, 1999 and October
the form and within the limits prescribed by 14, 1999, are set aside. Respondent judge is
law, must be recognized as the supreme law in directed to reinstate and hear SP Proc. No. 99-
succession. All rules of construction are 93396 for the allowance of the holographic will
designed to ascertain and give effect to that of Segundo Seangio. The intestate case or SP.
intention. It is only when the intention of the Proc. No. 98-90870 is hereby suspended until
testator is contrary to law, morals, or public the termination of the aforesaid testate
policy that it cannot be given effect.11 proceedings.
30

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

provisions made in the will. It can not decide,


for example, that a certain legacy is void and
Page
ARTICLE 788 Testate proceedings were in due course
commenced 2 and by order dated March 13,
1961, the last will and testament of the
MARINA DIZON-RIVERA, executrix-appellee, decedent was duly allowed and admitted to
vs. probate, and the appellee Marina Dizon-Rivera
ESTELA DIZON, TOMAS V. DIZON, was appointed executrix of the testatrix' estate,
BERNARDITA DIZON, JOSEFINA DIZON, and upon her filing her bond and oath of office,
ANGELINA DIZON and LILIA letters testamentary were duly issued to her.
DIZON, oppositors-appellants.
After the executrix filed her inventory of the
Punzalan, Yabut & Eusebio for executrix- estate, Dr. Adelaido Bernardo of Angeles,
appellee. Pampanga was appointed commissioner to
appraise the properties of the estate. He filed
Leonardo Abola for oppositors-appellants. in due course his report of appraisal and the
same was approved in toto by the lower court
on December 12, 1963 upon joint petition of
the parties.
TEEHANKEE, J.:
The real and personal properties of the
Appeal from orders of the Court of First testatrix at the time of her death thus had a
Instance of Pampanga approving the total appraised value of P1,811,695.60, and
Executrix-appellee's project of partition instead the legitime of each of the seven compulsory
of Oppositors-Appellants' proposed counter- heirs amounted to P129,362.11. 3 (¹/7 of the
project of partition. 1 half of the estate reserved for the legitime of
legitimate children and descendants). 4 In her
On January 28, 1961, the testatrix, Agripina J. will, the testatrix "commanded that her property
Valdez, a widow, died in Angeles, Pampanga, be divided" in accordance with her
and was survived by seven compulsory heirs, testamentary disposition, whereby she devised
to wit, six legitimate children named Estela and bequeathed specific real properties
Dizon, Tomas V. Dizon, Bernardita Dizon, comprising practically the entire bulk of her
Marina Dizon (herein executrix-appellee), estate among her six children and eight
Angelina Dizon and Josefina Dizon, and a grandchildren. The appraised values of the real
legitimate granddaughter named Lilia Dizon, properties thus respectively devised by the
who is the only legitimate child and heir of testatrix to the beneficiaries named in her will,
Ramon Dizon, a pre-deceased legitimate son are as follows:
of the said decedent. Six of these seven
compulsory heirs (except Marina Dizon, the 1. Estela Dizon
executrix-appellee) are the oppositors- ....................................... P
appellants. 98,474.80
2. Angelina Dizon
The deceased testatrix left a last will executed .................................. 106,307.06
on February 2, 1960 and written in the 3. Bernardita Dizon
Pampango dialect. Named beneficiaries in her .................................. 51,968.17
will were the above-named compulsory heirs, 4. Josefina Dizon
together with seven other legitimate ......................................
grandchildren, namely Pablo Rivera, Jr., 52,056.39
Gilbert D. Garcia, Cayetano Dizon, Francisco 5. Tomas Dizon
Rivera, Agripina Ayson, Jolly Jimenez and .......................................
Laureano Tiambon. 131,987.41
6. Lilia Dizon
In her will, the testatrix divided, distributed and ..............................................
disposed of all her properties appraised at 72,182.47
P1,801,960.00 (except two small parcels of 7. Marina Dizon
land appraised at P5,849.60, household .....................................
furniture valued at P2,500.00, a bank deposit in 1,148,063.71
the sum of P409.95 and ten shares of 8. Pablo Rivera, Jr.
Pampanga Sugar Development Company ......................................
valued at P350.00) among her above-named 69,280.00
heirs. 9. Lilia Dizon, Gilbert Garcia,
33

Cayetano Dizon, Francisco


Rivera,
Page
Agripina Ayson, Dioli or Jolly them plus other properties left by
Jimenez, Laureano Tiamzon the Testatrix and/or cash are
................. 72,540.00 adjudicated to them; and (d) to
Total Value ...................... the grandchildren who are not
P1,801,960.01 compulsory heirs are adjudicated
the properties respectively
The executrix filed her project of partition dated devised to them subject to
February 5, 1964, in substance adjudicating reimbursement by Gilbert D.
the estate as follows: Garcia, et al., of the sums by
which the devise in their favor
(1) with the figure of P129,254.96 should be proportionally reduced.
as legitime for a basis Marina
(exacultrix-appellee) and Tomas Under the oppositors' counter-project of
(appellant) are admittedly partition, the testamentary disposition made by
considered to have received in the testatrix of practically her whole estate of
the will more than their respective P1,801,960.01, as above stated, were
legitime, while the rest of the proposed to be reduced to the amounts set
appellants, namely, Estela, forth after the names of the respective heirs
Bernardita, Angelina, Josefina and devisees totalling one-half thereof as
and Lilia received less than their follows:
respective legitime;
1. Estela Dizon
(2) thus, to each of the latter are ........................................... P
adjudicated the properties 49,485.56
respectively given them in the 2. Angelina Dizon
will, plus cash and/or properties, .........................................
to complete their respective 53,421.42
legitimes to P129,254.96; (3) on 3. Bernardita Dizon
the other hand, Marina and .......................................
Tomas are adjudicated the 26,115.04
properties that they received in 4. Josefina Dizon
the will less the cash and/or ..........................................
properties necessary to complete 26,159.38
the prejudiced legitime mentioned 5. Tomas V. Dizon
in number 2 above; .........................................
65,874.04
(4) the adjudications made in the 6. Lilia Dizon
will in favor of the grandchildren ..................................................
remain 36,273.13
untouched.<äre||anº•1àw> 7. Marina Dizon
...........................................
On the other hand oppositors 576,938.82
submitted their own counter- 8. Pablo Rivera, Jr.
project of partition dated .........................................
February 14, 1964, wherein they 34,814.50
proposed the distribution of the 9. Grandchildren Gilbert Garcia et
estate on the following basis: al .......... 36,452.80

(a) all the testamentary Total


dispositions were proportionally ...................................................
reduced to the value of one-half P905,534.78
(½) of the entire estate, the value
of the said one-half (½) while the other half of the estate (P905,534.78)
amounting to P905,534.78; (b) would be deemed as constituting the legitime
the shares of the Oppositors- of the executrix-appellee and oppositors-
Appellants should consist of their appellants, to be divided among them in seven
legitime, plus the devises in their equal parts of P129,362.11 as their respective
favor proportionally reduced; (c) legitimes.
in payment of the total shares of
34

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.

ACCORDINGLY, the orders appealed from are


hereby affirmed. Without cost.
38
Page
LEONOR VILLAFLOR VDA. DE mientras viva y no se case en segundas
VILLANUEVA, plaintiff-appellant, nupcias, de la contrario, pasara a ser
vs. propiedad estos dichos legados de mi
DELFIN N. JUICO, in his capacity as sobrina nieta Leonor Villaflor.
Judicial Administrator of the testate estate
of FAUSTA NEPOMUCENO, defendant- The 12th clause of the will provided, however,
appellee. that Clauses 6th and 7th thereof would be
deemed annulled from the moment he bore
Amado G. Salazar for plaintiff-appellant. any child with Doña Fausta Nepomuceno. Said
Sycip, Salazar, Luna and Associates for Clause 12th reads as follows: .
defendant-appellee.
DUODECIMO: — Quedan anulados las
REYES, J.B.L., J.: parrafos 6.0 y 7.0 de este testamento
que tratan de institucion de herederos y
Subject to this direct appeal to us on points of los legados que se haran despues de mi
law is the decision of the Court of First muerte a favor de mi esposa, en el
Instance of Rizal, in its Civil Case No. Q-2809, momento que podre tener la dicha de
dismissing plaintiff-appellant's complaint for the contrar con hijo y hijos legitimos o
recovery of certain properties that were legitimados, pues estos, conforme a ley
originally owned by the plaintiff's granduncle, seran mis herederos.
Nicolas Villaflor, and which he granted to his
widow, Doña Fausta Nepomuceno, Don Nicolas Villaflor died on March 3, 1922,
bequeathing to her "su uso y posesion without begetting any child with his wife Doña
mientras viva y no se case en segundas Fausta Nepomuceno. The latter, already a
nupcias". widow, thereupon instituted Special
Proceeding No. 203 of the Court of First
The following facts appear of record: On Instance of Zambales, for the settlement of her
October 9, 1908, Don Nicolas Villaflor, a husband's estate and in that proceeding, she
wealthy man of Castillejos, Zambales, was appointed judicial administratrix. In due
executed a will in Spanish in his own course of administration, she submitted a
handwriting, devising and bequeathing in favor project of partition, now Exhibit "E". In the order
of his wife, Dona Fausta Nepomuceno, one- of November 24, 1924, now exhibit "C", the
half of all his real and personal properties, probate court approved the project of partition
giving the other half to his brother Don Fausto and declared the proceeding closed. As the
Villaflor. project of partition, Exhibit "E", now shows
Doña Fausta Nepomuceno received by virtue
Clause 6th, containing the institution of heirs, thereof the ownership and possession of a
reads as follows: . considerable amount of real and personal
estate. By virtue also of the said project of
SEXTO — En virtud de las facultades partition, she received the use and possession
que me conceden las leyes, instituyo of all the real and personal properties
per mis unicos y universales herederos mentioned and referred to in Clause 7th of the
de todos mis derechos y acciones a mi will. The order approving the project of partition
hermano D. Fausto Villaflor y a mi (Exh. "C"), however, expressly provided that
esposa Da. Fausta Nepomuceno para approval thereof was "sin perjuicio de lo
que partan todos mis bienes que me dispuesto en la clausula 8.o del testamento de
pertenescan, en iguales partes, para Nicolas Villaflor." .
despues de mi muerte, exceptuando las
donaciones y legados que, abajo mi On May 1, 1956, Doña Fausta Nepomuceno
mas expontanea voluntad, lo hago en la died without having contracted a second
forma siguiente: . marriage, and without having begotten any
child with the deceased Nicolas Villaflor. Her
SEPTIMO: — Lego para dispues de mi estate is now being settled in Special
muerte a mi esposa Da. Fausta Proceeding No. Q-1563 in the lower court, with
Nepomuceno, en prueba de mi amor y the defendant Delfin N. Juico as the duly
carino, los bienes, alhajas y muebles appointed and qualified judicial administrator.
que a continuacion se expresan; .
The plaintiff Leonor Villaflor Vda. de Villanueva
OCTAVO: — Que estos legades is admitted to be the same Leonor Villaflor
39

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".
Page
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

equivalent to "dominio" (ownership). In so must be settled in accordance therewith,


doing, the trial court violated Article 791 of the following the plain and literal meaning of the
Page
testator's words, unless it clearly appears that
his intention was otherwise. The same rule is
adopted by the Supreme Court of Spain (TS.
Sent. 20 Marzo 1918; 28 Mayo 1918; 30 Abril
1913; 16 Enero 1915; 23 Oct. 1925).

La voluntad del testador, clara, precisa y


constantemente expresada al ordenar
su ultimo voluntad, es ley unica,
imperativa y obligatoria que han de
obedecer y cumplir fieldmente albaceas,
legatarios y heredera, hoy sus
sucesores, sin que esa voluntad
patente, que no ha menester de
interpretaciones, pues no ofrece la
menor duda, pueda sustituirse, pues no
ofrece la menor duda, pueda sustituirse
por ningun otro criterio de alguna de los
interesados, ni tampoco por el judicial.
(Tribunal Supremo of Spain, Sent. 20
March 1918) .

The American decisions invoked by appellee in


his brief inapplicable, because they involve
cases where the only condition imposed on the
legatee was that she should remain a widow.
As already shown, the testament of Don
Nicolas Villaflor clearly and unmistakably
provided that his widow should have the
possession and use of the legacies while alive
and did not remarry. It necessarily follows that
by the express provisions of the 8th clause of
his will, the legacies should pass to the
testator's "sobrinanieta", appellant herein, upon
the widow's death, even if the widow never
remarried in her lifetime. Consequently, the
widow had no right to retain or dispose of the
aforesaid properties, and her estate is
accountable to the reversionary legatee for
their return, unless they had been lost due to
fortuitous event, or for their value should rights
of innocent third parties have intervened.

PREMISES CONSIDERED, the decision


appealed from is reversed, and the appellant
Leonor Villaflor Vda. de VILLANUEVA is
declared entitled to the ownership and fruits of
the properties described in clause 7 of the will
or testament, from the date of the death of
Doña Fausta Nepomuceno. The records are
ordered remanded to the court of origin for
liquidation, accounting and further proceedings
conformably to this decision. Costs against the
Administrator-appellee.
41
Page
RAMON DEL ROSARIO, plaintiff-appellee, Enrique, so often referred to, separate
vs. from their aunt, in which event they are
CLEMENTE DEL ROSARIO, defendant- to be supported by the testamentary
appellant. estate on a small allowance of twenty-
five pesos per month, provided that they
Lucas Gonzalez for appellant. continue their studies or should be in
Rodriguez and Foz for appellee. poor health, this without in any respect
reducing the amount of their shares.
WILLARD, J.:
Don Ramon del Rosario, one of the persons
I. Don Nicolas del Rosario died in this city on mentioned in these clauses, brought this action
July 14, 1897, leaving a last will, the eighth, in 1902 against Don Clemente del Rosario, the
ninth, eleventh, and eighteenth clauses of then executor, asking, among other things, that
which are as follows: the said executor pay him an allowance from
the death of the widow of the testator at the
Eight. The testator declares that the rate of 75 pesos a month, and that the
5,000 pesos which he brought to his executor allow him to live in the house in which
marriage he hereby bequeathes to his the widow was living at that time.
nephew Enrique Gloria y Rosario and
Ramon del Rosario, natural children of The widow of the testator, Doña Honorata
his brother Clemente del Rosario, Valdez, died on July 7, 1900.
notwithstanding the fact that they
purport to be the issue of the marriage The court below ordered judgment in respect to
of Escolastico Gloria and Rosendo del this allowance, and the right to live in the
Rosario, successively. house as prayed for by the plaintiff. In this we
think that the court erred.
Ninth. The testator declares that the
said sum of 5,000 pesos is to be While by the eight clause the support of the
divided, 3,000 pesos for the first named plaintiff and of Don Enrique Gloria is charged
and 2,000 pesos for the second named, against the estate, yet the eleventh clause
the delivery of the said sums to be makes it plain that this unconditional right was
effected by the wife of the testator, to last only during the lifetime of the widow.
provided that these young men behave After her death the right to this allowance is
themselves as they have done up to the made to depend on the continuance of their
present time, and do not cease to study studies. That this is the correct construction of
until taking the degree of bachelor of the will is made more plain by the eighteenth
arts, and then take a business course, if clause above quoted. In the case of their
their health will permit, their support to separation from their aunt by her remarriage,
be paid out of the testamentary estate they were entitled to the specified allowance of
and they to live in the house of the 25 pesos a month only on condition that they
widow. were pursuing their studies or were in poor
health.
Eleventh. The testator declares that in a
case the said young men should be still The court did not find that the plaintiff was still
engaged in study at the time of the pursuing his studies. On the contrary, he found
death of the testator's wife, they shall that the plaintiff had fulfilled the condition by
continue to be supported at the expense obtaining the degree of bachelor of arts in
of the testamentary estate, without 1898.
deducting such expenses from their
legacies, if they should desire to The right to live in the house of the widow
continue the same studies. terminated at her death.

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

it is to be regarded as sufficient reason one-half belongs to his wife as her share


to authorize the young men Ramon and of the profits of the conjugal partnership,
Page
and the other half belongs to him as his equal parts, one-third to go to his
share of such profits; but, in view of the brother Don Clemente del Rosario and
agreement entered into between the two the other two-thirds to be divided equally
spouses, the property will not be among his said nephews, Enrique Gloria
partitioned, and upon the death of the and Ramon del Rosario.
testator all the said property will pass to
his wife, in order that she may enjoy the Doña Honorata Valdez made her will three
revenue therefrom during her lifetime, days after that of her husband. The seventh
but without authority to convey any of clause is as follows:
such property, inasmuch as she, being
grateful for the benefit resulting to her, The testatrix declares that she institutes
binds herself in turn to deliver said her beloved husband, Don Nicolas del
property at her death to the testator's Rosario y Alejo, as her heir to all the
brothers, Don Clemente del Rosario and property which she may have at her
Don Rosendo del Rosario, and his death, and in the unexpected case of
sister, Doña Luisa del Rosario, who the death of her said husband then she
shall enjoy the revenue from the said institute as heirs her brothers-in-law,
property during their respective lives, Don Rosendo and Don Clemente del
and shall then, in turn, transmit the Rosario y Alejo, and her sister-in-
same to their male children, both those law, Doña Luisa del Rosario, who shall
born in wedlock and natural children enjoy the usufruct during their lifetime of
who may be known. all the revenue of the said property.
Upon the death of any of them, the
This was later modified by a codicil, as follows: property shall pass to the male children
of her said brothers-in-law and sister-in-
That in seventh clause of said testament law, the issue of lawful marriage or
he desires and wills that in the natural children who may be known; that
distribution of his property and that of upon the death of her sister-in-
his wife among the male children of his law, Doña Luisa, then her share shall
brothers, Clemente and Rosendo del not pass in its entirety to her male
Rosario, and those of his sister, Luisa children, except the sum of 1,000 pesos,
del Rosario, in such distribution his Enrique Gloria and Don Ramon del
nephews Enrique Gloria and Ramon del Rosario, natural children of her brother-
Rosario must be understood to be in-law Don Clemente del Rosario.
included, in addition to the legacies
mentioned in his said testament. Doña Luisa died one yea after Don Nicolas and
two years before the death of Doña Honorata,
The thirteenth clause of his will was as follows: which, as has been said, occurred on July, 7,
1900.
The testator declares that in
case Doña Luisa del Rosario should die Don Enrique Gloria died on July 6, 1900.
before or after the wife of the testator,
then the legacy due her by virtue of this Don Ramon del Rosario claims in this action
will shall not pass in its entirety to her that he is now entitled, by virtue of both wills, to
male children, except as to the sum of a certain part of the share of the estates left to
1,000 pesos, the remainder to pass to said Doña Luisa during her life, and he asks
Don Enrique Gloria Rosario and Don that the defendant be directed to render
Ramon del Rosario, natural sons of Don accounts and to proceed to the partition of the
Clemente del Rosario, as already said estates. The controversy between the
stated. parties upon this branch of the case is as
follows:
This was modified by the codicil as follows:
The defendant claims that the plaintiff is
That in the thirteenth clause the testator entitled to nothing under the wills, because the
provided that upon the death of his gift to him was conditional, the condition being
sister, Luisa del Rosario, her male that he should be the natural son of Don
children were to inherit from her up to Clemente, recognized by the latter as such in
the sum of 1,000 pesos, and this he one of the ways pointed out by the Civil Code;
rectifies, for better understanding, to the that he can not prove such recognition, the
43

effect that it is his will that the remainder parol evidence presented at the trial being
of all her portion should be divided into
Page
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

al Codigo Civil, p. 276.)


Page
The clause in the will of Doña Honorata which receive one-third of it on the death
is a copy of that in the will of Don Nicolas is as of Doña Luisa, does not prevent him from
follows: maintaining this action against the executor.
Though such a legatee closely resembles an
The testatrix declares that she expressly heir, yet, like all other legatees, he must seek
prohibits any judicial intervention in this his share from the heir or executor. (6
her will, although minors, absentees, or Manresa, 561.)
persons under disability be interested
therein, as it is her wish and will that all (6) While in this action he has a right to have
the proceedings be conducted his interest as legatee declared, yet it can not
extrajudicially, and in case a family be delivered to him without a partition of the
council should be necessary, she estate.
designates the persons who, in
accordance with the provisions of the It remains to be considered whether the
Civil Code now in force, should form executor has power to make the partition. Such
such council, or else leaves their power is expressly given by the will. This
appointment to the discretion of her provision is, however, void under the terms of
executors. article 1057 of the Civil Code, which is as
follows:
If the executor was not authorized to pay these
legacies, the heirs must pay them. The testator may, by an act inter
vivos or causa mortis, intrust the mere
The life tenants and the heirs who take the power of making the division after his
remainder under these wills are numerous. If death to any person who is not one of
they did not pay the legacies and did not agree the coheirs.
upon an administrator, judicial intervention
would be necessary, the very thing which the The provisions of this and the foregoing
testators had expressly prohibited. The articles shall be observed even should
important power of making the partition was there be a minor or a person subject to
attempted to be given to the executors. In view guardianship among the coheirs; but the
of these considerations and a study of the trustee must in such case make an
whole will, we hold that the executors are given inventory of the property of the
power to pay the legacies. inheritance, citing the coheirs, the
creditors, and the legatees.
The action, therefore, was properly directed
against the executor so far as it related to the Don Clemente, the executor, against whom the
allowance and the legacy of 3,000 pesos. As to action was directed, was not only an heir as a
these legacies, the action may be supported life tenant but also in the fee after his death of
also under article 902, 2, which allows Don Rosendo if the latter died without issue.
executors to pay money legacies. Upon the death of the widow, Doña Luisa then
being dead, it became his duty to divide the
It was also properly directed against him, so far estate into three parts, or at least to set off the
as it related to the share to which the plaintiff is third, which was to pass to the plaintiff by the
entitled under the will of Doña Honorata in the death of the widow and Doña Luisa. In this
portion to Doña Luisa for life. partition he was directly interested, for, with his
brother Don Rosendo, he had a life interest in
The provisions of articles 1025-1027 are no the part of the estate not set off to the plaintiff.
obstacle to this suit. That an inventory is being Article 1057 prohibited an heir from
formed, or that the creditors have not been being contador for this very reason, namely,
paid, is a matter of defense which should have that the partition should be made impartially.
been set up in the answer.
Although the executor has no power to make
It was not properly directed against him in so the partition, the heirs can do so. Arts. 1058-
far as it related to the similar share left to him 1060, Civil Code.)
by the will of Don Nicolas. He took that as heir
and not a legatee, and the heir can maintain no The plaintiff is not bound to remain a co-owner
such action against the executor. with the other heirs. Being a legatee of an
aliqout part, he has the same right to seek a
The fact that the plaintiff under the will partition that an heir has. (7 Manresa, 578; art.
45

of Doña Honorata is a legatee of an aliquot 1051, Codigo Civil.) But in so seeking it he


part of the estate, having become entitled to must make parties to his suit all persons
Page
interested in the estate (7 Manresa, 577). This 3. He is entitled to be paid, under the ninth
he has not done in this suit, and he clause of the will of Doña Honorata, the sum of
consequently is not entitled to the partition 1,500 pesos, in addition to the 1,500 pesos
ordered by the court below. already received under that clause.

(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.

This is true. But a full assignment of errors is


found in the bill of exceptions at pages 14 and
15. The appellee answered the brief of the
appellant without making any suggestion of this
mistake. He has been in no way prejudiced by
it, and we can not affirm the judgment on this
ground.

The judgment of the court below is reversed


and the case remanded with directions to the
court below to enter judgment in accordance
with this opinion. The costs of this instance will
be equally divided between the parties. So
ordered.

47
Page
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;

(1.a) Prohibe en absoluto la


venta de estos terrenos arriba
AQUINO, J.: situados objectos de este legado;

This case is about the efficaciousness or (2.a) Que el legatario pariente


enforceability of a devise of ricelands located mio mas cercano tendra derecho
at Guimba, Nueva Ecija, with a total area of de empezar a gozar y administrar
around forty- four hectares That devise was de este legado al principiar a
made in the will of the late Father Pascual curzar la Sagrada Teologio, y
Rigor, a native of Victoria Tarlac, in favor of his ordenado de Sacerdote, hasta su
nearest male relative who would study for the muerte; pero que pierde el
priesthood. legatario este derecho de
administrar y gozar de este
The parish priest of Victoria, who claimed to be legado al dejar de continuar sus
a trustee of the said lands, appealed to this estudios para ordenarse de
Court from the decision of the Court of Appeals Presbiterado (Sacerdote).
affirming the order of the probate court
declaring that the said devise was inoperative Que el legatario una vez
(Rigor vs. Parish Priest of the Roman Catholic Sacerdote ya estara obligado a
Church of Victoria, Tarlac, CA-G.R. No. 24319- celebrar cada año VEINTE (20)
R, August 1, 1963). Misas rezadas en sufragio de mi
alma y de mis padres difuntos, y
The record discloses that Father Rigor, the si el actual legatario, quedase
parish priest of Pulilan, Bulacan, died on excomulgado, IPSO FACTO se le
August 9, 1935, leaving a will executed on despoja este legado, y la
October 29, 1933 which was probated by the administracion de esto pasara a
Court of First Instance of Tarlac in its order of cargo del actual Parroco y sus
December 5, 1935. Named as devisees in the sucesores de la Iglecia Catolica
will were the testators nearest relatives, de Victoria, Tarlac.
namely, his three sisters: Florencia Rigor-
Escobar, Belina Rigor-Manaloto and Nestora Y en intervalo de tiempo que no
Rigor-Quiambao. The testator gave a devise to haya legatario acondicionado
his cousin, Fortunato Gamalinda. segun lo arriba queda expresado,
pasara la administracion de este
In addition, the will contained the following legado a cargo del actual Parroco
controversial bequest (paragraphing supplied Catolico y sus sucesores, de
to facilitate comprehension of the testamentary Victoria, Tarlac.
provisions):
El Parroco administrador de
Doy y dejo como legado estate legado, acumulara,
48

CUATRO (4) PARCELAS de anualmente todos los productos


terreno palayeros situados en el que puede tener estate legado,
Page
ganando o sacando de los were not delivered to that ecclesiastic. The
productos anuales el CINCO (5) testate proceeding remained pending.
por ciento para su
administracion, y los derechos About thirteen years after the approval of the
correspondientes de las VEINTE project of partition, or on February 19, 1954,
(20) Misas rezadas que debiera the parish priest of Victoria filed in the pending
el Parroco celebrar cada año, testate proceeding a petition praying for the
depositando todo lo restante de appointment of a new administrator
los productos de estate legado, (succeeding the deceased administration
en un banco, a nombre de estate Florencia Rigor), who should deliver to the
legado. church the said ricelands, and further praying
that the possessors thereof be ordered to
To implement the foregoing bequest, the render an accounting of the fruits. The probate
administratix in 1940 submitted a project court granted the petition. A new administrator
containing the following item: was appointed. On January 31, 1957 the
parish priest filed another petition for the
5. LEGACY OF THE CHURCH delivery of the ricelands to the church as
trustee.
That it be adjudicated in favor of
the legacy purported to be given The intestate heirs of Father Rigor countered
to the nearest male relative who with a petition dated March 25, 1957 praying
shall take the priesthood, and in that the bequest be d inoperative and that they
the interim to be administered by be adjudged as the persons entitled to the said
the actual Catholic Priest of the ricelands since, as admitted by the parish
Roman Catholic Church of priest of Victoria, "no nearest male relative of"
Victoria, Tarlac, Philippines, or the testator "has ever studied for the
his successors, the real priesthood" (pp. 25 and 35, Record on Appeal).
properties hereinbelow indicated, That petition was opposed by the parish priest
to wit: of Victoria.

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

no right to administer the ricelands, the same


The parish priest in this appeal contends that an ecclesiastical career until his ordination as a
the Court of Appeals erred in not finding that priest.
the testator created a public charitable trust
and in not liberally construing the testamentary 2. That the devisee could not sell the ricelands.
provisions so as to render the trust operative
and to prevent intestacy. 3. That the devisee at the inception of his
studies in sacred theology could enjoy and
As refutation, the legal heirs argue that the administer the ricelands, and once ordained as
Court of Appeals d the bequest inoperative a priest, he could continue enjoying and
because no one among the testator's nearest administering the same up to the time of his
male relatives had studied for the priesthood death but the devisee would cease to enjoy
and not because the trust was a private and administer the ricelands if he discontinued
charitable trust. According to the legal heirs, his studies for the priesthood.
that factual finding is binding on this Court.
They point out that appellant priest's change of 4. That if the devisee became a priest, he
theory cannot be countenanced in this appeal . would be obligated to celebrate every year
twenty masses with prayers for the repose of
In this case, as in cases involving the law of the souls of Father Rigor and his parents.
contracts and statutory construction, where the
intention of the contracting parties or of the 5. That if the devisee is excommunicated, he
lawmaking body is to be ascertained, the would be divested of the legacy and the
primary issue is the determination of the administration of the riceland would pass to the
testator's intention which is the law of the case incumbent parish priest of Victoria and his
(dicat testor et erit lex. Santos vs. Manarang, successors.
27 Phil. 209, 215; Rodriguez vs. Court of
Appeals, L-28734, March 28, 1969, 27 SCRA 6. That during the interval of time that there is
546). no qualified devisee as contemplated above,
the administration of the ricelands would be
The will of the testator is the first and principal under the responsibility of the incumbent parish
law in the matter of testaments. When his priest of Victoria and his successors, and
intention is clearly and precisely expressed,
any interpretation must be in accord with the 7. That the parish priest-administrator of the
plain and literal meaning of his words, except ricelands would accumulate annually the
when it may certainly appear that his intention products thereof, obtaining or getting from the
was different from that literally expressed (In annual produce five percent thereof for his
re Estate of Calderon, 26 Phil. 333). administration and the fees corresponding to
the twenty masses with prayers that the parish
The intent of the testator is the cardinal rule in priest would celebrate for each year, depositing
the construction of wills." It is "the life and soul the balance of the income of the devise in the
of a will It is "the first greatest rule, the bank in the name of his bequest.
sovereign guide, the polestar, in giving effect to
a will". (See Dissent of Justice Moreland in From the foregoing testamentary provisions, it
Santos vs. Manarang, 27 Phil. 209, 223, 237- may be deduced that the testator intended to
8.) devise the ricelands to his nearest male
relative who would become a priest, who was
One canon in the interpretation of the forbidden to sell the ricelands, who would lose
testamentary provisions is that "the testator's the devise if he discontinued his studies for the
intention is to be ascertained from the words of priesthood, or having been ordained a priest,
the wilt taking into consideration the he was excommunicated, and who would be
circumstances under which it was made", but obligated to say annually twenty masses with
excluding the testator's oral declarations as to prayers for the repose of the souls of the
his intention (Art. 789, Civil Code of the testator and his parents.
Philippines).
On the other hand, it is clear that the parish
To ascertain Father Rigor's intention, it may be priest of Victoria would administer the ricelands
useful to make the following re-statement of only in two situations: one, during the interval
the provisions of his will. of time that no nearest male relative of the
testator was studying for the priesthood and
1. that he bequeathed the ricelands to anyone two, in case the testator's nephew became a
50

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
Page
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.

The appellant in contending that a public


charitable trust was constituted by the testator
in is favor assumes that he was a trustee or a DEL ROSARIO V DEL ROSARIO
substitute devisee That contention is
untenable. A reading of the testamentary
provisions regarding the disputed bequest not
support the view that the parish priest of RABADILLA VS CA
Victoria was a trustee or a substitute devisee in
the event that the testator was not survived by
a nephew who became a priest.

It should be understood that the parish priest of


Victoria could become a trustee only when the
testator's nephew living at the time of his
death, who desired to become a priest, had not
yet entered the seminary or, having been
ordained a priest, he was excommunicated.
Those two contingencies did not arise, and
could not have arisen in this case because no
nephew of the testator manifested any
intention to enter the seminary or ever became
a priest.

The Court of Appeals correctly ruled that this


case is covered by article 888 of the old Civil
Code, now article 956, which provides that if
"the bequest for any reason should be
inoperative, it shall be merged into the estate,
except in cases of substitution and those in
which the right of accretion exists" ("el legado
... por qualquier causa, no tenga efecto se
refundira en la masa de la herencia, fuera de
los casos de sustitucion y derecho de
52

acrecer").
Page
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.
Page

Gonzales executed a will bequeathing to

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