or addition to a will, made after the execution of a will and annexed to be taken as a part thereof, by which disposition made in the original will is explained, added to, or altered. CODICIL • Is a supplement or addition to a will, made after the execution of a will and annexed to be taken as a part thereof, by which any disposition made in the original will is explained, added to or altered. CAN THE CODICIL EXIST ON ITS OWN? Codicil is part of the will, so it cannot exist by itself. IF THE ORIGINAL WILL IS A NOTARIAL WILL, SHOULD THE CODICIL BE ALSO IN THE FORM OF A NOTARIAL CODICIL? WHICH SHOULD PREVAIL – DISPOSITIONS IN THE WILL OR DISPOSITIONS IN CODICIL v. NEW WILL When you execute a codicil after you execute a will, If after to executed a first will, you then execute the codicil is taken as part of the will another will, the new will exists independently of the first will and is without reference to the first will CODICIL v. NEW WILL The codicil EXPLAINS, ADDS TO, SUPPLEMENTS Has no regard to the previous will; does not explain, and ALTERS the provisions in the original will add to or supplement the original will CODICIL v. NEW WILL The codicil may revoke only a part of the original will When you execute a new will, the entire previous will is revoked Because a codicil is taken as a part of the original will, When you execute a new will, they are separate. The one then the original will and the codicil are taken as one revokes the other. • Art. 826. In order that a codicil may be effective, it shall be executed as in the case of a will. • NOTARIAL CODICIL – will follow the rules required by law for a notarial will • HOLOGRAPHIC WILL – follows the rules of holographic will WHAT WOULD HAPPEN IF THE CODICIL DOES NOT FOLLOW THE REQUIREMENTS OF THE LAW? • The codicil is void because it does not comply with the requirements of the law. The invalidity of the codicil will not however affect the validity of the will. • The will is valid notwithstanding the codicil’s invalidity. INCORPORATIO N BY REFERENCE Art. 827. If a will, executed as required by this Code, incorporates into itself by reference any document or paper, such document or paper shall not be considered a part of the will unless the following requisites are present: (1) The document or paper referred to in the will must be in existence at the time of the execution of the will; (2) The will must clearly describe and identify the same, stating among other things the number of pages thereof; (3) It must be identified by clear and satisfactory proof as the document or paper referred to therein; and (4) It must be signed by the testator and the witnesses on each and every page, except in case of voluminous books of account or inventories. Incorporation by Reference • If a will, executed as required by the Civil Code, incorporates into itself by reference any document or paper, such document or paper shall not be considered a part of the will unless the requisites set forth in Art. 827 are satisfied. • GR: In probate of wills, only documents or papers which are executed in the form of wills can be allowed probate. • Exc: Art. 827- even if the paper or document is not in the form of a will, it can be probated along with the will. ST 1 REQUISITE: The document or paper referred to in the will must be in existence at the time of the execution of the will • Said document/paper must be ALREADY IN EXISTENCE AT THE TIME OF THE EXECUTION of the will • An inventory which is not yet prepared is not a valid incorporation by reference and will not affect the will’s validity nd 2 REQUISITE: The will must clearly describe and identify the same, stating among other things the number of pages thereof • State the number of pages of the document to be incorporated (even if voluminous) • General description of the document (appearance, location) rd 3 REQUISITE: It must be identified by clear and satisfactory proof as the document or paper referred to therein • Happens during the probate of the will • Proof that the document presented is the same document referred to in the will • Extrinsic evidence th 4 REQUISITE: It must be signed by the testator and the witnesses on each and every page, except in case of voluminous books of account or inventories
• GR: Must be signed on each and every
page by testator and witnesses • Exc: Voluminous – at least a sufficient number of pages are signed Requirements to be stated in the will • The fact that you are referring to the document or paper • Clear description and identification of the document • Number of pages of such document Requirements to appear on the face of the document to be incorporated: • Signature of the testator and witness • Exc: voluminous Proved by extrinsic evidence
• Existence of the document at the time of
the execution of the will • That the document is the one being referred to in the will TAKE NOTE:
• If holographic will, the
incorporation by reference of a document has to be entirely written, dated and signed by the testator IS IT REQUIRED THAT THE THIS INCORPORATION BY REFERENCE BE MENTIONED IN THE Unson v. Abella • In view of the fact that the inventory is referred to in the will as an integral part of it, we find that the foregoing attestation clause is in compliance with section 1 of Act No. 2645, which requires this solemnity for the validity of a will, and makes unnecessary any other attestation clause at the end of the inventory. REVOCATION OF WILLS AND TESTAMENTARY DISPOSITIONS • Art. 828. A will may be revoked by the testator at any time before his death. Any waiver or restriction of this right is void. RIGHT TO REVOKE • A will may be revoked by the testator at any time before his death • Any waiver or restriction of this right is VOID. • However, the recognition of an illegitimate child does not lose its legal effect, even though the will wherein it was made should be revoked. (Art. 834) FALSE CAUSE FOR REVOCATION • Art. 833. A revocation of a will based on a false cause or an illegal cause is null and void. • If the testator revoked his will based on a cause stated therein, but the facts constituting the cause for revocation turn out to be false, the revocation cannot take effect and the will remains operative. • There must be a showing that there was a mistaken belief that the cause exists. Art. 830. No will shall be revoked except in the following cases: (1) By implication of law; or (2) By some will, codicil, or other writing executed as provided in case of wills; or (3) By burning, tearing, cancelling, or obliterating the will with the intention of revoking it, by the testator himself, or by some other person in his presence, and by his express direction. If burned, torn, cancelled, or obliterated by some other person, without the express direction of the testator, the will may still be established, and the estate distributed in accordance therewith, if its contents, and due execution, and the fact of its unauthorized destruction, cancellation, or obliteration are established according to the Rules of Court. Manner of Revocation • By implication of law • By some will, codicil or other writing executed as provided in case of wills • By burning, tearing, cancelling, or obliterating the will with the intention of revoking it, by the testator himself, or by some other person in his presence and by his express direction By implication of law • Preterition of compulsory heirs in the direct line – Art. 854 • Judicial demand of a credit given in legacy – Art. 957 • Loss, alienation or transformation of the thing bequeathed or devised – Art. 957 • Commission by an heir, devisee or legatee of an act of unworthiness – Art. 1031, 1032 • Decree of legal separation revokes the provisions in the innocent spouse’s will in favor of the offending spouse – Art. 63, par. 4, FC By will, codicil or other writing • In order that a former will may be revoked by a subsequent will, the latter should be valid and executed with the formalities required for the making of wills and probated, so that the revocatory clause thereof may produce the effect of revoking the previous will. Samson v. Naval st • February 13, 1915 – 1 will probated but denied nd • October 31, 1914 – 2 will probated by the nieces and legatees of the deceased Simeona F. Naval • The petition for allowance was opposed by Monica Naval, Rosa Naval, and Cristina Naval on the ground that the will, the allowance of which is asked, could not be allowed, because of the existence of another will of subsequent date, executed during her lifetime by the same Simeona F. Naval, and because said will has been revoked by another executed subsequently by her during her lifetime, and further, because sail will has not been executed with the formalities required by existing laws. • From the evidence it appears, as we have already stated, that the trial court declared that the first document presented by the executor of the deceased, Simeona F. Naval, as a will executed by her on February 13, 1915, and which was the subject-matter of case No. 13386 of said court, could not be allowed, on the ground that it was not executed with the requisites and formalities prescribed by law. Article 739 of the Civil Code provides that a former will is by operation of law revoked by another valid subsequent will, if the testator does not state in the later will his desire that the former should subsist wholly or partly. In harmony with this provision of substantive law, we find section 623 of the Code of Civil Procedure, which provides that no will shall be revoked, except by implication of law, otherwise than by some will, codicil, or other writing executed as provided in case of wills. Therefore, according to the legal provisions, in order that the will of February 13, 1915, that is, the first document presented as the will of the deceased Simeona F. Naval, could have the effect of revoking that which was presented afterwards by the petitioners as executed by the same deceased on October 31, 1914, that is, on a date previous to the execution of the first, it was necessary and indispensable that the later will, that is, that first presented for allowance, should be perfect or valid, that it, executed as provided by lay in case of wills. Subsequent wills may revoke the previous ones, either : • EXPRESSLY • IMPLIEDLY , in which case the subsequent wills annul only such dispositions in the prior wills as are inconsistent with or contrary to those contained in the later wills • Art. 831. Subsequent wills which do not revoke the previous ones in an express manner, annul only such dispositions in the prior wills as are inconsistent with or contrary to those contained in the latter wills. Art. 832. A revocation made in a subsequent will shall take effect, even if the new will should become inoperative by reason of the incapacity of the heirs, devisees or legatees designated therein, or by their renunciation. Revocation by subsequent will • Testator expressly revokes a prior will but the new will cannot be given effect even if its validity has been established due to the incapacity of the heirs, devisees or legatees or because of their repudiation of their inheritance Doctrine of Dependent Relative Revocation • If the testator provides that the revocation of the earlier will is conditioned on the effectivity of the testamentary dispositions of his subsequent will – the revocation will not take effect if the new will becomes inoperative Testate Estate of Molo, GR No. L-2538, September 21, 1951 • Mariano Molo y Legaspi died on January 24, 1941, in the municipality of Pasay, province of Rizal, without leaving any forced heir either in the descending or ascending line. He was survived, however, by his wife, the herein petitioner Juana Juan Vda. de Molo, and by his nieces and nephew, the oppositors-appellants, Luz, Gliceria and Cornelio, all surnamed Molo, who were the legitimate children of Candido Molo y Legaspi, deceased brother of the testator. Mariano Molo y Legaspi left two wills, one executed on August 17, 1918, (Exhibit A) and another executed on June 20, 1939, (Exhibit I). The latter will contains a clause which expressly revokes the will executed in 1918. • 1939 will – first probated; denied because not executed in accordance with law • 1918 will – subsequently probated but was opposed by the Oppositors • Oppositors: The 1918 will was already revoked by 1939 will • It is true that our law on the matter (sec. 623, Code of Civil Procedure) provides that a will may be revoked "by some will, codicil, or other writing executed as provided in case of wills" ; but it cannot be said that the 1939 will should be regarded, not as a will within the meaning of said word, but as "other writing executed as provided in the case of wills", simply because it was denied probate. And even if it be regarded as any other writing within the meaning of said clause, there is authority for holding that unless said writing is admitted to probate, it cannot have the effect of revocation. • But counsel for oppositors contend that, regardless of said revocatory clause, said will of 1918 cannot still be given effect because of the presumption that it was deliberately revoked by the testator himself. The oppositors contend that the testator, after executing the 1939 will, and with full knowledge of the revocatory clause contained in said will, himself deliberately destroyed the original of the 1918 will, and that for this reason the will submitted by petitioner for probate in these proceedings is only a duplicate of said original. If it can be inferred that the testator deliberately destroyed the 1918 will because of his knowledge of the revocatory clause of the 1939 will, and it is true that he gave a duplicate copy thereof to his wife, the herein petitioner, the most logical step for the testator to take is to recall said duplicate copy in order that it may likewise be destroyed. But this was not done as shown by the fact that said duplicate copy remained in the possession of petitioner. It is possible that because of the long lapse of twenty-one (21) years since the first will was executed, the original of the will had been misplaced or lost, and forgetting that there was a copy, the testator deemed it wise to execute another will containing exactly the same testamentary dispositions. Whatever may be the conclusion we may draw from this chain of circumstances, the stubborn fact is that there is no direct evidence of voluntary or deliberate destruction of the first will by the testator. This matter cannot be left to mere inference or conjecture. • Granting for the sake of argument that the earlier will was voluntarily destroyed by the testator after the execution of the second will, which revoked the first, could there be any doubt, under this theory, that said earlier will was destroyed by the testator in the honest belief that it was no longer necessary because he had expressly revoked it in his will of 1939? In other words, can we not say that the destruction of the earlier will was but the necessary consequence of the testator’s belief that the revocatory clause contained in the subsequent will was valid and the latter would be given effect? If such is the case, then it is our opinion that the earlier will can still be admitted to probate under the principle of "dependent relative revocation." • "This doctrine is known as that of dependent relative revocation, and is usually applied where the testator cancels or destroys a will or executes an instrument intended to revoke a will with a present intention to make a new testamentary disposition as a substitute for the old, and the new disposition is not made or, if made, fails of effect for some reason. The doctrine is not limited to the existence of some other document, however, and has been applied where a will was destroyed as a consequence of a mistake of law • "The rule is established that where the act of destruction is connected with the making of another will so as fairly to raise the inference that the testator meant the revocation of the old to depend upon the efficacy of the new disposition intended to be substituted, the revocation will be conditional and dependent upon the efficacy of the new disposition; and if, for any reason, the new will intended to be made as a substitute is inoperative, the revocation fails and the original will remains in full force." • "This is the doctrine of dependent relative revocation. The failure of the new testamentary disposition, upon whose validity the revocation depends, is equivalent to the non-fulfillment of a suspensive condition, and hence prevents the revocation of the original will. But a mere intent to make at some time a will in place of that destroyed will not render the destruction conditional. It must appear that the revocation is dependent upon the valid execution of a new will." • We hold, therefore, that even in the supposition that the destruction of the original will by the testator could be presumed from the failure of the petitioner to produce it in court, such destruction cannot have the effect of defeating the prior will of 1918 because of the fact that it is founded on the mistaken belief that the will of 1939 has been validly executed and would be given due effect. The theory on which this principle is predicated is that the testator did not intend to die intestate. And this intention is clearly manifest when he executed two wills on two different occasions and instituted his wife as his universal heir. There can therefore be no mistake as to his intention of dying testate. Doctrine: • A subsequent will containing a clause revoking a previous will, having been disallowed for the reason that it was not executed in conformity with the provisions of section 618 of the Code of Civil Procedure as to the making of wills, cannot produce the effect of annuling the previous will, inasmuch as said revocatory clause is void Even in the supposition that the destruction of the original will by the testator could be presumed from the failure of the petitioner to produce it in court, such destruction cannot have the effect of defeating the prior will where it is founded on the mistaken belief that the later will has been validly executed and would be given due effect. The earlier will can still be admitted to probate under the principle of "dependent relative revocation." The theory on which this principle is predicated is that the testator did not intend to die intestate. And this intention is clearly manifest where he executed two wills on two different occasions and instituted his wife as his universal heir. By burning, tearing, cancelling, obliterating • Testator must be capacitated at the time of revocation • Animo revocandi + physical act of destruction • Act must be any of the overt acts mentioned under Art. 830 PHYSICAL ACT OF DESTRUCTION BURNING
• It is not required that the whole instrument
is completely burned. Even if only a portion of the document is burned, then it is considered to be an act of revocation. What is important is that the testator burns the will. TEARING • Either torn or cut • Again, like the act of burning, even if slight cut or tear only, that is sufficient to be considered as an act of revocation • The greater the cut, the greater is the presumption that there is animu revocandi on the part of the testator CANCELING
• When you place a mark or line
across the writings OBLITERATING
• When you blot out, erase
How about crumpling?
• Divided The act must be a completed act.
• GR: Even if the destruction is not
complete, there is an act of revocation • EXC: When the testator starts the destruction of his will but changed his mind; Voluntary desistance on his part ANIMUS REVOCANDI • Even if there are overt acts, but there is no intent to revoke, then there is no revocation. • Accidental tearing • What if there is an intent to revoke, but no overt act? • e.g. Testator, with all the intention to revoke, placed the will above the stove, but without the testator's knowledge, another person took the will, preventing it from being burned. Revocation must be done
• by the testator himself
• by some other persons in his presence and under his express direction • Need not render the will illegible, sufficient that the act manifests an intent to revoke the will • Will can still be established even if destroyed by some other person if without the express direction of the testator WHAT TO PROVE (UNAUTHORIZED DESTRUCTION) IN ORDER TO ESTABLISH THE WILL? • Contents of the will • Due execution of the will • Fact of its unauthorized destruction, cancellation or obliteration THE FOREGOING MATTERS MAY BE PROVED BY: • SECONDARY EVIDENCES – copy of the original or testimony of witnesses • A holographic will, if destroyed, may not be probated, unless a photocopy survives • If it has been shown that the testator had ready access to the will and it can no longer be found after his death, it may be presumed that he cancelled or destroyed it. ANIMO REVOCANDI + PHYSICAL ACT OF DESTRUCTION Testate Estate of Adriana Maloto, GR No. 76464 • On October 20, 1963, Adriana Maloto died leaving as heirs her niece and nephews, the petitioners Aldina Maloto-Casiano and Constancio, Maloto, and the private respondents Panfilo Maloto and Felino Maloto. Believing that the deceased did not leave behind a last will and testament, these four heirs commenced on November 4, 1963 an intestate proceeding for the settlement of their aunt's estate. • However, while the case was still in progress, or to be exact on February 1, 1964, the parties — Aldina, Constancio, Panfilo, and Felino — executed an agreement of extrajudicial settlement of Adriana's estate. The agreement provided for the division of the estate into four equal parts among the parties. The Malotos then presented the extrajudicial settlement agreement to the trial court for approval which the court did on March 21, 1964. That should have signalled the end of the controversy, but, unfortunately, it had not. • Three years later, or sometime in March 1967, Atty. Sulpicio Palma, a former associate of Adriana's counsel, the late Atty. Eliseo Hervas, discovered a document entitled "KATAPUSAN NGA PAGBUBULAT-AN (Testamento)," dated January 3,1940, and purporting to be the last will and testament of Adriana. Atty. Palma claimed to have found the testament, the original copy, while he was going through some materials inside the cabinet drawer formerly used by Atty. Hervas. • Incidentally, while Panfilo and Felino are still named as heirs in the said will, Aldina and Constancio are bequeathed much bigger and more valuable shares in the estate of Adriana than what they received by virtue of the agreement of extrajudicial settlement they had earlier signed. The will likewise gives devises and legacies to other parties, among them being the petitioners Asilo de Molo, the Roman Catholic Church of Molo, and Purificacion Miraflor. • Significantly, the appellate court while finding as inconclusive the matter on whether or not the document or papers allegedly burned by the househelp of Adriana, Guadalupe Maloto Vda. de Coral, upon instructions of the testatrix, was indeed the will, contradicted itself and found that the will had been revoked. The respondent court stated that the presence of animus revocandi in the destruction of the will had, nevertheless, been sufficiently proven • It is clear that the physical act of destruction of a will, like burning in this case, does not per se constitute an effective revocation, unless the destruction is coupled with animus revocandi on the part of the testator. It is not imperative that the physical destruction be done by the testator himself. It may be performed by another person but under the express direction and in the presence of the testator. Of course, it goes without saying that the document destroyed must be the will itself. • In this case, while animus revocandi or the intention to revoke, may be conceded, for that is a state of mind, yet that requisite alone would not suffice. "Animus revocandi is only one of the necessary elements for the effective revocation of a last will and testament. The intention to revoke must be accompanied by the overt physical act of burning, tearing, obliterating, or cancelling the will carried out by the testator or by another person in his presence and under his express direction. • There is paucity of evidence to show compliance with these requirements. For one, the document or papers burned by Adriana's maid, Guadalupe, was not satisfactorily established to be a will at all, much less the will of Adriana Maloto. For another, the burning was not proven to have been done under the express direction of Adriana. And then, the burning was not in her presence. Both witnesses, Guadalupe and Eladio, were one in stating that they were the only ones present at the place where the stove (presumably in the kitchen) was located in which the papers proffered as a will were burned. • Nowhere in the records before us does it appear that the two witnesses, Guadalupe Vda. de Corral and Eladio Itchon, both illiterates, were unequivocably positive that the document burned was indeed Adriana's will. Guadalupe, we think, believed that the papers she destroyed was the will only because, according to her, Adriana told her so. Eladio, on the other hand, obtained his information that the burned document was the will because Guadalupe told him so, thus, his testimony on this point is double hearsay. Gago v. Mamuyac, 49 Phil 902 • The purpose of this action was to obtain the probation of a last will and testament of Miguel Mamuyac, who died on the 2d day of January, 1922, in the municipality of Agoo of the Province of La Union. It appears from the record that on or about the 27th day of July, 1918, the said Miguel Mamuyac executed a last will and testament (Exhibit A). In the month of January, 1922, the said Francisco Gago presented a petition in the Court of First Instance of the Province of La Union for the probation of that will. The probation of the same was opposed by Cornelio Mamuyac, Ambrosio Lariosa, Feliciana Bauzon, and Catalina Mamuyac (civil cause No. 1144, Province of La Union). After hearing all of the parties the petition for the probation of said will was denied by the Honorable C. M. Villareal on the 2d day of November, 1923, upon the ground that the deceased had on the 16th day of April, 1919, executed a new will and testament. • To said petition Cornelio Mamuyac, Ambrosio Lariosa, Feliciana Bauzon, and Catalina Mamuyac presented their oppositions, alleging (a) that the said will is a copy of the second will and testament executed by the said Miguel Mamuyac; (b) that the same had been cancelled and revoked during the lifetime of Miguel Mamuyac and (c) that the said will was not the last will and testament of the deceased Miguel Mamuyac. • With reference to the said cancellation, it may be stated that there is positive proof, not denied, which was accepted by the lower court, that will in question had been cancelled in 1920. The law does not require any evidence of the revocation or cancellation of a will to be preserved. It therefore becomes difficult at times to prove the revocation or cancellation of wills. The fact that such cancellation or revocation has taken place must either remain unproved of be inferred from evidence showing that after due search the original will cannot be found. • Where a will which cannot be found is shown to have been in the possession of the testator, when last seen, the presumption is, in the absence of other competent evidence, that the same was cancelled or destroyed. The same presumption arises where it is shown that the testator had ready access to the will and it cannot be found after his death. It will not be presumed that such will has been destroyed by any other person without the knowledge or authority of the testator. The force of the presumption of cancellation or revocation by the testator, while varying greatly, being weak or strong according to the circumstances, is never conclusive, but may be overcome by proof that the will was not destroyed by the testator with intent to revoke it. • In view of the fat that the original will of 1919 could not be found after the death of the testator Miguel Mamuyac and in view of the positive proof that the same had been cancelled, we are forced to the conclusion that the conclusions of the lower court are in accordance with the weight of the evidence. In a proceeding to probate a will the burden of proofs is upon the proponent clearly to establish not only its execution but its existence. Having proved its execution by the proponents, the burden is on the contestant to show that it has been revoked. • Art. 833. A revocation of a will based on a false cause or an illegal cause is null and void. • Revocation of the will based on a false or illegal cause • Art. 834. The recognition of an illegitimate child does not lose its legal effect, even though the will wherein it was made should be revoked.