Succession Cases 2
Succession Cases 2
Succession Cases 2
"WHEREFORE, the document purporting to be the holographic Will of Bibiana Roxas de Jesus, is hereby
disallowed for not having been executed as required by the law. The order of August 24, 1973 is hereby set
aside."
The only issue is whether or not the date "FEB. / 61" appearing on the holographic Will of the deceased Bibiana
Roxas de Jesus is a valid compliance with the Article 810 of the Civil Code which reads:
ART. 810. A person may execute a holographic will which must be entirely written, dated, and signed by the hand
of the testator himself. It is subject to no other form, and may be made in or out of the Philippines, and need not
be witnessed."
The petitioners contend that while Article 685 of the Spanish Civil Code and Article 688 of the Old Civil Code
require the testator to state in his holographic Will the "year, month, and day of its execution", the present Civil
Code omitted the phrase "Ao, mes y dia" and simply requires that the holographic Will should be dated. The
petitioners submit that the liberal construction of the holographic Will should prevail.
Respondent Luz Henson on the other hand submits that the purported holographic Will is void for noncompliance with Article 810 of the New Civil Code in that the date must contain the year, month, and day of its
execution. The respondent contends that Article 810 of the Civil Code was patterned after Section 1277 of the
California Code and Section 1588 of the Louisiana Code whose Supreme Courts had consistently ruled that the
required date includes the year, month, and day, and that if any of these is wanting, the holographic Will is invalid.
The respondent further contends that the petitioner cannot plead liberal construction of Article 810 of the Civil
Code because statutes prescribing the formalities to be observed in the execution of holographic Wills are strictly
construed.
We agree with the petitioner.
This will not be the first time that this Court departs from a strict and literal application of the statutory
requirements regarding the due execution of Wills. We should not overlook the liberal trend of the Civil Code in
the manner of execution of Wills, the purpose of which, in case of doubt is to prevent intestacy "The underlying and fundamental objectives permeating the provisions of the law on wills in this Project consists
in the liberalization of the manner of their execution with the end in view of giving the testator more freedom in
expressing his last wishes, but with sufficient safeguards and restrictions to prevent the commission of fraud and
the exercise of undue and improper pressure and influence upon the testator.
"This objective is in accord with the modern tendency with respect to the formalities in the execution of wills."
(Report of the Code Commission, p. 103)
In Justice Capistrano's concurring opinion in Heirs of Raymundo Castro v. Bustos (27 SCRA 327) he emphasized
that:
xxx
xxx
xxx.
"x x x The law has a tender regard for the will of the testator expressed in his last will and testament on the
ground that any disposition made by the testator is better than that which the law can make. For this reason,
intestate succession is nothing more than a disposition based upon the presumed will of the decedent."
Thus, the prevailing policy is to require satisfaction of the legal requirements in order to guard against fraud and
bad faith but without undue or unnecessary curtailment of testamentary privilege (Icasiano v. Icasiano, 11 SCRA
422). If a Will has been executed in substantial compliance with the formalities of the law, and the possibility of
bad faith and fraud in the exercise thereof is obviated, said Will should be admitted to probate (Rey v. Cartagena,
56 Phil. 282). Thus,
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xxx
xxx
"x x x More than anything else, the facts and circumstances of record are to be considered in the application of
any given rule. If the surrounding circumstances point to a regular execution of the will, and the instrument
appears to have been executed substantially in accordance with the requirements of the law, the inclination
should, in the absence of any suggestion of bad faith, forgery or fraud, lean towards its admission to probate,
although the document may suffer from some imperfection of language, or other non-essential defect. x x x"
(Leynez v. Leynez, 68 Phil. 745).
If the testator, in executing his Will, attempts to comply with all the requisites, although compliance is not literal, it
is sufficient if the objective or purpose sought to be accomplished by such requisite is actually attained by the
form followed by the testator.
The purpose of the solemnities surrounding the execution of Wills has been expounded by this Court in Abangan
v. Abangan, 40 Phil. 476) where we ruled that:
"The object of the solemnities surrounding the execution of wills is to close the door against bad faith and fraud,
to avoid substitution of wills and testaments and to guaranty their truth and authenticity. x x x"
In particular, a complete date is required to provide against such contingencies as that of two competing Wills
executed on the same day, or of a testator becoming insane on the day on which a Will was executed (Velasco v.
Lopez, 1 Phil. 720). There is no such contingency in this case.
We have carefully reviewed the records of this case and found no evidence of bad faith and fraud in its execution
nor was there any substitution of Wills and Testaments. There is no question that the holographic Will of the
deceased Bibiana Roxas de Jesus was entirely written, dated, and signed by the testatrix herself and in a
language known to her. There is also no question as to its genuineness and due execution. All the children of the
testatrix agree on the genuineness of the holographic Will of their mother and that she had the testamentary
capacity at the time of the execution of said Will. The objection interposed by the oppositor-respondent Luz
Henson is that the holographic Will is fatally defective because the date "FEB. / 61" appearing on the holographic
Will is not sufficient compliance with Article 810 of the Civil Code. This objection is too technical to be entertained.
As a general rule, the "date" in a holographic Will should include the day, month, and year of its execution.
However, when as in the case at bar, there is no appearance of fraud, bad faith, undue influence and pressure
and the authenticity of the Will is established and the only issue is whether or not the date "FEB. / 61" appearing
on the holographic Will is a valid compliance with Article 810 of the Civil Code, probate of the holographic Will
should be allowed under the principle of substantial compliance.
WHEREFORE, the instant petition is GRANTED. The Order appealed from is REVERSED and SET ASIDE and
the order allowing the probate of the holographic Will of the deceased Bibiana Roxas de Jesus is reinstated.
SO ORDERED.
On December 12, 1990, respondents filed a notice of appeal, [8] and in support of their appeal, the respondents
once again reiterated the testimony of the following witnesses, namely: (1) Augusto Neri; (2) Generosa Senon; (3)
Matilde Ramonal Binanay; (4) Teresita Vedad; (5) Fiscal Rodolfo Waga; and (6) Evangeline Calugay.
To have a clear understanding of the testimonies of the witnesses, we recite an account of their testimonies.
Augusto Neri, Clerk of Court, Court of First Instance of Misamis Oriental, where the special proceedings for the
probate of the holographic will of the deceased was filed. He produced and identified the. records of the case.
The documents presented bear the signature of the deceased, Matilde Seo Vda. de Ramonal, for the purpose of
laying the basis for comparison of the handwriting of the testatrix, with the writing treated or admitted as genuine
by the party against whom the evidence is offered.
Generosa Senon, election registrar of Cagayan de Oro, was presented to produce and identify the voter's
affidavit of the decedent. However, the voters' affidavit was not produced for the same was already destroyed and
no longer available.
Matilde Ramonal Binanay, testified that the deceased Matilde Seo Vda. de Ramonal was her aunt, and that
after the death of Matilde's husband, the latter lived with her in her parent's house for eleven (11) years, from
1958 to 1969. During those eleven (11) years of close association with the deceased, she acquired familiarity with
her signature and handwriting as she used to accompany her (deceased Matilde Seo Vda. de Ramonal) in
collecting rentals from her various tenants of commercial buildings, and the deceased always issued receipts. In
addition to this, she (witness Matilde Binanay) assisted the deceased in posting the records of the accounts, and
carried personal letters of the deceased to her creditors.
Matilde Ramonal Binanay further testified that at the time of the death of Matilde Vda. de Ramonal, she left a
holographic will dated August 30, 1978, which was personally and entirely written, dated and signed, by the
deceased and that all the dispositions therein, the dates, and the signatures in said will, were that of the
deceased.
Fiscal Rodolfo Waga testified that before he was appointed City Fiscal of Cagayan de Oro, he was a practicing
lawyer, and handled all the pleadings and documents signed by the deceased in connection with the intestate
proceedings of her late husband, as a result of which he is familiar with the handwriting of the latter. He testified
that the signature appearing in the holographic will was similar to that of the deceased, Matilde Seo Vda. de
Ramonal, but he can not be sure.
The fifth witness presented was Mrs. Teresita Vedad, an employee of the Department of Environment and
Natural Resources, Region 10. She testified that she processed the application of the deceased for pasture
permit and was familiar with the signature of the deceased, since the deceased signed documents in her
presence, when the latter was applying for pasture permit.
Finally, Evangeline Calugay, one of the respondents, testified that she had lived with the deceased since birth,
and was in fact adopted by the latter. That after a long period of time she became familiar with the signature of
the deceased. She testified that the signature appearing in the holographic will is the true and genuine signature
of Matilde Seo Vda. de Ramonal.
The holographic will which was written in Visayan, is translated in English as follows:
"Instruction
"August 30, 1978
"1. My share at Cogon, Raminal Street, for Evangeline Calugay.
"(Sgd) Matilde Vda de Ramonal
"August 30, 1978
"2. Josefina Salcedo must be given 1,500 square meters at Pinikitan Street.
"in the absence of any competent witness referred to in the preceding paragraph, and if the court deems it
necessary, expert testimony may be resorted to."
"As can be seen, the law foresees the possibility that no qualified witness may be found (or what amounts to the
same thing, that no competent witness may be willing to testify to the authenticity of the will), and provides for
resort to expert evidence to supply the deficiency.
"It may be true that the rule of this article (requiring that three witnesses be presented if the will is contested and
only one if no contest is had) was derived from the rule established for ordinary testaments (CF Cabang vs.
Delfinado, 45 PHIL 291; Tolentino v. Francisco, 57 PHIL 742). But it can not be ignored that the requirement can
be considered mandatory only in case of ordinary testaments, precisely because the presence of at least three
witnesses at the execution of ordinary wills is made by law essential to their validity (Art. 805). Where the will is
holographic, no witness need be present (art.10), and the rule requiring production of three witnesses
must be deemed merely permissive if absurd results are to be avoided.
"Again, under Art.811, the resort to expert evidence is conditioned by the words "if the court deem it necessary",
which reveal that what the law deems essential is that the court should be convinced of the will's authenticity.
Where the prescribed number of witnesses is produced and the court is convinced by their testimony that the will
is genuine, it may consider it unnecessary to call for expert evidence. On the other hand, if no competent witness
is available, or none of those produced is convincing, the court may still, and in fact it should resort to handwriting
experts. The duty of the court, in fine, is to exhaust all available lines of inquiry, for the state is as much interested
as the proponent that the true intention of the testator be carried into effect.
"Paraphrasing Azaola vs. Singson, even if the genuineness of the holographic will were contested, Article 811 of
the civil code cannot be interpreted as to require the compulsory presentation of three witnesses to identify the
handwriting of the testator, under penalty of the having the probate denied. No witness need be present in the
execution of the holographic will. And the rule requiring the production of three witnesses is merely
permissive. What the law deems essential is that the court is convinced of the authenticity of the will. Its duty is
to exhaust all available lines of inquiry, for the state is as much interested in the proponent that the true intention
of the testator be carried into effect. And because the law leaves it to the trial court to decide if experts are still
needed, no unfavorable inference can be drawn from a party's failure to offer expert evidence, until and unless
the court expresses dissatisfaction with the testimony of the lay witnesses. [10]
According to the Court of Appeals, Evangeline Calugay, Matilde Ramonal Binanay and other witnesses definitely
and in no uncertain terms testified that the handwriting and signature in the holographic will were those of the
testator herself.
Thus, upon the unrebutted testimony of appellant Evangeline Calugay and witness Matilde Ramonal Binanay, the
Court of Appeals sustained the authenticity of the holographic will and the handwriting and signature therein, and
allowed the will to probate.
Hence, this petition.
The petitioners raise the following issues:
(1)
Whether or not the ruling of the case of Azaola vs. Singson, 109 Phil. 102, relied upon by the respondent
Court of Appeals, was applicable to the case.
(2)
Whether or not the Court of Appeals erred in holding that private respondents had been able to present
credible evidence to prove that the date, text, and signature on the holographic will were written entirely in
the hand of the testatrix.
(3)
Whether or not the Court of Appeals erred in not analyzing the signatures in the holographic will of Matilde
Seo Vda. de Ramonal.
In this petition, the petitioners ask whether the provisions of Article 811 of the Civil Code are permissive or
mandatory. The article provides, as a requirement for the probate of a contested holographic will, that at least
three witnesses explicitly declare that the signature in the will is the genuine signature of the testator.
We are convinced, based on the language used, that Article 811 of the Civil Code is mandatory. The word "shall"
connotes a mandatory order. We have ruled that "shall" in a statute commonly denotes an imperative obligation
and is inconsistent with the idea of discretion and that the presumption is that the word "shall," when used in a
statute is mandatory."[11]
Laws are enacted to achieve a goal intended and to guide against an evil or mischief that aims to prevent. In the
case at bar, the goal to achieve is to give effect to the wishes of the deceased and the evil to be prevented is the
possibility that unscrupulous individuals who for their benefit will employ means to defeat the wishes of the
testator.
So, we believe that the paramount consideration in the present petition is to determine the true intent of the
deceased. An exhaustive and objective consideration of the evidence is imperative to establish the true intent of
the testator.
It will be noted that not all the witnesses presented by the respondents testified explicitly that they were familiar
with the handwriting of the testator. In the case of Augusto Neri, clerk of court, Court of First Instance, Misamis
Oriental, he merely identified the record of Special Proceedings No. 427 before said court. He was not presented
to declare explicitly that the signature appearing in the holographic was that of the deceased.
Generosa E. Senon, the election registrar of Cagayan de Oro City, was presented to identify the signature of the
deceased in the voters' affidavit, which was not even produced as it was no longer available.
Matilde Ramonal Binanay, on the other hand, testified that:
Q.
A.
And you said for eleven (11) years Matilde Vda de Ramonal resided with your parents at Pinikitan, Cagayan
de Oro City. Would you tell the court what was your occupation or how did Matilde Vda de Ramonal keep
herself busy that time?
Collecting rentals.
Q.
A.
From where?
From the land rentals and commercial buildings at Pabayo-Gomez streets. [12]
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Q.
A.
Q.
A.
Q.
A.
Q.
A.
Showing to you the receipt dated 23 October 1979, is this the one you are referring to as one of the receipts
which she issued to them?
Yes, sir.
Now there is that signature of Matilde vda. De Ramonal, whose signature is that Mrs. Binanay?
Matilde vda. De Ramonal.
Q.
Why do you say that that is a signature of Matilde vda. De Ramonal?
A.
Q.
Now, you tell the court Mrs. Binanay, whether you know Matilde vda de Ramonal kept records of the
Q.
A.
Q.
A.
Q.
A.
In addition to collection of rentals, posting records of accounts of tenants and deed of sale which you said
what else did you do to acquire familiarity of the signature of Matilde Vda De Ramonal?
Posting records.
Q.
A.
Q.
A.
Letters of whom?
Matilde
Q.
To whom?
A.
To her creditors.[15]
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Q.
A.
You testified that at the time of her death she left a will. I am showing to you a document with its title "tugon"
is this the document you are referring to?
Yes, sir.
Q.
Showing to you this exhibit "S", there is that handwritten "tugon", whose handwriting is this?
A.
My aunt.
Mrs. Binanay, when you were asked by counsel for the petitioners if the late Matilde Seno vda de Ramonal
left a will you said, yes?
Yes, sir.
Q.
A.
Q.
Since when did you have the possession of the will?
A.
Q.
A.
Q.
And when did you come into possession since as you said this was originally in the possession of your
mother?
1985.[17]
A.
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Q.
A.
Now, Mrs. Binanay was there any particular reason why your mother left that will to you and therefore you
have that in your possession?
It was not given to me by my mother, I took that in the aparador when she died.
Q.
A.
Q.
A.
Q. Advice of what?
A.
About the will.[18]
In her testimony it was also evident that Ms. Binanay kept the fact about the will from petitioners, the legally
adopted children of the deceased. Such actions put in issue her motive of keeping the will a secret to petitioners
and revealing it only after the death of Matilde Seo Vda. de Ramonal.
In the testimony of Ms. Binanay, the following were established:
Q.
A.
Now, in 1978 Matilde Seno Vda de Ramonal was not yet a sickly person is that correct?
Yes, sir.
Q.
She was up and about and was still uprightly and she could walk agilely and she could go to her building to
collect rentals, is that correct?
A.
Yes, sir.[19]
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Q.
A.
Now, let us go to the third signature of Matilde Ramonal. Do you know that there are retracings in the word
Vda.?
Yes, a little. The letter L is continuous.
Q.
A.
Q.
A.
Again the third signature of Matilde Vda de Ramonal the letter L in Matilde is continued towards letter D.
Yes, sir.
Q.
A.
Q.
Now, that was 1979, remember one year after the alleged holographic will. Now, you identified a document
marked as Exhibit R. This is dated January 8,1978 which is only about eight months from August 30,1978.
Do you notice that the signature Matilde Vda de Ramonal is beautifully written and legible?
A.
Yes, sir the handwriting shows that she was very exhausted.
Q.
A.
Q.
A.
Q.
A.
You just say that she was very exhausted while that in 1978 she was healthy was not sickly and she was
agile. Now, you said she was exhausted?
In writing.
How did you know that she was exhausted when you were not present and you just tried to explain yourself
out because of the apparent inconsistencies?
That was I think. (sic)
Now, you already observed this signature dated 1978, the same year as the alleged holographic will. In
exhibit I, you will notice that there is no retracing; there is no hesitancy and the signature was written on a
fluid movement. x x x And in fact , the name Eufemia R. Patigas here refers to one of the petitioners?
Yes, sir.
Q.
You will also notice Mrs. Binanay that it is not only with the questioned signature appearing in the alleged
holographic will marked as Exhibit X but in the handwriting themselves, here you will notice the hesitancy
and tremors, do you notice that?
A.
Yes, sir.[21]
Evangeline Calugay declared that the holographic will was written, dated and signed in the handwriting of the
testator. She testified that:
Q.
A.
You testified that you stayed with the house of the spouses Matilde and Justo Ramonal for the period of 22
years. Could you tell the court the services if any which you rendered to Matilde Ramonal?
During my stay I used to go with her to the church, to the market and then to her transactions.
Q.
A.
Q.
A.
Q.
A.
In the course of your stay for 22 years did you acquire familiarity of the handwriting of Matilde Vda de
Ramonal?
Yes, sir.
Q.
A.
Q.
A.
Now, I am showing to you Exhibit S which is captioned "tugon" dated Agosto 30, 1978 there is a signature
here below item No. 1, will you tell this court whose signature is this?
Yes, sir, that is her signature.
Q.
Can you tell the name of the husband?
A.
Q.
A.
Can you tell this court whether the spouses Justo Ramonal and Matilde Ramonal have legitimate children?
As far as I know they have no legitimate children.[25]
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Q.
A.
You said after becoming a lawyer you practice your profession? Where?
Here in Cagayan de Oro City.
Q.
A.
Do you have services rendered with the deceased Matilde vda de Ramonal?
I assisted her in terminating the partition, of properties.
Q.
A.
When you said assisted, you acted as her counsel? Any sort of counsel as in what case is that, Fiscal?
It is about the project partition to terminate the property, which was under the court before. [26]
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Q.
A.
Appearing in special proceeding no. 427 is the amended inventory which is marked as exhibit N of the
estate of Justo Ramonal and there appears a signature over the type written word Matilde vda de Ramonal,
whose signature is this?
That is the signature of Matilde Vda de Ramonal.
Q.
A.
Q.
A.
Aside from attending as counsel in that Special Proceeding Case No. 427 what were the other assistance
wherein you were rendering professional service to the deceased Matilde Vda de Ramonal?
I can not remember if I have assisted her in other matters but if there are documents to show that I have
assisted then I can recall.[28]
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Q.
A.
Now, I am showing to you exhibit S which is titled "tugon", kindly go over this document, Fiscal Waga and
tell the court whether you are familiar with the handwriting contained in that document marked as exhibit
"S"?
I am not familiar with the handwriting.
Q.
A.
Q.
Now, in item No. 2 there is that signature here of Matilde Vda de Ramonal, can you tell the court whose
A.
Q.
signature is this?
Well, that is similar to that signature appearing in the project of partition.
A.
Also in item no. 3 there is that signature Matilde Vda de Ramonal, can you tell the court whose signature is
that?
As I said, this signature also seems to be the signature of Matilde vda de Ramonal.
Q.
A.
Q.
A.
How about this signature in item no. 4, can you tell the court whose signature is this?
The same is true with the signature in item no. 4. It seems that they are similar.[29]
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Q.
A.
Mr. Prosecutor, I heard you when you said that the signature of Matilde Vda de Ramonal Appearing in
exhibit S seems to be the signature of Matilde vda de Ramonal?
Yes, it is similar to the project of partition.
Q.
So you are not definite that this is the signature of Matilde vda de Ramonal. You are merely
supposing that it seems to be her signature because it is similar to the signature of the project of
partition which you have made?
A.
That is true.[30]
From the testimonies of these witnesses, the Court of Appeals allowed the will to probate and disregard the
requirement of three witnesses in case of contested holographic will, citing the decision in Azaola vs. Singson, [31]
ruling that the requirement is merely directory and not mandatory.
In the case of Ajero vs. Court of Appeals,[32] we said that "the object of the solemnities surrounding the execution
of wills is to close the door against bad faith and fraud, to avoid substitution of wills and testaments and to
guaranty their truth and authenticity. Therefore, the laws on this subject should be interpreted in such a way as to
attain these primordial ends. But, on the other hand, also one must not lose sight of the fact that it is not the
object of the law to restrain and curtail the exercise of the right to make a will."
However, we cannot eliminate the possibility of a false document being adjudged as the will of the testator, which
is why if the holographic will is contested, that law requires three witnesses to declare that the will was in the
handwriting of the deceased.
The will was found not in the personal belongings of the deceased but with one of the respondents, who kept it
even before the death of the deceased. In the testimony of Ms. Binanay, she revealed that the will was in her
possession as early as 1985, or five years before the death of the deceased.
There was no opportunity for an expert to compare the signature and the handwriting of the deceased with other
documents signed and executed by her during her lifetime. The only chance at comparison was during the crossexamination of Ms. Binanay when the lawyer of petitioners asked Ms. Binanay to compare the documents which
contained the signature of the deceased with that of the holographic will and she is not a handwriting expert.
Even the former lawyer of the deceased expressed doubts as to the authenticity of the signature in the
holographic will.
A visual examination of the holographic will convince us that the strokes are different when compared with other
documents written by the testator. The signature of the testator in some of the disposition is not readable. There
were uneven strokes, retracing and erasures on the will.
Comparing the signature in the holographic will dated August 30, 1978,[33] and the signatures in several
documents such as the application letter for pasture permit dated December 30, 1980, [34] and a letter dated June
16, 1978,[35] the strokes are different. In the letters, there are continuous flows of the strokes, evidencing that
there is no hesitation in writing unlike that of the holographic will. We, therefore, cannot be certain that the
holographic will was in the handwriting by the deceased.
IN VIEW WHEREOF, the decision appealed from is SET ASIDE. The records are ordered remanded to the court
of origin with instructions to allow petitioners to adduce evidence in support of their opposition to the probate of
the holographic will of the deceased Matilde Seo Vda. de Ramonal.
No costs.
SO ORDERED.
Davide Jr., C.J., (Chairman), Puno, Kapunan, and Ynares-Santiago, JJ., concur.