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and her signatures on all its four pages.[18] She Antonio to be appointed administrator since the
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former is a citizen and resident of the USAwhile the Lorenzos wife and his children were staying in the
latters claim as a co-owner of the properties same house.[38] She served in the said household
subject of the Will has not yet been established. from 1980 until Paciencias departure for
the USA on September 19, 1981.[39]
Meanwhile, proceedings on the petition for
the probate of the Will continued. Dra. Limpin was On September 13, 1981, Rosie claimed
recalled for cross-examination by the that she saw Faustino bring something for
petitioners. She testified as to the age of her father Paciencia to sign at the latters house.[40] Rosie
at the time the latter notarized the Will of admitted, though, that she did not see what that
Paciencia; the living arrangements of Paciencia at something was as same was placed inside an
the time of the execution of the Will; and the lack of envelope.[41] However, she remembered Paciencia
photographs when the event took place. [31] instructing Faustino to first look for money before
she signs them.[42] A few days after or on
Aside from Dra. Limpin, Lorenzo September 16, 1981, Paciencia went to the house
and Monico Mercado (Monico) also took the of Antonios mother and brought with her the said
witness stand. Monico, son of Faustino, testified on envelope.[43] Upon going home, however, the
his fathers condition. According to him his father envelope was no longer with Paciencia.[44]Rosie
can no longer talk and express himself due to brain further testified that Paciencia was referred to
damage. A medical certificate was presented to as magulyan or forgetful because she would
the court to support this allegation. [32] sometimes leave her wallet in the kitchen then start
looking for it moments later.[45] On cross
For his part, Lorenzo testified that: from examination, it was established that Rosie was
1944 until his departure for the USA in April 1980, neither a doctor nor a psychiatrist, that her
he lived in Sasmuan, Pampanga with his family conclusion that Paciencia was magulyan was
and his aunt, Paciencia; in 1981 Paciencia went to based on her personal assessment,[46] and that it
the USA and lived with him and his family until her was Antonio who requested her to testify in
death in January 1996; the relationship between court.[47]
him and Paciencia was like that of a mother and
child since Paciencia took care of him since birth In his direct examination, Antonio stated
and took him in as an adopted son; Paciencia was that Paciencia was his aunt.[48] He identified the
a spinster without children, and without brothers Will and testified that he had seen the said
and sisters; at the time of Paciencias death, she document before because Paciencia brought the
did not suffer from any mental disorder and was of same to his mothers house and showed it to him
sound mind, was not blind, deaf or mute; the Will along with another document on September 16,
was in the custody of Judge Limpin and was only 1981.[49] Antonio alleged that when the documents
given to him after Paciencias death through were shown to him, the same were still
Faustino; and he was already residing in the USA unsigned.[50] According to him, Paciencia thought
when the Will was executed.[33] Lorenzo positively that the documents pertained to a lease of one of
identified the signature of Paciencia in three her rice lands,[51] and it was he who explained that
different documents and in the Will itself and stated the documents were actually a special power of
that he was familiar with Paciencias signature attorney to lease and sell her fishpond and other
because he accompanied her in her properties upon her departure for the USA, and a
transactions.[34] Further, Lorenzo belied and denied Will which would transfer her properties to Lorenzo
having used force, intimidation, violence, coercion and his family upon her death.[52] Upon hearing
or trickery upon Paciencia to execute the Will as he this, Paciencia allegedly uttered the following
was not in the Philippines when the same was words: Why will I never [return], why will I sell all
executed.[35] On cross-examination, Lorenzo my properties? Who is Lorenzo? Is he the only
clarified that Paciencia informed him about the Will [son] of God? I have other relatives [who should]
shortly after her arrival in the USA but that he saw benefit from my properties. Why should I die
a copy of the Will only after her death.[36] already?[53] Thereafter, Antonio advised Paciencia
not to sign the documents if she does not want to,
As to Francisco, he could no longer be to which the latter purportedly replied, I know
presented in court as he already died on May 21, nothing about those, throw them away or it is up to
2000. you. The more I will not sign them.[54] After which,
Paciencia left the documents with Antonio. Antonio
For petitioners, Rosie testified that her kept the unsigned documents
mother and Paciencia were first cousins.[37] She and eventually turned them over to Faustino on
claimed to have helped in the household chores in September 18, 1981.[55]
the house of Paciencia thereby allowing her to stay
therein from morning until evening and that during Ruling of the Regional Trial Court
3
The burden to prove that Paciencia was of The burden of proof that the
unsound mind at the time of the execution of testator was not of sound mind at
5
the will lies on the shoulders of the petitioners. the time of making his dispositions is
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on the person who opposes the Paciencia and Antonio on September 16, 1981
probate of the will; but if the testator, wherein the former purportedly repudiated the Will
one month, or less, before making and left it unsigned.
his will was publicly known to be
insane, the person who maintains We are not persuaded.
the validity of the will must prove We take into consideration the unrebutted
that the testator made it during a fact that Paciencia loved and treated Lorenzo as
lucid interval. her own son and that love even extended to
Lorenzos wife and children. This kind of
relationship is not unusual. It is in fact not unheard
Here, there was no showing that Paciencia of in our culture for old maids or spinsters to care
was publicly known to be insane one month or less for and raise their nephews and nieces and treat
before the making of the Will. Clearly, thus, the them as their own children. Such is a prevalent and
burden to prove that Paciencia was of unsound accepted cultural practice that has resulted in
mind lies upon the shoulders of many family discords between those favored by
petitioners. However and as earlier mentioned, no the testamentary disposition of a testator and those
substantial evidence was presented by them to who stand to benefit in case of intestacy.
prove the same, thereby warranting the CAs
finding that petitioners failed to discharge such In this case, evidence shows the
burden. acknowledged fact that Paciencias relationship
with Lorenzo and his family is different from her
Furthermore, we are convinced that Paciencia was relationship with petitioners. The very fact that she
aware of the nature of her estate to be disposed of, cared for and raised Lorenzo and lived with him
the proper objects of her bounty and the character both here and abroad, even if the latter was
of the testamentary act. As aptly pointed out by the already married and already has children,
CA: highlights the special bond between them. This
unquestioned relationship between Paciencia and
A scrutiny of the Will the devisees tends to support the authenticity of
discloses that [Paciencia] was the said document as against petitioners
aware of the nature of the document allegations of duress, influence of fear or threats,
she executed. She specially undue and improper influence, pressure, fraud,
requested that the customs of her and trickery which, aside from being factual in
faith be observed upon her death. nature, are not supported by concrete, substantial
She was well aware of how she and credible evidence on record. It is worth
acquired the properties from her stressing that bare arguments, no matter how
parents and the properties she is forceful, if not based on concrete and substantial
bequeathing to LORENZO, to his evidence cannot suffice to move the Court to
wife CORAZON and to his two (2) uphold said allegations.[71] Furthermore, a
children. A third child was born after purported will is not [to be] denied legalization on
the execution of the will and was not dubious grounds. Otherwise, the very institution of
included therein as devisee.[70] testamentary succession will be shaken to its
foundation, for even if a will has been duly
executed in fact, whether x x x it will be probated
Bare allegations of duress or influence of fear would have to depend largely on the attitude of
or threats, undue and improper influence and those interested in [the estate of the deceased].[72]
pressure, fraud and trickery cannot be used as
basis to deny the probate of a will. Court should be convinced by the evidence
presented before it that the Will was duly
executed.
An essential element of the validity of the
Will is the willingness of the testator or testatrix to
execute the document that will distribute his/her Petitioners dispute the authenticity of
earthly possessions upon his/her death.Petitioners Paciencias Will on the ground that Section 11 of
claim that Paciencia was forced to execute the Will Rule 76 of the Rules of Court was not complied
under duress or influence of fear or threats; that the with. It provides:
execution of the Will had been procured by undue
and improper pressure and influence by Lorenzo RULE 76
or by some other persons for his benefit; and that ALLOWANCE OR
assuming Paciencias signature to be genuine, it DISALLOWANCE OF WILL
was obtained through fraud or trickery. These are Section 11. Subscribing
6
mental strength was greatly impaired. Neither other right which a person may exercise and
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this right should not be nullified unless mental memory is not sufficient to create the
incapacity is established in a positive and incapacity, unless it be total, or extend
conclusive manner. In discussing the question to his immediate family or property. . . .
of testamentary capacity, it is stated in volume xxx xxx xxx
28, 70, of the American and English Dougal (the testator) had lived over one
Encyclopedia of Law, that — hundred years before he made the will,
Contrary to the very prevalent lay and his physical and mental weakness
impression, perfect soundness of mind and defective memory were in striking
is not essential to testamentary contrast with their strength in the
capacity. A testator may be afflicted with meridian of his life. He was blind; not
a variety of mental weaknesses, deaf, but hearing impaired; his mind
disorders, or peculiarities and still be acted slowly, he was forgetful or recent
capable in law of executing a valid will. events, especially of names, and
(See the numerous cases there cited in repeated questions in conversation; and
support of this statement.) sometimes, when aroused for sleep or
slumber, would seem bewildered. It is
The rule relating to testamentary not singular that some of those who had
capacity is stated in Buswell on Insanity, known him when he was remarkable for
section 365, and quoted with approval vigor and intelligence, are of the opinion
in Campbell vs. Campbell (130 Ill., 466), as that his reason was so far gone that he
follows: was incapable of making a will, although
To constitute a sound and disposing they never heard him utter an irrational
mind, it is not necessary that the mind expression.
shall be wholly unbroken, unimpaired, or
unshattered by disease or otherwise, or In the above case the will was
that the testator should be in the full sustained. In the case at bar we might draw the
possession of his reasoning faculties. same contrast as was pictured by the court in
the case just quoted. The striking change in the
In note, 1 Jarman on Wills, 38, the rule physical and mental vigor of the testator during
is thus stated: the last years of his life may have led some of
The question is not so much, that was those who knew him in his earlier days to
the degree of memory possessed by the entertain doubts as to his mental capacity to
testator, as, had he a disposing make a will, yet we think that the statements of
memory? Was he able to remember the the witnesses to the execution of the will and
property he was about to bequeath, the statements of the conduct of the testator at that
manner of disturbing it, and the objects time all indicate that he unquestionably had
of his bounty? In a word, were his mind mental capacity and that he exercised it on this
and memory sufficiently sound to enable occasion. At the time of the execution of the
him to know and understand the will it does not appear that his conduct was
business in which he was engaged at irrational in any particular. He seems to have
the time when he executed his will. (See comprehended clearly what the nature of the
authorities there cited.) business was in which he was engaged. The
evidence show that the writing and execution
In Wilson vs. Mitchell (101 Penn., 495), of the will occupied a period several hours and
the following facts appeared upon the trial of that the testator was present during all this
the case: The testator died at the age of nearly time, taking an active part in all the
102 years. In his early years he was an proceedings. Again, the will in the case at bar
intelligent and well informed man. About seven is perfectly reasonable and its dispositions are
years prior to his death he suffered a paralytic those of a rational person.
stroke and from that time his mind and memory For the reasons above stated, the order
were mush enfeebled. He became very dull of probating the will should be and the same is
hearing and in consequence of the shrinking of hereby affirmed, with costs of this instance
his brain he was affected with senile cataract against the appellants.
causing total blindness. He became filthy and
obscene in his habits, although formerly he
was observant of the properties of life. The
court, in commenting upon the case, said:
Neither age, nor sickness, nor extreme
distress, nor debility of body will affect
10
made to appear of record, and this especially possibility or probability of mistake, might well
be sufficient to justify the conclusion that the
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witnesses could not possibly have been forced to admit that because his brother and
present, together, at the time when it is alleged his brother's wife (in those favor the will was
the will was executed; but the apparent made) were Aglipayanos, he and his other
contradictions in the testimony of the witnesses brothers and sisters had not visited them for
in the case at bar fall far short of raising a many months prior to the one particular
doubt a to their veracity, and on the other hand occasion as to which testified; and he admitted
their testimony as a whole gives such clear, further, that, although he lived near at hand, at
explicit, and detailed account of all that no time thereafter did he or any of the other
occurred, and is so convincing and altogether members of his family visit their dying brother,
satisfactory that we have no doubt that the trial and that they did not even attend the funeral. If
judge who heard them testify properly the testimony of this witness could be accepted
accepted their testimony as worthy of entire as true, it would be a remarkable coincidence
confidence and belief. indeed, that the subscribing witnesses to the
The contestants put upon the stand four alleged will should have falsely pretended to
witnesses for the purpose of proving that at the have joined in its execution on the very day,
time and on the occasion when the subscribing and at the precise hour, when this interested
witnesses testified that the will was executed, witness happened to pay his only visit to his
these witnesses were not in the house with the brother during his last illness, so that the
testator, and that the alleged testator was at testimony of this witness would furnish
that time in such physical and mental condition conclusive evidence in support of the
that it was impossible for him to have made a allegations of the contestants that the alleged
will. Two of these witnesses, upon cross- will was not executed at the time and place or
examination, admitted that they were not in the in the manner and form alleged by the
house at or between the hours of four and six subscribing witnesses. We do not think that the
in the afternoon of the day on which the will is testimony of this witness nor any of the other
alleged to have been made, this being the time witnesses for the contestants is sufficient to
at which the witnesses in support of the will raise even a doubt as to the truth of the
testified that it was executed. Of the other testimony of the subscribing witnesses as to
witnesses, one is a contestant of the will, the fact of the execution of the will, or as to the
Macario Ubag, a brother of the testator, and manner and from in which it was executed.
the other, Canuto Sinoy, his close relative. In the course of the proceedings, an
These witnesses swore that they were in the admittedly genuine signature of the deceased
house of the deceased, where he was lying ill, was introduced in evidence, and upon a
at or about the time when it is alleged that the comparison of this signature with the signature
will was executed, and that at that time the attached to the instrument in question, we are
alleged subscribing witnesses were not in the wholly of the opinion of the trial judge, who
house, and the alleged testator was so sick held in this connection as follows:
that he was unable to speak, to understand, or No expert evidence has been adduced
to make himself understood, and that he was with regard to these two signatures, and
wholly incapacitated to make a will. But the the presiding judge of this court does
testimony of Macario Ubag is in our opinion not claim to possess any special expert
wholly unworthy of credence. In addition to his knowledge in the matter of signatures;
manifest interest in the result of the nevertheless, the court has compared
investigation, it clearly discloses a fixed and these two signatures, and does not find
settled purpose to overthrow the will at all that any material differences exists
costs, and to that end an utter disregard of the between the same. It is true that the
truth, and readiness to swear to any fact which signature which appears in the
he imagined would aid in securing his object. document offered for authentication
An admittedly genuine and authentic signature discloses that at the time of writing the
of the deceased was introduced in evidence for subscriber was more deliberate in his
comparison with the signature attached to the movements, but two facts must be
will, but this witness in his anxiety to deny the acknowledge: First, that the testator was
genuineness of the signature of his brother to seriously ill, and the other fact, that for
the will, promptly and positively swore that the some reason which is not stated the
admittedly genuine signature was not his testator was unable to see, and was a
brother's signature, and only corrected his person who was not in the habit of
erroneous statement in response to a signing his name every day.
somewhat suggestive question by his attorney
which evidently gave him to understand that These facts should sufficiently explain
12
his former answer was likely to prejudice his whatever difference may exist between
own cause. On cross-examination, he was the two signatures, but the court finds
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that the principal strokes in the two contestants' allegation that the will never was
signatures are identical. executed.
It has been said that "the difficulty of
That the testator was mentally capable stating standards or tests by which to
of making the will is in our opinion fully determine the degree of mental capacity of a
established by the testimony of the subscribing particular person has been everywhere
witnesses who swore positively that, at the recognized, and grows out of the inherent
time of its execution, he was of sound mind impossibility of measuring mental capacity, or
and memory. It is true that their testimony its impairment by disease or other causes"
discloses the fact that he was at that time (Greene vs. Greene, 145 III., 264, 276); and
extremely ill, in an advanced stage of that "it is probable that no court has ever
tuberculosis complicated with severe attempted to lay down any definite rule in
intermittent attacks of asthma; that he was too respect to the exact amount of mental capacity
sick to rise unaided from his bed; that he requisite for the making of a valid will, without
needed assistance even to rise himself to a appreciating the difficulty of the undertaking"
sitting position; and that during the paroxysms (Trish vs. Newell, 62 III., 196, 203).
of asthma to which he was subject he could not Between the highest degree of
speak; but all this evidence of physical soundness of mind and memory which
weakness in no wise establishes his mental unquestionably carries with it full testamentary
incapacity or a lack of testamentary capacity, capacity, and that degree of mental aberration
and indeed the evidence of the subscribing generally known as insanity or idiocy, there are
witnesses as to the aid furnished them by the numberless degrees of mental capacity or
testator in preparing the will, and his clear incapacity, and while on one hand it has been
recollection of the boundaries and physical held that "mere weakness of mind, or partial
description of the various parcels of land set imbecility from the disease of body, or from
out therein, taken together with the fact that he age, will not render a person incapable of
was able to give to the person who wrote the making a will, a weak or feeble minded person
will clear and explicit instructions as to his may make a valid will, provided he has
desires touching the disposition of his property, understanding memory sufficient to enable him
is strong evidence of his testamentary to know what he is about, and how or to whom
capacity. he is disposing of his property"
Counsel for appellant suggests that the (Lodge vs.Lodge, 2 Houst. (Del.), 418); that,
fact that the alleged will leaves all the property "To constitute a sound and disposing mind, it is
of the testator to his widow, and wholly fails to not necessary that the mind should be
make any provision for his brothers or sisters, unbroken or unimpaired, unshattered by
indicates a lack of testamentary capacity and disease or otherwise" (Sloan vs. Maxwell, 3 N.
undue influence; and because of the inherent J. Eq., 563); that "it has not been understood
improbability that a man would make so that a testator must possess these qualities (of
unnatural and unreasonable a will, they sound and disposing mind and memory) in the
contend that this fact indirectly corroborates highest degree. . . . Few indeed would be the
their contention that the deceased never did in wills confirmed, if this is correct. Pain,
fact execute the will. But when it is considered sickness, debility of body, from age or infirmity,
that the deceased at the time of his death had would, according to its violence or duration, in
no heirs in the ascending or descending line; a greater or less degree, break in upon,
that a bitter family quarrel had long separated weaken, or derange the mind, but the
him from his brothers and sisters, who declined derangement must be such as deprives him of
to have any relations with the testator because the rational faculties common to man"
he and his wife were adherents of the (Den. vs. Vancleve, 5 N. J. L.,680); and, that
Aglipayano Church; and that this quarrel was "Sound mind does not mean a perfectly
so bitter that none of his brothers or sisters, balanced mind. The question of soundness is
although some of them lived in the vicinity, one of degree" (Boughton vs. Knight, L. R.,3 P.
were present at the time of his death or & D., 64; 42 L. J. P., 25); on the other hand, it
attended his funeral; we think the fact that the has been held that "testamentary incapacity
deceased desired to leave and did leave all of does not necessarily require that a person shall
his property to his widow and made no actually be insane or of an unsound mind.
provision for his brothers and sisters, who Weakness of intellect, whether it arises from
themselves were grown men and women, by extreme old age from disease, or great bodily
no means tends to disclose either an unsound infirmities or suffering, or from all these
mind or the presence of undue influence on the combined, may render the testator incapable of
13
part of his wife, or in any wise corroborates making a valid will, providing such weakness
really disqualifies her from knowing or
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appreciating the nature, effects, or
consequences of the act she is engaged in"
(Manatt vs. Scott, 106 Iowa, 203; 68 Am. St.
Rep., 293, 302).
But for the purposes of this decision it is
not necessary for us to attempt to lay down a
definition of testamentary capacity which will
cover all possible cases which may present
themselves, because, as will be seen from
what has already been said, the testator was,
at the time of making the instrument under
consideration, endowed with all the elements
of mental capacity set out in the following
definition of testamentary capacity which has
been frequently announced in courts of last
resort in England and the United States; and
while is some cases testamentary capacity has
been held to exist in the absence of proof of
some of these elements, there can be no
question that, in the absence of proof of very
exceptional circumstances, proof of the
existence of all these elements in sufficient to
establish the existence of testamentary
capacity.
Testamentary capacity is the capacity to
comprehend the nature of the
transaction which the testator is
engaged at the time, to recollect the
property to be disposed of and the
person who would naturally be
supposed to have claims upon the
testator, and to comprehend the manner
in which the instrument will distribute his
property among the objects of his
bounty.
provision made in the will of Tomas Rodriguez Code it is the duty of the court to harmonize its
in favor of Vicente F. Lopez was not any provisions as far as possible, giving due effect
Page
to all; and in case of conflict between two 13 Mucius Scaevola, pp. 372, 373, 285-287; 16
provisions the more general is to be Mucius Scaevola, 186). Says Escriche: "It is to
considered as being limited by the more be understood that one of the coheirs or
specific. As between articles 912 and 983, it is colegatees fails if nonexistent at the time of the
obvious that the former is the more general of making of the will, or he renounces the
the two, dealing, as it does, with the general inheritance or legacy, if he dies before the
topic of intestate succession while the latter is testator, if the condition be not fulfilled, or if he
more specific, defining the particular conditions becomes otherwise incapacitated. . . .
under which accretion takes place. In case of (Diccionario de Legislacion y Jurisprudencia,
conflict, therefore, the provisions of the former vol. I, p. 225.)lawphil.net
article must be considered limited by the latter. In conclusion it may be worth observing
Indeed, in subsection 3 of article 912 the that there has always existed both in the civil
provision with respect to intestate succession and in the common law a certain legal
is expressly subordinated to article 983 by the intendment, amounting to a mild presumption,
expression "and (if) there is no right of against partial intestacy. In Roman law, as is
accretion." It is true that the same express well known, partial testacy systems a
qualification is not found in subsection 4 of presumption against it, — a presumption which
article 912, yet it must be so understood, in has its basis in the supposed intention of the
view of the rule of interpretation above referred testator.
to, by which the more specific is held to control The judgment appealed from will be
the general. Besides, this interpretation affirmed, and it is so ordered, with costs
supplies the only possible means of against the appellant.
harmonizing the two provisions. In addition to
this, article 986 of the Civil Code affords
independent proof that intestate succession to
a vacant portion can only occur when accretion
is impossible.
The attorneys for the appellant direct
attention to the fact that, under paragraph 4 of
article 912, intestate succession occurs when
the heir instituted is disqualified to succeed
(incapaz de suceder), while, under the last
provision in paragraph 2 of article 982,
accretion occurs when one of the persons
called to inherit under the will is disqualified to
receive the inheritance (incapaz de recibirla). A
distinction is then drawn between incapacity to
succeed and incapacity to take, and it is
contended that the disability of Vicente F.
Lopez was such as to bring the case under
article 912 rather than 982. We are of the
opinion that the case cannot be made to turn
upon so refined an interpretation of the
language of the Code, and at any rate the
disability to which Vicente F. Lopez was
subject was not a general disability to succeed
but an accidental incapacity to receive the
legacy, a consideration which makes a case for
accretion rather than for intestate succession.
The opinions of the commentators, so
far as they have expressed themselves on the
subject, tend to the conclusion that the right of
accretion with regard to portions of an
inheritance left vacant by the death or
disqualification of one of the heirs or his
renunciation of the inheritance is governed by
article 912, without being limited, to the extent
supposed in appellant's brief, by provisions of
the Code relative to intestate succession
16
so deaf, nor so lacking in intelligence that she in her will by a testatrix 88 years of age,
could not, with full understanding thereof, suffering from defective eyesight and hearing,
Page
while she is stopping at a convent within the
aforestated diocese.
Wherefore, not finding any error in the judgment
appealed from, it is hereby affirmed in toto, with the
costs against the appellant. So ordered.
19
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G.R. Nos. L-46430-31 July 30, 1979 inventory (Annex A) are conjugal
FRANCISCA ALSUA-BETTS, JOSEPH O. properties with the exception of five
BETTS, JOSE MADARETA, ESTEBAN P. parcels of land Identified with the figures
RAMIREZ, and THE REGISTER OF DEEDS of 1 to 5 and 30 shares of San Miguel
FOR ALBAY PROVINCE, petitioners, Brewery stock which are paraphernal
vs. properties of the late Doñ;a Tinay
COURT OF APPEALS, AMPARO ALSUA (segundo parafo).
BUENVIAJE, FERNANDO BUENVIAJE, (3) An acknowledgment that during their
FERNANDO ALSUA, represented by his marriage, they had nine children but five
guardian, CLOTILDE S. ALSUA and PABLO of them died minors, unmarried (parafo
ALSUA, respondents. tercero y cuatro).
(4) An acknowledgment that on the
GUERRERO, J.:1äwphï1.ñët basis of Article 1056 of the Civil Code
This is an appeal by certiorari from the (old) to avoid Possible
decision of the Court of Appeals in CA-G.R. misunderstanding among their children
Nos. 54492-R and 54493-R which reversed the concerning the inheritance they are
decision of the Court of First Instance of Albay entitled to in the event of death of one of
allowing the probate of the win of Don Jesus them they have decided to effectuate an
Alsua in Special Proceedings No. 699 and extrajudicial partition of all the properties
dismissing the complaint in Civil Case 3068 described in Annex "A" thereto under
after declaring the two deeds of sale executed the following terms and conditions:
by Don Jesus Alsua legal and valid. The (Parafo quinto):
respondent court 1 denied the probate of the To Francisca Alsua, married to Joseph
will, declared null and void the two sales O. Betts were allotted or assigned all the real
subject of the complaint and ordered the properties with the improvements thereon
defendants, petitioners herein, to pay damages specifically described from pages 1-12 of said
to the plaintiffs, now the private respondents, inventory or, 34 parcels of land with a total land
the sum of Five Thousand Pesos (P5,000.00), area of 5,720,364 sq. meters, with a book or
to render an accounting of the properties in appraised value of P69,740.00.
their possession and to reimburse the latter the To Pablo Alsua, married to Teresa
net gain in the proportion that appertains to Locsin were allotted or assigned all the real
them in the properties from the date of the properties with the improvements thereon
firing of the complaint up to complete specifically described from pages 12-20 of said
restoration plus Fifty Thousand Pesos inventory or, 26 parcels of land with a total land
(P50,000.00) as attorney's fees and costs. area of 5,679,262 sq. meters, with a book or
The antecedent events leading to the appraised value of P55,940.00.
filing of these two consolidated actions are the To Fernando Alsua, married to Clotilde
following. Samson were allotted or assigned all the real
On November 25, 1949, Don Jesus properties with the improvements thereon
Alsua and his wife, Doñ;a Florentina Rella, specifically described from pages 20-33 of said
both of Ligao, Albay, together with all their inventory or, 47 parcels of land with a total land
living children, Francisca Alsua-Betts, Pablo area of 6,639,810 sq. meters, with a book or
Alsua, Fernando Alsua thru this judicial appraised value of P89,300.00.
guardian Clotilde Samson, and Amparo Alsua To Amparo Alsua, married to Fernando
de Buenviaje, entered into a duly notarized Buenviaje were allotted or assigned all the real
agreement, Escritura de Particion properties with the improvements thereon
Extrajudicial (Exhibit 8), over the then present specifically described from pages 33-47 of said
and existing properties of the spouses Don inventory or, 47 parcels of land with a total land
Jesus and Doñ;a Florentina enumerated in a area of 5,630,715 sq. meters, with a book or
prepared inventory, Exhibit 8-A, the essential appraised value of P58,830.00. têñ.£îhqwâ£
features of which are stated in private (a) Each and every one of the heirs
respondents' Brief, pp. 26-29, to wit: named above acknowledge and admit
(1) Basis of the partition: Inventory that the totality of the properties allotted
(Annex A) of all the properties of the and adjudicated to the heirs as
Alsua spouses, which inventory consists described in the preceding paragraph,
of 97 pages, all of them signed by the constitute one half of the properties
spouses and all the above named heirs described in Annex "A", including any
in the left margin of every page (parafo amount of cash deposited.
primers). (b) That all the heirs acknowledge and
20
(2) An acknowledgment of the spouses admit that all the properties assigned to
that all the properties described in the them as their hereditary portion
Page
represent one-half not only of the inheritance left by the deceased and
conjugal properties but includes the each heir shall become the absolute
paraphernal properties — waiving now owner of the properties adjudicated to
and forever any complaint or claim they him under this deed.
have or they may have concerning the On January 5, 1955, Don Jesus and
amount, value, extension and location of Doñ;a Florentina, also known as Doñ;a Tinay
the properties that are allotted to each separately executed their respective
and everyone. They also waive any holographic wills (Exhs. 6-B and 7-B), the
claim they have or they may have over provisions of which were in conformity and in
the remaining portion of the properties, implementation of the extrajudicial partition of
which spouses reserved for themselves. November 25, 1949. Their holographic wills
(c) That in case of death of one of the similarly provided for the institution of the other
spouses, each and everyone of the to his or her share in the conjugal properties,
heirs acknowledge that the properties the other half of the conjugal assets having
which are left in the possession of the been partitioned to constitute their legitime
surviving spouse, including any amount among their four living children in the
in cash, are even less than the one- half Extrajudicial Partition of 1949. The wigs also
that should correspond in absolute declared that in the event of future acquisitions
ownership as his legitimate participation of other properties by either of them, one-half
in the conjugal properties. In thereof would belong to the other spouse, and
consequence they waive any claim that the other half shall be divided equally among
they have or may have over said portion the four children. The holographic will of Doñ;a
of said properties or any amount in cash Tinay written in Spanish reads, as translated:
during the lifetime of the surviving
spouse, including any right or claim they TESTAMENT
have or they may have over the I, FLORENTINA R. DE ALSUA, 67
paraphernal properties of Doñ;a Tinay in years old, Filipina, married to Don Jesus
the event the surviving spouse is Don Alsua, resident of and with postal
Jesus. address in the Municipality of Ligao,
(d) The spouses on their part in case of Province of Albay, Philippines, being in
death of any one of them, the surviving the full possession of my mental and
spouse waives any claim he or she may physical faculties freely and
have over the properties assigned or spontaneously execute this my last will
adjudicated to the heirs under and by and testament in my handwriting and
virtue of this deed. The properties which signed by me and expressed in the
were reserved for them (the spouses) Spanish language which I speak, write
should be considered as his or her and understand, this 5th day of January,
legitimate participation in the conjugal 1955 in the Municipality of Ligao,
properties and the fair compensation of Province of Albay, and in which I ordain
his or her usufruct on the properties that and provide:
the surviving spouse reserved for First: That in or about the year 1906 I
himself or herself which shag be was married to my husband Don Jesus
distributed in equal shares among the Alsua and begot nine (9) children with
heirs upon his or her death unless said him, four (4) of whom are still living and
properties of some of them have been they are Francisco Alsua, Pablo Alsua,
disposed of during the lifetime of the Fernando Alsua and Amparo Alsua. The
surviving spouse. other five (5) died during their minority,
(e) Any heir who may dare question the single and without children.
validity and legitimacy of the provision Second: That after my marriage to my
contained herein shall be under husband Don Jesus Alsua and during
obligation to pay to the other heirs, in our conjugal union, and as a result of
the concept of damages and prejudice, our efforts and industry, we were able to
the sum of P5,000.00 plus attorney's acquire conjugal properties consisting of
fees. abaca (abales) and cacao lands and
(f) The provisions of this deed shall bind urban lands registered in the office of
the successors of the herein heirs. the Registry of Property of the Province
(g) In the event of death of one of the of Albay and in the City of Manila.
spouses, the properties assigned or Third: That I institute as my heirs with
adjudicated to each and everyone of the right to inherit the following- my spouse
21
heirs shall be considered as his share or Don Jesus Alsua, one-half (1/2) of my
participation in the estate or as his properties, real and personal, and the
Page
other half, to my children Francisco in the "Escritura de Particion" of November 25,
Alsua, married to Joseph O. Betts, 1949, but that they reserved for themselves
Pablo Alsua, Fernando Alsua, married (the spouses Don Jesus and Doñ;a Tinay) the
to Clotilde Samson, and Amparo Alsua, other half or those not disposed of to the said
married to Fernando Buenviaje, in equal legitimate heirs under the above agreement of
parts. It is to be understood, however, partition, and that they mutually and
that the other half that corresponds as reciprocally bequeathed unto each other their
legitime to my above named children participation therein as well as in all properties
have already been given to them, which might be acquired subsequently. Each
pursuant to a document dated spouse also declared that should she or he be
November 25, 1949 and ratified on the the surviving spouse, whatever belongs to him
same day, month and year before or her or would pertain to him or her, would be
Notary Public Segundo G. Flores (Reg. divided equally among the four children. It was
No. 525; Pag. 15; Lib. 11; Series of also declared in both codicils that upon the
1949) enjoining each and everyone of death of either of the spouses, the surviving
them to respect and faithfully comply spouse was designated mutually and
with each and every clause contained in reciprocally as the executor or administrator of
the said document. all the properties reserved for themselves.
Fourth: That should I acquire new The codicil executed by Doñ;a Tinay,
properties after the execution of this written in Spanish reads, as translated:
testament, the same shall be partitioned
among my spouse and above named CODICIL
children or the children mentioned in This codicil supplements and amends
above par. 3 in the same proportion that the preceding testament. That my
is, one-half (1 1/2) to my spouse; and spouse and I have agreed to divide the
the other half to my children in equal properties which we have acquired into
parts. 2 parts. The 1/2 that would correspond
Fifth: That I name as my executor my to me covers all the properties that I
husband Don Jesus Alsua without have partitioned among my children in
having to post any bond. the Document of Partition dated
IN VIRTUE WHEREOF, I hereby sign in November 25, 1949 before Notary
my own handwriting this testament on Public Segundo G. Flores, Jr. (Doc. No.
this 5th day of January, 1955 in the 525; Pag. No. 15; Lib. No. 11; Series of
Municipality of Ligao, Province of Albay, 1949) (and) even as the properties
Philippines. têñ.£îhqw⣠which by reason of this testament I
(SGD.) FLORENTINA R. DE ALSUA leave to my husband as his share and
(Joint Record on appeal pp. 420-423, the other half that corresponds to my
CA-G.R. No. 54492-R) husband constitutes an the properties
that up to now have not been disposed
As previously stated, Don Jesus Alsua of, particularly the urban lands situated
executed a separate but similar holographic in Legaspi, Albay, Ligao of the Province
will on the same day, Jan. 5, 1955 in exactly of Albay and in the City of Manila, with
the same terms and conditions as the above the exception of that portion that I
will of his wife. bequeath to my husband as his
On May 21, 1956, the spouses Don inheritance and his legitimate.
Jesus and Doñ;a Tinay filed before the Court of That I institute as my heirs with the right
First Instance of Albay their respective petitions to inherit my husband Don Jesus Alsua
for the probate of their respective holographic and my children Francisco Alsua, Pablo
wins which were docketed as Special Alsua, Fernando Alsua and Amparo
Proceedings No. 484 (Jesus Alsua, Petitioner) Alsua. I leave to my aforecited children
and Special Proceedings No. 485 (Doñ;a all the properties described in the above
Florentina Ralla de Alsua, Petitioner). mentioned Document of Partition dated
On August 14, 1956, the spouses Don November 25, 1949 which correspond
Jesus and Doñ;a Tinay executed their mutual to each one of them and in the profits
and reciprocal codicils amending and (fruits) expressed in the same, and in
supplementing their respective holographic the event that the properties granted to
wins. Again, the codicils similarly one or any of my children should exceed
acknowledged and provided that one-half of all in quantity or value those corresponding
the properties of the spouses, conjugal and to another or others, I hereby declare
22
paraphernal, had been disposed of, conveyed that it is my will that the same be divided
to and partitioned among their legitimate heirs
Page
among my children as their inheritance had three essential features: (a) it expressly
from the free portion of my property. cancelled, revoked and annulled all the
I leave to my spouse Don Jesus Alsua provisions of Don Jesus' holographic will of
as his legitime and as Ws inheritance January 5, 1955 and his codicil of August 14,
the part of the free portion of my 1956; (b) it provided for the collation of all his
property which have not been allocated properties donated to his four living children by
in favor of my children in the Document virtue of the "Escritura de Particion Extra.
of Partition aforecited and that which judicial" of 1949, and that such properties be
should exceed 1/2 of the conjugal taken into account in the partition of his estate
property of gains that pertains to him as among the children; and (c) it instituted his
above stated, including all those children as legatees/devisees of certain
properties which we shall acquire after specific properties, and as to the rest of the
the execution of this document. properties and whatever may be subsequently
In case it should be God's will that I acquired in the future, before his death, were to
survive my spouse, I hereby declare that be given to Francisca and Pablo, naming
it is my will that any and all kinds of Francesca as executrix to serve without a
property that pertain to me or would bond.
pertain to me, which have not been After all debts, funeral charges and
disposed of pursuant to the partition, other expenses of the estate of Doñ;a Tinay
should be divided equally among my had been paid, all her heirs including Don
above-mentioned heirs after my death. Jesus, submitted to the probate court for
Ligao, Albay, Philippines, August approval a deed of partition executed on
14,1956. December 19, 1959 (Exh. 7-Q) and which
(SGD.) FLORENTINA RALLA DE essentially confirmed the provisions of the
ALSUA partition of 1949, the holographic will and
(joint Record on Appeal pp. 423-425, codicil of Doñ;a Tinay. On July 6, 1960, the
CA-G.R. No. 54492-R) court approved the partition of 1959 and on
January 6, 1961 declared the termination of the
And as stated previously, on the same proceedings on the estate of Doñ;a Tinay.
day, August 14, 1956, Don Jesus executed
also a separate but similar codicil in exactly the On May 6,1964, Don Jesus Alsua died.
same terms and conditions as the above
codicil of his wife. Also on the same day of On May 20, 1964, petitioner herein
August 14, 1956, the spouses Don Jesus and Francisca Alsua Betts, as the executrix named
Doñ;a Tinay both filed their respective in the will of November 14, 1959, filed a
supplemental petitions for the probate of their petition for the probate of said new will of Don
respective codicils in the probate proceedings Jesus Alsua before the Court of First Instance
earlier filed. On February 19, 1957, their of Albay and was docketed as Special
respective holographic wins and the codicils Proceedings No. 699. Oppositions thereto
thereto were duly admitted to probate. were filed by Pablo, Amparo and Fernando,
Upon the death of Doñ;a Tinay on thru his judicial guardian Clotilde Samson, on
October 2, 1959, Don Jesus was named the following grounds: (a) that Don Jesus was
executor to serve without bond in an order not of sound and disposing mind at the time of
issued by the probate court on October 13, the execution of the alleged will; (b) that the will
1959. Letters testamentary having been issued was executed under duress or influence of fear
in favor of Don Jesus, he took his oath of office or threats; or it was procured by undue and
and performed his duties as such until July 1, improper pressure and influence on the part of
1960. the main beneficiaries and of person or
Thereafter in the early part of persons in collusion with them, or the signature
November, 1959, Don Jesus cancelled his of the testator was secured by or thru fraud; (c)
holographic will in the presence of his that the will was not executed according to the
bookkeeper and secretary, Esteban P. formal requirements of the law; and (d) that the
Ramirez, whom he instructed to make a list of alleged will subject of probate contravened the
all his remaining properties with their Extrajudicial Partition of 1949 agreed upon by
corresponding descriptions. His lawyer, Atty. him, his deceased spouse, Doñ;a Tinay, and
Gregorio imperial Sr. was then instructed to all his children, Francisco, Pablo, Amparo and
draft a new will which was duly signed by Don Fernando thru his judicial guardian Clotilde
Jesus and his attesting witnesses on Samson, and also contravened Don Jesus'
November 14, 1959 at Ms home in Ligao, own probated holographic will and codicil of
23
Albay. This notarial will and testament (Exh. A) 1955 and 1956, respectively, essentially
of Don Jesus executed on November 14, 1959 confirming and implementing the said partition
Page
of 1949 which had already been partially WHEREFORE, in view of all the
executed by all the signatories thereto in the foregoing, judgment is hereby rendered,
partition of the estate of Doñ;a Tinay in to wit:
December, 1959. 1. In Special Proceedings 699, the Court
On the basis of Francisca's designation hereby APPROVES and ALLOWS the
as executrix in the new will dated November Will executed by Don Jesus Alsua at
14, 1959, the Probate Court appointed her Ligao, Albay, on November 14, 1959,
Administratrix of the estate of her late father, which had been marked as Exhibit A,
Don Jesus Alsua. She then filed with the consisting of nine (9) pages, and orders
Probate Court an inventory of the properties of that the same be made the basis for
the estate which, according to the oppositors division and distribution of the estate of
therein (the private respondents now) did not said testator;
include some properties appearing in the 2. In Civil Case 3068, the Court hereby
agreement of November 25. 1949 or in the dismisses the complaint and holds that
inventory attached thereto as Annex "A" and in the sale on August 26, 1961 (Exh. U)
the "Escritura de Particion" of December 19, and the sale on November 26, 1962
1959 as belonging to or should pertain to Don (Exh. W), are lawful and valid sales and
Jesus. According to the oppositors, these accordingly conveyed title to the
properties consist of thirty- three (33) premium VENDEE thereof. The Plaintiffs in Civil
agricultural lots with a total land area of Case 3068. are ordered jointly and
1,187,970 square meters, or approximately severally to pay to the defendant,
119 hectares and with a total assessed value Francisco Alsua Betts Fifty Thousand
of P48,410.00 or a probable total market value Pesos (P50,000.00) as damages and
of P238,000.00 at only P2,000.00 per hectare, Fifty Thousand (P50,000.00) Pesos for
and four (4) commercial urban lots Ideally attorney's fees or a total of One
located in the business section of Legazpi City Hundred Thousand Pesos
including the lot and the building presently (P100,000.00) and to pay the costs.
occupied by the well-known "Mayon Hotel" with
an assessed value of approximately On appeal by herein respondents to the Court
P117,260.00 or a probable market value at the of Appeals, the court reversed the appealed
time of P469,040.00. It appearing from the new decision in a judgment rendered on April 4,
will that these properties were bequeathed to 1977, the dispositive portion of which states, as
Pablo Alsua and Francisco Alsua-Betts, translated, thus —
specifically, 3 parcels of the 33 agricultural IN VIEW OF THE FOREGOING, this
lands to Pablo and the rest to Francisco, the Tribunal finds itself constrained to set
oppositors also raised in issue the non- aside as it hereby sets aside the
inclusion of said properties in the inventory of decision appealed from in the following
the estate of their late father. In answer, manner: (1) in Special Proceedings 699,
Francisco claimed ownership over the same, the probate of the will, Exh. A, is hereby
alleging that she bought the properties from denied; (2) in Civil Case No. 3068,
their father and presenting the two Deeds of Exhs. U and W and the titles issued on
Sale now being assailed, one dated August 26, the basis thereof are hereby declared
1961 purporting to show the sale of the 33 null and void, ordering the appellees
parcels of agricultural land to Francisco by their Francisco Alsua and Joseph Betts to
father for the price of P70,000.00 and the other pay to the plaintiffs in the concept of
dated November 26, 1962 evidencing the sale fixed damages, the sum of P5,000.00
of the four urban lots for the sum of and to render an accounting of
P80,000.00. Claiming fraud in the sales, the properties in their possession and to
oppositors filed Civil Case No. 3068, seeking reimburse the plaintiffs the net gain, in
the annulment of the aforesaid two deeds of the proportion that appertains to them in
sale, with damages, which upon agreement of the properties subject of litigation in Civil
the parties was then jointly heard and tried with Case No. 3068 from the date of the filing
Special Proceedings No. 699 for probate of the of this complaint, up to the complete
Last Will and Testament of Don Jesus restoration of the properties pertaining
executed on November 14, 1959. to (plaintiffs) pursuant to Article 2208 of
After a joint hearing of the merits of the New Civil Code, paragraph 11,
these two cases, the Court of First Instance of ordering them in addition to pay to the
Albay promulgated a decision on January 15, plaintiffs and oppositors the sum of
1973, the dispositive portion of which P50,000.00 as attorney's fees, and the
24
and the latter came accompanied by his informed by Don Jesus himself about
son, Atty. Jorge S, Imperial, who, the fact of signing the will that morning,
Page
and so, on being advised by Mr. Gaya pages, and at the end of the instrument
that the Imperials had already arrived, proper. Each of the three attesting
Madarieta proceeded to the residence of witnesses (Balana, Madarieta and
Don Jesus, without much delay. With Gaya) signed eleven times on each set,
the coming of Madarieta and the coming — one on the margin of each of the nine
back of Gaya, there were now six pages, one at the end of the instrument
people gathered in the living room, proper and one below the attestation
namely: Don Jesus Alsua, Don Gregorio clause. The original will was marked as
Imperial Atty. Jorge S. Imperial Mr. Exh. A (or set A); the duplicate as Exh.
Ramon Balana, Mr. Jose Madarieta, and K (or set K) and the triplicate of Don
Mr. Jose Gaya. All the witnesses who Jesus, Mr. Balana, Mr. Madarieta, and
testified for the petitioner declared that Mr. Gaya were Identified by Mr. Balana,
Don Jesus was in bright and lively Mr. Madarieta and Atty. (now Judge)
conversation which ran from problems imperial. It was also clearly established
of farming and the merits of French- that when Don Jesus signed the will Mr.
made wines. At 1 1:00 o'clock, Don Balana, Mr. Madarieta, and Mr. Gaya
Gregorio made a remark that it is about were present and witnessed said
time to do what they were there for, and signing, and that when each of these
this was followed by a more or less three witnesses was signing, Don Jesus
statement from Jesus, who said: and the two other attesting witnesses
'Preisamente es por lo que he were present and Witnessing said
Hamado a ustedes que esten Signing. The signing by the testator and
presentes para ser testigos de the attesting witnesses having been
rni ultimo voluntad y completed, Atty. Jorge S. Imperial as
testamento que ha sido Notary Public with commission for the
preparado por el abogado Sr. entire province of Albay, notarized the
Gregorio Imperial segun mis wilt and sealed it with his notarial seat
instrucciones cuyo documento which seal he brought along that
tengo aqui conmigo y morning. After all the three sets were
encuentro que, despues de lo notarized, they were all given back to
he leido, esta Don Jesus who placed them inside the
satisfactoriamente hecho same folder. At that moment, it was
segun mis instrucciones, already about 12:30 P.M. and Don
Como saben ustedes tengo Jesus invited all of them to lunch, which
cuatro (4) hijos todos egos.' invitation was gladly accepted by all of
(pp. 43-44, t.s.n., hearing of then-L (pp. 474-480, Joint Record on
December 7, 1967, Sarte. Appeal in CA-G.R. No. 54492-R)
On request of Don Jesus, all of them which findings are supported by
moved to the big round table on another the evidence, - it is quite difficult
part of the same sala for convenience in to conclude that the same had
signing because there were chairs all not complied with the
around this table. The will which requirements of Arts. 804- 806 of
consisted of nine pages, with a the New Civil Code. ... (CA
duplicate, and triplicate was laid on the Decision, pp. 13-16, as
round table and the signing began, with translated).
Atty. Jorge S. Imperial assisting each This cited portion of the appealed decision
person signing by indicating the proper accepts as a fact that the findings of the lower
place where the signature shall be court declaring the contested will as having
written. Don Jesus, as testator, signed been executed with all the formal requirements
first. After signing the original and the of a valid will, are supported by the evidence.
two other sets, the three sets were then This finding is conclusive upon this Tribunal
passed to Mr. Ramon Balana who and We cannot alter, review or revise the
signed as attesting witness. After Mr. same. Hence, there is no further need for Us to
Balana, Mr. Jose Madarieta signed next dwell on the matter as both the lower court and
as another attesting witness, and when the respondent appellate court have declared
Mr. Madarieta finished signing all the that these are the facts and such facts are fully
three sets, the same were passed to Mr. borne and supported by the records. We find
Jose Gaya who also signed as the third no error in the conclusion arrived at that the
attesting witness. On each of the three contested will was duly executed in
27
sets, Don Jesus signed ten times, — accordance with law. We rule that the
one on the margin of each of the nine questioned last will and testament of Don
Page
Jesus Alsua fully complied with the formal All services not contrary to law or
requirements of the law. to good morals may also be the
Respondent court, however, denied subject- matter of contract.
probate of the will after ,'noting certain details Article 1056 specifically uses the word
which were a little bit difficult to reconcile with "testator" from which the clear intent of the law
the ordinary course of things and of life." First may be deduced that the privilege of
was the fact that the spouses Don Jesus and partitioning one's estate by acts inter vivos is
Doñ;a Tinay together with their four children restricted only to one who has made a prior will
Francisco, Pablo, Amparo and Fernando had or testament. In other words, Article 1056
executed the Extrajudicial Partition of being an exception cannot be given a wider
November 25, 1949 (Exh. A) which divided the scope as to include in the exception any
conjugal properties of the spouses between the person whether he has made a will or not.
spouses themselves and the children under the Respondent court citing the same Article
terms and conditions and dispositions herein concluded that under both the old and new
before stated and to implement its provisions, Civil Code, a person who executes a will is
Don Jesus and Doñ;a Tinay subsequently permitted at the same time or a little thereafter
executed separately their respective or even before as long as he mentions this fact
holographic wigs both dated January 5, 1955 in the will, to partition his properties pursuant to
and codicils dated August 14, 1956 with the the provisions of Article 1056 of the old Civil
same terms and conditions as reproduced Code. The court further added that
herein earlier. Both holographic wills and jurisprudence is to the effect that the partition
codicils having been probated thereafter and presupposes the execution of the will that it
upon the death of Doñ;a Tinay, Don Jesus was ratifies or effectuates, citing the case
appointed executor of the will and in due time of Legasto vs. Verzosa, 54 Phil. 776. Finally,
the partition of the properties or estate of Doñ;a respondent court held the opinion that the
Tinay was approved by the probate court on extrajudicial partition of November 14, 1949
July 6, 1960. was ratified in the holographic will executed by
The respondent court ruled that the Don Jesus on Jan. 5, 1955 and in the codicil of
Extrajudicial Partition of November 25, 1949 August 14, 1956.
was an enforceable contract which was binding Again, We do not agree with this ruling
on Don Jesus Alsua as the surviving spouse, of the respondent court. In Legasto vs.
barring him from violating said partition Verzosa, supra, the Supreme Court
agreement, barring him from revoking his categorically declared the necessity of a prior
holographic will of January 5, 1955 and his will before the testator can partition his
codicil of August 14, 1956, and further barring properties among his heirs, and We quote the
him from executing his new will and testament pertinent portions of the decision: têñ.£îhqwâ£
of November 14, 1959, now the subject of the The first question to decide in the instant
probate proceedings elevated to this Court. appeal is whether the partition made by
We do not agree with this ruling of the Sabina Almadin of her property among
Court of Appeals. We hold that the Extrajudicial her nieces, the defendants and
Partition of November 25, 1949 is null and void appellants herein, was valid and
under Article 1056 in relation to Article 1271 of enforceable.
the old Civil Code which are applicable hereto. Article 1056 of the Civil Code provides:
These Articles provide as follows: têñ.£îhqw⣠Art. 1056. If the testator should make a
Art. 1056. If the testator should partition of his property by an act inter
make a partition of his property vivos, or by will, such partition shall
by an act inter vivos, or by will, stand in so far as it does not prejudice
such partition shall stand in so far the legitime of the forced heirs.
as it does not prejudice the The Supreme Court of Spain, in a
legitime of the forced heirs. ... decision rendered on June 13, 1903,
Art. 1271. All things, even future laid down the following doctrine:
ones, which are not excluded Considering that the language of article
from the commerce of man, may 1056 cannot be interpreted to mean that
be the subject-matter of a person may, by acts inter vivos,
contracts. partition his property referred to in the
Nevertheless, no contract may be section wherein said article is found,
entered into with respect to future without the authority of a testament
inheritances, except those the containing an expression of his last will,
object of which is to make a or the authority of law, for, otherwise, a
28
her codicil dated August 14, 1956. It must be adquiriesen por nosotros
stressed here that the distribution of her
Page
despues de otorgado por mi este sustained. We rule, however, that Don Jesus
testamento. was not forever bound thereby for his previous
Para el caso de que Dios holographic will and codicil as such, would
dispusiera que yo sobreviviera a remain revokable at his discretion. Art. 828 of
mi esposo declaro que es mi the new Civil Code is clear: "A win may be
voluntad que todas las revoked by the testator at any time before his
propiedades de todo genero que death. Any waiver or restriction of this right is
me pertenecen y me pudieran void." There can be no restriction that may be
pertenecer, no dispuestas aun en made on his absolute freedom to revoke his
la reparticion, se dividan por igual holographic will and codicil previously made.
entre mis herederos This would still hold true even if such previous
mencionados despues de mi will had as in the case at bar already been
muerte. probated (Palacios v. Palacios, 106 Phil. 739).
Again for purposes of clarity and convenience, For in the first place, probate only
the above portion states: têñ.£îhqw⣠authenticates the will and does not pass upon
I leave to my spouse Don Jesus the efficacy of the dispositions therein. And
Alsua as his legitime and as his secondly, the rights to the succession are
inheritance the part of the free transmitted only from the moment of the death
portion of my property which of the decedent (Article 777, New Civil Code).
have not been allocated in favor In fine, Don Jesus retained the liberty of
of my children in the Document of disposing of his property before his death to
Partition aforecited and that whomsoever he chose, provided the legitime of
which should exceed 1/2 of the the forced heirs are not prejudiced, which is not
conjugal property of gains that herein claimed for it is undisputed that only the
pertains to him as above stated, free portion of the whole Alsua estate is being
including all those properties contested.
which we shall acquire after the After clearly establishing that only Don
execution of this document. Jesus was named as sole heir instituted to the
In case it should be God's will remaining estate of Doñ;a Tinay in her
that I survive my spouse, I hereby holographic will and codicil resulting in all such
declare that it is my will that any properties becoming the properties of Don
and all kinds of property that Jesus alone, and after clearly pointing out that
pertains to me or would pertain to Don Jesus can, in law, revoke his previous
me, which have not been holographic will and codicil, by making another
disposed of pursuant to the win expressly cancelling and revoking the
partition, should be divided former, the next issue for the Court's resolution
equally among my above- is the validity of the provisions of the contested
mentioned heirs after my death. will. Though the law and jurisprudence are
The children, therefore, would only receive clear that only questions about the extrinsic
equal shares in the remaining estate of Doñ;a validity of the will may be entertained by the
Tinay in the event that she should be the probate court, the Court had, on more than one
surviving spouse. To stress the point, Doñ;a occasion, passed upon the intrinsic validity of a
Tinay did not oblige her husband to give will even before it had been authenticated.
equally to the children, upon his death, all such Thus We declared inNuguid v. Nuguid, 17
properties she was bequeathing him. SCRA 499: têñ.£îhqwâ£
Considering now the efficacy of Don The parties shunted aside the
Jesus' last will and testament executed on question of whether or not the will
November 14, 1959 in view of Our holding that should be allowed to probate. For
Doñ;a Tinay's wig and codicil did not stipulate them, the meat of the case is the
that Don Jesus will bestow the properties intrinsic validity of the wilt
equally to the children, it follows that all the Normally this comes only after
properties of Doñ;a Tinay bequeathed to Don the court has declared that the
Jesus under her holographic win and codicil will has been duly authenticated.
became part of Don Jesus' estate unburdened ...
by any condition obligation or proviso. ... If the case were to be
Respondents insist that Don Jesus was remanded for probate of the wilt
bound by the extrajudicial partition of nothing will be gained. On the
November 25, 1949 and had in fact conformed contrary, this litigation win be
to said Partition by making a holographic will protracted and for ought that
31
and codicil with exactly the same provisions as appears in the record, in the
those of Doñ;a Tinay, which respondent court event of probate or if the court
Page
rejects the will probability exists It would be a dangerous precedent to
that the case win come up once strain the interpretation of a will in order
again before us on the issue of to effect what the court believes to be an
the intrinsic validity or nullity of equitable division of the estate of a
the wilt Result: waste of time, deceased person. The only functions of
effort, expense, plus added the courts in these cases is to carry out
anxiety. These are the practical the intention of the deceased as
considerations that induce us to a manifested in the wig. Once that
behalf that we might as well meet intention has been determined through a
head-on the time of the validity of careful reading of the will or wills, and
the provisions of the will in provided the law on legitimes has not
question. ... been violated, it is beyond the place of
The last Will and Testament of Don Jesus judicial cognizance to inquire into the
executed on November 14, 1959 contained an fairness or unfairness of any devise or
express revocation of his holographic wig of bequeast. The court should not sit in
January 5, 1955 and the codicil of August 14, judgment upon the motives and
1956; a statement requiring that all of his sentiments of the testatrix, first, because
properties donated to his children in the Deed as already stated, nothing in the law
of 1949 be collated and taken into account in restrained her from disposing of her
the partition of his estate; the institution of all property in any manner she desired, and
his children as devisees and legatees to secondly, because there are no
certain specific properties; a statement adequate means of ascertaining the
bequeathing the rest of his properties and all inward process of her conscience. She
that may be acquired in the future, before his was the sole judge of her own attitude
death, to Pablo and Francesca; and a toward those who expected her bounty.
statement naming Francesca as executrix ...
without bond. Respondent court, in trying to rationalize the
Considering these testamentary provisions, a will of Don Jesus which allegedly benefited and
close scrutiny of the properties distributed to favored the petitioner to the prejudice of the
the children under the Deed of 1949 and those other heirs who would have been entitled to an
distributed under the contested will of Don equal share under the extrajudicial partition of
Jesus does not show that the former had in 1949, faced two alternatives-one, to consider
fact been included in the latter. This being so, it Don Jesus as a man of culture and honor and
must be presumed that the intention of Don would not snow himself to violate the previous
Jesus in his last win was not to revoke the agreement, and the other as one whose mental
donations already made in the Deed of 1949 faculties or his possession of the same had
but only to redistribute his remaining estate, or been diminished considering that when the will
that portion of the conjugal assets totally left to was executed, he was already 84 years of age
his free disposal and that which he received as and in view of his weakness and advanced
his inheritance from Doñ;a Tinay. The legitimes age, the actual administration of his properties
of the forced heirs were left unimpaired, as in had been left to his assistant Madarieta who,
fact, not one of said forced heirs claimed or for his part received instructions from
intimated otherwise. The properties that were Francisco and her husband, Joseph Betts.
disposed of in the contested will belonged According to the court, the better explanation is
wholly to Don Jesus Alsua's free portion and the latter, which is not legally tenable. Under
may be diamond of by him to whomsoever he Article 799 of the New Civil Code which
may choose. provides as follows: têñ.£îhqwâ£
If he now favored Francesca more, as Art. 799. To be of sound mind, it
claimed by private respondents, or Pablo as in is not necessary that the testator
fact he was, We cannot and may not sit in be in full possession of all his
judgment upon the motives and sentiments of reasoning faculties, or that his
Don Jesus in doing so. We have clearly laid mind be wholly unbroken,
down this rule in Bustamante v. Arevalo, 73 unimpaired, or unshattered by
Phil. 635, to wit: têñ.£îhqw⣠disease, injury or other cause.
... nevertheless it would be venturesome It shall be sufficient if the testator
for the court to advance its own Idea of was able at the time of making
a just distribution of the property in the the will to know the nature of the
face of a different mode of disposition so estate to be disposed of, the
clearly expressed by the testatrix in the proper objects of his bounty, and
32
semi-final draft of the contested will prepared were duly probated when he was still alive is a
by his lawyer w-as even corrected by Don mere speculation which depends entirely on
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the discretion of Don Jesus as the testator. The by the Court of Appeals cannot be reviewed on
law does not require that a will be probated appeals by certiorari are:
during the lifetime of the testator and for not 1. When the conclusion is a finding grounded
doing so there cannot arise any favorable or entirely on speculation, surmises or
unfavorable consequence therefrom. The conjectures (Joaquin vs. Navarro, 93 Phil.
parties cannot correctly guess or surmise the 257);
motives of the testator and neither can the 2. When the inference made is manifestly
courts. Such surmise, speculation or mistaken, absurd or impossible (Luna vs.
conjecture is no valid and legal ground to reject Linatok, 74 Phil. 15);
allowance or disallowance of the wig. The 3. Where there is a grave abuse of discretion
same thing can be said as to whatever reason (Buyco vs. People, 51 O.G. 2927);
Don Jesus had for selling the properties to his 4. When the judgment is based on a
daughter Francisca when he had already misapprehension of facts (Cruz vs. Sosing, L-
assigned the same properties to her in his will. 4875, Nov. 27, 1953);
While We can speculate that Don Jesus 5. When the findings of fact are conflicting
desired to have possession of the properties (Casica vs. Villaseca, L-9590, April 30, 1957);
transferred to Francisca after the sale instead and
of waiting for his death may be a reasonable 6. When the Court of Appeals, in making its
explanation or speculation for the act of the findings, went beyond the issues of the case
testator and yet there is no certainty that such and the same is contrary to the admissions of
was actually the reason. This is as good a both appellant and appellee (Evangelists vs.
conjecture as the respondents may offer or as Alto Surety & Ins. Co., L-11139, April 23, 1958;
difficult to accept which respondent court Ramos vs. Pepsi Cola, L-22533, Feb. 9, 1967,
believes. A conjecture is always a conjecture; it 19 SCRA 289).
can never be admitted as evidence.
Now, the annulment case. The only In the case at bar, We find and so
issue raised anent the civil case for annulment declare that the respondent court's conclusion
of the two Deeds of Sale executed by and as to the nullity of the contested sales was not
between Don Jesus and petitioner Francisco is supported by the evidence on record and
their validity or nullity. Private respondents adduced during the trial.
mainly contend that the sales were fictitious or Evident from the records are the
simulated, there having been no actual following documentary evidence: (1) Exhibit U,
consideration paid. They further insist that the a deed of sale over agricultural lands executed
issue raised is a question of fact and, on August 26, 1961 by Don Jesus in favor of
therefore, not reviewable in a certiorari Francisca for the consideration of Seventy
proceeding before the Supreme Court. On the Thousand Pesos (P70,000.00), which
other hand, petitioners herein maintain that it document bears the signature of Don Jesus,
was error for the respondent court to set aside not assailed as a forgery, and the signature of
on appeal the factual findings of the trial court Pablo Alsua as an instrumental witness, again
that the two sales were valid. not assailed as a forgery nor alleged as done
It is true that the jurisprudence of this thru fraud, force or threat. (2) Exhibit "W", a
Court in cases brought to Us from the Court of deed of sale over urban lots executed on
Appeals is limited to reviewing and revising the November 16, 1962 for the consideration of
errors of law imputed to it, its findings of fact Eighty Thousand Pesos (P80,000.00), which
being conclusive; and this same principle document also bears the signature of Don
applies even if the Court of Appeals was in Jesus, also admittedly not a forgery. (3) Exhibit
disagreement with the lower court as to the "F", a document dated August 26, 1961 and
weight of evidence with a consequent reversal signed by Don Jesus and Pablo Alsua as
of its findings of fact. But what should not be witness, acknowledging receipt of a Bank of
ignored by lawyers and litigants alike is the Philippine Island Check No. 0252 in the
more basic principle that the "findings of fact" amount of Seventy Thousand Pesos
described as "final" or "conclusive" are those (P70,000.00) for the sale of 33 parcels of
borne out by the record or those which are agricultural land to Francisco under the same
based upon substantial evidence. The general date; again, Pablo did not deny the
rule laid down by the Supreme Court does not genuineness of his signature. (4) Exhibit "X", a
declare the absolute correctness of all the Bank of the Philippine Islands Check No. D-
findings of fact made by the Court of Appeals. 6979 dated November 26, 1962, in the amount
These are exceptions to the general rule, of P32,644.71, drawn and signed by
where We have reviewed and revised the Francesca, payable to Don Jesus. (5) Exhibit
34
findings of fact of the Court of Appeals. Among "X-1", a second Bank of Philippine Islands
the exceptions to the rule that findings of fact Check (No. D-6980) also dated November 26,
Page
1962 in the amount of ?47,355.29, drawn by properties and considering that the sales were
Francisco and payable to Don Jesus. (6) effected by a father to her daughter in which
Exhibit "X-3 " and "X-5 ", endorsements on the case filial love must be taken into account.
back of the last two checks by Don Jesus,
again, his signatures thereon were not WHEREFORE, IN VIEW OF THE
assailed. (7) Exhibit "A" (in the annulment FOREGOING, the decision appealed from is
case), a Bureau of Internal Revenue Receipt hereby set aside. The decision of the Court of
(No. 2347260) dated November 29, 1962 with First Instance Of Albay in Special Proceedings
a notation acknowledging the receipt of BPI No. 699 and Civil Case No. 3068 is hereby
Check No. D-6980 in the amount of reinstated, with costs against respondents.
P47,355.29 from Don Jesus Alsua in payment
of Balance of Transfer of Tax Ass. No. EA- SO ORDERED.
35415-19 plus interest. We are convinced and
satisfied from this array of documentary
evidence that in fact, Don Jesus sold the
subject properties to his daughter, Francisca
for the total consideration of P150,000.00.
The claim of the private respondents
that the sales were fictitious and void for being
without cause or consideration is as weak and
flimsy as the ground upon which the
respondent court upheld said claim on the
basis that there was no need for funds in Don
Jesus' old age aside from the speculation that
there was nothing in the evidence that showed
what motivated Don Jesus to change his mind
as to favor Francesca and discriminate against
the other children. The two contracts of same
executed by Don Jesus in favor of Francesca
are evidenced by Exhibits "U" and "W", the
genuineness of which were not at all assailed
at any time during this long drawn-out litigation
of 15 years standing. That the consideration
stated in the contracts were paid is also
sufficiently proved as the receipts thereof by
Don Jesus were even signed by one of the
private respondents, Pablo Alsua, as a
witness. The latter cannot now deny the
payment of the consideration And even of he
now allege that in fact no transfer of money
was involved, We find his allegation belied by
Exhibits "X-3 " and "X-5 ", which show that the
checks of Francisco made payable to Don
Jesus. were in fact given to Don Jesus as he
endorsed them on the back thereof, and most
specifically Exhibit "A" in the annulment case,
which proved that Don Jesus actually used
Exhibit "XI " to complete payment on the estate
and inheritance tax on the estate of his wife to
the Bureau of Internal Revenue.
Private respondents further insist that
the sales were fraudulent because of the
inadequacy of the given price. Inadequacy of
consideration does not vitiate a contract unless
it is proven which in the case at bar was not,
that there was fraud, mistake or undue
influence. (Article 1355, New Civil Code). We
do not find the stipulated price as so
inadequate to shock the court's conscience,
35
2. WILLS; MENTAL CAPACITY TO MAKE A The appellants allege that the trial court erred
WILL. — To constitute a sound mind and in holding that Exhibit A is the last will and
disposing memory, it is not necessary that the testament of the deceased Marcelo Jocson,
mind shall be wholly unbroken and unimpaired and in ordering and decreeing the probate
by disease or otherwise, or that the testator be thereof as his last will.
in full possession of all his reasoning faculties.
Failure of memory is not sufficient unless it be All the arguments advanced by the appellants
total or extends to his immediate family or tend to show that the testator Marcelo Jocson,
property. at the time of executing the will, did not have
the mental capacity necessary therefor; that
said will was not signed by the witnesses in the
DECISION presence of the testator; that the witnesses did
not sign the will in the presence of each other,
VILLAMOR, J. : and that the attestation of the supposed will
does not state that the witnesses signed in the
On June 10, 1920, Rafael Jocson, Cirilo presence of the testator.
Manlaque, and Filomena Goza presented a
petition in the court below for the probate of the All of these points raised by the appellants
document were discussed at length by the trial court upon
the evidence introduced by the parties. After an
Exhibit A, as the last will and testament of the examination of said evidence, we are of the
deceased Marcelo Jocson. This petition was opinion, and so hold, that the findings made by
opposed by Rosauro, Asuncion, and Dominga the trial court upon the aforesaid points are
Jocson, alleging that : (a) The supposed will supported by the preponderance of evidence.
was not the last will of the deceased, and the
signatures appearing thereon, and which are We have noticed certain conflicts between the
said to be of the testator, are not authentic; (b) declaration of the witnesses on some details
the testator, that is, the deceased, was not of prior to, and simultaneous with, the execution
sound mind and was seriously ill at the time of of the will, but to our mind such discrepancies
its execution; and (c) the supposed will was not are not sufficient to raise any doubt as to the
executed in accordance with the law. veracity of their testimony. In the case of
Bugnao v. Ubag (14 Phil., 163), it was
After trial the lower court rendered decision held:jgc:chanrobles.com.ph
finding, among other things, as
follows:jgc:chanrobles.com.ph "While a number of contradictions in the
testimony of alleged subscribing witnesses to a
"For all of the foregoing reasons the court finds will as to the circumstances under which it was
37
that some hours before, during and one hour executed, or a single contradiction as to a
after, the execution of his will, Marcelo Jocson particular incident to which the attention of
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such witnesses must have been directed, may which the will was written, into English, says:
in certain cases justify the conclusion that the "We witnesses, do hereby state that the
alleged witnesses were not present, together, document write on each side of the three
at the time when the alleged will was executed, sheets of paper was executed, acknowledged,
a mere lapse of memory on the part of one of signed, and published by the testator
these witnesses as to the precise details of an abovenamed, Marcelo Jocson, who declared
unimportant incident, to which his attention was that it was his last will and testament in our
not directed, does not necessarily put in doubt presence and, at his request and all of us
the truth and veracity of the testimony in being present, we signed our names on the
support of the execution of the will." library three sheets of paper as witnesses to this will
in the presence of each other." (Translation of
As to the mental capacity of the testator at the Exhibit A, page 18, documentary evidence.)
time of executing his will, the finding of the trial
court that the testator was of sound mind at the The judgment appealed from is affirmed with
time of dictating and signing his will is the costs against the appellants. So ordered.
supported by the evidence. This court, in the
case of Bagtas v. Paguio (22 Phil., 227), held:
packs over her heart and the doctor gave her a affirmative evidence that she understood the
hypodermic injection in the arm. As the doctor
Page
document when it was read to her. The person In view of the premises, the judgment
who read the will to her testified as follows: appealed from is affirmed with costs against
R. Despues de leido el testamento, tuve the appellant.
que entregarlo a doña Silvestra, y lo
miro algun rato.
P. ¿Y ella, efectivamente, cogio el
testamento de manos de usted? — R.
Lo entregue a sus manos.
P. ¿Y ella lo cogio con sus manos? —
R. Si señor.
P. ¿Y lo tuvo en sus manos leyendo,
mirando? — R. Mirandolo asi.
P. ¿Pero, no lo leia? — R. Lo estuvo
mirando por mucho tiempo asi.
M. Legazpi Florendo, for Appellant. "Therefore, the opponent prays the court to
annul the will alleged to have been executed
Pedro Ma. Sison, for Appellee. by Emigdio Zarate, and to order that its probate
be disallowed, with the costs against the
SYLLABUS petitioner."
1. WILLS; UNDUE INFLUENCE; MENTAL
CAPACITY; LAWFUL WILL. — Held: under the After hearing the evidence adduced pro
facts stated in the opinion, that the will in and con, the lower court reached the following
question, was duly and legally authorized by conclusion:
the deceased, he being of sound mind and
memory, and that the same was not executed "It having been proved completely on
under threats or fear. the part of the petitioner that the will in question
was executed and signed in entire conformity
with all the requirements and solemnities set
D E C I S I O N out in the Code of Civil Procedure, the court
overrules the opposition, sustains the petition,
JOHNSON, J.: admits to probate Exhibit A, holding that the
same is legal in all its parts as the last will and
It appears from the record that the plaintiff, testament of the deceased Emigdio Zarate."
upon the 17th of February, 1910, presented a
petition in the Court of First Instance of the From that conclusion of the lower court, the
Province of Pangasinan, praying for the oppositor appealed to this court and made the
probation of the last will and testament of following assignments of error:
Emigdio Zarate, deceased, in conformity with
section 630 of the Code of Procedure in Civil "I. The court erred in holding that the
Actions. The petition was accompanied by the deceased, Emigdio Zarate, was in the full
original will, marked "Exhibit A," of said possession of his mental faculties at the time of
Emigdio Zarate. the execution of his will.
Due notice of said petition was given in "II. The court erred in holding that the said
accordance with law, and the hearing for the Emigdio Zarate executed his last will and
probation of said will was fixed for the 9th of testament without illegal persuasion or
March, 1910. Later the said hearing was influence on the part of persons working in
transferred to the 16th of July, 1910. On the behalf of the heirs.
latter date the said Maria Calderon appeared,
by her attorney, and opposed the probation of "III. The court erred in holding that Emigdio
said will upon the following Zarate executed and signed his last will without
grounds:jgc:chanrobles.com.ph fraud and deceit being brought to bear upon
him.
"1. That the said Emigdio Zarate was mentally
incapacitated at the time he authorized and "IV. The court erred in holding that the testator
signed his will. signed his will in the presence of four
witnesses, Sabino Sandoval, Esteban
"2. That he executed the said will under illegal Sandoval, George Zarate and Eugenio Zarate,
and undue influence or persuasion on the part who, on their part, signed, each of them, in the
of some persons who acted in behalf of the presence of the others.
beneficiaries or heirs.
"V. The court erred in holding that it was
"3. That the signature of the testator was proved that the will in question was executed
obtained by deceit or fraud, for the reason that and signed in conformity with the requirements
it was not his intention that all that was and solemnities set out in the Code of Civil
42
The appellant attempted to show that Emigdio the same, induced or attempted to induce the
Zarate for some months prior to his death had deceased not to will the said house to the
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opponent herein. The theory of the opponent that the will of Emigdio Zarate, deceased, was
that the deceased did not will to her the house executed and signed in entire conformity with
in question is a mere presumption and there is all the requirements and solemnities required
not a scintilla of evidence in the record to by law. Therefore the judgment of the lower
support it. court is hereby affirmed with costs.
there was no further opposition presented to requested to annul and set aside the order of
the legalization of the said will. the 29th day of September, 1909, and to grant
Page
to said minors an opportunity to present new request of Tomasa Elizaga Yap Caong; that it
proof relating to the due execution of said will. was drawn in accordance with her request and
Said petition was based upon the provisions of under her directions; that she had signed it;
section 113 of the Code of Procedure in Civil that the same had been signed by three
Actions. witnesses in her presence and in the presence
While it is not clear from the record, of each other; that the will was written in her
apparently the said minors in their petition for a house; that she was sick and was lying in her
new trial, attached to said petition the alleged bed, but that she sat up to sign the will; that
will of August 6, 1909, of the said Tomasa she signed the will with great difficulty; that she
Elizaga Yap Caong, and the affidavits of was signed in her right mind.
Severo Tabora, Clotilde and Cornelia Serrano. The said Severo Tabora was also called
Upon the 10th day of March, 1910, upon as a witness again during the rehearing. He
the hearing of said motion for a rehearing, the testified that he knew Tomasa Elizaga Yap
Honorable A. S. Crossfield, judge, granted said Caong during her lifetime; that she was dead;
motion and ordered that the rehearing should that his signature as a witness to Exhibit A (the
take place upon the 18th day of March, 1910, will of August 11, 1909) was placed there by
and directed that notice should be given to the him; that the deceased, Tomasa Elizaga Yap
petitioners of said rehearing and to all other Caong, became familiar with the contents of
persons interested in the will. At the rehearing the will because she signed it before he (the
a number of witnesses were examined. witness) did; that he did not know whether
It will be remembered that one of the anybody there told her to sign the will or not;
grounds upon which the new trial was that he signed two bills; that he did not know
requested was that the deceased, Tomasa La O; that he did not believe that Tomasa had
Elizaga Yap Caong, had not signed the will signed the will (Exhibit A) before he arrived at
(Exhibit A) of the 11th of August, 1909; that in the house; that he was not sure that he had
support of that allegation, the protestants, seen Tomasa Elizaga Yap Caong sign Exhibit
during the rehearing, presented a witness A because there were many people and there
called Tomas Puzon. Puzon testified that he was a screen at the door and he could not see;
was a professor and an expert in handwriting, that he was called a a witness to sign the
and upon being shown the will (of August 11, second will and was told by the people there
1909) Exhibit A, testified that the name and that it was the same as the first; that the will
surname on Exhibit A, in his judgment were (Exhibit A) was on a table, far from the patient,
written by two different hands, though the given in the house but outside the room where the
name is the same as that upon Exhibit 1 (the patient was; that the will was signed by Paez
will of August 6, 1909), because he found in and himself; that Anselmo Zacarias was there;
the name "Tomasa" on Exhibit A a similarity in that he was not sure whether Anselmo
the tracing to the "Tomasa" in Exhibit 1; that Zacarias signed the will or not; that he was not
comparing the surname on Exhibit A with the sure whether Tomasa Elizaga Yap Caong
surname on Exhibit 1 he found that the could see the table on which the will was
character of the writing was thoroughly written at the time it was signed or not; that
distinguished and different by the tracing and there were many people in the house; that he
by the direction of the letters in the said two remembered the names of Pedro and Lorenzo;
exhibits; that from his experience and that he could not remember the names of any
observation he believed that the name others; that the will remained on the table after
"Tomasa" and "Yap Caong," appearing in the he signed it; that after he signed the will he
signature on Exhibit A were written by different went to the room where Tomasa was lying; that
person. the will was left on the table outside; that
Puzon, being cross-examined with Tomasa was very ill; that he heard the people
reference to his capacity as an expert in asking Tomasa to sign the will after he was
handwriting, testified that while he was a (the witness) had signed it; that he saw Paez
student in the Ateneo de Manila, he had sign the will, that he could not remember
studied penmanship; that he could not tell whether Anselmo Zacarias had signed the will,
exactly when that was, except that he had because immediately after he and Paez signed
concluded his course in the year 1882; that it, he left because he was hungry; that the
since that time he had been a telegraph place where the table was located was in the
operator for seventeen years and that he had same house, on the floor, about two steps
acted as an expert in hand- writing in the down from the floor on which Tomasa was.
courts in the provinces. Rufino R. Papa, was called as a witness
Gabriel La O was called as a witness for the purpose of supporting the allegation that
46
during the rehearing and testified that he had Tomasa Elizaga Yap Caong was mentally
drawn the will of the 6th of August, 1909, at the incapacitated to make the will dated August 11,
Page
1909 (Exhibit A). Papa declared that he was a know what she said — he could not hear her
physician; that he knew Tomasa Elizaga Yap voice; that he did not know whether the sick
Caong; that he had treated her in the month of woman was him sign the will or not; that he
August; that he visited her first on the 8th day believed that Tomasa died the next day after
of August; that he visited her again on the 9th the will had been signed; that the other two
and 10th days of August; that on the first visit witnesses, Timoteo Paez and Severo Tabora,
he found the sick woman completely weak — had signed the will in the room with the sick
very weak from her sickness, in the third stage woman; that he saw them sign the will and that
of tuberculosis; that she was lying in bed; that they saw him sign it; that he was not sure
on the first visit he found her with but little whether the testatrix could have seen them at
sense, the second day also, and on the third the time they signed the will or not; that there
day she had lost all her intelligence; that she was a screen before the bed; that he did not
died on the 11th of August; tat he was think that Lorenzo had been giving instructions
requested to issue the death certificate; that as to the contents of the will; that about ten or
when he asked her (Tomasa) whether she was fifteen minutes elapsed from the time Lorenzo
feeling any pain or anything of that kind, she handed the will to Tomasa before she started
did not answer at all; that she was in a to sign it; that the pen with which she signed
condition of stupor, induced, as he believed, by the will as given to her and she held it.
the stage of uraemia from which she was Clotilde Mariano testified that he was a
suffering. cigarette maker; that he knew Tomasa Elizaga
Anselmo Zacarias, who had signed the Yap Caong and that she was dead; that she
will of August 11, 1909, was also called as a had made two wills; that the first one was
witnesses during the rehearing. He testified written by La O and the second by Zacarias;
that he had known Tomasa Elizaga Yap Caong that he was present at the time Zacarias wrote
since he was a child; that Tomasa was dead; the second one; that he was present when the
that he had written the will exhibit A; that it was second will was taken to Tomasa for signature;
all in his writing except the last part, which was that Lorenzo had told Tomasa that the second
written by Carlos Sobaco; that he had written will was exactly like the first; that Tomasa said
the will Exhibit A at the request of the uncle of she could not sign it.
Tomasa; that Lorenzo, the brother of the On cross examination he testified that
deceased, was the one who had instructed him there was a lot of visitors there; that Zacarias
as to the terms of the will ; that the deceased was not there; that Paez and Tabora were
had not spoken to him concerning the terms of there; that he had told Tomasa that the second
the will; that the will was written in the dining will was exactly like the first.
room of the residence of the deceased; that During the rehearing Cornelia Serrano
Tomasa was in another room different from and Pedro Francisco were also examined as
that in which the will was written; that the will witnesses. There is nothing in their testimony,
was not written in the presence of Tomasa; however, which in our opinion is important.
that he signed the will as a witness in the room In rebuttal Julia e la Cruz was called as
where Tomasa was lying; that the other a witness. She testified that she was 19 years
witnesses signed the will in the same room that of age; that she knew Tomasa Elizaga Yap
when he went into the room where the sick Caong during her lifetime; that she lived in the
woman was (Tomasa Elizaga Yap Caong) house of Tomasa during the last week of her
Lorenzo had the will in his hands; that when illness; that Tomasa had made two wills; that
Lorenzo came to the bed he showed the will to she was present when the second one was
his sister (Tomasa) and requested her to sign executed; that a lawyer had drawn the will in
it; that she was lying stretched out on the bed the dining room and after it had been drawn
and two women, who were taking care of her, and everything finished , it was taken to where
helped her to sit up, supporting her by lacing Doña Tomasa was, for her signature; that it
their hands at her back; that when she started was taken to her by Anselmo Zacarias; that
to write her name, he withdrew from the bed on she was present at the time Tomasa signed
account of the best inside the room; when he the will that there were many other people
came back again to the sick bed the will was present also; that she did not see Timoteo
signed and was again in the hands of Lorenzo; Paez there; that she saw Severo Tabora; that
that he did not see Tomasa sign the will Anselmo Zacarias was present; that she did
because he withdrew from the room; that he not hear Clotilde Mariano ask Tomasa to sign
did not know whether Tomasa had been the will; that she did not hear Lorenzo say to
informed of the contents of the will or not; he Tomasa that the second will was the same sa
supposed she must have read it because the first; that Tomasa asked her to help her to
47
Lorenzo turned the will over to her; that when sit up and to put a pillow to her back when
Lorenzo asked her to sign the will, he did not Zacarias gave her some paper or document
Page
and asked her to sign it; that she saw Tomasa III. The court erred in declaring that the
take hold of the pen and try to sign it but she signature of the deceased Tomasa Yap
did not see the place she signed the document, Caong in the first will, Exhibit 1, is
for the reason that she left the room; that she identical with that which appears in the
saw Tomasa sign the document but did not see second will, Exhibit A.
on what place on the document she signed; IV. The court erred in declaring that the
and that a notary public came the next will, Exhibit A, was executed in
morning; that Tomasa was able to move about accordance with the law.
in the bed; that she had seen Tomasa in the
act of starting to write her signature when she With reference to the first assignment of
told her to get her some water. error, to wit, that undue influence was brought
Yap Cao Quiang was also called as a to bear upon Tomasa Elizaga Yap Caong in
witness in rebuttal. He testified that he knew the execution of her will of August 11th, 1909
Tomasa Elizaga Yap Caong and knew that she (Exhibit A), the lower court found that no undue
had made a will; that he saw the will at the time influence had been exercised over the mind of
it was written; that he saw Tomasa sign it on the said Tomasa Elizaga Yap Caong. While it
her head; that he did not hear Lorenzo ask is true that some of the witnesses testified that
Tomasa to sign the will; that Lorenzo had the brother of Tomasa, one Lorenzo, had
handed the will to Tomasa to sign; that he saw attempted to unduly influence her mind in the
the witnesses sign the will on a table near the execution of he will, upon the other hand, there
bed; that the table was outside the curtain or were several witnesses who testified that
screen and near the entrance to the room Lorenzo did not attempt, at the time of the
where Tomasa was lying. execution of the will, to influence her mind in
Lorenzo Yap Caong testified as a any way. The lower court having had an
witness on rebuttal. He said that he knew opportunity to see, to hear, and to note the
Anselmo Zacarias and that Zacarias wrote the witnesses during their examination reached the
will of Tomasa Elizaga Yap Caong; that conclusion that a preponderance of the
Tomasa had given him instructions; that evidence showed that no undue influence had
Tomasa had said that she sign the will; that the been used. we find no good reason in the
will was on a table near the bed of Tomasa; record for reversing his conclusions upon that
that Tomasa, from where she was lying in the question.
bed, could seethe table where the witnesses With reference to the second
had signed the will. assignment of error to wit, that Tomasa Elizaga
During the rehearing certain other Yap Caong was not of sound mind and
witnesses were also examined; in our opinion, memory at the time of the execution of the will,
however, it is necessary to quote from them for we find the same conflict in the declarations of
the reason that their testimony in no way the witnesses which we found with reference to
affects the preponderance of proof above the undue influence. While the testimony of Dr.
quoted. Papa is very strong relating to the mental
At the close of the rehearing the condition of Tomasa Elizaga Yap Caong, yet,
Honorable A. S. Crossfield, judge, in an nevertheless, his testimony related to a time
extended opinion, reached the conclusion that perhaps twenty-four hours before the execution
the last will and testament of Tomasa Elizaga of the will in question (Exhibit A). Several
Yap Caong, which was attached to the record witnesses testified that at the time the will was
and marked Exhibit A was the last will and presented to her for her signature, she was of
testament of the said Tomasa Elizaga Yap sound mind and memory and asked for a pen
Caong and admitted it to probate and ordered and ink and kept the will in her possession for
that the administrator therefore appointed ten or fifteen minutes and finally signed it. The
should continue as such administrator. From lower court found that there was a
that order the protestants appealed to this preponderance of evidence sustaining the
court, and made the following assignments of conclusion that Tomasa Elizaga Yap Caong
error: was of sound mind and memory and in the
I. The court erred in declaring that the possession of her faculties at the time she
will, Exhibit A, was executed by the signed this will. In view of the conflict in the
deceased Tomasa Yap Caong, without testimony of the witnesses and the finding of
the intervention of any external influence the lower court, we do not feel justified in
on the part of other persons. reversing his conclusions upon that question.
II. The court erred in declaring that the With reference to the third assignment
testator had clear knowledge and knew of error, to wit, that the lower court committed
48
what she was doing at the time of an error in declaring that the signature of
signing the will. Tomasa Elizaga Yap Caong, on her first will
Page
(August 6, 1909, Exhibit 1), is identical with Harriett S. Knox died very suddenly on the 17th
that which appears in the second will (August of October, 1888, at the residence of her
11, 1909, Exhibit A), it may be said: father. After her death a paper was found in
First. That whether or not Tomasa her room, wholly in her handwriting, written
Elizaga Yap Caong executed the will of August with a lead pencil, upon three sides of an
6, 1909 (Exhibit 1), was not the question ordinary folded sheet of note paper and
presented to the court. The question presented bearing the signature simply of "Harriett." In
was whether or not she had duly executed the this paper the deceased attempted to make
will of August 11, 1909 (Exhibit A). certain disposition of her property. The will was
Second. There appears to be but little presented for probate. The probation was
doubt that Tomasa Elizaga Yap Caong did opposed upon the ground that the same did
execute the will of August 6, 1909. Several not contain the signature of the deceased. That
witnesses testified to that fact. The mere fact, was the only question presented to the court,
however, that she executed a former will is no whether the signature, in the form above
proof that she did not execute a later will. She indicated, was a sufficient signature to
had a perfect right, by will, to dispose of her constitute said paper the last will and
property, in accordance with the provisions of testament of Harriett S. Knox. It was admitted
law, up to the very last of moment her life. She that the entire paper was in the handwriting of
had a perfect right to change, alter, modify or the deceased. In deciding that question,
revoke any and all of her former wills and to Justice Mitchell said:
make a new one. Neither will the fact that the The precise case of a signature by the
new will fails to expressly revoke all former first name only, does not appear to have
wills, in any way sustain the charge that she arisen either in England or the United
did not make the new will. States; but the principle on which the
Third. In said third assignment of error decisions already referred to were
there is involved in the statement that "The based, especially those in regard to
signature of Tomasa Elizaga Yap Caong, in signing by initials only, are equally
her first will (Exhibit 1) was not identical with applicable to the present case, and
that which appears in her second will (Exhibit additional force is given to them by the
A)" the inference that she had not signed the decisions as to what constitutes a
second will and all the argument of the binding signature to a contract. (Palmer
appellants relating to said third assignment of vs. Stephens, 1 Denio, 478; Sanborne
error is based upon the alleged fact that vs. Flager, 9 Alle, 474; Weston vs.
Tomasa Elizaga Yap Caong did not sign Myers, 33 Ill., 424; Salmon Falls, etc.
Exhibit A. Several witnesses testified that they Co. vs. Goddard, 14 How. (U. S.), 446.)
saw her write the name "Tomasa." One of the
witnesses testified that she had written her full The man who cannot write and who is
name. We are of the opinion, and we think the obliged to make his mark simply therefor, upon
law sustains our conclusion, that if Tomasa the will, is held to "sign" as effectually as if he
Elizaga Yap Caong signed any portion of her had written his initials or his full name. It would
name tot he will, with the intention to sign the seem to be sufficient, under the law requiring a
same, that the will amount to a signature. It has signature by the person making a will, to make
been held time and time again that one who his mark, to place his initials or all or any part
makes a will may sign the same by using a of his name thereon. In the present case we
mark, the name having been written by others. think the proof shows, by a large
If writing a mark simply upon a will is sufficient preponderance, that Tomasa Elizaga Yap
indication of the intention of the person to Caong, if she did not sign her full name, did at
make and execute a will, then certainly the least sign her given name "Tomasa," and that
writing of a portion or all of her name ought to is sufficient to satisfy the statute.
be accepted as a clear indication of her With reference to the fourth assignment
intention to execute the will. (Re Goods of of error, it may be said that the argument which
Savory, 15 Jur., 1042; Addy vs. Grix, 8 Ves. was preceded is sufficient to answer it also.
Jr., 504; Baker vs. Dening, 8 Ad. and El., 94 During the trial of the cause the
Long vs. Zook, 13 Penn., 400; Vernon vs. Kirk, protestants made a strong effort to show that
30 Penn., 218; Cozzen's Will, 61 Penn., Tomasa Elizaga Yap Caong did not sign her
196; Re Goods of Emerson, L. R. 9 Ir., 443; name in the presence of the witnesses and that
Main vs. Ryder, 84 Penn., 217.) they did not sign their names in their presence
We find a very interesting case reported nor in the presence of each other. Upon that
in 131 Pennsylvania State, 220 (6 L. R. A., question there is considerable conflict of proof.
49
353), and cited by the appellees, which was An effort was made to show that the will was
known as "Knox's Appeal." In this case one signed by the witnesses in one room and by
Page
Tomasa in another. A plan of the room or
rooms in which the will was signed was
presented as proof and it was shown that there
was but one room; that one part of the room
was one or two steps below the floor of the
other; that the table on which the witnesses
signed the will was located upon the lower floor
of the room. It was also shown that from the
bed in which Tomasa was lying, it was possible
for her to see the table on which the witnesses
signed the will. While the rule is absolute that
one who makes a will must sign the same in
the presence of the witnesses and that the
witnesses must sign in the presence of each
other, as well as in the presence of the one
making the will, yet, nevertheless, the actual
seeing of the signatures made is not
necessary. It is sufficient if the signatures are
made where it is possible for each of the
necessary parties, if they desire to see, may
see the signatures placed upon the will.
In cases like the present where there is
so much conflict in the proof, it is very difficult
for the courts to reach conclusions that are
absolutely free from doubt. Great weight must
be given by appellate courts who do not see or
hear the witnesses, to the conclusions of the
trial courts who had that opportunity.
Upon a full consideration of the record,
we find that a preponderance of the proof
shows that Tomasa Elizaga Yap Caong did
execute, freely and voluntarily, while she was
in the right use of all her faculties, the will
dated August 11, 1909 (Exhibit A). Therefore
the judgment of the lower court admitting said
will to probate is hereby affirmed with costs.
50
Page
G.R. No. L-19142 March 5, 1923 opposition, states that on December 26th the
In the matter of the estate of Mariano deceased could not talk and did not recognize
Corrales Tan, deceased. anyone. But all the witnesses presented by the
FLAVIANA SAMSON, petitioner-appellee, petitioner, five in number, testify that the
vs. deceased was conscious, could hear and
VICENTE CORRALES TAN understand what was said to him and was able
QUINTIN, oppositor-appellant. to indicate his desires. Four of these witnesses
state that he could speak distinctly; the fifth,
OSTRAND, J.: Velhagen, says that the deceased only moved
his head in answer to questions.
This is an appeal from an order of the Court of That the deceased was in an
First Instance of Manila admitting to probate a exceedingly feeble condition at the time the will
document alleged to be the last will and was executed is evident, but if the witnesses
testament of the deceased Mariano Corrales presented in support of the petition told the
Tan. There is no direct evidence as to the truth there can be no doubt that he was of
interest of the oppositor-appellant in the estate sound mind and capable of making his will.
in question, though it may, perhaps, be inferred And we see no reason to discredit any of these
from the testimony of his wife Maximina Ong witnesses; the discrepancies found between
that he is the son of the deceased. their respective versions of what took place at
In his answer to the petition for probate the execution of the document are
he alleges, in substance, that the will is comparatively unimportant and so far from
incomplete and fraudulent and does not weakening their testimony rather lend strength
express the true intent of the testator; that the to it by indicating the absence of any
testator acted under duress and under undue conspiracy among them.
influence, and that at the time of the execution As against their testimony we have only
of the will he was not of sound and disposing the testimony of Maximina Ong and Dr. Tee
mind. Han Kee. The former is not a disinterested
We do not think the opponent has witness. As to the testimony of the latter it is
succeeded in proving any of his allegations. sufficient to say that mere professional
There is no evidence whatever showing that speculation cannot prevail over the positive
the testator acted under duress or undue statements of five apparently credible
influence and the only question of fact which witnesses whose testimony does not in itself
we need consider is whether the testator was seem unreasonable.
of sound and disposing mind when the There is no direct evidence in the record
document in question was executed. showing that the publication of the time and
Upon this point the testimony of Dr. Tee place of the hearing of the petition for probate
Han Kee, the attending physician, as a witness has been made as provided for in section 630
for the opposition, is to the effect that the of the Code of Civil Procedure and the
deceased was suffering from diabetes and had appellant argues that the court below erred in
been in a comatose condition for several days admitting the will to probate without proof of
prior to his death. He died about eight or nine such publication. This question not having
o'clock in the evening of December 26, 1921, been raised in the court below will not be
and the will is alleged to have been executed in considered here.
the forenoon of the same day. Counsel for the Section 630 of the Code of Civil
appellant, in his well-prepared brief, argues Procedure, speaking of hearings for the
ably and vigorously that coma implies complete probate of wills, also provides that "At the
unconsciousness, and that the testator, hearing all testimony shall be taken under oath,
therefore, could not at that time have been in reduced to writing and signed by the
possession of his mental faculties and have witnesses" and the appellant maintains that the
executed a will. There are, however, varying transcript of the testimony of the witness Dr. N.
degrees of coma and in its lighter forms the M. Saleeby, not having been signed by the
patient may be aroused and have lucid witness, the testimony should have been
intervals. Such seems to have been the case excluded.
here. Doctor Tee Han Kee, the opponent's There is no merit in this contention.
principal witness, who visited the deceased in When, as in this case, the testimony is taken
the evening of December 25th, says he by the stenographer of the court and certified
then seemed to be in a state of coma and that to by him, the provision quoted can only be
in the forenoon of December 26th, when the regarded as directory and a failure to observe
doctor again visited him, he was in "the same the provision will not render the testimony
51
state of coma." Maximina Ong, the wife of the inadmissible. (Reese vs. Nolan, 99 Ala., 203.)
opponent, the only other witness for the
Page
The order appealed from is affirmed,
with the costs against the appellant. So
ordered.
52
Page
[G.R. No. 6650. December 5, 1913. ] by the said Galvez for the probate of the will,
Exhibit B, and appointed as adminsitratix of the
SANTIAGO GALVEZ, Petitioner-Appellant, testator’s estate, the latter’s only legitimate
v. CANUTA GALVEZ, Opponent-Appellee. daughter, Canuta Galvez, under condition that
she furnish bond in the sum of P2,000 for the
Eugenio Paguia, for Appellant. faithful discharged of the duties of her office.
Antonio Constantino, for Appellee. Counsel for Santiago Galvez petitioned the
Court of First Instance of Bulacan for the
SYLLABUS probate of the will which it was alleged Victor
1. WILLS; MENTAL CAPACITY OF THE executed in the dialect of the province, on
TESTATOR. — In order to hold that a testator, August 12, 1910, in presence of the witnesses
as the result of cholera, was not of sound mind Juan Dimanlig, J. Leoquinco, and Nazaria
and did not have full knowledge of his acts and Galves. This instrument appears also to have
was incapable of executing a valid will, it is been signed by the witness Lorenzo Galvez,
indispensable that the proceedings disclose below the name and surname of the testator.
conclusive proof of his mental incapacity and of (p. 3, B. of E., translated into Spanish on p.5.)
his lack of reason and judgment at the time he
executed his will in due form. In this case, Further on in the same record, pages 6 to 7,
aside from the evidence by the witnesses who there appears another will written in Tagalog
testified that the mental faculties of the testator and executed on the same date by Victor
were unimpaired, the contents of the will, and Galvez in presence of the witnesses Cirilo
the desire manifested by the latter to rectify an Paguia, Florentino Sison, and Juan Mendoza.
error he incurred in the execution of his first
will, show that the testator was of sound mind In the course of the proceedings various
and perfectly aware of his duties with respect witnesses were examined by the petitioner and
to the legal, inviolable rights of his daughter by the respondent, Canuta Galvez, the only
and sole heir. daughter of the alleged testator, and the
attorney Antonio Constantino stated that he
2. ID.; ID.; PHYSICIAN’S TESTIMONY BASED waived the right to present evidence and
ON A GENERAL RULE. — Statements by a acquiesced in the petition made by Santiago
physician who did not see or examine the Galvez for the probate of the will, in view of a
testator at the time the latter was making his transaction entered into by the parties; but the
will, based on the condition and mental state of court did not accept the compromise, on the
a cholera patient in ordinary cases and in the ground that it is improper to hold that a will is
regular course of the disease, cannot serve as the faithful expression of the last wishes of a
a ground for declaring the testator incompetent decedent, upon the mere fact of the parties’
when, notified of an error incurred by him in his petitioning to that effect, when such will, as in
firsts will executed a few hours before, and the case at bar, was assailed at the
exhibited in court, he declared his desire to commencement of the suit.
correct the same by executing a second will;
inasmuch as the testimony of the subscribing After due trial the judgment aforementioned
witnesses and of the person who drew up the was rendered, from which an appeal was
document, shows that the mental and physical entered by counsel for the petitioner, Santiago
condition of the testator was an exception to Galvez.
the general rule enunciated by the said
physician, since the patient demonstrated that This case deals with the probate of the second
he had sufficient moral energy and clear will executed by Victor Galvez on August 12,
intelligence, in spite of the inroads made by the 1910, and signed in his presence by the
disease, to have been able to execute his last witnesses Juan Dimanlig, Nazaria Galvez, and
will and testament in accordance with the J. Leoquinco, and, as the testator was no
requirements of the law. longer able to sign on account of his sickness,
Lorenzo Galvez, at his request, affixed his own
DECISION signature to the instrument, for him and below
his written name. This will, written in Tagalog
TORRES, J. : and translated into Spanish, is marked as
Exhibit B and is found on pages 3 and 5 of the
This is appeal was raised by counsel for bill of exceptions.
Santiago Galvez from the judgment of October
53
25, 1910, whereby the Honorable Simplicio del The other will, written in Tagalog and marked
Rasorio, judge, denied the petition presented Exhibit A, was presented during the
Page
proceedings; it was the first one the testator August, 1910, during which period the testator
executed on the same date, and, for the ordered his will drawn up and the attesting
purpose of correcting an error contained in this witnesses signed it, Galvez having died at
first will, he executed another will, the second, about 6 o’clock that same afternoon. It may be
which is the one exhibited for probate. true that cholera patients do, in the majority of
cases, become incapacitated in the manner
Notwithstanding the opposition by Canuta described by the witnesses; but there may be
Galvez, the testator’s daughter, who alleged exceptions to the general rule, and to judge
that her father, owing to his very serious from the testimony of the witnesses who saw
sickness with cholera, lacked the intellectual and communicated with the patient Victor
capacity and clear judgment requisite for Galvez at the time he executed his will, his
making a will, and notwithstanding her physical and mental condition mush have been
testimony adduced in corroboration of her brief, an exception, since he demonstrated that he
the record sufficiently proved the contrary; the had sufficient energy and clear intelligence to
subscribing witnesses to the will affirmed under execute his last will in accordance with the
oath that they were present when Victor requirements of the law.
Galvez, then such in his house, stated to them
that the document read before them by Besides the attestation of the aforesaid
Lorenzo Galvez contained his last will and subscribing witnesses, the contents of the will
testament, and that, as the testator was no and the testator’s positive determination to
longer able to sign, he charged his nephew rectify the error he incurred in the execution of
Lorenzo to do so in his stead, which the latter this first will, show that Victor Galvez was in his
did by affixing his own signature to the sound mind and was perfectly aware of his
document, after having written at the foot of the duties in respect to the legal, inviolable rights
same the name and surname of the testator, of his daughter and sole heir, Canuta Galvez.
Victor Galvez, who, as these witnesses
observed, was of sound mind and in the full Inasmuch as, in the drafting and execution of
enjoyment of his mental faculties; he talked the second will (Exhibit B), signed in the name
intelligently and with perfect knowledge of what of the testator by Lorenzo Galvez and the
was taking place. They further testified that witnesses Juan Dimanlig, Nazaria Galvez, and
they all, including the said Lorenzo Galvez, J. Leoquinco, the formalities prescribed by
signed the will in the presence of the testator, section 618 of the Code of Civil Procedure
Victor Galvez, who was at the time lying on his were observed, for the testator’s name appears
bed. written at the foot of the will and under this
name Lorenzo Galvez signed by direction of
In order to hold that Victor Galvez, on account the testator himself, and the instrument was
of serious sickness, was not then of sound also signed by the attesting witnesses before
mind and did not have full knowledge of his mentioned who affirmed that they heard and
acts and, therefore, was incapable to execute a attested the dispositions made by the testator
will, it is necessary that the proceedings and witnessed the reading of the will, that they
disclose conclusive proof of his mental were present when the said Lorenzo Galvez
incapacity and of his evident lack of reason signed the will in the name of the testator and
and judgment at the time he executed his will that they signed it in the presence of all the
in the presence of the witnesses whose persons assembled in the latter’s house, the
signatures appear at the foot thereof, for these conclusion is inevitable that Victor Galvez, in
witnesses positively affirmed that Victor executing his will, did so with a sound mind
Galvez, on executing his will, showed that he and the full use of his mental faculties;
was in full possession of his intellectual therefore, the will must be admitted to probate.
faculties and was perfectly cognizant of his
acts. For the foregoing reasons, with a reversal of
the judgment appealed from in so far as it
The physician Dr. Vicente de Jesus, in his denies the probate of the said will, we hereby
testimony, referred to the effects and results of hold that the same was duly executed by Victor
cholera on a patient in ordinary cases and in Galvez and expresses his last wishes, and we
the regular course of this disease; but his affirm the rest of the said judgment, with
statements, taken in general, cannot, in the respect to the appointment, as administratrix,
present suit, serve as a ground upon which to of Canuta Galvez, the testator’s daughter and
predicate incapacity, for the reason that he did sole heir.
not examine Victor Galvez, nor did he even
54
of the latter's estate, and to his end she took surety for her. It must likewise be noted that
the oath of office, gave the proper bond the other witnesses of the plaintiff, who testified
Page
to the incapacity of Adriana Carrillo, also made
transactions with her precisely at the time,
when according to them, she was mentally
incapacitated. In view of all of this, which is
proven by documents and the testimonies of
witnesses completely disinterested in the case,
it cannot be held that on December 9, 1918,
when Adriana Carrillo signed the document,
she was mentally incapacitated.
The fact that nine days after the
execution of the contract, Adriana Carrillo was
declared mentally incapacitated by the trial
court does not prove that she was so when she
executed the contract. After all, this can
perfectly be explained by saying that her
disease became aggravated subsequently.
Our conclusion is that prior to the
execution of the document in question the
usual state of Adriana Carrillo was that of being
mentally capable, and consequently the burden
of proof that she was mentally incapacitated at
a specified time is upon him who affirms said
incapacity. If no sufficient proof to this effect is
presented, her capacity must be presumed.
Attention is also called to the
disproportion between the price of the sale and
the real value of the land sold. The evidence,
however, rather shows that the price of P4,000
paid for the land, which contained an area of
33 hectares, represents it real value, for its is
little more than P100 per hectare, which is
approximately the value of other lands of the
same nature in the vicinity. But even supposing
that there is such a disproportion, it alone is not
sufficient to justify the conclusion that Adriana
Carrillo was mentally incapacitated for having
made the sale under such conditions. Marcos
Jaojoco is a nephew of Adriana Carrillo, and
Justiniano Jaojoco her brother-in-law, and both
defendants, who are father and son, had
Adriana Carrillo in charge, took her to the
"Hospital de San Juan de Dios," and cared for
her during the time she was there, and for such
acts they may have won her gratitude. Under
these circumstances there is nothing illegal, or
even reprehensible, and much less strange in
Adriana Carrillo's having taken into account
those services rendered her by the defendants
and reciprocated thereof by a favorable
transaction. Having no ascendants and
descendents, she could, in consideration of all
the these circumstances, have even given as a
donation, or left by will, these lands to the
defendants.
56
Page
G.R. No. L-10027 November 13, 1915 of his interest in the estate of Juana Espinosa
ROSENDO HERNAEZ y ESPINOSA, plaintiff- as against Vicente Hernaez y Espinosa.
appellant, It is admitted that Rosendo Hernaez y
vs. Espinosa, another son of the deceased
MATEO HERNAEZ y ESPINOSA, ET spouses administrator of the estates, was
AL., defendants-appellants. notified of Montelibano's purchases on January
8, 1913, when he received notice of
TRENT, J.: Montelibano's motion, entered in the
administration proceedings, asking that he
The spouses, Pedro Hernaez and Juana (Montelibano) be substituted as assignee of
Espinosa, died, leaving several legitimate the interests of various heirs of the estate
descendants. Neither of their estates had been which he had acquired by purchase.
divided up to the date of the institution of this Notwithstanding this knowledge, Rosendo
action, but were both under administration. Hernaez y Espinosa entered into a contract of
Their son, Domingo Hernaez y Espinosa, sold sale with Vicente Hernaez y Tuason, whereby
all his interest in both his father's and mother's the latter purported to convey all the interest,
estate to his son, Vicente Hernaez y Tuason, which he had acquired from his father, in the
on November 6, 1901. Notwithstanding the fact estate of the deceased spouses, Pedro
that Domingo Hernaez y Espinosa had thus Hernaez and Juana Espinosa. It will be
parted with all his interest in the estates of his remembered that he purchased his father's
two parents, he executed a document of sale in share of the estate on November 6, 1901; that
favor of Alejandro Montelibano y Ramos on he is estopped from asserting title to any
February 27, 1907, in which he purported to interest in his grandfather's estate and in five-
convey all his undivided interest in his mother's eighteenths of his grandmother's estate.
estate. On the same date he executed another Rosendo Hernandez y Espinosa purchased
document of sale in which he purported to with full knowledge of these facts. He,
convey to Jose Montelibano Uy-Cana four- therefore, acquired thirteen-eighteenths of the
eighteenths of his interest in his mother's interest of Domingo Hernaez y Espinosa in the
estate. Both of these sales were made with the estate of the latter's mother nothing more.
connivance of his son, Vicente Hernaez y That rule is that the holder [Alejandro
Tuason. Hence, although Vicente Hernaez y Montelibano y Ramos] of a prior
Tuason had actually purchased all of his equitable right has priority over the
father's interests in the estates of Pedro purchaser [Rosendo Hernandez y
Hernaez and Juana Espinosa as early as Espinosa] of a subsequent estate
November 6, 1901, and was, on February 27, (whether legal or equitable) without
1907, the undoubted owner thereof, he is value, or with notice of the equitable
effectually estopped from asserting his title as right, but not as against a subsequent
against either of the vendees mentioned in the purchaser for value and without notice.
documents of sale dated February 27, 1907, to (Ewart on Estoppel, p. 199.)
which we have just referred. (Code Civ. Pro., Alejandro Montelibano y Ramos has acquired
sec. 333, No. 1.) Bigelow on Estoppel (p. 607) in his interest in the estate of the deceased
says: spouses for a valuable consideration and in
. . . it is now a well-established principle good faith, and there remains to the plaintiff,
that where the true owner of property, Rosendo Hernaez y Espinosa, only the right of
for however short a time, holds out subrogation allowed him by article 1067 of the
another, or, with knowledge of his own Civil Code, which reads as follows:
right, allows another to appear as the If any of the heirs should sell his
owner of or as having full power of hereditary rights to a stranger before the
disposition over the property, the same division, all or any of the co-heirs may
being in the latter's actual possession, subrogate himself in the place of the
and innocent third parties are thus led purchaser, reimbursing him for the value
into dealing with such apparent owner, of the purchase, provided they do so
they will be protected. within the period of a month, to be
counted from the time they were
On August 19, 1912, Jose Montelibano informed thereof.
Uy-Cana sold his interest in the estate to On January 24, 1913, the plaintiff instituted this
Alejandro Montelibano y Ramos. By this action seeking to subrogate himself in the
transfer, the latter stood owner of all the rights acquired by Montelibano in the estate.
interest of Domingo Hernaez y Espinosa in the Unless the plaintiff can be charged with actual
57
estate of Pedro Hernaez, and five-eighteenths notice of the conveyance by which Montelibano
acquired these interests, prior to January 8,
Page
1913, it is clear that he has opportunely
asserted his right of subrogation. This is purely
a question of fact. As to the sales whereby
Domingo Hernaez y Espinosa parted with that
portion of his interest in the estate which is now
held by Alejandro Montelibano, as well as to
those sales made by other heirs to
Montelibano, the trial court found that the
plaintiff, Rosendo Hernaez y Espinosa, was not
chargeable with notice prior to January 8,
1913. After a careful examination of the record
we see no reason for disturbing this finding of
fact. As a consequence, the plaintiff, Rosendo
Hernaez y Espinosa, is entitled to exercise his
right of subrogation in accordance with article
1067, above quoted.
The interest which Jose Montelibano
Uy-Cana purchased from Domingo Hernaez y
Espinosa on February 27, 1907, for the sum of
P4,500, he afterwards transferred to Alejandro
Montelibano y Ramos for the sum of P10,000.
In rendering judgment, the trial court decreed
that the plaintiff, Rosendo Hernaez y Espinosa,
should pay the latter sum for the privilege of
exercising the right of subrogation. This was
error. Article 1067 of the Civil Code provides
that the co-heir may exercise this right of
subrogation upon the payment to the
purchaser of another heir's interest, "el precio
de la compra" (the purchase price). Obviously,
if the interest had not been resold, the plaintiff,
Rosendo Hernaez y Espinosa, would have had
to pay only the price for which Uy-Cana
acquired it. The purpose of the article cannot
be evaded by a reconveyance of the interest to
a third person at a higher price. Subsequent
purchasers of the interest acquire it burdened
with the right of subrogation of co-heirs at the
price for which the heir who sold it parted with
it.
It is urged that the prices in some of the
deeds of sale by which Alejandro Montelibano
y Ramos purchased the interest of various
heirs in the estates are fictitious. This is a
question of fact upon which both parties
adduced evidence, and we concur in the
opinion of the trial court that there is no basis
to the charge. For the foregoing reasons, the
judgment of the court is modified by
substituting, as the price of subrogation of the
interest originally purchased by Jose
Montelibano Uy-Cana, the sum of P4,500, as
set out in Exhibit 7, for the sum of P10,000, the
consideration expressed in Exhibit 10. As
modified, the judgment appealed from is
affirmed, without costs.
So ordered.
58
Page
C.A. No. 4 March 21, 1946 to the probate on said will marked as Exhibit
In the matter of the testate estate of the late 16, and amended said opposition, on
Encarnacion Neyra. TRINIDAD September 15, 1943, to which Teodora Neyra
NEYRA, petitioner-appellee, and the others filed a reply, on September 20,
vs. 1943.
TEODORA NEYRA, PILAR DE GUZMAN and On the dates set for the hearing on the
MARIA JACOBO VDA. DE petition filed by Trinidad Neyra, and the
BLANCO, oppositors-appellants. counter petition mentioned above, said
TEODORA NEYRA, PILAR DE GUZMAN and petitioner as well as the oppositors, presented
MARIA JACOBO VDA. BLANCO, petitioners- evidence, testimonial and documentary. The
appellants, witnesses presented by the petitioner Trinidad
vs. Neyra were Mons. Vicente Fernandez, Rev. Fr.
TRINIDAD NEYRA and EUSTAQUIO Teodoro Garcia, Sor. Andrea Montejo, Dr.
MENDOZA, oppositors-appellees. Moises B. Abad, Dr. Eladio A. Aldecoa, Atty.
Ricardo Sikat, petitioner Trinidad Neyra
DE JOYA, J.: herself, and Atty. Alejandro M. Panis, who had
acted as scrivener in the preparation of said
This is an appeal from a decree rendered by will dated November 3, 1942.
the Hon. Gervasio Diaz, Judge of the Court of Teodora Neyra and the other oppositors
First Instance of the City of Manila, on also presented several witnesses, the principal
December 3, 1943, admitting to probate a will among whom were Presentacion Blanco,
dated November 3, 1942, executed by the Caferina de la Cruz, Acislo Manuel, Dr.
deceased Encarnacion Neyra; at the same Dionisio Parulan, an alleged medical expert,
time denying the probate of a previous will and the oppositors Teodora Neyra and Pilar de
dated September 14, 1939, alleged to have Guzman themselves.
been executed by the said testatrix. After considering the evidence, the
Trinidad Neyra, beneficiary in the will lower court rendered a decree admitting to
executed on November 3, 1942, filed, on probate the will dated November 3, 1942; at
November 10, 1942, a petition in the Court of the same time denying the probate of the will
First Instance of Manila, for the probate of said dated September 14, 1939.
will. From said decision Teodora Neyra and
On December 19, 1942, Teodora Neyra, the other oppositors appealed to the Court of
Pilar de Guzman, and Maria Jacobo Vda. de Appeals for the City of Manila, assigning
Blanco, who had not been named as several errors, which may be reduced to the
beneficiaries in said will, filed on opposition to following, to wit, that the trial court erred (1) in
the probate of the said will dated November 3, finding that Encarnacion Neyra wanted to
1942, alleging (1) that at the time of the alleged make a new will; (2) in declaring that there was
execution of the said will, the testatrix reconciliation between Encarnacion Neyra and
Encarnacion Neyra no longer possessed her sister Trinidad; (3) in accepting as
testamentary capacity; (2) that her thumb satisfactory the evidence submitted by the
marks on said instrument had been procured petitioner; (4) in ignoring the evidence
by means of fraud by petitioner Trinidad Neyra, submitted by the oppositors; and (5) in not
and that Encarnacion Neyra never intended to admitting to probate the will dated September
consider said document as will; (3) that the 14, 1939.
alleged will, dated November 3, 1942, had not The evidence, testimonial and
been executed in the manner and form documentary, adduced during the trial of the
prescribed by law; and(4) that Encarnacion case in the court below, has satisfactorily and
Neyra, since September 14, 1939, had sufficiently established the following facts:
executed a will, naming as beneficiaries said That Severo Neyra died intestate in the
oppositors and others, and that said will had City of Manila, on May 6, 1938, leaving certain
never been revoked or amended in any properties and two children, by his first
manner whatsoever. marriage, named Encarnacion Neyra and
On December 26, 1942, petitioner Trinidad Neyra, and several other relatives;
Trinidad Neyra filed a reply denying the that after the death of Severo Neyra, the two
allegations in the opposition. sisters, Encarnacion Neyra and Trinidad
Subsequently, said oppositors filed a Neyra, had serious quarrels, in connection with
counter petition, asking for the probate of the the properties left by their deceased father, and
first will executed by Encarnacion Neyra, on so serious were their dissensions that, after
September 14, 1939, marked as Exhibit 16. On March 31, 1939, they had two litigations in the
59
March 16, 1943, the legatees Trinidad Neyra Court of First Instance of Manila, concerning
and Eustaquio Mendoza filed their opposition said properties (Exhibits 8 and 9): In the first
Page
case, filed on March 31, 1939, Trinidad Neyra she sent for her religious adviser and
and others demanded from Encarnacion Neyra confessor, Mons. Vicente Fernandez of the
et al. the annulment of the sale of the property Quiapo Church to make confession, after
located at No. 366 Raon Street, Manila, and it which she expressed her desire to have a
was finally decided in favor of the defendants mass celebrated in her house at No. 366 Raon
in the Court of First Instance and in the Court Street, City of Manila, so that she might take
of Appeals, on December 21, 1943 (G.R. No. holy communion, in view of her condition; that
8162, Exhibit 9). following the request of Encarnacion Neyra,
In the second case, filed on October 25, Mons. Fernandez caused the necessary
1939, Trinidad Neyra demanded from arrangements to be made for the celebration of
Encarnacion Neyra, one-half (½) of the holy mass in the house of Encarnacion Neyra,
property described therein, and one-half (½) of and, as a matter of fact, on November 1, 1942,
the rents, and the Court of First Instance holy mass was solemnized in her house, Fr.
decided in favor of the plaintiff, but at the same Teodoro Garcia, also of the Quiapo Church,
time awarded in favor of the defendant officiating in said ceremony, on which
P727.77, under her counterclaim; and Trinidad occasion, Encarnacion Neyra, who remained in
Neyra again elevated the case to the Court of bed, took holy communion; that after said
Appeals for Manila (G.R. No. 8075) Exhibit 8, religious ceremony had been terminated,
which was decided, pursuant to the document Father Garcia talked to Encarnacion Neyra and
of compromise marked as Exhibit D; and the advised reconciliation between the two sisters,
petition for reconsideration filed therein still Encarnacion Neyra and Trinidad Neyra.
remains undecided. Encarnacion Neyra accepted said advice and
That Encarnacion Neyra, who had at about noon of the same day (November 1,
remained single, and who had no longer any 1942), sent Eustaquio Mendoza to fetch her
ascendants, executed a will on September 14, sister Trinidad Neyra, who came at about 2:30
1939, marked Exhibit 16, disposing of her that same afternoon; that on seeing one
properties in favor of the "Congregacion de another, the two greeted each other in a most
Religiosas de la Virgen Maria" and her other affectionate manner, and became reconciled;
relatives named Teodora Neyra, Pilar de that the two had a long and cordial
Guzman and Maria Jacobo Vda. de Blanco, conversation, in the course of which the two
making no provision whatsoever in said will in sisters also talked about the properties left by
favor of her only sister Trinidad Neyra, who their deceased father and their litigations which
had become her bitter enemy; that when the had reached the Court of Appeals for the City
said will was brought to the attention of the of Manila, and they agreed to have the said
authorities of said Congregation, after due appeal dismissed, on the condition that the
deliberation and consideration, said religious property involved therein, consisting of a small
organization declined the bounty offered by house and lot, should be given exclusively to
Encarnacion Neyra, and said decision of the Trinidad Neyra, on the condition that the latter
Congregation was duly communicated to her; should waive her claim for her share in the
that in order to overcome the difficulties rents of said property, while under the
encountered by said religious organization in administration of Encarnacion Neyra, and that
not accepting the generosity of Encarnacion the two should renounce their mutual claims
Neyra, the latter decided to make a new will, against one another. It was also agreed
and for that purpose, about one week before between the two sisters to send for Atty.
her death, sent for one Ricardo Sikat, an Alejandro M. Panis, to prepare the necessary
attorney working in the Law Offices of Messrs. document embodying the said agreement, but
Feria and LaO, and gave him instructions for Attorney Panis could come only in the
the preparation of a new will; that Attorney afternoon of the following day, November 2,
Sikat, instead of preparing a new will, in 1942, when Encarnacion gave him instructions
accordance with the express instructions given for the preparation of the document embodying
by Encarnacion Neyra, merely prepared a draft their agreement, and other instructions relative
in the form of a codicil, marked as Exhibit M, to the disposition she wanted to make of her
amending said will, dated September 14, 1939, properties in her last will and testament; that
again naming said religious organization, Attorney Panis prepared said document of
among others, as beneficiary, and said draft of compromise or agreement marked as Exhibit
a codicil was also forwarded to the authorities D, as well as the new will and testament
of the said religious organization, for their marked as Exhibit C, naming Trinidad Neyra
consideration and acceptance. and Eustaquio Mendoza beneficiaries therein,
In the meanwhile, Encarnacion Neyra pursuant to the express instructions given by
60
had become seriously ill, suffering from Encarnacion Neyra, and said instruments were
Addison's disease, and on October 31, 1942, ready for signature on November 3, 1942; that
Page
in the afternoon of that day, November 3, 1942; been elevated to the Court of Appeals for the
Attorney Panis read said will and testament City of Manila, concerning a certain house and
marked as Exhibit D to Encarnacion Neyra lot, on the understanding that said property
slowly and in a loud voice, in the presence of should be given exclusively to Trinidad, and
Fr. Teodoro Garcia, Dr. Moises B. Abad, Dr. that the latter should renounce her claim
Eladio Aldecoa, herein petitioner Trinidad against Encarnacion, for her share in the rents
Neyra, and others, after which he asked her if collected on said property, and, at the same
its terms were in accordance with her wishes, if time, Encarnacion renounced her claim for
she had anything else to add, or anything to be P727.77 against Trinidad; and that it was also
changed in said will; and as Encarnacion agreed between the two sisters that Atty.
Neyra stated that the terms of said will were in Alejandro M. Panis should be called to prepare
accordance with her wishes and express the necessary papers for the settlement of said
instructions, she asked for the pad and the will case. Presentacion Blanco, a witness for the
Exhibit C and, with the help of a son of herein oppositors, also testified substantially to the
petitioner, placed her thumb mark at the foot of foregoing facts.
said will, in the presence of the three attesting By the testimony of Trinidad Neyra and
witnesses, Dr. Moises B. Abad, Dr. Eladio R. Atty. Alejandro M. Panis, and the other
Aldecoa, and Atty. Alejandro M. Panis, after attesting witnesses, it has also been shown
which the attesting witnesses signed at the foot that Atty. Alejandro M. Panis came in the
of the document, in the presence of the afternoon of the following day, November 2,
testatrix Encarnacion Neyra, and of each and 1942, and received instructions from
everyone of the other attesting witnesses. Fr. Encarnacion Neyra, not only for the
Teodoro Garcia and petitioner Trinidad Neyra preparation of said agreement, but also for the
and several others were also present. preparation of a new will, and consequently
On November 4, 1942, the testatrix Attorney Panis prepared said document of
Encarnacion Neyra, due to a heart attack, compromise and the will, dated November 3,
unexpectedly died. 1942, which were both thumb marked, in
Although the "Congregacion de duplicate, in the afternoon of that day, by
Religiosas de la Virgen Maria" had again Encarnacion Neyra, who was then of sound
decided not to accept the provision made in its mind, as shown by her appearance and
favor by the testatrix Encarnacion Neyra in the conversation, aided by a son of Trinidad Neyra,
proposed codicil prepared by Atty. Ricardo on her bed in the sala, in the presence of the
Sikat, said decision could not be attesting witnesses, Dr. Moises B. Abad, Dr.
communicated to the testatrix, before her Eladio R. Aldecoa, and Atty. Alejandro M.
death. Panis, who signed in the presence of the
Mons. Vicente Fernandez and Fr. testatrix and of each other.
Teodoro Garcia testified as to the request Father Teodoro Garcia was also present
made on October 31, 1942, by Encarnacion at the signing of the will, at the request of
Neyra for the celebration of holy mass in her Encarnacion Neyra, and so was Trinidad
house, on November 1, 1942; that said mass Neyra.
was in fact solemnized in her house, on that On November 4, 1942, due to a heart
date, in the course of which the testatrix attack as a consequence of Addison's disease,
Encarnacion Neyra took holy communion; that perhaps, Encarnacion Neyra expired, at about
on the same day, after the mass, Encarnacion 3 o'clock in the morning.
held a long conversation with Father Garcia, in Oppositor Teodora Neyra,
the course of which, said priest advised her to her young daughter Ceferina de la Cruz, and
have reconciliation with her sister Trinidad; and Presentacion Blanco, daughter of oppositor
that said advise was accepted by Encarnacion. Maria Jacobo Vda. de Blanco, practically
But the testimony of Trinidad Neyra, it corroborated the testimony of the witnesses of
has been shown that Encarnacion sent the petitioner, with reference to the signing of
Eustaquio Mendoza to fetch her, and that in documents, in the bedroom of Encarnacion
fact she came to the house of Encarnacion, at Neyra, on November 3, 1942.
about 2:30 o'clock in the afternoon that same Teodora Neyra, Presentacion Blanco
day, November 1, 1942, with said Eustaquio and Ceferina de la Cruz, witnesses for the
Mendoza; that on seeing one another, oppositors, testified, however, that when the
Encarnacion and Trinidad Neyra greeted each thumb mark of Encarnacion Neyra was affixed,
other most affectionately, forgiving one as stated above, to the document of
another, after which they talked about the compromise in question, dated November 3,
property left by their deceased father and the 1942, she was sleeping on her bed in the sala;
61
litigation pending between them; and the two and that the attesting witnesses were not
sisters agreed to settle their case, which had present, as they were in the caida.
Page
But Ceferina de la Cruz, witness for the testimony to the contrary, to the effect that she
oppositors, also stated that the attesting was very weak, being in the third or last stage
witnesses signed the documents thumb of tuberculosis. (Yap Tua vs. Yap Ca Kuan and
marked by Encarnacion Neyra, in the sala near Yap Ca Llu, 27 Phil., 579.) The testimony
her bed, thus contradicting herself and testimony of the attending physician that the
Teodora Neyra and Presentacion Blanco. deceased was suffering from diabetes and had
Strange to say, Teodora Neyra, been in a comatose for several days, prior to
Presentacion Blanco and Ceferina de la Cruz his death, was held not sufficient to establish
also testified that Encarnacion Neyra's thumb testamentary incapacity, in view of the positive
mark was affixed to the will, only in the morning statement of several credible witnesses that he
of November 4, 1942, by Trinidad Neyra and was conscious and able to understand what
Ildefonso del Barrio, when Encarnacion was said to him and to communicate his desires.
already dead. (Samson vs. Corrales Tan Quintin, 44 Phil.,
The testimony of Dr. Dionisio Parulan, 573.) Where the mind of the testator is in
alleged medical expert, as to the nature and perfectly sound condition, neither old age, nor
effects of Addison's disease, is absolutely ill health, nor the fact that somebody had to
unreliable. He had never seen or talked to the guide his hand in order that he might sign, is
testatrix Encarnacion Neyra. sufficient to invalidate his will. (Amata and
According to the medical authorities, the Almojuela vs. Tablizo, 48 Phil., 485.)
cause or causes of the sleeping sickness, Where it appears that a few hours and
known as Addison's disease, are not yet fully also a few days after the execution of the will,
known: that persons attacked by said decease the testator intelligently and intelligibly
often live as long as ten (10) years after the conversed with other persons, although lying
first attack, while others die after a few weeks down and unable to move or stand up
only, and that as the disease, progresses, unassisted, but could still effect the sale of
asthenia sets in, and from 80 per cent to 90 per property belonging to him, these circumstances
cent of the patients develop tuberculosis, and show that the testator was in a perfectly sound
complications of the heart also appear. (Cecil, mental condition at the time of executing the
Textbook of Medicine, 3d ed., 1935, pp. 1250, will. (Amata and Almojuela vs. Tablizo, 48
1252, 1253; MaCrae, Osler's Modern Medicine, Phil., 485.)
3d ed., Vol. V. pp. 272-279). Presentacion Blanco, in the course of
And it has been conclusively shown in her cross-examination, frankly admitted that, in
this case that the testatrix Encarnacion Neyra, the morning and also at about 6 o'clock in the
at the age of 48, died on November 4, 1942, afternoon of November 3, 1942, Encarnacion
due to a heart attack, after an illness of about Neyra talked to her and that they understood
two (2) years. each other clearly, thus showing that the
In connection with testamentary testatrix was really of sound mind, at the time
capacity, in several cases, this court has of the signing and execution of the agreement
considered the testimony of witnesses, who and will in question.
had known and talked to the testators, more It may, therefore, be reasonably
trustworthy than the testimony of alleged concluded that the mental faculties of persons
medical experts. suffering from Addison's disease, like the
Testamentary capacity is the capacity to testatrix in this case, remain unimpaired, partly
comprehend the nature of the transaction in due to the fact that, on account of the sleep
which the testator is engaged at the time, to they enjoy, they necessarily receive the benefit
recollect the property to be disposed of, and of physical and mental rest. And that like
the persons who would naturally be supposed patients suffering from tuberculosis, insomnia
to have claims upon the testator, and to or diabetes, they preserve their mental
comprehend the manner in which the faculties until the moments of their death.
instrument will distribute his property among Judging by the authorities above cited,
the objects of his bounty. (Bugnao vs. Ubag. the conclusion made the trial court that the
14 Phil., 163.) testatrix Encarnacion Neyra was of sound mind
Insomnia, in spite of the testimony of and possessed testamentary capacity, at the
two doctors who testified for the opponents to time of the execution of the will, cannot be
the probate of a will, who stated that it tended properly disturbed.
to destroy mental capacity, was held not to The oppositors also claim that the
affect the full possession of the mental faculties attesting witnesses were not present, at the
deemed necessary and sufficient for its time that the testatrix thumbed marked the will
execution. (Caguioa vs. Calderon, 20 Phil., in question, on her bed, in the sala of the
62
400.) The testatrix was held to have house, as they were allegedly in the caida. But
been compos mentis, in spite of the physician's it has been fully shown that the attesting
Page
witnesses were present at the time of the ancient virtues of Christian faith and hope and
signing and execution of the agreement and charity, and that it was godly to forgive and
will in question, in the sala, where the testatrix better still to forget.
was lying on her bed. The true test is not It was most natural that there should
whether they actually saw each other, at the have been reconciliation between the two
time of the signing of the will, but whether they sisters, Encarnacion and Trinidad Neyra, as
might have seen each other sign, had they the latter is the nearest relative of the former,
chosen to do so; and the attesting witnesses her only sister of the whole blood. The
actually saw it in this case. approach of imminent death must have evoked
(Jaboneta vs. Gustilo, 5 Phil., 541.) And the in her the tenderest recollections of childhood.
thumbmark placed by the testatrix on the will is And believing perhaps that her little triumphs
equivalent to her signature. (Yap Tua vs. Yap had not always been fair to her sister who in
Ca Kuan and Yap Ca Llu, 27 Phil., 579.) fact, had had successively instituted two suits
The oppositors as well as their principal against her, to recover what was her due, and
witnesses are all interested parties, as said for which Encarnacion believed she must
oppositors had been named legatees in the will atone, she finally decided upon reconciliation,
dated September 14, 1939, but eliminated from so that she might depart in peace.
the will dated November 3, 1942. The record shows that, of the two,
On the other hand, the witnesses for the Encarnacion lived in greater opulence, and that
petitioner are all trustworthy men, who had Trinidad had been demanding tenaciously her
absolutely no interest in the final outcome of share; and as a Christian woman, Encarnacion
this case. Two of them are ministers of the must have known that no one has any right to
Gospel, while the three attesting witnesses are enrich himself unjustly, at the expense of
professional men of irreproachable character, another. And it was, therefore, natural that
who had known and seen and talked to the Encarnacion should desire reconciliation with
testatrix. her sister Trinidad, and provide for her in her
Furthermore, the testimony of the last will and testament.
oppositors and their witnesses, to the effect As for Eustaquio Mendoza, who,
that there could have been no reconciliation according to the evidence, had served
between the two sisters, and that the thumb Encarnacion Neyra for so many years and so
mark of Encarnacion Neyra was affixed to the well, it was also natural that she should make
document embodying the agreement, while some provision for him, as gratitude is the
she was sleeping, on November 3, 1942, in noblest sentiment that springs from the human
their presence; and that her thumb mark was heart.
affixed to the will in question, when she was The conduct of Encarnacion Neyra, in
already dead, in the morning of November 4, making altogether a new will, with new
1942, within their view is preposterous, to say beneficiaries named therein, including
the least. Said testimony is contrary to principally her bitterest enemy of late, which is
common sense. It violates all sense of completely incompatible with the will, dated
proportion. The oppositors and their witnesses September 14, 1939, may really seem strange
could not have told the truth; they have testified and unusual; but, as it has been truly said,
to brazen falsehoods; and they are, therefore, above the logic of the head is the feeling in the
absolutely unworthy of belief. And to the heart, and the heart has reasons of its own
evidence of the oppositors is completely which the head cannot always understand, as
applicable the rule falsus in uno, falsus in in the case of intuitive knowledge of eternal
omnibus. (Gonzales vs. Mauricio, 53 Phil., 728, verity.
735.) As Encarnacion Neyra felt the advent of
In the brief presented by counsel for the immortality, she naturally wanted to follow "the
oppositors and the appellants, to show the path of the just, which is as the shining light
alleged improbability of the reconciliation of the that shineth more and more unto the perfect
two sisters and the execution of the will, dated day," so that her memory may be blessed. As a
November 3, 1942, they have erroneously Christian woman, she must have loved justice,
placed great reliance on the facts that, up to mercy and truth and to follow the law, for this is
October 31, 1942, the two sisters Encarnacion the whole duty of man.
and Trinidad Neyra were bitter enemies. They In the present case, the court cannot
were banking evidently on the common belief find any reason or justification to alter the
that the hatred of relatives is the most violent. conclusions set forth in the decree appealed
Dreadful indeed are the feuds of relatives, and from. This court will not reverse any findings of
difficult the reconciliation. But they had fact by the trial court made upon conflicting
63
forgotten the fact that Encarnacion Neyra was testimony and depending largely upon the
a religious and pious woman instructed in the credibility of witnesses, who testified in the
Page
presence of the trial judge, unless the court
below failed to take into consideration some
material facts or circumstances, or to weigh
accurately all of the material facts and
circumstances presented to it for consideration.
After a careful consideration of the evidence
and the law of this case, we find it legally
impossible to sustain any of the errors assigned by
the appellants. The judgment appealed from is,
therefore, affirmed, with costs against the
appellants. So ordered.
64
Page
G.R. No. L-7801 April 13, 1956 duda de la verdad de la teoria de la
Testate Estate of Dña. Perpetua A. Vda. de acusacion y, por ende, la acusada tiene
Soriano. derecho a los beneficios de esta duda.
DOLORES ALBORNOZ, peitioner. Pero esta conclusion del Juzgado no
ELIAS RACELA, claimant-appellant, priva a Elias Racela de su derecho de
vs. presentar una accion civil contra la aqui
DOLORES ALBORNOZ and JOSE acusada, si se que todavia no estan
ALBORNOZ, co-special pagados honorarios por los servicios
administrators oppositors-appellees. prestados a la misma.
After the presentation of the plaintiff in the
LABRADOR, J.: court below, the Judge, upon motion of counsel
for the defendant, dismissed the action in the
The present appeal refers to two claims following words:
presented by Elias Racela against the estate of It is seen from Ehibit '1' that the criminal
the deceased Perpetua Vda. de Soriano and action for estafa against the deceased
which were dismissed by the trial court. The Perpetua A. Vda. de Soriano was
first claim is based on a supposed sale of one founded on Exhibits 'A' and 'B' and 'C',
hectare of land for P1,000 executed by the the deeds of sale, and the present claim
decedent on July 18, 1933 in favor of the of the claimant is also founded on the
claimant. The second is based on another same exhibits with the exception of
supposed sale of another part of the Exhibit 'C' which was not presented by
defendant's land for P1,000 also, in favor of the the said claimant, having been
claimant, made on September 23, 1933. The substituted by him with his own oral
supposed sales appear in two deeds marked testimony. Therefore, the inevitable
Exhibits "A" and "B". After the supposed sales conclusion is that the acquittal of the
were made, the decedent sold the same deceasd-accused, Perpetua Vda. de
parcels of land in 1934 to one Soriano Soriano, produces the effect of
Ballesteros, who succeeded in registering the exemption of her estafa from any civil
deed of sale in his favor. Claimant attempted to liability.
register the deeds executed in his favor but the FOR THE FOREGOING, the
decedent opposed registration. So claimant motion to dismiss is GRANTED, and the
brought a criminal action against the decedent claim of Elias Racela is DISMISSED.
for estafa (Criminal Case No. 6406 of the Court WITHOUT COSTS.
of First Instance of Ilocos Norte). The court It is against the above judgment that this
acquitted the decedent of the charge, a portion appeal has been prosecuted. Claimant-
of the decision and the dispositive part thereof appellant argues that the judgment of acquittal
is as follows: in the criminal action was based on reasonable
Analizados estos hechos, el Juzgado se doubt and therefore it cannot amount to a
inclina a creer como asi cree que Elias judicial declaration "that the fact from which the
Racela no ha entregado ninguna civil might arise did not exist." A study of the
cantidad de dinero a la acusada como judgment of acquittal in the said criminal action
pago de la venta, alegada por la readily discloses that the decedent did not sell
acusacion . . . any land to Elias Racela and that the deeds of
Es digna credito la pretension de la sale Exhibits "A" and "B" were executed by the
acusada de que los dos escrituras decedent in order to enable Elias Racela to
marcadas Exhibitos 'A' y 'B' han sido convince the residents of a barrio that the
otorgadas por ellasolamente para que decedent could freely dispose of his properties.
Elias Racela pudiera convencer a los Witness the following portions of the judgment,
vecinos del barrio de Biding, Dingras, Exhibits "1.
Ilocos Norte, que la acusada podia La unica cuestion a resolverse en esta
disponer librement de sus bienes? El causa es la de si la acusada habia
Juzgado fundandose en los hechos vendido a Elias Racela las dos parcelas
arriba expuestos, es de opinion que si. . de terreno que se describen los
. Este acto de la acusada a juicio del exhibitos 'A' y 'B' respectivamente. Para
Juzgado, es compatible con su resolver esta cuestion el Juzgado
crecencia de que en ninguna ocasion entiende que no debe atenerse
habia vendido terrenos a Elias Racela . . solamente a los mencionados exhibitos
. sino tambien a la version de los testigos
xxx xxx xxx de la defensa y el estado finaciero de la
65
the same idea, and so expressed it in his letter avariguaciones resulto haber sido
to appellant (Exh. 3-F) dated May 4, 1957, cobrador por Da Marie.
Page
Legal a pensarse la conveniencia de disclosed in the record, that will never came to
promover un expediente de tutela pero no light. Evidently Horacio was also an heir
se Ilevo a cabo para que no sufrieran en therein, but then was subsequently eliminated
vida la vajacion de ser judicialmente in the 1958 will which was actually presented
declarados incapacitados por su avanza for probate by appellant.
da edad. The evidence hereinabove discussed,
cumulatively considered, leads to the definite
Lamenting the fact that her aunt was conclusion that Marie Gamier Garreau was
"completely in Irene's hands," and that "Irene indeed mentally incapacitated to make a will,
has taken complete possession of every penny that is, "to know the nature of the estate to be
and gives Tia Marie no account of disposed of, the proper objects of (her) bounty,
anything," * appellant expressed herself quite and the character of the testamentary act" (Art.
strongly in this wise: 799, Civil Code). As early as 1955, when she
After all if the worst comes to the was examined by the family physician, Dr.
worst it is better that I who am a Romero de Arcos and by a qualified
member of the family should psychiatrist, Dr. Jose Germain, she was
cheat Tia Marie rather than an already suffering from pre-senile dementia, a
absolute stranger. degenerative mental, infirmity that was
The same fear was reiterated in her letter of described by them as "a progressive and
February 2, 1957 (Exh. 3-E); irreversible process." The manifestations of this
... Que chasco y disgusto condition are amply illustrated in the letters
tendriamos si resultase Irene la written by appellant herself as well as in the
heredera de los Tios. Cosa muy testimony of her uncle, Jose Eugenio Ramirez.
posible conociendo las cosas que In fact these two were convinced that the
ha hecho y lo engañados que testatrix should be placed under judicial
tenia a los pobres Tios. guardianship, and actually took the initial steps
A subsequent letter of appellant, dated April 9, towards that end. Appellant's subsequent turn-
1957 (Exh. 2-K), this time addressed to her about in her opinion of the testatrix' mental
brother Horacio, reveals a significant condition is of course understandable,
development. Apparently the 1949 will, wherein considering that in the will she is named as
Jose Maria Ramirez, appellee herein, was sole and universal heir. But precisely for this
mentioned as one of the heirs, had been reason not much reliance can be placed upon
changed with a new one eliminating him. her testimony to the effect that the testatrix was
Appellant wrote to her brother: possessed of the necessary testamentary
Enclosed am sending Tia Marie's letter capacity.
to you. As you will note the date is Feb. The most pertinent evidence in behalf of
2nd. I am doing this so that the letter appellant is the testimony of the notary public
appears to have been written before her before whom the will in question was executed
new will. Keep her letter where it will be and the testimony of two of the three
clear to see that the reason why Boby instrumental witnesses. The notary public,
(appellee) does not appear in her new Braulio Nolasco Carrasquedo, gave the
will is because he intended to take Tio following statements on the subject of the
Ramon to the "Tribunates," so if Boby by testatrix' mental condition:
any chance tries to contend it you will
have her letter as a farther proof that is 17. Sabe usted cual era el estado mental de
what she had every intention to do. So dicha senora cuando otorgo el testamento
Cillo (Horacio) for goodness sake keep anexo 1?
it in a safe or in the bank until you will R. A mi juicio estaba bien.
have use of it. Tear this letter no sooner 18. Haga usted el favor de explicar su
read in case it falls into wrong hands. contestacion a la pregunta anterior.
The less people know of the new will the R. No selo que quieren decir con esa pregunta.
better in case action should be taken Yom juzgo que ella estaba capacitada y hay
against it. una clausula all de que esta capacitada
The foregoing letter appears quite legalmente.
conspiratorial, as, though the will referred to in 19. Diga usted si Doña Maria Garnier Garreau
it had been obtained by appellant in order to se daba cuenta de que estaba otorgando un
cut off Boby (appellee) from any share in the testamento?
inheritance, and the enclosed letter of the R. Se contesta con la repuesta anterior, pues
testatrix had been antedated to February 2 so si estaba capacitada sabia lo que hacia.
70
that it would appear "to have been written 20. Diga usted si la testadora recordaba sus
before her new will." For some reason not propriedades?
Page
R. Supongo que si aunque el en testamento no R. Yo quicro decir que esta senora como
se permite a menos que se hagan legados, hablaba algo diferente de nosotros todo lo que
pero aqui es un testamento en terminos pudiera hablar no me entraba bien si ella
generales. hablaba con la sobrina, pero el lenguaje de
21. Diga usted si la testadora recordaba sus ellas no lo entendia y no se si podian hablar de
parientes? propiedades u otras cosas.
R. No puedo decir eso pero ella estaba con su P. But did the testatrix talk about her relatives
sobrina, aunque supongo que recordara a sus on that occasion?
parientes. R . Yo oi que ella hablaba con la senorita que
le acompafiaba y creo que tenian parentezco
As may be noted, the foregoing pero hablaban en el idioma de ellas.
statements of the notary public are far from
satisfactory. They are vague and evasive, and Three additional witnesses, by way of
tend to beg the very issue. Thus the witness rebuttal, were presented by appellant. The first
could not say, but merely supposed, that the was Dr. Suils Perez, whose deposition is
testatrix had a recollection of her properties or marked Exhibit Q. He said that as a neurologist
of the relatives who would logically inherit from and a psychiatrist he was called several times
her and when asked to explain his answer to in 1957 to Marie Garnier Garreau. His
the question concerning her mental state, he diagnosis was that she had a "brain lesion"
simply referred to the certification in the will on "(lesion en el cerebro), but had a mentality
that point. It would seem that he was aware corresponding to her age. "Era una mujer que
that he had no sufficient basis for a categorical en interes o atencion dejaba mucho que
opinion on the subject, and so declined to fully desear salvo en las cosas que le interesaban
commit himself. ... En un test que se hubiera hecho con ella
Manuel Gomez Tortajada was one of hubieramos visto resultados contradictorias
the instrumental witnesses. He affirmed that segun el momento de atencion en que se lo
the testatrix was in "perfect" mental condition at hicieramos que era muy variable."
the time of the execution of the will; that she The foregoing testimony leaves much to
knew "perfectly" that he was executing a will; he desired insofar as the issue of testamentary
that on another occasion she had even told capacity is concerned: no reference
him about certain properties of hers, and about whatsoever was made therein to the very
her relatives, who were a niece and a sister of elements of that issue, such as capacity to
that niece. The testimony of this witness on comprehend the nature of the testamentary
deposition gives the distinct impression of act, the recollection of the properties to be
officiousness, of pretending to be more disposed of and of the relatives who might
intimately familiar with the affairs of the have a claim upon the testatrix' generosity.
testatrix than their casual acquaintance Salustiano Reyero, a priest, was the
justified. In any case his affirmation of the second rebuttal witness for appellant, whose
testatrix "perfect" mental condition was so testimony was given in the form of deposition.
obviously an exaggeration in the face of the The testatrix, he said, was in possession of her
clear and convincing evidence to the contrary mental faculties, reacted well to questions
that it only serves to weaken his credibility. directed at her, and even told him that she had
The other instrumental witness was a house in Paris. His impression was that she
Antonio Fernandez Caballero. He likewise was not susceptible to suggestion coming from
affirmed the good condition of the testatrix' or influence exerted by other persons.
mental faculties, saying that she had a However, he qualified his assertions as follows:
recollection of her properties as well as of her algunos ratos parecia que estaba alelada,
relatives. The affirmation is rather strange' not "algunes veces note" eso cuando fui, y estaba
to say incredible, considering that he met the como si no tuviera interest." Asked whether the
testatrix for the first and only time in the office testatrix remembered things normally, this
of the notary public on the occasion of the witness answered: "Algunas veces no, cuando
execution of the will, and that all that took place estaba ya Lily con ella que fue cuando la vi,
then was that the said will was read by the porque no iba a ver a la difunta precisamente
notary and then signed by the testatrix, the sino a Lily, y despues cuando volvia yo ya no
witnesses and the notary himself. And se acordaba de que habia estado yo alli."
according to the latter he did not ask her Gonzalo Conejos Fernandez was the
anything about her properties or her relatives. third rebuttal witness, also by deposition. A
Indeed this instrumental witness admitted that lawyer by profession, he said he was consulted
he did not understand the language spoken by by the testatrix, after he came to know her in
71
the testatrix on that occasion: 1956, about certain personal matters, among
them the revocation of a power-of-attorney
Page
given to Jose M. Cavanna and the designation que era sobrino de la difunta no le
of another in his place as well as the consideraba acreedora ser heredero de
proceedings for the adoption of appellant by ella.
the said testatrix. She consulted him also about If the foregoing were true, and had indeed
what kinds of wills were permitted under the been confided to the witness by the testatrix, it
Spanish law, and told him that she had is strange that she should cut off from her new
previously made a will in Manila where she will not only the appellee but also the other
was leaving her properties to her niece Lily, to nephew, Horacio Ramirez, appellant's full
a brother or a sister of the latter and to a "senor brother who was one of the heirs mentioned in
Ramirez," (evidently referring to appellee), but the previous will executed in Manila and
that because of certain actuations of appellee against whom the testatrix entertained no
which did not please her she did not consider grievance.
him deserving of being her heir. The witness The issue here is essentially one of fact,
was present at the execution of the will in and involves an appraisal of the conflicting
question on May 24, 1958, and he noted, he evidence presented by the parties. That issue
said, that she was aware of the nature of the was addressed in the first instance to the trial
act in which she was engaged and that she Judge, and we cannot say that his conclusion
had a recollection of her relatives and as to the testamentary incapacity of the
properties. From the tenor of his testimony the testatrix is erroneous. It is based mainly on
testatrix was a completely normal person expert medical testimony to the effect that her
during the period of their acquaintance; she mental infirmity was observed by the family
was never absent-minded (alelada); and he did physician as far back as 1953 and confirmed in
not know that she was suffering from cerebral 1955 by a competent psychiatrist, who
arteriosclerosis or from pre-senile dementia. described the process of the mental
The testimony of this witness was not degeneration as progressive and irreversible;
given weight by the trial court. It does suffer on the written admissions and declarations of
from the view point of credibility. He was appellant herself, who would have no motive
presented as a rebuttal witness, who had been then to falsify the facts; and on the testimony of
present during the taking of the depositions of the testatrix' brother-in-law, Jose Eugenio
the previous witnesses for appellant. He was Ramirez. On the question of credibility, we find
therefore in a position to cure, as he apparently no ground to disregard such evidence in favor
tried to do, the weaknesses in their statements. of the vague, inconclusive statements of the
Although he was present when the will was notary public who authenticated the will and of
executed, he actually remained in another the two instrumental witnesses, nor even of the
room, the "antesala," which was separated by testimony of the rebuttal witnesses, the more
a glass partition from the room where the categorical character of whose affirmations
testatrix, the notary public and the instrumental only serve to weaken their credibility,
witnesses transacted the business at hand. conflicting as they do not only with the
The witness was quite elaborate about evidence for appellee but also with that given
the motive behind the execution of the new will by the other witnesses for appellant.
making appellant the sole heir. He said: IN VIEW OF THE FOREGOING
... esta Senora (testatrix) me dijo que CONSIDERATIONS, the order appealed from
tenia otorgado un testamento en Manila is affirmed, with costs against appellant.
distribuyendo la herencia entre Lily, una
hermana o hermano, y un Señor Footnotes
Ramirez (appellee), y que el motive de * Irene was the maid of the
decidir que toda su herencia fuera de testatrix.
Lily, rectificando su anterior testamento, ** Exh. 2-B, letter of July 15,
era debido aparte de las 1956, addressed to Jose Eugenio
consideraciones de tipo afectivo a que Ramirez.
me he referido al hecho de que ella
estuvo casada con un Senor Ramirez,
hijo natural de su padre, y que este
Senor tenia un hijo legitimo, y a pesar
de Ilevarse en buenas relaciones,
cuando murio el hijo (evidently referring
to appellee) de este hijo legitime quiso
anular las disposiciones de su padre
que no distinguio entre Ia condicion
72
acted by mistake or did not intend the of the Philippines, from that portion thereof
where the court refused to decide the question
Page
of ownership of the thirteen lots already signatures purporting to be those of Vito
mentioned. Borromeo on the document Exhibit "A" and its
copies were forgeries; that they were too good
The proponents of the disputed will, mainly and too perfect signatures and, therefore, quite
with the testimony of the three attesting impossible for the deceased — an ailing man
witnesses, Cornelio Gandionco, Filiberto already 82 years old on May 17, 1945 — to
Leonardo and Eusebio Cabiluna, sought to write; that he was found "positive for bacillus
prove the following facts: leprosy" by Dr. Antonio Garcia as early as
1926 or 1927, having been treated for it
In the morning of May 17, 1945, Tomas consistently by injections of chaulmoogra oil
Borromeo, complying with the request of Vito administered by Dr. Max Borromeo and Dr.
Borromeo, went to the house of Atty. Filiberto Cornelio Gandionco; that Vito Borromeo's
Leonardo to request him to be a witness at the usual signatures during his better days had
execution of the latter's last will. Dr. Cornelio always been characterized by certain
Gandionco, who at the time happened to be in flourishes, technically called "rubric"; that Vito
the house of Leonardo, was likewise requested Borromeo had also reared and educated two of
to act as such. Together, the three went to the the oppositors, Crispin Borromeo and the late
residence of Vito Borromeo at Ramos Street, Teofilo Borromeo and there was no
Cebu City. Upon their arrival the third witness, conceivable reason why they were left out in
Eusebio Cabiluna, who was living on the the will, if any such will had really been made
ground floor of the house, was asked to come by him knowingly; that the testamentary
upstairs. Thereafter, in their presence, Vito witness Cornelio Gandionco, is a nephew of
Borromeo executed first, the document Exhibit the other witness, Filiberto Leonardo, and was
"F" (deed of confirmation of an alleged the fiance of Angeles Borromeo, a sister of
previous sale to Cebu Arcade Company, T. L. Tomas Borromeo, one of the instituted heirs;
Borromeo y Cia.) witnessed by Gandionco and that the third testamentary witness, Eusebio
Cabiluna. Later, Vito Borromeo, being of sound Cabiluna is the real father of Fortunato
and disposing mind, and without pressure or Borromeo, another instituted heir, who
influence exerted on him, dictated the admittedly grew up and was reared by Vito
substance of his will to Tomas Borromeo, who Borromeo and his wife Juliana Evangelista
in turn typewrote it in proper legal language. since he was barely three months; that Amelia
The document was then read by Vito Borromeo, the third instituted heir, is a younger
Borromeo, who later signed and thumbmarked sister of Tomas Borromeo and dependent upon
it (Exhibit "A") and carbon copies thereof him; that on May 17, 1945, the deceased's
(Exhibits "E" and "K") in the presence of the leprosy was so far advanced that the fingers of
attesting witnesses, who, in turn, signed the his right hand were already hardened and
will and its copies in the presence of Vito atrophied, this making it difficult, if not
Borromeo and of each other. impossible, for him to write; and that on the
same date, his sense of hearing and his
Proponents also placed the Rev. Fr. Julio eyesight had been considerably impaired, his
Corres, a Spanish Catholic priest who was the eyes being always watery due to the progress
confessor of Vito Borromeo from 1942 to 1946, of his leprosy.
the Rev. Fr. Sergio Alfafara, who was his
confessor from 1946 to 1947, and Vicenta The oppositors also presented Felipe Logan of
Mañacap, a mid-wife who lived in the testator's the National Bureau of Investigation and Jose
house and had served him from May 1945 up G. Villanueva, as handwriting experts, who
to his death on March 30, 1952 on the witness testified, after examining the supposed
stand. The gist of their testimony is to the effect signatures of the deceased in Exhibit "A" and
that at the time of the execution of the will, Vito comparing them with his accepted standard
Borromeo was still strong and could move signatures, that the questioned signatures
around freely with the aid of a cane; that he were forgeries. The proponents, however,
was still mentally alert and was a man of strong presented their own handwriting expert, Martin
will; that his right hand was unimpaired and he Ramos, who testified to the contrary.
could write with it unaided; that as a matter of
fact — according to Vicenta Mañacap — he The trial court refused to believe the testimony
still wrote personal letters to Tomas Borromeo, of the attesting witnesses and, as a result,
could eat by himself and even played the denied the petition for probate, because, in its
piano. opinion, they appeared not to be "wholly
disinterested persons" and because of the
74
On the other hand, the oppositors presented serious discrepancies in their testimonies with
several witnesses who testified that the respect to the number of copies made of the
Page
disputed document. The court also found that uncertain and confused; that a certain stage of
the physical condition of the deceased at the his examination, he said that only two copies of
time of the execution of the questioned the will were prepared — the original and one
document was such that it was highly carbon copy — while at another stage he
improbable, if not impossible, for him to have affirmed that he did not know whether or not
affixed his signatures on the documents there was a duplicate and that all he could say
Exhibits A, E and K in the spontaneous and was that he had affixed his
excellent manner they appear to have been signature three times (Transcript, Marquiala,
written. Thus, the court was also led to believe August 22, 1958, pp. 49-50). In truth, however,
the testimony of the handwriting experts for he really signed six (6) times — twice on the
oppositors, — adverse to the genuineness of original and twice on each of the two copies.
the signatures of Vito Borromeo on the Adding confusion to the situation is the answer
questioned document — more than that of the he gave when he was asked if Vito Borromeo
handwriting expert presented by the also signed the carbon copy, to which his
proponents of the will. answer was "I did not see" (Idem., p. 50).
It seems clear, therefore, that the main issue to On the other hand, the other subscribing
be decided in the present appeal is whether or witness, Atty. Filiberto Leonardo, testified
not the evidence of record is sufficient to prove categorically that there were only the original
the due execution of the will in and one carbon copy of the will and that the
question.1äwphï1.ñët testator and all the subscribing witnesses
signed both (Transcript, Marquiala, December
It must be conceded that in this jurisdiction, the 23, 1953, pp. 167, 210, and 218). However, the
subscribing witnesses to a contested will are naked and highly disturbing fact is that,
regarded as the best witnesses in connection contrary to what is inferable from the vacillating
with its due execution. It is similarly true, testimony of Cabiluna and the categorical
however, that to deserve full credit, their test, assertion of Atty. Leonardo, the proponents of
testimony must be reasonable and unbiased, the questioned will themselves
and that, as in the case of any other witness, presented three copies of said will; the original,
their testimony may be overcome by any a carbon duplicate copy and a carbon triplicate
competent evidence — direct or circumstantial copy, now in the record as Exhibits A, E and K,
(Board, etc. vs. Shasser, 10 Kan. 585, 168 respectively.
Pac. 836 [1917]).
While it is true that the testimony of these
It is also an appellate practice of long standing subscribing witnesses was given around eight
in this jurisdiction to accord great weight to the years after the alleged execution of the
findings of fact made by the trial court and not questioned will, still we believe that the
to disturb them unless said court had failed to transaction in which they claim to have taken
consider material facts and circumstances or an important part is of such character and
had given undue weight to, or misconstrued importance that it can not be a very easy
the testimony of particular witnesses, the matter for anyone of them to have a hazy
reason for this being that the trial judge had full recollection of the number of copies signed by
opportunity to hear and observe the conduct the testator and by them. Stranger still would it
and demeanor of the witnesses while testifying be for them to say something in open
and was consequently in a better position than contradiction with the reality on the matter. If,
the reviewing court to determine the question as may be clearly deduced from their testimony
of their credibility. While this is not applicable to — Cabiluna and Leonardo's — there was only
the present case because His Honor, the judge the original and one copy signed by the
who penned the appealed decision was not the testator and the subscribing witnesses, why is
same judge before whom the evidence of the it that three — original and two copies — were
parties was presented, it must be stated that, really in existence and were produced in court
judging from the carefully written decision during the trial?
under review, it was only after a thorough study
of the record that His Honor arrived at the In the case of the third subscribing witness, Dr.
conclusion that the subscribing witnesses do Cornelio Gandionco, the imputation was made
not appear to be wholly disinterested persons. by two witnesses, Dr. Teofilo Borromeo and
Judge Crispin Borromeo, that he was the
On the matter of the number of copies made of fiance of Angeles Borromeo, sister of Tomas
the questioned will allegedly signed by the Borromeo, who is one of the three heirs
75
testator and the three subscribing witnesses, instituted in the questioned will, evidently to
His Honor found that Cabiluna was very show that he is not a completely disinterested
Page
witness. The evidence to this effect appears to a total of six alleged signatures of the testator.
have remained unimpeached, although the They are all well written along a practically
proponents of the will could have done it by straight line, without any visible sign of tremor
calling on Dr. Gandionco himself or on Angeles or lack of firmness in the hand that wrote them.
Borromeo to deny the imputation. In fact, in the respects just adverted to, they
appear better written than the unquestioned
Moreover, the evidence also disclose that Dr. signatures, of attesting witnesses Gandionco
Gandionco was the uncle of the other and Cabiluna, inspite of the fact that on the
subscribing witness, Atty. Leonardo, and that, date of the alleged execution of the will (May
in fact, they were living together at the time of 17, 1945) the testator was considerably older
the alleged execution of the will. This and in a much poorer physical condition than
circumstance — apparently trivial — can not be they. According to the evidence, the testator
taken lightly because in view of appellee's was then a sick man, eighty-two years old, with
claim that Angeles Borromeo was the fiance of the entire left half of his body paralyzed since
Dr. Gandionco, it would not be unreasonable to six years before, while the oldest attesting
entertain the suspicion that both subscribing witness (Cabiluna) was around sixty-five years
witnesses were not wholly disinterested. of age and Leonardo and Gandionco were only
Material to this point is the fact established by forty-four and forty-five years old respectively,
the evidence that Atty. Leonardo was the and were all in good health. Despite the
notary public before whom the document obviously very poor physical condition of the
Exhibit 4-A — which purports to convey to a testator, Leonardo claims that he signed the
partnership controlled by the heirs instituted in alleged will unaided, writing his name thereon
the questioned will thirteen parcels of land slowly but continuously or without interruption,
situated in the commercial center of Cebu City and that, on the same occasion, he signed his
— was supposedly acknowledged by the name several times not only on the original of
testator on the same date May 17, 1945. the will and its copies but also on the original
and several copies of the alleged confirmatory
In the light of the foregoing, We can not see sale Exhibit F-1 and on his residence
our way clear to holding that the trial court certificate. Considering all the attendant
erred in refusing to give full credit to the circumstances, we agree with the lower court
testimony of the three subscribing witnesses. that Vito Borromeo could not have written the
questioned signatures.
It has also been held that the condition and
physical appearance of a questioned document In view of what has been said heretofore, We
constitute a valuable factor which, if correctly find it unnecessary to examine and consider in
evaluated in the light of surrounding detail the conflicting testimony of the
circumstances, may help in determining handwriting experts presented by the parties:
whether it is genuine or forged. Subscribing Martin Ramos by the proponents of the will, to
witnesses may forget or exaggerate what they sustain the genuineness of the questioned
really know, saw, heard or did; they may be signatures, and Felipe Logan and Jose G.
biased and, therefore, tell only half truths to Villanueva, by the oppositors, to prove that
mislead the court or favor one party to the said signatures are forgeries. We shall limit
prejudice of the other. This can not be said of ourselves in this connection to quoting with
the condition and physical appearance of the approval the following portion of the appealed
questioned document itself. Both, albeit decision:
silently, will reveal the naked truth, hiding
nothing, forgetting nothing, and exaggerating What the Court finds to be a weakness
nothing. For this reason, independently of the in the conclusions of Martin Ramos,
conflicting opinions expressed by the based on his comparative examination
handwriting experts called to the witness stand of the questioned and standard
by the parties, we have carefully examined and signatures of Vito Borromeo, is his
considered the physical appearance and apparent assumption that all the
condition of the original and two copies of the signatures were made by Vito Borromeo
questioned will found in the record — under equality or similarity of
particularly the signatures attributed to the circumstances, that is, that in all
testator — and We have come to the instances Vito Borromeo had normal
conclusion that the latter could not have been use of both of his hands, — the right
written by him. and the left. He failed to take into
account that when Vito Borromeo
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Upon the face of the original and two copies of allegedly affixed those signatures on
the contested will (Exhibits A, E and K) appear May 17, 1945 on Exhibits 'A', 'E', and 'K'
Page
the left portion of his body, including the We believe, and so hold, that the resolution of
left hand, was already paralyzed, and the lower court on this matter is correct
Vito Borromeo was represented to have because said court, acting in its capacity as a
written his name alone by himself and probate court, had no jurisdiction to determine
unaided. Maybe, if he was previously with finality the question of ownership involved.
apprised of those circumstances, he That such matter must be litigated in a
would hesitate to make the conclusion separate action has been the established
that those flawless signatures reading jurisprudence in this jurisdiction (Ongsinco vs.
Vito Borromeo, written straight and in a Borja, L-7635, July 25, 1955; Mallari vs.
form as good as, if not better than, the Mallari, L-4656, February 23, 1953; Garcia vs.
signatures of three much younger Martin, G.R. No. L-9233, June 29, 1957;
attesting witnesses, were positively in Cordova vs. Ocampo, 73 Phil. 661; Pascual vs.
the handwriting of the 82-year old, Pascual, 73 Phil. 561 and others), except
ailing, and paralytic Vito Borromeo. The where a party merely prays for the inclusion or
Court consequently, finds itself not exclusion from the inventory of any particular
disposed to adopt his conclusions, but property, in which case the probate court may
on the contrary is inclined toward the pass upon provisionally, the question of
views of the other two experts inclusion or exclusion, but without prejudice to
witnesses, Felipe Logan and Jose G. its final determination in an appropriate
Villanueva. separate action (Garcia vs. Garcia, 67 Phil.
353; Marcelino vs. Antonio, 70 Phil. 388;
As stated at the outset, the contested will is Guinguing vs. Abuton, 48 Phil. 144, 147).
claimed to have been signed
and thumbmarked by the testator. An In view of all the foregoing, the decision
examination of the thumbmarks, however, appealed from is affirmed, with costs.
readily shows that, as the lower court found,
the same are "glaringly far from being distinct
and clear"; that "they are not a possible means
of identification" nor can "they possibly be
identified to be those of Vito Borromeo, or for
that matter, of any other person whatsoever". It
is, therefore, obvious, that they are of little use
in the resolution of the issue before Us.
attestation clause.
Alejandro and Juan Gonzales) which provides estaba inconsciente, durmiendo
as follows: constantemente y no se le podia,
Ako, MANUEL YBARRA VDA. DE despertar, tenia la respiracion fatigosa,
GONZALES, may sapat na gulang at lenta y con estertores, y no podia
naninirahan sa ciudad ng Rizal, may levantarse, asi que yo perscribi que
mahusay at wastong pag-iisip at diera el alimento por medio de
mabuting pagtatanda, sa pamamagitan hypodermoclysis, o sea por medio de
ng kasulatang ito at bilang huling inyecciones.
kapasiyahan ay sinasaysay ko ito at Sr. PAMINTUAN.—Quisieramos saber,
ipinahahayag sa ngayon sa alin mang Su Señoria, si se presenta al testigo
testamento o huling habilin na como experto?
napirmahan kong una sa kasulatang ito Sr. SERRANO.—Tambien quisiera
ay pinawawalan ko ng saysay at saber si se presenta como madico de la
kabuluhang lahat pagkat hindi iyong familia o como medico experto?.
tunay kong kalooban ngayon. Sr. ARCEGA.—Presento al testigo
Sa katunayan ng lahat ng ito at como medico de cabecere y como
sa pagkat hindi ako makalagda ngayon medico experto al mismo tiempo.
ang pina-kiusapan si Constancio Padilla P. Y que hicieron en el hospital en
na ilagda ako sa kasulatang ito ngayon vista de sus instrucciones?—R.
ika-17 ng Noviembre ng taong ito 1948, Cumplieron la prescripcion mia.
dito sa ciudad ng Pasay. P. Que sucedio con respecto al
estado de la paciente?—R. La paciente
Appellee Manolita G. de Carungcong, a medida que pasaban los dias se
like Manuel Gonzales (as appellee), contends quedaba grave cada vez y mas graves
that the testatrix lacked the testamentary los sintomas aun que al primer dia en
capacity when she allegedly executed the que fue ella llevada al hospital.
instrument of revocation, and their contention P. Volviendome a la condicion de la
was sustained by the trial court. We have paciente, en que estado se encontraba
examined the record and found no valid reason Doña Manuela I. Vda. de gonzales el 14
for reversing the finding of said court which had de noviembre de 1948 antes de
the benefit of observing and hearing the ingresarla en el hospital?—R. La
witnesses testify. Upon the other hand, the encontre con aphasia, no podia hablar
following considerations amply support the inteligentemente.
appealed decision:. "P. Puede usted explicar al Juzgado
1. For more than ten years prior to her el curso de la enfermedad de Doña
death, the testatrix had suffered from Manuela I. Vda. de Gonzales?—R.
hypertension. On November 14, 1948, she had Estuvo agravandose desde el segundo
aphasia and on November 15, 1948, she was dia en que fue ingresada al hospital, y
taken to the hospital upon advice of the family desde ese dia orinaba y deponia en la
physician, Dr. Jose C. Leveriza. In the letter cama inconscientemente.
introducing her to the hospital authorities xxx xxx xxx
(Exhibit E—Manuel Gonzales), Dr. Leveriza (t.s.n., Laquindanum, March 21, 1949,
stated that the testatrix was suffering from pp. 24-26.)
hypertension and cerebral thrombosis. P. Explique usted al Juzgado el
Particularly on November 18, 1948, when the curso de la enfermedad de la paciente
alleged instrument of revocation was executed haciendo referencia de las fechas que
by her, the testatrix was in a comatose and aparecen en los Exhibitos 3 y 3-4?—R.
unconscious state and could not talk or El noviembre 14, ordene el ingreso de la
understand. The following is the testimony of paciente al Mercy Hospital, porque tuvo
Dr. Leveriza portraying the physical condition paralisis parcial en la lengua,
of the testatrix up to November 18, 1948: probablemente de origen embalismo o
P. Y que hizo usted cuando Doña thrombosis cerebral, y como ya era de
Manuela I. Vda. de Gonzales ya estaba noche no se llevo al hospital, sino el dia
en el hospital?—R. Me fui alla para 15 de noviembre en donde le he hecho
examinarla. dos visitas; la condicion de la paciente
P. Cual era el resultado de su continuo empeorando hasta el dia 25 de
examen?—R. Cuando fue al hospital a noviembre en que sobrevino la
examinarla en el primer dia via que la complicacion de pneumonia hypostatica
aphasia se agravo, o sea que ha hasta que fallecio el noviembre 27,
86