Sie sind auf Seite 1von 13

The attestation clause shall..

I hereby manifest that every sheet of the aforesaid testament, on the left-
hand margin as well as the testament itself have been signed by me as also
each of the witnesses has also signed in my presence and in the presence
of each other.
G.R. No. L-3497 May 18, 1951

THE MATTER OF THE PROBATE OF THE LAST WILL AND TESTAMENT OF (Sgd.) JOSE VENZON
JOSE VENZON. VALENTINA CUEVAS, petitioner-appellee,
vs.

Witnesses:

Jose Venzon died, leaving a will. In said will the deceased instituted as his heirs, (Sgd.) NESTORIO TRINIDAD
Valentina Cuevas, his widow and Rosario Asera Venzon, his daughter. He named his (Sgd.) BALDOMERO L. ACHACOSO
widow as executrix of the will. Valentina Cuevas filed a petition for the probate of said (Sgd.) PROCESO CABAL.
will.
The clause is the attestation clause reffered to in the law which substantially complies
Pilar Achacoso filed an alternative petition for the probate of a previous will executed with the requirements of the law. The only apparent anomaly we find is that it appears
by the deceased praying that, if the will submitted by the widow be rejected, the other to be an attestation made by the testator himself more than by the instrumental
will be admitted to probate. In the previous will, among the heirs instituted is Pilar witnesses. This apparent anomaly, as to affect the validity of the will, it appearing that
Achacoso. Pilar Achacoso objected to the probate of the second will executed by the right under the signature of the testator, there appear the signatures of the three
deceased. instrumental witnesses.

The main error assigned refers to the alleged lack of attestation clause in the will "Instrumental witness, as define by Escriche in his Diccionario Razonado de
under consideration, or to the fact that, if there is such attestation clause, the same Legislacion y Jurisprudencia, Vol. 4, p. 1115, is one who takes part in the execution of
has not been signed by the instrumental witnesses, but by the testator himself, and it an instrument or writing" (In re will of Tan Diuco, 45 Phil., 807, 809). An instrumental
is claimed that this defect has the effect of invalidating the will. witness, therefore, does not merely attest to the signature of the testator but also to
the proper execution of the will. The fact that the three instrumental witnesses have
signed the will immediately under the signature of the testator, shows that they have
The will in question, after reciting in separate paragraphs, and under correlative
in fact attested not only to the genuineness of his signature but also to the due
numbers, the provisions of the will, winds up with the following clause:
execution of the will as embodied in the attestation clause.

IN WITNESS WHEREOF, I sign this testament or last will in the municipality


The attestation clause in question bears close similarity with the attestation clause in
of Iba, Zambales, Philippines, this 10th day of October, 1945, in the
the will involved in Aldaba vs. Roque, (43 Phil., 378). In that case, the attestation
presence of the three witnesses, namely Dr. Nestorio Trinidad, Don
claused formed part of the body of the will and its recital was made by the testratrix
Baldomero Achacoso, and Mr. Proceso Cabal as instrumental witnesses to
himself and was signed by her and by the three instrumental witnesses. In upholding
my signing; this testament is written in three (3) sheets marked by letter "A",
the validity of the will, the court said:
"B" and "C" consecutively on top of each sheet and upon my request and in
my presence and also in the presence of each of the aforesaid instrumental
witnesses, they also signed this testament already reffered to. In reality it appears that it is the testratrix who makes the declaration about
the points in the last paragraph of the will; however as the witnesses
together with the testratrix, have signed the said declaration, we are of the

1 | SUCCESSION
opinion and so hold that the words above quoted of the testament constitute 2. That the testatrix did not request Attorney Almario to write her name and surname
a sufficient compliance with the requirements of Act No. 2645. on the spaces of the will where she should place her thumbmarks;

As was said in one case, So when an interpretation already given assures such ends, 3. That the will in question was not signed by the testatrix on the date indicated
any other interpretation whatsoever, that adds nothing but demands more requisites therein;
entirely unnecessary, useless and frustrative of the testator's will, must be
disregarded." (In re will of Tan Diuco, supra, p. 811.) (Emphasis supplied.) 4. That the testatrix never made the will in question; and

Expressive of this liberal view of interpretation, are also the following rules embodied 5. That on the date the will in question was executed, the testatrix was no longer in a
in the new Civil Code. These provisions, although not directly applicable, are physical or mental condition to make it.
however, significant because they project the point of view of our legislature when it
adopted them having in view the existing law and jurisprudence on the matter. We have found that the testatrix Leoncia Tolentino, notwithstanding her advanced age
of 92 years, was in good health until September 1, 1933. She had a slight cold on
. 788. If a testamentary disposition admits of different interpretations, in case said date for which reason she was visited by her physician, Dr. Florencio Manuel.
of doubt, that interpretation by which the disposition is to be operative shall Said physician again visited her three or four days later and found her still suffering
be preferred. from said illness but there was no indication that she had but a few days to live. She
ate comparatively well and conserved her mind and memory at least long after noon
Art. 791. The words of a will are to receive an interpretation which will give to of September 7, 1933. She took her last nourishment of milk in the morning of the
every expressions inoperative; and of two modes of interpreting a will, that is following day, September 8, 1933, and death did not come to her until 11 o'clock
to be preferred which will prevent intestacy. sharp that morning.

(The will of the testatrix Leoncia Tolentino was prepared by Atty. Macariano Almario.
G.R. No. 42258 September 5, 1936 The will was written by Atty. Almario in his own handwriting and was written in
Spanish as instructed by the testatrix. After the testatrix placed her thumbmark,
In re Will of the deceased Leoncia Tolentino. VICTORIO PAYAD, petitioner- Almario signed the three pages of the will in the presence of the testatrix and the
appellant, witnesses and that the latter signed in presence of each other.)
vs.
AQUILINA TOLENTINO, oppositor-appellant. The will in question was prepared by Attorney Marciano Almario between 11 and 12
o'clock noon on September 7, 1933, in the house of the testatrix Leoncia Tolentino,
after she had expressed to said attorney her desire to make a will and bequeath her
DIAZ, J.:
property to the petitioner Victorio Payad in compensation according to her, for his
diligent and faithful services rendered to her. Victorio Payad had grown up under the
There are two motions filed by the oppositor Aquilina Tolentino, pending resolution: care of the testatrix who had been in her home from childhood. The will was written
That of January 29, 1935, praying for the reconsideration of the decision of the court by Attorney Almario in his own handwriting, and was written in Spanish because he
and that of the same date, praying for a new trial. had been instructed to do so by the testatrix. It was later read to her in the presence
of Pedro L. Cruz, Jose Ferrer Cruz, Perfecto L. Ona and other persons who were
The oppositor bases her motion for reconsideration upon the following facts relied then present. The testatrix approved all the contents of the document and requested
upon in her pleading: Attorney Almario to write her name where she had to sign by means of her
thumbmark in view of the fact that her fingers no longer had the necessary strength to
1. That the testatrix did not personally place her thumbmark on her alleged will; hold a pen. She did after having taken the pen and tried to sign without anybody's
help. Attorney Almario proceeded to write the name of the testatrix on the three pages

2 | SUCCESSION
composing the will and the testatrix placed her thumbmark on said writing with the de Leon, two days before the death of the testatrix, or on September 6, 1933, she
help of said attorney, said help consisting in guiding her thumb in order to place the could not even open her eyes or make herself understood.
mark between her name and surname, after she herself had moistened the tip of her
thumb with which she made such mark, on the ink pad which was brought to her for The testimony of said witnesses is not sufficient to overthrow, or discredit the
said purpose. Said attorney later signed the three pages of the will in the presence of testimony of the petitioner-appellant or that of Attorney Almario and the three
the testatrix and also of Pedro L. Cruz, and Jose Ferrer Cruz and Perfecto L. Ona, instrumental witnesses of the will because, to corroborate them, we have of record
who, in turn, forthwith signed it successively and exactly under the same the testimony of the physician of the deceased and the accountant Ventura Loreto
circumstances above stated. who are two disinterested witnesses, inasmuch as the outcome of these proceedings
does not affect them in the least. The two testified that two, three or four days before
In support of her claim that the testatrix did not place her thumbmark on the will and the death of the testatrix, they visited her in her home, the former professionally, and
that she never made said will because she was no longer physically or mentally in a the latter as an acquaintance, and they then found her not so ill as to be unable to
condition do so, the oppositor cites the testimony of Julian Rodriguez, Gliceria move or hold a conversation. They stated that she spoke to them intelligently; that
Quisonia, Paz de Leon and her own. she answered all the questions which they had put to her, and that she could still
move in spite of her weakness.
Julian Rodriguez and Gliceria Quisonia testified that they had not seen Attorney
Almario in the morning of September 7, 1933, in the house of the deceased where In view of the foregoing facts and considerations, we deem it clear that the oppositor's
they were then living, and that the first time that they saw him there was at about 12 motion for reconsideration is unfounded.
o'clock noon on September 8th of said year, when Leoncia Tolentino was already
dead, Gliceria Quisonia stating that on that occasion Almario arrived there The oppositor's motion for a new trial is based upon the following facts: (1) That upon
accompanied only by woman named Pacing. They did not state that Almario was her death, the deceased left a letter signed by herself, placed in a stamped envelope
accompanied by Pedro L. Cruz, Jose Ferrer Cruz and Perfecto L. Ona, the and addressed to Teodoro R. Yangco, with instructions not to open it until after her
instrumental witnesses of the will. Said two witnesses, however, could not but admit death; (2) that there are witnesses competent to testify on the letter in question, in
that their room was situated at the other end of the rooms occupied by the deceased addition to other evidence discovered later, which could not be presented at the trial;
herself and by the petitioner Victorio Payad, and that their said room and that of (3) that in the letter left by the deceased, she transfers all her property to Teodoro R.
Victorio Payad are separated by the stairs of the house; that Gliceria Quisonia saw Yangco stating therein that, upon her death, all the property in question should
the deceased only once on the 7th and twice on the 8th, and that Julian Rodriguez become Yangco's. From this alleged fact, the oppositor infers that the deceased
stayed in his room, without leaving it, from 9 to 12 o'clock a. m. on the 7th of said never had and could not have had the intention to make the will in question, and (4)
month. Gliceria Quisonia further stated that in the morning of September 7th, she that said oppositor knew of the existence of said letter only after her former attorney,
prepared the noonday meal in the kitchen which was situated under the house. Under Alejandro Panis, had been informed thereof in May, 1935, by one of Teodoro R.
such circumstances it is not strange that the two did not see the testatrix when, Yangco's attorneys named Jose Cortes.
according to the evidence for the petitioner, she made her will and signed it by means
of her thumbmark. In order to be able to see her and also Almario and the Subsequent to the presentation of the motion for a new trial, the oppositor filed
instrumental witnesses of the will, on that occasion, it was necessary for them to enter another supplementary motion alleging that she had discovered some additional new
the room where the deceased was, or at least the adjoining room where the will was evidence consisting in the affidavit of Attorney Gabino Fernando Viola wherein the
prepared by Attorney Almario, but they did not do so. latter affirms that Victorio Payad had called him on September 5, 1933, to prepare the
will of the deceased but he did not do so because after seeing her he had been
Gliceria Quisonia and Julian Rodriguez also testified that on the 7th the testatrix was convinced that she could not make a will because she had lost her speech and her
already so weak that she could not move and that she could hardly be understood eyes were already closed.
because she could no longer enunciate, making it understood thereby, that in such
condition it was absolutely impossible for her to make any will. The attorney for the
oppositor insists likewise and more so because, according to him and his witness Paz

3 | SUCCESSION
The affidavits of Attorneys Jose Cortes and Gabino Fernando Viola, substantially consciousness and all her mental faculties to capacitate her to dispose of all her
affirming the facts alleged by the oppositor, are attached to both motions for a new property. What Attorney Gabino Fernando Viola may testify pursuant to his affidavit in
trial. question is not and can not be newly discovered evidence of the character provided
for by law, not only because it does not exclude the possibility that testatrix had
The affidavits of Attorneys Jose Cortes and Gabino Fernando Viola are not and somewhat improved in health, which possibility became a reality at the time she made
cannot be newly discovered evidence, and are not admissible to warrant the holding her will because she was then in the full enjoyment of her mental faculties, according
of a new trial, because the oppositor had been informed of the facts affirmed by to the testimony of Pedro L. Cruz, Jose Ferrer Cruz, Perfecto L. Ona, Victorio Payad
Attorney Jose Cortes in his affidavit long before this case was decided by this court. It and Marciano Almario, but also because during the hearing of these proceedings in
is stated in said affidavit that in May, 1935, Attorney Jose Cortes revealed to the the Court of First Instance, Attorney Viola was present, and the oppositor then could
attorney for oppositor the fact that the deceased had left a letter whereby she have very well called him to the witness stand, inasmuch as her attorney already
transferred all her property to Teodoro R. Yangco, and the judgment was rendered knew what Attorney Viola was to testify about, yet she did not call him. The last fact is
only on January 15, 1936, or eight months later. shown by the following excerpt from pages 148 to 150 of the transcript:

The oppositor contends that she had no reason to inform the court of said newly Mr. PANIS (attorney for the oppositor, addressing the court): Your Honor, I
discovered evidence inasmuch as the judgment of the lower court was favorable to should like to present as the last witness Attorney Fernando Viola who was
her. She, however, overlooks the fact that she also appealed from the decision of the called by the petitioner Victoria Payad to prepare the will of the deceased in
lower court and it was her duty, under the circumstances, to inform this court of the his favor on September 5, 1933.
discovery of said allegedly newly discovered evidence and to take advantage of the
effects thereof because, by so doing, she could better support her claim that the COURT: But, Mr. Panis, are you going to testify for Attorney Fernando Viola?
testatrix made no will, much less the will in question. Said evidence, is not new and is Mr. PANIS: No, Your Honor.
not of the nature of that which gives rise to a new trial because, under the law, in
order that evidence may be considered newly discovered evidence and may serve as COURT: Well, where is that attorney? Where is that witness whom you wish
a ground for a new trial, it is necessary (a) that it could not have been discovered in to call to the witness stand? Mr. PANIS: Your Honor, he is busy in the
time, even by the exercise of due diligence; (b) that it be material, and (c) that it also branch, presided over by Judge Sison.
be of such a character as probably to change the result if admitted (section 497, Act
No. 190; Banal vs. Safont, 8 Phil., 276). COURT: And when can he come? Mr. PANIS. I am now going to find out,
Your Honor. If the other party, Your Honor, is willing to admit what said
The affidavit of Attorney Cortes is neither material nor important in the sense that, witness is going to testify in the sense that said Attorney Fernando Viola
even considering it newly discovered evidence, it will be sufficient to support the went to the house of the deceased on September 5, 1933, for the purpose of
decision of the lower court and modify that of this court. It is simply hearsay or, at talking to the deceased to draft the will upon petition of Mr. Victorio Payad; if
most, corroborative evidence. The letter of the deceased Leoncia Tolentino to the other party admits that, then I am going waive the presentation of the
Teodoro R. Yangco would, in the eyes of the law, be considered important or material witness Mr. Fernando Viola.
evidence but this court has not the letter in question before it, and no attempt was
ever made to present a copy thereof. Mr. ALMARIO (attorney for the petitioner): We cannot admit that.

The affidavit of Attorney Gabino Fernando Viola or testimony he may give pursuant COURT: The court had already assumed beforehand that the other party
thereto is not more competent than that of Attorney Jose Cortes because, granting would not admit that proposition.
that when he was called by Victorio Payad to help the deceased Leoncia Tolentino to
make her will and he went to her house on September 5, 1933, the deceased was
Mr. PANIS: I request Your Honor to reserve us the right to call the witness,
almost unconscious, was unintelligible and could not speak, it does not necessarily
Mr. Viola, without prejudice to the other party's calling the witness it may
mean that on the day she made her will, September 7, 1933, she had not recovered
wish to call.

4 | SUCCESSION
COURT: The court reserves to the oppositor its right to call Attorney Viola to The trial court, thru then Presiding Judge Ramon C. Pamatian issued the questioned
the witness stand. order denying the probate of the will of Dorotea Perez for want of a formality in its
execution. In the same order, the petitioner was also required to submit the names of
If, after all, the oppositor did not decide to call Attorney Viola to testify as a witness in the intestate heirs with their corresponding addresses so that they could be properly
her favor, it might have been because she considered his testimony unimportant and notified and could intervene in the summary settlement of the estate.
unnecessary, and at the present stage of the proceedings, it is already too late to
claim that what said attorney may now testify is a newly discovered evidence. Instead of complying with the order of the trial court, the petitioner filed a
manifestation and/or motion, ex partepraying for a thirty-day period within which to
For the foregoing considerations, those stated by this court in the original decision, deliberate on any step to be taken as a result of the disallowance of the will. He also
and the additional reason that, as held in the case of Chung Kiat vs. Lim Kio (8 Phil., asked that the ten-day period required by the court to submit the names of intestate
297), the right to a new trial on the ground of newly discovered evidence is limited to heirs with their addresses be held in abeyance.
ordinary cases pending in this court on bills of exceptions, the motion for
reconsideration and a new trial filed by the oppositor are hereby denied, ordering that The petitioner filed a motion for reconsideration of the order denying the probate of
the record be remanded immediately to the lower court. So ordered. the will. However, the motion together with the previous manifestation and/or motion
could not be acted upon by the Honorable Ramon C. Pamatian due to his transfer to
Avancea, C. J., Villa-Real, Abad Santos, Imperial, and Laurel, JJ., concur. his new station at Pasig, Rizal. The said motions or incidents were still pending
resolution when respondent Judge Avelino S. Rosal assumed the position of
presiding judge of the respondent court.
G.R. No. L-36033 November 5, 1982
IN THE MATTER OF THE PETITION FOR THE PROBATE OF THE WILL OF Meanwhile, the petitioner filed a motion for the appointment of special administrator.
DOROTEA PEREZ, (deceased): APOLONIO TABOADA, petitioner,
vs. Subsequently, the new Judge denied the motion for reconsideration as well as the
HON. AVELINO S. ROSAL, as Judge of Court of First Instance of manifestation and/or motion filed ex parte. In the same order of denial, the motion for
Southern Leyte, (Branch III, Maasin),respondent. the appointment of special administrator was likewise denied because of the
petitioner's failure to comply with the order requiring him to submit the names of' the
intestate heirs and their addresses.
Facts:
The petitioner decided to file the present petition.
The last will and testament of Dorotea Perez is written in Cebuano-Visayan dialect
and consists of two pages. The first page contains the testamentary disposition and
For the validity of a formal notarial will, does Article 805 of the Civil Code require that
signed at bottom of the page by the testatrix and at the left margin by the three
the testatrix and all the three instrumental and attesting witnesses sign at the end of
instrumental witnesses. The second page contains the attestation clause and the
the will and in the presence of the testatrix and of one another?
acknowledgment and signed at the end of the attestation clause by the three attesting
witnesses and on the left margin by the testatrix.
Article 805 of the Civil Code provides:

Since no opposition was filed after the petitioner's compliance with the requirement of
publication, the trial court commissioned the branch clerk of court to receive the Every will, other than a holographic will, must be subscribed at the
petitioner's evidence. Accordingly, the petitioner submitted his evidence and end thereof by the testator himself or by the testator's name written
presented Vicente Timkang, one of the subscribing witnesses to the will, who testified by some other person in his presence, and by his express direction,
on its genuineness and due execution. and attested and subscribed by three or more credible witnesses in
the presence of the testator and of one another.

5 | SUCCESSION
The testator or the person requested by him to write his name and It must be noted that the law uses the terms attested and subscribed Attestation
the instrumental witnesses of the will, shall also sign, as aforesaid, consists in witnessing the testator's execution of the will in order to see and take note
each and every page thereof, except the last, on the left margin, mentally that those things are, done which the statute requires for the execution of a
and all the pages shall be numbered correlatively in letters placed will and that the signature of the testator exists as a fact. On the other hand,
on the upper part of each page. subscription is the signing of the witnesses' names upon the same paper for the
purpose of Identification of such paper as the will which was executed by the testator.
The attestation shall state the number of pages used upon which (Ragsdale v. Hill, 269 SW 2d 911).
the will is written, and the fact that the testator signed the will and
every page thereof, or caused some other person to write his Insofar as the requirement of subscription is concerned, it is our considered view that
name, under his express direction, in the presence of the the will in this case was subscribed in a manner which fully satisfies the purpose of
instrumental witnesses, and that the lacier witnesses and signed Identification.
the will and the pages thereof in the presence of the testator and of
one another. The signatures of the instrumental witnesses on the left margin of the first page of the
will attested not only to the genuineness of the signature of the testatrix but also the
If the attestation clause is in a language not known to the due execution of the will as embodied in the attestation clause.
witnesses, it shall be interpreted to the witnesses, it shall be
interpreted to them. While perfection in the drafting of a will may be desirable, unsubstantial departure
from the usual forms should be ignored, especially where the authenticity of the will is
The respondent Judge interprets the above-quoted provision of law to require that, for not assailed. (Gonzales v. Gonzales, 90 Phil. 444, 449).
a notarial will to be valid, it is not enough that only the testatrix signs at the "end" but
an the three subscribing witnesses must also sign at the same place or at the end, in The law is to be liberally construed, "the underlying and fundamental objective
the presence of the testatrix and of one another because the attesting witnesses to a permeating the provisions on the law on wills in this project consists in the
will attest not merely the will itself but also the signature of the testator. It is not liberalization of the manner of their execution with the end in view of giving the
sufficient compliance to sign the page, where the end of the will is found, at the left testator more freedom in expressing his last wishes but with sufficient safeguards and
hand margin of that page. restrictions to prevent the commission of fraud and the exercise of undue and
improper pressure and influence upon the testator. This objective is in accord with the
On the other hand, the petitioner maintains that Article 805 of the Civil Code does not modern tendency in respect to the formalities in the execution of a will" (Report of the
make it a condition precedent or a matter of absolute necessity for the extrinsic Code commission, p. 103).
validity of the wig that the signatures of the subscribing witnesses should be
specifically located at the end of the wig after the signature of the testatrix. He Parenthetically, Judge Ramon C. Pamatian stated in his questioned order that were
contends that it would be absurd that the legislature intended to place so heavy an not for the defect in the place of signatures of the witnesses, he would have found the
import on the space or particular location where the signatures are to be found as testimony sufficient to establish the validity of the will.
long as this space or particular location wherein the signatures are found is consistent
with good faith and the honest frailties of human nature. The objects of attestation and of subscription were fully met and satisfied in the
present case when the instrumental witnesses signed at the left margin of the sole
We find the petition meritorious. page which contains all the testamentary dispositions, especially so when the will was
properly Identified by subscribing witness Vicente Timkang to be the same will
Undoubtedly, under Article 805 of the Civil Code, the will must be subscribed or executed by the testatrix.
signed at its end by the testator himself or by the testator's name written by another
person in his presence, and by his express direction, and attested and subscribed by We have examined the will in question and noticed that the attestation clause failed to
three or more credible witnesses in the presence of the testator and of one another. state the number of pages used in writing the will. This would have been a fatal defect

6 | SUCCESSION
were it not for the fact that, in this case, it is discernible from the entire will that it is ... Impossibility of substitution of this page is assured not only (sic)
really and actually composed of only two pages duly signed by the testatrix and her the fact that the testatrix and two other witnesses did sign the
instrumental witnesses. As earlier stated, the first page which contains the entirety of defective page, but also by its bearing the coincident imprint of the
the testamentary dispositions is signed by the testatrix at the end or at the bottom seal of the notary public before whom the testament was ratified by
while the instrumental witnesses signed at the left margin. The other page which is testatrix and all three witnesses. The law should not be so strictly
marked as "Pagina dos" comprises the attestation clause and the acknowledgment. and literally interpreted as to penalize the testatrix on account of the
The acknowledgment itself states that "This Last Will and Testament consists of two inadvertence of a single witness over whose conduct she had no
pages including this page". control where the purpose of the law to guarantee the Identity of the
testament and its component pages is sufficiently attained, no
In Singson v. Florentino, et al. (92 Phil. 161, 164), this Court made the following intentional or deliberate deviation existed, and the evidence on
observations with respect to the purpose of the requirement that the attestation record attests to the fun observance of the statutory requisites.
clause must state the number of pages used: Otherwise, as stated in Vda. de Gil. Vs. Murciano, 49 Off. Gaz.
1459, at 1479 (decision on reconsideration) 'witnesses may
The law referred to is article 618 of the Code of Civil Procedure, as sabotage the will by muddling or bungling it or the attestation
amended by Act No. 2645, which requires that the attestation clause.
clause shall state the number of pages or sheets upon which the
win is written, which requirement has been held to be mandatory as
an effective safeguard against the possibility of interpolation or
omission of some of the pages of the will to the prejudice of the
heirs to whom the property is intended to be bequeathed (In re will [G.R. No. 147145. January 31, 2005]
of Andrada, 42 Phil., 180; Uy Coque vs. Navas L. Sioca, 43 Phil.
405; Gumban vs. Gorecho, 50 Phil. 30; Quinto vs. Morata, 54 Phil. TESTATE ESTATE OF THE LATE ALIPIO ABADA, BELINDA CAPONONG
481; Echevarria vs. Sarmiento, 66 Phil. 611). The ratio decidendi of
these cases seems to be that the attestation clause must contain a
statement of the number of sheets or pages composing the will and
Facts:
that if this is missing or is omitted, it will have the effect of
invalidating the will if the deficiency cannot be supplied, not by
evidence aliunde, but by a consideration or examination of the will
itself. But here the situation is different. While the attestation clause
does not state the number of sheets or pages upon which the will is Abada died sometime in May 1940.[4] His widow Paula Toray (Toray) died
written, however, the last part of the body of the will contains a sometime in September 1943. Both died without legitimate children.
statement that it is composed of eight pages, which circumstance in
our opinion takes this case out of the rigid rule of construction and On 13 September 1968, Alipio C. Abaja (Alipio) filed with the then Court of First
places it within the realm of similar cases where a broad and more Instance of Negros Occidental (now RTC-Kabankalan) a petition,[5] docketed as SP
liberal view has been adopted to prevent the will of the testator from No. 070 (313-8668), for the probate of the last will and testament (will) of Abada.
being defeated by purely technical considerations. Abada allegedly named as his testamentary heirs his natural children Eulogio Abaja
(Eulogio) and Rosario Cordova. Alipio is the son of Eulogio.
Icasiano v. Icasiano (11 SCRA 422, 429) has the following ruling which applies a
similar liberal approach: Nicanor Caponong (Caponong) opposed the petition on the ground that Abada
left no will when he died in 1940. Caponong further alleged that the will, if Abada
really executed it, should be disallowed for the following reasons: (1) it was not

7 | SUCCESSION
executed and attested as required by law; (2) it was not intended as the last will of the 4. Whether the will of Abada has an attestation clause, and if so, whether
testator; and (3) it was procured by undue and improper pressure and influence on the attestation clause complies with the requirements of the applicable
the part of the beneficiaries. Citing the same grounds invoked by Caponong, the laws;
alleged intestate heirs of Abada, namely, Joel, Julian, Paz, Evangeline, Geronimo,
Humberto, Teodora and Elena Abada (Joel Abada, et al.), and Levi, Leandro, Antonio, 6. Whether evidence aliunde may be resorted to in the probate of the will
Florian, Hernani and Carmela Tronco (Levi Tronco, et al.), also opposed the petition. of Abada.
The oppositors are the nephews, nieces and grandchildren of Abada and Toray.
Ruling:
On 13 September 1968, Alipio filed another petition [6] before the RTC-
Kabankalan, docketed as SP No. 071 (312-8669), for the probate of the last will and Section 618 of the Code of Civil Procedure, as amended by Act No. 2645,
testament of Toray. Caponong, Joel Abada, et al., and Levi Tronco, et al. opposed the [15]
governs the form of the attestation clause of Abadas will. [16] Section 618 of the
petition on the same grounds they cited in SP No. 070 (313-8668). Code of Civil Procedure, as amended, provides:

On 20 September 1968, Caponong filed a petition[7] before the RTC- SEC. 618. Requisites of will. No will, except as provided in the preceding section,
Kabankalan, docketed as SP No. 069 (309), praying for the issuance in his name of [17]
shall be valid to pass any estate, real or personal, nor charge or affect the same,
letters of administration of the intestate estate of Abada and Toray. unless it be written in the language or dialect known by the testator and signed by
him, or by the testators name written by some other person in his presence, and by
In an Order dated 14 August 1981, the RTC-Kabankalan admitted to probate the his express direction, and attested and subscribed by three or more credible
will of Toray. Since the oppositors did not file any motion for reconsideration, the order witnesses in the presence of the testator and of each other. The testator or the person
allowing the probate of Torays will became final and executory.[8] requested by him to write his name and the instrumental witnesses of the will, shall
also sign, as aforesaid, each and every page thereof, on the left margin, and said
In an order dated 23 November 1990, the RTC-Kabankalan designated Belinda pages shall be numbered correlatively in letters placed on the upper part of each
Caponong-Noble (Caponong-Noble) Special Administratrix of the estate of Abada and sheet. The attestation shall state the number of sheets or pages used, upon which the
Toray.[9]Caponong-Noble moved for the dismissal of the petition for probate of the will will is written, and the fact that the testator signed the will and every page thereof, or
of Abada. The RTC-Kabankalan denied the motion in an Order dated 20 August 1991. caused some other person to write his name, under his express direction, in the
[10]
presence of three witnesses, and the latter witnessed and signed the will and all
pages thereof in the presence of the testator and of each other.
Sometime in 1993, during the proceedings, Presiding Judge Rodolfo S.
Layumas discovered that in an Order dated 16 March 1992, former Presiding Judge The Attestation Clause of Abadas Will
Edgardo Catilo had already submitted the case for decision. Thus, the RTC-
Kabankalan rendered a Resolution dated 22 June 1994, as follows: A scrutiny of Abadas will shows that it has an attestation clause. The attestation
clause of Abadas will reads:
There having been sufficient notice to the heirs as required by law; that there is
substantial compliance with the formalities of a Will as the law directs and that the Suscrito y declarado por el testador Alipio Abada como su ultima voluntad y
petitioner through his testimony and the deposition of Felix Gallinero was able to testamento en presencia de nosotros, habiendo tambien el testador firmado en
establish the regularity of the execution of the said Will and further, there being no nuestra presencia en el margen izquierdo de todas y cada una de las hojas del
evidence of bad faith and fraud, or substitution of the said Will, the Last Will and mismo. Y en testimonio de ello, cada uno de nosotros lo firmamos en presencia de
Testament of Alipio Abada dated June 4, 1932 is admitted and allowed probate. nosotros y del testador al pie de este documento y en el margen izquierdo de todas y
cada una de las dos hojas de que esta compuesto el mismo, las cuales estan
Issue: paginadas correlativamente con las letras UNO y DOS en la parte superior de la
carrilla.[28]

8 | SUCCESSION
Caponong-Noble alleges that the attestation clause fails to state the number of x x x It is, of course, not possible to lay down a general rule, rigid and inflexible, which
pages on which the will is written. would be applicable to all cases. More than anything else, the facts and
circumstances of record are to be considered in the application of any given rule. If
The allegation has no merit. The phrase en el margen izquierdo de todas y cada the surrounding circumstances point to a regular execution of the will, and the
una de las dos hojas de que esta compuesto el mismo which means in the left margin instrument appears to have been executed substantially in accordance with the
of each and every one of the two pages consisting of the same shows that the will requirements of the law, the inclination should, in the absence of any suggestion of
consists of two pages. The pages are numbered correlatively with the letters ONE bad faith, forgery or fraud, lean towards its admission to probate, although the
and TWO as can be gleaned from the phrase las cuales estan paginadas document may suffer from some imperfection of language, or other non-essential
correlativamente con las letras UNO y DOS. defect. x x x.

Caponong-Noble further alleges that the attestation clause fails to state An attestation clause is made for the purpose of preserving, in permanent form, a
expressly that the testator signed the will and its every page in the presence of three record of the facts attending the execution of the will, so that in case of failure of the
witnesses. She then faults the Court of Appeals for applying to the present case the memory of the subscribing witnesses, or other casualty, they may still be proved.
rule on substantial compliance found in Article 809 of the New Civil Code.[29] (Thompson on Wills, 2d ed., sec. 132.) A will, therefore, should not be rejected where
its attestation clause serves the purpose of the law. x x x [33]
The first sentence of the attestation clause reads: The English translation is:
Subscribed and professed by the testator Alipio Abada as his last will and testament We rule to apply the liberal construction in the probate of Abadas will. Abadas
in our presence, the testator having also signed it in our presence on the left margin will clearly shows four signatures: that of Abada and of three other persons. It is
of each and every one of the pages of the same. The attestationclause clearly states reasonable to conclude that there are three witnesses to the will. The question on the
that Abada signed the will and its every page in the presence of the witnesses. number of the witnesses is answered by an examination of the will itself and without
the need for presentation of evidencealiunde. The Court explained the extent and
However, Caponong-Noble is correct in saying that the attestation clause does limits of the rule on liberal construction, thus:
not indicate the number of witnesses. On this point, the Court agrees with the
appellate court in applying the rule on substantial compliance in determining the They do not allow evidence aliunde to fill a void in any part of the document or
number of witnesses. While the attestation clause does not state the number of supply missing details that should appear in the will itself. They only permit a
witnesses, a close inspection of the will shows that three witnesses signed it. probe into the will, an exploration within its confines, to ascertain its meaning
or to determine the existence or absence of the requisite formalities of law.
This Court has applied the rule on substantial compliance even before the
effectivity of the New Civil Code. In Dichoso de Ticson v. De Gorostiza,[30] the Court The phrase en presencia de nosotros or in our presence coupled with the signatures
recognized that there are two divergent tendencies in the law on wills, one being appearing on the will itself and after the attestation clause could only mean that: (1)
based on strict construction and the other on liberal construction. In Dichoso, the Abada subscribed to and professed before the three witnesses that the document
Court noted that Abangan v. Abangan,[31] the basic case on the liberal construction, is was his last will, and (2) Abada signed the will and the left margin of each page of the
cited with approval in later decisions of the Court. will in the presence of these three witnesses.

In Adeva vda. De Leynez v. Leynez,[32] the petitioner, arguing for liberal Finally, Caponong-Noble alleges that the attestation clause does not expressly
construction of applicable laws, enumerated a long line of cases to support her state the circumstances that the witnesses witnessed and signed the will and all its
argument while the respondent, contending that the rule on strict construction should pages in the presence of the testator and of each other. This Court has ruled:
apply, also cited a long series of cases to support his view. The Court, after examining
the cases invoked by the parties, held: Precision of language in the drafting of an attestation clause is desirable. It is
sufficient if from the language employed it can reasonably be deduced that the
attestation clause fulfills what the law expects of it.[35]

9 | SUCCESSION
The last part of the attestation clause states en testimonio de ello, cada uno de Manuel claims that the CA should have applied the rule on substantial compliance in
nosotros lo firmamos en presencia de nosotros y del testador. In English, this means the construction of a will to Vicentes donation mortis causa. He insists that the strict
in its witness, every one of us also signed in our presence and of the testator. This construction of a will was not warranted in the absence of any indication of bad faith,
clearly shows that the attesting witnesses witnessed the signing of the will of the fraud, or substitution in the execution of the Deed of Donation Mortis Causa. He
testator, and that each witness signed the will in the presence of one another and of argues that the CA ignored the Acknowledgment portion of the deed of donation,
the testator. which contains the "import and purpose" of the attestation clause required in the
execution of wills. The Acknowledgment reads:

G.R. No. 192916 October 11, 2010 BEFORE ME, Notary Public, this 7th day of September 1985 at Talisay, Cebu,
personally appeared VICENTE S. Echavez with Res. Cert. No. 16866094 issued on
April 10, 1985 at [sic] Talisay, Cebu known to me to be the same person who
MANUEL A. ECHAVEZ, Petitioner,
executed the foregoing instrument of Deed of Donartion Mortis Causa before the
vs.
Notary Public and in the presence of the foregoing three (3) witnesses who signed
DOZEN CONSTRUCTION AND DEVELOPMENT CORPORATION and THE
this instrument before and in the presence of each other and of the Notary Public and
.REGISTER OF DEEDS OF CEBU CITY, Respondents
all of them acknowledge to me that the same is their voluntary act and deed.
[Emphasis in the original.]
Facts:
Ruling:
Vicente Echavez was the absolute owner of several lots which includes Lot No. 1956-
A and Lot No. 1959. Vicente donated the subject lots to Manuel Echavez through a
The CA correctly declared that a donation mortis causa must comply with the
Deed of Donation Mortis Causa. Manuel accepted the donation.
formalities prescribed by law for the validity of wills, 4 "otherwise, the donation is void
and would produce no effect." 5 Articles 805 and 806 of the Civil Code should have
Vicente executed a Contract to Sell over the same lots in favor of Dozen Construction been applied.
and Development Corporation (Dozen Corporation). They executed two Deeds of
Absolute Sale over the same properties covered by the previous Contract to Sell.
As the CA correctly found, the purported attestation clause embodied in the
Acknowledgment portion does not contain the number of pages on which the deed
Vicente died. Emiliano Cabanig, Vicentes nephew, filed a petition for the settlement was written.lavvphilThe exception to this rule in Singson v. Florentino 6and Taboada v.
of Vicentes intestate estate. On the other hand, Manuel filed a petition to approve Hon. Rosal,7 cannot be applied to the present case, as the facts of this case are not
Vicentes donation mortis causa in his favor and an action to annul the contracts of similar with those of Singson and Taboada. In those cases, the Court found that
sale Vicente executed in favor of Dozen Corporation. These cases were jointly heard. although the attestation clause failed to state the number of pages upon which the will
was written, the number of pages was stated in one portion of the will. This is not the
The RTC dismissed Manuels petition to approve the donation and his action for factual situation in the present case.
annulment of the contracts of sale.2 The RTC found that the execution of a Contract
to Sell in favor of Dozen Corporation, after Vicente had donated the lots to Manuel, Even granting that the Acknowledgment embodies what the attestation clause
was an equivocal act that revoked the donation. The CA held that since the donation requires, we are not prepared to hold that an attestation clause and an
in favor of Manuel was a donation mortis causa, compliance with the formalities for acknowledgment can be merged in one statement.
the validity of wills should have been observed. The CA found that the deed of
donation did not contain an attestation clause and was therefore void.
That the requirements of attestation and acknowledgment are embodied in two
separate provisions of the Civil Code (Articles 805 and 806, respectively) indicates
The Petition for Review on Certiorari that the law contemplates two distinct acts that serve different purposes. An
acknowledgment is made by one executing a deed, declaring before a competent

10 | S U C C E S S I O N
officer or court that the deed or act is his own. On the other hand, the attestation of a xxx xxx xxx.3
will refers to the act of the instrumental witnesses themselves who certify to the
execution of the instrument before them and to the manner of its execution.81avvphi1 Celestina executed a document denominated as Revocation of Donation4 purporting
to set aside the deed of donation. More than a month later Celestina died without
Although the witnesses in the present case acknowledged the execution of the Deed issue and any surviving ascendants and siblings.
of Donation Mortis Causa before the notary public, this is not the avowal the law
requires from the instrumental witnesses to the execution of a decedents will. An After Celestina's death, Ursulina had been sharing the produce of the donated
attestation must state all the details the third paragraph of Article 805 requires. In the properties with private respondents Leocadia G. Flores, et al., nieces of Celestina.
absence of the required avowal by the witnesses themselves, no attestation clause
can be deemed embodied in the Acknowledgement of the Deed of Donation Mortis In 1982, or twenty-four years after the execution of the Deed of Donation, Ursulina
Causa. secured the corresponding tax declarations, in her name, over the donated
properties, to wit: Tax Declarations Nos. 18108, 18109, 18110, 18111, 18112, 18113
G.R. No. 123968 April 24, 2003 and 18114, and since then, she refused to give private respondents any share in the
produce of the properties despite repeated demands.
URSULINA GANUELAS, METODIO GANUELAS and ANTONIO
GANUELAS, petitioners, Private respondents were thus prompted to file on May 26, 1986 with the RTC of San
vs. Fernando, La Union a complaint5 against Ursulina, along with Metodio Ganuelas and
HON. ROBERT T. CAWED, Judge of the Regional Trial Court of San Antonio Ganuelas who were alleged to be unwilling plaintiffs. The complaint alleged
Fernando, La Union (Branch 29), LEOCADIA G. FLORES, FELICITACION G. that the Deed of Donation executed by Celestina in favor of Ursulina was void for lack
AGTARAP, CORAZON G. SIPALAY and ESTATE OF ROMANA GANUELAS DE of acknowledgment by the attesting witnesses thereto before notary public Atty. Henry
LA ROSA, represented by GREGORIO DELA ROSA, Valmonte, and the donation was a disposition mortis causa which failed to comply
Administrator, respondents. with the provisions of the Civil Code regarding formalities of wills and testaments,
hence, it was void. The plaintiffs-herein private respondents thus prayed that
Facts:
judgment be rendered ordering Ursulina to return to them as intestate heirs the
possession and ownership of the properties. They likewise prayed for the cancellation
On April 11, 1958, Celestina Ganuelas Vda. de Valin (Celestina) executed a Deed of of the tax declarations secured in the name of Ursulina, the partition of the properties
Donation of Real Property covering seven parcels of land in favor of her niece among the intestate heirs of Celestina, and the rendering by Ursulina of an
Ursulina Ganuelas (Ursulina). accounting of all the fruits of the properties since 1982 and for her to return or pay the
value of their shares.
The pertinent provision of the deed of donation reads, quoted verbatim:
The defendants-herein petitioners alleged in their Answer 6 that the donation in favor
xxx xxx xxx of Ursulina was inter vivos as contemplated under Article 729 of the Civil
Code,7 hence, the deed did not have to comply with the requirements for the
That, for and in consideration of the love and affection which the DONOR execution of a valid will; the Revocation of Donation is null and void as the ground
has for the DONEE, and of the faithful services the latter has rendered in the mentioned therein is not among those provided by law to be the basis thereof; and at
past to the former, the said DONOR does by these presents transfer and any rate, the revocation could only be legally enforced upon filing of the appropriate
convey, by way of DONATION, unto the DONEE the property above, complaint in court within the prescriptive period provided by law, which period had, at
described, to become effective upon the death of the DONOR; but in the the time the complaint was filed, already lapsed.
event that the DONEE should die before the DONOR, the present donation
shall be deemed rescinded and of no further force and effect. The trial court, holding that the provision in the Deed of Donation that in the event that
the DONEE should predecease the DONOR, the "donation shall be deemed

11 | S U C C E S S I O N
rescinded and of no further force and effect" is an explicit indication that the deed is a In a letter of March 16, 1998,20 private respondent Corazon Sipalay, reacting to this
donation mortis causa,8 found for the plaintiffs-herein private respondents, thus, the Court's January 28, 1998 Resolution requiring private respondents "to SHOW CAUSE
court declared the donation null and void. why they should not be disciplinarily dealt with or held in contempt" for failure to
submit the name and address of their new counsel, explains that they are no longer
The trial court also held that the absence of a reservation clause in the deed implied interested in pursuing the case and are "willing and ready to waive whatever rights"
that Celestina retained complete dominion over her properties, thus supporting the they have over the properties subject of the donation. Petitioners, who were required
conclusion that the donation is mortis causa,10 and that while the deed contained an to comment on the letter, by Comment of October 28, 1998, 21 welcome private
attestation clause and an acknowledgment showing the intent of the donor to effect a respondents' gesture but pray that "for the sake of enriching jurisprudence, their
postmortem disposition, the acknowledgment was defective as only the donor and [p]etition be given due course and resolved."
donee appear to have acknowledged the deed before the notary public, thereby
rendering the entire document void.11 Issue: Whether the donation is inter vivos or mortis causa.

Lastly, the trial court held that the subsequent execution by Celestina of the Ruling:
Revocation of Donation showed that the donor intended the revocability of the
donation ad nutum, thus sustaining its finding that the conveyance wasmortis causa.12 Crucial in the resolution of the issue is the determination of whether the donor
intended to transfer the ownership over the properties upon the execution of the
On herein petitioners' argument that the Revocation of Donation was void as the deed.22
ground mentioned therein is not one of those allowed by law to be a basis for
revocation, the trial court held that the legal grounds for such revocation as provided Donation inter vivos differs from donation mortis causa in that in the former, the act is
under the Civil Code arise only in cases of donations inter vivos, but not in immediately operative even if the actual execution may be deferred until the death of
donationsmortis causa which are revocable at will during the lifetime of the donor. The the donor, while in the latter, nothing is conveyed to or acquired by the donee until the
trial court held, in any event, that given the nullity of the disposition mortis causa in death of the donor-testator.23 The following ruling of this Court in Alejandro v.
view of a failure to comply with the formalities required therefor, the Deed of Geraldez is illuminating:24
Revocation was a superfluity.13
If the donation is made in contemplation of the donor's death, meaning that
Hence, the instant petition for review, petitioners contending that the trial court erred: the full or naked ownership of the donated properties will pass to the donee
only because of the donor's death, then it is at that time that the donation
I. . . . WHEN IT DECLARED NULL AND VOID THE DONATION EXECUTED takes effect, and it is a donation mortis causa which should be embodied in
BY CELESTINA GANUELAS; a last will and testament.

II. . . . WHEN IT UPHELD THE REVOCATION OF DONATION; But if the donation takes effect during the donor's lifetime or independently of
the donor's death, meaning that the full or naked ownership (nuda
III. . . . IN RENDERING ITS DECISION ADVERSE TO PETITIONER proprietas) of the donated properties passes to the donee during the donor's
URSULINA GANUELAS.14 lifetime, not by reason of his death but because of the deed of donation, then
the donation is inter vivos.
Petitioners argue that the donation contained in the deed is inter vivos as the main
consideration for its execution was the donor's affection for the donee rather than the If the donation is inter vivos, it must be executed and accepted with the formalities
donor's death;15 that the provision on the effectivity of the donation after the donor's prescribed by Articles 74825 and 74926 of the Civil Code, except when it is onerous in
death simply meant that absolute ownership would pertain to the donee on the which case the rules on contracts will apply. If it is mortis causa, the donation must be
donor's death;16 and that since the donation is inter vivos, it may be revoked only for in the form of a will, with all the formalities for the validity of wills, otherwise it is void
the reasons provided in Articles 760,17 76418 and 76519 of the Civil Code. and cannot transfer ownership.27

12 | S U C C E S S I O N
The distinguishing characteristics of a donation mortis causa are the following: at her request and in her presence and that of each other have in like
manner subscribed our names as witnesses.31 (Emphasis supplied)
1. It conveys no title or ownership to the transferee before the death of the
transferor; or, what amounts to the same thing, that the transferor should To classify the donation as inter vivos simply because it is founded on considerations
retain the ownership (full or naked) and control of the property while alive; of love and affection is erroneous. That the donation was prompted by the affection of
the donor for the donee and the services rendered by the latter is of no particular
2. That before his death, the transfer should be revocable by the transferor significance in determining whether the deed constitutes a transfer inter vivos or not,
at will, ad nutum; but revocability may be provided for indirectly by means of because a legacy may have an identical motivation.32 In other words, love and
a reserved power in the donor to dispose of the properties conveyed; affection may also underline transfers mortis causa.33

3. That the transfer should be void if the transferor should survive the In Maglasang v. Heirs of Cabatingan,34 the deeds of donation contained provisions
transferee.28 almost identical to those found in the deed subject of the present case:

In the donation subject of the present case, there is nothing which indicates that any That for and in consideration of the love and affection of the DONOR for the
right, title or interest in the donated properties was to be transferred to Ursulina prior DONEE, x x x. the DONOR does hereby, by these presents, transfer,
to the death of Celestina. convey, by way of donation, unto the DONEE the above-described property,
together with the buildings and all improvements existing thereon, to
The phrase "to become effective upon the death of the DONOR" means that become effective upon the death of the DONOR; PROVIDED,
Celestina intended to transfer the ownership of the properties to Ursulina on her HOWEVER, that in the event that the DONEE should die before the
death, not during her lifetime.29 DONOR, the present donation shall be deemed automatically rescinded and
of no further force and effect. (Emphasis supplied)

More importantly, the provision in the deed stating that if the donee should die before
the donor, the donation shall be deemed rescinded and of no further force and effect As the subject deed then is in the nature of a mortis causa disposition, the formalities
shows that the donation is a postmortem disposition. of a will under Article 728 of the Civil Code should have been complied with, failing
which the donation is void and produces no effect.35

As stated in a long line of cases, one of the decisive characteristics of a


donation mortis causa is that the transfer should be considered void if the donor As noted by the trial court, the attesting witnesses failed to acknowledge the deed
should survive the donee.30 before the notary public, thus violating Article 806 of the Civil Code which provides:

More. The deed contains an attestation clause expressly confirming the donation Art. 806. Every will must be acknowledged before a notary public by the
as mortis causa: testator and the witnesses. The notary public shall not be required to retain a
copy of the will, or file another with the office of the Clerk of Court.
(Emphasis supplied)
SIGNED by the above-named donor, Celestina Ganuelas, at the foot of this
deed of donation mortis causa, consisting of two (2) pages and on the left
margin of each and every page thereof in the joint presence of all of us who

13 | S U C C E S S I O N

Das könnte Ihnen auch gefallen