The document discusses three cases related to probate proceedings. The first case examines whether a probate order resolved questions of ownership. The second case examines testamentary capacity. The third case examines whether a will was properly executed and attested.
The document discusses three cases related to probate proceedings. The first case examines whether a probate order resolved questions of ownership. The second case examines testamentary capacity. The third case examines whether a will was properly executed and attested.
The document discusses three cases related to probate proceedings. The first case examines whether a probate order resolved questions of ownership. The second case examines testamentary capacity. The third case examines whether a will was properly executed and attested.
The document discusses three cases related to probate proceedings. The first case examines whether a probate order resolved questions of ownership. The second case examines testamentary capacity. The third case examines whether a will was properly executed and attested.
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G.R. No.
L-56340 June 24, 1983
SPOUSES ALVARO PASTOR, JR. and MA. ELENA ACHAVAL DE PASTOR, petitioners, vs. THE COURT OF APPEALS, JUAN Y. REYES, JUDGE OF BRANCH I, COURT OF FIRST INSTANCE OF CEBU and LEWELLYN BARLITO QUEMADA, respondents. PLANA, J.: FACTS: Alvaro Pastor Sr. and Sofia Bossio had two legitimate children, namely, Alvaro Pastor Jr. and Sofia Pastor de Midgely. Also, Pastor, Sr., had an illegitimate child by the name of Lewellyn Barlito Quemada. When, Pastor Sr. and Bossio died, Quemada filed a petition for the probate and allowance of an alleged holographic will of Pastor Sr. with the CFI. The will contained only one testamentary disposition: a legacy in favor of Quemada consisting of 30% of Pastor Sr.’s 42% share in the operation by Atlas Consolidated Mining and Development Corporation. Consequently, Pastor Jr., and Sofia filed their opposition thereto. Thereafter, the CFI issued an order allowing the will to probate. Aggrieved, petitioner appealed before the CA, but the latter affirmed the decision of the lower court. ISSUE: WON the Probate Order resolved with finality the questions of ownership and intrinsic validity of the will. RULING: NO. In a special proceeding for the probate of a will, the issue by and large is restricted to the extrinsic validity of the will, i.e., whether the testator, being of sound mind, freely executed the will in accordance with the formalities prescribed by law. As a rule, the question of ownership is an extraneous matter which the Probate Court cannot resolve with finality. Thus, for the purpose of determining whether a certain property should or should not be included in the inventory of estate properties, the Probate Court may pass upon the title thereto, but such determination is provisional, not conclusive, and is subject to the final decision in a separate action to resolve title. Nowhere in the dispositive portion of the Probate Order is there a declaration of ownership of specific properties. On the contrary, it is manifest therein that ownership was not resolved. For it confined itself to the question of extrinsic validity of the win, and the need for and propriety of appointing a special administrator. Thus, it allowed and approved the holographic will "with respect to its extrinsic validity, the same having been duly authenticated pursuant to the requisites or solemnities prescribed by law."
G.R. No. 174489 April 11, 2012
ANTONIO B. BALTAZAR, SEBASTIAN M. BALTAZAR, ANTONIO L. MANGALINDAN, ROSIE M. MATEO, NENITA A. PACHECO, VIRGILIO REGALA, JR., and RAFAEL TITCO, Petitioners, vs. LORENZO LAXA, Respondent. DEL CASTILLO, J.: FACTS: Paciencia was a 78 year old spinster when she made her last will and testament on September 13, 1981. Childless and without any brothers or sisters, Paciencia bequeathed all her properties to respondent Lorenzo R. Laxa and his wife Corazon F. Laxa and their children Luna Lorella Laxa and Katherine Ross Laxa. Lorenzo is Paciencia’s nephew whom she treated as her own son. Later, Paciencia died. Consequently, on April 27, 2000, Lorenzo filed a petition with the RTC for the probate of the Will of Paciencia and for the issuance of Letters of Administration in his favor. Thereafter, petitioners filed an opposition asking the RTC to deny the probate of Paciencia’s Will. Subsequently, the RTC ruled in favor of petitioners. It stated that at the time Paciencia signed the Will, she was no longer possessed of sufficient reason or strength of mind to have testamentary capacity. Upon appeal, the CA reversed the RTC Decision and granted the probate of the Will of Paciencia. ISSUE: WON Paciencia’s Will may be subjected to probate proceedings. RULING: YES. The burden to prove that Paciencia was of unsound mind at the time of the execution of the will lies on the shoulders of the petitioners. Petitioners, through their witness Rosie, claim that Paciencia was "magulyan" or forgetful so much so that it effectively stripped her of testamentary capacity. Forgetfulness is not equivalent to being of unsound mind.
A.C. No. 5281 February 12, 2008
MANUEL L. LEE, petitioner, vs. ATTY. REGINO B. TAMBAGO, respondent. CORONA, J.: FACTS: Complainant Manuel L. Lee charged respondent Atty. Regino B. Tambago with violation of the Notarial Law and the ethics of the legal profession for notarizing a spurious last will and testament. Complainant averred that his father, the decedent Vicente Lee, Sr., never executed the contested will. Furthermore, the spurious will contained the forged signatures of Cayetano Noynay and Loreto Grajo, the purported witnesses to its execution. In his answer, respondent claimed that the complaint against him contained false allegations. Moreover, he stated that the complaint was filed simply to harass him because the criminal case filed by complainant against him in the Office of the Ombudsman "did not prosper." Subsequently, the matter was referred to the IBP for investigation, report and recommendation. Thereafter, the respondent was found guilty for violation of pertinent provisions of the old Notarial Law as found in the Revised Administrative Code. As a result, respondent was suspended from the practice of law for one year. Furthermore, together with the revocation of his notarial commission, he was also disqualified from reappointment as Notary Public for a period of 2 years. ISSUE: WON the will was executed pursuant to the formalities provided by law. RULING: NO. A notarial will, as the contested will in this case, is required by law to be subscribed at the end thereof by the testator himself. In addition, it should be attested and subscribed by three or more credible witnesses in the presence of the testator and of one another. The will in question was attested by only two witnesses, Noynay and Grajo. On this circumstance alone, the will must be considered void. The Civil Code likewise requires that a will must be acknowledged before a notary public by the testator and the witnesses. A cursory examination of the acknowledgment of the will in question shows that this particular requirement was neither strictly nor substantially complied with. For one, there was the conspicuous absence of a notation of the residence certificates of the notarial witnesses Noynay and Grajo in the acknowledgment. Similarly, the notation of the testator’s old residence certificate in the same acknowledgment was a clear breach of the law. These omissions by respondent invalidated the will. As the acknowledging officer of the contested will, respondent was required to faithfully observe the formalities of a will and those of notarization.
G.R. No. 189984 November 12, 2012
IN THE MATTER OF THE PETITION FOR THE PROBATE OF THE LAST WILL AND TESTAMENT OF ENRIQUE S. LOPEZ RICHARD B. LOPEZ, Petitioner, vs. DIANA JEANNE LOPEZ, MARYBETH DE LEON and VICTORIA L. TUAZON, Respondents. PERLAS-BERNABE, J.: FACTS: On June 21, 1999, Enrique S. Lopez died leaving his wife, Wendy B. Lopez, and their four legitimate children, namely, petitioner Richard B. Lopez and the respondents Diana Jeanne Lopez, Marybeth de Leon and Victoria L. Tuazon as compulsory heirs. Before Enrique’s death, he executed a Last Will and Testament and constituted Richard as his executor and administrator. Subsequently, Richard filed a petition for the probate of his father's Last Will and Testament before the RTC. However, Marybeth and Victoria opposed the petition. Later, the RTC disallowed the probate of the will for failure to comply with Article 805 of the Civil Code which requires a statement in the attestation clause of the number of pages used upon which the will is written. Accordingly, while the acknowledgment portion stated that the will consists of 7 pages including the page on which the ratification and acknowledgment are written, the RTC observed that it has 8 pages including the acknowledgment portion. On appeal, the CA affirmed the decision of the lower court. ISSUE: WON the will was valid. RULING: NO. The law is clear that the attestation must state the number of pages used upon which the will is written. The purpose of the law is to safeguard against possible interpolation or omission of one or some of its pages and prevent any increase or decrease in the pages. The total number of pages, and whether all persons required to sign did so in the presence of each other must substantially appear in the attestation clause, being the only check against perjury in the probate proceedings.
G.R. No. 122880 April 12, 2006
FELIX AZUELA, Petitioner, vs. COURT OF APPEALS, GERALDA AIDA CASTILLO substituted by ERNESTO G. CASTILLO, Respondents. TINGA, J.: FACTS: Petitioner Felix Azuela sought to admit to probate the notarial will of Eugenia E. Igsolo before the RTC. Petitioner is the son of the cousin of the decedent. Subsequently, the petition was opposed by Geralda Aida Castillo, who represented herself as the attorney-in-fact of "the 12 legitimate heirs" of the decedent. Oppositor Geralda Castillo also argued that the will was not executed and attested to in accordance with law. She pointed out that decedent’s signature did not appear on the second page of the will, and the will was not properly acknowledged. Later, the RTC admitted the will to probate. On appeal, the CA reversed the lower court’s decision due to the fact that the attestation clause failed to state the number of pages used in the will, thus rendering the will void and undeserving of probate. ISSUE: WON the will may be subjected for probate. RULING: NO. A will whose attestation clause does not contain the number of pages on which the will is written is fatally defective. A will whose attestation clause is not signed by the instrumental witnesses is fatally defective. And perhaps most importantly, a will which does not contain an acknowledgment, but a mere jurat, is fatally defective. Any one of these defects is sufficient to deny probate. A notarial will with all three defects is just aching for judicial rejection.