Sei sulla pagina 1di 16

LOURDES L.

DOROTHEO, petitioner,
Petitioner moved for reconsideration.
COURT OF APPEALS, NILDA D. DENIED
QUINTANA, for Herself and as Attorney-
in-Fact of VICENTE DOROTHEO and JOSE 1. She is entitled to some compensation
DOROTHEO, respondents. since she took care of Alejandro prior to
his death although she admitted that
FACTS : they were not married to each other.

Private respondents were the legitimate Upon denial of her motion for
children of Alejandro Dorotheo and Aniceta reconsideration, petitioner appealed to
Reyes. the Court of Appeals DISMISSED
REASON : failure to file appellant's brief
1969 : Ancieta died without her estate within the extended period granted.
being settled
- Final and executory
After Alejandro's death, petitioner, who - Corresponding entry of judgement was
claims to have taken care of Alejandro forthwith issued by CA
before he died, filed a special proceeding for
the probate of the latter's will and
testament. The lower court : to implement the final
and executory order, issued a writ of
The probate court : admitted the will to execution.
probate.
Consequently, private respondents filed
Private respondents did not appeal from said several motions including a motion to
order. compel petitioner to surrender to them
the Transfer Certificates of Titles (TCT)
They filed a "Motion to Declare The Will covering the properties of the late Alejandro.
Intrinsically Void."
When petitioner refused to surrender the
The trial court : granted the motion. TCT's, private respondents filed a motion for
1. Declaring Lourdes Legaspi not the wife cancellation of said titles and for issuance of
of the late Alejandro Dorotheo new titles in their names.
2. the provisions of the last will and
testament of Alejandro Dorotheo as Petitioner opposed the motion.
intrinsically void
3. Declaring the oppositors: Judge Zain B. Angas : set aside the Order
a. Vicente Dorotheo directing the issuance of the writ of execution
b. Jose Dorotheo
c. Nilda Dorotheo Quintana Ground : that the order was merely
as the only heirs of the late spouses "interlocutory"
Alejandro Dorotheo and Aniceta Reyes, - NOT FINAL IN CHARACTER.
whose respective estates shall be liquidated
and distributed according to the laws on
intestacy upon payment of estate and other Private respondents filed a petition
taxes due to the government before the Court of Appeals which
nullified the assailed Orders of Judge
Zain. The Court stressed that a lower court
cannot reverse or set aside decisions or
Hence, the present petition. orders of a superior court, for to do so
would be to negate the hierarchy of the
CONTENTION OF PETITIONER IN THIS courts and nullify the essence of review.
PETITION : The Court also reiterated the rule that
a judgment on a probated will, albeit
1. that in issuing the assailed orders, erroneous, is binding on the whole
Judge Angas cannot be said to have world.
no jurisdiction because he was
particularly designated to hear the With respect to the last will and testament,
case the Court upheld the trial court in holding
that the rules of intestacy shall apply.
Petitioner also filed a motion to
reinstate her as executrix of the According to the Court, although the
estate of the late Alejandro and to will is extrinsically valid, its
maintain the status quo or lease of the provisions however are not in
premises thereon to third parties. accordance with the laws of
Private respondents opposed the succession rendering it intrinsically
motion on the ground that petitioner void, hence, the law mandates that
has no interest in the estate since the rules of intestacy shall apply.
she is not the lawful wife of the
late Alejandro. EVEN IF A WILL WAS VALIDLY
The petition is without merit. EXECUTED, IF THE TESTATOR
PROVIDES FOR DISPOSITIONS THAT
DEPRIVES OR IMPAIRS THE LAWFUL
ISSUE : May a last will and testament HEIRS OF THEIR LEGITIME OR
admitted to probate but declared RIGHTFUL INHERITANCE ACCORDING
intrinsically void in an order that has TO THE LAWS ON SUCCESSION, THE
become final and executory still be given UNLAWFUL PROVISION/DISPOSITIONS
effect? THEREOF CANNOT BE GIVEN EFFECT.

HELD : Under the Civil Code, due execution includes


a determination of whether the testator was
The Supreme Court dismissed the of sound and disposing mind at the time of
petition. its execution, that he had freely executed the
will and was not acting under duress, fraud,
The Court ruled that a final decision or menace or undue influence and that the will
order can no longer be disturbed or is genuine and not a forgery, that he was of
reopened no matter how erroneous it may the proper testamentary age and that he is a
be. person not expressly prohibited by law from
making a will.
In setting aside the Order that had
attained finality, the trial court in effect The intrinsic validity is another matter and
nullified the entry of judgment made by questions regarding the same may still be
the Court of Appeals.
raised even after the will has been the deceased testator is no longer available
authenticated. to prove the voluntariness of his actions,
aside from the fact that the transfer of the
Thus, it does not necessarily follow that an estate is usually onerous in nature and that
extrinsically valid last will and testament is no one is presumed to give
always intrinsically valid.
Nemo praesumitur donare. No intestate
Even if the will was validly executed, if the distribution of the estate can be done until
testator provides for dispositions that and unless the will had failed to pass both its
deprives or impairs the lawful heirs of their extrinsic and intrinsic validity.
legitime or rightful inheritance according to
the laws on succession, the unlawful If the will is extrinsically void, the rules of
provisions/dispositions thereof cannot be intestacy apply regardless of the intrinsic
given effect. validity thereof.
If it is extrinsically valid, the next test is to
determine its intrinsic validity that is
This is specially so when the courts had whether the provisions of the will are valid
already determined in a final and executory according to the laws of succession.
decision that the will is intrinsically void. Such
determination having attained that character In this case, the court had ruled that the will
of finality is binding on this Court which will of Alejandro was extrinsically valid but the
no longer be disturbed. Not that this Court intrinsic provisions thereof were void.
finds the will to be intrinsically valid, but that
a final and executory decision of which the Thus, the rules of intestacy apply as correctly
party had the opportunity to challenge before held by the trial court.
the higher tribunals must stand and should TESTAMENTARY DISPOSITIONS OF
no longer be reevaluated. Failure to avail of PROPERTIES NOT BELONGING
the remedies provided by law constitutes EXCLUSIVELY TO THE TESTATOR OR
waiver. And if the party does not avail of PROPERTIES WHICH ARE PART OF THE
other remedies despite its belief that it was CONJUGAL REGIME CANNOT BE GIVEN
aggrieved by a decision or court action, then EFFECT. Alejandro's disposition in his will
it is deemed to have fully agreed and is of the alleged share in the conjugal properties
satisfied with the decision or order. of his late spouse, whom he described as his
"only beloved wife," is not a valid reason to
THE RULES OF INTESTACY SHALL
reverse a final and executory order.
APPLY IN CASES WHERE A WILL IS
Testamentary dispositions of properties not
EXTRINSICALLY VALID BUT THE
belonging exclusively to the testator or
INTRINSIC PROVISIONS THEREOF ARE
properties which are part of the conjugal
VOID; CASE AT BAR.
regime cannot be given effect. Matters with
respect to who owns the properties that were
It can be clearly inferred from Article 960 of
disposed of by Alejandro in the void will may
the Civil Code, on the law of successional
still be properly ventilated and determined in
rights that testacy is preferred to intestacy.
the intestate proceedings for the settlement
of his and that of his late spouse's estate.
But before there could be testate distribution,
the will must pass the scrutinizing test and
safeguards provided by law considering that
BLIND TESTATOR
- Brigido was then suffering from
In the Matter of Probate of the Last Will glaucoma.
and Testament of the Deceased Brigido - But the disinheritance and
Alvarado, Cesar Alvarado, petitioner v revocatory clauses were
Hon Ramon Gaviola Jr. et al unchanged.

On 5 November 1977 : As in the case of the notarial will, the


- the 79-year old Brigido Alvarado testator did not personally read the
executed a notarial will entitled "Huling final draft of the codicil. Instead, it was
Habilin" private respondent who read it aloud in
- wherein he disinherited an illegitimate his presence and in the presence of the
three instrumental witnesses (same as
son (petitioner)
those of the notarial will) and the
- expressly revoked a previously executed
notary public who followed the reading
holographic will at the time awaiting
using their own copies.
probate before Branch 4 of the Regional
Trial Court of Sta. Cruz, Laguna.
As testified to by the three instrumental A petition for the probate of the notarial
witnesses: will and codicil was filed upon the
1. The notary public and by private testator's death on 3 January 1979 by
respondent who were present at the private respondent as executor with the
execution, the testator did not Court of First Instance, now Regional Trial
read the final draft of the will Court, of Siniloan, Laguna.
himself.
2. Instead, private respondent, as the Petitioner OPPOSED:
lawyer who drafted the eight- 1. that the will sought to be probated
paged document, read the same was not executed and attested as
aloud in the presence of the required by law;
testator, the three instrumental 2. that the testator was insane or
witnesses and the notary otherwise mentally incapacitated to
public. make a will at the time of its execution
3. The latter four followed the reading due to senility and old age;
with their own respective copies 3. that the will was executed under
previously furnished them. duress, or influence of fear or threats;
4. that it was procured by undue and
Meanwhile, Brigido's holographic will
was subsequently admitted to probate improper pressure and influence on
on 9 December 1977. On the 29th day the part of the beneficiary who stands
of the same month, a codicil entitled to get the lion's share of the testator's
"Kasulatan ng Pagbabago sa Ilang estate; and lastly,
Pagpapasiya na Nasasaad sa Huling 5. that the signature of the testator was
Habilin na May Petsa Nobiembre 5, procured by fraud or trick.
1977 ni Brigido Alvarado" When the oppositor (petitioner) failed
- was executed changing some to substantiate the grounds relied
dispositions in the notarial will to upon in the Opposition, a Probate
generate cash for the testator's eye Order was issued on 27 June 1983 from
operation.
which an appeal was made to respondent 2. If so, was the double-reading
court. requirement of said article complied
with?
1. The main thrust of the appeal was that
the deceased was blind within the
HELD :
meaning of the law at the time his
"Huling Habilin" and the codicil attached
thereto were executed; CIVIL LAW; PROBATE OF WILL; ART. 808,
NEW CIVIL CODE; SCOPE OF THE TERM
2. that since the reading required by Art.
"BLINDNESS". The following
808 of the Civil Code was admittedly not
pronouncement in Garcia vs. Vasquez
complied with, probate of the deceased's
provides an insight into the scope of the
last will and codicil should have been
term "blindness" as used in Art. 808, to wit:
denied.
"The rationale behind the requirement of
CA: rendered the decision under review reading the will to the testator if he is blind
with the following findings: or incapable of reading the will himself (as
1. that Brigido Alvarado was not blind when he is illiterate), is to make the
at the time his last will and codicil provisions thereof known to him, so that he
were executed; may be able to object if they are not in
2. that assuming his blindness, the accordance with his wishes . . ." Clear from
reading requirement of Art. 808 was the foregoing is that Art. 808 applies not
substantially complied with when only to blind testators but also to those
a. both documents were read who, for one reason or another, are
aloud to the testator with each "incapable of reading the(ir) will(s)." Since
of the three instrumental Brigido Alvarado was incapable of reading
witnesses the final drafts of his will and codicil on the
b. and the notary public following separate occasions of their execution due to
the reading with their respective his "poor," "defective," or "blurred" vision,
copies of the instruments. there can be no other course for us but to
3. The appellate court then conclude that Brigido Alvarado comes within
concluded that although Art. 808 the scope of the term "blind" as it is used in
was not followed to the letter, Art. 808. Unless the contents were read to
there was substantial compliance him, he had no way of ascertaining whether
since its purpose of making or not the lawyer who drafted the will and
known to the testator the codicil did so conformably with his
contents of the drafted will was instructions.
served. WILL MUST BE READ TWICE;
PURPOSE. Article 808 requires that in
ISSUES: case of testators like Brigido Alvarado, the
will shall be read twice; once, by one of
1. Was Brigido Alvarado blind for the instrumental witnesses and, again, by
purposes of Art. 808 at the time his the notary public before whom the will
"Huling Habilin" and its codicil were was acknowledged. The purpose is to
make known to the incapacitated testator
executed?
the contents of the document before
signing and to give him an opportunity to
object if anything is contrary to his the purpose of securing his conformity to
instructions. the draft.
SUBSTANTIAL COMPLIANCE
THEREWITH, ACCEPTABLE; REASON. HEIRS
This Court has held in a number of
occasions that substantial compliance is Salud Teodo Vda. De Perez vs Hon
acceptable where the purpose of the law Zotico Tolete
has been satisfied, the reason being that
the solemnities surrounding the execution FACTS:
of wills are intended to protect the testator
from all kinds of fraud and trickery but are Dr. Jose F. Cunanan and his wife, Dr. Evelyn
never intended to be so rigid and inflexible Perez- Cunanan who became American
as to destroy the testamentary privilege. citizens, established a successful medical
The spirit behind the law was served practice in New York, U.S.A.
though the letter was not. Although there
should be strict compliance with the The Cunanans lived at No. 2896 Citation
substantial requirements of the law in order Drive, Pompey, Syracuse, New York, with
to insure the authenticity of the will, the their children, Jocelyn, 18; Jacqueline, 16;
formal imperfections should be brushed and Josephine, 14.
aside when they do not affect its purpose
On August 23, 1979, Dr. Cunanan executed
and which, when taken into account, may
a last will and testament:
only defeat the testator's will.
1. bequeathing to his wife "all the
remainder" of his real and personal
CASE AT BAR. In the case at bar,
property at the time of his death
private respondent read the testator's will
"wheresoever situated"
and codicil aloud in the presence of the
testator, his three instrumental witnesses,
In the event he would survive his wife:
and the notary public. Prior and subsequent
1. he bequeathed all his property to
thereto, the testator affirmed, upon being
his children and grandchildren with
asked, that the contents read corresponded
Dr. Rafael G. Cunanan, Jr. as
with his instructions. Only then did the
trustee.
signing and acknowledgement take place.
2. He appointed his wife as executrix
There is no evidence, and petitioner does
not so allege, that the contents of the will of his last will and testament and
and codicil were not sufficiently made 3. Dr. Rafael G. Cunanan, Jr. as
known and communicated to the testator. substitute executor.
On the contrary, with respect to the "Huling
Habilin," the day of the execution was not Article VIII of his will states:
the first time that Brigido had affirmed the "If my wife, EVELYN
truth and authenticity of the contents of the PEREZ-CUNANAN, and I
draft. The uncontradicted testimony of Atty. shall die under such
Rino is that Brigido Alvarado already
circumstances that there is
acknowledged that the will was drafted in
not sufficient evidence to
accordance with his expressed wishes even
prior to 5 November 1977 when Atty. Rino determine the order of our
went to the testator's residence precisely for deaths, then it shall be
presumed that I
predeceased her, and my order of our deaths, then it
estate shall be shall be presumed that he
administered and predeceased me, and my
distributed, in all respects, estate shall be administered
in accordance with such and distributed in all
presumption" respects, in accordance with
such presumption" (Rollo, p.
31.)
Four days later, Dr. Evelyn P. Cunanan
executed her own last will and testament On January 9, 1982, Dr. Cunanan and his
containing the same provisions as that of entire family perished when they were
the will of her husband. Article VIII of her trapped by fire that gutted their home.
will estates: Thereafter, Dr. Rafael Cunanan, Jr. as
trustee and substitute executor of the two
"If my husband, JOSE F.
CUNANAN, and I shall die wills, filed separate proceedings for the
under such circumstances probate thereof with the Surrogate Court
that there is not sufficient of the County of Onondaga, New York. On
evidence to determine the April 7, these two wills were
cdasiaonline.com
admitted to probate and letters testamentary Company be directed to deliver the
were issued in his favor. proceeds in the amount of P50,000.00 of
the life insurance policy taken by Dr. Jose
On February 21, 1983, Salud Teodoro
F. Cunanan with Dr. Evelyn Perez-
Perez, the mother of Dr. Evelyn P.
Cunanan and their daughter Jocelyn as
Cunanan, and petitioner herein, filed
beneficiaries. The trial Court granted
with the Regional Trial Court, Malolos,
the motion.
Bulacan a petition for the
reprobate of the two wills Counsel for the Philippine American
ancillary to the probate Life Insurance Company then filed a
proceedings in New York. manifestation, stating that :
- She also asked that she be - said company had delivered to
appointed the special administratrix petitioner the amount of
of the estate of the deceased P49,765.85,
couple consisting primarily of a - representing the proceeds of the life
farm land in San Miguel, Bulacan. insurance policy of Dr. Jose F.
RTC BULACAN: issued an order, Cunanan.
directing the issuance of letters of In a motion dated May 19, 1983, petitioner
special administration in favor of asked that Dr. Rafael Cunanan, Sr. be
petitioner upon her filing of a ordered to deliver to her a Philippine Trust
P10,000.00 bond. The following day, Company passbook with P25,594.00 in
petitioner posted the bond and took her savings deposit, and the Family Savings
oath as special administratrix. Bank time deposit certificates in the total
As her first act of administration, amount of P12,412.52.
petitioner filed a motion, praying
On May 31, Atty. Federico Alday
that the Philippine Life Insurance led a notice of appearance as counsel for
the heirs of Dr. Jose F. Cunanan, appointment or to disqualify, petitioner as
namely, Dr. Rafael Cunanan, Sr., Priscilla special administratix of estates of Dr. Jose and
Cunanan Bautista, Lydia Cunanan Evelyn Cunanan.
Ignacio, Felipe F. Cunanan and Loreto
Cunanan Concepcion (Cunanan heirs).
He also manifested that before receiving
petitioner's motion of May 19, 1983, his
clients were unaware of the ling of the Motion Stated:
testate estate case and therefore, "in the 1. That being the BROTHERS AND
SISTERS AND LEGAL AND
interest of simple fair play," they should
SURVIVING HEIRS of Dr. Cunanan,
be noti ed of the proceedings (Records,
they had been DELIBERATELY
p. 110). He prayed for deferment of the
EXCLUDED in the petition for probate of
hearing on the motion of May 19, 1983. separate wills of the Cunanan spouses
Petitioner then filed a counter thereby misleading the Bulacan court to
manifestation dated June 13, 1983, believe that petitioners was the sole
asserting: heir of the spouses
2. Such misrepresentation deprived them
of their right to due process process in
1. that the "Cunanan collaterals are
violation of Section 4, Rule 76 of the
neither heirs nor creditors of the late
Revised Rules of Court;
Dr. Jose F. Cunanan" and therefore,
a. that Dr. Rafael G. Cunanan, Jr., the
they had "no legal or proprietary executor of the estate of the
interests to protect" and "no right to Cunanan spouses, was likewise not
intervene"; notified of the hearings in the
2. that the wills of Dr. Jose F. Cunanan Bulacan court;
and Dr. Evelyn Perez-Cunanan, being b. that the "misrepresentation and
American citizens, were executed in concealment committed by"
accordance with the solemnities and petitioner rendered her unfit to be a
formalities of New York laws, special administratrix;
3. and produced "effects in this c. that Dr. Rafael G. Cunanan, Jr. had,
jurisdiction in accordance with Art. 16 by virtue of a verified power of
in relation to Art. 816 of the Civil attorney, authorized his father, Dr.
Code"; Rafael Cunanan, Sr., to be his
4. that under Article VIII of the two attorney-in-fact; and
d. that Dr. Rafael Cunanan, Sr. is
wills, it was presumed that the
qualified to be a regular
husband predeceased the wife; and
administrator "as practically all of
5. that "the Cunanan collaterals are
the subject estate in the Philippines
neither distributees, legatees or belongs to their brother, Dr. Jose F.
beneficiaries, much less, heirs as Cunanan"
heirship is only by institution" under a e. Hence, they prayed: (1) that
will or by operation of the law of New the proceedings in the case be
York declared null and void; (2) that
the appointment of petitioner
On June 23, the probate court granted
as special administratrix be set
petitioner's motion of May 19, 1983.
aside; and (3) that Dr. Rafael
Cunanan, Sr. be appointed the
However, The Cunanan heirs filed a MOTION
TO NULLIFY proceedings and to set aside
regular administrator of the In their reply, the Cunanan heirs stressed that
estate of the deceased spouses. on November 24, 1982, petitioner and the
Cunanan heirs had entered into an
Thereafter, the Cunanan heirs filed a agreement in the United States "to
settle and divide equally the estates,"
motion requiring petitioner to submit an
and that under Section 2 of Rule 77 the
inventory or accounting of all monies
"court shall fix a time and place for the
received by her in trust for the estate. hearing and cause notice thereof to be
given as in case of an original will
In her opposition, petitioner asserted: presented for allowance" (Records, pp.
184-185). LLphil
(1) that she was the "sole and only heir" of Petitioner asked that
her daughter, Dr. Evelyn Perez-Cunanan to 1. Dr. Rafael G. Cunanan, Jr. be cited for
the exclusion of the "Cunanan collaterals"; contempt of court for failure to
hence they were complete strangers to comply with the Order of June 23,
the proceedings and were not entitled 1983 and
to notice; 2. for appropriating money of the estate
for his own benefit.
(2) that she could not have "concealed" the 3. She also alleged that she had
name and address of Dr. Rafael G. Cunanan, impugned the agreement of
Jr. because his name was prominently November 24,1982 before the
mentioned not only in the two wills but also Surrogate Court of Onondaga, New
in the decrees of the American surrogate York which rendered a decision on
court; April 13, 1983, finding that "all assets
are payable to Dr. Evelyn P.
(3) that the rule applicable to the case is Cunanan's executor to be then
Rule 77, not Rule 76, because it involved the distributed pursuant to EPTL4-1.1
allowance of wills proved outside of the subd [a] par [4]" (Rollo, p. 52).
Philippines and that nowhere in Section 2 of
On their part, the Cunanan heirs replied
Rule 77 is there a mention of notice being
that :
given to the executor who, by the same
1. Petitioner was estopped from claiming
provision, should himself file the necessary that they were heirs by the agreement
ancillary proceedings in this country; to divide equally the estates.
2. They asserted that by virtue of Section 2
(4) that even if the Bulacan estate came of Rule 77 of the Rules of Court, the
from the "capital" of Dr. Jose F. Cunanan, he provision of Sections 3, 4 and 5 of Rule
had willed all his wordly goods to his wife 76 on the requirement of notice to all
and nothing to his brothers and sisters; and heirs, executors, devisees and legatees
must be complied with.
( 5 ) that Dr. Rafael G. Cunanan, Jr. had 3. They reiterated their prayer:
unlawfully disbursed $215,000.00 to the (1) that the proceedings in the case be
Cunanan heirs, misappropriated nullified;
$15,000.00 for himself and irregularly (2) that petitioner be disqualified as
assigned assets of the estates to his special administratix
American lawyer (Records, pp. 151-160).
(3 ) that she be ordered to submit an monies which she had received
inventory of all goods, chattels, and
cdasiaonline.com
and to surrender the same to the court; succession of the foreign country is the
and same as the law of the Philippines.
(4) that Dr. Rafael Cunanan, Sr. be However, he noted, that there were only
appointed the regular administrator. two witnesses to the wills of the Cunanan
spouses and the Philippine law requires
Petitioner filed a rejoinder, stating that in three witnesses and that the wills were not
violation of the April 13, 1983 decision of signed on each and every page, a
the American court Dr. Rafael G. Cunanan, requirement of the Philippine law. cdphil
Jr. made "unauthorized disbursements from
the estates as early as July 7, 1982" Motion for Reconsideration: Petitioner
(Records, p. 231). Thereafter, petitioner had sufficiently proven the applicable
moved for the suspension of the laws of New York governing the
proceedings as she had "to attend to execution of last wills and testaments.
the settlement proceedings" of the - DENIED. For the suspension of the
estate of the Cunanan spouses in New proceedings but gave her 15 days upon
York. The Cunanans heirs opposed this arrival in the country within which to
motion and filed a manifestation, stating act on the other order issued that same
that petitioner had received $215,000.00 day.
"from the Surrogate's Court as part of - Contending that the second portion of
legacy" based on the aforesaid agreement of the second order left its finality to the
November 24, 1982 discretion of counsel for petitioner, the
Cunanans filed a motion for the
On February 21, 1984, Judge de la Llana reconsideration of the objectionable
issued an order, portion of the said order so that it
1. disallowing the reprobate of the two would conform with the pertinent
wills, provisions of the Judiciary
2. recalling the appointment of petitioner as Reorganization Act of 1980 and the
special administratrix, Interim Rules of Court.
3. requiring the submission of petitioner of RTC MALOLOS: , to which the reprobate
an inventory of the property received by
case was reassigned, issued an order
her as special administratrix and
stating that "(W)hen the last will and
4. declaring all pending incidents moot and
testament . . . was denied probate," the
academic.
case was terminated and therefore all
Judge de la Llana reasoned out that orders theretofore issued should be given
petitioner failed to prove the law of finality. The same Order amended the
New York on procedure and allowance February 21, 1984 Order by requiring
of wills and the court had no way of petitioner to turn over to the estate the
telling whether the wills were inventoried property. It considered the
executed in accordance with the law of proceedings for all intents and purposes,
New York. closed.
Petitioner: filed a motion to resume
In the absence of such evidence, the
proceedings on account of the final
presumption is that the law of
settlement and termination of the abroad were properly executed, genuine
probate cases in New York. and sufficient to possess real and personal
- Three days later, petitioner filed a property; that letters testamentary were
motion praying for the reconsideration of issued; and that proceedings were held on
the Order of April 30, 1985 on the a foreign tribunal and proofs taken by a
strength of the February 21, 1984 Order competent judge who inquired into all the
granting her a period of 15 days upon facts and circumstances and being
arrival in the country within which to act satisfied with his findings issued a decree
on the denial of probate of the wills of admitting to probate the wills in question.
the Cunanan spouses. "However, respondent Judge said that the
- On August 19, respondent Judge documents did not establish the law of
granted the motion and reconsidered the New York on the procedure and allowance
Order of April 30, 1985. LLphil of wills (Records, p. 381). LLjur
On April 9, 1986, petitioner filed a motion
On August 29, counsel for petitioner, who to allow her to present further evidence on
happens to be her daughter, Natividad, filed the foreign law. After the hearing of the
motion on April 25, 1986, respondent Judge
a motion praying that since petitioner was
issued an order wherein he conceded that
ailing in Fort Lee, New Jersey, U.S.A. and insufficiency of evidence to prove the
therefore incapacitated to act as special foreign law was not a fatal defect and was
administratrix, she (the counsel) should be curable by adducing additional evidence. He
named substitute special administratrix. She granted petitioner 45 days to submit the
evidence to that effect.
also filed a motion for the reconsideration of
the Order of February 21, 1984, denying However, without waiting for petitioner
probate to the wills of the Cunanan spouses, to adduce the additional evidence,
respondent Judge ruled in his order
alleging that respondent Judge "failed to
dated June 20, 1986 that he found "no
appreciate the significant probative value of compelling reason to disturb its ruling of
the exhibits . March 31, 1986" but allowed petitioner
3 . which all refer to the offer and to "file anew the appropriate probate
admission to probate of the last wills of proceedings for each of the testator"
the Cunanan spouses including all (Records, p. 391).
procedures undertaken and decrees
The Order dated June 20, 1986 prompted
issued in connection with the said
petitioner to file a second for
probate" (Records, pp. 313-323).
reconsideration stating that she was
Thereafter, the Cunanans heirs filed a "ready to submit further evidence on the
motion for reconsideration of the Order law obtaining in the State of New York"
of August 19, 1985, alleging lack of and praying that she be granted "the
notice to their counsel. opportunity to present evidence on what
the law of the State of New York has on
On March 31, 1986, respondent Judge to the probate and allowance of wills"
which the case was reassigned denied the (Records, p. 393).
motion for reconsideration holding that the
documents submitted by petitioner proved On July 18, respondent Judge denied the
"that the wills of the testator domiciled motion holding that to allow the probate of
two wills in a single proceeding "would be a
departure from the typical and established and that the separate wills of the
mode of probate where one petition takes Cunanan spouses need not be probated
care of one will." He pointed out that even in separate proceedings.
in New York "where the wills in question
were first submitted for probate, they were
dealt with in separate proceedings"
(Records, p. 395).
On August 13, 1986, petitioner filed a
motion for the reconsideration of the Order
of July 18, 1986, citing Section 3, Rule 2 of
the Rules of Court, which provides that no
party may institute more than one suit for a
single cause of action. She pointed out that
separate proceedings for the wills of the
spouses which contain basically the same
provisions as they even named each other
as a beneficiary in their respective wills,
would go against "the grain of inexpensive,
just and speedy determin
On September 11, 1986, petitioner filed a
supplement to the motion for
reconsideration, citing Benigno v. De La
Pea, 57 Phil. 305 (1932) (Records, p. 411),
but respondent Judge found that this
pleading had been filed out of time and that
the adverse party had not been furnished
with a copy thereof. In her compliance,
petitioner stated that she had furnished a
copy of the motion to the counsel of the
Cunanan heirs and reiterated her motion for
a "final ruling on her supplemental motion"
(Records, p. 421).
On November 19, respondent Judge issued
an order, denying the motion for
reconsideration filed by petitioner on the
grounds that "the probate of separate wills
of two or more different persons even if
they are husband and wife cannot be
undertaken in a single petition" (Records,
pp. 376-378).
Hence, petitioner instituted the instant
petition, arguing that the evidence
offered at the hearing of April 11, 1983
sufficiently proved the laws of the State
of New York on the allowance of wills,
HELD :
ID.; ID.; ID.; JOINT PROBATE OF
NOTICE OF TESTATOR'S KNOWN
SEPARATE WILLS PROPER IN CASE AT
HEIRS, LEGATEES, AND DEVISEES, A
BAR;
PRE-REQUISITE THEREFOR; CASE AT
BAR. This petition cannot be
REASON. In the case at bench, the
completely resolved without touching on a
Cunanan spouses executed separate
very glaring fact petitioner has always
wills. Since the two wills contain
considered herself the sole heir of Dr.
essentially the same provisions and
Evelyn Perez Cunanan and because she
pertain to property which in all probability
does not consider herself an heir of Dr.
are conjugal in nature, practical
Jose F. Cunanan, she noticeably failed to
considerations dictate their joint probate.
notify his heirs of the filing of the
As this Court has held a number of times,
proceedings. Thus, even in the instant
it will always strive to settle the entire
petition, she only impleaded respondent
controversy in a single proceeding leaving
Judge, forgetting that a judge whose order
no root or branch to bear the seeds of
is being assailed is merely a nominal or
formal party. The rule that the court future litigation
having jurisdiction over the reprobate of a
will shall "cause notice thereof to be given
as in case of an original will presented for Respondent Judge's view that the Rules
allowance" (Revised Rules of Court, Rule on allowance of wills is couched in
27, Section 2) means that with regard to singular terms and therefore should be
notices, the will probated abroad should interpreted to mean that there should be
be treated as if it were an "original will" or separate probate proceedings for the wills
a will that is presented for probate for the of the Cunanan spouses is too literal and
first time. Accordingly, compliance with simplistic an approach. Such view
Sections 3 and 4 of Rule 76, which overlooks the provisions of Section 2,
require publication and notice by mail or Rule 1 of the Revised Rules of Court,
personally to the "known heirs, legatees, which advise that the rules shall be
and devisees of the testator resident in "liberally construed in order to promote
the Philippines" and to the executor, if he their object and to assist the parties in
is not the petitioner, are required. The obtaining just, speedy, and inexpensive
brothers and sisters of Dr. Jose F. determination of every action and
Cunanan, contrary to petitioner's claim are proceeding." A literal application of the
entitled to notices of the time and place Rules should be avoided if they would
for proving the wills. Under Section 4 of only result in the delay in the
Rule 76 of the Revised Rules of Court, the administration of justice
"court shall also cause copies of the
notice of the time and place fixed for
proving the will to be addressed to the
designated or other known heirs,
legatees, and devisees of the testator, . .
."
cdasia
MIRANDA DIGESTED CASES WILLS AND SUCCESSION ATTY. BATUNGBAKAL

16

Potrebbero piacerti anche