Case Digest (G.R. No. 232131) Core Legal Reasoning Model
Core Legal Reasoning Model
Facts:
In Kalaw v. Relova, G.R. No. L-40207, decided on September 28, 1984 under the 1973 Constitution, private respondent Gregorio K. Kalaw petitioned the Court of First Instance of Batangas, Branch VI, Lipa City on September 1, 1971, for probate of the holographic will of his deceased sister, Natividad K. Kalaw, executed December 24, 1968. The will originally named petitioner Rosa K. Kalaw, another sister, as sole heir, but bore two un-authenticated alterations striking out Rosa’s name and substituting Gregorio as sole heir and executrix. On November 10, 1971, Rosa opposed probate, invoking Article 814 of the Civil Code’s requirement that any insertion, cancellation, erasure or alteration in a holographic will be authenticated by the testator’s full signature. After NBI handwriting examination confirmed all writings were Natividad’s, the trial court, in an Order dated September 3, 1973, denied probate for failure to authenticate the alterations. Gregorio’s motion for reconsideration Case Digest (G.R. No. 232131) Expanded Legal Reasoning Model
Expanded Legal Reasoning Model
Facts:
- Testatrix and Will Execution
- Natividad K. Kalaw, 63 years old, single, resident of Lipa City, executed a holographic will on December 24, 1968.
- The will provided for her burial in the Lipa City Catholic Church, the erection of a monument at her expense, the bequest of all her real and personal property, and the appointment of her brother, Gregorio K. Kalaw, as sole executrix, bond-exempt.
- The instrument as first written named her sister, Rosa K. Kalaw, as sole heir before insertions and cancellations were made.
- Judicial Proceedings
- September 1, 1971: Gregorio filed a petition for probate of the holographic will before the Court of First Instance of Batangas, Branch VI.
- November 10, 1971: Rosa opposed probate, alleging that interlineations and alterations were not authenticated by the testatrix’s full signature as required by Article 814 of the Civil Code.
- The National Bureau of Investigation reported that the handwriting, signature, insertions, and initials were all in the testatrix’s hand.
- September 3, 1973: Trial court denied probate, holding that the alterations were not authenticated by the full signature and thus the will failed Article 814.
- November 2, 1973: Reconsideration was denied on the ground that Article 814 is clear and mandatory.
- Rosa filed a petition for review on certiorari before the Supreme Court, raising the sole legal question of whether the original unaltered text should be probated.
Issues:
- Whether a holographic will bearing insertions, erasures, and cancellations not authenticated by the testatrix’s full signature may be admitted to probate.
- Whether, if the altered holographic will is void, the original unaltered provisions naming Rosa as sole heir should be given effect.
Ruling:
- (Subscriber-Only)
Ratio:
- (Subscriber-Only)
Doctrine:
- (Subscriber-Only)