Case Summary (G.R. No. L-14003)
Key Dates and Procedural Posture
The trial court rendered a decision on January 15, 1958, denying probate of a holographic will. The proponent appealed to the Supreme Court on points of law. The Supreme Court reviewed whether the quantity and kind of evidence required by Article 811 of the Civil Code for probate of a holographic will is mandatory in the manner applied by the trial court and whether the proponent was obliged to produce three witnesses in a contested proceeding.
Applicable Law and Constitutional Context
Primary statutory provision: Article 811, Civil Code of the Philippines (as quoted in the decision), which prescribes that at least one witness who knows the handwriting and signature of the testator must declare that the will and signature are in the testator’s handwriting, and that if the will is contested at least three such witnesses shall be required; if no competent witness is available, expert testimony may be resorted to if the court deems it necessary. Other relevant Civil Code provisions cited: Articles 805 and 810 (on formal requisites of ordinary and holographic wills). Constitutional context: the decision was rendered in 1960, during the period governed by the 1935 Philippine Constitution.
Facts Found by the Trial Court
The trial court found that Fortunata died on September 9, 1957. The holographic will (Exh. C) named Maria Milagros Azaola as sole heir. The proponent offered one witness, Francisco Azaola, who testified that he had seen the holographic will about a month before the testatrix’s death, received it from the testatrix, and that he recognized the handwriting and signatures as those of the testatrix. To corroborate, the proponent introduced several documents (a mortgage, powers of attorney, deeds of sale, an affidavit, and residence certificates) to show comparable handwriting and signatures. The estate included property in Luskot, Quezon City valued at P7,000.
Grounds of Opposition at Trial
The oppositor contested the probate on two principal grounds: (1) that execution of the will was procured by undue and improper influence exerted by the proponent and his wife; and (2) that the testatrix did not intend the instrument to be her last will, and that the instrument’s date was falsified (it was argued to have been written in August 1957 rather than dated November 20, 1956).
Trial Court’s Ruling and Basis for Denial
The trial court denied probate on the ground that Article 811 required the proponent, in a contested proceeding, to produce at least three witnesses who can declare that the will and signature are in the handwriting of the testatrix; because the proponent produced only one witness, and because that witness did not prove sufficiently that the body of the will was in the testatrix’s handwriting, probate was rejected.
Issue on Appeal
Whether Article 811 compels compulsory presentation of three witnesses to identify the handwriting and signature of a holographic will in every contested probate proceeding such that failure to produce three witnesses mandates denial of probate; and whether a single lay witness’s testimony supplemented by documentary comparisons and, where necessary, expert examination can suffice.
Legal Analysis and Interpretation of Article 811
The Supreme Court agreed with the proponent that when the authenticity of a holographic will is not contested, one witness is sufficient. More critically, the Court held that Article 811 should not be interpreted so rigidly as to make the production of three witnesses a mandatory and conclusively dispositive requirement in every contested case. The Court reasoned that the statutory rule must be read in light of the nature of holographic wills: unlike ordinary wills (Article 805) that require at least three witnesses to be present at execution, holographic wills (Article 810) require no witnesses at execution. Consequently, requiring production of three witnesses post factum could be impossible or absurd, since knowledgeable witnesses may not exist or may be unwilling to testify. The statute itself anticipates such eventualities by permitting resort to expert testimony “in the absence of any competent witness” and by conditioning that recourse on the court’s discretion (“if the court deems it necessary”).
Role of Expert Testimony and Judicial Discretion
The Court emphasized that the trial court must be satisfied of the will’s authenticity and must “exhaust all available lines of inquiry.” Where lay testimonial identification is lacking or unconvincing, the court should call for handwriting experts. Even where lay witnesses are produced, prudence may dictate expert comparison to dissolve remaining doubts. The phrase “if the court deem it necessary” grants the trial court discretion to require expert evidence; the failure of a party to offer expert testimony does not, by itself, produce an adverse inference unless the court expresses dissatisfaction with lay testimony.
Policy and Comparative Reasoning
The Court observed that the three-witness rule for holographic wills likely derives from rules governing ordinary wills under older jurisprudence, but that the rigid import of that rule is inappropriate for holographic wills due to their solitary execution. The Court cited doctrinal commentary (on analogous Spanish law) to support the view that trial courts should often seek expert comparison to assist in evaluating holographic testamentary documents, even when
Case Syllabus (G.R. No. L-14003)
Case Caption and Procedural Posture
- Reporter citation: 109 Phil. 102; G.R. No. L-14003; decided August 05, 1960.
- Appeal taken on points of law from a decision rendered January 15, 1958 by the Court of First Instance of Quezon City in Special Proceedings No. Q-2640.
- Nature of appeal: determination of the quantity of evidence required for the probate of a holographic will.
Established Facts
- Decedent: Fortunata S. Vda. de Yance, died September 9, 1957, at 13 Luskot, Quezon City, known to be her last residence.
- Proponent of probate: Francisco Azaola (identified in the record as witness and proponent through petitioner Federico Azaola).
- Instrument for probate: a holographic will marked as Exhibit C, by which Maria Milagros Azaola was made sole heir, as against the nephew of the deceased, Cesario Singson.
- Testimony of Francisco Azaola:
- He testified he saw the holographic will (Exh. C) about one month before the death of the testatrix, when it was handed to him and his wife.
- He testified he recognized all the signatures in Exh. C as the handwriting of the testatrix.
- In one answer he stated the holographic will was handed to him by the testatrix and said, "apparently it must have been written by her" (t.s.n., p. 11).
- Later in the same transcript (p. 16) he answered affirmatively that he was familiar with the penmanship and handwriting of Fortunata Vda. de Yance and, when asked whether the penmanship appearing in the holographic will was hers, he answered, "I would definitely say it is hers."
- Documentary materials offered for comparison and identification:
- Mortgage (Exh. E).
- Special power of attorney (Exh. F).
- General power of attorney (Exh. F-1).
- Deeds of sale (Exhs. G and G-1).
- Affidavit (Exh. G-2).
- Two residence certificates (Exhs. H and H-1).
- The assessed value of the deceased’s property in Luskot, Quezon City was shown to be P7,000.00.
Opposition to Probate — Grounds Alleged by Cesario Singson (Oppositor)
- The opposition to probate rested on two principal grounds:
- That the execution of the will was procured by undue and improper pressure and influence on the part of the petitioner and his wife.
- That the testatrix did not seriously intend the instrument to be her last will, and that the instrument was actually written on the 5th or 6th day of August 1957 and not on November 20, 1956 as appears on the will.
Lower Court Ruling (Court of First Instance)
- Probate was denied by the trial court on the following bases:
- The trial court relied upon Article 811 of the Civil Code and held that, since the probate was contested, the proponent was required to present three witnesses who could declare that the will and the signature were in the handwriting of the testatrix.
- The trial court found that the lone witness presented by the proponent (Francisco Azaola) "did not prove sufficiently that the body of the will was written in the handwriting of the testatrix."
Statutory Provision at Issue (Article 811, Civil Code)
- The decision quotes Article 811 in full as follows:
- "Art. 811. In the probate of a holographic will, it shall be necessary that at least one witness who knows the handwriting and signature of the testator explicitly declare that the will and the signature are in the handwriting of the testator. If the will is contested, at least three of such witnesses shall be required. In the absence of any competent witness referred to in the preceding paragraph, and if the court deems it necessary, expert testimony may be resorted to. (691a)"
Arguments of the Proponent/Appellant (Federico Azaola)
- Two principal arguments were advanced on appeal:
- First, that the proponent was not bound to produce more than one witness because the will's authenticity was not questioned.