Codoy Vs Calugay
Codoy Vs Calugay
Villaroya for private
EUGENIA RAMONAL CODOY and MANUEL respondents.
RAMONAL, petitioners, vs. EVANGELINE R.
CALUGAY, JOSEPHINE SALCEDO and PARDO, J.:
EUFEMIA PATIGAS, respondents.
Before us is a petition for review on certiorari of
Wills and Succession; Holographic the decision of the Court of Appeals and its 1
of discretion and that the presumption is that the word 1995, Justice Pedro A. Ramirez, ponente, Justices Angelina
“shall,– when used in a statute, is mandatory.–We are Sandoval
convinced, based on the language used, that Article 335
811 of the Civil Code is mandatory. The word “shall– VOL. 312, AUGUST 12, 1999 335
connotes a mandatory order. We have ruled that
“shall– in a statute commonly denotes an imperative Codoy vs. Calugay
obligation and is inconsistent with the idea of “Upon the unrebutted testimony of appellant
discretion and that the presumption is that the word Evangeline Calugay and witness Matilde Ramonal
“shall,– when used in a statute, is mandatory. Binanay, the authenticity of testators holographic will
Same; Same; Same; The goal to be achieved by has been established and the handwriting and
Article 811 is to give effect to the wishes of the signature therein (Exhibit S) are hers, enough to
deceased and the evil to be prevented is the possibility probate said will. Reversal of the judgment appealed
that unscrupulous individuals who for their benefit from and the probate of the holographic will in
_______________ question be called for. The rule is that after plaintiff
has completed presentation of his evidence and the
*
FIRST DIVISION. defendant files a motion for judgment on demurrer to
334
evidence on the ground that upon the facts and the law
plaintiff has shown no right to relief, if the motion is
33 SUPREME COURT granted and the order to dismissal is reversed on
4 REPORTS ANNOTATED appeal, the movant loses his right to present evidence
in his behalf (Sec. 1, Rule 35, Revised Rules of
Codoy vs. Calugay Court). Judgment may, therefore, be rendered for
will employ means to defeat the wishes of the appellant in the instant case.
testator.–Laws are enacted to achieve a goal intended “Wherefore, the order appealed from is
and to guide against an evil or mischief that aims to REVERSED and judgment rendered allowing the
prevent. In the case at bar, the goal to achieve is to probate of the holographic will of the testator Matilde
give effect to the wishes of the deceased and the evil Seño Vda. de Ramonal.– 2
we said that “the object of the solemnities surrounding holographic will of the deceased, who died on
the execution of wills is to close the door against bad January 16, 1990.
faith and fraud, to avoid substitution of wills and In the petition, respondents claimed that the
testaments and to guaranty their truth and authenticity. deceased Matilde Seño Vda. de Ramonal, was of
Therefore, the laws on this subject should be sound and disposing mind when she executed the
interpreted in such a way as to attain these primordial will on August 30, 1978, that there was no fraud,
ends. But, on the other hand, also one must not lose undue influence, and duress employed in the
sight of the fact that it is not the object of the law to person of the testator, and the will was written
restrain and curtail the exercise of the right to make a voluntarily.
will.– However, we cannot eliminate the possibility of
The assessed value of the decedent’s property,
a false document being adjudged as the will of the
testator, which is why if the holographic will is including all real and personal property was about
contested, that law requires three witnesses to declare P400,000.00, at the time of her death. 4
______________
that the will was in the handwriting of the deceased.
Gutierrez and Conrado M. Vasquez, Jr., concurring, CA
PETITION for review on certiorari of a decision Rollo, pp. 83-92.
of the Court of Appeals. Decision, Court of Appeals Records, pp. 83-93.
2
much interested in the proponent that the true Laws are enacted to achieve a goal intended
intention of the testator be carried into effect. And and to guide against an evil or mischief that aims
because the law leaves it to the trial court to decide if to prevent. In the case at bar, the goal to achieve
experts are still needed, no unfavorable inference can is to give effect to the wishes of the deceased and
be drawn from a party’s failure to offer expert the evil to be prevented is the possibility that
evidence, until and unless the court expresses
unscrupulous individuals who for their benefit
dissatisfaction with the testimony of the lay
witnesses. 10
will employ means to defeat the wishes of the
testator.
According to the Court of Appeals, Evangeline So, we believe that the paramount
Calugay, Matilde Ramonal Binanay and other consideration in the present petition is to
witnesses definitely and in no uncertain terms determine the true intent of the deceased.
testified that the handwriting and signature in the _______________
holographic will were those of the testator herself.
Pioneer Texturizing Corporation vs. National Labor
11
Thus, upon the unrebutted testimony of Relations Commission, 280 SCRA 806 (1997); see
appellant Evangeline Calugay and witness also Director of Lands vs. Court of Appeals, 276 SCRA
Matilde Ramonal Binanay, the Court of Appeals 276 (1997); Cecilleville Realty and Service Corporation vs.
sustained the authenticity of the holographic will Court of Appeals, 278 SCRA 819 (1997); Baranda vs.
Gustilo, 165 SCRA 757 (1988).
and the handwriting and signature therein, and
allowed the will to probate. 343
Hence, this petition. VOL. 312, AUGUST 12, 1999 343
The petitioners raise the following issues: Codoy vs. Calugay
_______________
An exhaustive and objective consideration of the
Ibid.
10 evidence is imperative to establish the true intent
of the testator.
342 It will be noted that not all the witnesses
34 SUPREME COURT REPORTS presented by the respondents testified explicitly
2 ANNOTATED that they were familiar with the handwriting of
Codoy vs. Calugay the testator. In the case of Augusto Neri, clerk of
court, Court of First Instance, Misamis Oriental,
1. (1)Whether or not the ruling of the case he merely identified the record of Special
of Azaola vs. Singson, 109 Phil. 102, Proceedings No. 427 before said court. He was
relied upon by the respondent Court of not presented to declare explicitly that the
Appeals, was applicable to the case. signature appearing in the holographic was that of
2. (2)Whether or not the Court of Appeals the deceased.
erred in holding that private respondents Generosa E. Senon, the election registrar of
had been able to present credible Cagayan de Oro City, was presented to identify
evidence to prove that the date, text, and the signature of the deceased in the voters’
signature on the holographic will were affidavit, which was not even produced as it was
written entirely in the hand of the no longer available.
testatrix. Matilde Ramonal Binanay, on the other hand,
3. (3)Whether or not the Court of Appeals testified that:
erred in not analyzing the signatures in Q And you said for eleven (11) years
the holographic will of Matilde Seño . Matilde Vda. de Ramonal resided
Vda. de Ramonal. with your parents at Pinikitan,
Cagayan de Oro City. Would you tell
In this petition, the petitioners ask whether the the court what was your occ upation
provisions of Article 811 of the Civil Code are or how did Matilde Vda. de Ramonal
permissive or mandatory. The article provides, as
keep her self busy that time?
a requirement for the probate of a contested
holographic will, that at least three witnesses A Collecting rentals.
.
Q From where? A. Carrying letters.
. Q. Letters of whom?
A From the land rentals and A. Matilde
. commercial buildings at Pabayo- Q. To whom?
Gomez streets. 12
A. To her creditors. 15
xxx xxx
Q Who sometime accompany her? Q. You testified that at the time of her
. death she left a will. I am showing
A I sometimes accompany her to you a document with its title
. “tugon– is this the document you
Q In collecting rentals does she issue are referring to?
. receipts? A. Yes, sir.
A Yes, sir.
13 ______________
. 14
TSN, September 5, 1990, pp. 24-26.
xxx 15
Ibid., pp. 28-29.
Q Showing to you the receipt dated 23 345
. October 1979, is this the one you are VOL. 312, 345
referring to as one of the receipts AUGUST
which she issued to them? 12, 1999
_______________
Codoy vs. Calugay
TSN, September 5, 1990, p. 23.
12
Q. Showing to you this
Ibid., p. 24.
Exhibit “S,– there is that
13
Q. Why do you say that that is a What Ms. Binanay saw were pre-prepared
signature of Matilde Vda. De receipts and letters of the deceased, which she
Ramonal? either mailed or gave to her tenants. She did not
A. I am familiar with her signature. declare that she saw the deceased sign a
Q. Now, you tell the court Mrs. document or write a note.
Further, during the cross-examination, the
Binanay, whether you know
counsel for petitioners elicited the fact that the
Matilde Vda. de Ramonal kept will was not found in the personal belongings of
records of the accounts of her the deceased but was in the possession of Ms.
tenants? Binanay. She testified that:
A. Yes, sir. Q Mrs. Binanay, when you were asked
Q. Why do you say so? . by counsel for the petitioners if the
A. Because we sometimes post a late Matilde Seno Vda. de Ramonal
record of accounts in behalf of left a will you said, yes?
Matilde Vda. De Ramonal. A Yes, sir.
Q. How is this record of accounts .
made? How is this reflected? Q Who was in possession of that will?
A. In handwritten. 14
.
xxx A I.
Q. In addition to collection of rentals, .
posting records of accounts of Q Since when did you have the
tenants and deed of sale which you . possession of the will?
said what else did you do to acquire A It was in my mother’s possession.
familiarity of the signature of .
Matilde Vda. De Ramonal? Q So, it was not in your possession?
A. Posting records. .
Q. Aside from that? A Sorry, yes.
. A Yes, sir.
Q And when did you come into .
. possession since as you said this was Q Again the third signature of Matilde
originally in the possession of your . Vda. de Ramonal the letter L in
mother? Matilde is continued towards letter
A 1985.17
D.
. A Yes, sir.
xxx .
Q Now, Mrs. Binanay was there any Q And there is a retracing in the word
. particular reason why your mother . Vda.?
left that will to you and therefore you A Yes, sir. 20
346
VOL. 312, 347
34 SUPREME COURT REPORTS AUGUST
6 ANNOTATED 12, 1999
Codoy vs. Calugay Codoy vs. Calugay
Q. After taking that document you Q. Now, that was 1979,
kept it with you? remember one year after the
A. I presented it to the fiscal. alleged holographic will.
Q. For what purpose? Now, you identified a
A. Just to seek advice. document marked as Exhibit
Q. Advice of what? R. This is dated January 8,
A. About the will. 18 1978 which is onlyabout
In her testimony it was also evident that Ms. eight months from August
Binanay kept the fact about the will from 30, 1978. Do you notice that
petitioners, the legally adopted children of the the signature Matilde Vda.
deceased. Such actions put in issue her motive of de Ramonal is beautifully
keeping the will a secret to petitioners and written and legible?
revealing it only after the death of Matilde Seño A. Yes, sir the handwriting
Vda. de Ramonal. shows that she was very
In the testimony of Ms. Binanay, the following exhausted.
were established:
Q. You just say that she was
Q Now, in 1978 Matilde Seno Vda. de very exhausted while that in
. Ramonal was not yet a sickly person 1978 she was healthy was
is that correct? not sickly and she was agile.
A Yes, sir. Now, you said she was
. exhausted?
Q She was up and about and was still A. In writing.
. uprightly and she could walk agilely Q. How did you know that she
and she could go to her building to was exhausted when you
collect rentals, is that correct? were not present and you
A Yes, sir. 19
just tried to explain yourself
. out because of the apparent
xxx inconsistencies?
Q Now, let us go to the third signature A. That was I think. (sic)
. of Matilde Ramonal. Do you know Q. Now, you already observed
that there are retracings in the word this signature dated 1978,
Vda.? the same year as the alleged
A Yes, a little. The letter L is holographic will. In exhibit
. continuous. I, you will notice that there
Q And also in Matilde the letter L is is no retracing; there is no
. continued to letter D?
hesitancy and the signature here below item No. 1, will you tell
was written on a fluid this court whose signature is this?
movement. x x x And in A. Yes, sir, that is her signature.
fact, the name Eufemia R. Q. Why do you say that is her
Patigas here refers to one of signature?
the petitioners? A. I am familiar with her signature. 23
A. Yes, sir.
Q. You will also notice Mrs. So, the only reason that Evangeline can give as to
Binanay that it is not only why she was familiar with the handwriting of the
with the questioned deceased was because she lived with her since
signature appearing in the birth. She never declared that she saw the
alleged holographic will deceased write a note or sign a document.
The former lawyer of the deceased, Fiscal
marked as Exhibit X but in
Waga, testified that:
the handwriting themselves,
Q Do you know Matilde Vda. de
here you will notice the
. Ramonal?
hesitancy and tremors, do
A Yes, sir I know her because she is
you notice that?
. my godmother the husband is my
A. Yes, sir.
21
349
TSN, pp. 64-66.
21
A. I think this signature here it seems said that “the object of the solemnities
to be the signature of Mrs. Matilde surrounding the execution of wills is to close the
door against bad faith and fraud, to avoid
substitution of wills and testaments and to to allow petitioners to adduce evidence in support
guaranty their truth and authenticity. Therefore, of their opposition to the probate of the
the laws on this subject should be interpreted in holographic will of the deceased Matilde Seño
such a way as to attain these primordial ends. But, Vda. de Ramonal.
on the other hand, also one must not lose sight of No costs.
the fact that it is not the object of the law to SO ORDERED.
restrain and curtail the exercise of the right to Davide,
make a will.– Jr. (C.J.), Puno, Kapunan and Ynares-Santiago,
However, we cannot eliminate the possibility JJ.,concur.
of a false document being adjudged as the will of
the testator, which is why if the holographic will Appealed decision set aside.
is contested, that law requires three witnesses to Notes.–The requirements of Article 813 of the
declare that the will was in the handwriting of the New Civil Code affects the validity of the
deceased. dispositions contained in the holographic will, but
The will was found not in the personal not its probate. (Ajero vs. Court of Appeals, 236
belongings of the deceased but with one of the SCRA 488 [1994])
respondents, who kept it even before the death of A will is essentially ambulatory–at any time
the deceased. In the testimony of Ms. Binanay, prior to the testator’s death, it may be changed or
she revealed that the will was in her possession as revoked, and until ad-
________________
early as 1985, or five years before the death of the
deceased. 33
Original Record, Exhibit “S,– p. 101.
There was no opportunity for an expert to 34
Ibid., Exhibit “T,– p. 103.
compare the signature and the handwriting of the
35
Ibid., Exhibit “V,– p. 105.
deceased with other documents signed and 353
executed by her during her lifetime. The only
chance at comparison was during the cross- VOL. 312, AUGUST 12, 1999 353
examination of Ms. Binanay when the lawyer of Garcia vs. House of Representatives
petitioners asked Ms. Binanay to compare the Electoral Tribunal
documents which contained the signature of the mitted to probate, it has no effect whatever and no
deceased with that of the holographic will and she right can be claimed thereunder; An owner’s
is not a handwriting expert. Even the former intention to confer title in the future to persons
lawyer of the deceased expressed doubts as to the possessing property by his tolerance is not
authenticity of the signature in the holographic inconsistent with the former’s taking back
will. possession in the meantime for any reason
_______________ deemed sufficient. (Cañiza vs. Court of
Appeals, 268 SCRA 640 [1997])
Supra.
31
––o0o––
352
35 SUPREME COURT REPORTS
2 ANNOTATED
Codoy vs. Calugay
A visual examination of the holographic will
convince us that the strokes are different when
compared with other documents written by the
testator. The signature of the testator in some of
the disposition is not readable. There were uneven
strokes, retracing and erasures on the will.
Comparing the signature in the holographic
will dated August 30, 1978, and the signatures in
33