03 Module 2 Part 2 + Module 3 Part 1 Articles 820 - 837
03 Module 2 Part 2 + Module 3 Part 1 Articles 820 - 837
SUBSECTION 4
WITNESSES TO WILLS
1. Be of sound mind;
2. Be at least 18 years of age;
3. Be able to read and write;
4. Not be blind, deaf, or dumb;
5. Be domiciled in the Philippines; and
6. Not have been convicted (by final judgment) of falsification of a document; perjury; or false
testimony.
• The word “credible” with reference to the witnesses of a will does not have the same meaning of
“credible witness” under the Naturalization Law. In wills, a credible witness must have all the
qualifications specified by the Civil Code.
• It is not essential for the witness to be able to speak and write the very language in which the will
was written. This is so, since after all, the witness does not even have to know the contents of the
will. Therefore, he does not have to understand the language concerned.
• It is not even essential for the witness to know the language in which the attestation has been
written. It is sufficient that the same be interpreted to him.
[Drafted by J. Rementilla] – While all attempts to ensure the accuracy of the reviewer are made, errors (typographical
or not) may have been possibly made. As such, discretion in the use of the reviewer is advised.
I. More Qualifications for Witnesses than for Testators
• The qualifications of a witness to a notarial will are numerically more than those required of a
testator. For instance, while a blind or illiterate person can make a will, but he cannot be a witness
to a notarial one.
• Observe, however, that it is not essential that the witness be a citizen of the Philippines, for
domicile is what the law merely requires. Domicile as defined in the Civil Code as the place of
habitual residence.
• If a Filipino in the US wants to execute a notarial will in accordance with Philippine laws, it is
submitted that his witnesses do not have to be domiciled in the witnesses.
• It should be observed that, generally, there are two reasons for the requirement of Philippine
domicile:
1. The assurance that the witness will be available at the time the will is presented for probate;
2. The likeliness of personal acquaintance with the testator (hence, greater credibility as a
witness, for example, on the soundness of mind of the testator).
• If the pardon was given because of the man’s innocence, as when somebody else had been
proved to be the really guilty person, he can now act as a witness to a will. There is because
there is no mental dishonesty.
• If the absolute pardon was an act of Executive grace of clemency, it is submitted that the
disqualification remains, for even an absolute pardon does not remove civil consequences. The
would-be witness still has a taint of mental dishonesty.
[Drafted by J. Rementilla] – While all attempts to ensure the accuracy of the reviewer are made, errors (typographical
or not) may have been possibly made. As such, discretion in the use of the reviewer is advised.
V. Disqualification of Notary Public Concerned
• The notary public before whom the notarial will is acknowledged is disqualified to be witness to the
said will. It would be absurd for him (as witness) to be acknowledging something before himself
(as notary public).
• While the instrumental witnesses to a will must be shown to have the qualifications under Article
820 and none of the disqualifications under Article 82, it is presumed that they are trustworthy and
reliable, unless the contrary is established.
• Subsequent incapacity is immaterial. Of course, if the witness is incapacitated to testify at the time
of probate, he cannot testify as a witness. This does not mean, however, that the validity of the will
is impaired by such act.
• Also, capacity as a witness to a will is different from capacity as a witness in court. To be a
witness in court, it is sufficient that a person be “possessed of organs of perception, and
perceiving can make known what he has perceived.” Hence, a minor can be a witness in court.
• The persons named in the Article are incapacitated to inherit, but not incapacitated as witnesses.
Hence, only the part appertaining to them should be considered void.
• The disqualification extends to the witness, the spouse of the witness, the parent of the witness,
the child of the witness, and anyone claiming the right of said witness, spouse, parent, or child.
• Other relatives of the witness like his brother or sister, to whom a devise or legacy has been given,
can get the inheritance.
[Drafted by J. Rementilla] – While all attempts to ensure the accuracy of the reviewer are made, errors (typographical
or not) may have been possibly made. As such, discretion in the use of the reviewer is advised.
II. Effect if Witness is a Compulsory Heir
• If the witness, spouse, parent, or child (of the witness) is a compulsory heir, said heir is entitled to
the legitime. Otherwise, this would be an easy way to sort of disinherit him without any justifiable
cause. The purpose of the law being to prevent undue influence, it is understood that the
prohibition refers only to the free portion.
• While the law says only devise or legacy, it should be understood to refer also to the institution of
an heir (voluntary) and or even of compulsory heirs also, but only insofar as he has been given the
free portion or an excess of his legitime.
I. Creditors as Witnesses
SUBSECTION 5
CODICILS AND INCORPORATION BY REFERENCE
I. Codicil
• It is derived from the Latin “codex” and literally means a little code or a little will (although, of
course, physically, it may be larger or longer than a will.
• A codicil, since it refers to a will, cannot be made before a will; it is always made after.
• Of course, even the codicil may later on be revoked by another will or codicil.
[Drafted by J. Rementilla] – While all attempts to ensure the accuracy of the reviewer are made, errors (typographical
or not) may have been possibly made. As such, discretion in the use of the reviewer is advised.
I. Formalities of Codicils
• A notarial will may be revoked by either a notarial or holographic codicil; similarly, a holographic
will may be revoked by a holographic or notarial codicil.
• Further:
1. If a codicil is not executed with the formalities of a will, said codicil is void.
2. A valid will can never be revoked, expressly or impliedly, by an invalid codicil.
(1) The document or paper referred to in the will must be in existence at the time of the execution of
the will;
(2) The will must clearly describe and identify the same, stating among other things the number of
pages thereof;
(3) It must be identified by clear and satisfactory proof as the document or paper referred to therein;
and
(4) It must be signed by the testator and the witnesses on each and every page, except in case of
voluminous books of account or inventories.
I. Incorporation by Reference
• The purpose of the Article is to provide for those cases when a testator wishes to incorporate to
his will only by reference (i.e., without copying the whole thing) certain documents or papers,
especially inventories and books of accounts. Thereby, the testator is able to save time and
energy.
• Said documents or inventories, when referred to in a notarial will, do not need any attestation
clause, because the attestation clause of the will itself is sufficient.
1. The document or paper referred to in the will must be in existence at the time of the execution
of the will. Therefore:
[Drafted by J. Rementilla] – While all attempts to ensure the accuracy of the reviewer are made, errors (typographical
or not) may have been possibly made. As such, discretion in the use of the reviewer is advised.
• Reference to future papers will rendered the incorporation void. However, the will itself remains
valid.
• The will must refer to the papers as having been already made; it is not enough that in truth it was
already in existence.
2. The will must clearly describe and identify (locations, general appearance) the same, stating
among other things, the number of pages thereof. This is true even in the case of voluminous
books of account or inventories.
3. It must be identified by clear and satisfactory proof as the document or paper referred to
therein (parol evidence or evidence aliunde is needed here.”
4. It must be signed by the testator and the same instrumental witnesses on each and every
page, except in the case of voluminous books of accounts or inventories.
• From the fact that Article 827(4) speaks of “witnesses,” it is reasonable to believe that as a rule,
only notarial wills can have this incorporation by reference.
• However, it is submitted that:
1. If a holographic will happens to have at least three credible and qualified witnesses, there can
be a proper incorporation by reference.
2. Moreover, if a holographic will with no witnesses refers to a document entirely written, dated,
and signed in the handwriting of the testator, there can also be a proper incorporation by
reference.
SUBSECTION 6
REVOCATION OF WILLS AND TESTAMENTARY DISPOSITIONS
I. Revocability of a Will
• Until the death of the testator, a will is ambulatory and revocable, since after all, the will concerns
a disposition of properties and rights effective after death.
• The heirs do not acquire any vested right to the disposition in a will until after the testator’s death.
[Drafted by J. Rementilla] – While all attempts to ensure the accuracy of the reviewer are made, errors (typographical
or not) may have been possibly made. As such, discretion in the use of the reviewer is advised.
• Provisions in a will which are ordered to be effected immediately, even during the testator’s
lifetime, are all right, provided the proper formalities and requisites are present, but they are not
really testamentary disposition.
• A codicil may have revoked expressly or impliedly a will, and it is well-known that a will is
essentially revocable. It is not indeed essential for both the will and the codicil to have been
presented for probate at the same time. Moreover, opposition to the probate of the codicil may still
be allowed, even if the oppositor had not objected to the will itself. This is because, in. the opinion
of the oppositor, the codicil may be defective.
II. Observation
• It is curious that in the case of a revocation outside the Philippines by a person not domiciled in
the Philippines, the law speaks of the place of the making, not the revocation. This apparently
disregards the rule of lex loci celebrationis.
[Drafted by J. Rementilla] – While all attempts to ensure the accuracy of the reviewer are made, errors (typographical
or not) may have been possibly made. As such, discretion in the use of the reviewer is advised.
Article 830, Civil Code
No will shall be revoked except in the following cases:
A. Meaning
• The kind of revocation produced by operation of law when certain acts or events take place after a
will has been made, rendering void or useless either the whole will or certain testamentary
dispositions therein. Note, however, that the revocation of a legacy does not operate to revoke the
entire will. Only total and absolute revocation of the entire will prevent the probate of the revoked
testament.
• Reason for allowing revocation by implication of law: there may be certain changes in the family or
domestic relations or in the status of his property, such that the law presumes a change of mind
on the part of the testator.
• Some instances of revocation by implication of law:
1. When after the testator has made a will, he sells, or donates the legacy or devise.
2. Provisions in a will in favor of a spouse who has given cause for legal separation shall be
revoked by operation of law the moment a decree of legal separation is granted.
3. When an heir, legatee, or devisee commits an action of unworthiness under Article 1032.
4. When a credit that had been given as a legacy is judicially demanded by the testator.
5. When one, some or all of the compulsory heirs have been preterited or omitted, the institution
of heir is void.
[Drafted by J. Rementilla] – While all attempts to ensure the accuracy of the reviewer are made, errors (typographical
or not) may have been possibly made. As such, discretion in the use of the reviewer is advised.
• It is settled that revocation by implication of law exists because we presume a change of mind on
the part of the testator. Now then, suppose the testator never intended to change his mind, should
there still be revocation by implication of law? Yes, what the testator should do in a case like this is
to manifest his unchanged mind by executing a new will or codicil. American jurisprudence
provides that where the revocation of a will is presumed by law from a change in the testator’s
circumstances, evidence is generally not admissible to rebut the presumption, at least not
evidence of subsequent unexecuted intentions of the testator. In some cases though, if the
subsequent intention has been executed or manifested by a new will, for instance, said new will
must prevail.
A. Requisites
• It is sufficient even if a small part of the instrument itself be burned even though the entire writing
itself be left untouched.
• If thrown into the fire with the intent to revoke, and it was burned in three places without scorching
the writing, there is already a revocation even if, unknown to the testator, somebody was able to
snatch it from the fire and thus saved it.
• It is clear that the physical act of destruction of a will, like burning in this case, does not per se
constitute an effective revocation, unless the destruction is coupled with animus revocandi on the
part of the testator. It is not imperative that the physical destruction be done by the testator
himself. It may be performed by another person but under the express direction and in the
presence of the testator. It goes without saying that the document destroyed must be the will itself.
• If a will is burned accidentally, there is no revocation in view of the lack of intention.
• If the envelope containing a will is burned, but the will itself is untouched, there is no revocation
even if there be intent to revoke. This is because there was no overt act of burning the will, as
distinguished from the envelope.
[Drafted by J. Rementilla] – While all attempts to ensure the accuracy of the reviewer are made, errors (typographical
or not) may have been possibly made. As such, discretion in the use of the reviewer is advised.
III. The Overt Act of Tearing
• Obliteration – renders the word illegible; cancellation – is the drawing of lines across a text, but the
words remain legible.
• Either of the two revokes a will, totally or partially.
• If all parts are cancelled or obliterated, or if the signature is cancelled or obliterated, the whole will
is revoked, the reason in the case of the signature being that the act strikes at the existence of the
whole instrument.
• Cancellation of the signature of witnesses to a holographic will leaves the will valid, since no
witnesses are after all required.
• Cancellation or obliteration of non-vital part leaves the other parts in force.
V. Mutilation
• Revocation in this manner may be express or implied. Implied revocations consist in complete
inconsistency between the two wills.
• A will may be revoked by a sufficient will or codicil, either notarial or holographic.
• It is essential, however, that the revoking will be itself a valid will (validly executed as to form),
otherwise there is no revocation.
• The revocation made in the subsequent will must indeed be a definite one. A mere declaration
that sometime in the future, the first would be revoked, is not enough. However, there is nothing
wrong in making the revocation conditional, that is, the revocation takes place only if the condition
is fulfilled (the doctrine of “conditional revocation,” also called “dependent relative revocation”).
[Drafted by J. Rementilla] – While all attempts to ensure the accuracy of the reviewer are made, errors (typographical
or not) may have been possibly made. As such, discretion in the use of the reviewer is advised.
• In one case, it was held that while it is true that revocation was not produced by the execution of
an invalid will, revocation was made through an overt act – the act of tearing or destruction – with
animo revocandi. However, in a subsequent case, it was ruled that there was no revocation either
by subsequent will (for same was invalid) or an overt act (since the act of destruction or tearing the
first will was prompted by the false belief that the second will had been validly executed). To put it
another way, the doctrine of dependent relative revocation – the revocation by destruction or overt
act was good only of this condition is fulfilled; therefore, the revocation by overt act did not really
materialize.
• A second will referred to by the testator as his “last will” revokes completely the first will,
particularly if the provision of the tow, as to who were being instituted as heirs, are inconsistent.
• If a notarial will has been lost or destroyed without intent to revoke, its content may nevertheless
still be proved by:
• This Article speaks of implied revocation, and this may be total or partial. It is partial if there is
inconsistency only in certain provisions.
• The law does not favor revocation by implication, and therefore efforts to reconcile must be made.
[Drafted by J. Rementilla] – While all attempts to ensure the accuracy of the reviewer are made, errors (typographical
or not) may have been possibly made. As such, discretion in the use of the reviewer is advised.
Article 832, Civil Code
A revocation made in a subsequent will shall take effect, even if the new will should become inoperative
by reason of the incapacity of the heirs, devisees or legatees designated therein, or by their
renunciation.
• There is a difference between an invalid will, and a valid but ineffective will.
• An invalid will revoking will cannot revoke. But a valid though ineffective will can revoke.
• If the revoking will is both invalid and ineffective, it is clear that there can be no revocation.
• This Article is one of the aspects of “dependent relative revocation,” or more properly, at least for
the purpose of this Article, a revocation made under a mistake.
• The fact that the cause for the revocation was a false belief or a mistake must be found on the
face of the will or codicil itself, i.e., if the revocation is through a will or codicil.
• According to the Civil Code, voluntary recognition of an illegitimate child may be done:
1. In a record of birth;
2. Will;
3. Statement before a court of record; or
4. Any authentic writing.
• Now then, if the will in which recognition had been made is subsequently revoked, the recognition
still remains valid.
• While a will is essentially revocable, recognition is irrevocable (unless there be vitiated consent).
• Moreover –
[Drafted by J. Rementilla] – While all attempts to ensure the accuracy of the reviewer are made, errors (typographical
or not) may have been possibly made. As such, discretion in the use of the reviewer is advised.
SUBSECTION 7
REPUBLICATION AND REVIVAL OF WILLS
I. Republication
• It is the process of re-establishing a will, which has become useless because it was void, or had
been revoked.
1. To republish a will void as to its form, all the dispositions must be reproduced or copied in the new
or subsequent will.
2. To republish a will valid as to its form but already revoked, the execution of a codicil which makes
reference to the revoked will is sufficient. Here, mere reference is enough: there is no necessity of
reproducing all the previous dispositions. Of course, in this case, there would be nothing wrong
with re-execution.
[Drafted by J. Rementilla] – While all attempts to ensure the accuracy of the reviewer are made, errors (typographical
or not) may have been possibly made. As such, discretion in the use of the reviewer is advised.
III. Query
• It is submitted that a will, invalid because of fraud or force or undue influence or because the
testator was under 18 or was insane, can be republished by mere reference in a codicil. This is
because the defect in the will did not related to the form. Form, in this article, it is believed, refers
to such things as the number of witnesses, lack of or fatal defect in the attestation, lack of
acknowledgment, etc., but not to vitiated consent.
• A void will or a revoked will is a nullity, devoid of any effect, and is useless. The only ways of
giving effect to it are:
II. Revival
• While omission of a compulsory heir in the institution of heir annuls the institution, still if the
omitted heir dies ahead of the testator, the institution is revived, without prejudice to the right of
representation.
• If after making a will, the testator makes a second will impliedly revoking the first, the revocation of
the second will revives the first will.
[Drafted by J. Rementilla] – While all attempts to ensure the accuracy of the reviewer are made, errors (typographical
or not) may have been possibly made. As such, discretion in the use of the reviewer is advised.
Article , Civil Code
Case Title:
Ticker:
Facts
Issue
Arguments
Ruling
Petitioner Respondent
Final Ruling:
Case Title:
Premise
Doctrine
[Drafted by J. Rementilla] – While all attempts to ensure the accuracy of the reviewer are made, errors (typographical
or not) may have been possibly made. As such, discretion in the use of the reviewer is advised.