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Velasco v. Lopez

This document is a Supreme Court ruling from 1903 regarding the validity of an open will. The will omitted the hour of execution, which is required by the Civil Code. The Court rules the will is invalid, as all formalities prescribed for open wills must be followed exactly, even if they seem insignificant or meaningless in a particular case. Failing to observe any formality, including stating the hour, would invalidate the entire will according to the Civil Code. The Court finds no reason to depart from the clear language of the law.

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100% found this document useful (1 vote)
52 views3 pages

Velasco v. Lopez

This document is a Supreme Court ruling from 1903 regarding the validity of an open will. The will omitted the hour of execution, which is required by the Civil Code. The Court rules the will is invalid, as all formalities prescribed for open wills must be followed exactly, even if they seem insignificant or meaningless in a particular case. Failing to observe any formality, including stating the hour, would invalidate the entire will according to the Civil Code. The Court finds no reason to depart from the clear language of the law.

Uploaded by

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Today is Monday, June 28, 2021

Constitution Statutes Executive Issuances Judicial Issuances Other Issuances Jurisprudence International Legal Resources AUSL Exclusive

Republic of the Philippines


SUPREME COURT
Manila

EN BANC

G.R. No. 905 February 12, 1903

ISABEL VELASCO Y RESURRECCION, plaintiff-appellee,


vs.
FRANCISCO LOPEZ Y LOPEZ, defendant-appellant.

Felipe G. Calderon, for appellant.


Francisco Ortigas, for appellee.

LADD, J.:

The plaintiff is one of the next of kin, and the defendant and the testamentary heir, of Santiago Velasco, who died at
Namacpacan, in La Union, December 4, 1895. The plaintiff seeks a declaration that Velasco's will is void on several
grounds, only one of which, in the view we have taken of the case, it will be necessary to consider.

The will in question was an open one, executed before a notary and three witnesses. The date of the execution of
the will is expressed therein in the following words, viz: "In San Fernando, on the twenty-second of December,
eighteen hundred and ninety-three." The hour is not stated. It is claimed that this omission invalidates the will.

Book III, Title III, Chapter I, article 695, of the Civil Code, provides with reference to open wills as follows: "The
testator shall express his last will to the notary and to the witnesses. After the testament had been drafted in
accordance with the same, stating the place, year, month, day, and hour of its execution, it shall be read aloud," etc.
Book III, Title III, Chapter I, article 687, provides that "Any will, in the execution of which the formalities respectively
established in this chapter have not been observed, shall be void."

The word "formalities," in the connection in which it is here used, refers to the mode or form in which the juristic act
of executing a will is to be performed. As respects each one of the several classes of wills established by the Code,
certain directions are given as to the manner in which the intention of the testator must be expressed. Article 687,
establishing a sanction to secure the observance of these rules, provides that if they are not followed, the will shall
have no legal existence.

The sanction of article 687 is general. No exceptions are recognized. Its language excludes the idea of a distinction
between essential and nonessential formalities. All the formalities prescribed are equally essential, and in order that
an expression of testamentary intention may operate as a will, producing legal results as such, it must be clothed
with all these formalities, however insignificant they may be in themselves, or however meaningless they may be
when considered in relation to the circumstances of the particular case.

Such is obviously the effect of article 687 considered independently, and we find nothing in the other provisions of
the Code on the subject of wills which directly modifies the meaning of this article or inferentially indicates a different
legislative intent.

The place where and the time when a juristic act is performed are often material circumstances in determining its
validity or consequences. Ordinarily the time relation of the act is sufficiently defined by fixing the year, month, and
day. Article 695 provides that in an open will the time of execution must be fixed by expressing not only these details
but also the hour. The law thus explicitly defines, as respects open wills, in what this particular formality shall
consist. Nothing is left to inference, as would be the case, for example, if the provision were merely that the will
:
should be dated. there is no room for interpretation.

Although a will has always been considered as essentially formal instrument, the expression of the date with the
detail prescribed in article 695 is an unusual, and may perhaps be regarded as an unnecessary requirement. This
provision, however, was not without precedent in foreign systems of legislation at the time of its enactment (see
article 771 of the Civil Code of Guatemala of 1877), and it has since been followed in at least one foreign Code (see
article 892 of the Civil Code of Honduras of 1899).

Its purpose is easily perceived. It is to provide against such contingencies as that of two competing wills executed
on the same day (Quintus Mucius Scaevola, Commentaries, Vol. 12, p. 425; Manresa id., Vol. 5, p. 508), or of a
testator becoming insane on the day on which the will was executed (Manresa, ubi supra). We may assume that the
framers of the Code regarded the requirement as a desirable one for these and perhaps for other reasons. No. 15 of
the Law establishing the bases in accordance with which the Code was to be framed provides, with reference to the
subject of successions, that "the substance of the existing legislation respecting testaments in general, their form
and solemnities shall be maintained ... and the law now in force reduced to order and systematized, and
supplemented with such provisions as may tend to secure authenticity and facility in the expression of wills." The
framers of the Code doubtless understood that in requiring in open wills the expression not only of the year, month,
and day of their execution but also of the hour, they were following the precept of the law of bases by preserving the
existing rule (Alcubilla, Dictionary of Spanish Administration, Vol. 9, p. 749) and providing an additional safeguard of
authenticity.

But we are not concerned with the expediency of the provision in question, nor is it necessary for us to satisfy
ourselves as to the considerations which led to this adoption. The language of the law is too plain and unambiguous
to justify us in entering upon such inquiries for the purpose of ascertaining the legislative intent. And to the argument
that the requirement has no appreciable practical utility and is calculated in a great majority of the cases in which it
may be invoked for the purpose of invalidating a will to work injustice and hardship, by defeating the purposes of the
testator and disappointing the expectations of his intended beneficiaries, it is a sufficient answer to say that we must
administer the law not as we think it ought to be but as we find it and without regard to consequences. We are not
authorized to distinguish where the law has made no distinction. If we could hold in this case that the expression of
the hour might be omitted in an open will, we might, with equal reason, in a case where the testator's testamentary
capacity was unquestioned and no claim was made that the will had been revoked by a subsequent one, hold that
the day, the month or the year could be omitted; so we might hold that two witnesses instead of three were
sufficient, and in short we might go on disregarding one formality after another, in order to subserve the justice of the
particular case, until we had repealed the entire system established by the Code.

We have discovered nothing in the jurisprudence of the supreme court of Spain which is in conflict with the views
above expressed.

In a decision of November 17, 1898, a holographic will dated January 2, 1895, but written on stamped paper of
1894, was held valid, although article 688 provides that in order that wills of this class may be valid they must be
written "on stamped paper corresponding to the year of their execution." The decision is put upon the ground that
the date of a holographic will is not absolutely determinative of the time of its execution; that the time of the
execution of a holographic will, there being in that class of wills no legal requirement of unity of act, comprehends
the entire period required to complete the work of drafting the will, provided there is no voluntary suspension of work
by the testator; that such period may and commonly does extend over several days; and that in the case then under
consideration the proximity of the date of the will to the termination of the preceding year afforded reasonable
ground for supposing that its execution had been begun in 1894. It is clear from the reasoning of the court that in a
case where it was shown that stamped paper of a different year from that of the execution of the will had been used,
the failure to comply with the requirement of the law would be held to entail the nullity of the will.

In a decision of April 6, 1896, the notary before whom an open will had been executed, certified in accordance with
article 699 in the will that it had been read by him, but without using the precise language of article 695, which
provides that the will shall be read "aloud." The court held that the statement of the notary sufficiently indicated that
the formality of reading the will aloud as provided in article 695 had been followed. In this case also it is to be
inferred that if it had not been impliedly stated in the notary that this formality had been complied with the omission
to so state would have invalidated the will.

In a decision of April 4, 1895, a number of erasures, corrections, and interlineations made by the testator in a
holographic will, had not been noted under the signature of the testator, as provided by paragraph 3 of article 688. It
was held that the will was not thereby invalidated as a whole, but at most only as respect the particular words
:
erased, corrected, or interlined. But the requirements of paragraph 3 of article 688 is not in any true sense one of
the formalities of the holographic will, which are all enumerated in paragraph 2 of that article; it is a formality the
scope of which is limited upon a proper construction of the law to the particular parts of the instrument affected by it.
It is upon this ground, among others, that the decision is rested by the court, and the case is therefore no authority
for the proposition that any of the formalities which in their nature affect the will as an entirety, applying equally to all
parts of it, can be disregarded without rendering it invalid.

On the other hand, although the exact question presented in this case appears never to have been expressly
decided, there are numerous cases in which wills have been declared void for non-observance of formal
requirements (judgments of February 16, 1891; May 31, 1893; May 5, 1897; July 14, 1899; February 12, 1901; June
1, 1901), and from the language used by the court in the judgments of June 5, 1894, and June 18, 1896, it may be
fairly inferred that the provision in question is understood to be of a like imperative character.

The judgment of the court below is affirmed with costs, and the case is remanded to that court for the execution of
the judgment.

Arellano, C.J., Torres, Cooper, and Willard, JJ., concur.


Mapa, J., did not sit in this case.

The Lawphil Project - Arellano Law Foundation


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