FIRST DIVISION
[ G.R. NO. 174144, April 17, 2007 ]BELLA A. GUERRERO v. RESURRECCION A. BIHIS +
BELLA A. GUERRERO, PETITIONER, VS. RESURRECCION A. BIHIS, RESPONDENT.
D E C I S I O N
BELLA A. GUERRERO v. RESURRECCION A. BIHIS +
BELLA A. GUERRERO, PETITIONER, VS. RESURRECCION A. BIHIS, RESPONDENT.
D E C I S I O N
CORONA, J.:
The Scriptures tell the story of the brothers Jacob and Esau[1], siblings who fought bitterly over the inheritance of their father Isaac's estate. Jurisprudence is also replete with cases involving acrimonious conflicts between brothers
and sisters over successional rights. This case is no exception.
On February 19, 1994, Felisa Tamio de Buenaventura, mother of petitioner Bella A. Guerrero and respondent Resurreccion A. Bihis, died at the Metropolitan Hospital in Tondo, Manila.
On May 24, 1994, petitioner filed a petition for the probate of the last will and testament of the decedent in Branch 95[2] of the Regional Trial Court of Quezon City where the case was docketed as Sp. Proc. No. Q-94-20661.
The petition alleged the following: petitioner was named as executrix in the decedent's will and she was legally qualified to act as such; the decedent was a citizen of the Philippines at the time of her death; at the time of the execution of the will, the testatrix was 79 years old, of sound and disposing mind, not acting under duress, fraud or undue influence and was capacitated to dispose of her estate by will.
Respondent opposed her elder sister's petition on the following grounds: the will was not executed and attested as required by law; its attestation clause and acknowledgment did not comply with the requirements of the law; the signature of the testatrix was procured by fraud and petitioner and her children procured the will through undue and improper pressure and influence.
In an order dated November 9, 1994, the trial court appointed petitioner as special administratrix of the decedent's estate. Respondent opposed petitioner's appointment but subsequently withdrew her opposition. Petitioner took her oath as temporary special administratrix and letters of special administration were issued to her.
On January 17, 2000, after petitioner presented her evidence, respondent filed a demurrer thereto alleging that petitioner's evidence failed to establish that the decedent's will complied with Articles 804 and 805 of the Civil Code.
In a resolution dated July 6, 2001, the trial court denied the probate of the will ruling that Article 806 of the Civil Code was not complied with because the will was "acknowledged" by the testatrix and the witnesses at the testatrix's, residence at No. 40 Kanlaon Street, Quezon City before Atty. Macario O. Directo who was a commissioned notary public for and in Caloocan City. The dispositive portion of the resolution read:
Thus, this petition.[5]
Petitioner admits that the will was acknowledged by the testatrix and the witnesses at the testatrix's residence in Quezon City before Atty. Directo and that, at that time, Atty. Directo was a commissioned notary public for and in Caloocan City. She, however, asserts that the fact that the notary public was acting outside his territorial jurisdiction did not affect the validity of the notarial will.
Did the will "acknowledged" by the testatrix and the instrumental witnesses before a notary public acting outside the place of his commission satisfy the requirement under Article 806 of the Civil Code? It did not.
Article 806 of the Civil Code provides:
An acknowledgment is the act of one who has executed a deed in going before some competent officer and declaring it to be his act or deed.[8] In the case of a notarial will, that competent officer is the notary public.
The acknowledgment of a notarial will coerces the testator and the instrumental witnesses to declare before an officer of the law, the notary public, that they executed and subscribed to the will as their own free act or deed.[9] Such declaration is under oath and under pain of perjury, thus paving the way for the criminal prosecution of persons who participate in the execution of spurious wills, or those executed without the free consent of the testator.[10] It also provides a further degree of assurance that the testator is of a certain mindset in making the testamentary dispositions to the persons instituted as heirs or designated as devisees or legatees in the will.[11]
Acknowledgment can only be made before a competent officer, that is, a lawyer duly commissioned as a notary public.
In this connection, the relevant provisions of the Notarial Law provide:
Moreover, Article 5 of the Civil Code provides:
ART. 5. Acts executed against the provisions of mandatory or prohibitory laws shall be void, except when the law itself authorizes their validity.
The violation of a mandatory or a prohibitory statute renders the act illegal and void unless the law itself declares its continuing validity. Here, mandatory and prohibitory statutes were transgressed in the execution of the alleged "acknowledgment." The compulsory language of Article 806 of the Civil Code was not complied with and the interdiction of Article 240 of the Notarial Law was breached. Ineluctably, the acts of the testatrix, her witnesses and Atty. Directo were all completely void.
The Court cannot turn a blind eye to Atty. Directo's participation in the preparation, execution and unlawful "acknowledgment" of Felisa Tamio de Buenaventura's will. Had he exercised his notarial commission properly, the intent of the law to effectuate the decedent's final statements[15] as expressed in her will would not have come to naught.[16] Hence, Atty. Directo should show cause why he should not be administratively sanctioned as a member of the bar and as an officer of the court.
WHEREFORE, the petition is hereby DENIED.
Costs against petitioner.
Let a copy of this decision be furnished the Commission on Bar Discipline of the Integrated Bar of the Philippines for investigation, report and recommendation on the possible misconduct of Atty. Macario O. Directo.
SO ORDERED.
Puno, C.J., (Chairperson), Sandoval-Gutierrez, Azcuna and Garcia, JJ., concur.
[1] Jacob and Esau were the sons of Isaac and Rebekah. Even before they were born, they were struggling against each other in the womb of their mother. Their prenatal striving foreshadowed later conflict. (Genesis 25:21-26) Jacob, the younger of the two, desired Esau's birthright -the special honor that Esau possessed as the older son which entitled him to a double portion of his father's inheritance. Jacob was later on able to acquire not only Esau's birthright and superior right to inheritance but also their father's blessing. (Genesis 25:27-34, 27: 1-40)
[2] Presided by Judge (now Sandiganbayan Associate Justice) Diosdado M. Peralta.
[3] Rollo, pp. 81-87.
[4] Decision dated July 31, 2006 in CA-G.R. CV No. 76707. Penned by Associate Justice Amelita G. Tolentino and concurred in by Associate Justices Portia Aliño-Hormachuelos and Santiago Javier Ranada (retired) of the Fourth Division of the Court of Appeals. Id., pp. 55-64.
[5] Under Rule 45 of the Rules of Court.
[6] The other formalities are:
[7] In the Matter of the Testate Estate of the Deceased Vicente C. Alberto, 408 Phil. 1281 (1959).
[8] Tigno v. Aquino, G.R. No. 129416, 25 November 2004, 444 SCRA 61.
[9] Azuela v Court of Appeals, G.R. No. 122880, 12 April 2006, 487 SCRA 119.
[10] Id.
[11] Id.
[12] Now, Regional Trial Court.
[13] 2004 Rules on Notarial Practice.
[14] 61 Phil. 781(1935).
[15] A will is the testator speaking after death. Its provisions have substantially the same force and effect in the probate court as if the testator stood before the court in full life making the declarations by word of mouth as they appear in the will. (Dissenting opinion of J. Moreland in Santos v. Manalang, 27 Phil. 209 [1914].
[16] For one, he testified during the proceedings in the trial court that the will was executed and signed by the testatrix in his presence and in the presence of the instrumental witnesses in the decedent's house in Quezon City and it was also there where the same was acknowledged although his commission was for Caloocan City. He also made it appear in the acknowledgment that the testatrix and the witnesses personally appeared before him to execute and knowledge the will in Caloocan City where he was commissioned as a notary public.
On February 19, 1994, Felisa Tamio de Buenaventura, mother of petitioner Bella A. Guerrero and respondent Resurreccion A. Bihis, died at the Metropolitan Hospital in Tondo, Manila.
On May 24, 1994, petitioner filed a petition for the probate of the last will and testament of the decedent in Branch 95[2] of the Regional Trial Court of Quezon City where the case was docketed as Sp. Proc. No. Q-94-20661.
The petition alleged the following: petitioner was named as executrix in the decedent's will and she was legally qualified to act as such; the decedent was a citizen of the Philippines at the time of her death; at the time of the execution of the will, the testatrix was 79 years old, of sound and disposing mind, not acting under duress, fraud or undue influence and was capacitated to dispose of her estate by will.
Respondent opposed her elder sister's petition on the following grounds: the will was not executed and attested as required by law; its attestation clause and acknowledgment did not comply with the requirements of the law; the signature of the testatrix was procured by fraud and petitioner and her children procured the will through undue and improper pressure and influence.
In an order dated November 9, 1994, the trial court appointed petitioner as special administratrix of the decedent's estate. Respondent opposed petitioner's appointment but subsequently withdrew her opposition. Petitioner took her oath as temporary special administratrix and letters of special administration were issued to her.
On January 17, 2000, after petitioner presented her evidence, respondent filed a demurrer thereto alleging that petitioner's evidence failed to establish that the decedent's will complied with Articles 804 and 805 of the Civil Code.
In a resolution dated July 6, 2001, the trial court denied the probate of the will ruling that Article 806 of the Civil Code was not complied with because the will was "acknowledged" by the testatrix and the witnesses at the testatrix's, residence at No. 40 Kanlaon Street, Quezon City before Atty. Macario O. Directo who was a commissioned notary public for and in Caloocan City. The dispositive portion of the resolution read:
WHEREFORE, in view of the foregoing, the Court finds, and so declares that it cannot admit the last will and testament of the late Felisa Tamio de Buenaventura to probate for the reasons hereinabove discussed and also in accordance with Article 839 [of the Civil Code] which provides that if the formalities required by law have not been complied with, the will shall be disallowed. In view thereof, the Court shall henceforth proceed with intestate succession in regard to the estate of the deceased Felisa Tamio de Buenaventura in accordance with Article 960 of the [Civil Code], to wit: "Art. 960. Legal or intestate succession takes place: (1) If a person dies without a will, or with a void will, or one which has subsequently lost its validity, xxx."Petitioner elevated the case to the Court of Appeals but the appellate court dismissed the appeal and affirmed the resolution of the trial court.[4]
SO ORDERED.[3]
Thus, this petition.[5]
Petitioner admits that the will was acknowledged by the testatrix and the witnesses at the testatrix's residence in Quezon City before Atty. Directo and that, at that time, Atty. Directo was a commissioned notary public for and in Caloocan City. She, however, asserts that the fact that the notary public was acting outside his territorial jurisdiction did not affect the validity of the notarial will.
Did the will "acknowledged" by the testatrix and the instrumental witnesses before a notary public acting outside the place of his commission satisfy the requirement under Article 806 of the Civil Code? It did not.
Article 806 of the Civil Code provides:
ART. 806. Every will must be acknowledged before a notary public by the testator and the witnesses. The notary public shall not be required to retain a copy of the will, or file another with the office of the Clerk of Court.One of the formalities required by law in connection with the execution of a notarial will is that it must be acknowledged before a notary public by the testator and the witnesses.[6] This formal requirement is one of the indispensable requisites for the validity of a will.[7] In other words, a notarial will that is not acknowledged before a notary public by the testator and the instrumental witnesses is void and cannot be accepted for probate.
An acknowledgment is the act of one who has executed a deed in going before some competent officer and declaring it to be his act or deed.[8] In the case of a notarial will, that competent officer is the notary public.
The acknowledgment of a notarial will coerces the testator and the instrumental witnesses to declare before an officer of the law, the notary public, that they executed and subscribed to the will as their own free act or deed.[9] Such declaration is under oath and under pain of perjury, thus paving the way for the criminal prosecution of persons who participate in the execution of spurious wills, or those executed without the free consent of the testator.[10] It also provides a further degree of assurance that the testator is of a certain mindset in making the testamentary dispositions to the persons instituted as heirs or designated as devisees or legatees in the will.[11]
Acknowledgment can only be made before a competent officer, that is, a lawyer duly commissioned as a notary public.
In this connection, the relevant provisions of the Notarial Law provide:
SECTION 237. Form of commission for notary public. -The appointment of a notary public shall be in writing, signed by the judge, and substantially in the following form:A notary public's commission is the grant of authority in his favor to perform notarial acts.[13] It is issued "within and for" a particular territorial jurisdiction and the notary public's authority is co-extensive with it. In other words, a notary public is authorized to perform notarial acts, including the taking of acknowledgments, within that territorial jurisdiction only. Outside the place of his commission, he is bereft of power to perform any notarial act; he is not a notary public. Any notarial act outside the limits of his jurisdiction has no force and effect. As this Court categorically pronounced in Tecson v. Tecson:[14]
GOVERNMENT OF THE
REPUBLIC OF THE PHILIPPINES
PROVINCE OF ___________
This is to certify that ____________, of the municipality of ________ in said province, was on the ___ day of __________, anno Domini nineteen hundred and _______, appointed by me a notary public, within and for the said province, for the term ending on the first day of January, anno Domini nineteen hundred and _____.
_________________
Judge of the Court of
irst Instance[12] of said
Province
xxx xxx xxx
SECTION 240. Territorial jurisdiction. - The jurisdiction of a notary public in a province shall be co-extensive with the province. The jurisdiction of a notary public in the City of Manila shall be co-extensive with said city. No notary shall possess authority to do any notarial act beyond the limits of his jurisdiction. (emphases supplied)
An acknowledgment taken outside the territorial limits of the officer's jurisdiction is void as if the person taking it ware wholly without official character. (emphasis supplied)Since Atty. Directo was not a commissioned notary public for and in Quezon City, he lacked the authority to take the acknowledgment of the testatrix and the instrumental witnesses. In the same vein, the testatrix and her witnesses could not have validly acknowledged the will before him. Thus, Felisa Tamio de Buenaventura's last will and testament was, in effect, not acknowledged as required by law.
Moreover, Article 5 of the Civil Code provides:
ART. 5. Acts executed against the provisions of mandatory or prohibitory laws shall be void, except when the law itself authorizes their validity.
The violation of a mandatory or a prohibitory statute renders the act illegal and void unless the law itself declares its continuing validity. Here, mandatory and prohibitory statutes were transgressed in the execution of the alleged "acknowledgment." The compulsory language of Article 806 of the Civil Code was not complied with and the interdiction of Article 240 of the Notarial Law was breached. Ineluctably, the acts of the testatrix, her witnesses and Atty. Directo were all completely void.
The Court cannot turn a blind eye to Atty. Directo's participation in the preparation, execution and unlawful "acknowledgment" of Felisa Tamio de Buenaventura's will. Had he exercised his notarial commission properly, the intent of the law to effectuate the decedent's final statements[15] as expressed in her will would not have come to naught.[16] Hence, Atty. Directo should show cause why he should not be administratively sanctioned as a member of the bar and as an officer of the court.
WHEREFORE, the petition is hereby DENIED.
Costs against petitioner.
Let a copy of this decision be furnished the Commission on Bar Discipline of the Integrated Bar of the Philippines for investigation, report and recommendation on the possible misconduct of Atty. Macario O. Directo.
SO ORDERED.
Puno, C.J., (Chairperson), Sandoval-Gutierrez, Azcuna and Garcia, JJ., concur.
[1] Jacob and Esau were the sons of Isaac and Rebekah. Even before they were born, they were struggling against each other in the womb of their mother. Their prenatal striving foreshadowed later conflict. (Genesis 25:21-26) Jacob, the younger of the two, desired Esau's birthright -the special honor that Esau possessed as the older son which entitled him to a double portion of his father's inheritance. Jacob was later on able to acquire not only Esau's birthright and superior right to inheritance but also their father's blessing. (Genesis 25:27-34, 27: 1-40)
[2] Presided by Judge (now Sandiganbayan Associate Justice) Diosdado M. Peralta.
[3] Rollo, pp. 81-87.
[4] Decision dated July 31, 2006 in CA-G.R. CV No. 76707. Penned by Associate Justice Amelita G. Tolentino and concurred in by Associate Justices Portia Aliño-Hormachuelos and Santiago Javier Ranada (retired) of the Fourth Division of the Court of Appeals. Id., pp. 55-64.
[5] Under Rule 45 of the Rules of Court.
[6] The other formalities are:
(1) the will must be in writing;
(2) it must be written in a language or dialect known to the testator;
(3) it must be subscribed at the end thereof by the testator himself or by the testator's name written by some other person in his presence and by his express direction;
(4) it must be attested and subscribed by three or more credible witnesses in the presence of the testator and of one another;
(5) the testator or the person requested by him to write his name and the instrumental witnesses of the will shall also sign each and every page thereof, except the last, on the left margin;
(6) all the pages of the will must be numbered correlatively in letters placed on the upper part of each page and
(7) the will must contain an attestation clause.
(2) it must be written in a language or dialect known to the testator;
(3) it must be subscribed at the end thereof by the testator himself or by the testator's name written by some other person in his presence and by his express direction;
(4) it must be attested and subscribed by three or more credible witnesses in the presence of the testator and of one another;
(5) the testator or the person requested by him to write his name and the instrumental witnesses of the will shall also sign each and every page thereof, except the last, on the left margin;
(6) all the pages of the will must be numbered correlatively in letters placed on the upper part of each page and
(7) the will must contain an attestation clause.
[7] In the Matter of the Testate Estate of the Deceased Vicente C. Alberto, 408 Phil. 1281 (1959).
[8] Tigno v. Aquino, G.R. No. 129416, 25 November 2004, 444 SCRA 61.
[9] Azuela v Court of Appeals, G.R. No. 122880, 12 April 2006, 487 SCRA 119.
[10] Id.
[11] Id.
[12] Now, Regional Trial Court.
[13] 2004 Rules on Notarial Practice.
[14] 61 Phil. 781(1935).
[15] A will is the testator speaking after death. Its provisions have substantially the same force and effect in the probate court as if the testator stood before the court in full life making the declarations by word of mouth as they appear in the will. (Dissenting opinion of J. Moreland in Santos v. Manalang, 27 Phil. 209 [1914].
[16] For one, he testified during the proceedings in the trial court that the will was executed and signed by the testatrix in his presence and in the presence of the instrumental witnesses in the decedent's house in Quezon City and it was also there where the same was acknowledged although his commission was for Caloocan City. He also made it appear in the acknowledgment that the testatrix and the witnesses personally appeared before him to execute and knowledge the will in Caloocan City where he was commissioned as a notary public.