This document summarizes a Supreme Court case regarding the probate of Brigido Alvarado's last will and testament. It discusses whether Alvarado should be considered "blind" under Article 888 of the Civil Code, even though he was not totally blind, as he could only see fingers at 3 feet due to glaucoma. It also addresses whether the reading requirement of Article 888 was complied with, as the will and codicil were read aloud by the lawyer who drafted them, rather than a witness and the notary public. While strict compliance with Article 888 did not occur, the Court found substantial compliance was acceptable as the purpose of making the contents known to the testator was still served.
This document summarizes a Supreme Court case regarding the probate of Brigido Alvarado's last will and testament. It discusses whether Alvarado should be considered "blind" under Article 888 of the Civil Code, even though he was not totally blind, as he could only see fingers at 3 feet due to glaucoma. It also addresses whether the reading requirement of Article 888 was complied with, as the will and codicil were read aloud by the lawyer who drafted them, rather than a witness and the notary public. While strict compliance with Article 888 did not occur, the Court found substantial compliance was acceptable as the purpose of making the contents known to the testator was still served.
This document summarizes a Supreme Court case regarding the probate of Brigido Alvarado's last will and testament. It discusses whether Alvarado should be considered "blind" under Article 888 of the Civil Code, even though he was not totally blind, as he could only see fingers at 3 feet due to glaucoma. It also addresses whether the reading requirement of Article 888 was complied with, as the will and codicil were read aloud by the lawyer who drafted them, rather than a witness and the notary public. While strict compliance with Article 888 did not occur, the Court found substantial compliance was acceptable as the purpose of making the contents known to the testator was still served.
This document summarizes a Supreme Court case regarding the probate of Brigido Alvarado's last will and testament. It discusses whether Alvarado should be considered "blind" under Article 888 of the Civil Code, even though he was not totally blind, as he could only see fingers at 3 feet due to glaucoma. It also addresses whether the reading requirement of Article 888 was complied with, as the will and codicil were read aloud by the lawyer who drafted them, rather than a witness and the notary public. While strict compliance with Article 888 did not occur, the Court found substantial compliance was acceptable as the purpose of making the contents known to the testator was still served.
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FIRST DIVISION
G.R. No. 74695 September 14, 1993
In the Matter of the Probate of the Last W!! an" #estament of the $e%ease" &r'"o (!)ara"o, *+S(R (L,(R($-,petitioner, vs. .-N. R(M-N G. G(,I-L(, /R., Pres"n' /0st%e, .-N. M(. R-S(RI- 12+#2LI- L-S( an" .-N. L+-N-R IN+S L2*I(N-, (sso%ate /0st%es, Interme"ate (ppe!!ate *o0rt, 3rst $)son 4*)! *ases5, an" &(6(NI M(. RIN-,respondents. Vicente R. Redor for petitioner. Bayani Ma. Rino for and in his own behalf.
BELLOSILLO, J.: Before us is an appeal from the Decision dated 11 April 1986 1 of the First Civil Cases Division of the then Intermediate Appellate Court, now Court of Appeals, which affirmed the rder dated !" #une 198$ 7 of the %e&ional 'rial Court of (ta. Cru), *a&una, admittin& to pro+ate the last will and testament 3 with codicil 4 of the late Bri&ido Alvarado. n , -ovem+er 19"", the "9./ear old Bri&ido Alvarado e0ecuted a notarial will entitled 12ulin& 2a+ilin1 wherein he disinherited an ille&itimate son 3petitioner4 and e0pressl/ revo5ed a previousl/ e0ecuted holo&raphic will at the time awaitin& pro+ate +efore Branch 6 of the %e&ional 'rial Court of sta. Cru), *a&una. As testified to by the three instrumental witnesses the notary !ubli" and by !ri#ate res!ondent who were !resent at the e$e"ution the testator did not read the final draft of the will himself. Instead !ri#ate res!ondent as the lawyer who drafted the ei%ht&!a%ed do"ument read the same aloud in the !resen"e of the testator the three instrumental witnesses and the notary !ubli". The latter four followed the readin% with their own res!e"ti#e "o!ies !re#iously furnished them. Meanwhile Bri%ido's holo%ra!hi" will was subse(uently admitted to !robate on ) De"ember *)++. On the ,)th day of the same month a "odi"il entitled -.asulatan n% /a%baba%o sa Ilan% /a%!a!asiya na Nasasaad sa 0ulin% 0abilin na may /etsa Nobiembre 1 *)++ ni Bri%ido Al#arado- was e$e"uted "han%in% some dis!ositions in the notarial will to %enerate "ash for the testator's eye o!eration. Bri%ido was then sufferin% from %lau"oma. But the disinheritan"e and re#o"atory "lauses were un"han%ed. As in the "ase of the notarial will the testator did not !ersonally read the final draft of the "odi"il. Instead it was !ri#ate res!ondent who read it aloud in his !resen"e and in the !resen"e of the three instrumental witnesses 2same as those of the notarial will3 and the notary !ubli" who followed the readin% usin% their own "o!ies. A !etition for the !robate of the notarial will and "odi"il was filed u!on the testator's death on 4 5anuary *)+) by !ri#ate res!ondent as e$e"utor with the 6ourt of First Instan"e now Re%ional Trial 6ourt of Siniloan 7a%una. 5 7etitioner, in turn, filed an pposition on the followin& &rounds8 that the will sou&ht to +e pro+ated was not e0ecuted and attested as re9uired +/ law: that the testator was insane or otherwise mentall/ incapacitated to ma5e a will at the time of its e0ecution due to senilit/ and old a&e: that the will was e0ecuted under duress, or influence of fear and threats: that it was procured +/ undue and improper pressure and influence on the part of the +eneficiar/ who stands to &et the lion;s share of the testator;s estate: and lastl/, that the si&nature of the testator was procured +/ fraud or tric5. <hen the oppositor 3petitioner4 failed to su+stantiate the &rounds relied upon in the pposition, a 7ro+ate rder was issued on !" #une 198$ from which an appeal was made to respondent court. 'he main thrust of the appeal was that the deceased was +lind within the meanin& of the law at the time his 12ulin& 2a+ilin1 and the codicil attached thereto was e0ecuted: that since the readin& re9uired +/ Art. 8=8 of the Civil Code was admittedl/ not complied with, pro+ate of the deceased;s last will and codicil should have +een denied. On ** A!ril *)89 the 6ourt of A!!eals rendered the de"ision under re#iew with the followin% findin%s: that Bri%ido Al#arado was not blind at the time his last will and "odi"il were e$e"uted; that assumin% his blindness the readin% re(uirement of Art. 8<8 was substantially "om!lied with when both do"uments were read aloud to the testator with ea"h of the three instrumental witnesses and the notary !ubli" followin% the readin% with their res!e"ti#e "o!ies of the instruments. The a!!ellate "ourt then "on"luded that althou%h Art. 8<8 was not followed to the letter there was substantial "om!lian"e sin"e its !ur!ose of ma=in% =nown to the testator the "ontents of the drafted will was ser#ed. The issues now before us "an be stated thus: >as Bri%ido Al#arado blind for !ur!ose of Art 8<8 at the time his -0ulin% 0abilin- and its "odi"il were e$e"uted? If so was the double&readin% re(uirement of said arti"le "om!lied with? Re%ardin% the first issue there is no dis!ute on the followin% fa"ts: Bri%ido Al#arado was not totally blind at the time the will and "odi"il were e$e"uted. 0owe#er his #ision on both eyes was only of -"ountin% fin%ers at three 243 feet- by reason of the %lau"oma whi"h he had been sufferin% from for se#eral years and e#en !rior to his first "onsultation with an eye s!e"ialist on *@ De"ember *)++. The !oint of dis!ute is whether the fore%oin% "ir"umstan"es would (ualify Bri%ido as a -blind- testator under Art. 8<8 whi"h reads: Art. 8<8. If the testator is blind the will shall be read to him twi"e; on"e by one of the subs"ribin% witnesses and a%ain by the notary !ubli" before whom the will is a"=nowled%ed. 7etitioner contends that althou&h his father was not totall/ +lind when the will and codicil were e0ecuted, he can +e so considered within the scope of the term as it is used in Art. 8=8. 'o support his stand, petitioner presented +efore the trial court a medical certificate issued +/ Dr. (alvador %. (alceda, Director of the Institute of pthalmolo&/ 37hilippine >/e %esearch Institute4, 6 the contents of which were interpreted in la/man;s terms +/ Dr. %uperto %oasa, whose e0pertise was admitted +/ private respondent. 7 Dr. %oasa e0plained that althou&h the testator could visuali)e fin&ers at three 3$4 feet, he could no lon&er read either printed or handwritten matters as of 16 Decem+er 19"", the da/ of his first consultation. 8 n the other hand, the Court of Appeals, contrar/ to the medical testimon/, held that the testator could still read on the da/ the will and the codicil were e0ecuted +ut chose not to do so +ecause of 1poor e/esi&ht.1 9 (ince the testator was still capa+le of readin& at that time, the court a quo concluded that Art. 8=8 need not +e complied with. <e a&ree with petitioner in this respect. Re%ardless of res!ondent's staun"h "ontention that the testator was still "a!able of readin% at the time his will and "odi"il were !re!ared the fa"t remains and this was testified to by his witnesses that Bri%ido did not do so be"ause of his -!oor- 19 1defective,1 11 or 1+lurred1 17 vision ma5in& it necessar/ for private respondent to do the actual readin& for him. 'he followin& pronouncement in Garcia vs. Vasquez 13 provides an insi&ht into the scope of the term 1+lindness1 as used in Art. 8=8, to wit8 'he rationale +ehind the re9uirement of readin& the will to the testator ifhe is blind or incapable of reading the will himself (as when he is illiterate), is to ma5e the provisions thereof 5nown to him, so that he ma/ +e a+le to o+?ect if the/ are not in accordance with his wishes . . .
Clear from the fore&oin& is that Art. 8=8 applies not onl/ to +lind testators +ut also to those who, for one reason or another, are 1incapa+le of readin& the3ir4 will3s4.1 (ince Bri&ido Alvarado was incapa+le of readin& the final drafts of his will and codicil on the separate occasions of their e0ecution due to his 1poor,1 1defective,1 or 1+lurred1 vision, there can +e no other course for us +ut to conclude that Bri&ido Alvarado comes within the scope of the term 1+lind1 as it is used in Art. 8=8. @nless the contents were read to him, he had no wa/ of ascertainin& whether or not the law/er who drafted the will and codicil did so conforta+l/ with his instructions. 2ence, to consider his will as validl/ e0ecuted and entitled to pro+ate, it is essential that we ascertain whether Art. 8=8 had +een complied with. Arti"le 8<8 re(uires that in "ase of testators li=e Bri%ido Al#arado the will shall be read twi"e; on"e by one of the instrumental witnesses and a%ain by the notary !ubli" before whom the will was a"=nowled%ed. The !ur!ose is to ma=e =nown to the in"a!a"itated testator the "ontents of the do"ument before si%nin% and to %i#e him an o!!ortunity to obAe"t if anythin% is "ontrary to his instru"tions. That Art. 8<8 was not followed stri"tly is beyond "a#il. Instead of the notary !ubli" and an instrumental witness it was the lawyer 2!ri#ate res!ondent3 who drafted the ei%ht&!a%ed will and the fi#e&!a%ed "odi"il who read the same aloud to the testator and read them only on"e not twi"e as Art. 8<8 re(uires. /ri#ate res!ondent howe#er insists that there was substantial "om!lian"e and that the sin%le readin% suffi"es for !ur!oses of the law. On the other hand !etitioner maintains that the only #alid "om!lian"e or "om!lian"e to the letter and sin"e it is admitted that neither the notary !ubli" nor an instrumental witness read the "ontents of the will and "odi"il to Bri%ido !robate of the latter's will and "odi"il should ha#e been disallowed. >e sustain !ri#ate res!ondent's stand and ne"essarily the !etition must be denied. This 6ourt has held in a number of o""asions that substantial "om!lian"e is a""e!table where the !ur!ose of the law has been satisfied the reason bein% that the solemnities surroundin% the e$e"ution of wills are intended to !rote"t the testator from all =inds of fraud and tri"=ery but are ne#er intended to be so ri%id and infle$ible as to destroy the testamentary !ri#ile%e. 14 In the case at +ar, private respondent read the testator;s will and codicil aloud in the presence of the testator, his three instrumental witnesses, and the notar/ pu+lic. 7rior and su+se9uent thereto, the testator affirmed, upon +ein& as5ed, that the contents read corresponded with his instructions. nl/ then did the si&nin& and ac5nowled&ement ta5e place. 'here is no evidence, and petitioner does not so alle&e, that the contents of the will and codicil were not sufficientl/ made 5nown and communicated to the testator. n the contrar/, with respect to the 12ulin& 2a+ilin,1 the da/ of the e0ecution was not the first time that Bri&ido had affirmed the truth and authenticit/ of the contents of the draft. 'he uncontradicted testimon/ of Att/. %ino is that Bri&ido Alvarado alread/ ac5nowled&ed that the will was drafted in accordance with his e0pressed wishes even prior to , -ovem+er 19"" when Att/. %ino went to the testator;s residence precisel/ for the purpose of securin& his conformit/ to the draft. 15 Aoreover, it was not onl/ Att/. %ino who read the documents on , -ovem+er and !9 Decem+er 19"". 'he notar/ pu+lic and the three instrumental witnesses li5ewise read the will and codicil, al+eit silentl/. Afterwards, Att/. -onia de la 7ena 3the notar/ pu+lic4 and Dr. Crescente . >vidente 3one of the three instrumental witnesses and the testator;s ph/sician4 as5ed the testator whether the contents of the document were of his own free will. Bri&ido answered in the affirmative. 16 <ith four persons followin& the readin& word for word with their own copies, it can +e safel/ concluded that the testator was reasona+l/ assured that what was read to him 3those which he affirmed were in accordance with his instructions4, were the terms actuall/ appearin& on the t/pewritten documents. 'his is especiall/ true when we consider the fact that the three instrumental witnesses were persons 5nown to the testator, one +ein& his ph/sician 3Dr. >vidente4 and another 37otenciano C. %anieses4 +ein& 5nown to him since childhood. 'he spirit +ehind the law was served thou&h the letter was not. Althou&h there should +e strict compliance with the su+stantial re9uirements of the law in order to insure the authenticit/ of the will, the formal imperfections should +e +rushed aside when the/ do not affect its purpose and which, when ta5en into account, ma/ onl/ defeat the testator;s will. 17 As a final word to convince petitioner of the propriet/ of the trial court;s 7ro+ate rder and its affirmance +/ the Court of Appeals, we 9uote the followin& pronouncement in Abangan v. Abangan, 18 to wit8 'he o+?ect of the solemnities surroundin& the e0ecution of wills is to close the door a&ainst +ad faith and fraud, to avoid the su+stitution of wills and testaments and to &uarant/ their truth and authenticit/. 'herefore the laws on the su+?ect should +e interpreted in such a wa/ as to attain these primordial ends. But, on the other hand, also one must not lose si&ht of the fact that it is not the object of the law to restrain and curtail the exercise of the right to make a will . o when an interpretation alread! given assures such ends" an! other interpretation whatsoever" that adds nothing but demands more requisites entirel! unnecessar!" useless and frustrative of the testator#s will" must be disregarded 3emphasis supplied4.
Bri&ido Alvarado had e0pressed his last wishes in clear and unmista5a+le terms in his 12ulin& 2a+ilin1 and the codicil attached thereto. <e are unwillin& to cast these aside fro the mere reason that a le&al re9uirement intended for his protection was not followed strictl/ when such compliance had +een rendered unnecessar/ +/ the fact that the purpose of the law, i.e., to ma5e 5nown to the incapacitated testator the contents of the draft of his will, had alread/ +een accomplished. 'o reiterate, su+stantial compliance suffices where the purpose has +een served. >0BRBFORB the !etition is DBNIBD and the assailed De"ision of res!ondent 6ourt of A!!eals dated ** A!ril *)89 is AFFIRMBD. 6onsiderin% the len%th of time that this "ase has remained !endin% this de"ision is immediately e$e"utory. 6osts a%ainst !etitioner. SO ORDBRBD.