Guerrero vs. Bihis
Guerrero vs. Bihis
Guerrero vs. Bihis
Bihis
Title
Guerrero vs. Bihis
In Guerrero v. Bihis, the court denies the probate of a will due to the invalid
acknowledgment made by a notary public acting outside his territorial jurisdiction,
leading to an investigation into the notary public's possible misconduct.
FIRST DIVISION
DECISION
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
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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, ...."
SO ORDERED.[3]
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]
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.
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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.
GOVERNMENT OF THE
REPUBLIC OF THE PHILIPPINES
PROVINCE OF ___________
_________________
Judge of the Court of
irst Instance[12] of said
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Province
...
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]
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.
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.
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.
[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)
[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 AliAo-Hormachuelos
and Santiago Javier Ranada (retired) of the Fourth Division of the Court of Appeals. Id., pp.
55-64.
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(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.
[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.
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