Legal Requirements of Wills What is a WILL and TESTAMENT? • A will is an act whereby a person is permitted, with the formalities prescribed by law, to control a certain degree the disposition of his estate, to take effect after his death (Art. 738). • A will is a physical document which must follow formalities. • Wills must either be: – Executed, signed, and sworn by the Testator and 3 witnesses before a Notary Public (Notarial Will) – Entirely handwritten, dated, and signed by the Testator (Holographic Will) WHO may make a Will? All persons • Of sound mind at the time of its execution – one must know the nature of the estate to be disposed of, the proper objects of his bounty, and the character of the testamentary act (Art. 799); • At least 18 years old; • Able to read and write; • Not be blind, deaf or dumb; • Domiciled in the Philippines; • Not have been convicted of Falsification of a document, Perjury or False Testimony Legal Requirements of Wills • Must be in WRITING • Every will, other than a holographic will, MUST be (Art. 805): – SUBSCRIBED at the end by the Testator himself or in his presence, and by his direction; – ATTESTED AND SUBSCRIBED by 3 or more credible witnesses in the presence of the Testator and of one another; – SIGN EACH AND EVERY PAGE except the last, on the left margin; – All pages shall be NUMBERED correlatively in letters – The attestation shall state the NUMBER OF PAGES used upon which the will is written – If the attestation clause is in a language not known to the witnesses, it shall be interpreted to them • Every will MUST be acknowledged before a Notary Public by the testator and the witnesses Special Requirements • ART 807. If the testator be deaf, or a deaf-mute, he must personally read the will, if able to do so; otherwise, he shall designate two persons to read it and communicate to him, in some practicable manner, the contents thereof. • ART 808. If the testator is blind, the will shall be read to him twice; once, by one of the subscribing witnesses, and again, by the notary public before whom the will is acknowledged. Legal Requirements of Wills In Holographic Wills: • Dispositions of the Testator written below his signature MUST BE DATED AND SIGNED BY HIM to make it a valid testamentary dispositions • When a number of dispositions appearing in a holographic will are signed without being dated, and the last disposition has a signature and a date, such date validates the dispositions preceding it, whatever be the time of prior dispositions • In case of any insertion, cancellation, erasure or alteration in a holographic will, the testator must authenticate the same by his full signature Jurisprudence Azuela vs CA – G.R. No. 122880, April 12, 2006 A will whose attestation clause does not contain the number of pages on which the • will is written is fatally defective. A will whose attestation clause is not signed by the instrumental witnesses is fatally defective. And perhaps most importantly, a will which does not contain an acknowledgment, but a mere jurat, is fatally defective. Testate Estate of Abada vs Abaja – G.R. No. 147145, January 31, 2005 • A scrutiny of Abada’s will shows that it has an attestation clause. The pages are numbered correlatively with the letters “ONE” and “TWO”. The attestation clause clearly states that Abada signed the will and its every page in the presence of the witnesses. In applying the rule on substantial compliance in determining the number of witnesses, while the attestation clause does not state the number of witnesses, a close inspection of the will shows that three witnesses signed it. Precision of language in the drafting of an attestation clause is desirable. However, it is not imperative that a parrotlike copy of the words of the statute be made. It is sucient if from the language employed it can reasonably be deduced that the attestation clause fullls what the law expects of it. Jurisprudence Cruz vs Villasor – G.R. No. L-32213, Javellava vs Ledesma – G.R. No. LNovember 26, 1973 7179, June 30, 1995 • The notary public before whom the • Whether or not the notary signed the will was acknowledged cannot be certication of acknowledgment in the considered as the third instrumental presence of the testatrix and the witness since he cannot acknowledge witnesses, does not aect the validity of before himself his having signed the will. the codicil. The new Civil Code does not require that the signing of the testator, witnesses and notary should be accomplished in one single act. Thank you!