Armstrong v. Armstrong del Valle

85 P.R. 387
CourtSupreme Court of Puerto Rico
DecidedMay 11, 1962
DocketNo. 144
StatusPublished

This text of 85 P.R. 387 (Armstrong v. Armstrong del Valle) is published on Counsel Stack Legal Research, covering Supreme Court of Puerto Rico primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Armstrong v. Armstrong del Valle, 85 P.R. 387 (prsupreme 1962).

Opinion

Mr. Justice Rigau

delivered the opinion of the Court.

The question presented is whether a will executed outside of Puerto Rico by a person not a citizen of Puerto Rico and in the execution of which the forms and solemnities of the country of execution were observed, is valid in Puerto Rico, and particularly in this case, for the purposes of passing title to real property situated in this country. The question does not involve the substantive or intrinsic requirements of .the document but rather its formalities. The issue is not whether the provisions of the will violate our substantive law of succession.

Plaintiff Arturo F. Armstrong brought an action in the Superior Court, Ponce Part, praying for the annulment [389]*389of a will executed in New York by his deceased grandmother, Emilia Villaronga widow of Armstrong. He also prays for the annulment of a codicil written by hand by the testatrix which was also executed in New York.

There is no controversy as to the facts. Emilia Villa-ronga widow of Armstrong was born in Puerto Rico in 1875, and died in New York in 1957, where she resided since 1910. There, in New York, she formally executed a will in 1984. The only children of the deceased testatrix were Carlos G. Armstrong Villaronga and Maria Emilia Armstrong Villa-ronga. The former, who died in 1931, had two children: Carlos José, who died in 1936 without leaving descendants, and Arturo, the plaintiff herein. The latter, Maria Emilia Armstrong Villaronga, is living and her only child is Eduardo del Valle, both of whom are codefendants herein. In March 1957, the defendants filed a proceeding before the Superior Court, Ponce Part, to protocolize the will in question and the codicil. In the codicil the testatrix designated codefendant Eduardo del Valle her testamentary executor. Judgment was rendered in said proceeding granting the petition filed by the petitioners therein, and the two documents were protocolized by public deed.

Plaintiff alleged that the will was void because it was written in the English language only. He also challenged the validity of the codicil. The trial court sustained the complaint and rendered judgment declaring void the will and the codicil and imposed on the defendants the costs of the litigation and the sum of $800 for attorney’s fees. As a conclusion of law, the trial court determined that the testatrix was a citizen of New York on the date the will was executed and on the date of her death. The parties accept this conclusion.

The defendants-appellants assign the following two errors: (1) that the trial court erred in holding that the will [390]*390was void because it was executed in English only, and (2) in holding that the codicil is void because it purported to complement a void will.

In order to declare the will void, the trial court relied on § 633 of the Civil Code, 31 L.P.R.A. § 2149, which we transcribe verbatim shortly hereinafter. The laws of the State of New York do not require that the wills executed in English in that state be also drafted in Spanish.1 The Puerto Rican legislation embodied in the chapter of Book 3 of the Civil Code devoted to wills, contains a provision on this point, § 633, supra. That section provided2 as follows on the date of the death of the testatrix:

“For the executing of a will in any other language besides Spanish or English, the presence of two interpreters shall be necessary, who shall be selected by the testator, and shall translate his provision into Spanish or English. The will shall be written in both languages, that is, the language of the testator and either English or Spanish. The same shall be understood when the will written in English is to be effective in whole or in part in Puerto Rico and in cases when a will written in Spanish is to be effective in whole or in part in the United States.”

The conflict between the laws of the State of New York and those of the Commonwealth of Puerto Rico having been thus posed, we ask ourselves: Have our laws foreseen this situation of possible conflicts of laws on this matter? Does our legislation contain provisions in this respect? Should this will be governed, as to its formalities, by the law of Puerto Rico or by the law of New York?

Upon an examination of the law we shall see why the first error was committed. Section 633, supra, 31 L.P.R.A. § 2149, which makes reference to the two languages, [391]*391refers to wills executed in Puerto Rico. That section appears in Subchapter III3 of Chapter 217, which is the chapter in the Civil Code devoted to wills. This subchapter deals with the “Form of Wills.” 4 As to wills executed outside of Puerto Rico, the Code had already prescribed in the pertinent part of § 11, that “the forms and solemnities of contracts, wills and other public instruments are governed by the laws of the country in which they are executed.” 5 Going back to Chapter 217 dealing with wills, in its Subchapter VII entitled “Will Made Outside Puerto Rico” there appears § 666, 31 L.P.R.A. § 2221, which provides in its pertinent part that “citizens of Puerto Rico may make wills abroad, according to the forms established by the laws of the country in which they are sojourning.” This section harmonizes perfectly with § 11, supra. The Code having provided in detail in Chapter 217, Subchapter III, for the form of wills, it is natural that it should clarify (in its § 666) that, as respects the wills executed outside of Puerto Rico, the Puerto Rican citizens may make a will according to the forms established by the laws of the country in which they are sojourning. In this manner an interpretation which would conflict with § 11 of the same Code is avoided. Thus, for éxample, when the Code in Subchapter II of Chapter 217, [392]*392§ 618 (31 L.P.R.A. § 2123) prohibits joint wills, later in Sub-chapter VII, which deals- with wills made outside of Puerto Rico, the Code in its § 667 (31 L.P.R.A. § 2222) repeats, by way of clarification, that a mutual will which the citizens of Puerto Rico execute abroad shall not be valid in Puerto Rico, even though the laws of the country where it has been executed authorize it. The said § 667 is an exception to § § 666 and 11 (locus regit actum) which, as we have seen, are in harmony with each other. Colón v. Registrar, 67 P.R.R. 16, 21 (1947). Naturally, the Code had nothing to provide in § 666 on the formalities to be observed by foreigners when testating abroad. The Civil Code is a harmonious legal body which must be read as a whole; its provisions cannot be interpreted isolatedly.

It is natural that our Code should provide in detail for the formalities of the wills executed in Puerto Rico, but not so as to those executed in foreign countries or jurisdictions. As Professor Valverde properly points out, the wills executed abroad are not subject, as to their formalities, to the detailed regulation of the Civil Code, because in that aspect they are subject to private international law.6

It is fitting to mention now, before proceeding any further, something on terminology.

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Bluebook (online)
85 P.R. 387, Counsel Stack Legal Research, https://law.counselstack.com/opinion/armstrong-v-armstrong-del-valle-prsupreme-1962.