Jiménez Montalvo v. Jiménez Font

76 P.R. 673
CourtSupreme Court of Puerto Rico
DecidedJune 17, 1954
DocketNo. 11240
StatusPublished

This text of 76 P.R. 673 (Jiménez Montalvo v. Jiménez Font) 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
Jiménez Montalvo v. Jiménez Font, 76 P.R. 673 (prsupreme 1954).

Opinion

Mr. Justice Ortiz

delivered the opinion of the Court.

This is a case involving a contested will executed on January 21, 1958 by Maria del Pilar Jiménez Font, who died on February 1, 1953 at the age of 90 years. The petition for the annulment of the will filed by some nephews of the testatrix against her brother, who was designated in the will as sole and universal heir, is based on the allegations that at the time the will was executed she was not in her sound mind, that if she was incidentally in a lucid interval when the will was executed “two physicians did not appear in the will to testify thereto, one of the witnesses being aware of the incapacity of the testatrix, to which he had sworn under oath before the Honorable Superior Court of Mayagüez, prior to the execution of the will”, and that the will had been executed through deceit and fraud. After weighing the evidence, the Mayagüez Court rendered judgment dismissing the complaint. The trial court concluded that the testatrix had the necessary capacity at the time the will was executed that it was not necessary for the notary to designate, by virtue of the provisions of § 614 of the Civil Code, two physicians to examine the testatrix and attest to her capacity, and that this was not necessary because the insanity or incapacity of the testatrix had not been previously declared by any court, concluding further that there had been no fraud, deceit or violence of any kind.

The plaintiffs have appealed from the judgment to this Court and assign the following errors:

[676]*676“First error: That the lower court erred in holding as it did that the notary did not have to comply with the provisions of § 614 of the Civil Code, 1930 ed.
“Second error: That the lower court erred in holding as it did that the plaintiff did not prove the testatrix’s insanity at the act of Execution of the Will.
“Third error: That the lower court erred in believing the testimony of Dr. Maximiliano Almonte that the testatrix was sound at the time of executing the will.
“Fourth error: That the lower court erred in holding as it did that the will thus executed was valid.”

At the outset, we shall refer to plaintiff-appellant’s allegation that the testatrix was not in her sound mind when the will was executed. It is an undisputed fact that the notary and the three attesting witnesses certified in the will that, in their opinion, the testatrix had at the time of execution the necessary legal capacity to testate and that she voluntarily had expressed her will to the notary and to the witnesses. It is stated in the will “that one of the attesting witnesses is Dr. Maximiliano Almonte, a general practitioner who is also the attending physician of the testatrix and who. stated after having examined her in the presence of all that the testatrix is of sound mind and with the faculty and capacity to execute this will although she is confined to bed because-of her advanced age and general weakness.” It is also an undisputed fact that, as the trial court concluded, “the testatrix had never been judicially declared insane or incapable,, although defendant himself had filed on November 14, 1951 a petition under No. T-1819 at the former District Court of Mayagfiez praying for a declaration of incapacity of the testatrix and the appointment of a guardian to govern her person and administer her property. That proceeding was. abandoned, even after a hearing was held on November 21, 1951, because the moving party had shown no interest in. bringing it to an end.”

[677]*677It is necessary to make a brief summary of the evidence introduced, with respect to the question of the alleged me'ntal incapacity of the testatrix.

Plaintiffs’ first witness, María Matilde Marty Jiménez, testified that she was a niece of the testatrix, Doña María del Pilar, that she had visited her aunt several times in the late days of her life, when she was in bed, but that she could not speak to her because defendant prevented it, that on one occasion her aunt was lying on the floor, early in January 1953, that “the mattress was torn to pieces”, that the testatrix had no hair because it had been cropped, that prior to her last illness the testatrix was always walking along the streets, that in many occasions she spoke a lot of nonsense and trivialities and had delusion of poisoning and accused “everybody” of trying to poison her, and she kept saying that “Pepe’s children” had robbed her of all her jewelry, but the witness explained that as a matter of fact Pepe’s children had the jewelry since long ago, that the testatrix said “that she was threatened, that they wanted to take from her all she had and that they wanted to poison her,” that “she could not live with Pepe because Pepe threatened her so that she would give him all her money,” that Pepe is defendant José Jiménez Font.

Plaintiff’s witness, William Cordero, testified that he had known Maria del Pilar for about 20 to 25 years, that a year or a year and a half before the trial, he started a construction for her as a contractor, that he did not finish the project because they could not reach an agreement as to the second part of the contract “because she believed he was asking for more than the work was worth”, that they had made no contract whatever, that when the witness began to work on the foundations, she spoke with two or three other contractors and “she found somebody who could do it cheaper and he stopped work,” that for the purpose of signing the contract she and the witness visited several attorneys that they did not sign the contract because the witness required an advanced [678]*678payment and she refused, since she believed that the witness was «asking for more money than the construction was worth, that she refused to make any advanced payment to the witness, but insisted on paying him as the work progressed. Incidentally, this witness’ testimony only shows that the testatrix had an adequate degree of mental capacity to protect her interests.

Plaintiff’s witness, Vicente Guardiola, testified that he is a fireman and that he had known Doña María del Pilar for more than 15 years, that she spoke with the firemen and told them that “when she died she was going to leave her inheritance to the firemen,” that she crossed the street without minding the cars and when somebody would try to help her she refused. That on one occasion the witness tried to help her and she told him “don’t touch me, I do not want men to touch me,” and that at that time she was over 85 years of age. On cross-examination the witness testified that the street crossing incident between them took place about three years before July 21, 1953, the date of the trial.

Plaintiff’s witness, Armando Y. Cifre, testified that he saw Doña María del Pilar at court when evidence was presented in a petition for her incapacity (November 21, 1951) and that then she said “that she did not want to stay there because the judge and the others present wanted to frame her,” that she wanted to leave because “they want to declare me insane. Even Pepe wants to declare me insane” and that then she left.

Juan Jiménez Figueroa, testatrix’s nephew, testified that he saw the testatrix during the last days of her life and that it was difficult to understand what she said, that she complained but it was because of some bruises that she had received. It seemed that they became infected and she complained of pains; her legs and hands were swollen.

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76 P.R. 673, Counsel Stack Legal Research, https://law.counselstack.com/opinion/jimenez-montalvo-v-jimenez-font-prsupreme-1954.