Saturday, January 21, 2017

TESTIMONIAL EVIDENCE

ETRIII REMEDIAL LAW REVIEW Lecture Series

Lecture Outline No. 3
PART 1 
OUTLINE/ LECTURE ON
TESTIMONIAL EVIDENCE & DISQUALIFICATIONS

By: Atty. Eduardo T. Reyes, III

(Prepared for Law 3-A,
University of San Agustin Law School,
 SY 2016-2017)

A. Requisites for Admissibility of Testimonial Evidence

Section 20, Rule 130. Witnesses, their qualifications.- Except as provided in the next succeeding section, all persons who can perceive, and perceiving, can make known their perception to others, maybe witnesses.

Religious or political belief, interest in the outcome of the case, or conviction of a crime unless otherwise provided by law, shall not be a ground for disqualification.

Section 1, Rule 132. Examination to be done in open court. – The examination of witnesses presented in a trial or hearing shall be done in open court, and under oath or affirmation. Unless the witness is incapacitated to speak, or the question calls for a different mode of answer, the answers of the witness shall be given orally.

            Requisites:

A.1. Ability to Perceive
A.2. Capability to Make Known or Communicate his Perception
            A.3. Declaration must be Done in Open Court; and,
            A.4. Declaration must be under Oath or Affirmation.
            A.5. Possesses NONE OF THE DISQUALIFICATIONS as stated in Secs. 21- 25, Rule 130 of the Rules on Evidence

            A.1. Ability to Perceive. “A person is qualified or is competent to be a witness, if (a) he is capable of perceiving, and (b) he can make his perception known. It should be noted however, that loss of the perceptive sense after the occurrence of the fact does not affect the admissibility of the testimony. Hence a blind man can testify to what he prior to his blindness or a deaf man, to what he heard prior to his deafness. But a person incapable of perception is PRO TANTO INCAPABLE OF TESTIFYING.

            A witness may have been capable of perceiving, yet incapable of narration. He may have no powers of speech, and have no means of expressing himself by signs. He may have become insane since the occurrence he is called upon to relate. A person incapable of narration is PRO TANTO INCAPABLE OF TESTIFYING”[1].

A.1.1. What about in cases of DIFFICULTY of a witness in COMPREHENDING the questions being propounded by the counsel examining her? Would this render a witness as INCOMPETENT?

“The fact that complainant displayed difficulty in comprehending the questions propounded on her is undisputed. However, there is no showing that she could not convey her ideas by words or signs. It appears in the records that complainant gave sufficiently intelligent answers to the questions propounded by the court and the counsels. The trial court is satisfied that the complainants can perceive and transmit in her own way her perceptions to others. She is therefore found to be a competent witness.[2]
           

A.2. Capability to Make Known or Communicate his Perception.
            A.3. Declaration must be Done in Open Court; and,
            A.4. Declaration must be under Oath or Affirmation. “A person is not qualified to be a witness if he is incapable of understanding the duty to tell the truth. An oath or affirmation is necessary for the witness to recognize the duty to tell the truth. The oath of a witness signifies that he is swearing to the Creator “to tell the truth and nothing but the truth” and that if he does not, he will later on answer for all the lies he is guilty of.” X x x “It is enough that the witness understands and believes that some earthly evil will occur to him for lying.[3]

            A.5. Possesses NONE OF THE DISQUALIFICATIONS as stated in Secs. 21- 25, Rule 130 of the Rules on Evidence

a.5.1. NOT DISQUALIFICATIONS. “Religious or political belief, interest in the outcome of the case, or conviction of a crime unless otherwise provided by law, shall not be a ground for disqualification.”

            “It is now provided that “interest in the outcome of the case shall not be a ground for disqualification”. The testimony of interested witnesses, while rightfully subjected to careful scrutiny, should not be rejected on the ground of bias alone. If their testimony is reasonable and consistent and is not contradicted by evidence from any reliable source, there is no reason, as a general rule, for not accepting it. [4] 

a.5.2. COMPETENCY v. CREDIBILITY. While “Religious or political belief, interest in the outcome of the case, or conviction of a crime”, by themselves, do not render a witness as INCOMPETENT or DISQUALIFIED to testify, said witness’ CREDIBILITY make be challenged on account of his BIAS or PREJUDICE on account of his Religious or political belief, interest in the outcome of the case, or conviction of a crime.

According to Riano, “competence is a matter of law or, in this jurisdiction, also a matter of rule. Credibility of a witness has nothing to do with the law or rules. It refers to the weight and trustworthiness or reliability of the testimony. In deciding the competence of a witness, the court will not inquire into the trustworthiness of a witness”[5].

Moreover, remember in ETRIII Lecture Outline No. 1, that:

“Evidence represents any KNOWABLE FACT or GROUP OF FACTS, not a legal or a logical principle, considered with a view to its being offered before a legal tribunal for the purpose of producing a conviction, positive or negative, on the part of the tribunal, as to the truth of a proposition, NOT OF LAW OR OF LOGIC, on which the determination of the tribunal is to be asked”[6].

QUERY: Can a Judge APPLY HIS OWN BIASES AND PREJUDICES IN DECIDING A CASE?

2.1.- General Rule: Personal Knowledge of Judge is not Knowledge of Court

-        Thus, a Judge must BE VERY PATIENT, and not make premature conclusions until after all of the evidence from both parties is offered before the court lest he be accused of ACTING IN UNDUE HASTE or worse, of BIAS OR PARTIALITY. The Judge must first ascertain whether the evidence being presented before him, is ADMISSIBLE, i.e, RELEVANT and is NOT EXCLUDED by the Rules pursuant to Sec. 3, Rule 128 which states: “Evidence is admissible when it is relevant to the issue and is not excluded by the rules”.

-        Only after an ascertainment is made that evidence being presented is COMPETENT, that the Judge can apply his own BIASES and PERSONAL EXPERIENCE in ARRIVING at a CONCLUSION AS TO WHETHER the PROPOSITION BEING FOSTERED BY A PARTY IS TRUE OR NOT.

-       
  “The life of the law has not been logic: it has been experience. The felt necessities of the time , the prevalent moral and political theories, intuitions of public policy, avowed or unconscious, even the prejudices which judges share with their fellowmen, have had a good deal more to do than syllogism in determining the rules by which mean should be governed."
-US Supreme Court Justice Oliver Wendell Holmes

COMPETENCE V. CREDIBILITY. Thus, while a Judge cannot inject his own prejudices in determining the COMPETENCE of a witness, because he has to apply the law or the rules at such stage in the reception of evidence, when the judge however, after admitting into evidence the testimony of said witness, is NOT PRECLUDED from applying his own personal experience, observations and even his own biases and prejudices, in WEIGHING the CREDIBILITY of the testimonial evidence.

B. Another Role of TESTIMONIAL EVIDENCE in relation to Documentary & Object Evidence. “IDENTIFICATION”. “It is a legal truth that identification precedes  authentication. Without a witness, no evidence can ever be authenticated. Even the so-called “self-authenticating documents” need a witness to identify the document. The reason is simple. Being inanimate, a document or an object cannot speak for itself”[7].

            B.1. ADVERSE CONSEQUENCE of LACK OF IDENTIFICATION. A document which was not identified, cannot be offered in evidence.

In Heirs of Pedro Pasag v. Sps. Lorenzo and Florentina Parocha[8], the Supreme Court instructed on the dire consequence of a party’s “failure to identify and offer a piece of documentary evidence”, viz:

“The pre-trial guidelines and Sec. 35 of Rule 132 jointly considered, it is made clear that the party who terminated the presentation of evidence must make an oral offer of evidence on the very day the party presented the last witness. Otherwise, the court may consider the partys documentary or object evidence waived. While Sec. 35 of Rule 132 says that the trial court may allow the offer to be done in writing, this can only be tolerated in extreme cases where the object evidence or documents are large in number say from 100 and above, and only where there is unusual difficulty in preparing the offer.

The party asking for such concession should however file a motion, pay the filing fee, set the date of the hearing not later than 10 days after the filing of the motion,[16] and serve it on the address of the party at least three (3) days before the hearing.[17] In short, it is a litigated motion and cannot be done ex parte. Counsels for parties should not however rely on the benevolence of the trial court as they are expected to have thoroughly and exhaustively prepared for all possible pieces of evidence to be presented and the purposes for which they will be utilized. As a matter of fact, the draft of the offer of evidence can already be prepared after the pre-trial order is issued, for, then, the counsel is already fully aware of the documentary or object evidence which can be put to use during trial. Remember that under the pre-trial guidelines, the trial court is ordered to integrate in the pre-trial order the following directive:

No evidence shall be allowed to be presented and offered during the trial in support of a partys evidence-in-chief other than those that had been identified below and pre-marked during the pre-trial. Any other evidence not indicated or listed below shall be considered waived by the parties. However, the Court, in its discretion, may allow introduction of additional evidence in the following cases: (a) those to be used on cross-examination or re-cross-examination for impeachment purposes; (b) those presented on re-direct examination to explain or supplement the answers of a witness during the cross-examination; (c) those to be utilized for rebuttal or sur-rebuttal purposes; and (d) those not available during the pre-trial proceedings despite due diligence on the part of the party offering the same.[18]

It is apparent from the foregoing provision that both parties should obtain, gather, collate, and list all their respective pieces of evidence whether testimonial, documentary, or objecteven prior to the preliminary conference before the clerk of court or at the latest before the scheduled pre-trial conference. Otherwise, pieces of evidence not identified or marked during the pre-trial proceedings are deemed waived and rendered inutile. The parties should strictly adhere to the principle of laying ones cards on the table. In the light of these issuances and in order to obviate interminable delay in case processing, the parties and lawyers should closely conform to the requirement that the offer of evidence must be done orally on the day scheduled for the presentation of the last witness.

Thus, the trial court is bound to consider only the testimonial evidence presented and exclude the documents not offered. Documents which may have been identified and marked as exhibits during pre-trial or trial but which were not formally offered in evidence cannot in any manner be treated as evidence. Neither can such unrecognized proof be assigned any evidentiary weight and value. It must be stressed that there is a significant distinction between identification of documentary evidence and its formal offer. The former is done in the course of the pre-trial, and trial is accompanied by the marking of the evidence as an exhibit; while the latter is done only when the party rests its case.[19] The mere fact that a particular document is identified and marked as an exhibit does not mean that it has already been offered as part of the evidence.[20] It must be emphasized that any evidence which a party desires to submit for the consideration of the court must formally be offered by the party; otherwise, it is excluded and rejected.[21]”.

           

            B.2. OBJECTION TO COMPETENCY OF WITNESS. “When a witness is produced, it is a right and privilege accorded to the adverse party to object to his examination on the ground of incompetency to testify. If a party knows before trial that a witness is incompetent, objection must be made before he has given any testimony; if the incompetency appears on the trial, it must be interposed as soon as it becomes apparent.[9]

            “The objection interposed should challenge the competency of the witness, and not the competency of the evidence; the evidence may be competent, but the witness may not.[10]” 

            B.3. WAIVER OF OBJECTION. “The acceptance of an incompetent witness to testify as well as the allowance of improper questions that may be put to him while on the stand is a matter resting in the discretion of the litigant. He may assert his right by timely objection or he may waive it, either expressly or by silence. In any case, the option rests with him. Once admitted, the testimony is in the case for what it is worth and the judge has no power to disregard it for the sole reason that it could have been excluded, if it had been objected to, nor to strike it out on his own motion[11].   

C. DISQUALIFICATIONS. Section 21, Rule 130. Disqualification by reason of mental incapacity. – The following persons cannot be witnesses:


            C.1. MENTAL INCAPACITY  

“(a)Those whose mental condition, at the time of their production for examination, is such that they are incapable of intelligently making known their perception to others;”

            C.2. IMMATURITY

“(b) Children whose mental maturity is such as to render them incapable of perceiving the facts respecting which they are examined and of relating them truthfully.”

c.2.1.“child witness” is any person who, at the time of giving testimony, is below the age of eighteen (18) years (Sec. 4 [a], Rule on Examination of a Child Witness, A.M. No. 004-07-SC).

“When the court finds that substantial doubt exists regarding the ability of the child to perceive, remember, communicate, distinguish truth from falsehood, or appreciate the duty to tell the truth in court, the court shall conduct a competency examination of the child. The court may do so motu propio or on motion of a party. – (Sec. 6, Rule on Examination of a Child Witness, A.M. No. 004-07-SC).

c.2.2.“Intelligence, not the age, of a child, that determines his competency to testify. -  It has long been the general rule that no precise minimum age can be fixed at which children shall be excluded from testifying. The intelligence, not the age, of a young child is the test of its competency as a witness; that is to say, to be considered competent, a child must be able to receive accurate impressions of the facts to which its testimony relates, and to relate truly the impressions received[12].

            C.3. Section 22, Rule 130. DISQUALIFICATION BY REASON OF MARRIAGE. “During their marriage, neither the husband nor the wife may testify FOR or AGAINST the other without the consent of the affected spouse, except in a civil case by one against the other, or in a criminal case for a crime committed by one against the other or the latter’s direct descendants or ascendants.

c.3.1. Reason for the rule. “The rule forbidding one spouse to testify for or against the other is “based on principles which are deemed important to preserve the marriage relation as one of full confidence and affection, and that this is regarded as more important to the public welfare than that the exigencies of the lawsuits should authorize domestic peace to be disregarded, for the sake of ferreting out facts within the knowledge of strangers”[13].

c.3.2. Must be legally married.

c.3.3. Scope of the Rule. – “The rule forbidding one spouse to testify for or against the other applies to any form of testimony; therefore it protects against using the spouse-witness’ admission, or against compelling him (or her) to produce documents. According to Wharton, “the prohibition includes the making of an affidavit by one spouse for the purpose of obtaining a search warrant against the other, but does not apply when such spouse is merely the prosecuting witness in a criminal case. The rule of exclusion also applies irrespective of the kind of testimony given by the witness. Even the declaration of the accused’s spouse to a third person with reference to the accused’s guilt should not be received against the accused where it was not made in his or her presence or by his or her authority, although the rule is different if the declaration was made in his or her presence. However, res gestae declarations of husband and wife are admissible for or against each other, even though each is incompetent to testify.”[14]

c.3.4. Waiver of Privilege. “Wigmore asserts that the privilege of objecting to testimony concerning anti-marital facts belongs to the spouse who is a party to the action and not to the spouse who is being used as a witness.[15]” This seems to be the rule in this jurisdiction, for Section 22 is worded as follows: “During their marriage, neither the husband nor the wife may testify for or against the other without the consent of the affected spouse”[16].

c.3.5. Exception. Strained Marital Relations.



MAXIMO ALVAREZ,
Petitioner,




- versus -




SUSAN RAMIREZ,
Respondent.

G.R. No. 143439

Present:

PANGANIBAN, J., Chairman,
SANDOVAL-GUTIERREZ,
CORONA,
CARPIO MORALES, and
GARCIA, JJ.


Promulgated:

October 14, 2005
x---------------------------------------------------------------------------------------------x

DECISION



SANDOVAL-GUTIERREZ, J.:


Before us is a petition for review on certiorari[1] assailing the Decision[2] of the Court of Appeals dated May 31, 2000 in CA-G.R. SP No. 56154, entitled SUSAN RAMIREZ, petitioner, versus, HON. BENJAMIN M. AQUINO, JR., as JUDGE RTC, MALABON, MM, BR. 72, and MAXIMO ALVAREZ, respondents.
Susan Ramirez, herein respondent, is the complaining witness in Criminal Case No. 19933-MN for arson[3] pending before the Regional Trial Court, Branch 72, Malabon City. The accused is Maximo Alvarez, herein petitioner. He is the husband of Esperanza G. Alvarez, sister of respondent.
On June 21, 1999, the private prosecutor called Esperanza Alvarez to the witness stand as the first witness against petitioner, her husband. Petitioner and his counsel raised no objection.
Esperanza testified as follows:
ATTY. ALCANTARA:

We are calling Mrs. Esperanza Alvarez, the wife of the accused, Your Honor.

COURT:

Swear in the witness.

x x x

ATTY. MESIAH: (sic)

Your Honor, we are offering the testimony of this witness for the purpose of proving that the accused Maximo Alvarez committed all the elements of the crime being charged particularly that accused Maximo Alvarez pour on May 29, 1998 gasoline in the house located at Blk. 5, Lot 9, Phase 1-C, Dagat-dagatan, Navotas, Metro Manila, the house owned by his sister-in-law Susan Ramirez; that accused Maximo Alvarez after pouring the gasoline on the door of the house of Susan Ramirez ignited and set it on fire; that the accused at the time he successfully set the house on fire (sic) of Susan Ramirez knew that it was occupied by Susan Ramirez, the members of the family as well as Esperanza Alvarez, the estranged wife of the accused; that as a consequence of the accused in successfully setting the fire to the house of Susan Ramirez, the door of said house was burned and together with several articles of the house, including shoes, chairs and others.

COURT:

You may proceed.

x x x

DIRECT EXAMINATION

ATTY. ALCANTARA:

x x x

Q: When you were able to find the source, incidentally what was the source of that scent?
A: When I stand by the window, sir, I saw a man pouring the gasoline in the house of my sister (and witness pointing to the person of the accused inside the court room).

Q: For the record, Mrs. Witness, can you state the name of that person, if you know?
A: He is my husband, sir, Maximo Alvarez.

Q: If that Maximo Alvarez you were able to see, can you identify him?
A: Yes, sir.

Q: If you can see him inside the Court room, can you please point him?
A: Witness pointing to a person and when asked to stand and asked his name, he gave his name as Maximo Alvarez.[4]


In the course of Esperanzas direct testimony against petitioner, the latter showed uncontrolled emotions, prompting the trial judge to suspend the proceedings.
On June 30, 1999, petitioner, through counsel, filed a motion[5] to disqualify Esperanza from testifying against him pursuant to Rule 130 of the Revised Rules of Court on marital disqualification.
Respondent filed an opposition[6] to the motion. Pending resolution of the motion, the trial court directed the prosecution to proceed with the presentation of the other witnesses.
On September 2, 1999, the trial court issued the questioned Order disqualifying Esperanza Alvarez from further testifying and deleting her testimony from the records.[7]The prosecution filed a motion for reconsideration but was denied in the other assailed Order dated October 19, 1999.[8]
This prompted respondent Susan Ramirez, the complaining witness in Criminal Case No. 19933-MN, to file with the Court of Appeals a petition for certiorari[9]with application for preliminary injunction and temporary restraining order.[10]
On May 31, 2000, the Appellate Court rendered a Decision nullifying and setting aside the assailed Orders issued by the trial court.
Hence, this petition for review on certiorari.
The issue for our resolution is whether Esperanza Alvarez can testify against her husband in Criminal Case No. 19933-MN.
Section 22, Rule 130 of the Revised Rules of Court provides:
Sec. 22. Disqualification by reason of marriage. During their marriage, neither the husband nor the wife may testify for or against the other without the consent of the affected spouse, except in a civil case by one against the other, or in a criminal case for a crime committed by one against the other or the latters direct descendants or ascendants.

The reasons given for the rule are:
1.     There is identity of interests between husband and wife;
2.     If one were to testify for or against the other, there is consequent danger of perjury;
3.     The policy of the law is to guard the security and confidences of private life, even at the risk of an occasional failure of justice, and to prevent domestic disunion and unhappiness; and
4.     Where there is want of domestic tranquility there is danger of punishing one spouse through the hostile testimony of the other.[11]

But like all other general rules, the marital disqualification rule has its own exceptions, both in civil actions between the spouses and in criminal cases for offenses committed by one against the other. Like the rule itself, the exceptions are backed by sound reasons which, in the excepted cases, outweigh those in support of the general rule. For instance, where the marital and domestic relations are so strained that there is no more harmony to be preserved nor peace and tranquility which may be disturbed, the reason based upon such harmony and tranquility fails. In such a case, identity of interests disappears and the consequent danger of perjury based on that identity is non-existent. Likewise, in such a situation, the security and confidences of private life, which the law aims at protecting, will be nothing but ideals, which through their absence, merely leave a void in the unhappy home.[12]

In Ordoo vs. Daquigan,[13] this Court held:

We think that the correct rule, which may be adopted in this jurisdiction, is that laid down in Cargil vs. State, 35 ALR 133, 220 Pac. 64, 25 Okl. 314, wherein the court said:

The rule that the injury must amount to a physical wrong upon the person is too narrow; and the rule that any offense remotely or indirectly affecting domestic harmony comes within the exception is too broad. The better rule is that, when an offense directly attacks, or directly and vitally impairs, the conjugal relation, it comes within the exception to the statute that one shall not be a witness against the other except in a criminal prosecution for a crime committee (by) one against the other.

Obviously, the offense of arson attributed to petitioner, directly impairs the conjugal relation between him and his wife Esperanza. His act, as embodied in the Information for arson filed against him, eradicates all the major aspects of marital life such as trust, confidence, respect and love by which virtues the conjugal relationship survives and flourishes.

As correctly observed by the Court of Appeals:

The act of private respondent in setting fire to the house of his sister-in-law Susan Ramirez, knowing fully well that his wife was there, and in fact with the alleged intent of injuring the latter, is an act totally alien to the harmony and confidences of marital relation which the disqualification primarily seeks to protect. The criminal act complained of had the effect of directly and vitally impairing the conjugal relation. It underscored the fact that the marital and domestic relations between her and the accused-husband have become so strained that there is no more harmony, peace or tranquility to be preserved. The Supreme Court has held that in such a case, identity is non-existent. In such a situation, the security and confidences of private life which the law aims to protect are nothing but ideals which through their absence, merely leave a void in the unhappy home. (People v. Castaeda, 271 SCRA 504). Thus, there is no longer any reason to apply the Marital Disqualification Rule.

It should be stressed that as shown by the records, prior to the commission of the offense, the relationship between petitioner and his wife was already strained. In fact, they were separated de facto almost six months before the incident. Indeed, the evidence and facts presented reveal that the preservation of the marriage between petitioner and Esperanza is no longer an interest the State aims to protect.
At this point, it bears emphasis that the State, being interested in laying the truth before the courts so that the guilty may be punished and the innocent exonerated, must have the right to offer the direct testimony of Esperanza, even against the objection of the accused, because (as stated by this Court in Francisco[14]), it was the latter himself who gave rise to its necessity.



            C.4. MARITAL PRIVILEGE COMMUNICATION RULE

Sec. 24, Rule 130. Disqualification by reason of privileged communication rule. The following persons cannot testify as to matters learned in confidence in the following cases:

            (a) The husband or the wife, during or after the marriage, cannot be examined without the consent of the other as to any communication received in confidence by one from the other during the marriage except in a civil case by one against the other, or in a criminal case for a crime committed by one against the other or the latter’s direct descendants or ascendants; x x x”
           

            -Applies to disqualification on account of privileged communication because the information was divulged by one spouse to the other DURING THE MARRIAGE.

            -For as long as the confidential information was disclosed DURING THE MARRIAGE, the prohibition applies in perpetuity.

            -Suppose, PRIOR TO THE MARRIAGE, X learns that her fiancé, Y, was a serial killer because this was divulged by the latter to her. X marries him nonetheless. DURING THE MARRIAGE, may X be compelled to testify as to the admission of her husband, Y, that he is a serial killer?

-        Suppose, we have the same facts, except that, subsequently, X and Y’s marriage is terminated. Would the answer still be the same?

-        Supposing further, that it was not Y, but Z, Y’s brother, who discloses the information to X, how would that change things?    

-        Study the distinctions between Section 22 and Section 24 (a).




[1] 3 Wharton’s Crim. Evidence., (11th ed.), sec. 1170
[2] People v. de Jesus, 129 SCRA 4.
[3] See p. 294, Riano, Evidence (The Bar Lectures Series), 2013
[4] U.S. v. Mante, 27 Phil. 134; U.S. v. Pagaduan, 39 Phil. 901
[5] P. 297, Riano, Ibid.
[6] 1 Wigmore on Evidence
[7] See Riano, p. 293, Ibid.
[8] G.R. No. 155483, April 27, 2007
[9] Wharton’s Crim. Evidence. (11th ed.), sec. 1152
[10] Hoag v. Wright, 174 N.Y. 36, 39, 66 N.E., 579
[11] Marella v. Reyes and Paterno, 12 Phil. 1
[12] 58 Am. Jur.. 97, cited on p. 242, Francisco, The Revised Rules of Court in the Philippines, EVIDENCE Rulesd 128-130, Volume VII Part I, 1997 Edition
[13] Wigmore on Evidence, (Stud. Text). 367
[14] 58 Am. Jur. 139
[15] 4 Wigmore on Evidence, sec. 2341.
[16] See Francisco, p. 251, Ibid.

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