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01 CEASE v.

CA properties of the defunct Tiaong Milling and Plantation Company now


G.R. No. L-33172 October 18, 1979 appearing under the name of F.L. Cease Plantation Company as Trustee, is
part of the estate of the deceased Forrest L. Cease and ordered divided
Topic: Settlement of Decedents’ Estates among his six children.
6. The trial judge also ordered for F. L. Cease Plantation Company to surrender
Doctrine: [in BOLD letters in the Held part] the properties to the appointed receiver. More importantly, the judge ordered
the termination and dismissal of Special Proceedings No. 3893 for
Facts: administration.
1. Forrest L. Cease together with five (5) other American citizens organized the 7. Defendants appealed to the CA. CA ruled in favor of defendants. Hence, this
Tiaong Milling and Plantation Company and in the course of its corporate appeal by certiorari.
existence, the company acquired various properties. However, at the same 8. Plaintiffs argue among others that there was an irregular and arbitrary
time, all the other original incorporators were bought out by Forrest L. Cease termination and dismissal of the special proceedings for judicial administration
together with his children simultaneously ordered in the lower court’s decision in Civil Case No. 6326
2. The charter of the company lapsed in June 1958. On 13 August 1959, Forrest adjudicating the partition of the estate, without categorically, reasoning the
L. Cease died and by extrajudicial partition, his shares were disposed of. opposition to the petition for administration.
However, it would appear that Benjamin and Florence (Defendants) wanted an
actual division while the other children wanted reincorporation; and proceeding Issue: W/N the trial court correctly dismissed the special proceeding in its order for
on that, these other children Ernesto, Teresita and Cecilia and other the civil case
stockholder Bonifacia Tirante (Plaintiffs) proceeded to incorporate themselves
into the F.L. Cease Plantation Company. Held: Yes!!
3. In view of that, Benjamin and Florence for their part initiated a Special 1. The dismissal and termination of the special proceedings for judicial
Proceeding No. 3893 in the CFI for the settlement of the estate of Forest L. administration is correct despite of its rendition in another related case in view
Cease, and one month afterwards on 19 May 1960 they filed Civil Case No. of the established jurisprudence which favors partition when judicial
6326 against Ernesto, Teresita and Cecilia Cease together with Bonifacia administration becomes unnecessary. The dismissal at first glance is wrong,
Tirante asking that the Tiaong Milling and Plantation Corporation be declared since what was actually heard was Civil Case No. 6326. However, judicial
Identical to F.L. Cease and that its properties be divided among his children as rulings consistently held the view that where partition is possible, either
his intestate heirs. judicial or extrajudicial, the estate should not be burdened with an
4. During the pendency of Civil Case No. 6326 and the eve of the expiry of the administration proceeding without good and compelling reason. When
three (3) year period provided by the law for the liquidation of corporations, the the estate has no creditors or pending obligations to be paid, the beneficiaries
board of liquidators of Tiaong Milling executed an assignment and conveyance in interest are not bound to submit the property to judicial administration which
of properties and trust agreement in favor of F.L. Cease Plantation Co. Inc. as is always long and costly, or to apply for the appointment of an administrator
trustee of the Tiaong Milling and Plantation Co. Upon motion of the plaintiffs by the court, especially when judicial administration is unnecessary and
trial Judge ordered that this alleged trustee be also included as party superfluous.
defendant. 2. In the records of this case, there was no indication of any indebtedness of
5. Note that there were thus two (2) proceedings pending in the CFI of Quezon the estate. No creditor has come up to charge the estate within the two-
namely Civil Case No. 6326 and Special Proceeding No. 3893 but both of year period after the death of Forrest L. Cease, hence, the presumption
these were assigned to the Hon. Respondent Judge Maddela and the case under Section 1, Rule 74 that the estate is free from creditors must apply.
was finally heard and submitted upon stipulation of facts. Judge Maddela then Neither has the status of the parties as legal heirs, been raised as an issue.
held for the plaintiffs Benjamin and Florence, establishing that the assets or Besides, there was a stipulation of the parties to submit the pleadings and
contents of the special administration proceedings for the cognizance of the liquidation. It may no longer persist to maintain ownership over the
trial judge in adjudicating the civil case for partition. corporate assets.
3. As defendants observe, the parties in both cases are the same, so are the 2. Petitioners argue that no evidence was adduced to support the conclusion
properties involved; that actual division is the primary objective in both actions; that Tiaong Milling are also properties of the estate of Forrest Cease.
the theory and defense of the respective parties are likewise common; and - SC held that RTC correctly applied the rule on piercing the corporate
that both cases have been assigned to the same Respondent judge. This veil, in the sense that the legal fiction of distinct and separate
unifying effect of the foregoing circumstances invites the wholesome exception personality is disregarded, and regarded the corporation and individual
to the structures of procedural rule, thus allowing room for judicial flexibility. member as on and the same. The BoD and stockholders belong to
Respondent judge's dismissal of the administration proceedings is a judicious one family, where Forrest Cease always retained majority stocks. Only
move, appreciable in today's need for effective and speedy administration of the members of the family benefited from the cororation. The
justice. corporation also never had any account with any banking institution.
4. One last consideration. Parties are brothers and sisters. By all rights in law Allowing petitioner’s argument would allow Tiaong Milling to be able to
and jurisprudence, each is entitled to share and share alike in the estate, extend its corporate existence beyond the perios of its charter under
which the trial court correctly ordained and sustained by the appellate court. the guise of F.L. Cease Plantation.
Almost 20 years have lapsed since the filing of Special Proceedings No. 3893 3. Petitioners argue that the decision of the lower court in the partition case is
for the administration of the Estate of Forrest L. Cease and Civil Case No. not interlocutory, but rather a final order.
6326 for liquidation and partition of the assets of the defunct Tiaong Milling - SC held, according to Miranda v CA, that such decision for recovery of
and Plantation Co., Inc. A succession of receivers were appointed by the court property with accounting (as was filed in this case) is not final but
to take, keep in possession, preserve and manage properties of the merely interlocutory and therefore not appealable.
corporation which at one time showed an income of P386,152.90 and
expenses of P308,405.01? In the meantime, ejectment cases were filed by
and against the heirs in connection with the properties involved, aggravating
the already strained relations of the parties. A prudent and practical realization
of these circumstances ought and must constrain the parties to give each one
his due in law and with fairness and dispatch that their basic rights be enjoyed.

Dispositive Portion: WHEREFORE, IN VIEW OF THE FOREGOING, the


judgment appealed from is hereby AFFIRMED with costs against the plaintiffs.

Other Issue/s and Ruling:


1. Plaintiffs argue that the action for partition should not have prospered in
view of the repudiation of the co-ownership by Tiaong Milling and
Plantation Company when it already asserted ownership and title over the
properties
- SC held that petitioner’s theory is more apparent than real. When
Tiaong Milling adduced its defense and raised the issue on ownership,
its corporate existence already terminated. It had no corporate
existence and is dissolved ipso facto except for winding up and
02 PEREIRA v. COURT OF APPEALS (CLEMENTE) 1. W/N there exists an estate of the deceased for purposes of administration.
G.R. No. 81147 JUNE 20, 1989 (SC ruled that it should be the probate court.)
2. W/N a judicial administration proceeding is necessary where there are no
TOPIC: Settlement of Decedents’ Estates debts left by the decedent. (NO)

DOCTRINE: Judicial administration and the appointment of a judicial administrator HELD 1: (Could not be resolved by the SC, but by the probate court)
are superfluous when a deceased died without debts.
● The resolution of these two issues are better left to the probate court before
FACTS: which the administration proceedings are pending. The trial court is in the
best position to receive evidence on the contentions of the parties as to the
1. Andres de Guzman Pereira (Andres) was an employee of the Philippine assets of the decedent’s estate, the valuations and the rights of the
Airlines when he passed away without a will. He was survived by his transferees of some of the assets. However, the court’s determination is
legitimate spouse, Victoria (petitioner), and his sister, Rita (respondent). only provisional in character, not conclusive, and is subject to the final
decision in a separate action which may be instituted by the parties.
2. Rita instituted before the RTC a Special Proceeding for the issuance of
letters of administration in her favor pertaining to the estate of her brother. HELD 2:
In her verified petition, she alleged the following:
● Assuming, however, that there exists assets of the deceased for purposes
a. That she and Victoria are the only surviving heirs of the deceased; of administration, the SC found that the administration proceedings
b. That the deceased left no will and that he left no creditors; instituted by the respondent to be unnecessary.
c. That he left several properties: death benefits from different
associations connected to PAL and the SSS, savings deposits from RULE 78, SECTION 6 RULE 74, SECTION 1
different banks, and a 300 square meter lot;
d. That since Victoria had been working as an auxiliary nurse in London, General Rule Exception
half of her salary forms part of her brother’s estate.

3. To this, Victoria opposed via a motion to dismiss alleging that there exists When a person dies leaving When all the heirs are of lawful
no estate of the deceased for purposes of administration and praying in the property, the same should be age and there are no debts due
alternative, that if an estate does exist, the letters of administration relating judicially administered and the from the estate they may agree in
to the said estate be issued in her favor as the surviving spouse. competent court should appoint a writing to partition the property
qualified administrator, in case without instituting the judicial
4. RTC: ruled for Rita in appointing her as the administratrix upon a bond the deceased left no will, or in administration or applying for the
posted by her. case he had left one, should he appointment of an administrator.
failed to name an executor.
5. CA: affirmed for Rita.

● DOES THE EXCEPTION PRECLUDE THE HEIRS FROM INSTITUTING


ISSUES: ADMINISTRATION PROCEEDINGS, EVEN IF THE ESTATE HAS NO
DEBTS OR OBLIGATIONS? NO.
The said provision does not compel them to do so if they have good
reasons to take a different course of action. Thus, it has been repeatedly
held that that when a person dies without leaving pending obligations to be
paid, his heirs, whether of age or not, are bound to submit the property to a
judicial administration, which is always long and costly, or to apply for the
appointment of an administrator by the court. It has been uniformly held that
in such a case, the judicial administration and the appointment of an
administrator are superfluous and unnecessary proceedings.

What constitutes good reason would depend on the circumstances of each


case.

● DOES THE SITUATION IN THE CASE AT BAR CONSTITUTE GOOD


REASON? NO.

It was found that the reason why Rita decided to institute administration
proceedings is for her to obtain possession of the alleged properties for her
own purposes, since these properties are presently in the hands of Victoria
who supposedly disposed of them fraudulently.

● SO WHAT SHOULD HAVE BEEN DONE INSTEAD?

The claims of both parties as to the properties left by the deceased may be
properly ventilated in simple partition proceedings.

DISPOSITIVE PORTION: WHEREFORE, the letters of administration issued by the


RTC are hereby revoked and the administration proceeding dismissed.
04 AVELINO v. CA (a) No partition of the estate is possible in the instant case as no
G.R. No. 115181 March 31, 2000 By: Wenceslao drtemrination has yet been made of the character and extent of the
decedent’s estate.
Topic: Settlement of Decedents’ Estates (b) Petitioner insists that the ROC does not provide for conversion of a
motion for the issuance of letters of administration to an action for
Doctrine: judicial partition. The conversion of the motion was procedurally
1. When a person dies intestate or testate, failed to name an executor in his inappropriate.
will or the executor so named is incompetent or refuses the trust, or fails to
furnish the bond required by the Rules, then the decdent’s estate shall be Issue:
judicially administered and the competent court shall appoit a qualified W/N the conversion of the judicial proceeding of a motion for the issuance of letters
administration in the order established in Sec. 6 of Rule 78. of administration to an action for judicial partition was proper?
2. The exceptions to the Rule requiring appointment of administrator are found
in Sec. 1 and 2 of Rule 74: (a) extrajudicial settlement by agreement Held: YES.
between parties; and (b)summary settlement of estates of small value. 1. Refer to doctrines 1 and 2. Section 1 Rule 74 allows the heirs to divide the
3. Where the more expeditious remedy of partition is available to the heirs, estate among themselves without need of delay and risks of being
then the heirs or the majority of them may not be compelled to submit to dissipated. When a person dies without leaving pending obligations, his
administration proceedings, and the court may convert an heir’s action for heirs, are not required to submit the property for judicial administration nor
letters of administration into a suit for judicial partition upon motion of the apply for the appointment of an administrator by the court.
heirs. 2. The basis for trial court’s order is Section 1 Rule 74, hence, such order was
Facts: not procedurally infirm. It provides that in cases where the heirs disagree as
1. Petitioner Maria Socorro Avelino is a daughter and compulsory heir of the to the partition of the estate and no extrajudicial settlement is possible, then
late Antonio Avelino Sr. and his first wife private respondent, Angelina an ordinary action for partition may be resported to, as in this case. (REFER
Avelino. Other private respondents are likewise compulsory heirs of Avelino, TO DOCTRINE 3). Thus, the trial court appropriately converted petitioner’s
Sr. and siblings of petitioner. action for letters of administration into a suit for judicial partition upon motion
2. Records reveal that Socorro filed a petition for the issuance of letters of of the private respondents.
administration of the estate of Antonio Avelino, Sr. who died intestate on
April 10, 1989. She asked that she be appointed the administrator of the Dispositive Portion: WHEREFORE petition is DENIED. CA Decision AFFIRMED.
estate.
3. Angelina and the siblings of petitioner filed their opposition by filing a motion
to convert the said judicial proceedings to an action for judicial partition. This
was duly opposed by Socorro.
4. Lower court granted the opposition of Angelina et al and converted into
judicial partition of the estate of deceased Antonio Avelino, Sr.
5. Socorro filed a petition for CPM R65 before the CA for the GADALEJ
committed by the trial court in converting the judicial proceedings for the
issuance of letters of administration to an action for judicial partition. This
petition was DENIED.
6. Thus, this petition before the court submitting the ff. contentions:
05.) LETICIA ARIENDA v. EVELYN MONILLA, COURT STENOGRAPHER, RTC e. Admits receiving P49,800 and that she had turned over the
LEGAZPI CITY notarized extrajudicial settlement, blueprint of the plan, deed of
AM No. P-11-2980 June 10 2013 sale between complainant and Rubio.
Topic: Settlement of Decedents’ Estates f. Complainant knew that Atty Molina was a DAR employee and that
Facts: Evelyn was not a lawyer since they are neighbors and are related
7. This is an administrative complaint for conduct unbecoming a court to each other.
employee and abuse of authority filed by Leticia against Evelyn. 10. VICE EXECUTIVE JUDGE, RTC LEGAZPI CITY
8. Leticia (complainant) alleged that: a. Evelyn committed simple misconduct. Fine of 2mos of salaray
a. Evelyn and Atty. Zaldy Monilla, her husband, offered their services deducted from retirement benefits.
in settling the estate of Evelyn’s deceased mother. They would b. Evelyn’s liability of P49,800 to Leticia can be properly ventilated in
prepare an extrajudicial settlement, while Evelyn’s brother Engr a separate judicial proceeding.
Arquero would conduct the survey of the estate. 11. OCA
b. Leticia had paid the spouses P49,800 and when they repeatedly a. Simple misconduct, fine of 4mos salary deducted from retirement
demanded the approved survey plan, they were asked to pay for benefits.
another P20K. 12. In her Manifestation, respondent informed the Court that a case against
c. Leticia subsequently learned that the spouses had no authority to complainant for a sum of money + damages was filed against her in the
settle her deceased mother’s estate as Atty Molina was an MTCC and the court ruled in favor of Dominguez (first buyer of land).
employee of DAR and Evelyn was an ordinary court employee. Respondent wanted the Court to note that neither complainant nor
9. Evelyn (respondent) in her comment: Dominguez mentioned the participation of respondent or her brother in the
a. It was complainant who came to respondent’s house and transaction involving the lot.
requested that she convince her brother to partition the 4 lots left Issue: W/N respondent is guilty of simple misconduct?
by her parents. After Engr. Arquero conducted the survey, Held: YES
complainant was nowhere to be found and respondent shouldered 3. It bears to note that respondent admitted in her comment that she
the expense. prepared and finalized the extrajudicial settlement of the estate – which
b. Without her knowledge, complainant filed for partition of estate constitutes practice of law1. Not being a lawyer, respondent had no
before the RTC but when it was dismissed, complainant asked authority to do so. Worse, she also admitted receiving money for her
respondent to intervene so they met at respondent’s house where services.
she pleaded for Evelyn to prepare the extrajudicial settlement. 4. It is true that respondent prepared and finalized the extrajudicial settlement
c. As respondent agreed to help, she called her brother to bring the of estate pursuant to a private agreement between her and complainant.
plan he had previously done. In the presence of Engr. Arquero, However, respondent is an employee of the court whose conduct must
complainant and her siblings chose their respective shares in the always be beyond reproach and circumscribed with the heavy burden of
property. responsibility as to let her be free from any suspicion that may taint the
d. In 2003, complainant, Ester, and a sales agent came to judiciary.
respondent’s house asking for a resurvey for the boundary lines
were no longer visible and because the new (2 nd) buyer wanted to Dispositive Portion: GUILTY of SIMPLE MISCONDUCT. FINE of 4 mos salary to
see the exact location and boundaries of the lot. be deducted from her retirement benefits.

1 Any activity, in or out of court, which requires the application of law, legal procedure, knowledge, training and
experience.
06 Constantino v. Heirs of Constantino - RTC: As a result of “Extrajudicial Settlement with Waiver” executed by the
G.R. No. 181508 October 2, 2013 heirs of Pedro Constantino Jr. and the subsequent execution of another
deed denominated as “Pagmamana sa Labas ng Hukuman” executed by
Topic: Settlement of Decedents’ Estates the heirs of Santiago and Bruno Constantino (sons of Pedro Sr.) to the
exclusion of the other heirs, both plaintiffs and defendants acted equally at
Doctrine: Judicial admissions are legally binding on the party making the fault. They are in pari declito.
admissions. Pre-trial admission in civil cases is one of the instances of judicial - CA: In favor or the respondent heirs of Pedro Jr., declaring that the
admissions explicitly provided for under Section 7, Rule 18 of the Rules of Court, “Extrajudicial Settlement with Waiver” covering the lot actually belongs to
which mandates that the contents of the pre-trial order shall control the subsequent Pedro Jr., hence, not part of the estate of Pedro Sr. It is erroneous for the
course of the action, thereby, defining and limiting the issues to be tried. trial court to declare the parties in pari delicto.
- (Plaintiff -heirs Pedro Constantino Jr, Asuncion, Josefine are not parties to
Facts: the extrajudicial settlement with waiver but are considered ‘privies’ to the
- There is a controversy over a parcel of land claimed to be part of an estate deed so are bound by the extrajudicial settlement)
which needed to be subdivided among heirs.
Issue: WON the CA erred in disregarding the stipulations and admissions during
- Pedro Sr, ancestor of petitioners and respondents owned several parcels the pre-trial conference on which the application of the doctrine of pari delicto was
of land. based
- Pedro Sr. upon his death, was survived by his 6 children one of which is
Pedro Constantino Jr (grandfather of respondents). Held: YES.
- Respondents Asuncion and Josefina (great grandchildren of Pedro Sr.)
filed a complaint against petitioners Oscar, Maxima and Casmira Substantive part
(grandchildren of Pedro Sr.) for nullification of document ‘Pagmamana sa - Both RTC and CA erroneously applied the doctrine of in pari delicto. It
Labas ng Hukuman’ applies to contracts which are void for illegality of subject matter and not to
- Respondents alleged that the petitioners asserted their claim over the contracts rendered void for being simulated,28 or those in which the parties do
whole parcel of land while respondents were occupying a portion of it. not really intend to be bound thereby.
Respondents learned that in Tax Declaration was in the name of
petitioners Oscar and Maxima and that it was unlawfully issued - In this case, there are two Deeds of extrajudicial assignments unto the
- Respondents alleged that the petitioners misrepresented themselves as signatories of the portions of the estate of an ancestor common to them and
the sole and only heirs of Pedro Sr. another set of signatories likewise assigning unto themselves portions of the
- Petitioners avvered that Pedro Sr. left several parcels of land and that the same estate.
‘Pagmamana sa Labas ng Hukuman’ was a product of mutual and Procedural part:
voluntary agreement among the descendants of Pedro Sr. - The CA actually contradicted the admissions made no less by the
- Petitioners allege respondents have no cause of action because respondents during the pre-trial conference where they stipulated that the
respondets lawful share over the estate of Pedro Sr has been transferred land belongs to Pedro Sr.
as evidenced by the Deed of Extrajudicial settlement with waiver. This is what it says:
- A pre-trial conference was conducted wherein the parties entered into - ‘That the land covered by Tax Declaration No. 9534 previously owned by
stipulations and admissions as well as identification of the issues to be Pedro Constantino, Sr. was transferred to Maria Constantino under Tax
litigated. Declaration No. 9535;’
- The respondent’s admissions is an admission against the respondent’s Dispositive Portion: WHEREFORE, the 31 May 2007 Decision of the Court of
interest of the fact of ownership by Pedro Sr. which was transferred to Appeals in CA-G.R. CV No. 81329 is hereby REVERSED. The Pagmamana sa
respondent’s mother, the daughter of Pedro Sr. Judicial admissions are Labas ng Hukuman and Extrajudicial Settlement with Waiver are hereby declared
legally binding on the party making the admissions. void without prejudice to the partition of the estate of Pedro Constantino Sr. with
the full participation of all the latter’s heirs.
- Pre-trial admission in civil cases is one of the instances of judicial
admissions explicitly provided for under Section 7, Rule 19 of the Rules of
Court, which mandates that the contents of the pre-trial order shall control
the subsequent course of the action, thereby, defining and limiting the
issues to be tried. Once the stipulations are reduced into writing and
signed by the parties and their counsels, they become binding on the
parties who made them.

- They become judicial admissions of the fact or facts stipulated. Even if


placed at a disadvantageous position, a party may not be allowed to
rescind them unilaterally; it must assume the consequences of the
disadvantage.

- As contemplated in Section 4, Rule 129 of the Rules of Court, the general rule
regarding conclusiveness of judicial admission upon the party making it and the
dispensation of proof admits two exceptions:
(1) when it is shown that the admission was made through palpable
mistake;
(2) when it is shown that no such admission was in fact made.

- The latter exception allows one to contradict an admission by denying that he


made such an admission. However, respondents failed to refute the earlier
admissions/stipulation before and during the trial.

- While denying ownership by Pedro Sr. of the 192 sq. m lot, respondent Asuncion,
when placed on the stand, offered a vague explanation as to how such parcel of
land was acquired by Pedro Jr.

- The respondents are bound by the infirmities of the contract on which they based
their right over the property subject matter thereof. Therefore, both acted in
violation of laws. Accordingly, in order not to put a premium to the circumvention of
the laws as contemplated by the parties in the case, we must declare both
contracts void. Indeed, any circumvention of the law cannot be countenanced.
07 REPUBLIC V. FRANKLIN M. MILLADO R.A. 26 provides for the special procedure and requirements for the
G.R. No. 194066 June 4, 2014
In this case, the source of reconstitution is an authenticated copy of Decree No.
Topic: Settlement of Decedents’ Estates 295110 under Section 2(d), which as certified by the LRA, was issued on October
8, 1927 in favor of Isabel, Sixto and Apolonia, all surnamed Bautista, covering Lot
Facts: 4616,San Narciso Cadastre in Cad. Case No. 9, GLRO Cad. Record No. 371. The
1. Respondent Millado filed a petition for reconstitution of Original Certificate said co-owners pro indiviso are supposedly the registered owners named in OCT
of Title claiming that he and his wife are the vendees of the property No. 2108. The Deed of Extra-Judicial Settlement of Estate with Sale stated that
covered in the title by virtue of a Deed of Extra-Judicial Settlement of Apolonia and Isabel died single and without any children and only the alleged heirs
Estate with Sale executed by the heirs of spouses Sixto and Elena of spouses Sixto and Elena Bautista executed the said document conveying the
Bautista. He further claimed that the owner’s duplicate OCT was in his 7,594-square meter lot to respondent. These supposed vendors claiming to be
possession while he was securing clearances for the transfer of title but he heirs of one of the registered owners were not notified of the judicial reconstitution
misplaced the same. proceedings.
2. Despite efforts exerted, he was unable to find it. Upon verification with the
Registry of Deeds, the original copy was likewise not found in the files of The registered owners appearing in the title sought to be reconstituted, or in this
said office. case, their surviving heirs, are certainly interested parties who should be notified of
3. The trial court ordered respondents to submit the names and addresses of reconstitution proceeding under Section 12 in relation to Section 13 of R.A. 26.
the occupants in possession of the property, those in adjacent lots, and Indeed, for petitions based on sources enumerated in Sections 2(c), 2(d), 2(e),
anyone who may have an interest. Respondent only submitted names of 2(f), 3(c), 3(d), 3(e) and 3(f), Section 13 adds another requirement aside from
the occupants of the adjoining lots. publication and posting of notice of hearing: that the notice be mailed to occupants,
4. RTC: Granted reconstitution. owners of adjoining lots, and all other persons who may have an interest in the
5. Petitioner, through the Solicitor General appealed to the CA, arguing that property.17 Notwithstanding the sale supposedly effected by vendors claiming to be
the reconstitution was granted despite non-compliance with the statutory heirs of the registered owners, they remain as interested parties entitled to notice
notice requirements by not notifying all interested parties, particularly the of judicial reconstitution proceedings.
heirs.
6. CA: affirmed RTC. It held that the respondent had satisfactorily complied It is settled that the actual notice requirement in Section 13 in relation to Section 12
with the statutory notice requirements so that the adjoining owners and of R.A. 26 is mandatory and jurisdictional
other persons may be duly notified
It is clear from section 13 of Republic Act No. 26 that notice by publication is not
Issue: W/N respondent complied with all the jurisdictional requisites for sufficient under the circumstances. Notice must be actually sent or delivered to
reconstitution parties affected by the petition for reconstitution. The order of reconstitution,
therefore, having been issued without compliance with the said requirement, has
Held: NO. never become final as it was null and void.

The nature of judicial reconstitution proceedings is the restoration of an instrument For non-compliance with the actual notice requirement to all other persons who
which is supposed to have been lost or destroyed in its original form and may have interest in the property, in this case the registered owners and/or their
condition. The purpose of the reconstitution of title or any document is to have the heirs, in accordance with Section 13 in relation to Section 12 of RA 26, the trial
same reproduced, after proper proceedings in the same form they were when the court did not acquire jurisdiction over L.R.A. Case No. RTC-237-I. The
loss or destruction occurred.
proceedings therein were therefore a nullity and the January 14, 2009 Decision
was void.
Dispositive Portion: WHEREFORE, the petition for review on certiorari is
GRANTED. The Decision dated October 13, 2010 of the Court of Appeals in CA-
G.R. CV No. 93056 is hereby SET ASIDE. We ENTER a new judgment declaring
the reconstitution proceedings in L.R.A. Case No. RTC-237-1, as well as the
January 14, 2009 Decision of the Regional Trial Court of Iba, Zambales, Branch 71
granting the petition for reconstitution, NULL and VOID.
- the allegation that Carolina Carpio, who was simply listed as
8. Virginia Garcia Fule and Hon. Severo Malvar (Presiding Judge CFI Laguna) heir in the original petition, is the surviving spouse of Amado
vs. CA, Preciosa Garcia and Agustina Garcia G. Garcia and that she has expressly renounced her
G.R. No. L-40502 & 42670 | 29 Nov 1976 preferential right to the administration of the estate in favor of
Fule
DOCTRINE: The ROC however purposely fixed the venue or the place where 6. Garcia filed an opposition to the original and supplemental petitions for
each case shall be brought. The place of residence of the deceased in settlement letters of administration, raising the issues of jurisdiction, venue, lack of
of estates, probate of will, and issuance of letters of administration does not interest of Fule in the estate and disqualification as special administratrix.
constitute an element of jurisdiction over the subject matter. It is merely 7. (not that important) An omnibus motion was filed by Fule praying for
constitutive of venue. authority to take possession of properties of the decedent allegedly in the
hands of third persons as well as to secure cash advances from the
FACTS: (NOTE: sorry guys I tried pero nakakaloka talaga. Basically, nag- Calamba Sugar Planters Cooperative Marketing Association, Inc. Garcia
aagawan si Fule and Garcia kay Amado Garcia. Fule contends na sa Laguna nag- opposed the motion, calling attention to the limitation made by Judge
reside si Amado before death based sa death cert saka ConCon delegate chuchu, Malvar on the power of the special administratrix, which is just making
tapos Garcia contends na sa QC based sa residence certificate) inventories.
1. In 1973, Virginia Fule (illegitimate sister ish – #9) filed with the CFI 8. Judge Malvar issued an order denying MR of Garcia (#3) appointing Fule
Calamba, Laguna, presided over by Judge Malvar, a petition for letters of as special administratrix, and admitting the supplementation petition.
administration alleging: 9. Garcia filed a supplemental motion to substitute Fule as special
- Amado G. Garcia, a property owner of Calamba, Laguna, died administratrix, reasoning that Fule admitted before the court that she is a
intestate in Manila full-blooded sister of Pablo G. Alcaide, an illegitimate son of Andrea
- Garcia left real estate and personal properties in Calamba, Alcaide, with whom the deceased Amado G. Garcia has no relation.
Laguna, and in other places within the jurisdiction of the said 10. Judge Malvar ruled that the issue of jurisdiction had already been resolved
court because the supplemental motion of Fule in #5 cured the failure of Fule in
2. At the same time, Fule moved ex parte for her appointment as special the original petition to indicate the place of residence of the decendent.
administratrix over the estate, which was granted MR denied.
3. A MR was filed by Preciosa Garcia contending that the issuance of Fule as 11. During the hearing, Fule presented the residence certificate to prove the
special administratrix was issued without jurisdiction since no notice was residence of Amado Garcia. She also testified that Amado was a delegate
served upon all persons interested in the estate, that she should be to the 1971 Constitutional Convention for the first district of Laguna. On
preferred as a special administratrix. the other hand, Garcia presented the residence certificate of the decedent
4. Pending resolution of the MR, Garcia filed a motion to remove Fule as for 1973 showing that three months before his death his residence was in
special administratrix on the ground that her appointment was obtained Quezon City.
through erroneous, misleading and/or incomplete misrepresentations. 12. Preciosa Garcia and Agustina Garcia commenced a special action for
5. Garcia received a "Supplemental Petition for the Appointment of Regular certiorari and/or prohibition and preliminary injunction before CA to annul
Administrator" filed by Fule. This supplemental petition modified the the proceedings before Judge Malvar or, in the alternative, to vacate the
original petition in four aspects: questioned four orders of that court against them. CA annulled for lack of
- the allegation that during the lifetime of the deceased Amado jurisdiction.
G. Garcia, he was elected as Constitutional Delegate for the 13. Garcia filed a petition for letters of administration before CFI Rizal, QC and
First District of Laguna and his last place of residence was at urgently moved for her appointment as special administratrix of the estate.
Calamba, Laguna Judge Ericta granted. Garcia only informed Judge Ericta later of the
pendency of the SpecPro before Judge Malvar. Judge Ericta ordered the In this case, the SC ruled that the last place of residence of the deceased Amado
suspension of the proceedings before his court until CA Decision becomes Garcia was at 11 Carmel Avenue, Carmel Subdivision, Quezon City, and not
final. at Calamba, Laguna. A death certificate is admissible to prove the residence of
14. Fule instituted a petition for certiorari with temporary restraining order, to the decedent at the time of his death. As it is, the death certificate of Amado
annul the proceedings in CFI QC and to restrain from further acting in the Garcia, which was presented in evidence by Fule herself and also by Garcia,
case. shows that his last place of residence was at 11 Carmel Avenue, Carmel
Subdivision, Quezon City.
ISSUE: Which court has jurisdiction over the probate proceedings?
Other proof presented to prove that the last residence was in QC:
HELD: 1. The deceased's residence certificate for 1973 obtained three months
Section 1, Rule 73 of the Revised Rules of Court provides: "If the decedent is an before his death;
inhabitant of the Philippines at the time of his death, whether a citizen or an alien, 2. the Marketing Agreement and Power turning over the administration of his
his will shall be proved, or letters of administration granted, and his estate two parcels of sugar land to the Calamba Sugar Planters Cooperative
settled, in the Court of First Instance in the province in which he resides at Marketing Association, Inc.;
the time of his death, and if he is an inhabitant of a foreign country, the Court of 3. the Deed of, transferring part of his interest in certain parcels of land in
First Instance of any province in which he had estate. Calamba, Laguna to Agustina Garcia;
The Judiciary Act of 1948, as amended, confers upon Courts of First Instance 4. and certificates of titles covering parcels of land in Calamba, Laguna
jurisdiction over all probate cases. The ROC however purposely fixed the venue or
the place where each case shall be brought. The place of residence of the Withal, the conclusion becomes imperative that the venue for Fule's petition for
deceased in settlement of estates, probate of will, and issuance of letters of letters of administration was improperly laid in CFI Calamba, Laguna. The long-
administration does not constitute an element of jurisdiction over the subject settled rule is that objection to improper venue is subject to waiver. HOWEVER, in
matter. It is merely constitutive of venue. asking to substitute Fule as special administratrix, Garcia did not necessarily waive
her objection to the jurisdiction or venue assumed by CFI Calamba, but availed of
The SC laid down the doctrinal rule that the term "resides" connotes ex vi a mere practical resort to alternative remedy to assert her rights as surviving
termini "actual residence" as distinguished from "legal residence or domicile." This spouse, while insisting on the enforcement of the Rule fixing the proper venue of
term "resides," like the terms "residing" and "residence," is elastic and should be the proceedings at the last residence of the decedent.
interpreted in the light of the object or purpose of the statute or rule in which it is
employed. DISPOSITIVE PORTION: IN VIEW OF THE FOREGOING, the petitions of
petitioner Virginia Garcia Fule in G.R. No. L-40502 and in G.R. No. L-42670 are
"Resides" should be viewed or understood in its popular sense, meaning, the hereby denied, with costs against petitioner.
personal, actual or physical habitation of a person, actual residence or place of
abode. It signifies physical presence in a place and actual stay thereat. In this
popular sense, the term means merely residence, that is, personal residence, not
legal residence or domicile. Residence simply requires bodily presence as an
inhabitant in a given place, while domicile requires bodily presence in that place
and also an intention to make it one's domicile. No particular length of time of
residence is required though; however, the residence must be more than
temporary.
09) FIGURACION-GERILLA v. VDA. DE FIGURACION February 1971 petitioner Emilia and her family went to the US where they stayed
for 10 years  upon returning to the PH, she built a house on the eastern half-
FACTS: portion of the lot and continued to pay her share of realty taxes
Sps. Leandro and respondent Carolina Figuracion (now both deceased) had 6
children: petitioner Emilia Figuracion-Gerilla and respondents Elena Figuracion- Petitioner Emilia sought the extrajudicial partition of all properties held in common
Ancheta (deceased), Hiliria Figuracion, Felipe Figuracion-Manuel, Quintin by her and respondents.
Figuracion, and Mary Figuracion-Ginez.
24 May 1994 Petitioner Emilia filed a complaint in RTC for partition, annulment of
23 August 19455 Leandro executed a deed of quitclaim over his real properties in documents, reconveyance, quieting of title, and damages against respondents
favor of his 6 children. praying for:
1. Partition of Lots 2299 and 705
When Leandro died in 1958, he left behind 2 parcels of land which he inherited 2. Nullification of affidavit of self-adjudication by respondent Carolina
from both his deceased parents as evidenced by its respective Original Certificate 3. Declaration that petitioner Emilia was the owner of ½ of Lot 707
of Titles: 4. Damages
1. Lot 2299 with TCT in the name of Leandro Figuracion, married to Carolina
Adviento Respondents took the position that Leandro’s estate should first undergo
2. Lot 705 with TCT also in the name of Leandro married to Carolina settlement proceedings before partition among the heirs could take place. And
they claimed that an accounting of expenses chargeable to the estate was
Leandro sold a portion of Lot 2299 to Lazaro Adviento, hence, its TCT was necessary for such settlement.
cancelled and a new one was issued to the latter.
RTC rendered the ff. judgments:
What gave rise to the complaint for partition, however, was a dispute between 1. Nullified Carolina’s affidavit if self-adjudication and deed of absolute sale
petitioner Elena and her sister, respondent Mary over the eastern half of Lot 707. of Lot 707
2. Declared Lots 2299 and 705 as exclusive properties of Leandro and
Lot 707 belonged to Eulalio Adviento  when Eulalio died, his two daughters, Figuracion, and therefore part of his estate
Agripina (daughter by his 1st wife) and respondent Carolina (daughter by 2nd wife), 3. Dismissed complaint for partition, reconveyance, and damages on the
succeeded him to it. ground that it could not grant reliefs prayed for by petitioner Emilia without
any prior settlement proceedings wherein the transfer of title of properties
28 November 1961 Agripina executed a quitclaim in favor of petitioner Emilia over should first be effected
the one-half eastern portion of Lot 707.
CA UPHELD dismissal of petitioner’s action for partition being premature but
Agripina died single and w/o any issue  before her half sister’s death, however, upheld the validity of the affidavit of self-adjudication and deed of sale as to
respondent Carolina adjudicated unto herself via affidavit under R47 of ROC, the Carolina’s ½ pro indiviso share, it instead partitioned Lot 707.
entire Lot 707 which she later sold to respondents Felipa and Hilaria
ISSUE: WON there need to be a prior settlement of Leandro’s intestate estate
Felipa and Hilaria immediately had its respective OCT cancelled and a new title (accounting of the income of Lots 2299 and 705) before the properties can be
was issued to their names. partitioned- YES

RULING:
-Section 1, Rule 69 ROC: Winner: Respondents

SECTION 1. Complaint in action for partition of real estate. A person


having the right to compel the partition of real estate may do so as
provided in this Rule, setting forth in his complaint the nature and extent of
his title and an adequate description of the real estate of which partition is
demanded and joining as defendants all other persons interested in the
property.

-There are two ways by which partition can take place under Rule 69: by
agreement under Section 2 and through commissioners when such agreement
cannot be reached, under Sections 3 to 6

-Neither method specifies a procedure for determining expenses chargeable to the


decedents estate  While Section 8 of Rule 69 provides that there shall be an
accounting of the real property’s income (rentals and profits) in the course of an
action for partition, there is no provision for the accounting of expenses for which
property belonging to the decedents estate may be answerable, such as funeral
expenses, inheritance taxes and similar expenses enumerated under Section 1,
Rule 90 of the Rules of Court

-In a situation where there remains an issue as to the expenses chargeable to the
estate, partition is inappropriate  while petitioner points out that the estate is
allegedly without any debt and she and respondents are Leandro Figuracion’s only
legal heirs, she does not dispute the finding of the CA that certain expenses
including those related to her father’s final illness and burial have not been
properly settled

-Thus, the heirs (petitioner and respondents) have to submit their father’s estate to
settlement because the determination of these expenses cannot be done in an
action for partition

-In estate settlement proceedings, there is a proper procedure for the accounting
of all expenses for which the estate must answer
 If it is any consolation at all to petitioner, the heirs or distributees of the
properties may take possession thereof even before the settlement of accounts, as
long as they first file a bond conditioned on the payment of the estates obligations

WHEREFORE, petition is DENIED.


10 Volataire ARBOLARIO et al. v. Court of Appeals et al Lirazan, executed a Declaration of Heirship and Partition (Irene Colinco, ½
G.R. No. 129163. April 22, 2003 while the surviving daughters of her late brother Antonio namely Ruth,
Topic: Settlement of Decedents’ Estates; how do you initiate probate proceedings Orpha, and Goldelina, to share in equal, ideal proportions to the remaining
½). This forthwith brought about the cancellation of the OCT and the
Doctrine: Questions as to the determination of the heirs of a decedent, the proof of issuance of a TCT in their names and conformably with the aforesaid
filiation, and the determination of the estate of a decedent and claims thereto should distribution.
be brought up before the proper probate court or in special proceedings instituted 19. 1st case = Colincos filed against Spouses Salhay a case seeking to recover
for the purpose. Such issues cannot be adjudicated in an ordinary civil action for the possession of a portion of the aforesaid lot occupied by the latter since 1970.
recovery of ownership and possession. The Salhays alleged in their defense that they have been the lawful lessees
of the late Purificacion Arbolario since 1971 up to 1978. And that they
Facts: purchased the disputed portion of Lot No. 323 from the deceased lessor in
13. The original owners of the controverted lot, Spouses Anselmo Baloyo and 1978.
Macaria Lirazan (Spouses Baloyo) had 5 children: Agueda, Catalina, 20. 2nd case = Before the abovementioned case was heard and tried on the
Eduardo, Gaudencia, and Julian. (All are dead) merits, the Arbolarios) and Spouses Salhay filed for Cancellation of Title
14. Agueda Colinco (1st child) was survived by her 2 children: Antonio and with Damages, against Colincos. Petitioners contend that the Declaration of
respondent Irene Colinco. Antonio Colinco predeceased his three Heirship and Partition Agreement executed by the Colincos was defective
daughters, herein respondents Ruth, Orpha, and Goldelina. and thus voidable as the Arbolarios were excluded therein.
15. Catalina Baloyo (2nd child) was married to Juan Arbolario. Their union was 21. RTC = In favor of ARBOLARIOS…and in the 2nd case, DISMISSED the
blessed with the birth of one child, Purificacion Arbolario (died in 1985) case filed by Colincos.2
a. Juan Arbolario consorted with another woman (Francisca Malvas) 22. CA = REVERSED.3
by the name of Francisca Malvas. From this cohabitation was born
the petitioners Voltaire, Lucena, Fe, Exaltacion, and Carlos Issue:
(Arbolarios). All the petitioners were born well before the year 1951. 1. WON the CA erred when it declared petitioners as illegitimate children and
16. In 1946, it appears that Eduardo Baloyo (3rd child) sold his entire interest in were not entitled to inherit (NO)
Lot 323 to his sister, Agueda Colinco, by virtue of a notarized document. 2. WON the CA erred when it declared that the court a quo had no right to
17. In 1951, a notarized declaration of heirship was executed by and distribute the property (NO)
between Agueda, Catalina, Gaudencia, and their brothers Eduardo and
Julian, who extrajudicially declared themselves to be the only heirs of the Held:
late Spouses Baloyo 5. Petitioners’ maintain that Catalina Baloyo had long been dead before the
a. Gaudencia (4th child) conveyed her interest in the said lot in favor notarized declaration of heirship was ever executed, thus conclude that the
of her two nieces, Irene Colinco to 1/2 and Purificacion Arbolario Arbolarios are legitimate half-brothers and half-sisters of Purificacion.
to the other half.
18. Respondents Irene, Ruth, Orpha, and Goldelina (Colincos) believing The SC said: The 1951 Declaration reveals that the year of Catalina’s death
themselves to be the only surviving heirs of Anselmo Baloyo and Macaria was intercalated. The first two numbers (1 and 9) and the last digit (3) are

2 Arbolarios were the brothers and the sisters of the deceased Purificacion Arbolario, while the Colincos were her 992 from inheriting intestate from the legitimate children and relatives of their father or mother. There is no
cousins and nieces. Pursuant to Article 1009 of the Civil Code, the Colincos could not inherit from her, because impediment for respondents to declare themselves as the sole and forced heirs. Also, there is no clear evidence
she had half-brothers and half-sisters. to support the allegation of the Salhays that they purchased the lot.
3 When Juan Arbolario cohabited with another woman, the union was extramarital. Consequently, their children

(respondent Arbolarios) are illegitimate half-brothers and half-sisters of Purificacion and thus barred by Article
legible; but the third digit has been written over to make it look like a 0. The
paragraph (in the declaration) quoted by petitioners should show a
chronological progression in the heirs years of death. If Catalina had indeed
died in 1903, why then was her name written after Aguedas and not before
it? Moreover, it does not follow that just because his first wife has died, a
man is already conclusively married to the woman who bore his children. A
marriage certificate or other generally accepted proof is necessary to
establish the marriage as an undisputable fact.

Paternity or filiation, or the lack of it, is a relationship that must be judicially


established. It stands to reason that children born within wedlock are
legitimate. Petitioners failed to prove the fact of marriage between their
parents, Juan Arbolario and Francisca Malvas; hence, they cannot invoke a
presumption of legitimacy in their favor.

6. Petitioners contend that the CA overstepped its bounds when it ruled that
the RTC had no jurisdiction to divide the disputed lot since respondents did
not raise the issue of partition on appeal. The CA (as agreed by the SC)
held that the partition of the property had not been contemplated by the
parties, because respondents merely sought recovery of possession of the
parcel held by the Salhays, while petitioners sought the annulment of the
Deed of Partition respondents had entered into. The purpose of partition is
to put an end to co-ownership. It seeks a severance of the individual
interests of co-owners, vesting in each of them a sole estate in a specific
property and a right to enjoy the allotted estate without supervision or
interference

Petitioners in this case were unable to establish any right to partition,


because they had failed to establish that they were legitimate half-brothers
and half-sisters of the deceased Purificacion (read doctrine after).

Note: The SC in agreement with the CA ruled that the acquisition of the property by
the Salhay’s was improper as there was no clear and reliable evidence introduced
to prove such allegation. Also, no favorable supporting evidence was cited by
petitioners in their Memorandum.

Dispositive Portion: WHEREFORE the Petition is DENIED, and the appealed


Decision AFFIRMED. Costs against petitioners.
FELIX AZUELA vs. COURT OF APPEALS, GERALDA AIDA CASTILLO "the number of pages used in a notarial will be stated in the attestation
substituted by ERNESTO G. CASTILLO
 G.R. No. 122880 April 12, 2006 clause" is merely directory, rather than mandatory, and thus susceptible to
what he termed as "the substantial compliance rule."

Doctrine: 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 ISSUE: WON the will of Eugenia E. Igsolo is valid even if the attestation clause failed
signed by the instrumental witnesses is fatally defective. And perhaps most to state the number of pages used in the will and could therefore be admitted to
importantly, a will which does not contain an acknowledgment, but a mere jurat, is probate.
fatally defective. Any one of these defects is sufficient to deny probate. A notarial
will with all three defects is just aching for judicial rejection. RULING: Invalid. The purpose of requiring the number of sheets to be stated in the
attestation clause is obvious;
FACTS:  the document might easily be so prepared that the removal of a sheet
1) The petition filed by petitioner Felix Azuela sought to admit to probate the would completely change the testamentary dispositions of the will and
notarial will of Eugenia E. Igsolo, which was notarized on 10 June 1981. in the absence of a statement of the total number of sheets such
Petitioner is the son of the cousin of the decedent. removal might be effected by taking out the sheet and changing the
 The will, consisting of two (2) pages and written in the vernacular numbers at the top of the following sheets or pages.

Pilipino,
 o If, on the other hand, the total number of sheets is stated in the
 The three named witnesses to the will affixed their signatures on
 the attestation clause the falsification of the document will involve
left-hand margin of both pages of the will, but not at the bottom of the the inserting of new pages and the forging of the signatures of
attestation clause. the testator and witnesses in the margin, a matter attended with
 The probate petition adverted to only two (2) heirs, legatees and much greater difficulty.
devisees of the decedent, namely: petitioner himself, and one Irene
Lynn Igsolo, who was alleged to have resided abroad. Petitioner prayed Case at bar: the number of pages used in the will is not stated in any part of the Will.
that the will be allowed, and that letters testamentary be issued to the The will does not even contain any notarial acknowledgment wherein the number of
designated executor, Vart Prague. pages of the will should be stated
. 2) The petition was opposed by Geralda Aida Castillo (Geralda Castillo), who o The purpose of the law in requiring the clause to state the number
represented herself as the attorney-in-fact of "the 12 legitimate heirs" of the of pages on which the will is written is to safeguard against possible
decedent. interpolation or omission of one or some of its pages and to prevent
- claimed that the will is a forgery. any increase or decrease in the pages. The failure to state the
- asserted that the decedent was actually survived by 12 legitimate heirs, number of pages equates with the absence of an averment on the
namely her grandchildren, who were then residing abroad. part of the instrumental witnesses as to how many pages consisted
- also argued that the will was not executed and attested to in accordance the will, the execution of which they had ostensibly just witnessed
with law. She pointed out that decedent’s signature did not appear on the and subscribed to.
second page of the will, and the will was not properly acknowledged. These An examination of the will itself reveals a couple of even more critical defects that
twin arguments are among the central matters to this petition.
 should necessarily lead to its rejection:
. 3) RTC admitted the will to probate but the Court of Appeals reversed the trial 1. The attestation clause was not signed by the instrumental
 witnesses. While
court and noted that the attestation clause failed to state the number of the signatures of the instrumental witnesses appear on the left-hand margin
pages used in the will, thus rendering the will void and undeserving of of the will, they do not appear at the bottom of the attestation clause which
probate.
 after all consists of their averments before the notary public.
. 4) Petitioner argues that the requirement under Article 805 of the Civil Code that o The signatures on the left-hand corner of every page signify, among
others, that the witnesses are aware that the page they are signing
forms part of the will.
o On the other hand, the signatures to the attestation clause establish
that the witnesses are referring to the statements contained in the
attestation clause itself.
 The only proof in the will that the witnesses have stated these
elemental facts would be their signatures on the attestation clause.
Thus, the subject will cannot be considered to have been validly
attested to by the instrumental witnesses, as they failed to sign the
attestation clause.
2. The requirement under Article 806 that "every will must be acknowledged
before a notary public by the testator and the witnesses" has also not been
complied with.
- An acknowledgment is the act of one who has executed a deed
in
 going before some competent officer or court and declaring it to 
 be his
act or deed.

- It might be possible to construe the averment as “a jurat” which is

that part of an affidavit where the notary certifies that before him/her, the
document was subscribed and sworn to by the executor.
o Yet even if we consider what was affixed by the notary public as a
jurat, the will would nonetheless remain invalid, as the express
requirement of Article 806 is that the will be "acknowledged", and
not merely subscribed and sworn to.
- A notarial will that is not acknowledged before a notary public by the
testator and the witnesses is fatally defective, even if it is subscribed
and sworn to before a notary public.
3. The provision requires that the testator and the instrumental witnesses sign
each and every page of the will on the left margin, except the last; and that
all the pages shall be numbered correlatively in letters placed on the upper
part of each page. In this case, the decedent, unlike the witnesses, failed to
sign both pages of the will on the left margin, her only signature appearing
at the so-called "logical end" of the will on its first page.

4. Also, the will itself is not numbered correlatively in letters on each page, but
instead numbered with Arabic numerals. There is a line of thought that has
disabused the notion that these two requirements be construed as
mandatory.
12 ALABAN v. CA 28. CA dismissed the petition, finding that petitioners failed to resort to the
G.R. No. 156021 September 23, 2005 ordinary remedy of new trial, appeal, petition for relief, and others. CA also
held that petitioners claim of extrinsic fraud was baseless.
Topic: Settlement of Decedents’ Estates 29. Hence, this petition for review. Petitioners impute grave abuse of
discretion to the CA. Petitioners argue that they were not made parties to
Doctrine: [those in bold at the Held portion] the case, and thus, they could not have availed of the remedies. They also
argue that respondent’s false offer of compromise and his failure to notify
Facts: them constitutes extrinsic fraud.
23. On May 2001, Respondent Francisco Provido filed a petition for the 30. Respondents however maintain that petitioners should have availed of the
probate of the Last Will and Testament of Soledad Provido. Francisco ordinary remedies, and that extrinsic fraud does not exist as they failed to
alleged that he was the heir of Soledad and the executor of her will. RTC prove that they were denied their day in court. Petitioners were not made
Dumangas allowed the probate of the will, and directed the issuance of parties as they were not instituted as Soledad’s heirs.
letters testamentary to Francisco.
24. More than 4 months later, petitioners Cynthia Alaban, et.al. filed a motion Issue: W/N CA erred in denying the claims of petitioners on the ground of failure to
for the reopening of the probate proceedings. They also filed an opposition avail of the ordinary remedies
to the allowance of the will of Soledad and the issuance of letters
testamentary to Francisco. Petitioners claimed that they were intestate Held: NO. The CA was correct in dismissing the petition.
heirs of Soledad, and that the RTC did not acquire jurisdiction over the 1. Under the Rules of Court, any executor, devisee, or legatee named in a
petition due to non-payment of docket fees, defective publication and lack will, or any other person interested in the estate may, at any time after the
of notice to the other heirs. death of the testator, petition the court having jurisdiction to have the will
25. Petitioners also alleged that the will could not have been probated allowed. Notice of the time and place for proving the will must be published
because of formal defects (signature was forged, no signature below the for three (3) consecutive weeks, in a newspaper of general circulation in
attestation clause), as well as lack of testamentary capacity of Soledad. the province, as well as furnished to the designated or other known heirs,
Petitioners prayed that the letter testamentary issued to Francisco be legatees, and devisees of the testator. Thus, a proceeding for the
withdrawn and the estate be disposed under intestate succession. probate of a will is one in rem, such that with the corresponding
26. RTC denied petitioners’ motion, holding that they were sufficiently notified publication of the petition, the court's jurisdiction extends to all
by publication, and that non-payment of docket fees is not a ground for persons interested in said will or in the settlement of the estate of the
outright dismissal. decedent.
27. Petitioners filed a petition with an application for preliminary injunction with 2. Publication is notice to the whole world that the proceeding has for its
the CA. Petitioners alleged that they drafted a compromise agreement but object to bar all who might be minded to make an objection against the
Francisco refused to sign. Petitioners opined that Francisco feigned right sought to be established. Thus, even though petitioners were not
interest in the agreement so that they would not suspect his intention to mentioned in the petition for probate, they eventually became parties
probate the will. Petitioners claimed that because of this, they only knew of thereto as a consequence of the publication of the notice of hearing.
the probate proceedings in July 2001, which made them file their motion to 3. As parties to the probate proceedings, petitioners could have validly
reopen proceedings and admit opposition only on October 2001. They availed of the remedies of motion for new trial or reconsideration and
argued the RTC decision should be annulled on the ground of extrinsic petition for relief from judgment. In fact, petitioners filed a motion to
fraud and lack of jurisdiction. reopen, which is essentially a motion for new trial, with petitioners praying
for the reopening of the case and the setting of further proceedings.
However, the motion was denied for having been filed out of time, long
after the Decision became final and executory. Also, petitioners could have
still filed a petition for relief from judgment after the denial of their motion to
reopen, as it was only 4 months from finality.
4. For failure to make use without sufficient justification of the said remedies
available to them, petitioners could no longer resort to a petition for
annulment of judgment; otherwise, they would benefit from their own
inaction or negligence.
5. Even casting aside the procedural requisite, the petition for annulment of
judgment must still fail for failure to comply with the substantive requisites.
The non-inclusion of petitioners names in the petition and the alleged
failure to personally notify them of the proceedings do not constitute
extrinsic fraud.
6. According to the Rules, notice is required to be personally given to
known heirs, legatees, and devisees of the testator. A perusal of the
will shows that respondent was instituted as the sole heir of the
decedent. Petitioners, as nephews and nieces of the decedent, are
neither compulsory nor testate heirs who are entitled to be notified of
the probate proceedings under the Rules. Respondent had no legal
obligation to mention petitioners in the petition for probate, or to
personally notify them of the same.
7. Assuming arguendo that petitioners are entitled to be so notified, the
purported infirmity is cured by the publication of the notice. After all,
personal notice upon the heirs is a matter of procedural convenience and
not a jurisdictional requisite. Petitioners were not denied their day in court,
as they were not prevented from participating in the proceedings and
presenting their case before the probate court.

Dispositive Portion: WHEREFORE, the petition is DENIED. Costs against


petitioners.
13. FLEUMER V. HIX (CLEMENTE) witnesses subscribed the will in the presence of the testator and of each
G.R. No. L-32636 March 17, 1930 other as the law of West Virginia seems to require.

Topic: Settlement of Decedents’ Estates In a nutshell, no attempt has been made to comply with Civil Procedure, for no
hearing on the question of the allowance of a will said to have been proved and
Doctrine: Where it is desired to prove the probate of a will in another jurisdiction allowed in West Virginia has been requested. There is no showing that the deceased
and the appointment in that jurisdiction of an administrator for the estate of the left any property at any place other than the Philippine Islands and no contention
that he left any in West Virginia.
deceased, the moving party must comply with the provisions of the Code of Civil
Procedure by requesting a hearing on the question of the allowance of a will said to Dispositive Portion: WHEREFORE, judgment affirmed.
have been proved and allowed in another jurisdiction.

Facts:
The special administrator of the estate of Edward Randolph Hix sought to probate a
will in another jurisdiction and the appointment of an administrator also in another
jurisdiction in the Philippines. It must be taken into consideration that the alleged will
was executed in Elkins, West Virginia. The Court of First Instance denied said
application upon the failure of the special administrator to comply with the
requirements laid out by our Code of Civil Procedure. Undaunted by this, the special
administrator comes to the Supreme Court on appeal.
Issue: W/N probate proceedings of the deceased who is a citizen of another country
and domiciled there can prosper on Philippine soil. (NO)

Held:
The laws of a foreign jurisdiction do not prove themselves in Philippine courts. The
courts of the Philippine Islands are not authorized to take American Union. Such
laws must be proved as facts. Here the requirements of the law were not met:
1. There was no printed or published law under the authority of the State of
West Virginia, as provided by the Code of Civil Procedure.
2. Nor was the extract from the law attested by the certificate of the officer
having charge of the original, under the State of West Virginia, as provided
in the Code of Civil Procedure.
3. No evidence was introduced to show that the extract from the laws of West
Virginia was in force at the time the alleged will was executed.
4. In addition, the due execution of the will was not established. The only
evidence on this point is to be found in the testimony of the petitioner.
5. Aside from this, there was nothing to indicate that the will was acknowledged
by the testator in the presence of two competent witnesses, of that these
14. ALONZO ANCHETA v. CANDELARIA GUERSEY-DALAYGON in the Makati property was allocated to Candelaria, while 3/5 thereof were
allocated to Richard’s three children. This was opposed by Candelaria on
G.R. No. 139868, June 8, 2006 the ground that under the law of the State of Maryland, “a legacy passes to
the legatee the entire interest of the testator in the property subject of the
Doctrines: (underlined)
legacy.” Since Richard left his entire estate to Candelaria, except for his
Facts: rights and interests over the A/G Interiors, Inc, shares, then his entire 3/4
undivided interest in the Makati property should be given to her.
(1) Sps. Audrey O’Neill (Audrey) and W. Richard Guersey (Richard) were (9) The trial court found merit in the opposition, thus, it disapproved the project
American citizens who have resided in the Philippines for 30 years. Their of partition as to the Makati property. It also adjudicated Richard’s entire ¾
adopted daughter is Kyle Guersey Hill (Kyle). undivided interest in the Makati property to Candelaria.
(2) Audrey died on July 29, 1979 and left a will wherein she bequeathed her (10) On Oct. 20, 1993, Candelaria filed an amended complaint with the CA for
entire estate to Richard, who was also designated as executor. The will was the annulment of the trial court’s order on Spec. Pro. 9625, contending that
admitted to probate before the Orphan’s Court of Baltimore, Maryland, USA. Ancheta willfully breached his fiduciary duty when he disregarded the laws
The court also named Atty. Alonzo Ancheta (petitioner) of the Quasha of the State of Maryland on the distribution of Audrey’s estate in accordance
Asperilla Ancheta Peña & Nolasco Law Offices as ancillary administrator. with her will.
(3) In 1981, Richard married Candelaria Guersey-Dalaygon (respondent) with (11) Candelaria argued that since Audrey devised her entire estate to Richard,
whom he has 2 children: Kimberly & Kevin. then the Makati property should be wholly adjudicated to him, and not
(4) On Oct. 12, 1982: Audrey’s will was also admitted to probate by the CFI of merely 3/4 thereof, and since Richard left his entire estate, except for his
Rizal in Special Proceeding No. 9625. As administrator, Ancheta filed an rights and interests over the A/G Interiors, Inc., to Candelaria, then the entire
inventory and appraisal of Audrey’s conjugal share in real estate in Forbes Makati property should now pertain to her.
Parks, a current account in Audrey’s name with cash balance, and 64,444 (12) Ancheta alleged that he had no knowledge of the State of Maryland’s laws
shares of stock in A/G Interiors, Inc. on testate and intestate succession.
(5) On July 20, 1984: Richard died, leaving a will, wherein he bequeathed his (13) CA: annulled the trial court’s Orders. Hence, this petition for review on
entire estate to Candelaria, save for his rights & interests over the A/G certiorari.
Interiors, Inc. shares, which he left to Kyle. The will was also admitted to Issue:
probate by the Orphan’s Court of Baltimore, Maryland, USA.
(6) Richard’s will was submitted for probate before the RTC of Makati docketed (1) WON Ancheta did not commit fraud, either extrinsic or intrinsic, in the
as Special Proceeding No. M-888. performance of his duties as ancillary administrator of Audrey’s estate in the
(7) On Oct. 19, 1987, Ancheta filed in Special Proceeding No. 9625 a motion to PH -> YES.
declare Richard and Kyle as heirs of Audrey. Ancheta also filed a project of (2) WON Audrey’s and Richard’s estate should be distributed according to their
partition of Audrey’s estate, with Richard being apportioned the 3/4 respective wills, and not according to the project of partition submitted by
undivided interest in the Makati property, 48.333 shares in A/G Interiors, Ancheta -> YES.
Inc., and P9,313.48 from the Citibank current account; and Kyle, the 1/4 Held:
undivided interest in the Makati property, 16,111 shares in A/G Interiors,
Issue 1: A decree of distribution of the estate of a deceased person vests the title to
Inc., and P3,104.49 in cash. This was granted by the trial court. The
the land of the estate in the distributees, which, if erroneous may be corrected by a
Register of Deeds of Makati issued a TCT in the names of the Estate of W.
timely appeal. Once it becomes final, its binding effect is like any other judgment in
Richard Guersey and Kyle.
rem. However, in exceptional cases, a final decree of distribution of the estate may
(8) Meanwhile, the ancillary administrator in Special Proceeding No. M-888
be set aside for lack of jurisdiction or fraud. Further, in Ramon v. Ortuzar, the Court
also filed a project of partition wherein 2/5 of Richard’s 3/4 undivided interest
ruled that a party interested in a probate proceeding may have a final liquidation set
aside when he is left out by reason of circumstances beyond his control or through pertinent law of the State of Maryland.
mistake or inadvertence not imputable to negligence.
Petitioner admitted that he failed to introduce in evidence. As held by the CA, While
Under BP 129, an annulment of judgment may be based on the ground that a such breach of duty admittedly cannot be considered extrinsic fraud under
judgment is void for want of jurisdiction or that the judgment was obtained by ordinary circumstances, the fiduciary nature of the said defendant’s position,
extrinsic fraud. For fraud to become a basis for annulment of judgment, it has to be as well as the resultant frustration of the decedent’s last will, combine to
extrinsic or actual, and must be brought within 4 years from discovery of fraud. In create a circumstance that is tantamount to extrinsic fraud.
this case, Candelaria alleged extrinsic fraud as basis for the annulment of RTC
Orders. This fraud being complained of refers to the failure to introduce in evidence The trial court in its Order dated December 6, 1991 in Special Proceeding No. M-888
the pertinent law of the State of Maryland. noted the law of the State of Maryland on Estates and Trusts, as follows:

Ancheta is the ancillary administrator of Audrey’s estate. As such, he occupies a “Under Section 1­301, Title 3, Sub­Title 3 of the Annotated Code of the Public
position of the highest trust and confidence, and he is required to exercise General Laws of Maryland on Estates and Trusts, “all property of a decedent shall
reasonable diligence and act in entire good faith in the performance of that trust. be subject to the estate of decedents law, and upon his death shall pass directly to
Ancheta’s failure to proficiently manage the distribution of Audrey’s estate according the personal representative, who shall hold the legal title for administration and
to the terms of her will and as dictated by the applicable law amounted to extrinsic distribution,” while Section 4­408 expressly provides that “unless a contrary intent is
fraud. Hence the CA Decision annulling the RTC Orders dated February 12, 1988 expressly indicated in the will, a legacy passes to the legatee the entire interest of
and April 7, 1988, must be upheld. the testator in the property which is the subject of the legacy.” Section 7­101, Title
7, Sub­Title 1, on the other hand, declares that “a personal representative is a
Issue 2: Being a foreign national, the intrinsic validity of Audrey’s will, especially with fiduciary” and as such he is “under the general duty to settle and distribute the estate
regard as to who are her heirs, is governed by her national law, i.e., the law of the of the decedent in accordance with the terms of the will and the estate of decedents
State of Maryland, as provided in Article 16 of the Civil Code. Article 1039 of the law as expeditiously and with as little sacrifice of value as is reasonable under the
Civil Code further provides that “capacity to succeed is governed by the law of the circumstances.”
nation of the decedent.”
When Richard subsequently died, the entire Makati property should have then
As a corollary rule, Section 4, Rule 77 of the Rules of Court on Allowance of Will passed on to Candelaria. This, of course, assumes the proposition that the law of
Proved Outside the Philippines and Administration of Estate Thereunder, states: the State of Maryland which allows “a legacy to pass to the legatee the entire estate
of the testator in the property which is the subject of the legacy,” was sufficiently
SEC. 4. Estate, how administered.—When a will is thus allowed, the court shall grant proven in Special Proceeding No. 9625.
letters testamentary, or letters of administration with the will annexed, and such
letters testamentary or of administration, shall extend to all the estate of the testator Audrey’s and Richard’s estate should be distributed according to their respective
in the Philippines. Such estate, after the payment of just debts and expenses of wills, and not according to the project of partition submitted by Ancheta.
administration, shall be disposed of according to such will, so far as such will Consequently, the entire Makati property belongs to Candelaria.
may operate upon it; and the residue, if any, shall be disposed of as is provided by
law in cases of estates in the Philippines belonging to persons who are inhabitants Note: (Addt’l Ruling)
of another state or country.
As it now stands, Article XII, Sections 7 and 8 of the 1986 Constitution explicitly
While foreign laws do not prove themselves in our jurisdiction and our courts are not prohibits non-Filipinos from acquiring or holding title to private lands or to lands of
authorized to take judicial notice of them; however, Ancheta, as ancillary the public domain, except only by way of legal succession or if the acquisition was
administrator of Audrey’s estate, was duty­bound to introduce in evidence the made by a former natural-born citizen.
In any case, the Court has also ruled that if land is invalidly transferred to an alien
who subsequently becomes a citizen or transfers it to a citizen, the flaw in the original
transaction is considered cured and the title of the transferee is rendered valid. In
this case, since the Makati property had already passed on to respondent who is a
Filipino, then whatever flaw, if any, that attended the acquisition by the Guerseys of
the Makati property is now inconsequential, as the objective of the constitutional
provision to keep our lands in Filipino hands has been achieved.

WHEREFORE, the petition is denied. The Decision dated March 18, 1999 and the
Resolution dated August 27, 1999 of the Court of Appeals are AFFIRMED.

Petitioner is ADMONISHED to be more circumspect in the performance of his duties


as an official of the court

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