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