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Issue:
Whether Philippine Law or California Law should apply.
Held:
The Supreme Court deciding to grant more successional rights to Helen
Christensen Garcia said in effect that there be two rules in California on the
matter.
1.
and
The conflict rule which should apply to Californians outside the California,
2.
The California conflict rule, found on Art. 946 of the California Civil code States
that if there is no law to the contrary in the place where personal property is
situated, it is deemed to follow the decree of its owner and is governed by the law
of the domicile.
Christensen being domiciled outside california, the law of his domicile, the
Philippines is ought to be followed.
Wherefore, the decision appealed is reversed and case is remanded to the lower
court with instructions that partition be made as that of the Philippine law
provides.
Facts:
Issue:
What law should be applicable Philippine or California Law?
Ruling:
The court refers to Art. 16 (2) providing that intestate and testamentary
successions with respect to order of succession and amt. of successional right is
regulated by the NATIONAL LAW OF THE PERSON.
California Probate Code provides that a testator may dispose of his property in the
form and manner he desires.
Art. 946 of the Civil Code of California provides that if no law on the contrary, the
place where the personal property is situated is deemed to follow the person of its
owner and is governed by the LAW OF HIS DOMICILE.
These provisions are cases when the Doctrine of Renvoi may be applied where the
question of validity of the testamentary provision in question is referred back to
the decedents domicile the Philippines.
S.C. noted the California law provides 2 sets of laws for its citizens: One for
residents therein as provided by the CA Probate Code and another for citizens
domiciled in other countries as provided by Art. 946 of the Civil Code of California.
The conflicts of law rule in CA (Art. 946) authorize the return of question of law to
the testators domicile. The court must apply its own rule in the Philippines as
directed in the conflicts of law rule in CA, otherwise the case/issue will not be
resolved if the issue is referred back and forth between 2 states.
The SC reversed the lower courts decision and remanded the case back to it for
decision with an instruction that partition be made applying the Philippine law.
Facts
Edward E. Christensen, an American citizen from California and domiciled in the
Philippines, left a will executed in the Philippines in which he bequeathed Php
3,600.00 to Maria Helen Christensen ("Helen") and the remainder of his estate to
his daughter, Maria Lucy Christensen Daney. The laws of California allows the
testator to dispose of his estate in any manner he pleases. However, California
law also provides that the personal property of a person is governed by the laws
of his domicile. The executor, Adolfo C. Aznar, drew a project of partition in
conformity with the will. Helen opposed the project of partition arguing that
Philippine laws govern the distribution of the estate and manner proposed in the
project deprived her of her legitime.
Issue
Whether or not the succession is governed by Philippine laws.
Held
Yes. Philippine law governs.
Ratio
Article 16 of the Civil Code provides that the intrinsic validity of testamentary
dispositions are governed by the national law of the decedent, in this case,
California law. The provision in the laws of California giving a testator absolute
freedom in disposing of his estate is the internal law which applies only to persons
domiciled within the said estate. On the other hand, the provision in the laws of
California stating that personal property is governed by the laws of the domicile of
its owner is the conflict of laws rule that applies to persons not domicile in the
said state. Accordingly, the laws of the Philippines, in which the testator is
domiciled governs the succession and the regime of legitimes must be respected.
question should be referred back to the law of the decedents domicile, which is
the Philippines.
We note that Article 946 of the California Civil Code is its conflict of laws rule,
while the rule applied in In re Kaufman, its internal law. If the law on succ ession
and the conflict of laws rules of California are to be enforced jointly, each in its
own intended and appropriate sphere, the principle cited In re Kaufman should
apply to citizens living in the State, but Article 946 should apply to such of its
citizens as are not domiciled in California but in other jurisdictions. The rule laid
down of resorting to the law of the domicile in the determination of matters with
foreign element involved is in accord with the general principle of American law
that the domiciliary law should govern in most matters or rights which follow the
person of the owner.
Appellees argue that what Article 16 of the Civil Code of the Philippines pointed
out as the national law is the internal law of California. But as above explained the
laws of California have prescribed two sets of laws for its citizens, one for
residents therein and another for those domiciled in other jurisdictions.
It is argued on appellees (Aznar and LUCY) behalf that the clause if there is no
law to the contrary in the place where the property is situated in Sec. 946 of the
California Civil Code refers to Article 16 of the Civil Code of the Philippines and
that the law to the contrary in the Philippines is the provision in said Article 16
that the national law of the deceased should govern. This contention can not be
sustained.
As explained in the various authorities cited above, the national law mentioned in
Article 16 of our Civil Code is the law on conflict of laws in the California Civil
Code, i.e., Article 946, which authorizes the reference or return of the question to
the law of the testators domicile. The conflict of laws rule in California, Article
946, Civil Code, precisely refers back the case, when a decedent is not domiciled
in California, to the law of his domicile, the Philippines in the case at bar. The
court of the domicile can not and should not refer the case back to California;
such action would leave the issue incapable of determination because the case
will then be like a football, tossed back and forth between the two states, between
the country of which the decedent was a citizen and the country of his domicile.
The Philippine court must apply its own law as directed in the conflict of laws rule
of the state of the decedent, if the question has to be decided, especially as the
application of the internal law of California provides no legitime for children while
the Philippine law, Arts. 887(4) and 894, Civil Code of the Philippines, makes
natural children legally acknowledged forced heirs of the parent recognizing them.
We therefore find that as the domicile of the deceased Edward, a citizen of
California, is the Philippines, the validity of the provisions of his will depriving his
acknowledged natural child, the appellant HELEN, should be governed by the
Philippine Law, the domicile, pursuant to Art. 946 of the Civil Code of California,
not by the internal law of California..
NOTES: There is no single American law governing the validity of testamentary
provisions in the United States, each state of the Union having its own private law
applicable to its citizens only and in force only within the state. The national law
indicated in Article 16 of the Civil Code above quoted can not, therefore, possibly
mean or apply to any general American law. So it can refer to no other than the
private law of the State of California.