Escolar Documentos
Profissional Documentos
Cultura Documentos
L-81147 June 20, 1989 (herein petitioner) had been working in London as an auxiliary nurse
and as such one-half of her salary forms part of the estate of the
VICTORIA BRINGAS PEREIRA, petitioner, deceased.
vs.
THE HONORABLE COURT OF APPEALS and RITA PEREIRA On March 23,1983, petitioner filed her opposition and motion to dismiss
NAGAC, respondents. the petition of private respondent 2 alleging that there exists no estate of
the deceased for purposes of administration and praying in the
Benjamin J. Quitoriano for petitioner. alternative, that if an estate does exist, the letters of administration
relating to the said estate be issued in her favor as the surviving spouse.
Linzag-Arcilla & Associates Law Offices for private respondent.
In its resolution dated March 28, 1985, the Regional Trial Court,
appointed private respondent Rita Pereira Nagac administratrix of the
intestate estate of Andres de Guzman Pereira upon a bond posted by her
GANCAYCO, J.: in the amount of Pl,000.00. The trial court ordered her to take custody of
all the real and personal properties of the deceased and to file an
Is a judicial administration proceeding necessary when the decedent inventory thereof within three months after receipt of the order. 3
dies intestate without leaving any debts? May the probate court appoint
the surviving sister of the deceased as the administratrix of the estate of Not satisfied with the resolution of the lower court, petitioner brought
the deceased instead of the surviving spouse? These are the main the case to the Court of Appeals. The appellate court affirmed the
questions which need to be resolved in this case. appointment of private respondent as administratrix in its decision
dated December 15, 1987. 4
Andres de Guzman Pereira, an employee of the Philippine Air Lines,
passed away on January 3, 1983 at Bacoor, Cavite without a will. He was Hence, this petition for review on certiorari where petitioner raises the
survived by his legitimate spouse of ten months, the herein petitioner following issues: (1) Whether or not there exists an estate of the
Victoria Bringas Pereira, and his sister Rita Pereira Nagac, the herein deceased Andres de Guzman Pereira for purposes of administration; (2)
private respondent. Whether or not a judicial administration proceeding is necessary where
there are no debts left by the decedent; and, (3) Who has the better right
On March 1, 1983, private respondent instituted before Branch 19 of the to be appointed as administratrix of the estate of the deceased, the
Regional Trial Court of Bacoor, Cavite, Special Proceeding No. RTC-BSP- surviving spouse Victoria Bringas Pereira or the surviving sister Rita
83-4 for the issuance of letters of administration in her favor pertaining Pereira Nagac?
to the estate of the deceased Andres de Guzman Pereira. 1 In her verified
petition, private respondent alleged the following: that she and Victoria Anent the first issue, petitioner contends that there exists no estate of
Bringas Pereira are the only surviving heirs of the deceased; that the the deceased for purposes of administration for the following reasons:
deceased left no will; that there are no creditors of the deceased; that the firstly, the death benefits from PAL, PALEA, PESALA and the SSS belong
deceased left several properties, namely: death benefits from the exclusively to her, being the sole beneficiary and in support of this claim
Philippine Air Lines (PAL), the PAL Employees Association (PALEA), the she submitted letter-replies from these institutions showing that she is
PAL Employees Savings and Loan Association, Inc. (PESALA) and the the exclusive beneficiary of said death benefits; secondly, the savings
Social Security System (SSS), as well as savings deposits with the deposits in the name of her deceased husband with the PNB and the
Philippine National Bank (PNB) and the Philippine Commercial and PCIB had been used to defray the funeral expenses as supported by
Industrial Bank (PCIB), and a 300 square meter lot located at Barangay several receipts; and, finally, the only real property of the deceased has
Pamplona, Las Pinas, Rizal and finally, that the spouse of the deceased
been extrajudicially settled between the petitioner and the private judicial administration or applying for the appointment of an
respondent as the only surviving heirs of the deceased. administrator.
Private respondent, on the other hand, argues that it is not for petitioner Section 1, Rule 74 of the Revised Rules of Court, however, does not
to decide what properties form part of the estate of the deceased and to preclude the heirs from instituting administration proceedings, even if
appropriate them for herself. She points out that this function is vested the estate has no debts or obligations, if they do not desire to resort for
in the court in charge of the intestate proceedings. good reasons to an ordinary action for partition. While Section 1 allows
the heirs to divide the estate among themselves as they may see fit, or to
Petitioner asks this Court to declare that the properties specified do not resort to an ordinary action for partition, the said provision does not
belong to the estate of the deceased on the basis of her bare allegations compel them to do so if they have good reasons to take a different course
as aforestated and a handful of documents. Inasmuch as this Court is not of action. 10 It should be noted that recourse to an administration
a trier of facts, We cannot order an unqualified and final exclusion or proceeding even if the estate has no debts is sanctioned only if the heirs
non-exclusion of the property involved from the estate of the deceased. 5 have good reasons for not resorting to an action for partition. Where
partition is possible, either in or out of court, the estate should not be
The resolution of this issue is better left to the probate court before burdened with an administration proceeding without good and
which the administration proceedings are pending. The trial court is in compelling reasons. 11
the best position to receive evidence on the discordant contentions of
the parties as to the assets of the decedent's estate, the valuations Thus, it has been repeatedly held that when a person dies without
thereof and the rights of the transferees of some of the assets, if leaving pending obligations to be paid, his heirs, whether of age or not,
any. 6 The function of resolving whether or not a certain property should are not bound to submit the property to a judicial administration, which
be included in the inventory or list of properties to be administered by is always long and costly, or to apply for the appointment of an
the administrator is one clearly within the competence of the probate administrator by the Court. It has been uniformly held that in such case
court. However, the court's determination is only provisional in the judicial administration and the appointment of an administrator are
character, not conclusive, and is subject to the final decision in a superfluous and unnecessary proceedings . 12
separate action which may be instituted by the parties.7
Now, what constitutes "good reason" to warrant a judicial
Assuming, however, that there exist assets of the deceased Andres de administration of the estate of a deceased when the heirs are all of legal
Guzman Pereira for purposes of administration, We nonetheless find the age and there are no creditors will depend on the circumstances of each
administration proceedings instituted by private respondent to be case.
unnecessary as contended by petitioner for the reasons herein below
discussed. In one case, 13 We said:
The general rule is that when a person dies leaving property, the same Again the petitioner argues that only when the heirs do
should be judicially administered and the competent court should not have any dispute as to the bulk of the hereditary
appoint a qualified administrator, in the order established in Section 6, estate but only in the manner of partition does section 1,
Rule 78, in case the deceased left no will, or in case he had left one, Rule 74 of the Rules of Court apply and that in this case
should he fail to name an executor therein. 8 An exception to this rule is the parties are at loggerheads as to the corpus of the
established in Section 1 of Rule 74. 9 Under this exception, when all the hereditary estate because respondents succeeded in
heirs are of lawful age and there are no debts due from the estate, they sequestering some assets of the intestate. The argument
may agree in writing to partition the property without instituting the is unconvincing, because, as the respondent judge has
indicated, questions as to what property belonged to the
deceased (and therefore to the heirs) may properly be With the foregoing ruling, it is unnecessary for us to delve into the issue
ventilated in the partition proceedings, especially where of who, as between the surviving spouse Victoria Bringas Pereira and the
such property is in the hands of one heir. sister Rita Pereira Nagac, should be preferred to be appointed as
administratrix.
In another case, We held that if the reason for seeking an appointment as
administrator is merely to avoid a multiplicity of suits since the heir WHEREFORE, the letters of administration issued by the Regional Trial
seeking such appointment wants to ask for the annulment of certain Court of Bacoor to Rita Pereira Nagac are hereby revoked and the
transfers of property, that same objective could be achieved in an action administration proceeding dismissed without prejudice to the right of
for partition and the trial court is not justified in issuing letters of private respondent to commence a new action for partition of the
administration. 14 In still another case, We did not find so powerful a property left by Andres de Guzman Pereira. No costs.
reason the argument that the appointment of the husband, a
usufructuary forced heir of his deceased wife, as judicial administrator is SO ORDERED.
necessary in order for him to have legal capacity to appear in the
intestate proceedings of his wife's deceased mother, since he may just
adduce proof of his being a forced heir in the intestate proceedings of the
latter.15
We see no reason not to apply this doctrine to the case at bar. There are
only two surviving heirs, a wife of ten months and a sister, both of age.
The parties admit that there are no debts of the deceased to be paid.
What is at once apparent is that these two heirs are not in good terms.
The only conceivable reason why private respondent seeks appointment
as administratrix is for her to obtain possession of the alleged properties
of the deceased for her own purposes, since these properties are
presently in the hands of petitioner who supposedly disposed of them
fraudulently. We are of the opinion that this is not a compelling reason
which will necessitate a judicial administration of the estate of the
deceased. To subject the estate of Andres de Guzman Pereira, which does
not appear to be substantial especially since the only real property left
has been extrajudicially settled, to an administration proceeding for no
useful purpose would only unnecessarily expose it to the risk of being
wasted or squandered. In most instances of a similar nature, 16 the
claims of both parties as to the properties left by the deceased may be
properly ventilated in simple partition proceedings where the creditors,
should there be any, are protected in any event.
We, therefore, hold that the court below before which the administration
proceedings are pending was not justified in issuing letters of
administration, there being no good reason for burdening the estate of
the deceased Andres de Guzman Pereira with the costs and expenses of
an administration proceeding.
G.R. No. 187524 August 5, 2015 of ₱87, 352.62 releasing her and her late husband’s indebtedness
therefrom. 7 Upon inquiry, the Register of Deeds of Nasugbu informed
SPOUSES MARIA BUTIONG and VILLAFRlA, DR. RUEL B. SPOUSES respondents that he has no record of any transaction involving the
MARIA FRANCISCO substituted by VILLAFRIA, Petitioners, subject properties, giving them certified true copies of the titles to the
vs. same. When respondents went to the subject properties, they discovered
MA. GRACIA RINOZA PLAZO and MA. FE RINOZA that 4 out of the 8 cottages in the resort had been demolished. They were
ALARAS, Respondents. not, however, able to enter as the premises were padlocked.
(a). By anyone who saw the document executed or written; or On appeal, this Court denied on June 20, 2007, petitioner's Petition for
Review on Certiorari for submitting a verification of the petition, a
(b) By evidence of the genuineness of the signature or certificate of non-forum shopping and an affidavit of service that failed
handwriting of the maker. to comply with the 2004 Rules on Notarial Practice regarding competent
evidence of affiant' s identities. 18 In its Resolution 19 dated September
The Complaining Heirs insist that the settlement/family home and the 26, 2007, this Court also denied petitioner's Motion for Reconsideration
resort deed are void, as their signatures thereon are forgeries as in the absence of any compelling reason to warrant a modification of the
opposed to the Villafrias who profess the deeds' enforceability. After the previous denial. Thus, the June 20, 2007 Resolution became final and
Complaining Heirs presented proofs in support of their claim that their executors on October 31, 2007 as certified by the Entry of Judgment
signatures were forged, the burden then fell upon the Villafrias to issued by the Court. 20 On January 16, 2008, the Court further denied
disprove the ~ame2 or conversely, to prove the authenticity and due petitioner' s motion for leave to admit a second motion for
execution of the said deeds. The Villafrias failed in this regard. reconsideration of its September 26, 2007 Resolution, considering that
the same is a prohibited pleading under Section 2, Rule 52, in relation to
As forestalled, the Villafrias did not present as witnesses (a) the notary Section 4, Rule 56 of the 1997 Rules of Civil Procedure, as amended.
public who purportedly notarized the questioned instrument, (b) the Furthennore, petitioner's letter dated December 18, 2007 pleading the
witnesses who appear [Ed] in the instruments as eyewitnesses to the Court to take a second. Look at his petition for review on certiorari and
signing, or (c) an expert to prove the authenticity and genuineness of all that a decision thereon be rendered based purely on its merits was
the signatures appearing on the said instruments. Verily, the rule that, noted without action. 21
proper foundation must be laid for the admission of documentary
evidence; that is, the identity and authenticity of the document must be Unsatisfied, petitioner wrote a letter dated March 24, 2008 addressed to
reasonably established as a pre requisite to its admission, was prudently then Chief Justice Reynato S. Puno praying that a decision on the case be
observed by the lower court when it refused to admit the rendered based on the. Merits and not on formal requirements "as he
stands to lose everything his parents had left him just because the party away from the courts as when there is a false promise of
verification against non-forum shopping is formally defective." However, compromise or when one is kept in ignorance of the suit. The pivotal
in view of the Entry of Judgment having been made on October 31, 2007, issues before us are (1) whether. There was a time during the
the Court likewise noted said letter without action. 22 proceedings below that the Petitioners ever prevented from exhibiting
fully their case, by fraud or deception, practiced on them by
On November 27, 2008, the RTC issued an Order, issuing a Part Writ of Respondents, and (2) whether the Petitioners were kept away from the
Execution of its October 1, 2001 Decision with respect to the portions court or kept in ignorance by the acts of the Respondent?
disposing of petitioner's claims as affirmed by the CA.
We find nothing of that sort. Instead, what we deduced as We carefully
The foregoing notwithstanding, petitioner filed, on February 11, 200 a delved. Into the evidentiary facts surrounding the instant case as well as
Petition for Annulment of Judgment and· Order before the CA assailing the proceedings below as shown in the 36-page Decision of the Court a
October 1, 2001 Decision as well as the November 27, 2008 Order of the quo, is that the Petitioners were given ample time to rebut the
RTC on the grounds of extrinsic fraud and lack of jurisdiction. In allegations of the Respondents and had in fact addressed every detail of.
Decision dated March 13, 2009, however, the CA dismissed the petition a Respondent's cause of action against them. Thus, Petitioners' allegation
affirmed the rulings of the trial court in the following wise: Although the of the Court a quo ‘s lack of jurisdiction is misplaced.
assailed Decision of the Court a quo has already become final and
executory and in fact entry of judgment was issued on 31 October 2007, Our pronouncement on the matter finds support in the explicit ruling of
supra, nevertheless, to put the issues to rest,·We deem it apropos to the Supreme Court in Sps. Santos, et al. v. Sps. Lumbao, thus: It is
tackle the same. elementary that' the active participation of a party in a case pending
against him before a court is tantamount to recognition of that court's
The Petitioner argues that the assailed Decision and Order of the Court a jurisdiction and willingness to abide by the resolution of the case which
quo, supra, should be annulled and set aside on the grounds of extrinsic will bar said party from later on impugning the court’s jurisdiction. ' In
fraud and lack of jurisdiction. fine, under the circumstances obtaining in this case the Petitioners are
stopped from assailing the Court a quo 's lack of jurisdiction. Too, We do
We are not persuaded. not find merit in the Petitioners' second issue, supra. As mentioned
earlier, entry of judgment had already been made on the assailed
xxxx Decision and Order as early as 31 October 2007.
Section 2 of the Rules as stated above provides that the annulment of a xxxx
judgment may "be based only on grounds of extrinsic fraud and lack of
jurisdiction." In RP v. The Heirs of Sancho Magdato, the High Tribunal It maybe that the doctrine of finality of judgments permits certain
stressed that: There is extrinsic fraud when "the unsuccessful party had equitable remedies such as a petition for annulment. But the I. Rules are
been ·prevented from exhibiting fully his case, by fraud or deception clear. The annulment by the Court of Appeals of judgments or final
practiced on him by his opponent, as by keeping him away from court, ... orders and resolutions in civil actions of the Regional Trial Courts is
or where the defendant never had knowledge of the suit, being kept in resorted to only where the ordinary remedies of new trial, appeal,
ignorance by the acts of the plaintiff; ... " petition for relief or other appropriate remedies are no longer available
through no fault of the petitioner, supra.
Otherwise put, extrinsic or collateral fraud pertains to such fraud, which
prevents the aggrieved party ·from having a trial or presenting his case If Petitioners lost their chance to avail themselves of the appropriate
to the court, or is used to procure the judgment without fair submission remedies or appeal before the Supreme Court, that is their own look out.
of the controversy. This refers to acts intended to keep the unsuccessful
The High Tribunal has emphatically pointed out in Mercado, et al. v. Petitioner also reiterates the arguments raised before the appellate
Security Bank Corporation, thus: court that since the finding of forgery relates only to the signature of
respondents and not to their co-heirs, who assented to the conveyance,
A principle almost repeated to satiety is that "an action for annulment of the transaction should be considered valid as to them. Petitioner also
judgment cannot and is not a substitute for the lost remedy of·appeal." A denies the indings of the courts below that his parents are builders in
party must have first availed of appeal, a motion for new trial or a bad faith for they only took possession of the subject properties after the
petition for relief before an action for annulment can prosper. Its execution of the transfer documents and after they paid the
obvious rationale is to prevent the party from benefiting from his consideration on the sale.
inaction or negligence. Also, the action for annulment of judgment must
be based either on (a) extrinsic fraud or (b) lack of jurisdiction or denial The petition is bereft of merit. Petitioner maintains that since.
of due process. Having failed to avail of the remedies and there being 'a Respondents’ complaint alleged the following causes of action, the same
Clear showing that neither of the grounds was present, the petition must is actually one for settlement of estate and not of judicial partition:
be dismissed. Only a disgruntled litigant would find such legal FIRST CAUSE OF ACTION
disposition unacceptable. 23 When the appellate court denied
Petitioner’s Motion for Reconsideration in its Resolution dated April 23, 1. That Pedro L. Rifi.oza, Filipino and resident of Nasugbu,
2009, petitioner filed the instant Petition for Review on Certiorari on Batangas at the time of his death, died intestate on November 16,
June 10, 2009, invoking the following ground: 1989. Copy of his death certificate is hereto attached as Annex
"A";
I.
2. That Plaintiffs together with the Defendants enumerated from
THE COURT OF APPEALS COMMITTED REVERSIBLE ERROR IN NOT paragraph 2-A to 2-J are the only known heirs of the above-
RULING THAT THE REGIONAL TRIAL COURT, BRANCH 14, NASUGBU, mentioned decedent. The plaintiffs and the Defendants Rolando,
BATANGAS, ACTED WITHOUT JURISDCITION IN ENTERTAINING THE Rafael, Antonio, Angelita, Loma all surnamed Rifioza, and Myrna
SPECIAL PROCEEDING FOR THE SETTLEMENT OF ESTATE OF PEDRO R. Limon or Myrna R. Rogador, Epifania Belo and Ma. Theresa R.
RINOZA AND THE CIVIL ACTION FOR ANNULMENT OF TITLE OF THE Demafelix are the decedent’s legitimate children with his first
HEIRS AND THIRD PERSONS IN ONE PROCEEDING. 24 wife, while Benita Tenorio Rifioza, is the decedent’s widow and
Bernadette Rifioza, the decedent's daughter with said widow. As
Petitioner asserts that while the complaint filed by respondents was such, said parties are co-owners by virtue of an intestate
captioned as "Judicial Partition with Annulment of Title and Recovery of inheritance from the decedent, of the properties enumerated in
Possession," the allegations therein show that the cause of action is the succeeding paragraph; ‘
actually one for settlement of estate of decedent Pedro. Considering that
settlement of estate is a special proceeding cognizable by a probate court 3. That the decedent left the following real properties all located
of limited jurisdiction while judicial partition with annulment of title and in Nasugbu, Batangas:
recovery of possession are ordinary civil actions cognizable by a court of
general jurisdiction, the trial court exceeded its jurisdiction in xxxx
entertaining the latter while it was sitting merely in its probate
jurisdiction. This is in view of the prohibition found in the Rules on the 16. That the estate of decedent Pedro L. Rifioza has no known
joiner of special civil actions and ordinary civil actions. 25 Thus, legal indebtedness;
petitioner argued that the ruling of the trial court is void and has no
effect for having been rendered in without jurisdiction.
17. That said estate remains undivided up to this date and it will The fact of the Extrajudicial settlement or administration shall be
be to the best interest of all heirs that it be partitioned Published in a newspaper of general circulation in the manner provided
judicially. 26. in the next succeeding section; but no Extrajudicial settlement shall be
binding upon any person who has not participated therein or had no
Petitioner is mistaken. It is true that some of respondents' causes of notice thereof. 27
action pertaining to the properties left behind by the decedent Pedro, his
known heirs, and the nature and extent of their interests thereon may In this relation, Section 1, Rule 69 of the Rules of Court provides:
fall under an action for settlement of estate. However, a complete
reading of the complaint would readily show that, based on the nature of Section 1. Complaint in action for partition of real estate. - A person
the suit, the llegations therein, and the relief’s prayed for, the action, is having the right to compel the partition of real estate may do so as
clearly one for udicial partition with annulment of title and recovery of provided in this Rule, setting forth in his complaint the nature and extent
possession. of his title and an adequate description of the real estate of which
partition is demanded and joining as defendants all other persons
Section 1, Rule 74 of the Rules of Court proyides: interested in the property. 28
While it may be argued that Benita, one of the co-heirs to the estate, Indeed, a judgment which has acquired finality becomes immutable and
actually acknowledged the sale of the resort, the circumstances unalterable, hence, may no longer be modified in any respect except to
surrounding the same militate against the fact of its occurrence. Not only correct clerical errors or mistakes, all the issues between the parties
being deemed resolved and. laid to rest. 53 it is a fundamental principle in
our judicial system and essential to an effective and efficient
administration of justice that, once a judgment has become final, the
winning party be, not through a mere subterfuge, deprived of the fruits
of the verdict. 54 Exceptions to the immutability of final judgment is
allowed only under the most extraordinary of circumstances. 55 Yet,
when petitioner is given more than • ample opportunity to be heard,
unbridled access to the appellate courts, as well as unbiased judgments
rendered after a consideration of evidence presented by the parties, as
in the case at hand, the Court shall refrain from reversing the rulings of
the courts below in the absence of any showing that the same were
rendered with fraud or lack of jurisdiction. ·
SO ORDERED.
G.R. No. L-14921 December 31, 1960 that there are pending obligations of the estate, subject to the taking of
adequate measures either for the payment or security of its creditors.
DOLORES B. GUICO, ET AL., plaintiffs-appellants,
vs. We are inclined to hold at the lower court that until all the debts of the
PABLO G. BAUTISTA, ET. AL., defendants-appellees. estate in question are paid, appellants' action for partition and
liquidation is premature.
P.M. Beltran, M.B. Bautista and R.E. Gonzales for appellants.
M.H. de Joya, Primicias and Del Castillo for appellees. There is no question that the law allows the partition of the estate of a
deceased person by the heirs, extrajudicially or through an ordinary
action for petition, without the filing of a special proceeding and the
appointment of an administrator for the purpose of the settlement of
said estate, but this they may do only "if the decedent left no debts and
REYES, J.B.L., J.: the heirs and legatees are all of age or the minors are represented by
their judicial guardians" (sec. 1, Rule 74). The reason is that were the
This is an action for liquidation and partition of the estate left by the deceased dies without pending obligations, there is no necessity for the
spouses Mariano Bautista and Gertrudes Garcia, filed on October 20, appointment of an administrator to administer the estate for them and
1956 by plaintiffs Dolores B. Guico, et al., against defendants Pablo G. to deprive the real owners of their possession to which they are
Bautista, et al., legitimate grandchildren and children, respectively, of immediately entitled (Bondad vs. Bondad, 34 Phil., 232; Fule vs. Fule, 46
said deceased spouses. Phil., 317; Macalinao vs. Valdez, et al., 95 Phil., 318; 50 Off. Gaz., 3041;
Intestate Estate of Rufina Mercado vs. Magtibay, et al., 96 Phil., 383).
The complaint alleged inter alia that Mariano G. Bautista died intestate
on December 5, 1947 and that his properties had already been The situation is different, however, where the deceased left pending
extrajudicially partitioned among his heirs; that Gertrudes Garcia obligations. In such cases, such obligations must be first paid or
likewise died intestate on August 31, 1956 leaving as her legitimate heirs compounded with the creditors before the estate can be divided among
plaintiffs and defendants; that said Gertrudes Garcia, during her lifetime, the heirs; and unless they reach an amicable settlement as to how such
made several deeds of donation of some of her properties in favor of all obligations should be settled, the estate would inevitably be submitted
the defendants, but did not provide that the properties donated would to administration for the payment of such debts. As compared to
not be subject to collation, so that the donees are legally bound to bring ordinary partition, the regular estate proceeding offer the advantage of
into the mass of the estate by way of collation the value of the properties requiring all creditors of the deceased to disclose themselves and submit
received by them in order that the net hereditary estate may be divided their respective claims within a comparatively short period (12 months
equally among the heirs; and that the deceased Gertrudes Garcia left under Rule 87, unless claims are contingent), otherwise, they are forever
outstanding obligations to the Rehabilitation Finance Corporation and barred; while in ordinary judicial partitions the creditors 1claims are
the G.A. Machineries, Inc. only extinguished by the expiration of the period extinctive prescription.
An heir, therefore, may have an interest in making sure that the share
On a motion to dismiss filed by defendants alleging, among other things, allocated to him will be freed from invisible claims, so that creditors may
that the action was premature because it is admitted in the complaint not later appear and initiate the very estate proceeding sought to be
that the deceased left certain debts, the lower court dismissed the avoided, and he may properly object to an action for partition this
complaint on that ground without prejudice and without costs. From the ground. Unless, therefore, all the heirs are agreeable to assuming
order of dismissal, plaintiffs appealed to this Court, urging that their personal liability for all the decedent's obligations, those known as well
action for partition and liquidation may be maintained, notwithstanding as those undisclosed, regular estate proceedings can not be avoided.
It is no argument that under regular administration, the estate will incur
greater expenses. As a matter of fact, plaintiffs-appellants include in
their complaint a prayer for the appointment of an administrator during
the pendency of this case, in view of the existence of debts of the estate
and the lack of agreement among the heirs as to how debts would be
paid.lawphil.net
Appellants claim that there is nothing that would prevent the trial court
from directing and ordering that the pending obligations of the estate be
paid first, or that they should constitute as liens on the respective shares
to be received by the heirs. In other words, appellants propose that the
administration of the estate for the purpose of paying off its debts be
accomplished right in this partition suit, with either the Court
performing the duties of the administrator, or an administrator
appointed to take care of such debts, as prayed for in their complaint.
Obviously, an ordinary action for partition can not be converted into a
proceeding for the settlement of the estate of a deceased, without
compliance with the procedure outlined by Rules 79-90 of the rules of
Court, especially the provisions on publication and notice to creditors.
As we see it, appellants' major objective in filing this action for partition
is to have an early determination of the question whether or not the
donation inter vivos received by the defendants from the deceased are
subject to collation. But there is no reason why this question can not be
determined just as expeditiously in special proceeding, because even
before the known debts of the estate are settled and paid and pending
the expiration for the filing of other claims, the issue can, upon motion of
the heirs, be set for hearing, tried, and definitely settled.
We note that the Court of Appeals found that in this case "the decedent
left no debts and the heirs and legatees are all of age."[9] With this
finding, it is our view that Section 1, Rule 74 of the Rules of Court should
apply.
Nor can we sustain petitioner's argument that the order of the trial court
converting an action for letters of administration to one for judicial
partition has no basis in the Rules of Court, hence procedurally infirm.
The basis for the trial court's order is Section 1, Rule 74 of the Rules of
Court. It provides that in cases where the heirs disagree as to the
partition of the estate and no extrajudicial settlement is possible, then an
ordinary action for partition may be resorted to, as in this case. We have
held that where the more expeditious remedy of partition is available to
the heirs, then the heirs or the majority of them may not be compelled to
submit to administration proceedings.[10] The trial court appropriately
converted petitioner's action for letters of administration into a suit for
judicial partition, upon motion of the private respondents. No reversible
error may be attributed to the Court of Appeals when it found the trial
court's action procedurally in order.
WHEREFORE, the petition is DENIED for lack of merit, and the assailed
decision and resolution of the Court of Appeals is CA-G.R. SP No. 31574
are AFFIRMED. Costs against petitioner.
SO ORDERED.
G.R. No. 45904 September 30, 1938 oppositor excepted and thereafter filed the record on appeal which was
certified and approved.
Intestate estate of the deceased Luz Garcia. PABLO G.
UTULO, applicant-appellee, The oppositor-appellant assigns five errors allegedly committed by the
vs. trial court, but these assigned errors raise only two questions for
LEONA PASION VIUDA DE GARCIA, oppositor-appellant. resolution, namely: whether upon the admitted facts the judicial
administration of the property left by the deceased Luz Garcia lies, with
Feliciano B. Gardiner for appellant. the consequent appointment of an administrator, and whether the
Gerardo S. Limlingan for appellee. appellant has a better right to the said office than the appellee.
IMPERIAL, J.: 1. As to the first question, we have section 642 of the Code of Civil
Procedure providing in part that "if no executor is named in the will, or if
This is an appeal taken by the oppositor from the order of the Court of a person dies intestate, administration shall be granted" etc. This
First Instance of the Province of Tarlac appointing the applicant as provision enunciates the general rule that when a person dies living
judicial administrator of the property left by the deceased Luz Garcia. property in the Philippine Islands, his property should be judicially
administered and the competent court should appoint a qualified
Juan Garcia Sanchez died intestate, and in the proceedings instituted in administrator, in the order established in the section, in case the
the Court of First Instance of Tarlac for the administration of his deceased left no will, or in case he had left one should he fail to name an
property (special proceedings No. 3475), Leona Pasion Vda. de Garcia, executor therein. This rule, however, is subject to the exceptions
the surviving spouse and the herein oppositor, was appointed judicial established by sections 596 and 597 of the same Code, as finally
administratrix. The said deceased left legitimate children, named Juan amended. According to the first, when all the heirs are of lawful age and
Garcia, jr., Patrocinio Garcia and Luz Garcia who, with the widow, are the there are no debts due from the estate, they may agree in writing to
presumptive forced heirs. Luz Garcia married the applicant Pablo G. partition the property without instituting the judicial administration or
Utulo and during the pendency of the administration proceedings of the applying for the appointment of an administrator. According to the
said deceased, she died in the province without any legitimate second, if the property left does not exceed six thousand pesos, the heirs
descendants, her only forced heirs being her mother and her husband. may apply to the competent court, after the required publications, to
The latter commenced in the same court the judicial administration of proceed with the summary partition and, after paying all the known
the property of his deceased wife (special proceedings No. 4188), stating obligations, to partition all the property constituting the inheritance
in his petition that her only heirs were he himself and his mother-in-law, among themselves pursuant to law, without instituting the judicial
the oppositor, and that the only property left by the deceased consisted administration and the appointment of an administrator.
in the share due her from the intestate of her father, Juan Garcia Sanchez,
and asking that he be named administrator of the property of said Construing the scope of section 596, this court repeatedly held that
deceased. The oppositor objected to the petition, opposing the judicial when a person dies without leaving pending obligations to be paid, his
administration of the property of her daughter and the appointment of heirs, whether of age or not, are not bound to submit the property to a
the applicant as administrator. She alleged that inasmuch as the said judicial administration and the appointment of an administrator are
deceased left no indebtedness, there was no occasion for the said judicial superfluous and unnecessary proceedings (Ilustre vs.Alaras Frondosa,
administration; but she stated that should the court grant the 17 Phil., 321; Malahacan vs. Ignacio, 19 Phil., 434; Bondad vs. Bondad, 34
administration of the property, she should be appointed the Phil., 232; Baldemor vs. Malangyaon, 34 Phil., 367; Fule vs. Fule, 46 Phil.,
administratrix thereof inasmuch as she had a better right than the 317).
applicant. After the required publications, trial was had and the court, on
August 28, 1936, finally issued the appealed order to which the
In enunciating the aforesaid doctrine, this court relied on the provisions Upon the second question — Did the court a quo commit an
of articles 657, 659 and 661 of the Civil Code under which the heirs error in refusing to appoint an administrator for the estate of
succeed to all the property left by the deceased from the time of his Saturnino Fule? — it may be said (a) that it is admitted by all of
death. In the case of Ilustre vs. Alaras Frondosa, supra, it was said: the parties to the present action, that at the time of his death no
debts existed against his estate and (b) that all of the heirs of
Under the provisions of the Civil Code (arts. 657 to 661), the Saturnino Fule were of age.
rights to the succession of a person are transmitted from the
moment of his death; in other words, the heirs succeeded In this jurisdiction and by virtue of the provisions of articles 657,
immediately to all of the property of the deceased ancestor. The 659 and 661 of the Civil Code, all of the property, real and
property belongs to the heirs at the moment of the death of the personal, of a deceased person who dies intestate, is transmitted
ancestor as completely as if the ancestor had executed and immediately to his heirs. (To Guioc-Co vs. Del Rosario, 8 Phil.,
delivered to them a deed for the same before his death. In the 546; Ilustre vs. Alaras Frondosa, 17 Phil., 321;
absence of debts existing against the estate, the heirs may enter Marin vs. Nacianceno, 19 Phil., 238; Malahacan vs. Ignacio, 19
upon the administration of the said property immediately. If they Phil., 434; Nable Jose vs. Uson, 27 Phil., 73; Bondad vs. Bondad, 34
desire to administer it jointly, they may do so. If they desire to Phil., 232; Baldemor vs. Malangyaon, 34 Phil., 367.)
partition it among themselves and can do this by mutual
agreement, they also have that privilege. The Code of Procedure If then the property of the deceased, who dies intestate, passes
in Civil Actions provides how an estate may be divided by a immediately to his heirs, as owners, and there are no debts, what
petition for partition in case they can not mutually agree in the reason can there be for the appointment of a judicial
division. When there are no debts existing against the estate, administrator to administer the estate for them and to deprive
there is certainly no occasion for the intervention of an the real owners of their possession to which they are
administrator in the settlement and partition of the estate among immediately entitled? In the case of Bondad vs. Bondad (34 Phil.,
the heirs. When the heirs are all of lawful age and there are no 232), Chief Justice Cayetano Arellano, discussing this question,
debts, there is no reason why the estate should be burdened with said: Under the provisions of the Civil Code (articles 657 to 661),
the costs and expenses of an administrator. The property the rights to the succession of a person are transmitted from the
belonging absolutely to the heirs, in the absence of existing debts moment of his death; in other words, the heirs succeed
against the estate, the administrator has no right to intervene in immediately to all of the property of the deceased ancestor. The
any way whatever in the division of the estate among the heirs. property belongs to the heirs at the moment of the death of the
They are co-owners of an undivided estate and the law offers ancestor as completely as if the ancestor had executed and
them a remedy for the division of the same among themselves. delivered to them a deed for the same before his death. In the
There is nothing in the present case to show that the heirs absence of debts existing against the estate, the heirs may enter
requested the appointment of the administrator, or that they upon the administration of the said property immediately. If they
intervened in any way whatever in the present actions. If there desire to administer it jointly, they may do so. If they desire to
are any heirs of the estate who have not received their partition it among themselves and can do this by mutual
participation, they have their remedy by petition for partition of agreement, they also have that privilege. The Code of Procedure
the said estate. in Civil Actions provides how an estate may be divided by a
petition for partition in case they cannot mutually agree in the
In the cases of Malahacan vs. Ignacio, supra, Bondad vs. Bondad, supra, division. (Sections 182-184, 196, and 596 of Act No. 190.)
and Baldemor vs. Malangyaon, supra, the same doctrine was reiterated.
And in the case of Fule vs. Fule, supra, this court amplified and ratified When the heirs are all of lawful age and there are no debts there
the same doctrine in the following language: is no reason why the estate should be burdened with the cost
and expenses of an administrator. The administrator has no right Juan Garcia Sanchez. As he would appear in the said intestate by the
to intervene in any way whatsoever in the division of the estate right of the representation, it would suffice for him to allege in proof of
among the heirs when they are adults and when there are no his interest that he is a usufructuary forced heir of his deceased wife
debts against the estate. (Ilustre vs. Alaras Frondosa, supra; who, in turn, would be a forced heir and an interested and necessary
Bondad vs. Bondad, supra; Baldemor vs.Malangyaon, supra.) party if she were living . In order to intervene in said intestate and to
take part in the distribution of the property it is not necessary that the
When there are no debts and the heirs are all adults, their administration of the property of his deceased wife be instituted — an
relation to the property left by their ancestor is the same as that administration which will take up time and occasion inconvenience and
of any other coowners or owners in common, and they may unnecessary expenses.
recover their individual rights, the same as any other coowners
of undivided property. (Succession of Story, 3 La. Ann., 502; 2. In view of the foregoing, there is no need to determine which of the
Mcintyre vs.Chappell, 4 Tex., 187; Wood et ux. vs. Ford, 29 Miss., parties has preferential right to the office of administrator.
57.)
The appealed order should be reversed, with the costs of this instance to
xxx xxx xxx the applicant-appellee. So ordered.
The right of the heirs in cases like the one we are discussing, also
exist in the divisions of personal as well as the real property. If
they cannot agree as to the division, then a suit for partition of
such personal property among the heirs of the deceased owner is
maintenable where the estate is not in debts, the heirs are all of
age, and there is no administration upon the estate and no
necessity thereof. (Jordan vs. Jordan, 4 Tex. Civ. App. Rep., 559.)
In cases for the probate of wills, it is well-settled that the authority of the The testator himself may, during his lifetime, petition in
court is limited to ascertaining the extrinsic validity of the will, i.e., the court for the allowance of his will.
whether the testator, being of sound mind, freely executed the will in
accordance with the formalities prescribed by law.[9] The rationale for allowing the probate of wills during the lifetime of
testator has been explained by the Code Commission thus:
Ordinarily, probate proceedings are instituted only after the death of the
testator, so much so that, after approving and allowing the will, the court Most of the cases that reach the courts involve either the
proceeds to issue letters testamentary and settle the estate of the testamentary capacity of the testator or the formalities
testator. The cases cited by petitioner are of such nature. In fact, in most adopted in the execution of wills. There are relatively few
jurisdictions, courts cannot entertain a petition for probate of the will of cases concerning the intrinsic validity of testamentary
a living testator under the principle of ambulatory nature of wills.[10] dispositions. It is far easier for the courts to determine
the mental condition of a testator during his lifetime than filing a new petition for the issuance of letters
after his death. Fraud, intimidation and undue influence testamentary, should have simply filed a manifestation
are minimized. Furthermore, if a will does not comply for the same purpose in the probate court.[12]
with the requirements prescribed by law, the same may
be corrected at once. The probate during the testators Petitioner, who defends the order of Branch 65 allowing him to
life, therefore, will lessen the number of contest upon intervene, cites Rule 73, 1 which states:
wills. Once a will is probated during the lifetime of the
testator, the only questions that may remain for the Where estate of deceased persons settled. - If the decedent
courts to decide after the testators death will refer to the is an inhabitant of the Philippines at the time of his death,
intrinsic validity of the testamentary dispositions. It is whether a citizen or an alien, his will shall be proved, or
possible, of course, that even when the testator himself letters of administration granted, and his estate settled,
asks for the allowance of the will, he may be acting under in the Court of First Instance in the province in which he
duress or undue influence, but these are rare cases. resides at the time of his death, and if he is an inhabitant
of a foreign country, the Court of First Instance of any
After a will has been probated during the lifetime of the province in which he had estate. The court first taking
testator, it does not necessarily mean that he cannot alter cognizance of the settlement of the estate of a decedent,
or revoke the same before his death. Should he make a shall exercise jurisdiction to the exclusion of all other
new will, it would also be allowable on his petition, and if courts. The jurisdiction assumed by a court, so far as it
he should die before he has had a chance to present such depends on the place of residence of the decedent, or of
petition, the ordinary probate proceeding after the the location of his estate, shall not be contested in a suit
testators death would be in order.[11] or proceeding, except in an appeal from that court, in the
original case, or when the want of jurisdiction appears on
Thus, after the allowance of the will of Dr. De Santos on February 16, the record.
1996, there was nothing else for Branch 61 to do except to issue a
certificate of allowance of the will pursuant to Rule 73, 12 of the Rules of The above rule, however, actually provides for the venue of actions for
Court. There is, therefore, no basis for the ruling of Judge Abad Santos of the settlement of the estate of deceased persons. In Garcia Fule v. Court
Branch 65 of RTC-Makati that -Nex old of Appeals, it was held:[13]
Branch 61 of the Regional Trial Court of Makati having The aforequoted Section 1, Rule 73 (formerly Rule 75,
begun the probate proceedings of the estate of the Section 1), specifically the clause "so far as it depends on
deceased, it continues and shall continue to exercise said the place of residence of the decedent, or of the location
jurisdiction to the exclusion of all others. It should be of the state," is in reality a matter of venue, as the caption
noted that probate proceedings do not cease upon the of the Rule indicates: "Settlement of Estate of Deceased
allowance or disallowance of a will but continues up to Persons. Venue and Processes." It could not have been
such time that the entire estate of the testator had been intended to define the jurisdiction over the subject
partitioned and distributed. matter, because such legal provision is contained in a law
of procedure dealing merely with procedural matters.
The fact that the will was allowed during the lifetime of Procedure is one thing, jurisdiction over the subject
the testator meant merely that the partition and matter is another. The power or authority of the court
distribution of the estate was to be suspended until the over the subject matter "existed was fixed before
latters death. In other words, the petitioner, instead of procedure in a given cause began." That power or
authority is not altered or changed by procedure, which or power to apportion the cases among the different
simply directs the manner in which the power or branches, both for the convenience of the parties and for
authority shall be fully and justly exercised. There are the coordination of the work by the different branches of
cases though that if the power is not exercised the same court. The apportionment and distribution of
conformably with the provisions of the procedural law, cases does not involve a grant or limitation of
purely, the court attempting to exercise it loses the jurisdiction, the jurisdiction attaches and continues to be
power to exercise it legally. However, this does not vested in the Court of First Instance of the province, and
amount to a loss of jurisdiction over the subject matter. the trials may be held by any branch or judge of the
Rather, it means that the court may thereby lose court.
jurisdiction over the person or that the judgment may
thereby be rendered defective for lack of something Necessarily, therefore, Branch 65 of the RTC of Makati City has
essential to sustain it. The appearance of this provision in jurisdiction over Sp. Proc. No. M-4343.
the procedural law at once raises a strong presumption
that it has nothing to do with the jurisdiction of the court Second. Petitioner claims the right to intervene in and oppose the
over the subject matter. In plain words, it is just a matter petition for issuance of letters testamentary filed by private respondent.
of method, of convenience to the parties. Mani kx He argues that, as the nearest next of kin and creditor of the testator, his
interest in the matter is material and direct. In ruling that petitioner has
Indeed, the jurisdiction over probate proceedings and settlement of no right to intervene in the proceedings before Branch 65 of RTC-Makati
estates with approximate value of over P100,000.00 (outside Metro City, the Court of Appeals held:
Manila) or P200,000.00 (in Metro Manila) belongs to the regional trial
courts under B.P. Blg. 129, as amended. The different branches The private respondent herein is not an heir or legatee
comprising each court in one judicial region do not possess jurisdictions under the will of the decedent Arturo de Santos. Neither
independent of and incompatible with each other.[14] is he a compulsory heir of the latter. As the only and
nearest collateral relative of the decedent, he can inherit
It is noteworthy that, although Rule 73, 1 applies insofar as the venue of from the latter only in case of intestacy. Since the
the petition for probate of the will of Dr. De Santos is concerned, it does decedent has left a will which has already been probated
not bar other branches of the same court from taking cognizance of the and disposes of all his properties the private respondent
settlement of the estate of the testator after his death. As held in the can inherit only if the said will is annulled. His interest in
leading case of Bacalso v. Ramolote:[15] the decedents estate is, therefore, not direct or
immediate. Maniks
The various branches of the Court of First Instance of
Cebu under the Fourteenth Judicial District, are a His claim to being a creditor of the estate is a belated one,
coordinate and co-equal courts, and the totality of which having been raised for the first time only in his reply to
is only one Court of First Instance. The jurisdiction is the opposition to his motion to intervene, and, as far as
vested in the court, not in the judges. And when a case is the records show, not supported by evidence.
filed in one branch, jurisdiction over the case does not
attach to the branch or judge alone, to the exclusion of . . . . [T]he opposition must come from one with a direct
the other branches. Trial may be held or proceedings interest in the estate or the will, and the private
continue by and before another branch or judge. It is for respondent has none. Moreover, the ground cited in the
this reason that Section 57 of the Judiciary Act expressly private respondents opposition, that the petitioner has
grants to the Secretary of Justice, the administrative right deliberately misdeclared the truth worth and value of the
estate, is not relevant to the question of her competency (1) Legitimate children and descendants, with respect to
to act as executor. Section 2, Rule 76 of the Rules of Court their legitimate parents and ascendants;
requires only an allegation of the probable value and
character of the property of the estate. The true value can (2) In default of the foregoing, legitimate parents and
be determined later on in the course of the settlement of ascendants, with respect to their legitimate children and
the estate.[16] descendants;
Opposition to issuance of letters testamentary. (4) Acknowledged natural children, and natural children
Simultaneous petition for administration. - Any person by legal fiction;
interested in a will may state in writing the grounds why
letters testamentary should not issue to the persons (5) Other illegitimate children referred to in Article 287
named therein as executors, or any of them, and the of the Civil Code.[18]
court, after hearing upon notice, shall pass upon the
sufficiency of such grounds. A petition may, at the same Petitioner, as nephew of the testator, is not a compulsory heir who may
time, be filed for letters of administration with the will have been preterited in the testators will.
annexed.
Nor does he have any right to intervene in the settlement proceedings
Under this provision, it has been held that an "interested person" is one based on his allegation that he is a creditor of the deceased. Since the
who would be benefited by the estate, such as an heir, or one who has a testator instituted or named an executor in his will, it is incumbent upon
claim against the estate, such as a creditor, and whose interest is the Court to respect the desires of the testator. As we stated in Ozaeta v.
material and direct, not merely incidental or contingent.[17] Pecson:[19]
Even if petitioner is the nearest next of kin of Dr. De Santos, he cannot be The choice of his executor is a precious prerogative of a
considered an "heir" of the testator. It is a fundamental rule of testator, a necessary concomitant of his right to dispose
testamentary succession that one who has no compulsory or forced heirs of his property in the manner he wishes. It is natural that
may dispose of his entire estate by will. Thus, Art. 842 of the Civil Code the testator should desire to appoint one of his
provides: confidence, one who can be trusted to carry out his
wishes in the disposal of his estate. The curtailment of
One who has no compulsory heirs may dispose by will of this right may be considered a curtailment of the right to
all his estate or any part of it in favor of any person dispose.
having capacity to succeed. Manikan
Only if the appointed executor is incompetent, refuses the trust, or fails
One who has compulsory heirs may dispose of his estate to give bond may the court appoint other persons to administer the
provided he does not contravene the provisions of this estate.[20] None of these circumstances is present in this case.
Code with regard to the legitimate of said heirs.
Third. Petitioner contends that private respondent is guilty of forum
Compulsory heirs are limited to the testators - shopping when she filed the petition for issuance of letters testamentary
(Sp. Proc. No. M-4343) while the probate proceedings (Sp. Proc. No. M-
4223) were still pending. According to petitioner, there is identity of
parties, rights asserted, and reliefs prayed for in the two actions which
are founded on the same facts, and a judgment in either will result in res
judicata in the other.
This contention has no merit. As stated earlier, the petition for probate
was filed by Dr. De Santos, the testator, solely for the purpose of
authenticating his will. Upon the allowance of his will, the proceedings
were terminated. Oldmis o
On the other hand, the petition for issuance of letters testamentary was
filed by private respondent, as executor of the estate of Dr. De Santos, for
the purpose of securing authority from the Court to administer the
estate and put into effect the will of the testator. The estate settlement
proceedings commenced by the filing of the petition terminates upon the
distribution and delivery of the legacies and devises to the persons
named in the will. Clearly, there is no identity between the two petitions,
nor was the latter filed during the pendency of the former. There was,
consequently, no forum shopping.
SO ORDERED.
FIRST DIVISION ex parte for her appointment as special administratrix over the
estate. On even date, May 2, 1973, Judge Malvar granted the motion.
G.R. No. L-40502 November 29, 1976
A motion for reconsideration was filed by Preciosa B. Garcia on May
VIRGINIA GARCIA FULE, and HONORABLE SEVERO A. MALVAR, 8, 1973, contending that the order appointing Virginia G. Fule as
Presiding Judge, Court of First Instance of Laguna, Branch special administratrix was issued without jurisdiction, since no
Vl, petitioners, notice of the petition for letters of administration has been served
vs. upon all persons interested in the estate; there has been no delay
THE HONORABLE COURT OF APPEALS, * PRECIOSA B. GARCIA and or cause for delay in the proceedings for the appointment of a
AGUSTINA B. GARCIA, respondents. regular administrator as the surviving spouse of Amado G. Garcia,
she should be preferred in the appointment of a special
G.R. No. L-42670 November 29, 1976 administratrix; and, Virginia G. Fule is a debtor of the estate of
Amado G. Garcia. Preciosa B. Garcia, therefore, prayed that she be
VIRGINIA GARCIA FULE, petitioner, appointed special administratrix of the estate, in lieu of Virginia G.
vs. Fule, and as regular administratrix after due hearing.
HONORABLE ERNANI C. PAÑO, Presiding Judge of Court of First
Instance of Rizal, Quezon City, Branch XVIII, and PRECIOSA B. While this reconsideration motion was pending resolution before
GARCIA, respondents. the Court, Preciosa B. Garcia filed on May 29, 1973 a motion to
remove Virginia G. Fule as special administratrix alleging, besides
Francisco Carreon for petitioners. the jurisdictional ground raised in the motion for reconsideration
of May 8, 1973 that her appointment was obtained through
Augusto G. Gatmaytan for private respondents. erroneous, misleading and/or incomplete misrepresentations; that
Virginia G. Fule has adverse interest against the estate; and that she
has shown herself unsuitable as administratrix and as officer of the
court.
MARTIN, J.:
In the meantime, the notice of hearing of the petition for letters of
administration filed by Virginia G. Fule with the Court of First
These two interrelated cases bring to Us the question of what the
Instance of Calamba, Laguna, was published on May 17, 24, and 31,
word "resides" in Section 1, Rule 73 of the Revised Rules Of Court,
1973, in the Bayanihan, a weekly publication of general circulation
referring to the situs of the settlement of the estate of deceased
in Southern Luzon.
persons, means. Additionally, the rule in the appointment of a
special administrator is sought to be reviewed.
On June 6, 1973, Preciosa B. Garcia received a "Supplemental
Petition for the Appointment of Regular Administrator ' filed by
On May 2, 1973, Virginia G. Fule filed with the Court of First
Virginia G. Fule. This supplemental petition modified the original
Instance of Laguna, at Calamba, presided over by Judge Severo A.
petition in four aspects: (1) the allegation that during the lifetime of
Malvar, a petition for letters of administration, docketed as Sp.
the deceased Amado G. Garcia, he was elected as Constitutional
Proc. No. 27-C, alleging, inter alia, "that on April 26, 1973, Amado G.
Delegate for the First District of Laguna and his last place of
Garcia, a property owner of Calamba, Laguna, died intestate in the
residence was at Calamba, Laguna; (2) the deletion of the names of
City of Manila, leaving real estate and personal properties in
Preciosa B. Garcia and Agustina Garcia as legal heirs of Amado G.
Calamba, Laguna, and in other places, within the jurisdiction of the
Garcia; (3) the allegation that Carolina Carpio, who was simply
Honorable Court." At the same time, she moved
listed as heir in the original petition, is the surviving spouse of reasoning that the said Virginia G. Fule admitted before before the
Amado G. Garcia and that she has expressly renounced her court that she is a full-blooded sister of Pablo G. Alcalde, an
preferential right to the administration of the estate in favor of illegitimate son of Andrea Alcalde, with whom the deceased Amado
Virginia G. Fule; and (4) that Virginia G. Fule be appointed as the G. Garcia has no relation.
regular administratrix. The admission of this supplemental petition
was opposed by Preciosa B. Garcia for the reason, among others, Three motions were filed by Preciosa B. Garcia on November 14,
that it attempts to confer jurisdiction on the Court of First Instance 1973, one, to enjoin the special administratrix from taking
of Laguna, of which the court was not possessed at the beginning possession of properties in the hands of third persons which have
because the original petition was deficient. not been determined as belonging to Amado G. Garcia; another, to
remove the special administratrix for acting outside her authority
On July 19, 1973, Preciosa B. Garcia filed an opposition to the and against the interest of the estate; and still another, filed in
original and supplemental petitions for letters of administration, behalf of the minor Agustina B. Garcia, to dismiss the petition for
raising the issues of jurisdiction, venue, lack of interest of Virginia want of cause of action, jurisdiction, and improper venue.
G. Fule in the estate of Amado G. Garcia, and disqualification of
Virginia G Fule as special administratrix. On November 28, 1973, Judge Malvar resolved the pending
omnibus motion of Virgina G. Fule and the motion to dismiss filed
An omnibus motion was filed by Virginia G. Fule on August 20, by Preciosa B. Garcia. Resolving the motion to dismiss, Judge
1973, praying for authority to take possession of properties of the Malvar ruled that the powers of the special administratrix are those
decedent allegedly in the hands of third persons as well as to secure provided for in Section 2, Rule 80 of the Rules of Court, 1subject
cash advances from the Calamba Sugar Planters Cooperative only to the previous qualification made by the court that the
Marketing Association, Inc. Preciosa B. Garcia opposed the motion, administration of the properties subject of the marketing
calling attention to the limitation made by Judge Malvar on the agreement with the Canlubang Sugar Planters Cooperative
power of the special administratrix, viz., "to making an inventory of Marketing Association should remain with the latter; and that the
the personal and real properties making up the state of the special administratrix had already been authorized in a previous
deceased." order of August 20, 1973 to take custody and possession of all
papers and certificates of title and personal effects of the decedent
However, by July 2, 1973, Judge Malvar and already issued an with the Canlubang Sugar Planters Cooperative Marketing
order, received by Preciosa B. Garcia only on July 31, 1973, denying Association, Inc. Ramon Mercado, of the Canlubang Sugar Planters
the motion of Preciosa B. Garcia to reconsider the order of May 2, Cooperative Marketing Association, Inc., was ordered to deliver to
1973, appointing Virginia G. Fule as special administratrix, and Preciosa B. Garcia all certificates of title in her name without any
admitting the supplementation petition of May 18,1973. qualifying words like "married to Amado Garcia" does not appear.
Regarding the motion to dismiss, Judge Malvar ruled that the issue
On August 31, 1973, Preciosa B. Garcia moved to dismiss the of jurisdiction had already been resolved in the order of July 2,
petition, because (1) jurisdiction over the petition or over the 1973, denying Preciosa B. Garcia's motion to reconsider the
parties in interest has not been acquired by the court; (2) venue appointment of Virginia G. Fule and admitting the supplemental
was improperly laid; and (3) Virginia G. Fule is not a party in petition, the failure of Virginia G. Fule to allege in her original
interest as she is not entitled to inherit from the deceased Amado G. petition for letters of administration in the place of residence of the
Garcia. decedent at the time of his death was cured. Judge Malvar further
held that Preciosa B. Garcia had submitted to the jurisdiction of the
On September 28, 1973, Preciosa B. Garcia filed a supplemental court and had waived her objections thereto by praying to be
motion to substitute Virginia G. Fule as special administratrix, appointed as special and regular administratrix of the estate.
An omnibus motion was filed by Preciosa B. Garcia on December time of his death was Quezon City. On her part, Preciosa B. Garcia
27, 1973 to clarify or reconsider the foregoing order of Judge presented the residence certificate of the decedent for 1973
Malvar, in view of previous court order limiting the authority of the showing that three months before his death his residence was in
special administratrix to the making of an inventory. Preciosa B. Quezon City. Virginia G. Fule also testified that Amado G. Garcia was
Garcia also asked for the resolution of her motion to dismiss the residing in Calamba, Laguna at the time of his death, and that he
petitions for lack of cause of action, and also that filed in behalf of was a delegate to the 1971 Constitutional Convention for the first
Agustina B. Garcia. Resolution of her motions to substitute and district of Laguna.
remove the special administratrix was likewise prayed for.
On July 26, 1974, Preciosa B. Garcia and Agustina B. Garcia
On December 19, 1973, Judge Malvar issued two separate orders, commenced a special action for certiorari and/or prohibition and
the first, denying Preciosa B. Garcia's motions to substitute and preliminary injunction before the Court of Appeals, docketed as CA-
remove the special administratrix, and the second, holding that the G.R. No. 03221-SP. primarily to annul the proceedings before Judge
power allowed the special administratrix enables her to conduct Malvar in Sp. Proc. No. 27-C of the Court of First Instance of Laguna,
and submit an inventory of the assets of the estate. or, in the alternative, to vacate the questioned four orders of that
court, viz., one dated March 27, 1974, denying their motion for
On January 7, 1974, Preciosa B. Garcia moved for reconsideration of reconsideration of the order denying their motion to dismiss the
the foregoing orders of November 28, 1973 and December 19, criminal and supplemental petitions on the issue, among others, of
1973, insofar as they sustained or failed to rule on the issues raised jurisdiction, and the three others, all dated July 19, 1974, directing
by her: (a) legal standing (cause of action) of Virginia G. Fule; (b) the delivery of certain properties to the special administratrix,
venue; (c) jurisdiction; (d) appointment, qualification and removal Virginia G. Fule, and to the court.
of special administratrix; and (e) delivery to the special
administratrix of checks and papers and effects in the office of the On January 30, 1975, the Court of Appeals rendered judgment
Calamba Sugar Planters Cooperative Marketing Association, Inc. annulling the proceedings before Judge Severo A. Malvar in Sp.
Proc. 27-C of the Court of First Instance of Calamba, Laguna, for lack
On March 27, 1973, Judge Malvar issued the first questioned order of jurisdiction.
denying Preciosa B. Garcia's motion for reconsideration of January
7, 1974. On July 19, 1974, Judge Malvar issued the other three Denied of their motion for reconsideration on March 31, 1975,
questioned orders: one, directing Ramon Mercado, of the Calamba Virginia G. Fule forthwith elevated the matter to Us on appeal by
Sugar Planters Cooperative Marketing Association, Inc., to furnish certiorari. The case was docketed as G.R. No. L-40502.
Virginia G. Fule, as special administratrix, copy of the statement of
accounts and final liquidation of sugar pool, as well as to deliver to However, even before Virginia G. Fule could receive the decision of
her the corresponding amount due the estate; another, directing the Court of Appeals, Preciosa B. Garcia had already filed on
Preciosa B. Garcia to deliver to Virginia G. Fule two motor vehicles February 1, 1975 a petition for letters of administration before the
presumably belonging to the estate; and another, directing Ramon Court of First Instance of Rizal, Quezon City Branch, docketed as Sp.
Mercado to deliver to the court all certificates of title in his Proc. No. Q-19738, over the same intestate estate of Amado G.
possession in the name of Preciosa B. Garcia, whether qualified Garcia. On February 10, 1975, Preciosa B. Garcia urgently moved
with the word "single" or "married to Amado Garcia." for her appointment as special administratrix of the estate. Judge
Vicente G. Ericta granted the motion and appointed Preciosa B.
During the hearing of the various incidents of this case (Sp. Proc. Garcia as special administratrix upon a bond of P30,000.00.
27-C) before Judge Malvar, 2 Virginia G. Fule presented the death Preciosa B. Garcia qualified and assumed the office.
certificate of Amado G. Garcia showing that his residence at the
For the first time, on February 14, 1975, Preciosa B. Garcia We dismiss the appeal in G.R. No. L-40502 and the petition for
informed Judge Ericta of the pendency of Sp. Proc. No. 27-C before certiorari in G.R. No. L-42670 for the reasons and considerations
Judge Malvar of the Court of First Instance of Laguna, and the hereinafter stated.
annulment of the proceedings therein by the Court of Appeals on
January 30, 1975. She manifested, however, her willingness to 1. Section 1, Rule 73 of the Revised Rules of Court provides: "If the
withdraw Sp. Proc. Q-19738 should the decision of the Court of decedent is an inhabitant of the Philippines at the time of his death,
Appeals annulling the proceedings before the Court of First whether a citizen or an alien, his will shall be proved, or letters of
Instance of Laguna in Sp. Proc. No. 27-C have not yet become final, it administration granted, and his estate settled, in the Court of First
being the subject of a motion for reconsideration. Instance in the province in which he resides at the time of his death,
and if he is an inhabitant of a foreign country, the Court of First
On March 10, 1973, Judge Ericta ordered the suspension of the Instance of any province in which he had estate. The court first
proceedings before his court until Preciosa B. Garcia inform the taking cognizance of the settlement of the estate of a decedent, shall
court of the final outcome of the case pending before the Court of exercise jurisdiction to the exclusion of all other courts. The
Appeals. This notwithstanding, Preciosa B. Garcia filed on jurisdiction assumed by a court, so far as it depends on the place of
December 11, 1975, an "Urgent Petition for Authority to Pay Estate residence of the decedent, or of the location of his estate, shall not
Obligations." be contested in a suit or proceeding, except in an appeal from that
court, in the original case, or when the want of jurisdiction appears
On December 13, 1975, Virginia G. Fule filed a "Special Appearance on the record." With particular regard to letters of administration,
to Question Venue and Jurisdiction" reiterating the grounds stated Section 2, Rule 79 of the Revised Rules of Court demands that the
in the previous special appearance of March 3, 1975, and calling petition therefor should affirmatively show the existence of
attention that the decision of the Court of Appeals and its resolution jurisdiction to make the appointment sought, and should allege all
denying the motion for reconsideration had been appealed to this the necessary facts, such as death, the name and last residence of
Court; that the parties had already filed their respective briefs; and the decedent, the existence, and situs if need be, of assets, intestacy,
that the case is still pending before the Court. where this is relied upon, and the right of the person who seeks
administration, as next of kin, creditor, or otherwise, to be
On December 17, 1975, Judge Ernani Cruz Pano, who succeeded appointed. The fact of death of the intestate and his last residence
Judge Ericta, issued an order granting Preciosa B. Garcia's "Urgent within the country are foundation facts upon which all subsequent
Petition for Authority to Pay Estate Obligations" in that the proceedings in the administration of the estate rest, and that if the
payments were for the benefit of the estate and that there hangs a intestate was not an inhabitant of the state at the time of his death,
cloud of doubt on the validity of the proceedings in Sp. Proc. No. 27- and left no assets in the state, no jurisdiction is conferred on the
C of the Court of First Instance of Laguna. court to grant letters of administration. 3
A compliance of this Order was filed by Preciosa B. Garcia on The aforequoted Section 1, Rule 73 (formerly Rule 75, Section 1),
January 12,1976. specifically the clause "so far as it depends on the place of residence of
the decedent, or of the location of the estate," is in reality a matter of
On February 4,1974, VIRGINIA G. FULE instituted G.R. No. L-42670, a venue, as the caption of the Rule indicates: "Settlement of Estate of
petition for certiorari with temporary restraining order, to annul Deceased Persons. Venue and Processes. 4 It could not have been
the proceedings in Sp. Proc. No. Q-19738 and to restrain Judge intended to define the jurisdiction over the subject matter, because such
Ernani Cruz Paño from further acting in the case. A restraining legal provision is contained in a law of procedure dealing merely with
order was issued on February 9, 1976. procedural matters. Procedure is one thing; jurisdiction over the subject
matter is another. The power or authority of the court over the subject
matter "existed and was fixed before procedure in a given cause began." convey the same meaning as the term "inhabitant." 8 In other words,
That power or authority is not altered or changed by procedure, which "resides" should be viewed or understood in its popular sense, meaning,
simply directs the manner in which the power or authority shall be fully the personal, actual or physical habitation of a person, actual residence
and justly exercised. There are cases though that if the power is not or place of abode. It signifies physical presence in a place and actual stay
exercised conformably with the provisions of the procedural law, purely, thereat. In this popular sense, the term means merely residence, that is,
the court attempting to exercise it loses the power to exercise it legally. personal residence, not legal residence or domicile. 9Residence simply
However, this does not amount to a loss of jurisdiction over the subject requires bodily presence as an inhabitant in a given place, while domicile
matter. Rather, it means that the court may thereby lose jurisdiction requires bodily presence in that place and also an intention to make it
over the person or that the judgment may thereby be rendered defective one's domicile. 10 No particular length of time of residence is required
for lack of something essential to sustain it. The appearance of this though; however, the residence must be more than temporary. 11
provision in the procedural law at once raises a strong presumption that
it has nothing to do with the jurisdiction of the court over the subject 3. Divergent claims are maintained by Virginia G. Fule and Preciosa B.
matter. In plain words, it is just a matter of method, of convenience to Garcia on the residence of the deceased Amado G. Garcia at the time of
the parties. 5 his death. In her original petition for letters of administration before the
Court of First Instance of Calamba, Laguna, Virginia G. Fule measely
The Judiciary Act of 1948, as amended, confers upon Courts of First stated "(t)hat on April 26,1973, Amado G. Garcia, a property owner of
Instance jurisdiction over all probate cases independently of the place of Calamba, Laguna, died intestate in the City of Manila, leaving real estate
residence of the deceased. Because of the existence of numerous Courts and personal properties in Calamba, Laguna, and in other places within
of First Instance in the country, the Rules of Court, however, purposedly the jurisdiction of this Honorable Court." Preciosa B. Garcia assailed the
fixes the venue or the place where each case shall be brought. A fortiori, petition for failure to satisfy the jurisdictional requirement and
the place of residence of the deceased in settlement of estates, probate of improper laying of venue. For her, the quoted statement avers no
will, and issuance of letters of administration does not constitute an domicile or residence of the deceased Amado G. Garcia. To say that as
element of jurisdiction over the subject matter. It is merely constitutive "property owner of Calamba, Laguna," he also resides in Calamba,
of venue. And it is upon this reason that the Revised Rules of Court Laguna, is, according to her, non sequitur. On the contrary, Preciosa B.
properly considers the province where the estate of a deceased person Garcia claims that, as appearing in his death certificate presented by
shall be settled as "venue." 6 Virginia G. Fule herself before the Calamba court and in other papers, the
last residence of Amado G. Garcia was at 11 Carmel Avenue, Carmel
2. But, the far-ranging question is this: What does the term "resides" Subdivision, Quezon City. Parenthetically, in her amended petition,
mean? Does it refer to the actual residence or domicile of the decedent at Virginia G. Fule categorically alleged that Amado G. Garcia's "last place of
the time of his death? We lay down the doctrinal rule that the term residence was at Calamba, Laguna."
"resides" connotes ex vi termini "actual residence" as distinguished from
"legal residence or domicile." This term "resides," like, the terms On this issue, We rule that the last place of residence of the deceased
"residing" and "residence," is elastic and should be interpreted in the Amado G. Garcia was at 11 Carmel Avenue, Carmel Subdivision, Quezon
light of the object or purpose of the statute or rule in which it is City, and not at Calamba, Laguna. A death certificate is admissible to
employed. 7 In the application of venue statutes and rules — Section 1, prove the residence of the decedent at the time of his death. 12 As it is,
Rule 73 of the Revised Rules of Court is of such nature — the death certificate of Amado G. Garcia, which was presented in
residence rather than domicile is the significant factor. Even where the evidence by Virginia G. Fule herself and also by Preciosa B. Garcia, shows
statute uses the word "domicile" still it is construed as meaning that his last place of residence was at 11 Carmel Avenue, Carmel
residence and not domicile in the technical sense. Some cases make a Subdivision, Quezon City. Aside from this, the deceased's residence
distinction between the terms "residence" and "domicile" but as certificate for 1973 obtained three months before his death; the
generally used in statutes fixing venue, the terms are synonymous, and Marketing Agreement and Power of Attorney dated November 12, 1971
turning over the administration of his two parcels of sugar land to the administrator should not be taken into account in the appointment of a
Calamba Sugar Planters Cooperative Marketing Association, Inc.; the special administrator. 16 Nothing is wrong for the judge to consider the
Deed of Donation dated January 8, 1973, transferring part of his interest order of preference in the appointment of a regular administrator in
in certain parcels of land in Calamba, Laguna to Agustina B. Garcia; and appointing a special administrator. After all, the consideration that
certificates of titles covering parcels of land in Calamba, Laguna, show in overrides all others in this respect is the beneficial interest of the
bold documents that Amado G. Garcia's last place of residence was at appointee in the estate of the decedent. 17 Under the law, the widow
Quezon City. Withal, the conclusion becomes imperative that the venue would have the right of succession over a portion of the exclusive
for Virginia C. Fule's petition for letters of administration was property of the decedent, besides her share in the conjugal partnership.
improperly laid in the Court of First Instance of Calamba, Laguna. For such reason, she would have as such, if not more, interest in
Nevertheless, the long-settled rule is that objection to improper venue is administering the entire estate correctly than any other next of kin. The
subject to waiver. Section 4, Rule 4 of the Revised Rules of Court states: good or bad administration of a property may affect rather the fruits
"When improper venue is not objected to in a motion to dismiss, it is than the naked ownership of a property. 18
deemed waived." In the case before Us the Court of Appeals had reason
to hold that in asking to substitute Virginia G. Fule as special Virginia G. Fule, however, disputes the status of Preciosa B. Garcia as the
administratrix, Preciosa B. Garcia did not necessarily waive her widow of the late Amado G. Garcia. With equal force, Preciosa B. Garcia
objection to the jurisdiction or venue assumed by the Court of First maintains that Virginia G. Fule has no relation whatsoever with Amado
Instance of Calamba, Laguna, but availed of a mere practical resort to G. Garcia, or that, she is a mere illegitimate sister of the latter, incapable
alternative remedy to assert her rights as surviving spouse, while of any successional rights. 19 On this point, We rule that Preciosa B.
insisting on the enforcement of the Rule fixing the proper venue of the Garcia is prima facie entitled to the appointment of special
proceedings at the last residence of the decedent. administratrix. It needs be emphasized that in the issuance of such
appointment, which is but temporary and subsists only until a regular
4. Preciosa B. Garcia's challenge to Virginia G. Fule's appointment as administrator is appointed, 20 the appointing court does not determine
special administratrix is another issue of perplexity. Preciosa B. Garcia who are entitled to share in the estate of the decedent but who is
claims preference to the appointment as surviving spouse. Section 1 of entitled to the administration. The issue of heirship is one to be
Rule 80 provides that "(w)hen there is delay in granting letters determined in the decree of distribution, and the findings of the court on
testamentary or of administration by any cause including an appeal from the relationship of the parties in the administration as to be the basis of
the allowance or disallowance of a will, the court may appoint a special distribution. 21The preference of Preciosa B. Garcia is with sufficient
administrator to take possession and charge of the estate of the deceased reason. In a Donation Inter Vivos executed by the deceased Amado G.
until the questions causing the delay are decided and executors or Garcia on January 8, 1973 in favor of Agustina B. Garcia, he indicated
administrators appointed. 13 Formerly, the appointment of a special therein that he is married to Preciosa B. Garcia. 22 In his certificate of
administrator was only proper when the allowance or disallowance of a candidacy for the office of Delegate to the Constitutional Convention for
will is under appeal. The new Rules, however, broadened the basis for the First District of Laguna filed on September 1, 1970, he wrote therein
appointment and such appointment is now allowed when there is delay the name of Preciosa B. Banaticla as his spouse. 23 Faced with these
in granting letters testamentary or administration by any cause e.g., documents and the presumption that a man and a woman deporting
parties cannot agree among themselves. 14 Nevertheless, the discretion themselves as husband and wife have entered into a lawful contract of
to appoint a special administrator or not lies in the probate marriage, Preciosa B. Garcia can be reasonably believed to be the
court. 15 That, however, is no authority for the judge to become partial, surviving spouse of the late Amado G. Garcia. Semper praesumitur pro
or to make his personal likes and dislikes prevail over, or his passions to matrimonio. 24
rule, his judgment. Exercise of that discretion must be based on reason,
equity, justice and legal principle. There is no reason why the same 5. Under these circumstances and the doctrine laid down in Cuenco vs.
fundamental and legal principles governing the choice of a regular Court of Appeals, 25 this Court under its supervisory authority over all
inferior courts may properly decree that venue in the instant case was
properly assumed by and transferred to Quezon City and that it is in the
interest of justice and avoidance of needless delay that the Quezon City
court's exercise of jurisdiction over the settlement of the estate of the
deceased Amado G. Garcia and the appointment of special administratrix
over the latter's estate be approved and authorized and the Court of
First Instance of Laguna be disauthorized from continuing with the case
and instead be required to transfer all the records thereof to the Court of
First Instance of Quezon City for the continuation of the proceedings.
SO ORDERED.
THIRD DIVISION On January 2, 1970, the Registry of Deeds for Caloocan City issued
Transfer Certificate of Title (TCT) No. 34292 covering the Caloocan
parcel of land in the name of Jose Q. Portugal, married to Paz C. Lazo.[11]
[G.R. No. 155555. August 16, 2005] On February 18, 1984, Paz died.
On April 21, 1985, Portugal died intestate.
On February 15, 1988, respondent executed an Affidavit of
ISABEL P. PORTUGAL and JOSE DOUGLAS PORTUGAL Adjudication by Sole Heir of Estate of Deceased Person[12] adjudicating to
JR., petitioners, vs. LEONILA PORTUGAL- herself the Caloocan parcel of land. TCT No. 34292/T-172[13] in Portugals
BELTRAN, respondent. name was subsequently cancelled and in its stead TCT No.
159813[14] was issued by the Registry of Deeds for Caloocan City on
DECISION March 9, 1988 in the name of respondent, Leonila Portugal-Beltran,
married to Merardo M. Beltran, Jr.
CARPIO MORALES, J.:
Later getting wind of the death in 1985 of Portugal and still later of
Petitioners Isabel P. Portugal and her son, Jose Douglas Portugal Jr., the 1988 transfer by respondent of the title to the Caloocan property in
assail the September 24, 2002[1] Decision of the Court of Appeals her name, petitioners filed before the RTC of Caloocan City on July 23,
affirming that of the Regional Trial Court (RTC) of Caloocan City, Branch 1996 a complaint[15] against respondent for annulment of the Affidavit of
124[2] which dismissed, after trial, their complaint for annulment of Adjudication executed by her and the transfer certificate of title issued in
title for failure to state a cause of action and lack of jurisdiction. her name.
From the records of the case are gathered the following In their complaint, petitioners alleged that respondent is not related
material allegations claims of the parties which they sought to prove whatsoever to the deceased Portugal, hence, not entitled to inherit the
by testimonial and documentary evidence during the trial of the case: Caloocan parcel of land and that she perjured herself when she made
false representations in her Affidavit of Adjudication.
On November 25, 1942, Jose Q. Portugal (Portugal) married Paz
Lazo.[3] Petitioners accordingly prayed that respondents Affidavit of
Adjudication and the TCT in her name be declared void and that the
On May 22, 1948, Portugal married petitioner Isabel de la Puerta.[4] Registry of Deeds for Caloocan be ordered to cancel the TCT in
On September 13, 1949, petitioner Isabel gave birth to a boy whom respondents name and to issue in its stead a new one in their
she named Jose Douglas Portugal Jr., her herein co-petitioner.[5] (petitioners) name, and that actual, moral and exemplary damages and
attorneys fees and litigation expenses be awarded to them.
On April 11, 1950, Paz gave birth to a girl, Aleli,[6] later baptized as
Leonila Perpetua Aleli Portugal, herein respondent.[7] Following respondents filing of her answer, the trial court issued a
Pre-Trial Order chronicling, among other things, the issues as follows:
On May 16, 1968, Portugal and his four (4) siblings executed a Deed
of Extra-Judicial Partition and Waiver of Rights[8] over the estate of their a. Which of the two (2) marriages contracted by the deceased Jose Q.
father, Mariano Portugal, who died intestate on November 2, 1964.[9] In Portugal Sr., is valid?
the deed, Portugals siblings waived their rights, interests, and
participation over a 155 sq. m. parcel of land located in Caloocan in his b. Which of the plaintiff . . . Jose Portugal Jr. and defendant Leonila P.
favor.[10] Beltran is the legal heir of the deceased Jose Q. Portugal Sr.?
c. Whether or not TCT No. 159813 was issued in due course and can still Petitioners thereupon appealed to the Court of Appeals, questioning
be contested by plaintiffs. the trial courts ratio decedendi in dismissing the case as diametrically
opposed to this Courts following ruling in Cario v. Cario,[20] viz:
d. Whether or not plaintiffs are entitled to their claims under the
complaint.[16] (Underscoring supplied) Under Article 40 of the Family Code, the absolute nullity of a previous
marriage may be invoked for purposes of remarriage on the basis solely
After trial, the trial court, by Decision of January 18, 2001,[17] after of a final judgment declaring such previous marriage void. Meaning,
giving an account of the testimonies of the parties and their witnesses where the absolute nullity of a previous marriage is sought to be invoked
and of their documentary evidence, without resolving the issues defined for purposes of contracting a second marriage, the sole basis acceptable
during pre-trial, dismissed the case for lack of cause of action on the in law, for said projected marriage to be free from legal infirmity, is a
ground that petitioners status and right as putative heirs had not been final judgment declaring the previous void. (Domingo v. Court of
established before a probate (sic) court, and lack of jurisdiction over Appeals, 226 SCRA 572, 579 [1993]) However, for purposes other than
the case, citing Heirs of Guido and Isabel Yaptinchay v. Del Rosario.[18] remarriage, no judicial action is necessary to declare a marriage an
absolute nullity. For other purposes, such as but not limited to the
In relying on Heirs of Guido and Isabel Yaptinchay, the trial court determination of heirship, legitimacy or illegitimacy of a child,
held: settlement of estate, dissolution of property regime, or a criminal case
for that matter, the court may pass upon the validity of marriage even
The Heirs of Yaptinchay case arose from facts not dissimilar to the case after the death of the parties thereto, and even in a suit not directly
at bar. instituted to question the validity of said marriage, so long as it
is essential to the determination of the case. (Nial, et al. v. Bayadog,
xxx GR No. 13378, March 14, 2000). In such cases, evidence must be
adduced, testimonial or documentary, to prove the existence of grounds
In the instant case, plaintiffs presented a Marriage Contract, a Certificate rendering such a previous marriage an absolute nullity. These need not
of Live Birth, pictures (sic) and testimonial evidence to establish their be limited solely to an earlier final judgment of a court declaring such
right as heirs of the decedent. Thus, the preliminary act of having a previous marriage void. (Domingo v. Court of Appeals, supra) (Emphasis
status and right to the estate of the decedent, was sought to be and underscoring supplied).
determined herein. However, the establishment of a status, a right, or
a particular fact is remedied through a special proceeding (Sec. 3(c), Conceding that the ruling in Cario was promulgated (in 2001)
Rule 1, 1997 Rules of Court), not an ordinary civil action whereby a party subsequent to that of Heirs of Guido and Isabel Yaptinchay (in 1999), the
sues another for the enforcement or protection of a right, or the appellate court found Cario to be inapplicable, however, to the case in
protection or redress of a wrong (ibid, a). The operative term in the this wise:
former is to establish, while in the latter, it is to enforce, a right. Their
status and right as putative heirs of the decedent not having been To be borne in mind is the fact that the main issue in the Cario case was
established, as yet, the Complaint failed to state a cause of action. the validity of the two marriages contracted by the deceased SPO4
Santiago Cario, whose death benefits was the bone of contention
The court, not being a probate (sic) court, is without jurisdiction to between the two women both named Susan (viz., Susan Nicdao Cario and
rule on plaintiffs cause to establish their status and right herein. Susan Yee Cario) both of whom he married. It is not disputed in said case
Plaintiffs do not have the personality to sue (Secs. 1 and 2, Rule 3, in that SPO4 S. Cario contracted two marriages with said two women
relation to Secs. 1 and 2, Rule 2, supra).[19] (Italics in the original; during his lifetime, and the only question was: which of these two
emphasis and underscoring supplied). marriages was validly celebrated? The award of the death benefits of the
deceased Cario was thus, merely an incident to the question of which of
the two marriages was valid. Upon the other hand, the case at bench is of Petitioners thus prayed as follows:
a different milieu. The main issue here is
the annulment of title to property. The only undisputed fact in this WHEREFORE, it is respectfully prayed of this Honorable Supreme Court
case is that the deceased Jose Portugal, during his lifetime, owned a that the questioned CA decision be reversed, and a new one entered in
parcel of land covered by Transfer Certificate of Title (TCT) No. T-34292. accordance with the prayers set forth in the instant complaint based on
However, here come two contending parties, herein plaintiffs-appellants the above disquisition and evidence adduced by petitioners in the
and defendant-appellee, both now insisting to be the legal heir(s) of the court a quo.
decedent. x x x. The status and rights of the parties herein have not,
therefore, been definitively established, as yet. x x x. Necessarily and IN THE ALTERNATIVE, should the Honorable Supreme Court find that
naturally, such questions as to such status or right must be properly the pronouncements in Cario apply, a decision be entered remanding to
ventilated in an appropriate special proceeding, not in an ordinary civil the court a quo the determination of the issues of which of the two
action, whereunder a party sues another for the enforcement or marriages is valid, and the determination of heirship and legitimacy of
protection of a right, or the protection or redress of a wrong. The Jose Jr. and Leonila preparatory to the determination of the annulment
institution of an ordinary civil suit for that purpose in the present case is of title issued in the name of Leonila.
thus impermissible. For it is axiomatic that what the law prohibits or
forbids directly, it cannot permit or allow indirectly. To permit, or allow, Other relief and remedy just and equitable in the premises are likewise
a declaration of heirship, or the establishment of the legitimacy or prayed for.[25] (Underscoring supplied).
illegitimacy of a child to be determined in an ordinary civil action, not in
an appropriate special proceeding brought for that purpose, is thus to Petitioners, in the main, argue that the appellate court
impinge upon this axiom. x x x[21] (Emphasis in the original, underscoring misapplied Heirs of Guido and Isabel Yaptinchay and in effect encouraged
supplied). multiplicity of suits which is discouraged by this Court as a reading
of Cario shows; that Cario allows courts to pass on the determination of
The appellate court, by Decision of September 24, 2002,[22] thus heirship and the legitimacy or illegitimacy of a child so long as it is
affirmed the trial courts dismissal of the case. necessary to the determination of the case; and that contrary to the
Hence, the present Petition for Review on Certiorari,[23] faulting the appellate courts ruling, they had established their status as compulsory
appellate court to have erred when heirs.
After trial, the Regional Trial Court of Manila, Branch 55, rendered a We concur with the Court of Appeals and find no merit in the instant
decision dated 26 January 1996 holding:8 petition.
"1) The deed of sale executed by the late Graciano del Rosario in Section 3, Rule 1 of the 1997 Rules of Civil Procedure defines civil action
favor of Patricia Natcher is prohibited by law and thus a and special proceedings, in this wise:
complete nullity. There being no evidence that a separation of
property was agreed upon in the marriage settlements or that "XXX a) A civil action is one by which a party sues another for the
there has been decreed a judicial separation of property between enforcement or protection of a right, or the prevention or
them, the spouses are prohibited from entering (into) a contract redress of a wrong.
of sale;
"A civil action may either be ordinary or special. Both are
"2) The deed as sale cannot be likewise regarded as a valid government by the rules for ordinary civil actions, subject to
donation as it was equally prohibited by law under Article 133 of specific rules prescribed for a special civil action.
the New Civil Code;
"XXX
"3) Although the deed of sale cannot be regarded as such or as a
donation, it may however be regarded as an extension of "c) A special proceeding is a remedy by which a party seeks to
advance inheritance of Patricia Natcher being a compulsory heir establish a status, a right or a particular fact."
of the deceased."
As could be gleaned from the foregoing, there lies a marked distinction
On appeal, the Court of Appeals reversed and set aside the lower court's between an action and a special proceeding. An action is a formal
decision ratiocinating, inter alia: demand of one's right in a court of justice in the manner prescribed by
the court or by the law. It is the method of applying legal remedies
"It is the probate court that has exclusive jurisdiction to make a according to definite established rules. The term "special proceeding"
just and legal distribution of the estate. The court a quo, trying an may be defined as an application or proceeding to establish the status or
ordinary action for reconveyance / annulment of title, went right of a party, or a particular fact. Usually, in special proceedings, no
beyond its jurisdiction when it performed the acts proper only in formal pleadings are required unless the statute expressly so provides.
a special proceeding for the settlement of estate of a deceased In special proceedings, the remedy is granted generally upon an
person. XXX application or motion."9
"X X X Thus the court a quo erred in regarding the subject Citing American Jurisprudence, a noted authority in Remedial Law
property as advance inheritance. What the court should have expounds further:
done was merely to rule on the validity of (the) sale and leave
the issue on advancement to be resolved in a separate "It may accordingly be stated generally that actions include those
proceeding instituted for that purpose. XXX" proceedings which are instituted and prosecuted according to
the ordinary rules and provisions relating to actions at law or
suits in equity, and that special proceedings include those advancement made by the decedent Graciano Del Rosario to his wife,
proceedings which are not ordinary in this sense, but is herein petitioner Natcher.
instituted and prosecuted according to some special mode as in
the case of proceedings commenced without summons and At this point, the appellate court's disquisition is elucidating:
prosecuted without regular pleadings, which are characteristics
of ordinary actions. XXX A special proceeding must therefore be "Before a court can make a partition and distribution of the
in the nature of a distinct and independent proceeding for estate of a deceased, it must first settle the estate in a special
particular relief, such as may be instituted independently of a proceeding instituted for the purpose. In the case at hand, the
pending action, by petition or motion upon notice."10 court a quo determined the respective legitimes of the plaintiffs-
appellants and assigned the subject property owned by the
Applying these principles, an action for reconveyance and annulment of estate of the deceased to defendant-appellee without observing
title with damages is a civil action, whereas matters relating to the proper proceedings provided (for) by the Rules of Court.
settlement of the estate of a deceased person such as advancement of From the aforecited discussions, it is clear that trial courts trying
property made by the decedent, partake of the nature of a special an ordinary action cannot resolve to perform acts pertaining to a
proceeding, which concomitantly requires the application of specific special proceeding because it is subject to specific prescribed
rules as provided for in the Rules of Court. rules. Thus, the court a quo erred in regarding the subject
property as an advance inheritance."12
Clearly, matters which involve settlement and distribution of the estate
of the decedent fall within the exclusive province of the probate court in In resolving the case at bench, this Court is not unaware of our
the exercise of its limited jurisdiction. pronouncement in Coca vs. Borromeo13 and Mendoza vs. Teh14 that
whether a particular matter should be resolved by the Regional Trial
Thus, under Section 2, Rule 90 of the Rules of Court, questions as to Court (then Court of First Instance) in the exercise of its general
advancement made or alleged to have been made by the deceased to any jurisdiction or its limited probate jurisdiction is not a jurisdictional issue
heir may be heard and determined by the court having jurisdiction of but a mere question of procedure. In essence, it is procedural question
the estate proceedings; and the final order of the court thereon shall be involving a mode of practice "which may be waived".15
binding on the person raising the questions and on the heir.
Notwithstanding, we do not see any waiver on the part of herein private
While it may be true that the Rules used the word "may", it is respondents inasmuch as the six children of the decedent even assailed
nevertheless clear that the same provision11contemplates a probate the authority of the trail court, acting in its general jurisdiction, to rule
court when it speaks of the "court having jurisdiction of the estate on this specific issue of advancement made by the decedent to
proceedings". petitioner.
Corollarily, the Regional Trial Court in the instant case, acting in its Analogously, in a train of decisions, this Court has consistently
general jurisdiction, is devoid of authority to render an adjudication and enunciated the long standing principle that although generally, a probate
resolve the issue of advancement of the real property in favor of herein court may not decide a question of title or ownership, yet if the
petitioner Natcher, inasmuch as Civil Case No. 471075 for reconveyance interested parties are all heirs, or the question is one of collation or
and annulment of title with damages is not, to our mind, the proper advancement, or the parties consent to the assumption of jurisdiction
vehicle to thresh out said question. Moreover, under the present by the probate court and the rights of third parties are not impaired,
circumstances, the RTC of Manila, Branch 55 was not properly then the probate court is competent to decide the question of
constituted as a probate court so as to validly pass upon the question of ownership.16
Similarly in Mendoza vs. Teh, we had occasion to hold:
Of equal importance is that before any conclusion about the legal share
due to a compulsory heir may be reached, it is necessary that certain
steps be taken first.18 The net estate of the decedent must be ascertained,
by deducting all payable obligations and charges from the value of the
property owned by the deceased at the time of his death; then, all
donations subject to collation would be added to it. With the partible
estate thus determined, the legitime of the compulsory heir or heirs can
be established; and only thereafter can it be ascertained whether or not
a donation had prejudiced the legitimes.19
SO ORDERED.
FIRST DIVISION On November 21, 1970, the PROBATE COURT, upon motion of
QUEMADA and after an ex parte hearing, appointed him special
G.R. No. L-56340 June 24, 1983 administrator of the entire estate of PASTOR, SR., whether or not
covered or affected by the holographic will. He assumed office as such on
SPOUSES ALVARO PASTOR, JR. and MA. ELENA ACHAVAL DE December 4, 1970 after filing a bond of P 5,000.00.
PASTOR, petitioners,
vs. On December 7, 1970, QUEMADA as special administrator, instituted
THE COURT OF APPEALS, JUAN Y. REYES, JUDGE OF BRANCH I, against PASTOR, JR. and his wife an action for reconveyance of alleged
COURT OF FIRST INSTANCE OF CEBU and LEWELLYN BARLITO properties of the estate, which included the properties subject of the
QUEMADA, respondents. legacy and which were in the names of the spouses PASTOR, JR. and his
wife, Maria Elena Achaval de Pastor, who claimed to be the owners
Pelaez, Pelaez, & Pelaez Law Office for petitioners. thereof in their own rights, and not by inheritance. The action, docketed
as Civil Case No. 274-R, was filed with the Court of First Instance of Cebu,
Ceniza, Rama & Associates for private respondents. Branch IX.
On February 2, 1971, PASTOR, JR. and his sister SOFIA filed their
opposition to the petition for probate and the order appointing
PLANA, J.: QUEMADA as special administrator.
(c) That the Probate Order did not resolve the question of ownership of (b) So, also, as of the same date, there had been no prior definitive
the properties listed in the estate inventory was appropriate, determination of the assets of the estate of PASTOR, SR. There was an
considering that the issue of ownership was the very subject of inventory of his properties presumably prepared by the special
controversy in the reconveyance suit that was still pending in Branch IX administrator, but it does not appear that it was ever the subject of a
of the Court of First Instance of Cebu. hearing or that it was judicially approved. The reconveyance or recovery
of properties allegedly owned but not in the name of PASTOR, SR. was
(d) What, therefore, the Court of Appeals and, in effect, the Supreme still being litigated in another court.
Court affirmed en toto when they reviewed the Probable Order were
only the matters properly adjudged in the said Order. (c) There was no appropriate determination, much less payment, of the
debts of the decedent and his estate. Indeed, it was only in the Probate
(e) In an attempt to justify the issuance of the Order of execution dated Order of December 5, 1972 where the Probate Court ordered that-
August 20, 1980, the Probate Court in its Order of November 11, 1980
explained that the basis for its conclusion that the question of ownership ... a notice be issued and published pursuant to the
had been formally resolved by the Probate Order of 1972 are the provisions of Rule 86 of the Rules of Court, requiring all
findings in the latter Order that (1) during the lifetime of the decedent, persons having money claims against the decedent to file
he was receiving royalties from ATLAS; (2) he had resided in the them in the office of the Branch Clerk of this Court."
(d) Nor had the estate tax been determined and paid, or at least provided (b) The ordered payment of legacy would be violative of the rule
for, as of December 5, 1972. requiring prior liquidation of the estate of the deceased, i.e., the
determination of the assets of the estate and payment of all debts and
(e) The net assets of the estate not having been determined, the legitime expenses, before apportionment and distribution of the residue among
of the forced heirs in concrete figures could not be ascertained. the heirs and legatees. (Bernardo vs. Court of Appeals, 7 SCRA 367.)
(f) All the foregoing deficiencies considered, it was not possible to (c) Neither has the estate tax been paid on the estate of PASTOR, SR.
determine whether the legacy of QUEMADA - a fixed share in a specific Payment therefore of the legacy to QUEMADA would collide with the
property rather than an aliquot part of the entire net estate of the provision of the National Internal Revenue Code requiring payment of
deceased - would produce an impairment of the legitime of the estate tax before delivery to any beneficiary of his distributive share of
compulsory heirs. the estate (Section 107 [c])
(g) Finally, there actually was no determination of the intrinsic validity (d) The assailed order of execution was unauthorized, having been
of the will in other respects. It was obviously for this reason that as late issued purportedly under Rule 88, Section 6 of the Rules of Court which
as March 5, 1980 - more than 7 years after the Probate Order was issued reads:
the Probate Court scheduled on March 25, 1980 a hearing on
the intrinsic validity of the will. Sec. 6. Court to fix contributive shares where devisees,
legatees, or heirs have been in possession. —
3. Propriety of certiorari — Where devisees, legatees, or heirs have entered into
possession of portions of the estate before the debts and
Private respondent challenges the propriety of certiorari as a means to expenses have been settled and paid and have become
assail the validity of the disputed Order of execution. He contends that liable to contribute for the payment of such debts and
the error, if any, is one of judgment, not jurisdiction, and properly expenses, the court having jurisdiction of the estate may,
correctible only by appeal, not certiorari. by order for that purpose, after hearing, settle the
amount of their several liabilities, and order how much
Under the circumstances of the case at bar, the challenge must be and in what manner each person shall contribute, and
rejected. Grave abuse of discretion amounting to lack of jurisdiction is may issue execution as circumstances require.
much too evident in the actuations of the probate court to be overlooked
or condoned. The above provision clearly authorizes execution to enforce payment
of debts of estate. A legacy is not a debt of the estate; indeed, legatees are
(a) Without a final, authoritative adjudication of the issue as to what among those against whom execution is authorized to be issued.
properties compose the estate of PASTOR, SR. in the face of conflicting
claims made by heirs and a non-heir (MA. ELENA ACHAVAL DE PASTOR) ... there is merit in the petitioners' contention that the
involving properties not in the name of the decedent, and in the absence probate court generally cannot issue a writ of execution.
of a resolution on the intrinsic validity of the will here in question, there It is not supposed to issue a writ of execution because its
was no basis for the Probate Court to hold in its Probate Order of 1972, orders usually refer to the adjudication of claims against
which it did not, that private respondent is entitled to the payment of the the estate which the executor or administrator may
questioned legacy. Therefore, the Order of Execution of August 20, 1980 satisfy without the necessity of resorting to a writ of
and the subsequent implementing orders for the payment of execution. The probate court, as such, does not render
QUEMADA's legacy, in alleged implementation of the dispositive part of any judgment enforceable by execution.
the Probate Order of December 5, 1972, must fall for lack of basis.
The circumstances that the Rules of Court expressly execution which has ordered the immediate transfer and/or
specifies that the probate court may issue execution (a) garnishment of the royalties derived from mineral properties of which
to satisfy (debts of the estate out of) the contributive she is the duly registered owner and/or grantee together with her
shares of devisees, legatees and heirs in possession of the husband. She could not have intervened before the issuance of the
decedent's assets (Sec. 6. Rule 88), (b) to enforce assailed orders because she had no valid ground to intervene. The
payment of the expenses of partition (Sec. 3, Rule 90), matter of ownership over the properties subject of the execution was
and (c) to satisfy the costs when a person is cited for then still being litigated in another court in a reconveyance suit filed by
examination in probate proceedings (Sec. 13, Rule 142) the special administrator of the estate of PASTOR, SR.
may mean, under the rule of inclusion unius est exclusion
alterius, that those are the only instances when it can Likewise, at the time petitioner PASTOR, JR. Med the petition for
issue a writ of execution. (Vda. de Valera vs. Ofilada, 59 certiorari with the Court of Appeals, appeal was not available to him
SCRA 96, 108.) since his motion for reconsideration of the execution order was still
pending resolution by the Probate Court. But in the face of actual
(d) It is within a court's competence to order the execution of a final garnishment of their major source of income, petitioners could no longer
judgment; but to order the execution of a final order (which is not even wait for the resolution of their motion for reconsideration. They needed
meant to be executed) by reading into it terms that are not there and in prompt relief from the injurious effects of the execution order. Under the
utter disregard of existing rules and law, is manifest grave abuse of circumstances, recourse to certiorari was the feasible remedy.
discretion tantamount to lack of jurisdiction. Consequently, the rule that
certiorari may not be invoked to defeat the right of a prevailing party to WHEREFORE, the decision of the Court of Appeals in CA G.R. No. SP-
the execution of a valid and final judgment, is inapplicable. For when an 11373-R is reversed. The Order of execution issued by the probate Court
order of execution is issued with grave abuse of discretion or is at dated August 20, 1980, as well as all the Orders issued subsequent
variance with the judgment sought to be enforced (PVTA vs. Honorable thereto in alleged implementation of the Probate Order dated December
Gonzales, 92 SCRA 172), certiorari will lie to abate the order of 5, 1972, particularly the Orders dated November 11, 1980 and
execution. December 17, 1980, are hereby set aside; and this case is remanded to
the appropriate Regional Trial Court for proper proceedings, subject to
(e) Aside from the propriety of resorting to certiorari to assail an order the judgment to be rendered in Civil Case No. 274-R.
of execution which varies the terms of the judgment sought to be
executed or does not find support in the dispositive part of the latter, SO ORDERED.
there are circumstances in the instant case which justify the remedy
applied for.
The January 14, 2009 Order In its October 16, 2009 Decision,20 the CA reversed the assailed orders
of the RTC Br. 9, except as to the appointment of a special administrator
In its January 14, 2009 Order,15 the RTC-Br. 9 granted the motion of insofar as this relates to properties specifically belonging to the "Estate."
Marty and appointed the OIC Clerk of Court as special administrator of It held that Primrose had a personality separate and distinct from the
the Estate. The Probate Court also ordered Mercury Drug and Chowking estate of the decedent and that the probate court had no jurisdiction to
to deposit the rental income to the court and Metrobank to freeze the apply the doctrine of piercing the corporate veil.
bank accounts mentioned in the motion of Marty. The doctrine of
piercing the corporate veil was applied in the case considering that According to the CA, nowhere in the assailed orders of the probate court
Rosario had no other properties that comprised her estate other than was it stated that its determination of the title of the questioned
Primrose. According to the probate court, for the best interest of properties was only for the purpose of determining whether such
whoever would be adjudged as the legal heirs of the Estate, it was best to properties ought to be included in the inventory. When the probate
preserve the properties from dissipation. court applied the doctrine of "piercing," in effect, it adjudicated with
finality the ownership of the properties in favor of the Estate. The CA
On January 22, 2009, Remedios and Manuela filed their Motion for stated that RTC-Br. 9 had no jurisdiction to adjudicate ownership of a
Inhibition16 on the ground of their loss of trust and confidence in RTC- property claimed by another based on adverse title; and that questions
Br. 9 Presiding Judge Rogelio C. Sescon (Judge Sescon) to dispense like this must be submitted to a court of general jurisdiction and not to a
justice. Later, they also filed their Motion for Reconsideration Ad probate court.
Cautelam,17 dated February 3, 2009, arguing that Rosario's estate
consisted only of shares of stock in Primrose and not the corporation The CA added that assuming that the probate court's determination on
itself. Thus, the probate court could not order the lessees of the the issue of ownership was merely intended to be provisional, Marty's
corporation to remit the rentals to the Estate's administrator. With contentions still had no merit. The properties, which she claimed to be
regard to the appointment of a special administrator, Remedios and part of the estate of Rosario and over which she claimed co-ownership,
Manuela insisted that it be recalled. They claimed that if ever there was a comprised of real properties registered under the Torrens system. As
such, Primrose was considered the owner until the titles to those
properties were nullified in an appropriate ordinary action. The CA In its January 20, 2011 Order, the RTC-Br. 6 granted Marty's Omnibus
further stated that the RTC erroneously relied on the order issued by the Motion. Although it agreed with the October 16, 2009 CA Decision
CFI Leyte in 1981, in the probate proceedings involving the estate of reversing the January 14, 2009 Order of the RTC-Br. 9, nonetheless, it
Primo. Whatever determination the CFI made at the time regarding the acknowledged the urgency and necessity of appointing a special
title of the properties was merely provisional, hence, not conclusive as to administrator. According to the probate court, considering that there
the ownership. was clear evidence of a significant decrease of Rosario's shares in the
outstanding capital stock of Primrose,24 prudence dictated that an
By reason of the favorable decision by the CA, Remedios and Manuela inquiry into the validity of the transfers should be made. A final
filed their Motion to Partially Revoke the Writ of Execution Enforcing the determination of this matter would be outside the limited jurisdiction of
January 14, 2009 Order of the Honorable Court and Manifestation in the probate court, but it was likewise settled that the power to institute
Compliance with the October 21, 2009 Order (Ad Cautelam),21 dated an action for the recovery of a property claimed to be part of the estate
October 27, 2009. was normally lodged with the executor or administrator. Thus, the
probate court disposed:
In its Order,22 dated November 17, 2009, the RTC-Br. 6 partially granted
the motion as it revoked the power of the special administrator to WHEREFORE, for the reasons aforestated, and so as not to render moot
oversee the day-to-day operations of Primrose. It also revoked the order any action that the special administrator, or the regular administrator
with respect to Mercury Drug and Chowking, reasoning out that the said upon the latter's qualification and appointment, may deem appropriate
establishments dealt with Primrose, which had a personality distinct and to take on the matter (i.e. Whether or not to institute in the name of the
separate from the estate of the decedent. In the said order, Atty. Blanche estate the appropriate action for the recovery of the shares of stock), this
A. Sa1ino nominated by oppositors Marty and Edwin, was appointed Court hereby GRANTS Oppositor Marty's Omnibus Motion, dated
special administrator to oversee the day-to-day operations of the estate. September 24, 2010, and thus hereby:
The same order also upheld the January 14, 2009 Order, as to the
conduct and inventory of all the properties comprising the estate. 1. DIRECTS petitioners, either individually or jointly, to: (a) RENDER AN
ACCOUNTING of all the properties and assets comprising the estate of
This order was not questioned or appealed by the parties. the decedent that may have come into their possession; and, (b)
DEPOSIT OR CONSIGN all the rentals payments or such other passive
Omnibus Motion incomes from the properties and assets registered in the name of
Primrose Development Corporation, including all income derived from
On September 24, 2010, or almost ten (10) months after the November the Primrose Hotel and the lease contracts with Mercury Drug and
17, 2009 Order of the probate court was issued, Marty, together with her Chowking Restaurant, both within fifteen (15) days from receipt of this
new counsel, filed her Omnibus Motion,23 praying for the probate court Order;
to: 1) order Remedios and Manuela to render an accounting of all the
properties and assets comprising the estate of the decedent; 2) deposit 2. DIRECTS the Special Administrator to take possession and charge of
or consign all rental payments or other passive income derived from the the properties comprising the decedent's estate, specially those
properties comprising the estate; and 3) prohibit the disbursement of pertaining to the sharesholding of the decedent in Primrose
funds comprising the estate of the decedent without formal motion and Development Corporation, to determine whether or not action for the
approval by the probate court. recovery of the shares of stock supposedly transferred from the
decedent to petitioners Remedios Tiu, Manuela Azucena Mayor should
Ruling of the RTC-Br. 6 be instituted in the name of the estate against the said transferees and to
submit a Report on the foregoing matters to this Court, within fifteen
(15) days from receipt of this Order; and,
THE RULES OF COURT AND DECLARED THAT THERE WAS NO PROPER
3. ORDERS that no funds comprising the estate of the decedent shall be PROOF OF SERVICE BY REGISTERED MAIL.
disbursed without formal Motion therefor, with the conformity of the
Special Administrator, duly approved by this Court. II.
SO ORDERED. cralawlawlibrary25cralawred [Underscoring supplied] THE HONORABLE COURT OF APPEALS COMMITTED GROSS AND
The partial motion for reconsideration of the above order filed by REVERSIBLE ERROR IN THE APPLICATION OF LAW AND THE RULES
Remedios and Manuela was denied in the other assailed order of the WARRANTING REVIEW WHEN IT MISAPPLIED JURISPRUDENCE AND
RTC--Br. 6, dated June 10, 2011.26 RULE 65 AND IT HELD THAT PETITIONER MAYOR DID NOT COMPLY
WITH THE MATERIAL DATE RULE.
Dissatisfied, Remedios and Manuela availed of the special civil action of
certiorari under Rule 65, and filed a petition before the CA. III.
I. VI.
THE HONORABLE COURT OF APPEALS COMMITTED GROSS AND PETITIONERS HAVE GOOD CAUSE AND A MERITORIOUS CASE AGAINST
REVERSIBLE ERROR IN THE APPLICATION OF LAW AND THE RULES HEREIN RESPONDENTS AS PARAGRAPH 1(B) OF THE DISPOSITIVE
WARRANTING REVIEW WHEN IT MISAPPLIED SECTION 13, RULE 13 OF PORTION OF THE FIRST ASSAILED ORDER SHOULD HAVE BEEN
REVERSED BECAUSE IT OVERTURNS THE DECISION OF THE COURT OF
APPEALS DATED 16 OCTOBER 2009 WHICH HAS LONG BECOME FINAL of the CA already held that Primrose had a personality separate and
AND EXECUTORY.28 distinct from the estate of decedent Rosario.
Petitioner Manuela argued that:
1) Meanwhile, in his Manifestation,37 dated May 29, 2013, Edwin affirmed
There was actual compliance with Section 13, Rule 13 of the Rules of that he and Manuela decided to patch up their differences and agreed to
Court. The CA petition was accompanied by a notarized affidavit of settle amicably. Accordingly, he manifested that he was withdrawing
service and filing of registered mail. At the time the petition was filed, from the case pursuant to their agreement.
this was the best evidence of the service. The other registry receipts for
the other parties were also attached to the petition. Further, the On June 18, 2014, Manuela filed her Motion for Issuance of Temporary
available registry return card was furnished the CA in the motion for Restraining Order and Writ of Preliminary Injunction38 on the ground
reconsideration.29 that a flurry of orders had been issued by the RTC-Br. 6 in the
2) implementation of the assailed January 20, 2011 Order, such as the
The failure of the petition to comply with the rule on a statement of Order,39 dated May 27, 2013, wherein the probate court vaguely
material dates could be excused because the dates were evident from the ordered "the inventory of the exact extent of the 'decedent's estate.'"
records.30 Then another order was issued appointing an auditing firm to conduct
3) an inventory/audit of the Estate including the rentals and earnings
The petitioner went to the RTC of Tacloban to secure certified true derived from the lease of Mercury Drug and Chowking Restaurant, as
copies of the assailed orders. Only the stamped name of the Clerk of tenants of Primrose.40 According to petitioner Manuela, although an
Court, however, appeared thereon, because the particular branch had no inventory of the assets of the decedent was proper, the probate court
stamp pad which had the phrase for certification. The branch did not ordered an inventory of the assets of Primrose, a separate and distinct
even have a typewriter in order to affix the phrase on the copies. These entity. Manuela asserts that it was clearly in error.
inadequacies could not be attributed to the petitioners.31
4) In her Supplement to the Motion for Issuance of Temporary Restraining
The lack of information pertaining to the notary public in the verification Order and Writ of Preliminary Injunction,41 dated June 17, 2013,
and certification against forum-shopping should not invalidate the same Manuela informed the Court that the inventory and accounting of
because, again, it was not attributable to the parties.32 Primrose would already commence on June 19, 2013.
5)
Technicalities should never be used to defeat the substantive rights of a Marty filed her Opposition,42 dated July 3, 2013, stating that the petition
party.33 of Manuela had been rendered moot and academic as the probate court
In its January 23, 2013 Resolution34 the Court ordered the respondents had declared her as the sole heir of Rosario and appointed her
to file their respective comments. Marty, in her Comment, insisted that administrator of the estate. She argued that an injunctive relief would
the petitioner failed to comply with the procedural requirements as work injustice to the estate because of the total assimilation by
stated by the CA.35 petitioner of the shareholdings of the decedent in Primrose and her
share in the corporation's income corresponding to her shareholdings.
In her Reply to Comment,36 petitioner Manuela clarified that the
affidavit of service was executed on August 31, 2011, which was after the Finding that the requisites for preliminary injunctive relief were
petition was signed by the lawyers and after it was verified by the present,43 the Court issued the TRO44 in favor of Manuela on October
petitioner herself. After contesting Marty's arguments on the alleged 14, 2013. At the outset, the Court was convinced that the rights of
procedural infirmities of the petitions with the CA and this Court, Primrose sought to be protected by the grant of injunctive relief were
Manuela asserted that the final and executory October 16, 2009 Decision material and substantial and the TRO was issued in order to prevent any
irreparable damage to a corporate entity that could arise from the decedent was not the absolute owner of Primrose but only an owner of
conduct of an accounting by the court-appointed inventory. shares thereof. Mere ownership by a single stockholder or by another
corporation of all or nearly all of the capital stocks of a corporation is not
The Court's Ruling of itself a sufficient reason for disregarding the fiction of separate
corporate personalities.49 Moreover, to disregard the separate juridical
The Court now resolves the subject case by the issuance of a permanent personality of a corporation, the wrongdoing cannot be presumed, but
injunction, as prayed for by petitioner Manuela. This position is must be clearly and convincingly established.50
supported by law and jurisprudence, as follows:
Third. A probate court is not without limits in the determination of the
First. Artificial persons include (1) a collection or succession of natural scope of property covered in probate proceedings. In a litany of cases,
persons forming a corporation; and (2) a collection of property to which the Court had defined the parameters by which a probate court may
the law attributes the capacity of having rights and duties. This class of extend its probing arms in the determination of the question of title in
artificial persons is recognized only to a limited extent in our law. probate proceedings. In Pastor, Jr. vs. Court of Appeals,51 the Court
Example is the estate of a bankrupt or deceased person.45 From this explained that, as a rule, the question of ownership was an extraneous
pronouncement, it can be gleaned that the estate of the deceased person matter which the probate court could not resolve with finality. Thus, for
is a juridical person separate and distinct from the person of the the purpose of determining whether a certain property should, or should
decedent and any other corporation. This status of an estate comes not, be included in the inventory of estate properties, the probate court
about by operation of law. This is in consonance with the basic tenet may pass upon the title thereto, but such determination is provisional,
under corporation law that a corporation has a separate personality not conclusive, and is subject to the final decision in a separate action to
distinct from its stockholders and from other corporations to which it resolve title. It is a well-settled rule that a probate court or one in charge
may be connected.46 of proceedings, whether testate or intestate, cannot adjudicate or
determine title to properties claimed to be part of the estate but which
Second. The doctrine of piercing the corporate veil has no relevant are equally claimed to belong to outside parties. It can only determine
application in this case. Under this doctrine, the court looks at the whether they should, or should not, be included in the inventory or list
corporation as a mere collection of individuals or an aggregation of of properties to be overseen by the administrator. If there is no dispute,
persons undertaking business as a group, disregarding the separate well and good; but if there is, then the parties, the administrator and the
juridical personality of the corporation unifying the group. Another opposing parties have to resort to an ordinary action for a final
formulation of this doctrine is that when two business enterprises are determination of the conflicting claims of title because the probate court
owned, conducted and controlled by the same parties, both law and cannot do so.52
equity will, when necessary to protect the rights of third parties,
disregard the legal fiction that two corporations are distinct entities and In this case, respondent Marty argues that the subject properties and the
treat them as identical or as one and the same.47 The purpose behind parcel of land on which these were erected should be included in the
piercing a corporation's identity is to remove the barrier between the inventory of Rosario's estate. More so, the arrears from the rental of
corporation and the persons comprising it to thwart the fraudulent and these properties were later on ordered to be remitted to the
illegal schemes of those who use the corporate personality as a shield for administrator of the estate grounded on the allegation that Rosario had
undertaking certain proscribed activities.48 no other properties other than her interests in Primrose. To the Court's
mind, this holding of the probate court was in utter disregard of the
Here, instead of holding the decedent's interest in the corporation undisputed fact the subject land is registered under the Torrens system
separately as a stockholder, the situation was reversed. Instead, the in the name of Primrose, a third person who may be prejudiced by the
probate court ordered the lessees of the corporation to remit rentals to orders of the probate court. In Valera vs. Inserto:53 the Court stated:
the estate's administrator without taking note of the fact that the
x x x, settled is the rule that a Court of First Instance (now Regional Trial In Cuizon vs. Ramolete,57 the property subject of the controversy was
Court), acting as a probate court, exercises but limited jurisdiction, and duly registered under the Torrens system. To this, Court categorically
thus has no power to take cognizance of and determine the issue of title stated:
to property claimed by a third person adversely to the decedent, unless Having been apprised of the fact that the property in question was in the
the claimant and all the other parties having legal interest in the possession of third parties and more important, covered by a transfer
property consent, expressly or impliedly, to the submission of the certificate of title issued in the name of such third parties, the
question to the probate court for adjudgment, or the interests of third respondent court should have denied the motion of the respondent
persons are not thereby prejudiced, the reason for the exception being administrator and excluded the property in question from the inventory
that the question of whether or not a particular matter should be of the property of the estate. It had no authority to deprive such third
resolved by the Court in the exercise of its general jurisdiction or of its persons of their possession and ownership of the property.58 x x x
limited jurisdiction as a special court (e.g. probate, land registration, [Emphasis and underscoring supplied]
etc.), is in reality not a jurisdictional but in essence of procedural one, A perusal of the records of this case would show that that no compelling
involving a mode of practice which may be waived. evidence was ever presented to substantiate the position of Marty that
Rosario and Primrose were one and the same, justifying the inclusion of
xxxx the latter's properties in the inventory of the decedent's properties. This
has remained a vacant assertion. At most, what Rosario owned were
x x x These considerations assume greater cogency where, as here, the shares of stock in Primrose. In turn, this boldly underscores the fact that
Torrens title to the property is not in the decedent's names but in others, Primrose is a separate and distinct personality from the estate of the
a situation on which this Court has already had occasion to rule.54 decedent. Inasmuch as the real properties included in the inventory of
[Emphasis and underscoring supplied] the estate of Rosario are in the possession of, and are registered in the
Thus, the probate court should have recognized the incontestability name of, Primrose, Marty's claims are bereft of any logical reason and
accorded to the Torrens title of Primrose over Marty's arguments of conclusion to pierce the veil of corporate fiction.
possible dissipation of properties. In fact, in the given setting, even
evidence purporting to support a claim of ownership has to yield to the Fourth. The probate court in this case has not acquired jurisdiction over
incontestability of a Torrens title, until after the same has been set aside Primrose and its properties. Piercing the veil of corporate entity applies
in the manner indicated in the law itself. In other words, the existence of to determination of liability not of jurisdiction; it is basically applied only
a Torrens title may not be discounted as a mere incident in special to determine established liability. It is not available to confer on the
proceedings for the settlement of the estate of deceased persons. Put court a jurisdiction it has not acquired, in the first place, over a party not
clearly, if a property covered by Torrens title is involved, "the impleaded in a case.59 This is so because the doctrine of piercing the veil
presumptive conclusiveness of such title should be given due weight, of corporate fiction comes to play only during the trial of the case after
and in the absence of strong compelling evidence to the contrary, the the court has already acquired jurisdiction over the corporation. Hence,
holder thereof should be considered as the owner of the property in before this doctrine can be even applied, based on the evidence
controversy until his title is nullified or modified in an appropriate presented, it is imperative that the court must first have jurisdiction
ordinary action, particularly, when as in the case at bar, possession of over the corporation.60
the property itself is in the persons named in the title."55
Hence, a corporation not impleaded in a suit cannot be subject to the
Additionally, Presidential Decree (P.D.) No. 152956 proscribes a court's process of piercing the veil of its corporate fiction. Resultantly,
collateral attack on a Torrens title: any proceedings taken against the corporation and its properties would
Sec. 48. Certificate not subject to collateral attack. - A certificate of title infringe on its right to due process.
shall not be subject to collateral attack. It cannot be altered, modified or
cancelled except in a direct proceeding in accordance with law.
In the case at bench, the probate court applied the doctrine of piercing
the corporate veil ratiocinating that Rosario had no other properties that
comprise her estate other than her shares in Primrose. Although the
probate court's intention to protect the decedent's shares of stock in
Primrose from dissipation is laudable, it is still.an error to order the
corporation's tenants to remit their rental payments to the estate of
Rosario.
SO ORDERED.
SECOND DIVISION On 26 January 1999, by agreement of the parties in the
proceedings a quo, petitioner Valarao and respondent Diaz were
appointed joint administrators of the estate of Felicidad C. Pascual. On 8
February 2000, RTC-Br. 260 of Paraaque City rendered a Decision which
[G.R. No. 150164. November 26, 2002] dismissed SP No. 98-0124, denying probate of the alleged holographic
will of the decedent and giving due course to the intestate settlement of
the estate.[2] On 22 March 2000 respondent Pascual appealed
the Decision to the Court of Appeals by notice of appeal.
GLORIOSA V. VALARAO, petitioner, vs. CONRADO C. PASCUAL and
MANUEL C. DIAZ,[1] respondents. On 2 May 2000, in view of the appeal taken from the disallowance of
the holographic will, petitioner Valarao moved in the probate court for
DECISION her appointment as special administratrix of the estate. On 9 May 2000
respondent Diaz also asked for his designation as special co-
BELLOSILLO, J.: administrator of the estate alongside petitioner. On 10 May 2000 the
motions were heard wherein petitioner opposed the request of
FELICIDAD C. PASCUAL died at seventy-one (71) years, femme respondent Diaz on the ground that he had allegedly neglected his
sole, leaving a substantial inheritance for her querulous collateral previous assignment as co-administrator of the estate.
relatives who all appear disagreeable to any sensible partition of their
windfall. On 7 June 2000 the probate court issued an Order appointing
petitioner Valarao as special administratrix based on this observation -
To divide the disputed estate are five (5) groups of legal heirs which
include respondents Conrado C. Pascual, a brother of the deceased, and Weighing the pros and cons of the situation, considering the unanimity
Manuel C. Diaz, a nephew, son of her sister Carmen P. Diaz, and of choice by the heirs, of Mrs. Valarao as special administratrix, and the
petitioner Gloriosa V. Valarao who is the decedent's niece. The vigorous objection to Mr. Diaz as co-administrator, not to mention the
bloodlines marking the groups of heirs are: (a) the legitimate children of fact that the heirs on the side of Mrs. Valarao represent a numerical
her late sister Leoncia P. Villanueva, including petitioner Gloriosa V. majority of the legal heirs of the deceased, the Court believes that it will
Valarao; (b) the legitimate children of her late sister Carmen P. Diaz be to the best interest of the estate and the heirs themselves if Mrs.
including respondent Manuel C. Diaz; (c) the legitimate children of her Gloriosa Valarao is appointed special administratrix.[3]
late brother Macario Pascual; (d) the legitimate children of her late sister
Milagros P. de Leon; and, (e) the decedent's surviving sister Augustia C. On 29 June 2000 the probate court approved petitioner's bond
Pascual and brothers Leonardo C. Pascual and Conrado C. Pascual, the of P500,000.00, and on 6 July 2000 she took her oath of office as special
latter being one of respondents herein. administratrix.
On 27 May 1998 petitioner Gloriosa V. Valarao initiated before the On 19 July 2000 respondent Diaz moved for reconsideration of his
Regional Trial Court of Paraaque City special proceedings docketed as SP rejection as special co-administrator of the estate. He contested the
No. 98-061 for the issuance of letters of administration in her favor over allegation of petitioner Valarao that he had been remiss in his duties as
the estate of Felicidad C. Pascual. On 29 September 1998 respondent co-administrator. He cited as examples of his services the collection of
Conrado C. Pascual and some of his co-heirs, including respondent Diaz, rentals for properties included in the estate, the payment of estate taxes
filed with the same probate court a petition for probate, docketed as SP and the deposit of about P4,000,000.00 in a joint bank account held in
No. 98-0124, of an alleged holographic will of Felicidad C. Pascual. The trust for the estate by him and petitioner as co-
two (2) special proceedings were consolidated. administrators. Respondent Diaz further alleged that justice and equity
demanded that his group of heirs be also represented in the
management of the estate.
On the other hand, petitioner reiterated the alleged uncooperative On 15 May 2001 the probate court upon motion cited respondents
conduct of respondent Diaz in discharging his tasks as co-administrator, for indirect contempt of court for refusing to turn over to petitioner
and at the same time moved that he and his group of sympathetic heirs Valarao documents covering properties belonging to the estate and
be compelled to surrender to her as special administratrix the books and ordered them arrested until compliance with the order to hand over the
records of a corporation where the estate owned substantial interests. documents. The warrant of arrest was subsequently lifted by the probate
court after respondents promised to deliver the documents.
On 11 September 2000 the probate court denied the motion for
reconsideration and ordered respondent Diaz and all the heirs to respect On 13 June 2001 respondents filed their supplemental petition for
the authority of petitioner Valarao as special administratrix, especially certiorari in CA-G.R. SP No. 61193 seeking permanent injunction against
by furnishing her with copies of documents pertinent to the properties the enforcement of the Orders of 7 June 2000 and 11 September 2000
comprising the estate. Anent the charges of nonfeasance in his tasks as also as they mandated the turn over of documents to petitioner Valarao.
co-administrator, the probate court found -
On 28 September 2001 the Court of Appeals promulgated
its Decision reversing and setting aside the Order of 7 June 2000 of RTC-
x x x [respondent] Diaz has not disputed these charges beyond making a
Br. 260, Paraaque City, appointing petitioner Valarao as lone special
mere general denial, stating that he had been diligent and regular in the
administratrix although the fallo of the CA Decision was silent on
performance of his duties when he was still the estates co-
whether the probate court should also appoint respondent Diaz as
administrator. Considering the allegations of both Manuel Diaz and
special co-administrator of the estate of Felicidad C. Pascual.[5] The
Gloriosa Valarao and assessing the circumstances surrounding the case,
appellate court explained that since the heirs were divided into two (2)
this Court is of the considered view that the best interest of the estate
scrappy factions, justice and equity demanded that both factions be
will be best protected if only one administrator is appointed for, in that
represented in the management of the estate of the deceased,
way, conflicting interests which might work to the detriment of the
citing Matias v. Gonzales,[6] Corona v. Court of Appeals,[7] and Vda. de
estate may be avoided.[4]
Dayrit v. Ramolete.[8] Hence, this petition for review on certiorari.
On 25 September 2000 respondents Pascual and Diaz along with Petitioner Valarao claims that the probate court did not commit
other heirs moved for reconsideration of the 11 September grave abuse of discretion when it rejected the application of respondent
2000 Order on the ground that petitioner Valarao as special Diaz for appointment as special co-administrator of the estate because of
administratrix was not authorized to dispossess the heirs of their his indubitable uncooperative attitude towards effective administration
rightful custody of properties in the absence of proof that the same of the estate. She also argues that diverse interests among different
properties were being dissipated by them, and that the possessory right groups of heirs do not give each of them the absolute right to secure the
of petitioner as special administratrix had already been exercised by her appointment of a co-administrator from within their ranks since it
"constructively" when the heirs on her side took possession of the estate remains the discretion of the probate court to designate the
supposedly in her behalf. Respondents further alleged that the motion administrators of an estate. She further asserts that as special
was pending resolution by the probate court. administratrix of the estate she possesses the authority to demand the
surrender of documents pertinent to the estate insofar as necessary to
On 10 October 2000, while the motion for reconsideration was fulfill her mandate.
pending resolution, respondents filed a petition for certiorari under Rule
65 of the 1997 Rules of Civil Procedure with the Court of Appeals, On 26 February 2002 respondents filed their Comment on the
docketed as CA-G.R. SP No. 61193, to reverse and set aside petition alleging the absence of special reasons to justify a review of the
the Orders dated 7 June 2000 and 11 September 2000 insofar as the assailed Decision and of the partiality of the trial judge in favor of
probate court appointed only petitioner Valarao as special petitioner.
administratrix, and to order the appointment of respondent Diaz as
We grant the petition. To begin with, the probate court had ample
special co-administrator of the estate.
jurisdiction to appoint petitioner Valarao as special administratrix and
to assist her in the discharge of her functions, even after respondents the applicant's status as the universal heir and executrix designated in
had filed a notice of appeal from the Decision disallowing probate of the the will, which we considered to be a "special interest" deserving
holographic will of Felicidad C. Pascual. This is because the appeal is one protection during the pendency of the appeal. Quite significantly, since
where multiple appeals are allowed and a record on appeal is the lower court in Matias had already deemed it best to appoint more
required.[9] In this mode of appeal, the probate court loses jurisdiction than one special administrator, we found grave abuse of discretion in the
only over the subject matter of the appeal but retains jurisdiction over act of the lower court in ignoring the applicant's distinctive status in the
the special proceeding from which the appeal was taken for purposes of selection of another special administrator.
further remedies which the parties may avail of, including the
In Corona we gave "highest consideration" to the "executrix's choice
appointment of a special administrator.[10]
of Special Administrator, considering her own inability to serve and the
Moreover, there is nothing whimsical nor capricious in the action of wide latitude of discretion given her by the testatrix in her will,"[16] for
the probate court not to appoint respondent Diaz as special co- this Court to compel her appointment as special co-administrator. It is
administrator since the Orders of 7 June 2000 and 11 September 2000 also manifest from the decision in Corona that the presence of conflicting
clearly stipulate the grounds for the rejection. The records also manifest interests among the heirs therein was not per se the key factor in the
that the probate court weighed the evidence of the applicants for special designation of a second special administrator as this fact was taken into
administrator before concluding not to designate respondent Diaz account only to disregard or, in the words of Corona, to"overshadow" the
because the latter was found to have been remiss in his previous duty as objections to the appointment on grounds of "impracticality and lack of
co-administrator of the estate in the early part of his kinship."[17]
administration.Verily, the process of decision-making observed by the
Finally in Vda. de Dayrit we justified the designation of the wife of
probate court evinces reason, equity, justice and legal principle
the decedent as special co-administrator because it was "our considered
unmistakably opposite the core of abusive discretion correctible by the
opinion that inasmuch as petitioner-wife owns one-half of the conjugal
special civil action of certiorari under which the appellate court was
properties and that she, too, is a compulsory heir of her husband, to
bound to act. Finally, the extraordinary writ does not operate to reverse
deprive her of any hand in the administration of the estate prior to the
factual findings where evidence was assessed in the ordinary course of
probate of the will would be unfair to her proprietary interests."[18] The
the proceedings since perceived errors in the appreciation of evidence
special status of a surviving spouse in the special administration of an
do not embroil jurisdictional issues.[11]
estate was also emphasized in Fule v. Court of Appeals[19] where we held
Respondents cannot take comfort in the cases of Matias v. that the widow would have more interest than any other next of kin in
Gonzales,[12] Corona v. Court of Appeals[13] and Vda. de Dayrit v. the proper administration of the entire estate since she possesses not
Ramolete,[14] cited in the assailed Decision. Contrary to their claim, these only the right of succession over a portion of the exclusive property of
cases do not establish an absolute right demandable from the probate the decedent but also a share in the conjugal partnership for which the
court to appoint special co-administrators who would represent the good or bad administration of the estate may affect not just the fruits but
respective interests of squabbling heirs. Rather, the cases constitute more critically the naked ownership thereof. And in Gabriel v. Court of
precedents for the authority of the probate court to designate not just Appeals[20] we recognized the distinctive status of a surviving spouse
one but also two or more special co-administrators for a single applying as regular administrator of the deceased spouse's estate when
estate.Now whether the probate court exercises such prerogative when we counseled the probate court that "there must be a very strong case to
the heirs are fighting among themselves is a matter left entirely to its justify the exclusion of the widow from the administration."
sound discretion.[15]
Clearly, the selection of a special co-administrator
Furthermore, the cases of Matias, Corona and Vda. de Dayrit hinge in Matias, Corona and Vda. de Dayrit was based upon the independent
upon factual circumstances other than the incompatible interests of the proprietary interests and moral circumstances of the appointee that
heirs which are glaringly absent from the instant case. In Matias this were not necessarily related to the demand for representation being
Court ordered the appointment of a special co-administrator because of repeatedly urged by respondents.
We also rule that the probate court in issuing the Order of 11 excludes the possessory right over the same properties inherent in the
September 2000 did not err in commanding respondents to turn over all mandate of a special administrator.
documents pertinent to the estate under special administration and in
The language of Sec. 2, Rule 80 of the Rules of Court, also
enforcing such order by means of contempt of court. The powers of a
unmistakably gives a special administrator the discretion to take actual
special administrator are plainly delineated in Sec. 2, Rule 80 of the Rules
custody of the properties of the estate for the purpose of preserving
of Court, vesting upon him the authority to "take possession and charge
them for regular administration. This appreciation of the powers of a
of the goods, chattels, rights, credits and estate of the deceased and
special administrator is fairly evident from the combination of the
preserve the same for the executor or administrator afterwards
words "possession" and "charge" in Sec. 2, so much so that even if we
appointed x x x x"
have to concede that "possession" means only the fictitious custody of a
Contrary to respondents' assertion, there is nothing in Sec. 2 thing as respondents suggest, the word "charge," i.e., the commitment of
requiring a special administrator to take possession of the estate only a thing to the care and custody of another,[23] would emphasize the
upon a prior finding that the heirs have been wasting properties of the requirement of actual possession of the properties of the estate
estate which are in their possession. The law explicitly authorizes him to whenever vital according to the discretion of the special
take possession of the properties in whatever state they are, provided he administrator. When taken together, the words "possession" and
does so to preserve them for the regular administrator appointed "charge" serve to highlight the fact that a special administrator must be
afterwards. Clearly, the special administrator enjoys not merely able to subject the properties of the estate to his control and
subsidiary possession to be carried out when the heirs dissipate the management when in his good judgment such action is needed. Indeed,
properties but the primary and independent discretion of keeping them this understanding of the possessory right of a special administrator is
so they may be preserved for regular administration. indispensable in fulfilling his mandate to preserve the properties of the
estate until a regular administrator is designated, for fiction and illusion
Moreover, respondents cannot deprive the special administratrix of
cannot stand in place of the concrete and tangible exercise of possession
access to and custody of essential documents by arguing that their
if he is to function effectively.
possession thereof allegedly in behalf of petitioner is already the
equivalent of "constructive possession" which constitutes full compliance Finally, respondents cannot disobey the reasonable exercise of the
with the possessory powers of petitioner as special administratrix under authority of a special administrator on the dubious ground that the
Sec. 2 of Rule 80.Contrary to what respondents seem to understand by order appointing petitioner Valarao as special administratrix had not in
"constructive possession," the right of possession whether characterized the meantime become final and executory because of a pending motion
as actual or constructive invariably empowers the special administrator for reconsideration filed by them. The fallacy of this reasoning is
with the discretion at any time to exercise dominion or control over the apparent, for an interlocutory order is not instantly appealable and
properties and documents comprising the estate.[21] Hence, even if we therefore there is no period nor action to suspend or interrupt by a
are to give credence to the theory that petitioner also has "constructive motion for reconsideration;[24] it is even well settled that a special civil
possession" of the documents alongside respondents' actual possession action for certiorari does not suspend the immediate enforceability of an
thereof, respondents would nonetheless be under the obligation to turn interlocutory order absent a temporary restraining order or an
them over whenever the special administratrix requires their actual injunction.[25] In the same manner, the appointment of a special
delivery. administrator being an interlocutory order is not interrupted by a
motion for reconsideration and thus must be obeyed as the proceedings
In any event, as we have held in De Guzman v. Guadiz,[22] the
in the probate court progress.[26] The ruling in PAFLU v.
partisan possession exercised by litigants over properties of the estate
Salvador[27] reiterated in Republic Commodities Corporation v. Oca[28] is
differs greatly from the neutral possession of a special administrator
enlightening -
under the Rules of Court. Quite obviously, with this distinction, the
possession of portions of the estate by respondents as heirs necessarily
[The] refusal to accord due respect and yield obedience to what a court SO ORDERED.
or administrative tribunal ordains is fraught with such grave
consequences x x x x If such a conduct were not condemned, some other
group or groups emboldened by the absence of any reproof or
disapproval may conduct themselves similarly. The injury to the rule of
law may well-nigh be irreparable x x x x When judicial or quasi-judicial
tribunals speak, what they decree must be obeyed; what they ordain
must be followed. A party dissatisfied may ask for reconsideration and, if
denied, may go on to higher tribunal. As long as the orders stand
unmodified, however, they must, even if susceptible to well-founded
doubts on jurisdictional grounds be faithfully complied with.