1) Audrey O'Neill, an American citizen who lived in the Philippines for 30 years, died leaving a will that bequeathed her entire estate to her husband Richard. Richard later died leaving a will that bequeathed his entire estate to respondent Candelaria Guersey-Dalaygon, except for shares in a company which were left to their adopted daughter.
2) As ancillary administrator of Audrey's estate, petitioner filed a motion to distribute 3/4 of the estate to Richard and 1/4 to their daughter, contrary to Maryland law which provides that a legacy passes the testator's entire interest in the bequeathed property.
3) The Court ruled that petitioner bre
1) Audrey O'Neill, an American citizen who lived in the Philippines for 30 years, died leaving a will that bequeathed her entire estate to her husband Richard. Richard later died leaving a will that bequeathed his entire estate to respondent Candelaria Guersey-Dalaygon, except for shares in a company which were left to their adopted daughter.
2) As ancillary administrator of Audrey's estate, petitioner filed a motion to distribute 3/4 of the estate to Richard and 1/4 to their daughter, contrary to Maryland law which provides that a legacy passes the testator's entire interest in the bequeathed property.
3) The Court ruled that petitioner bre
1) Audrey O'Neill, an American citizen who lived in the Philippines for 30 years, died leaving a will that bequeathed her entire estate to her husband Richard. Richard later died leaving a will that bequeathed his entire estate to respondent Candelaria Guersey-Dalaygon, except for shares in a company which were left to their adopted daughter.
2) As ancillary administrator of Audrey's estate, petitioner filed a motion to distribute 3/4 of the estate to Richard and 1/4 to their daughter, contrary to Maryland law which provides that a legacy passes the testator's entire interest in the bequeathed property.
3) The Court ruled that petitioner bre
then Court of First Instance of Rizal. As administrator of
ANCHETA vs GUERSEY-DALAYGON Audrey’s estate in the Philippines, petitioner filed an G.R. No. 139868, June 08, 2006 inventory and appraisal of Audrey’s properties. Ponente: AUSTRIA-MARTINEZ, J. On July 20, 1984, Richard died, leaving a will, wherein Digest by: MARGALLO he bequeathed his entire estate to respondent, save for his rights and interests over the A/G Interiors, Inc. TOPIC: Reprobate shares, which he left to Kyle.
DOCTRINE: The will was also admitted to probate by the Orphan’s
In relation to Section 4, Rule 77: In defending his actions in Court of Ann Arundel, Maryland, U.S.A, and James N. the light of the foregoing principle, however, it appears that Phillips was likewise appointed as executor, who in the defendant lost sight of the fact that his primary turn, designated Atty. William Quasha or any member responsibility as ancillary administrator was to distribute the of the Quasha Asperilla Ancheta Pena & Nolasco Law subject estate in accordance with the will of Audrey O'Neill Offices, as ancillary administrator. Guersey. Considering the principle established under Article On October 19, 1987, petitioner filed in Special 16 of the Civil Code of the Philippines, as well as the Proceeding No.9625 before the Makati RTC, a motion to citizenship and the avowed domicile of the decedent, it goes declare Richard and Kyle as heirs of Aubrey and without saying that the defendant was also duty-bound to apportioned to them ¾ and ¼ of all the estate, prove the pertinent laws of Maryland on the matter. respectively. This motion and project of partition was granted and approved by the trial court in its Order FACTS: dated February 12, 1988. This was opposed by respondent on the ground that Spouses Audrey O’Neil and W. Richard Guersey were under the law of the State of Maryland, “a legacy American Citizens with an adopted daughter named passes to the legatee the entire interest of the testator Kylie Guersey Hill, and have lived in the Philippines for in the property subject of the legacy.” Respondent 30 years. Audrey died leaving a will bequeathing her argued that since Audrey devised her entire estate to entire estate to Richard, who was also designated as Richard, then it should be wholly adjudicated to him executor. and not merely ¾ thereof, and since Richard left his The will was admitted probate before the Orphan’s entire estate to the respondent, except for the A/G Court of Baltimore, Mary Land, U.S.A. which named Interior Inc. shares, then the entire property should James N. Philips as executor due to Richard’s now pertain to respondent. renunciation of his appointment. Atty. Alonzo Q. The Court of Appeals annulled the trial court’s Orders Ancheta, herein petitioner, of the Quasha Asperilla in Speacial Proceeding No. 9625 and later denied the Ancheta Pena & Nolasco Law offices was likewise appeal of the petitioner, thus the petition for review on designated by the court as ancillary administrator. certiorari. In 1981 Richard married herein respondent Candelaria Guersey-Dalaygon with whom he has two children. Subsequently, Audrey’s will was admitted probate by (GO2) 2018 - 2019 [ ] 2
ISSUE/S:
Whether or not the petitioner willfully breached his fiduciary
duty when he disregarded the laws of the State of Maryland on the distribution of Audrey’s estate in accordance with her will?
HELD:
Well-intentioned though it may be, defendant Alonzo
H. Ancheta’s action appears to have breached his duties and responsibilities as ancillary administrator of the subject estate. While such breach of duty admittedly cannot be considered extrinsic fraud under ordinary circumstances, the fiduciary nature of the said defendant’s position, as well as the resultant frustration of the decedent’s last will, combine to create a circumstance that is tantamount to extrinsic fraud. Defendant Alonzo H. Ancheta’s omission to prove the national laws of the decedent and to follow the latter’s last will, in sum, resulted in the procurement of the subject orders without a fair submission of the real issues involved in the case.
DISPOSITIVE PORTION / RULING:
WHEREFORE, the petition is denied. The Decision dated
March 18, 1999 and the Resolution dated August 27, 1999 of the Court of Appeals are AFFIRMED. Petitioner is ADMONISHED to be more circumspect in the performance of his duties as an official of the court.