LEODEGARIA VILLANUEVA. ELISA CUISON, ET AL., petitioners-appellants, vs. NICOLAS VILLANUEVA, ET AL., oppositors-appellees. FLAVIANO LACSON, judicial administrator. [G.R. No. L-3932
February 29, 1952]
Hilado and Hilado for appellants.
Parreo, Parreo, and Carreon for appellees. Hizon and Arboleda for petitioner Manuel Cuison. Paras, C.J., Pablo, Bengzon, Padilla, Reyes, Jugo and Bautista Angelo, JJ., concur. NATURE OF THE CASE: Appeal of the Order dated 2/18/1950 of the trial court (Judge Enriquez) FACTS: MONTEMAYOR, J.:
On February 14, 1939, Manuel Cuison filed in the
CFI of Negros Occidental a petition for the probate of the last will and testament of Leodegaria Villanueva who died on December 14, 1938 (exhibit "A"). The heirs instituted in said will were Reynaldo Cuison (nephew) and 6 minor children Maria Dolores, Hernando, Leonardo, Angel, Maria Jimena and Telma, all surnamed Macasa (grandnephews and nieces of testatrix). Petitioner Manuel was appointed administrator The petition for probate was opposed by Nicolas Villanueva and others who claim to be relatives of the testatrix. On January 29, 1941, CFI (presided by Judge Sotero Rodas) dismissed the petition based on the "lack of management of applicant." Upon motion, the order of dismissal was reconsidered, but in an Order (11/28/1941), the lower court denied the probate of the will and declared that the deceased Leodegaria Villanueva died intestate. Upon another MR filed by Manuel the order of denial of probate was reconsidered and Manuel was ordered to secure a transcript of the stenographic notes taken during the hearing of probate held on March 15, 1941. This order of reconsideration was dated December 6, 1941. One or two days later the Pacific war broke out. On December 16, 1948, the oppositor Nicolas Villanueva, et al., moved for the definite dismissal of the petition for probate. On January 10, 1949, Judge Jose Teodoro, definitely denied the petition for probate. On January 22, 1949, petitioner Manuel filed a MR of the order of denial of the petition for probate. On August 16, 1949, Elisa, Ricardo, Josefina, Luis, Hermenigilda (all surnamed Cuison, petitioners), for the first time, entered the case, claiming to be
legitimate brothers and sisters of Reynaldo Cuison
the nephew of the testatrix Leodegaria Villanueva instituted as one of the heirs in the will. They claimed that Reynaldo died intestate on 2/12/1939, two months after the death of the testatrix. They filed a petition for relief under 2 and 3, Rule 38 from the Order 1/10/1949 The petitioners claimed that Reynaldo (brother), upon his death, left neither legitimate nor natural acknowledged children, consequently, his only heirs are the petitioners and their brother Manuel. PETITION FOR RELIEF: The petitioners alleged that they had no actual knowledge of the order of 1/10/1949, denying the probate of the will, until the month of July, 1949; that up to the filing of the petition for relief, petitioners had never been direct or actual parties to the probate proceedings but they were constructive parties, since the proceedings were in rem and the order of the denial of probate would affect them as heirs of the legatee Reynaldo; that there nonappearance or participation in the probate proceedings may be regarded as excusable negligence; and that if they were given a chance, they would prove the validity and the due execution of the will in question and would present the instrumental witnesses. On 2/18/1950, the trial court (presided by Judge Enriquez) denied the petition. Judge Enriquez denied the petition on the ground that, pursuant to the provisions of Article 925 of the Civil Code, present petitioner have no right to represent their deceased brother, Reynaldo, in the inheritance of the testatrix Villanueva. They have no interest in the will or the property involved and have no personality to intervene in these proceedings by filing the petition for relief. From the order of 2/18/1950, denying the petition for relief, petitioners Elisa Cuison et al., are appealing.
ISSUE: Do the petitioners have an interest in the will and
may they be allowed to intervene in the probate proceedings and file the petition for relief under Rule 38? YES RULING:
Before any person may intervene in the proceedings
for the probate of a will, he should show an interest in said will or the property affected thereby. The lower court was correct in holding that under Art. 925(2), the right of representation shall take place only in favor of children of brothers and sisters, which the petitioners are not. However, the trial court erred in holding and assuming that petitioners Elisa Cuison et al., were invoking the
right to represent their brother Reynaldo Cuison,
for they were not. The petitioners seek to inherit the legacy of their brother provided for in the will for their own right and not in representation of their deceased brother. The law is clear that there is representation only when relatives of a deceased person try to succeed him in his rights which he would have had still living. Petitioners are not trying to succeed to the right to the property of the testatrix, but rather to the right of the legatee Reynaldo in said property. Reynaldo had already succeeded his aunt (testatrix) and had acquired the right to the legacy given by her to him, upon her death, because under Arts. 657 and 651 the rights to the succession of a person transmitted from the moment of his death and an heir succeeds to all rights and obligations of the decedent by the mere fact of the latter's death. At the time of the death of the testatrix, Reynaldo was still alive, but died two months after her (testatrix) death. And upon his death, he transmitted to his heirs (the petitioners), the legacy or the right to succeed to the legacy, which he received by virtue of the will. The petitioners, as heirs of the legatee Reynaldo, have an interest in the will or in the property affected by it, they had the right to intervene in the probate proceedings and to file the petition for relief under Rule 38.
The order appealed from is SET ASIDE AND THIS
CASE IS ORDERED REMANDED to the trial court for further proceedings, particularly to rule upon the petition for relief on the basis of its merits. 76.2. Intestate estate of the late Florencia Diez. SEGUNDO DIEZ, petitioner-appellee, vs. TOMAS SERRA for himself, and as guardian of the minors Mercedes, Trinidad, Jose, Marcelino, Adriano and Felix Serra, opponent-appellant. [G.R. No. 27650
December 24, 1927]
Arroyo and Evangelista for appellant.
Hilado and Hilado for appellee. Avancea, C.J., Street, Malcolm, Ostrand, Johns and Villa-Real, JJ., concur. NATURE OF THE CASE: Appeal from the decision of the court denying the petition of the special appearance raising legal questions relating to the jurisdiction of the court that granted the letters of the administration FACTS: VILLAMOR, J.:
On September 12, 1923, Segundo applied to the CFI
of Occidental Negros for letters of administration of the estate of the deceased Florencia Diez. Alleged that he is the brother of Florencia, who died on 8/21/1921 in the municipality of Cadiz,
Province of Occidental Negros, in which
municipality she resided at the time of her death. The deceased at the time of her death was a widow, left no will and left realty consisting in a share of 1-3 of lots Nos. 465 and 490 of Cadiz Cadastral Case No. 25. The deceased left seven children, Tomas Serra (21), Mercedes Serra (18), Trinidad Serra (16), Jose Serra (14), Marcelino Serra (17), Adriano Serra (10) and Felix Serra (7). The Florencia 's share in the lots is assessed at P22,970. On September 15, 1923, the court granted the application. Subsequently, Segundo filed the bond and on May 7, 1924, Segundo was appointed administrator. On October 7, 1924, he presented an inventory of the property under his administration. The administration functioned until July 31, 1926, when Tomas Serra for and as guardian of his 6 minor brothers and sisters, put in a special appearance, contesting that court's authority to take cognizance of this intestate estate, on the ground that the deceased resided in the municipality of San Joaquin, Province of Iloilo, at the time of her death, as evidenced by the death certificate (Exhibit A). North Negros Sugar Co., Inc. filed an intervention in this case, as creditor of the intestate estate for a mortgage loan granted to the administrator, with the authorization of the court, maintaining the validity of these proceedings, and asking for the dismissal of the special appearance of Tomas Serra et al. The court denied the petition of the special appearance. Tomas Serra, et al. appealed from the decision and their counsel, assigning the following errors: (a) In finding itself competent and with jurisdiction to take cognizance of and act in the proceeding for the settlement of the intestate estate of the deceased Florencia; (b) in not holding that the proceedings had herein are absolutely void ab initio because no evidence has been heard or introduced anent the facts alleged in the application, and particularly anent those concerning its own jurisdiction to take cognizance of this case; (c) in finding that the question set up by the herein petitioners as to the court's jurisdiction is untimely and lacks the legal requisites for that purpose; (d) in holding that the herein appellants are now estopped from questioning the regularity and validity of its proceedings in this intestacy; (e) in permitting the North Negros Sugar Co., Inc., to intervene in the matter of the questioning of the court's jurisdiction.
ISSUE: Does the court have jurisdiction to grant the
letters of administration of the estate of Florencia? YES
RULING:
600. Where resident's estate settled. If and
inhabitant of the Philippine Islands dies, whether a citizen or alien, his will shall be proved, or letters of administration granted, and his estate settled, in the CFI in the province in which he resided at the time of his death. According to the allegations of the application for letters of administration: The Florencia lived at Cadiz, Occidental Negros at the time of her death. It is clear that the court a quo had jurisdiction to grant the letters of administration applied for. In order to render valid a grant of letters of administration, certain JURISDICTIONAL FACTS must exist (1) The person on whose estate the letters are being granted is in fact dead; and (2) At the time of death he was a resident of the county wherein letters are being granted, or if not a resident that he left assets in such county. The fact of the death of the intestate and of his residence within the county are foundation facts upon which all the subsequent proceedings in the administration of the estate rest, and that if the intestate was not an inhabitant of the state at the time of his death, and left no assets in the state, and none came into it afterwards, no jurisdiction is conferred on the court to grant letters of administration in any county. A probate court has jurisdiction to grant administration of the estate of a person who at the time of his decease was an inhabitant or resident in the county, without proof that he left an estate to be administered within the count. (11 R. C. L., par. 81.) 603 (Code of Civil Procedure) provides that the jurisdiction assumed by a CFI for the settlement of an estate, so far as it depends on the place of residence of a person, or of the location of his estate, shall not be contested in a suit or proceeding, except in an appeal from the that court, in the original case, or when the lack of jurisdiction appears in the record. In the present case, the lack of jurisdiction did not appear in the record at the time when the court a quo that appointed the administrator found itself competent and no appeal was taken from the order decreeing said appointment. The administration has functioned for 2 years and the appellants after that period have appeared in this case, too late to avail themselves of the benefits offered by 113 of the Code of Civil Procedure, and it would seem that the only remedy left to them is to ask for the reopening of the proceedings in the lower court that assumed jurisdiction.
The decision appealed from should be, as it is hereby,
AFFIRMED, without special pronouncement as to costs.
76.3 In re estate of the deceased Ines Basa de
Mercado. JOAQUINA BASA, ET AL., petitionersappellants, vs. ATILANO G. MERCADO, respondentappellee. [G.R. No. L-42226
July 26, 1935]
Briones and Martinez for appellants.
Jose Gutierrez David for appellee. Malcolm, Villa-Real, Imperial, and Butte, JJ., concur. NATURE OF THE CASE: Appeal FACTS: GODDARD, J.:
By virtue of an order dated 6/27/1931, Hon. Reyes
(Judge of the CFI of Pampanga) allowed and probated the last will and testament of Ines Basa (deceased). On 1/30/1932, the same judge approved the account of the administrator of the estate, declared him the only heir of the deceased under the will and closed the administration proceedings. On April 11, 1934, petitioners filed a motion praying for the reopening of the proceedings, alleging that the court lacked jurisdiction to act in the matter because there was a failure to comply with requirements as to the publication of the notice of hearing prescribed in 630 of the Code of Civil Procedure. The trial judge (on 5/29/1931) ordered the publication of the required notice for "three weeks successively" prior to the time appointed for the hearing on the will, the first publication was on 6/6/1931, the third on 6/20/1931, but the hearing took place on the 27th of that month, only 21 days after the date of the first publication instead of three full weeks before the day set for the hearing.
ISSUE: Does 630 of the Code of Civil Procedure
require that the notice should be published for three full weeks before the date set for the hearing on the will? NO RULING:
630. Court to appoint hearing on will. When a
will is delivered to a court having jurisdiction of the same, the court shall appoint a time and place when all concerned may appear to contest the allowance of the will, and shall cause public notice thereof to be given by publication in such newspaper or newspapers as the court directs of general circulation in the province, three weeks successively, previous to the time appointed, and no will shall be allowed until such notice has been given. At the
hearing all testimony shall be taken under oath,
reduced to writing and signed by the witnesses. 630 of our Code of Civil Procedure is taken from the Code of Civil Procedure of the State of Vermont. The Supreme Court of that State, commenting on the phrase "three weeks successively," held: The date of examining and allowing Barlett's final account of administration and for decreeing the residue of the estate to the lawful claimants of the same was set by the probate court for December 19, 1919 and an order was made to this effect on November 28, 1919. The order provided that notice should be given by publication for three weeks successively in the Essex County Herald. With this order, the notice was published in the issues for December 4, 11 and 18, respectively. This was "public notice" to all persons interested of the time and place of examining and allowing said account and making decree of distribution, and was sufficient. The proceeding was according to law in all respects, and being in the nature of a proceeding in rem, it binds everybody by its legal effect." In the above cited case, the last of the three publications was on 12/18/1919 and the hearing on the administrators' final account was set for 12/19 of that year, only 15 days after the date of the first publication. The language used in 630 does not mean that the notice (referred therein), should be published for three full weeks before the date set for the hearing on the will. In other words the first publication of the notice need not be made twenty-one days before the day appointed for the hearing. Appellants contend that the trial court erred in ruling that the weekly newspaper, Ing Katipunan, in which the notice of hearing was published, was a newspaper of general circulation in the Province of Pampanga. Record shows that Ing Katipunan is a NEWSPAPER OF GENERAL CIRCULATION because it (a) is published for the dissemination of local news and general information; (b) has a bona fide subscription list of paying subscribers; (c) is published at regular intervals. The fact that there is another paper published in Pampanga that has a few more subscribers (72 to be exact) and that certain Manila dailies have a larger circulation in that province is unimportant. The law does not require that publication of the notice should be made in the newspaper with the largest numbers is necessary to constitute a newspaper of general circulation.
The assignments of error of the appellants are overruled
and the appealed order of the trial court is AFFIRMED with costs in this instance against the appellants.
76.4 ANGELA RODRIGUEZ, MARIA RODRIGUEZ, ET
AL., petitioners, vs. HON. JUAN DE BORJA, as Judge of the CFI of Bulacan, Branch III, ANATOLIA PANGILINAN and ADELAIDA JACALAN, respondents. [G.R. No. L-21993
June 21, 1966]
Lorenzo Somulong for petitioners.
Torres and Torres for respondents. Concepcion, C.J., Barrera, Dizon, Regala, Makalintal, Bengzon, J.P., Zaldivar and Sanchez, JJ., concur. NATURE OF THE CASE: Petition for a writ of certiorari and prohibition to the CFI of Bulacan, for its refusal to grant the petitioners MTD its Special Proceeding No. 1331, which said Court is alleged to have taken cognizance of without jurisdiction. The facts are narrated in the order of the respondent court (Order dated 6/13/1963). FACTS: REYES, J.B.L., J.:
Fr. Celestino Rodriguez died on February 12, 1963
in the City of Manila. The parties stipulated that Fr. Rodriguez was born in Paraaque, Rizal; he was Parish priest of the Catholic Church of Hagonoy, Bulacan (from 1930 up to the time of his death in 1963); he was buried in Paraaque and that he left real properties in Rizal, Cavite, Quezon City and Bulacan. 3/4/1963, Apolonia and Adelaida (private respondents) delivered to the Clerk of Court of Bulacan a purported last will and testament of Fr. Rodriguez. 3/8/ 1963, Maria and Angela, through counsel filed a petition for leave of court to allow them to examine the alleged will. But on 3/11/1963 before the Court could act on the petition, the same was withdrawn. [COMMENTARIO: Two cases were filed on the same day: (a) probate for the will in Bulacan by the respondents and (b) intestate proceedings (SP3907) by petitioners. The MTD was filed and denied before the CFI of Bulacan.] On 3/12/1963, the petitioners filed before the CFI of Rizal a petition for the settlement of the intestate estate of Fr. Rodriguez alleging that Fr. Rodriguez was a resident of Paraaque, Rizal, and died without leaving a will and praying that Maria Rodriguez be appointed as Special Administratrix of the estate (Sp. Proceedings No. 3907). On 3/12/1963 Apolonia and Adelaida filed a petition in before the CFI of Bulacan for the probation of the will delivered by them on 3/4/1963.
The petitioners filed a MTD alleging that the
court has no jurisdiction in view of the pendency of another action for the settlement of the estate of the deceased Fr. Rodriguez in the CFI of Rizal (Sp. Proceedings No. 3907). The movants contend that since the intestate proceedings in the CFI of Rizal was filed at 8:00 A.M. on 3/12/1963 while the petition for probate was filed in the CFI of Bulacan at 11:00 A.M. on the same date, the latter Court has no jurisdiction to entertain the petition for probate, citing as authority in support thereof the case of Ongsingco Vda. de Borja vs. Tan and De Borja, G.R. No. 7792, July 27, 1955. Pangilinan and Jacalan contend that the CFI of Bulacan acquired jurisdiction over the case upon delivery by them of the will to the Clerk of Court on 3/4/1963 and should take precedence over the case filed in Rizal. CFI denied the MTD, on the ground that a difference of a few hours did not entitle one proceeding to preference over the other. As early as March 7, movants were aware of the existence of the purported will of Fr. Rodriguez since they filed a petition to examine the same and that movants clearly filed the intestate proceedings in Rizal for no other purpose than to prevent this Court (of Bulacan) from exercising jurisdiction over the probate proceedings. Reconsideration was denied.
ISSUE: Did the CFI of Bulacan acquire jurisdiction upon
delivery thereto of the will on 3/4/1963, even if the petition for the allowance of the will was filed only on 3/12/1963? YES RULING: The jurisdiction of the CFI of Bulacan became vested upon the delivery of the will, even if no petition for its allowance was filed until later, because upon the will being deposited the court could, motu proprio, have taken steps to fix the time and place for proving the will, and issued the corresponding notices conformably to what is prescribed by 3, Rule 76. 3. Court to appoint time for proving will. Notice thereof to be published. When a will is delivered to, OR a petition for the allowance of a will is filed in, the Court having jurisdiction, such Court shall fix a time and place for proving the will when all concerned may appear to contest the allowance thereof, and shall cause notice of such time and place to be published 3 weeks successively, previous to the time appointed, in a newspaper of general circulation in the province. The use of the disjunctive in the words "when a will is delivered to OR a petition for the allowance of a will is filed" indicates that the court may act upon the mere deposit therein of a decedent's testament, even if no petition for its allowance is as yet filed. Where the petition for probate is made after the deposit of the will, the petition is
deemed to relate back to the time when the will
was delivered. The testament of Fr. Rodriguez was submitted and delivered to the Court of Bulacan on March 4, while petitioners initiated intestate proceedings in the CFI of Rizal only on March 12, eight days later, the precedence and exclusive jurisdiction of the Bulacan court is incontestable.
Meaning of the Court having jurisdiction: Law of
Jurisdiction vs. Law of Procedure Petitioners objected and contended that 3 of Rule 76 speaks of a will being delivered to "the Court having jurisdiction" and in the case at bar the Bulacan court did not have jurisdiction because the decedent was domiciled in Rizal province. The Court ruled that the power to settle decedents' estates is conferred by law upon all courts of first instance, and the domicile of the testator only affects the venue but not the jurisdiction of the Court. . In the Kaw Singco case the Court ruled that: The law of jurisdiction [Act No. 136, 56(5)] confers upon CFI jurisdiction over all probate cases independently of the place of residence of the deceased1 (Now 44 (e) of the Judiciary Act). However, since there are many CFI in the Philippines, the Law of Procedure (Act No. 190, 600), fixes the venue or the place where each case shall be brought. Thus, the place of residence of the deceased is not an element of jurisdiction over the subject matter but merely of venue. And it is upon this ground that in the new Rules of Court the province where the estate of a deceased person shall be settled is properly called "venue" (Rule 75, 1.) Motion for reconsideration is denied. The estate proceedings having been initiated in the Bulacan CFI ahead of any other, that court is entitled to assume jurisdiction to the exclusion of all other courts, even if it were a case of wrong venue by express provisions of Rule 73. The disposition presupposes that two or more courts have been asked to take cognizance of the settlement of the estate. Of them only one could be of proper venue, yet the rule grants precedence to that Court whose jurisdiction is first invoked, without taking venue into account. Bad Faith on the Petitioners Part and Precedence of Probate of Will over Intestate Proceedings The commencement of the intestate proceedings in Rizal was clearly an act done with bad faith (commenced after petitioners learned of the delivery of the decedent's will to the Court of Bulacan) and patently done with a view to divest the latter court of the precedence. The order of priority established in Rule 73 was not designed to convert the settlement of decedent's estates into a race between applicants, with the
administration of the properties as the price for the
fleetest. Intestate succession is only subsidiary or subordinate to the testate, since intestacy only takes place in the absence of a valid operative will [Article 960 of the Civil Code was cited]. Therefore, only after final decision as to the nullity of testate succession could an intestate succession be instituted in the form of pre-established action. The institution of intestacy proceedings in Rizal may not thus proceed while the probate of the purported will of Father Rodriguez is pending. The Bulacan CFI was entitled to priority in the settlement of the estate and in refusing to dismiss the probate proceedings, said court did not commit any abuse of discretion. It is the proceedings in the Rizal Court that should be discontinued.
Wherefore, the writ of certiorari applied for is DENIED.
Costs against petitioners Rodriguez.
76.5 CONSTANTINO C. ACAIN, petitioner,
vs. HON. INTERMEDIATE APPELLATE COURT (Third Special Cases Division), VIRGINIA A. FERNANDEZ and ROSA DIONGSON, respondents. [G.R. No. 72706
Cruz, Feliciano, Gancayco, Padilla, Bidin, Sarmiento and Cortes, JJ., concur. NATURE OF THE CASE: Petition for review on certiorari of the CAs decision (penned by Justice Jose A. R. Melo and concurred in by Justices Milagros A. German and Nathanael P. De Pano, Jr.), promulgated on 8/30/1985, ordering the dismissal of the petition in SP No. 591 ACEB and its Resolution issued on 10/23/1985 denying Acains MR. FACTS: PARAS, J.:
On 5/29/1984, Constantino Acain filed on the RTC
of Cebu City Branch XIII, a petition for the probate of the will of the late Nemesio Acain and for the issuance to the same petitioner of letters testamentary (SP No. 591 ACEB), on the premise that Nemesio Acain died leaving a will in which petitioner and his brothers Antonio, Flores and Jose and his sisters Anita, Concepcion, Quirina and Laura were instituted as heirs. The will allegedly executed by Nemesio Acain on 2/17/1960 was written in Bisaya with a translation in English submitted by petitioner without objection raised by private respondents. The will contained provisions on burial rites, payment of debts, and the appointment of a certain Atty. Ignacio G. Villagonzalo as the executor of the
testament. On the disposition of the testator's
property, the will provided: THIRD: All my shares that I may receive from our properties. house, lands and money which I earned jointly with my wife Rosa Diongson shall all be given by me to my brother SEGUNDO ACAIN Filipino, widower, of legal age and presently residing at 357-C Sanciangko Street, Cebu City. In case my brother Segundo Acain pre-deceased me, all the money properties, lands, houses there in Bantayan and here in Cebu City which constitute my share shall be given to me to his children, namely: Anita, Constantino, Concepcion, Quirina, laura, Flores, Antonio and Jose, all surnamed Acain. Segundo pre-deceased Nemesio. Thus, it is the children of Segundo who are claiming to be heirs, with Constantino as the petitioner in SP No. 591 ACEB The petition was set for hearing in on 6/25/1984 the oppositors (respondents) Virginia A. Fernandez, a legally adopted daughter of the deceased and the latter's widow Rosa Diongson Vda. de Acain filed a MTD: (1) petitioner has no legal capacity to institute the proceedings; (2) he is merely a universal heir and (3) the widow and the adopted daughter have been preterited. The motion was denied by the trial judge. MR was denied, then respondents filed with the SC a petition for certiorari and prohibition with preliminary injunction which was subsequently referred to the IAC by Resolution of the Court dated 3/11/1985. The IAC granted respondents' petition and ordered the trial court to dismiss the petition for the probate of the will of Nemesio Acain in SP No. 591 ACEB. His MR having been denied, petitioner filed the instant petition on 12/18/1985. Petitioner raises the following issues (Memorandum for petitioner): (A) The petition filed in AC-G.R. No. 05744 for certiorari and prohibition with preliminary injunction is not the proper remedy under the premises; (B) The authority of the probate courts is limited only to inquiring into the extrinsic validity of the will sought to be probated and it cannot pass upon the intrinsic validity thereof before it is admitted to probate; (C) The will of Nemesio Acain is valid and must therefore, be admitted to probate. The preterition mentioned in Article 854 of the New Civil Code refers to preterition of "compulsory heirs in the direct line," and does not apply to private respondents who are not compulsory heirs in the direct line; their omission shall not annul the institution of heirs; (D) DICAT TESTATOR ET MERIT LEX. What the testator says will be the law; (E) There may be nothing in Article 854 of the New Civil Code, that suggests that mere institution of a universal heir in the will would give the heir so
instituted a share in the inheritance but there is a
definite distinct intention of the testator in the case at bar, explicitly expressed in his will. This is what matters and should be in violable. (F) As an instituted heir, petitioner has the legal interest and standing to file the petition in Sp. Proc. No. 591 ACEB for probate of the will of Nemesio Acain and (G) Article 854 of the New Civil Code is a bill of attainder. It is therefore unconstitutional and ineffectual. [COMMENTARIO: The main issue related to SpecPro is error (B); preterition is the main issue in this case. However, this case is an exception to the general rule that in probate proceedings, the extrinsic validity of the will must be first passed upon before the intrinsic validity of the will.]
ISSUE: May the probate court inquire into the intrinsic
validity of the will before it is admitted to probate? YES RULING:
Preterition of the Adopted Child
Article 854 of the Civil Code: The preterition or omission of one, some, or all of the compulsory heirs in the direct line, whether living at the time of the execution of the will or born after the death of the testator, shall annul the institution of heir; but the devisees and legacies shall be valid insofar as they are not; inofficious. If the omitted compulsory heirs should die before the testator, the institution shall he effectual, without prejudice to the right of representation. Preterition consists in the omission in the testator's will of the forced heirs or anyone of them either because they are not mentioned therein, or, though mentioned, they are neither instituted as heirs nor are expressly disinherited. Insofar as the widow is concerned, Art. 854 of the Civil Code may not apply as she does not ascend or descend from the testator, although she is a compulsory heir. Stated otherwise, even if the surviving spouse is a compulsory heir, there is no preterition even if she is omitted from the inheritance, for she is not in the direct line. However, the same thing cannot be said of the other respondent Virginia A. Fernandez, whose legal adoption by the testator has not been questioned by petitioner. Under Art. 39 of P.D. No. 603 (Child and Youth Welfare Code), adoption gives to the adopted person the same rights and duties as if he were a legitimate child of the adopter and makes the adopted person a legal heir of the adopter. She has been totally omitted and preterited in the will of the testator and that both adopted child and the widow were deprived of at least their legitime. Preterition annuls the institution of an heir and annulment throws open to intestate succession the entire inheritance including " free portion
(which) had no provisions legacy virtual
improvement or donation." The universal institution of petitioner together with his brothers and sisters to the entire inheritance of the testator results in totally abrogating the will because the nullification of such institution of universal heirs-without any other testamentary disposition in the will-amounts to a declaration that nothing at all was written.
Intervention of a Person in a Probate Proceeding
In order that a person may be allowed to intervene in a probate proceeding he must have an interest in the estate, or in the will, or in the property to be affected by it either as executor or as a claimant of the estate and an interested party is one who would be benefited by the estate such as an heir or one who has a claim against the estate like a creditor. Petitioner is not the appointed executor, neither a devisee or a legatee there being no mention in the testamentary disposition of any gift of an individual item of personal or real property he is called upon to receive. At the outset, he appears to have an interest in the will as an heir, defined under Article 782 of the Civil Code as a person called to the succession either by the provision of a will or by operation of law. However, intestacy having resulted from the preterition of the adopted child and the universal institution of heirs, petitioner is in effect not an heir of the testator. He has no legal standing to petition for the probate of the will left by the deceased and SP No. 591 A-CEB must be dismissed.
Probate of a Will pertains to the Extrinsic Validity;
Exceptions SP No. 591 ACEB is for the probate of a will. The GENERAL RULE is that the probate court's authority is limited only to the extrinsic validity of the will, the due execution thereof, the testator's testamentary capacity and the compliance with the requisites or solemnities prescribed by law. The intrinsic validity of the will normally comes only after the Court has declared that the will has been duly authenticated. The court at this stage of the proceedings is not called upon to rule on the intrinsic validity or efficacy of the provisions of the will. EXCEPTION: The probate court is not powerless to do what the situation constrains it to do and pass upon certain provisions of the will. In Nuguid v. Nuguid, the oppositors to the probate moved to dismiss on the ground of absolute preterition The probate court acting on the motion held that the will in question was a complete nullity and dismissed the petition. The SC upheld the decision of the probate court, the Court said: If the case were to be remanded for probate of the will, nothing will be gained. On the contrary, this litigation will be protracted. And for aught that appears in the record,
in the event of probate or if the court rejects the will,
probability exists that the case will come up once again before us on the same issue of the intrinsic validity or nullity of the will result: waste of time, effort, expense, plus added anxiety. These are the practical considerations that induce us to a belief that we might as well meet head-on the issue of the validity of the provisions of the will in question. After all there exists a justiciable controversy crying for solution. For private respondents to have tolerated the probate of the will and allowed the case to progress when on its face the will appears to be INTRINSICALLY VOID as petitioner and his brothers and sisters were instituted as universal heirs coupled with the obvious fact that one of the private respondents had been preterited would have been an exercise in futility. It would have meant a waste of time, effort, expense, plus added futility. The TC could have denied its probate outright or could have passed upon the intrinsic validity of the testamentary provisions before the extrinsic validity of the will was resolved. The remedies of certiorari and prohibition were properly availed of by private respondents.
Barredo, J., reserves his vote.
NATURE OF THE CASE: Petition for Certiorari of the Order of Judge Vasquez requiring him to pay docket fees in the amount of P940.00 FACTS: FERNANDO, J.:
76.6 REV. FATHER LUCIO V. GARCIA, petitioner,
vs. HON. CONRADO M. VASQUEZ, respondent.
In sum, the decedent executed 2 wills, Fr. Garcia is in
possession of the decedents 1956 testament. He sought to file the probate of such will in the Sp. Proc. 62618 (pending before the respondent court), but he was ordered to pay docket fees. The Court affirmed the probate courts order (3/28 group) because the Court contended that Fr. Garcia is filing a separate action. In the Resolution below (5/23), the Court agreed with the petitioner.
ISSUE: Did the commit an error in ordering the payment
of the docket fee? NO RULING:
G.R. No. L-26808
March 28, 1969
Antonio Enrile Inton and Conrado B. Enriquez for
petitioner. No appearance for respondent. Concepcion, C.J., Reyes, J.B.L., Dizon, Makalintal, Zaldivar, Sanchez, Castro, Capistrano and Teehankee, JJ., concur.
Payment was made by Fr. Garcia on 12/2/1965,
coupled with a reservation that he would seek a definite ruling from the SC. He was of the belief that no such fee should be collected as previously another alleged will of the same deceased was filed for probate by another party with the corresponding docket fee having been paid. He asserted that after payment by the original petitioner (Gonzales), there is no more need to pay additional or separate docket fees for their petitions, since they all refer to the settlement of only one estate, the Estate of Gliceria A. del Rosario.
PREMISES CONSIDERED, the petition is hereby
DENIED for lack of merit and the questioned decision of respondent Court of Appeals promulgated on August 30, 1985 and its Resolution dated October 23, 1985 are hereby AFFIRMED.
COMMENTARIO: The case includes a main Decision
(dated 3/28/1969) and the Resolution of the Petitioners Motion for Reconsideration from the main decision (dated 5/23/1969, see Resolution below). 2 cases ung nakita ko friends, maikli lang naman, sinama ko na.
A Petition for Probate for the will of the decedent,
Gliceria A. del Rosario was filed by Consuelo Gonzales. Judge Vasquez, in an Order dated 11/6/1965, ordered "Oppositor, Fr. Lucio Garcia to pay the corresponding fees of the filing of his petition for allowance of will and issuance of letters of administration with the will annexed, dated 11/30/1965 within 15 days from notice hereof, failure of which the said petition will be considered dismissed.
Respondent Judge did not even bother to answer
the petition. It is understandable why. On its face, it is obviously without merit. A petition for probate of a will having been filed by petitioner, he could not escape the payment of the corresponding docket fee. The argument based on the allegation that there was such a previous payment in connection with another will of the same decedent sought to be probated does not carry the day. It is bereft of any persuasive force. Petitioner should have been aware that there is no escape from the payment of the corresponding docket fee, otherwise, the Court is not called upon to act on a complaint or petition. Nor does it suffice to vary the rule simply because there is only one decedent whose estate is thus to be disposed of by will that must first be probated. It is not farfetched or implausible that a decedent could have left various wills. Under such circumstances, there is nothing inherently objectionable in thus
exacting the payment of a docket fee, every time a
will is sought to be probated. Petitioner here could have sought the probate of the will presented by him in the same proceeding. He did not; he filed instead a separate action.
The Rules of Court require that for all clerical
services in the allowance of will, the "fees payable out of the estate shall be collected in accordance with the value of the property involved." The specific legal provision is thus clear and unmistakable. It is the clerical service in the allowance of the will that has to be paid for. The docket fees exist for that purpose and must be collected at the outset. There is no exception according to the above legal provision. It needs no interpretation. It must be applied in accordance with the specific language thus employed.
Respondent Judge acted in accordance with the
clear tenor of the controlling legal norm. The alleged grievance of petitioner that there was a grave abuse of discretion does not merit any attention. As a matter of fact, on this point, respondent Judge had no discretion to abuse. The docket fees had to be paid. There is no escape for petitioner.
WHEREFORE, this petition for certiorari is denied.
G.R. No. L-26808
NATURE OF THE CASE: MR of the decision of
3/28/1969 FACTS: FERNANDO, J.:
WHEREFORE, the decision of March 28, 1969 is set
aside and the petition for certiorari granted, with petitioner being thus entitled to the refund of the second docket fee of P940.00 paid under Receipt No. J1459986 issued on December 2, 1965, and the order of respondent Court of November 6, 1965 ordering such payment of the second docket fee annulled. Without pronouncement as to costs. 76.7 APOLONIA BANAYAD FRIANELA, Petitioner, vs. SERVILLANO BANAYAD, JR., Respondent.
May 23, 1969*
Reyes, J.B.L., Dizon, Makalintal, Zaldivar, Sanchez and
Capistrano, JJ., concur. Teehankee and Barredo, JJ., took no part. Concepcion, C.J., and Castro, J., are on leave.
In the opinion rendered in main case, the Court
stated: Petitioner should have been aware that there is no escape from the payment of the corresponding docket fee, otherwise, the Court is not called upon to act on a complaint or petition. Nor does it suffice to vary the rule simply because there is only one decedent whose estate is thus to be disposed of by will that must first be probated. It is not farfetched or implausible that a decedent could have left various wills. Under such circumstances, there is nothing inherently objectionable in thus exacting the payment of a docket fee, every time a will is sought to be probated. Petitioner here could have sought the probate of the will presented by him in the same proceeding. He did not; he filed instead a separate action. While not disputing the correctness of the above principle, petitioner, in this MR, would assert that
he did NOT file a separate action "but instead
elected to file the probate of the decedent's 1956 Will in the same Sp. Proc. 62618, then pending before the respondent Court." Petitioner's statement of fact is correct. Under the circumstances then, while the doctrine to the effect that a court of justice is not called upon to act on a complaint will petition in the absence of a payment of the corresponding docket fee every time a will is sought to be probated must be considered as subsisting, it finds no application to the present case, as petitioner did not file a separate action but instead sought to have the other will probated in the same special proceedings then pending before respondent Court. He is therefore entitled to have our decision reconsidered.
[G.R. No. 169700
July 30, 2009]
NATURE OF THE CASE:
Petition for review on certiorari under Rule 45 assailing the CA decision 6/17/ 2005 Decision (Penned by Associate Justice Arturo D. Brion, with Associate Justices Eugenio S. Labitoria and Eliezer R. De Los Santos concurring) and the 8/17/2005 Resolution denying the motion for partial reconsideration. FACTS: NACHURA, J.:
Testator Moises F. Banayad died. Apolonia (named
as devisee in the will) filed before the RTC of Pasay City (6/3/1999, Sp. Proc. No. 3664-P) for the allowance of the 11/18/1985 holographic will of the decedent. Petitioner alleged that Moises died without issue and left to her the following properties, namely: (1) a parcel of land situated in Pasay City and described in Transfer Certificate of Title No. 9741; (2) images of Oracion del Huerto and Pieta including the crown; and (3) all personal belongings. Servillano, cousin of Apolonia, filed his opposition and counter-petitioned for the allowance of two other holographic wills of the decedent, one dated 9/27/1989 and another dated 9/28/1989. RTC (9/29/1995) declared the 9/27/1989 holographic will as having revoked the 11/18/1985 will, allowing
the former and appointing respondent as
administrator of Moisess estate. CA (6/17/2005 Decision), modified the decision of the trial court and ruled that the 9/27/1989 holographic will had only revoked the 11/18/1985 will insofar as the testamentary disposition of Moises real property was concerned. Petitioners MR was denied (8/17/ 2005 Resolution). Hence, the instant petition. The Court notes that the trial court focused all of its attention on the merits of the case without first determining whether it could have validly exercised jurisdiction to hear and decide Sp. Proc. No. 3664-P. On appeal, the appellate court also overlooked the issue on the jurisdictional competence of the trial court over the said case. The Court, after a meticulous review of the records, finds that the RTC of Pasay City had no jurisdiction over the subject matter in Sp. Proc. No. 3664-P.
RULING:
The jurisdiction of the court to hear and decide a
case is conferred by the law in force at the time of the institution of the action unless such statute provides for a retroactive application thereof.12 Jurisdiction is moreover determined by the allegations or averments in the complaint or petition. In this case, at the time the petition for the allowance of Moisess holographic will was instituted, the then 19 and 3314 of B.P. Blg. 12915 were in force, [citation omitted; 19 pertains to the Jurisdiction of the RTC; 33 refers to the jurisdiction of the MTC]. The applicable law confers jurisdiction on the RTC or the MTCs over probate proceedings depending on the gross value of the estate, which value must be alleged in the complaint or petition to be filed. In this case, the original petition docketed before the trial court does not contain any averment as to the gross value of Moisess estate. Thus, from a reading of the original petition filed, it cannot be determined which court has original and exclusive jurisdiction over the proceedings. The RTC committed gross error when it had perfunctorily assumed jurisdiction despite the fact that the initiatory pleading filed before it did not call for the exercise of its jurisdiction. The RTC should have, at the outset, dismissed the case for lack of jurisdiction. The dismissal on the said ground may be ordered motu proprio by the courts. Further, the CA, on appeal, should have dismissed the case on the same ground. Settled is the doctrine that the issue of jurisdiction may be raised by any of the parties or may be reckoned by the court, at any stage of the proceedings, even on appeal, and is not lost by waiver or by estoppel. Despite the pendency of this case for around 18 years, the exception laid down in Tijam v.
Sibonghanoy and clarified recently in Figueroa v.
People cannot be applied. First, because, as a general rule, the principle of estoppel by laches cannot lie against the government. No injustice to the parties or to any third person will be wrought by the ruling that the trial court has no jurisdiction over the instituted probate proceedings. Second and most important, because in Tijam, the delayed invocation of lack of jurisdiction has been made during the execution stage of a final and executory ruling of a court. In Figueroa, the Court has emphasized that estoppel by laches only supervenes in exceptional cases similar to the factual milieu in Tijam. In Tijam, the issue of lack of jurisdiction has only been raised during the execution stage, specifically when the matter of the trial courts denial of the suretys motion to quash the writ of execution has been brought to the appellate court for review. In this case, the trial courts assumption of unauthorized jurisdiction over the probate proceedings has been discovered by the Court during the appeal stage of the main case, not during the execution stage of a final and executory decision. Thus, the exceptional rule laid down in Tijam cannot apply. Since the RTC has no jurisdiction over the action, all the proceedings therein, including the decision rendered, are null and void. 25 With the above disquisition, the Court finds it unnecessary to discuss and resolve the other issues raised in the petition. [COMMENTARIO: The issue of jurisdiction was never raised by the Petitioner or included in her Memorandum.]
IN THE LIGHT OF THE FOREGOING, Sp. Proc. No.
3664-P before the RTC of Pasay City is DISMISSED for lack of jurisdiction.