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[No. 35694. December 23, 1933] Manila to cancel certificates of title Nos.

20880, 28336 and


28331, covering lands located in the City of Manila, Philippine
Islands, and issue in lieu thereof new certificates of transfer of
title in favor of Allison D. Gibbs without requiring him to present
ALLISON D. GIBBS, petitioner and appellee, vs. THE
any document showing that the succession tax due under
GOVERNMENT OF THE PHILIPPINE ISLANDS, oppositor
Article XI of Chapter 40 of the Administrative Code has been
and appellant. THE REGISTER OF DEEDS OF THE CITY OF
paid.
MANILA, respondent and appellant.

1.HUSBAND AND WlFE; RlGHT OF A CALIFORNIA MARRIED


WOMAN TO ACQUIRE LANDS IN FOREIGN The said order of court of March 10, 1931, recites that the
JURISDICTIONS.—The attention of the court has not been parcels of land covered by said certificates of title formerly
called to any law of California that incapacitates a married belonged to the conjugal partnership of Allison D. Gibbs and
woman from acquiring or holding land in a foreign jurisdiction in Eva Johnson Gibbs; that the latter died intestate in Palo Alto,
accordance with the lex rei sitæ. California, on November 28, 1929; that at the time of her death
she and her husband were citizens of the State of California
2.ID. ; ARTICLE 9, CIVIL CODE, CONSTRUED.—Article 9 of
and domiciled therein.
the Civil Code treats of purely personal relations and status
and capacity for juristic acts, the rules relating to property, both
personal and real, being governed by article 10 of the Civil
Code. Furthermore, article 9, by its very terms, is applicable It appears further from said order that Allison D. Gibbs was
only to "Spaniards" (now, by construction, to citizens of the appointed administrator of the estate of his said deceased wife
Philippine Islands). in case No. 36795 in the same court, entitled 'ln the Matter of
the Intestate Estate of Eva Johnson Gibbs, Deceased"; that in
3.JONES LAW; PRIVATE INTERNATIONAL LAW.—The said intestate proceedings, the said Allison D. Gibbs, on
Organic Act of the Philippine Islands (Act of Congress, August September 22, 1930, filed an ex parte petition in which he
29, 1916, known as the "Jones Law") as regards the alleged "that the parcels of land hereunder described belong to
determination of private rights, grants practical autonomy to the the conjugal partnership of your petitioner and his wife, Eva
Government of the Philippine Islands. This Government, Johnson Gibbs", describing in detail the three tracts here
therefore, may apply the principles and rules of private involved; and further alleging that his said wife, a citizen and
international law (conflict of laws) on the same footing as an resident of California, died on November 28, 1929; that in
organized territory or state of the United States. accordance with the law of California, the community property
of spouses who are citizens of California, upon the death of the
4.ARTICLE 10, CIVIL CODE, CONSTRUED.—The second
wife previous to that of the husband, belongs absolutely to the
paragraph of article 10, Civil Code, applies only when a legal
surviving husband without administration; that the conjugal
or testamentary succession has taken place in the Philippines
partnership of Allison D. Gibbs and Eva Johnson Gibbs,
in accordance with the law of the Philippine Islands; and the
deceased, has no obligations or debts and no one will be
foreign law is consulted only in regard to the order of
prejudiced by adjudicating said parcels of land (and seventeen
succession or the extent of the successional rights; in other
others not here involved) to be the absolute property of the
words, the second paragraph of article 10 can be invoked only
said Allison D. Gibbs as sole owner. The court granted said
when the deceased was vested with a descendible interest in
petition and on September 22, 1930, entered a decree
property within the jurisdiction of the Philippine Islands.
adjudicating the said Allison D. Gibbs to be the sole and
5.HUSBAND AND WIFE; CONJUGAL PROPERTY.—Under absolute owner of said lands, applying section 1401 of the Civil
the provisions of the Civil Code and the jurisprudence Code of California. Gibbs presented this decree to the register
prevailing here, the wife, upon the acquisition of any conjugal of deeds of Manila and demanded that the latter issue to him a
property, becomes immediately vested with an interest and title "transfer certificate of title".
therein equal to that of her husband, subject to the power of
management and disposition which the law vests in the
husband. Immediately upon her death, if there are no Section 1547 of Article XI of Chapter 40 of the Administrative
obligations of the decedent, as is true in the present case, her Code provides in part that:
share in the conjugal property is transmitted to her heirs by
succession. (Articles 657, 659, 661, Civil Code; cf. also
Coronel vs. Ona, 33 Phil., 456, 469.)
"Registers of deeds shall not register in the registry of property
6.ID.; ID.—The wife of the appellee was, by the law of the any document transferring real property or real rights therein or
Philippine Islands, vested of a descendible interest, equal to any chattel mortgage, by way of gifts mortis causa, legacy or
that of her husband, in the Philippine lands covered by inheritance, unless the payment of the tax fixed in this article
certificates of title Nos. 20880, 28336 and 28331, from the date and actually due thereon shall be shown. And they shall
of their acquisition to the date of her death. immediately notify the Collector of Internal Revenue or the
corresponding provincial treasurer of the non-payment of the
7.ID. ; ID. ; INHERITANCE TAX.—The descendible interest tax discovered by them. * * *"
here in question in the lands aforesaid was transmitted to her
heirs by virtue of inheritance and this transmission plainly falls
within the language of section 1536 of Article XI of Chapter 40
of the Administrative Code which levies a tax on inheritances. Acting upon the authority of said section, the register of deeds
of the City of Manila, declined to accept as binding said decree
APPEAL from an order of the Court of First Instance of Manila. of court of September 22, 1930, and refused to register the
Imperial, J. transfer of title of the said conjugal property to Allison D. Gibbs,
on the ground that the corresponding inheritance tax had not
been paid. Thereupon, under date of December 26, 1930,
Allison D. Gibbs filed in the said court a petition for an order
The facts are stated in the opinion of the court.
requiring the said register of deeds "to issue the corresponding
Solicitor-General Hilado for appellants. titles" to the petitioner without requiring previous payment of
any inheritance tax. After due hearing of the parties, the court
Allison D. Gibbs in his own behalf. reaffirmed said order of September 22, 1930, and entered the
order of March 10, 1931, which is under review on this appeal.
BUTTE, J.:

This is an appeal from a final order of the Court of First


Instance of Manila, requiring the register of deeds of the City of
On January 3, 1933, this court remanded the case to the court jurisdiction his wife would be vested with the common law right
of origin for new trial upon additional evidence in regard to the of dower, the prerequisite conditions obtaining. Article 9 of the
pertinent law of California in force at the time of the death of Civil Code treats of purely personal relations and status and
Mrs. Gibbs, also authorizing the introduction of evidence with capacity for juristic acts, the rules relating to property, both
reference to the dates of the acquisition of the property personal and real, being governed by article 10 of the Civil
involved in this suit and with reference to the California law in Code. Furthermore, article 9, by its very terms, is applicable
force at the time of such acquisition. The case is now before us only to "Spaniards" (now, by construction, to citizens of the
with the supplementary evidence. Philippine Islands).

The Organic Act of the Philippine Islands (Act of Congress,


August 29, 1916, known as the "Jones Law") as regards the
For the purposes of this case, we shall consider the following determination of private rights, grants practical autonomy to the
facts as established by the evidence or the admissions of the Government of the Philippine Islands. This Government,
parties: Allison D. Gibbs has been continuously, since the year therefore, may apply the principles and rules of private
1902, a citizen of the State of California and domiciled therein; international law (conflict of laws) on the same footing as an
that he and Eva Johnson Gibbs were married ed at Columbus, organized territory or state of the United States. We should,
Ohio, in July, 1906; that there wa no antenuptial marriage therefore, resort to the law of California, the nationality and
contract between the parties; that during the existence of said domicile of Mrs. Gibbs, to ascertain the norm which would be
marriage, the spouses acquired the following lands, among applied here as law were there any question as to her status.
others, in the Philippine Islands, as conjugal property:
But the appellant's chief argument and the sole basis of the
lower court's decision rests upon the second paragraph of
article 10 of the Civil Code which is as follows:
1. A parcel of land in the City of Manila, represented by transfer
certificate of title No. 20880, dated March 16, 1920, and "Nevertheless, legal and testamentary successions, in respect
registered in the name of "Allison D. Gibbs casado con Eva to the order of succession as well as to the amount of the
Johnson Gibbs"." successional rights and the intrinsic validity of their provisions,
shall be regulated by the national law ,of the person whose
2. A parcel of land in the City of Manila, represented by transfer
succession is in question, whatever may be the nature of the
certificate of title No. 28336, dated May 14, 1927, in which it is
property or the country in which it may be situated."
certified "that the spouses Allison D. Gibbs and Eva Johnson
Gibbs are the owners in fee simple" of the land therein
described.
In construing the above language we are met at the outset with
3. A parcel of land in the City of Manila, represented by transfer some difficulty by the expression "the national law of the
certificate of title No. 28331, dated April 6, 1927, which states person whose succession is in question", by reason of the
"that Allison D. Gibbs married to Eva Johnson Gibbs" is the rather anomalous political status of the Philippine Islands. (Cf.
owner of the land described therein; that said Eva Johnson Manresa, vol. 1, Código Civil, pp. 103, 104.) We encountered
Gibbs died intestate on November 28, 1929, leaving surviving no difficulty in applying article 10 in the case of a citizen of
her her husband, the appellee, and two sons, Allison J. Gibbs, Turkey. (Miciano vs. Brimo, 50 Phil, 867.) Having regard to the
now aged 25, and Finley J. Gibbs, now aged 22, as her sole practical autonomy of the Philippine Islands, as above stated,
heirs at law. we have concluded that if article 10 is applicable and the
estate in question is that of a deceased American citizen, the
Article XI of Chapter 40 of the Administrative Code entitled "Tax
succession shall be regulated in accordance with the norms of
on inheritances, legacies, and other acquisitions mortis causa"
the State of his domicile in the United States. (Cf. Babcock
provides in section 1536 that "Every transmission by virtue of
Templeton vs. Rider Babcock, 52 Phil., 130, 137; In re Estate
inheritance * * * of real property * * * shall be subject to the
of Johnson, 39 Phil., 156, 166.)
following tax." It results that the question for determination in
this case is as follows: Was Eva Johnson Gibbs at the time of
her death the owner of a descendible interest in the Philippine
lands above-mentioned? The trial court found that under the law of California, upon the
death of the wife, the entire community property without
administration belongs to the surviving husband; that he is the
absolute owner of all the community property from the moment
The appellee contends that the law of California should
of the death of his wife, not by virtue of succession or by virtue
determine the nature and extent of the title, if any, that vested
of her death, but by virtue of the fact that when the death of the
in Eva Johnson Gibbs under the three certificates of title Nos.
wife precedes that of the husband he acquires the community
20880, 28336 and 28331 above referred to, citing article 9 of
property, not as an heir or as the beneficiary of his deceased
the Civil Code. But that, even if the nature and extent of her
wife, but because she never had more than an inchoate
title under said certificates be governed by the law of the
interest or expectancy which is extinguished upon her death.
Philippine Islands, the laws of California govern the succession
Quoting the case of Estate of Klumpke (167 Cal., 415, 419),
to such title, citing the second paragraph of article 10 of the
the court said: "The decisions under this section (1401 Civil
Civil Code.
Code of California) are uniform to the effect that the husband
Article 9 of the Civil Code is as f ollows: does not take the community property upon the death of the
wife by succession, but that he holds it all from the moment of
"The laws relating to family rights and duties, or to the status, her death as though acquired by himself. * * * It never
condition, and legal capacity of persons, are binding upon belonged to the estate of the deceased wife."
Spaniards even though they reside in a foreign country." It is
argued that the conjugal right of the California wife in
community real estate in the Philippine Islands is a personal
The argument of the appellee apparently leads to this dilemma:
right and must, therefore, be settled by the law governing her
If he takes nothing by succession from his deceased wife, how
personal status, that is, the law of California. But our attention
can the second paragraph of article 10 be invoked? Can the
has not been called to any law of California that incapacitates a
appellee be heard to say that there is a legal succession under
married woman from acquiring or holding land in a foreign
the law of the Philippine Islands and no legal succession under
jurisdiction in accordance with the lex rei sitæ. There is not the
the law of California? It seems clear that the second paragraph
slightest doubt that a California married woman can acquire
of article 10 applies only when a legal or testamentary
title to land in a common law jurisdiction like the State of Illinois
succession has taken place in the Philippines in accordance
or the District of Columbia, subject to the common-law estate
with the law of the Philippine Islands; and the foreign law is
by the curtesy which would vest in her husband. Nor is there
consulted only in regard to the order of succession or the
any doubt that if a California husband acquired land in such a
extent of the successional rights; in other words, the second
paragraph of article 10 can be invoked only when the
deceased was vested with a descendible interest in property It results that the wife of the appellee was, by the law of the
within the jurisdiction of the Philippine Islands. Philippine Islands, vested of a descendible interest, equal to
that of her husband, in the Philippine lands covered by
certificates of title Nos. 20880, 28336 and 28331, from the date
of their acquisition to the date of her death. That appellee
In the case of Clarke vs. Clarke (178 U. S., 186, 191; 44 Law. himself believed that his wife was vested of such a title and
ed., 1028, 1031), the court said: interest is manifest from the second of said certificates, No.
28336, dated May 14, 1927, introduced by him in evidence, in
which it is certified that "the spouses Allison D. Gibbs and Eva
"It is a principle firmly established that to the law of the state in Johnson Gibbs are the owners in fee simple of the conjugal
which the land is situated we must look for the rules which lands therein described."
govern its descent, alienation, and transfer, and for the effect
and construction of wills and other conveyances. (United
States vs. Crosby, 7 Cranch, 115; 3 L. ed., 287; Clark vs. The descendible interest of Eva Johnson Gibbs in the lands
Graham, 6 Wheat, 577; 5 L. ed., 334; McGoon vs. Scales, 9 aforesaid was transmitted to her heirs by virtue of inheritance
Wall., 23; 19 L. ed., 545; Brine vs. Hartford F. Ins. Co., 96 U. and this transmission plainly falls within the language of
S., 627; 24 L. ed., 858.)" (See also Estate of Lloyd, 175 Cal., section 1536 of Article XI of Chapter 40 of the Administrative
704, 705.) This fundamental principle is stated in the first Code which levies a tax on inheritances. (Cf. Re Estate of
paragraph of article 10 of our Civil Code as follows: "Personal Majot, 199 N. Y., 29; 92 N. E., 402; 29 L. R. A. [N. S.], 780.) It
property is subject to the laws of the nation of the owner is unnecessary in this proceeding to determine the "order of
thereof; real property to the laws of the country in which it is succession" or the "extent of the successional rights" (article
situated." 10, Civil Code, supra) which would be regulated by section
1386 of the Civil Code of California which was in effect at the
It is stated in 5 Cal. Jur., 478:
time of the death of Mrs. Gibbs.

"In accord with the rule that real property is subject to the lex
The record does not show what the proper amount of the
rei sitæ, the respective rights of husband and wife in such
inheritance tax in this case would be nor that the appellee
property, in the absence of an antenuptial contract, are
(petitioner below) in any way challenged the power of the
determined by the law of the place where the property is
Government to levy an inheritance tax or the validity of the
situated, irrespective of" the domicile of the parties or of the
statute under which the register of deeds refused to issue a
place where the marriage was celebrated." (See also Saul vs.
certificate of transfer reciting that the appellee is the exclusive
His Creditors, 5 Martin [N. S.], 569; 16 Am. Dec., 212 [La.] ;
owner of the Philippine lands included in the three certificates
Heidenheimer vs. Loring, 26 S. W., 99 [Texas].)
of title here involved.

Under this broad principle, the nature and extent of the title
The judgment of the court below of March 10, 1931, is
which vested in Mrs. Gibbs at the time of the acquisition of the
reversed with directions to dismiss the petition, without special
community lands here in question must be determined in
pronouncement as to the costs.
accordance with the lex rei sitæ.

Avanceña, C. J., Malcolm, Villa-Real, Abad Santos, Hull, and


It is admitted that the Philippine lands here in question were
Vickers, JJ., concur.
acquired as community property of the conjugal partnership of
the appellee and his wife. Under the law of the Philippine
Islands, she was vested of a title equal to that of her husband.
Article 1407 of the Civil Code provides: Street, J., dissents.

"All the property of the spouses shall be deemed partnership Order reversed. Gibbs vs. Government of the Philippine
property in the absence of proof that it belongs exclusively to Islands, 59 Phil. 293, No. 35694 December 23, 1933
the husband or to the wife." Article 1395 provides:

'The conjugal partnership shall be governed by the rules of law


applicable to the contract of partnership in all matters in which
such rules do not conflict with the express provisions of this
chapter." Article 1414 provides that "the husband may dispose
by will of his half only of the property of the conjugal
partnership." Article 1426 provides that upon dissolution of the
conjugal partnership and after inventory and liquidation, "the
net remainder of the partnership property shall be divided
share and share alike between the husband and wife, or their
respective heirs." Under the provisions of the Civil Code and
the jurisprudence prevailing here, the wife, upon the acquisition
of any conjugal property, becomes immediately vested with an
interest and title therein equal to that of her husband, subject to
the power of management and disposition which the law vests
in the husband. Immediately upon her death, if there are no
No. L-16749. January 31, 1963.
obligations of the decedent, as is true in the present case, her
share in the conjugal property is transmitted to her heirs by
succession. (Articles 657, 659, 661, Civil Code; cf. also
Coronel vs. Ona, 33 Phil., 456, 469.) IN THE MATTER OF THE TESTATE ESTATE OF EDWARD E.
CHRISTENSEN, DECEASED. ADOLFO C. AZNAR, Executor
and LUCY CHRISTENSEN, Heir of the deceased, Executor APPEAL from a decision of the Court of First Intsance of
and Heir-appellees, vs. HELEN CHRISTENSEN GARCIA, Davao, Cusi, Jr., J.
oppositor-appellant.
The facts are stated in the opinion of the Court.

M. R. Sotelo for executor and heir-appellees


Private International Law; Determination of citizenship; U.S.
citizenship not lost by stay in Philippines before independence. Leopoldo M. Abellera and Jovito Salonga for oppositor-
—The citizenship that the deceased acquired in California appellant.
when he resided there from 1904 to 1913 was never lost by his
LABRADOR, J.:
stay in the Philippines, for the latter was a territory of the
United States until 1946, and the deceased appears to have This is an appeal from a decision of the Court of First Instance
considered himself as a citizen of California by the fact that of Davao, Hon. Vicente N. Cusi, Jr., presiding, in Special
when he executed his will in 1951 he declared that he was a Proceeding No. 622 of said court, dated September 14, 1949,
citizen of that State; so that he appears never to have intended approving among things the final accounts of the executor,
to abandon his California citizenship by acquiring another. directing the executor to reimburse Maria Lucy Christensen the
amount of P3,600 paid by her to Helen Christensen Garcia as
her legacy, and declaring Maria Lucy Christensen entitled to
Same; Validity of testamentary provisions; Meaning of “national the residue of the property to be enjoyed during her lifetime,
law” in Article 16, Civil Code; Conflict of law rules in California and in case of death without issue, one-half of said residue to
to be applied in case at bar.—The “national law” indicated in be payable to Mrs. Carrie Louise C. Borton, etc., in accordance
Article 16 of the Civil Code cannot possibly apply to any with the provisions of the will of the testator Edward E.
general American Law, because there is no such law governing Christensen. The will was executed in Manila on March 5,
the validity of testamentary provisions in the United States, 1951 and contains the following provisions:
each state of the union having its own private law applicable to
its citizens only and in force only within the state. It can
therefore refer to no other than the private law of the state of “3. I declare x x x that I have but ONE (1) child, named
which the decedent was a citizen. In the case at bar, the State MARIA LUCY CHRISTENSEN (now Mrs. Bernard Daney), who
of California prescribes two sets of laws for its citizens, an was born in the Philippines about twenty-eight years ago, and
internal law for its citizens residing therein and a conflict of law who is now residing at No. 665 Rodger Young Village, Los
rules for its citizens domiciled in other jurisdictions. Hence, Angeles, California, U.S.A.
reason demands that the California conflict of law rules should
be applied in this jurisdiction in the case at bar.

Same; Same; Domicile; Factors considered in determining “4. I further declare that I now have no living ascendants, and
aliens’ domicile in the Philippines.—An American citizen who no descendants except my above named daughter, MARIA
was born in New York, migrated to California, resided there for LUCY CHRISTENSEN DANEY.
nine years, came to the Philippines in 1913, and very rarely re-
turned to California and only for short visits, and who appears
to have never owned or acquired a home or properties in that x x x x x
state, shall be considered to have his domicile in the Philip-
pines.

Same; Same; Same; Rule of resorting to the law of the “7. I give, devise and bequeath unto MARIA HELEN
domicile in determining matters with foreign element involved. CHRISTENSEN, now married to Eduardo Garcia, about
—The rule laid down of resorting to the law of the domicile in eighteen years of age and who, notwithstanding the fact that
the determination of matters with foreign element involved is in she was baptized Christensen, is not in any way related to me,
accord with the general principle of American law that the nor has she been at any time adopted by me, and who, from all
domiciliary law should govern in most matters or rights which information I have now resides in Egpit, Digos, Davao,
follow the person of the owner. Philippines, the sum of THREE THOUSAND SIX HUNDRED
PESOS (P3,600.00), Philippine Currency the same to be
Same; Same; Same; Same; Court of domicile bound to apply deposited in trust for the said Maria Helen Christensen with the
its own law as directed in the conflict of law rule of decedents Davao Branch of the Philippine National Bank, and paid to her
state; Application of the renvoi doctrine.—The conflict of law at the rate of One Hundred Pesos (P100.00), Philippine
rule in California, Article 946 Civil Code, refers back the case, Currency per month until the principal thereof as well as any
when a decedent is not domiciled in California, to the law of his interest which may have accrued thereon, is exhausted..
domicile, the Philippines in the case at bar. The court of
domicile can not and should not refer the case back to
California, as such action would leave the issue incapable of
determination, because the case will then be tossed back and x x x x x
forth between the two states. If the question has to be decided,
the Philippine court must apply its own law as the Philippines
was the domicile of the decedent, as directed in the conflict of “12. I hereby give, devise and bequeath, unto my well-
law rule of the state of the decedent, California, and especially beloved daughter, the said MARIA LUCY CHRISTENSEN
because the internal law of California provides no legitime for DANEY (Mrs. Bernard Daney), now residing as aforesaid at
natural children, while the Philippine law (Articles 887(4) and No. 665 Rodger Young Village, Los Angeles, California, U.S.A.,
894, Civil Code of the Philippines makes natural children all the income from the rest, remainder, and residue of my
legally acknowledged forced heirs of the parent recognizing property and estate, real, personal and/or mixed, of
them). whatsoever kind or character, and wheresoever situated, of
which I may be possessed at my death and which may have
Same; Same; Same; Same; Same; Same; Philippine law to be
come to me from any source whatsoever, during her lifetime:
applied in case at bar.—As the domicile of the deceased, who
x x x”
was a citizen of California, was the Philippines, the validity of
the provisions of his will depriving his acknowledged natural It is in accordance with the above-quoted provisions that the
child of the latter’s legacy, should be governed by the executor in his final account and project of partition ratified the
Philippine law, pursuant to Article 946 of the Civil Code of payment of only P3,600 to Helen Christensen Garcia and
California, not by the internal law of California. proposed that the residue of the estate be transferred to his
daughter, Maria Lucy Christensen.
Opposition to the approval of the project of partition was filed THE LOWER COURT ERRED IN NOT DECLARING THAT
by Helen Christensen Garcia, insofar as it deprives her (Helen) THE SCHEDULE OF DISTRIBUTION SUBMITTED BY THE
of her legitime as an acknowledged natural child, she having EXECUTOR IS CONTRARY TO THE PHILIPPINE LAWS.
been declared by Us in G.R. Nos. L-11483-84 an
acknowledged natural child of the deceased Edward E.
Christensen. The legal grounds of opposition are (a) that the
V
distribution should be governed by the laws of the Philippines,
and (b) that said order of distribution is contrary thereto insofar
as it denies to Helen Christensen, one of two acknowledged
natural children, one-half of the estate in full ownership. In THE LOWER COURT ERRED IN NOT DECLARING THAT
amplification of the above grounds it was alleged that the law UNDER THE PHILIPPINE LAWS HELEN CHRISTENSEN
that should govern the estate of the deceased Christensen GARCIA IS ENTITLED TO ONE-HALF (1/2) OF THE ESTATE
should not be the internal law of California alone, but the entire IN FULL OWNERSHIP.
law thereof because several foreign elements are involved,
that the forum is the Philippines and even if the case were
decided in California, Section 946 of the California Civil Code, There is no question that Edward E. Christensen was a citizen
which requires that the domicile of the decedent should apply, of the United States and of the State of California at the time of
should be applicable. It was also alleged that Maria Helen his death. But there is also no question that at the time of his
Christensen having been declared an acknowledged natural death he was domiciled in the Philippines, as witness the
child of the decedent, she is deemed for all purposes legitimate following facts admitted by the executor himself in appellee’s
from the time of her birth. brief:

“In the proceedings for admission of the will to probate, the


The court below ruled that as Edward E. Christensen was a facts of record show that the deceased Edward E. Christensen
citizen of the United States and of the State of California at the was born on November 29, 1875 in New York City, N.Y.,
time of his death, the successional rights and intrinsic validity U.S.A.; his first arrival in the Philippines, as an appointed
of the provisions in his will are to be governed by the law of school teacher, was on July 1, 1901, on board the U.S. Army
California, in accordance with which a testator has the right to Transport “Sheridan” with Port of Embarkation as the City of
dispose of his property in the way he desires, because the right San Francisco, in the State of California, U.S.A. He stayed in
of absolute dominion over his property is sacred and inviolable the Philippines until 1904.
(In re McDaniel’s Estate, 77 Cal. Appl. 2d 877, 176 P. 2d 952,
and In re Kaufman, 117 Cal. 286, 49 Pac. 192, cited in page
179, Record on Appeal). Oppositor Maria Helen Christensen, “In December, 1904, Mr. Christensen returned to the United
through counsel, filed various motions for reconsideration, but States and stayed there for the following nine years until 1913,
these were denied. Hence, this appeal. during which time he resided in, and was teaching school in
Sacramento, California.

The most important assignments of error are as follows:


“Mr. Christensen’s next arrival in the Philippines was in July of
the year 1913. However, in 1928, he again departed the
I Philippines for the United States and came back here the
following year, 1929. Some nine years later, in 1938, he again
returned to his own country, and came back to the Philippines
the following year, 1939.
THE LOWER COURT ERRED IN IGNORING THE DECISION
OF THE HONORABLE SUPREME COURT THAT HELEN IS
THE ACKNOWLEDGED NATURAL CHILD OF EDWARD E.
CHRISTENSEN AND, CONSEQUENTLY, IN DEPRIVING HER “Being an American citizen, Mr. Christensen was interned by
OF HER JUST SHARE IN THE INHERITANCE. the Japanese Military Forces in the Philippines during World
War II. Upon liberation, in April 1945, he left for the United
States but returned to the Philippines in December, 1945.
Appellees Collective Exhibits “6”, CFI Davao, Sp. Proc. 622, as
II Exhibits “AA”, “BB” and “CC-Daney”; Exhs. “MM”, “MM-l”, “MM-
2-Daney” and p. 473, t.s.n., July 21, 1953.)

THE LOWER COURT ERRED IN ENTIRELY IGNORING


AND/OR FAILING TO RECOGNIZE THE EXISTENCE OF “In April, 1951, Edward E. Christensen returned once more to
SEVERAL FACTORS, ELEMENTS AND CIRCUMSTANCES California shortly after the making of his last will and testament
CALLING FOR THE APPLICATION OF INTERNAL LAW. (now in question herein) which he executed at his lawyers’
offices in Manila on March 5, 1951. He died at the St. Luke’s
Hospital in the City of Manila on April 30, 1953.” (pp. 2-3)
III

THE LOWER COURT ERRED IN FAILING TO RECOGNIZE


THAT UNDER INTERNATIONAL LAW, PARTICULARLY
UNDER THE RENVOI DOCTRINE, THE INTRINSIC VALIDITY In arriving at the conclusion that the domicile of the deceased
OF THE TESTAMENTARY DISPOSITION OF THE is the Philippines, we are persuaded by the fact that he was
DISTRIBUTION OF THE ESTATE OF THE DECEASED born in New York, migrated to California and resided there for
EDWARD E. CHRISTENSEN SHOULD BE GOVERNED BY nine years, and since he came to the Philippines in 1913 he
THE LAWS OF THE PHILIPPINES. returned to California very rarely and only for short visits
(perhaps to relatives), and considering that he appears never
to have owned or acquired a home or properties in that state,
IV which would indicate that he would ultimately abandon the
Philippines and make home in the State of California.
in Article 16 of the Civil Code above quoted can not, therefore,
possibly mean or apply to any general American law. So it can
“Sec. 16. Residence is a term used with many shades of refer to no other than the private law of the State of California.
meaning from mere temporary presence to the most
permanent abode. Generally, however, it is used to denote
something more than mere physical presence.” (Goodrich on
Conflict of Laws, p. 29). The next question is: What is the law in California governing
the disposition of personal property? The decision of the court
below, sustains the contention of the executor-appellee that
under the California Probate Code, a testator may dispose of
As to his citizenship, however, We find that the citizenship that his property by will in the form and manner he desires, citing
he acquired in California when he resided in Sacramento, the case of Estate of McDaniel, 77 Cal. Appl. 2d 877, 176 P. 2d
California from 1904 to 1913, was never lost by his stay in the 952. But appellant invokes the provisions of Article 946 of the
Philippines, for the latter was a territory of the United States Civil Code of California, which is as follows:
(not a state) until 1946 and the deceased appears to have
considered himself as a citizen of California by the fact that
when he executed his will in 1951 he declared that he was a
citizen of that State; so that he appears never to have intended “If there is no law to the contrary, in the place where personal
to abandon his California citizenship by acquiring another. This property is situated, it is deemed to follow the person of its
conclusion is in accordance with the following principle owner, and is governed by the law of his domicile.”
expounded by Goodrich in his Conflict of Laws.

The existence of this provision is alleged in appellant’s


“The terms ‘residence’ and ‘domicile’ might well be taken to opposition and is not denied. We have checked it in the
mean the same thing, a place of permanent abode. But California Civil Code and it is there. Appellee, on the other
domicile, as has been shown, has acquired a technical hand, relies on the case cited in the decision and testified to by
meaning. Thus one may be domiciled in a place where he has a witness. (Only the case of Kaufman is correctly cited.) It is
never been. And he may reside in a place where he has no argued on executor’s behalf that as the deceased Christensen
domicile. The man with two homes, between which he divides was a citizen of the State of California, the internal law thereof,
his time, certainly resides in each one, while living in it. But if which is that given in the abovecited case, should govern the
he went on business which would require his presence for determination of the validity of the testamentary provisions of
several weeks or months, he might properly be said to have Christensen’s will, such law being in force in the State of
sufficient connection with the place to be called a resident. It is California of which Christensen was a citizen. Appellant, on the
clear, however, that, if he treated his settlement as continuing other hand, insists that Article 946 should be applicable, and in
only for the particular business in hand, not giving up his accordance therewith and following the doctrine of the renvoi,
former ‘home,’ he could not be a domiciled New Yorker. the question of the validity of the testamentary provision in
Acquisition of a domicile of choice requires the exercise of question should be referred back to the law of the decedent’s
intention as well as physical presence. ‘Residence simply domicile, which is the Philippines.
requires bodily presence of an inhabitant in a given place,
while domicile requires bodily presence in that place and also
an intention to make it one’s domicile.’ Residence, however, is The theory of doctrine of renvoi has been defined by various
a term used with many shades of meaning, from the merest authors, thus:
temporary presence to the most permanent abode, and it is not
safe to insist that any one use et the only proper one.”
(Goodrich, p. 29)
“The problem has been stated in this way: ‘When the Conflict
of Laws rule of the forum refers a jural matter to a foreign law
for decision, is the reference to the purely internal rules of law
The law that governs the validity of his testamentary of the foreign system; i.e., to the totality of the foreign law
dispositions is defined in Article 16 of the Civil Code of the minus its Conflict of Laws rules?’
Philippines, which is as follows:

“On logic, the solution is not an easy one. The Michigan court
“ART. 16. Real property as well as personal property is chose to accept the renvoi, that is, applied the Conflict of Laws
subject to the law of the country where it is situated. rule of Illinois which referred the matter back to Michigan law.
But once having determined the the Conflict of Laws principle
is the rule looked to, it is difficult to see why the reference back
“However, intestate and testamentary successions, both with should not have been to Michigan Conflict of Laws. This would
respect to the order of succession and to the amount of have resulted in the ‘endless chain of references’ which has so
successional rights and to the intrinsic validity of testamentary often been criticized be legal writers. The opponents of the
provisions, shall be regulated by the national law of the person renvoi would have looked merely to the internal law of Illinois,
whose succession is under consideration, whatever may be thus rejecting the renvoi or the reference back. Yet there
the nature of the property and regardless of the country where seems no compelling logical reason why the original reference
said property may be found.” should be the internal law rather than to the Conflict of Laws
rule. It is true that such a solution avoids going on a merry-go-
round, but those who have accepted the renvoi theory avoid
this inextricabilis circulas by getting off at the second reference
and at that point applying internal law. Perhaps the opponents
of the renvoi are a bit more consistent for they look always to
The application of this article in the case at bar requires the
internal law as the rule of reference.
determination of the meaning of the term “national law” is used
therein.

“Strangely enough, both the advocates for and the objectors to


the renvoi plead that greater uniformity will result from adoption
There is no single American law governing the validity of
of their respective views. And still more strange is the fact that
testamentary provisions in the United States, each state of the
the only way to achieve uniformity in this choice-of-law problem
Union having its own private law applicable to its citizens only
is if in the dispute the two states whose laws form the legal
and in force only within the state. The “national law” indicated
basis of the litigation disagree as to whether the renvoi should
be accepted. If both reject, or both accept the doctrine, the of the forum, in determining the question before it, must take
result of the litigation will vary with the choice of the forum. In into account the whole law of the other jurisdiction, but also its
the case stated above, had the Michigan court rejected the rules as to conflict of laws, and then apply the law to the actual
renvoi, judgment would have been against the woman; if the question which the rules of the other jurisdiction prescribe. This
suit had been brought in the Illinois courts, and they too may be the law of the forum. The doctrine of the renvoi has
rejected the renvoi, judgment would be for the woman. The generally been repudiated by the American authorities.” (2 Am.
same result would happen, though the courts would switch with Jur. 296)
respect to which would hold liability, if both courts accepted the
renvoi.
The scope of the theory of renvoi has also been defined and
the reasons for its application in a country explained by Prof.
“The Restatement accepts the renvoi theory in two instances: Lorenzen in an article in the Yale Law Journal, Vol. 27, 1917-
where the title to land is in question, and where the validity of a 1918, pp. 529-531. The pertinent parts of the article are quoted
decree of divorce is challenged. In these cases the Conflict of herein below:
Laws rule of the situs of the land, or the domicile of the parties
in the divorce case, is applied by the forum, but any further
reference goes only to the internal law. Thus, a person’s title to
“The recognition of the renvoi theory implies that the rules of
land, recognized by the situs, will be recognized by every
the conflict of laws are to be understood as incorporating not
court; and every divorce, valid by the domicile of the parties,
only the ordinary or internal law of the foreign state or country,
will be valid everywhere.” (Goodrich, Conflict of Laws, Sec. 7,
but its rules of the conflict of laws as well. According to this
pp. 13-14.)
theory ‘the law of a country’ means the whole of its law.

“X, a citizen of Massachusetts, dies intestate, domiciled in


x x x x x x x
France, leaving movable property in Massachusetts, England,
and France. The question arises as to how this property is to
be distributed among X’s next of kin.
“Von Bar presented his views at the meeting of the Institute of
International Law, at Neuchatel, in 1900, in the form of the
following theses:
“Assume (1) that this question arises in a Massachusetts court.
There the rule of the conflict of laws as to intestate succession
to movables calls for an application of the law of the
deceased’s last domicile. Since by hypothesis X’s last domicile “(1) Every court shall observe the law of its country as
was France, the natural thing for the Massachusetts court to do regards the application of foreign laws.
would be to turn to French statute of distributions, or whatever
corresponds thereto in French law, and decree a distribution
accordingly. An examination of French law, however, would “(2) Provided that no express provision to the contrary exists,
show that if a French court were called upon to determine how the court shall respect:
this property should be distributed, it would refer the
distribution to the national law of the deceased, thus applying
the Massachusetts statute of distributions. So on the surface of
things the Massachusetts court has open to it alternative “(a) The provisions of a foreign law which disclaims the right
course of action: (a) either to apply the French law is to to bind its nationals abroad as regards their personal statute,
intestate succession, or (b) to resolve itself into a French court and desires that said personal statute shall be determined by
and apply the Massachusetts statute of distributions, on the the law of the domicile, or even by the law of the place where
assumption that this is what a French court would do. If it the act in question occurred.
accepts the so-called renvoi doctrine, it will follow the latter
course, thus applying its own law.
“(b) The decision of two or more foreign systems of law,
provided it be certain that one of them is necessarily
“This is one type of renvoi. A jural matter is presented which competent, which agree in attributing the determination of a
the conflict-of-laws rule of the forum refers to a foreign law, the question to the same system of law.
conflict-of-laws rule of which, in turn, refers the matter back
“If, for example, the English law directs its judge to distribute
again to the law of the forum. This is renvoi in the narrower
the personal estate of an Englishman who has died domiciled
sense. The German term for this judicial process is
in Belgium in accordance with the law of his domicile, he must
‘Ruckverweisung.’” (Harvard Law Review, Vol. 31, pp. 523-
first inquire whether the law of Belgium would distribute
571.)
personal property upon death in accordance with the law of
domicile, and if he finds that the Belgian law would make the
distribution in accordance with the law of nationality — that is
“After a decision has been arrived at that a foreign law is to be the English law — he must accept this reference back to his
resorted to as governing a particular case, the further question own law.”
may arise: Are the rules as to the conflict of laws contained in
such foreign law also to be resorted to? This is a question
which, while it has been considered by the courts in but a few
We note that Article 946 of the California Civil Code is its
instances, has been the subject of frequent discussion by
conflict of laws rule, while the rule applied in In re Kaufman,
textwriters and essayists; and the doctrine involved has been
Supra, its internal law. If the law on succession and the conflict
descriptively designated by them as the ‘Renvoyer’ to send
of laws rules of California are to be enforced jointly, each in its
back, or the ‘Ruchversweisung’, or the ‘Weiterverweisung’,
own intended and appropriate sphere, the principle cited In re
since an affirmative answer to the question postulated and the
Kaufman should apply to citizens living in the State, but Article
operation of the adoption of the foreign law in toto would in
946 should apply to such of its citizens as are not domiciled in
many cases result in returning the main controversy to be
California but in other jurisdictions. The rule laid down of
decided according to the law of the forum. x x x (16 C.J.S.
resorting to the law of the domicile in the determination of
872.)
matters with foreign element involved is in accord with the
“Another theory, known as the “doctrine of renvoi”, has been general principle of American law that the domiciliary law
advanced. The theory of the doctrine of renvoi is that the court
should govern in most matters or rights which follow the person The Philippine cases (In re Estate of Johnson, 39 Phil. 156;
of the owner. Riera vs. Palmaroli, 40 Phil. 105; Miciano vs. Brimo, 50 Phil.
867; Babcock Templeton vs. Rider Babcock, 52 Phil. 130; and
Gibbs vs. Government, 59 Phil. 293.) cited by appellees to
support the decision can not possibly apply in the case at bar,
“When a man dies leaving personal property in one or more
for two important reasons, i.e., the subject in each case does
states, and leaves a will directing the manner of distribution of
not appear to be a citizen of a state in the United States but
the property, the law of the state where he was domiciled at the
with domicile in the Philippines, and it does not appear in each
time of his death will be looked to in deciding legal questions
case that there exists in the state of which the subject is a
about the will, almost as completely as the law of situs is
citizen, a law similar to or identical with Art. 946 of the
consulted in questions about the devise of land. It is logical
California Civil Code.
that, since the domiciliary rules control devolution of the
personal estate in case of intestate succession, the same rules
should determine the validity of an attempted testamentary
dispostion of the property. Here, also, it is not that the We therefore find that as the domicile of the deceased
domiciliary has effect beyond the borders of the domiciliary Christensen, a citizen of California, is the Philippines, the
state. The rules of the domicile are recognized as controlling validity of the provisions of his will depriving his acknowledged
by the Conflict of Laws rules at the situs property, and the natural child, the appellant, should be governed by the
reason for the recognition as in the case of intestate Philippine Law, the domicile, pursuant to Art. 946 of the Civil
succession, is the general convenience of the doctrine. The Code of California, not by the internal law of California.
New York court has said on the point: ‘The general principle
that a dispostiton of a personal property, valid at the domicile of
the owner, is valid anywhere, is one of the universal
WHEREFORE, the decision appealed from is hereby reversed
application. It had its origin in that international comity which
and the case returned to the lower court with instructions that
was one of the first fruits of civilization, and it this age, when
the partition be made as the Philippine law on succession
business intercourse and the process of accumulating property
provides. Judgment reversed, with costs against appellees.
take but little notice of boundary lines, the practical wisdom
and justice of the rule is more apparent than ever.’” (Goodrich, Padilla, Bautista Angelo, Concepcion, Reyes, Barrera,
Conflict of Laws, Sec. 164, pp. 442-443.) Paredes, Dizon, Regala and Makalintal, JJ., concur.

Bengzon, C.J., took no part.


Appellees argue that what Article 16 of the Civil Code of the Decision reversed and case returned to lower court with
Philippines pointed out as the national law is the internal law of instructions that partition be made as the Philippine law on
California. But as above explained the laws of California have succession applies.
prescribed two sets of laws for its citizens, one for residents
therein and another for those domiciled in other jurisdictions. Notes.—The words “amount of successional rights” used in
Reason demands that We should enforce the California Article 16 of the Civil Code refer to the extent or amount of
internal law prescribed for its citizens residing therein, and property that each heir is legally entitled to inherit from the
enforce the conflict of laws rules for the citizens domiciled estate available for distribution (Collector v. Fisher, et al., L-
abroad. If we must enforce the law of California as in comity 11622 and L-11668, Jan, 23, 1960).
we are bound to go, as so declared in Article 16 of our Civil
Code, then we must enforce the law of California in The doctrine of renvoi is usually pertinent where the decedent
accordance with the express mandate thereof and as above is a national of one country and is domiciled in another. It does
explained, i.e., apply the internal law for residents therein, and not apply to a case where the decedent was a citizen of Texas
its conflict-of-laws rule for those domiciled abroad. and was domiciled therein at the time of his death. (Bellis vs.
Bellis, et al., L-23678, June 6, 1967, 20 SCRA 358). Aznar vs.
Garcia, 7 SCRA 95, No. L-16749 January 31, 1963

It is argued on appellees’ behalf that the clause “if there is no


law to the contrary in the place where the property is situated”
in Sec. 946 of the California Civil Code refers to Article 16 of
the Civil Code of the Philippines and that the law to the
contrary in the Philippines is the provision in said Article 16 that
the national law of the deceased should govern. This
contention can not be sustained. As explained in the various
authorities cited above the national law mentioned in Article 16
of our Civil Code is the law on conflict of laws in the California
Civil Code, i.e., Article 946, which authorizes the reference or
return of the question to the law of the testator’s domicile. The
conflict of laws rule in California, Article 946, Civil Code,
precisely refers back the case, when a decedent is not
domiciled in California, to the law of his domicile, the
Philippines in the case at bar. The court of the domicile can not SUPREME COURT REPORTS ANNOTATED
and should not refer the case back to California; such action Bellis vs. Bellis
would leave the issue incapable of determination because the
case will then be like a football, tossed back and forth between No. L-23678. June 6, 1967.
the two states, between the country of which the decedent was
a citizen and the country of his domicile. The Philippine court TESTATE ESTATE OF AMOS G. BELLIS, deceased.
must apply its own law as directed in the conflict of laws rule of PEOPLE'S BANK & TRUST COMPANY, executor. MARIA
the state of the decedent, if the question has to be decided, CRISTINA BELLIS and MIRIAM PALMA BELLIS, oppositors-
especially as the application of the internal law of California appellants, vs. EDWARD A. BELLIS, ET AL., heirs-appellees.
provides no legitime for children while the Philippine law, Arts.
Wills; Succession; Conflict of laws; Renvoi doctrine.—The
887(4) and 894, Civil Code of the Philippines, makes natural
doctrine of renvoi is usually pertinent where the decedent is a
children legally acknowledged forced heirs of the parent
national of one country and is domiciled in another. It does not
recognizing them.
apply to a case where the decedent was a citizen of Texas and
was domiciled therein at the time of his death. So that, even
assuming that Texas has a conflicts rule providing that the
domiciliary law should govern successional rights, the same
would not result in a reference back (renvoi) to Philippine law, April 30, 1964. approving the project of partition f iled by the
but it would still refer to Texas law. Nonetheless, if Texas has a executor in 'Civil Case No. 37089 therein.
conflicts rule, adopting the rule of lex rei sitae, which calls for
the application of the law of the place where the properties are
situated, renvoi would arise, where the properties involved are
The. facts of the case are as follows:
found in the Philippines.

Same; Foreign laws.—In the absence of proof as to the


conflicts rule of Texas, it would be presumed to be the same as Amos G. Bellis, born in Texas, was "a citizen of the State of
our local conflicts rule. Texas and of the United States." By his first wife, Mary E.
Mallen, whom he divorced, he had five legitimate children:
Same; Applicability of national law to succession; Capacity to
Edward A. Bellis, George Bellis (who pre-deceased him in
succeed—The decedent's national law governs the order of
infancy), Henry A. Bellis, Alexander Bellis and Anna Bellis
succession, the amount of successional rights, the intrinsic
Allsman; by his second wife, Violet Kennedy, who survived
validity of the provisions of the will and capacity to succeed.
him, he had three legitimate children: Edwin G. Bellis. Walter
Same; Third paragraph of article 17 of New Civil Code does S. Bellis and Dorothy Bellis; and finally, he had three
not modify article 16.—The third paragraph of article 17 of the illegitimate children: Amos Bellis, Jr., Maria Cristina Bellis and
New Civil Code is not an exception to the second paragraph of Miriam Palma Bellis.
article 16. Precisely, Congress deleted the phrase,
"notwithstanding the provisions of this and the next preceding
article," when it incorporated article 11 of the old Civil Code as SUPREME COURT REPORTS ANNOTATED
article 17, while reproducing without substantial change the
second paragraph of article 10 of the old Civil Code, as article
16. The legislative intent must have been to make the second
paragraph of article 176 a specific provision in itself which must On August 5, 1952, Amos G. Bellis executed a will in the
be applied in testate and intestate succession. As a further Philippines, in which he directed that after all taxes,
indication of this legislative intent, Congress added a new obligations, and expenses of administration are paid f or, his
provision, under article 1039, which decrees that capacity to distributable estate should be divided, in trust, in the following
succeed is governed by the decedent's national law, order and manner: (a) $240,000.00 to his first wife, Mary E.
Mallen; (b) P120,000.00 to his three illegitimate children, Amos
Same; Legitimes; Statutes; Special and general provisions.— Bellis, Jr., Maria Cristina Bellis and Miriam Palma Bellis, or
Whatever public policy and good customs may be involved in P40,000.00 each and (c) after the foregoing two items have
our system of legitimes, Congres has not intended to extend been satisfied, the remainder shall go to his seven surviving
the same to the succession of foreign nationals. It has children by his first and second wives, namely: Edward A.
specifically chosen the decedent's national law to govern, inter Bellis, Henry A. Bellis, Alexander Bellis, and Anna Bellis
alia, the amount of successional rights. Specific provisions Allsman, Edwin G. Bellis, Walter S. Bellis, and Dorothy E.
must prevail over general ones. Bellis, in equal shares.

Subsequently, or on July 8, 1958, Amos G. Bellis died, a


resident of San Antonio, Texas, U.S.A. His will was admitted to
Same; Testamentary provision that successional right to probate in the Court of First Instance of Manila on September
decedent's estate would be governed by law other than his 15, 1958.
national law is void.—A provision in a foreigner's will that his
properties should be distributed in accordance with Philippine The People's Bank and Trust Company, as executor of the will,
law and not in accordance with his national law is void, being paid all the bequests therein including the amount of
contrary to article 16 of the New Civil Code. $240,000.00 in the form of shares of stock to Mary E. Mallen
and to the three (3) illegitimate children, Amos Bellis, Jr., Maria
Cristina Bellis and Miriam Palma Bellis, various amounts
totalling P40,000.00 each in satisfaction of their respective
Same; System of legitimes does not apply to estate of a citizen
legacies, or a total of P120,000.00, which it released from time
of Texas.—Where the decedent was a citizen of Texas and
to time accordingly as the lower court approved and allowed
under Texas laws there are no forced heirs, the system of
the various motions or petitions filed by the latter three
legitimes in Philippine law cannot be applied to the succession
requesting partial advances on account of their respective
to the decedent's testate because the intrinsic validity of the
legacies.
provisions of the decedent's will and the amount of
successional rights are to be determined under Texas law. On January 8, 1964, preparatory to closing its administration,
the executor submitted and filed its "Executor's Final Account,
Report of Administration and Project of Partition" wherein it
APPEAL from an order of the Court of First Instance of Manila. reported, inter alia, the satisfaction of the legacy of Mary E.
Mallen by the delivery to her of shares of stock amounting to
The facts are stated in the opinion of the Court. $240,000.00, and the legacies of Amos Bellis, Jr., Maria
Cristina Bellis and Miriam Palma Bellis in the amount of
Vicente R. Macasaet and Jose D. Villena for P40,000.00 each or a total of ?120,000.00. In the project of
oppositorsappellants. partition, the executor—pursuant to the "Twelfth" clause of the
testator's Last Will and Testament—divided the residuary
Paredes, Poblador, Cruz & Nazareno for heirs-appellees E. A.
estate into seven equal portions for the benefit of the testator's
Bellis, et al.
seven legitimate children by his first and second marriages.
Quijano and Arroyo for heirs-appellees W. S. Bellis, et al.
On January 17, 1964, Maria Cristina Bellis and Miriam Palma
J. R. Balonkita for appellee People's Bank & Trust Company. Bellis filed their respective oppositions to the project of partition
on the ground that they were deprived of their legitimes as
Ozaeta, Gibbs & Ozaeta for appellee A. B. Allsman. illegitimate children and, therefore, compulsory heirs of the
deceased.

Amos Bellis, Jr. interposed no opposition despite notice to him,


BENGZON. J.P., J,: proof of service of which is evidenced by the registry receipt
This is a direct appeal to Us, upon a question purely of law, submitted on April 27, 1964 by the executor.1 After the parties
from an order of the Court of First Instance of Manila dated filed their respective memoranda and other pertinent
pleadings, the lower court, on April 30, 1964, issued an order
overruling the oppositions and approving the executor's final "Prohibitive laws concerning persons, their acts or property,
account, report and administration and project of partition. and those which have for their object public order, public policy
Relying upon Art. 16 of the Civil Code, it applied the national and good customs shall not be rendered ineffective by laws or
law of the decedent, which in this case is Texas law, which did judgments promulgated, or by determinations or conventions
not provide for legitimes. agreed upon in a foreign country."

Their respective motions for reconsideration having been


denied by the lower court on June 11, 1964,
oppositorsappellants appealed to this Court to raise the issue prevails as the exception to Art. 16, par. 2 of the Civil Code
of which law must apply—Texas law or Philippine law. afore-quoted. This is not correct. Precisely, Congress deleted
the phrase, "notwithstanding the provisions of this and the next
preceding article" when they incorporated Art. 11 of the old
Civil Code as Art. 17 of the new Civil Code, while reproducing
In this regard, the parties do not submit the case on, nor even without substantial change the second paragraph of Art. 10 of
discuss, the doctrine of renvoi, applied by this Court in Aznar v. the old Civil Code as Art. 16 in the new. It must have been their
Christensen Garcia, L-16749, January 31, 1963. Said doctrine purpose to make the second paragraph of Art. 16 a specific
is usually pertinent where the decedent is a national of one provision in itself which must be applied in testate and intestate
country, and a domicile of another. In the present case, it is not succes-sions. As further indication of this legislative intent.
disputed that the decedent was both a national of Texas and a Congress added a new provision, under Art. 1039, which
domicile thereof at the time of his death.2 So that even decrees that capacity to succeed is to be governed by the
assuming Texas has a conflict of law rule providing that the national law of the decedent.
domiciliary system (law of the domicile) should govern, the
same would not result in a reference back (renvoi) to Philippine
law, but would still refer to Texas law. Nonetheless, if Texas has
a conflicts rule adopting the situs theory (lex It is therefore evident that whatever public policy or good
customs may be involved in our system of legitimes, Congress
has not intended to extend the same to the succession of
foreign nationals. For it has specifically chosen to leave, inter.
________________ alia, the amount of successional rights, to the decedent's
national law. Specific provisions must prevail over general
ones,
1 He later filed a motion praying that as a legal heir he be
included in this case as one of the oppositors-appellants; to file
or adopt the opposition of his sisters to the project of partition; Appellants would also point out that the decedent executed two
to submit his brief after paying his proportionate share in the wills—one to govern his Texas estate and the other his
expenses incurred in the printing of the record on appeal; or to Philippine estate—arguing from this that he intended Philippine
allow him to adopt the briefs filed by his sisters—but this Court law to govern his Philippine estate. Assuming that such was
resolved to deny the motion where the properties are situated, the decedent's intention in executing a separate Philippine will,
renvoi would arise, since the properties here involved are it would not alter the law, for as this Court ruled in Miciano v.
found in the Philippines. In the absence, however, of proof as Brimo, 50 Phil. 867, 870, a provision in a foreigner's will to the
to the conflict of law rule of Texas, it should not be presumed effect that his properties shall be distributed in accordance with
different from ours.3 Appellants' position is therefore not rested Philippine law and not with his national law, is illegal and void.
on the doctrine of renvoi. As stated, they never invoked nor for his national law cannot be ignored in regard to those
even mentioned it in their arguments. Rather, they argue that matters that Article 10—now Article 16—of the Civil Code
their case falls under the circumstances mentioned in the third states said national law should govern.
paragraph of Article 17 in relation to Article 16 of the Civil
Code.

The parties admit that the decedent, Amos G. Bellis, was a


citizen of the State of Texas, U.S.A., and that under the laws of
Article 16, par. 2, and Art. 1039 of the Civil Code, render Texas, there are no forced heirs or legitimes. Accordingly, since
applicable the national law of the decedent, in intestate or the intrinsic validity of the provision of the will and the amount
testamentary successions, with regard to four items: (a) the of successional rights are to be determined under Texas law,
order of succession; (b) the amount of successional rights; (c) the Philippine law on legitimes cannot be applied to the testacy
the intrinsic validity of the provisions of the will; and (d) the of Amos G. Bellis.
capacity to succeed. They provide that—

Wherefore, the order of the probate court is hereby affirmed in


"ART. 16. Real property as well as personal property is subject toto, with costs against appellants. So ordered.
to the law of the country where it is situated. "However,
intestate and testamentary successions, both with respect to
the order of succession and to the amount of successional
rights and to the intrinsic validity of testamentary provisions, Allied Workers' Association of the Philippines vs. Court of
shall be regulated by the national law of the person whose Industrial Relations
succession is under consideration, whatever may be the nature
of the property and regardless of the country wherein said
property may be found." Concepcion, C.J., Reyes, J.B.L., Dizon, Regala, Makalintal,
Zaldivar, Sanchez and Castro, JJ., concur.

"ART. 1039. Capacity to succeed is governed by the law of the


nation of the decedent." Judgment affirmed.

Appellants would however counter that Art. 17. paragraph Notes.—In Philippine Trust Company vs. Bohanan, 60 O.G.
three, of the Civil Code, stating that— 4615, it was held that the validity of the provisions of the will of
a citizen of Nevada should be governed by his national law, the
law of Nevada. Since the Nevada law allows a citizen of
Nevada to dispose of all his property according to his will, the
testamentary provisions therein, depriving his wife and children
of what should be their legitimes under Philippine law should
be respected and the project of partition made in accordance
with. his will should be approved,

In Aznar vs. Christensen Garcia, 61 O.G. 7302, it was held


that, where the deceased citizen of California was domiciled in
the Philippines, the validity of the provisions of his will should
be governed by Philippine law, pursuant to article 946 of the
California Civil Code, and not by the internal law of California.
Bellis vs. Bellis, 20 SCRA 358, No. L-23678 June 6, 1967

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