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“SPECIAL PROCEEDINGS CASE DIGESTS” This is clear from the term 'suit' that it refers to an action by

S.Y. 2019-2020 one person or persons against another or other in a court of justice in
which the plaintiff pursues the remedy which the law affords him for
I. Rules of Special Proceedings (Rule 72, Rules of Court) the redress of an injury or the enforcement of a right, whether at law
or in equity.
1. Vda. De Manalo vs. Court of Appeals, G.R. No. 129242
(2001)
2. Natcher vs. Court of Appeals, G.R. No. 133000 (2001)
Vda. De Manalo vs. Court of Appeals
G.R. No. 129242, 16 January 2001 Natcher vs. Court of Appeals
De Leon, Jr., J.: G.R. No. 133000, 2 October 2001
Buena, J.:
FACTS:
Troadio Manalo died intestate on February 14, 1992. He was FACTS:
survived by his wife, Pilar S. Manalo, and his eleven children, who are Spouses Graciano del Rosario and Graciana Esguerra were
all of legal age. At the time of his death, Troadio Manalo left several registered owners of a parcel of land. Upon the death of Graciana in
real properties including a business under the name and style 1951, Graciano, together with his six children entered into an
Manalo's Machine Shop. extrajudicial settlement of Graciana's estate. They adjudicated and
The eight of the surviving children of the late Troadio Manalo divided among themselves the real property. Under the agreement:
filed a petition with the respondent RTC of the judicial settlement of Graciano received 8/14 share while each of the six children received
the estate of their late father and for the appointment of their brother, 1/14share of the said property. The heirs executed and forged an
Romeo Manalo, as administrator thereof. "Agreement of Consolidation-Subdivision of Real Property with
The trial court issued an order and set the reception of Waiver of Rights" wherein they subdivided among themselves the
evidence of the petitioners therein. However, the trial court upon parcel of land.
motion of set this order of general default aside herein petitioners Graciano then donated to his children, share and share alike, a
(oppositors therein) who were granted then 10 days within which to portion of his interest in the land amounting to 4,849.38 square
file their opposition to the petition. Several pleadings were meters leaving only 447.60 square meters registered under Graciano's
subsequently filed by herein petitioners, through counsel, culminating name. The land was further subdivided into two separate lots.
in the filling of an Omnibus Motion. Graciano sold the 1st lot to a third person but retained ownership over
the 2nd lot. Graciano married petitioner Patricia Natcher, and sold the
ISSUE/S: 2nd lot to Natcher, a title was issued under her name.
Whether or not the motion for the outright dismissal of the Graciano died leaving his 6 children and Natcher as heirs. A
petition for judicial settlement of estate aver that earnest efforts civil case was filed a complaint before the RTC by the 6 children. After
toward a compromise involving members of the same family have trial, RTC rendered a decision holding the Deed of Sale as prohibited
been made. by law and thus, a complete nullity. On appeal, the CA reversed and
set aside the lower court‘s decision.
RULING/S:
The petition was denied for lack of merit. Petitioners may not ISSUE/S:
validly take refuge under the provisions of Rule 1, Section 2, of the Whether or not the RTC, acting as a court of general
Rules of Court to justify the invocation of Article 222 of the Civil Code jurisdiction in an action for reconveyance annulment of title with
of the Philippines for the dismissal of the petition for settlement of the damages, adjudicate matters relating to the settlement of the estate of
estate of the deceased Troadio Manalo inasmuch as the latter a deceased person particularly on questions as to advancement of
provision is clear enough. property made by the decedent to any of the heirs.
asserting that the petition be dismissed since she was the only heir of
RULING/S: Lising who passed away without leaving any debts.
NO. CA decision is AFFIRMED. Under Section 3, Rule 1 of the Subsequently, petitioner filed a Supplement to the Opposition
1997 Rules of Civil Procedure defines civil action and special attaching thereto the certification of her adoption from the local civil
proceedings, in this wise: registrar‘s office that the adoption decree was registered therein and
also a copy of a Judicial Form and a certification issued by the clerk of
"XXX a) A civil action is one by which a party sues another for court that the decree was on file in the General Docket of the RTC-
the enforcement or protection of a right, or the prevention or Tarlac.
redress of a wrong. Respondents filed a Comment to the opposition stating that
reasonable doubts have been cast on Petitioner‘s claim that she was
"A civil action may either be ordinary or special. Both are legally adopted due allegedly to certain ―badges of fraud.‖
government by the rules for ordinary civil actions, subject to The appellate court refused to dismiss the proceeding because
specific rules prescribed for a special civil action. it was incumbent upon the petitioner to prove before the trial court
that she was indeed adopted by the Delos Santos spouse since,
"XXX ―imputations of irregularities permeating the adoption decree render
its authenticity under a cloud of doubt.‖
"c) A special proceeding is a remedy by which a party seeks to
establish a status, a right or a particular fact." ISSUE/S:
Whether or not petitioner had to prove the validity of her
There lies a marked distinction between an action and a special adoption due to imputations of irregularities.
proceeding. An action is a formal demand of one's right in a court of
justice in the manner prescribed by the court or by the law. On the RULING/S:
other hand, the term "special proceeding" may be defined as an No. Petitioner need not prove her legal adoption by any
application or proceeding to establish the status or right of a party, or evidence other than those which she had already presented before the
a particular fact. trial court.
Documents consisting of entries in public records made in the
performance of a duty by a public officer are prima facie evidence of
3. Reyes vs. Sotero, G.R. No. 167405 (2006) the facts therein stated. As such, the certifications issued by the local
civil registrar and the clerk of court regarding details of petitioner‘s
Reyes vs. Sotero adoption which are entered in the records kept under their official
G.R. No. 167405, 16 February 2006 custody, are prima facie evidence of the facts contained therein. These
Ynares-Santiago, J.: certifications suffice as proof of the fact of petitioner‘s adoption by the
Delos Santos spouses until contradicted or overcome by sufficient
FACTS: evidence. Mere ―imputations of irregularities‖ will not cast a ―cloud of
Respondent Chichioco filed a petition for the issuance of doubt‖ on the adoption decree since the certifications and its contents
letters of administration and settlement of estate of the late Elena are presumed valid until proof to the contrary is offered.
Lising claiming that she was the niece and heir of Lising who died
intestate. Respondent claims that real and personal properties were
allegedly in the possession of petitioner Ana Joyce S. Reyes, a 4. Ancheta vs. Guersey-Dalaygon, G.R. No. 139868 (2006)
grandniece of the deceased.
Petitioner Reyes filed an Opposition to the petition, claiming Ancheta vs. Guersey-Dalaygon
that she was an adopted child of Lising and the latter‘s husband and G.R. No. 139868, 8 June 2006
Austria-Martinez, J.:
5. Domingo vs. Landicho, G.R. No. 170015 (2007)
FACTS:
Two American citizens have resided in the Philippines. They Domingo vs. Landicho
have an adopted daughter. The wife died and left a will where she left G.R. No. 170015, 29 August 2007
her entire estate to her husband. 2 years after the wife's death, the Carpio Morales, J.:
husband married a Candelaria. 4 years after, Richard died and left a
will where he left his entire estate to Candelaria except for some of his FACTS:
shares in a company which he left to his adopted daughter. Audrey‘s Crisologo Domingo filed with the RTC an application for
will was admitted to probate in CFI Rizal. Inventory was taken on registration of certain parcels of land, which he supposedly purchased
their conjugal properties. Ancheta, as the administrator, filed for a from one Genoveva Manlapit in 1948, and has since been in
partition of the first wife's estate. The will was also admitted in a court continuous, open, public, adverse and uninterrupted possession
in her native land (Maryland). thereof in the concept of an owner.
Severino and Raymundo Landicho, Julian Abello, Marta de
ISSUE/S: Sagun and Editha G. Sarmiento subsequently filed an
1. Whether or not the properties in issue should be governed by Answer/Opposition to Domingo‗s application, claiming, among other
the law where the property is situated. things, that they have been the ones in open, continuous, adverse and
2. Whether or not the decree of distribution may still be annulled. actual possession and cultivation of the lots in the concept of owners
and have even been paying real estate taxes thereon.
RULING/S: The RTC approved Domingo‗s application for registration. On
1. Yes, properties in issue should be governed by the law where appeal by Landicho, et al., the Court of Appeals reversed and set aside
the property is situated. However, since the first wife is a the RTC Decision and dismissed Domingo‗s application for
foreign national, the intrinsic validity of her will is governed by registration of land title. Petitioner Domingo filed a motion for
her national law. The national law of the person who made the reconsideration with the Court of Appeals which was subsequently
will shall regulate whose succession is in consideration denied by said court.
whatever the nature of the property and regardless of the
country where the property maybe found (Art 16 CC). The first ISSUE/S:
wife's properties may be found in the Philipppines, however Whether or not Domingo is entitled to the registration of the
the successional rights over those properties are governed by lots in question pursuant to Section 14, sub pars. (1) and (4) of P.D.
the national law of the testator. 1529.

2. A decree of distribution of the estate of a deceased person vests RULING/S:


the title to the land of the estate in the distributees, which, if Section 14 of P.D. No. 1529 provides that to be entitled of a
erroneous may be corrected by a timely appeal. Once it land, the applicant must prove that: (a) the land applied for forms part
becomes final, its binding effect is like any other judgment in of the disposable and alienable agricultural lands of the public domain
rem. However, in exceptional cases, a final decree of and (b) he has been in open, continuous, exclusive and notorious
distribution of the estate may be set aside for lack of possession and occupation of the same under a bona fide claim of
jurisdiction or fraud. ownership either since time immemorial or since June 12, 1945.
Petitioner‘s failure to proficiently manage the All lands not otherwise appearing to be clearly within private
distribution of Audrey‘s estate according to the terms of her ownership are presumed to belong to the State, and unless it has been
will and as dictated by the applicable law amounted to shown that they have been reclassified by the State as alienable or
extrinsic fraud. disposable to a private person, they remain part of the inalienable
public domain.
To prove that a land is alienable, an applicant must II. Settlement of Estates of Deceased Persons (Rules 73-90,
conclusively establish the existence of a positive act of government, Rules of Court)
such as presidential proclamation or an executive order, or
administrative action, investigation reports of the Bureau of Lands 1. Maloles II vs. Phillips, G.R. No. 133359 (2000)
investigator or a legislative act or statute.
Maloles II vs. Phillips
G.R. No. 133359, 31 January 2000
XXXXX Mendoza, J.:

FACTS:
On July 20, 1995, Dr. Arturo de Santos, Filipino and a resident
of Makati City, filed a petition for probate of his will 1 in the RTC. He
alleged that he had no compulsory heirs; that he had named in his will
as sole legatee and devisee the Arturo de Santos Foundation, Inc.; that
he disposed by his will his properties with an approximate value of not
less than P2,000,000.00; and that copies of said will were in the
custody of the named executrix, private respondent Pacita de los
Reyes Phillips.
Petitioner Octavio S. Maloles II filed a motion for intervention
claiming that, as the only child of Alicia de Santos (testator‘s sister)
and Octavio L. Maloles, Sr., he was the sole full-blooded nephew and
nearest of kin of Dr. De Santos. He likewise alleged that he was a
creditor of the testator. Petitioner thus prayed for the reconsideration
of the order allowing the will and the issuance of letters of
administration in his name.

ISSUE/S:
Whether or not the petitioner, being a creditor of the late Dr.
Arturo de Santos, has a right to intervene and oppose the petition for
issuance of letters testamentary filed by the respondent.

RULING/S:
No. Even if petitioner is the nearest next of kin of Dr. De
Santos, he cannot be considered an ―heir‖ of the testator. It is a
fundamental rule of testamentary succession that one who has no
compulsory or forced heirs may dispose of his entire estate by will.
Thus, Article 842 of the Civil Code provides:

“One who has no compulsory heirs may dispose by will of all


his estate or any part of it in favor of any person having
capacity to succeed.”
“One who has compulsory heirs may dispose of his estate 3. Cortes vs. Court of Appeals, G.R. No. 117417 (2000)
provided he does not contravene the provisions of this Code
with regard to the legitimate of said heirs.” Cortes vs. Court of Appeals
G.R. No. 117417, 21 September 2000
Petitioner, as nephew of the testator, does not have any right to Buena, J.:
intervene in the settlement proceedings based on his allegation that he
is a creditor of the deceased. FACTS:
Petitioner Menandro A. Reselva, private respondent
(petitioner in this petition) Milagros R. Cortes, and Florante Reselva
2. Rodriguez, et. al. vs. Borja, et. al, G.R. No. 180906 are brothers and sister and children - heirs of the late spouses Teodoro
T. Reselva and Lucrecia Aguirre Reselva, who died on April 11, 1989
Rodriguez, et. al. vs. Borja, et. Al. and May 13, 1987, respectively. During their lifetime, they acquired a
G.R. No. L-21993, 21 June 1966 property particularly a house and lot consisting of 100 square meters,
Reyes, J.B.L., J.: more or less. As can be gleaned from the records, Lucrecia Aguirre
Reselva died ahead of Teodoro T. Reselva. The latter executed a
FACTS: holographic will which was probated in this case on July 31, 1991, with
In this case, there were 2 proceedings. First was an intestate Milagros R. Cortes, as the appointed Executrix. After having been
proceeding instituted meaning, a proceeding to settle the estate of a appointed and qualified as Executrix, she filed a motion before
deceased person who died without a will. But subsequently, a will was respondent probate court praying that Menandro A. Reselva, the
found and again another proceeding was instituted, this time, testate occupant of the property, be ordered to vacate the property and turn
proceeding wherein the estate of the deceased person is settled if that over to said Executrix the possession thereof. This is the motion which
person has left a will. We are confronted here of 2 proceedings, one the respondent court granted in the assailed order of October 18,
was instituted ahead of the other. 1993.
In the Appellate Court, the Regional Trial Court's order was set
ISSUE/S: aside for having been issued beyond the latter's limited jurisdiction as
Whether or not either proceeding may be preferred. a probate court.

RULING/S: ISSUE/S:
Yes. As long as there is a will, even if that will is found later Whether or not probate court is competent to decide the
and even if the proceeding for the settlement of the estate of a person question of ownership.
with a will is filed later, that should be preferred. The will should be
probated. The will should be given effect as much as possible in order RULING/S:
to give effect to the wishes of the testator. The wishes of the testator Yes. The case at bar falls squarely under Rule 73, Section 2 of
must be given such preference first. Probate of the will is needed in the Revised Rules of Court, thus:
order to determine whether or not the will was indeed valid, whether
or not the will was executed in observance with the formalities "RULE 73
required by law and whether or not the testator executed it with a "SEC. 2. Where estate upon dissolution of marriage. - When
sound mind. the marriage is dissolved by the death of the husband or wife,
If later on in the probate proceeding, the will is found not to the community property shall be inventoried, administered,
have validly executed, then intestate proceeding can be applied. But and liquidated, and the debts thereof paid, in the testate or
first, proceed to testate. intestate proceedings of the deceased spouse. If both spouses
have died, the conjugal partnership shall be liquidated in the
testate or intestate proceedings of either."
and Antonia were able to perpetrate the fraud by inducing Concepcion
Consequently, this case should be returned to the probate - who was illiterate - to sign the deed of extrajudicial settlement of
court for the liquidation of the conjugal partnership of Teodoro and estate, which was written in the English language, without previously
Lucrecia Reselva prior to the settlement of the estate of Teodoro. reading and explaining the contents thereof to the latter; that Amparo
In the present case, private respondent Menandro A. Reselva, and Antonia fraudulently took advantage of Concepcion's ignorance
who refused to vacate the house and lot being eyed as part of the and mental weakness, deceiving and cajoling her into signing the deed
estate of the late Teodoro T. Reselva, cannot be considered an "outside of extrajudicial settlement, to her damage and injury; and that
party" for he is one of the three compulsory heirs of the former. As Antonia passed away, but left as her heirs herein petitioners Ernesto
such, he is very much involved in the settlement of Teodoro's estate. Halili, Alicia H. Florencio, Donald Halili, Editha H. Rivera, Ernesto
By way of exception to the above-mentioned rule, "when the parties Halili, Jr. and Julito Halili, who are in possession of the two lots
are all heirs of the decedent, it is optional upon them to submit to the allocated to Antonia. Respondents thus parayed that after due
probate court the question of title to property." Here, the probate hearing, judgment shall be rendered.
court is competent to decide the question of ownership. More so, RTC dismissed the Complaint. Respondents appealed before
when the opposing parties belong to the poor stratum of society and a the CA, which completely reversed and set aside the RTC's judgment
separate action would be most expensive and inexpedient. and the parties' deed of extrajudicial settlement.

ISSUE/S:
4. G.R. No. 211153, February 28, 2018 Amparo S. Cruz; Whether or not the CA erred in ruling that the respondents'
Ernesto Halili; Alicia H. Florencio; Donald Halili; Editha H. cause of action for annulment has not prescribed, and that it ignored
Rivera; Ernesto Halili, Jr.; And Julito Halili, Petitioners, V. contemporaneous and subsequent acts of respondents indicating the
Angelito S. Cruz, Concepcion S. Cruz, Serafin S. Cruz, And absence of fraud or vitiation of consent in the execution of the deed of
Vicente S. Cruz, Respondents. extrajudicial settlement of the estate of Felix Cruz.

Cruz, et. al. v. Cruz, et.al. RULING/S:


G.R. No. 211153, 28 February 2018 The Court denied the Petition.
Del Castillo, J.: Under the law, "[t]he children of the deceased shall always
inherit from him in their own right, dividing the inheritance in equal
FACTS: shares." In this case, two of Concepcion's co-heirs renounced their
In an Amended Complaint filed on April 6, 1999, respondents shares in the subject property; their shares therefore accrued to the
Angelito S. Cruz, Concepcion S. Cruz. (Concepcion), and Serafin S. remaining co-heirs, in equal shares as well.
Cruz alleged that they - together with their siblings, petitioner Amparo Thus, while the CA was correct in ruling in favor of Concepcion
S. Cruz (Amparo) and Antonia Cruz (Antonia) inherited a 940-square- and setting aside the subject deed of extrajudicial settlement, it erred
meter parcel of land (the subject property) from their late parents, in appreciating and ruling that the case involved fraud - thus applying
spouses Felix and Felisa Cruz, which land was covered by Original the four-year prescriptive period - when it should have simply held
Certificate of Title, that on July 31, 1986, the parties executed a deed that the action for the declaration of nullity of the defective deed of
of extrajudicial settlement of estate covering the subject property, on extrajudicial settlement does not prescribe, under the circumstances,
the agreement that each heir was to receive an equal portion of the given that the same was a total nullity. Clearly, the issue of literacy is
subject property as mandated by law; that in 1998, when the subject relevant to the extent that Concepcion was effectively deprived of her
property was being subdivided and the subdivision survey plan was true inheritance, and not so much that she was defrauded.
shown to respondents, they discovered that Antonia was allocated two
lots, as against one (1) each for the respondents; that Antonia's
allocation of two lots contravened the agreement among the heirs that XXXXX
they would receive equal shares in the subject property; that Amparo
III. Summary Settlement of Estates (Rule 74, Rules of notice that has been sent out or issued before any deed of settlement
Court) and/or partition is agreed upon, and not after such an agreement has
already been executed as what happened in the instant case with the
1. Cua vs Vargas GR No. 156536 (2006) publication of the first deed of extrajudicial settlement among heirs.
The publication of the settlement does not constitute
Cua vs Vargas constructive notice to the heirs who had no knowledge or did not take
GR No. 156536, 21 October 2006 part in it because the same was notice after the fact of execution. The
Azcuna, J.: requirement of publication is geared for the protection of creditors
and was never intended to deprive heirs of their lawful participation in
FACTS: the decedent‘s estate.
A parcel of residential land was left behind by the late Paulina Following Rule 74, these extrajudicial settlements do not bind
Vargas. A notarized Extra Judicial Settlement Among Heirs was respondents, and the partition made without their knowledge and
executed by and among the heirs, partitioning and adjudicating unto consent is invalid insofar as they are concerned. Considering,
themselves the lot in question and was published for 3 weeks. therefore, that respondents‘ co-heirs failed to comply with this
An Extra Judicial Settlement Among Heirs with Sale was again requirement, there is no legal impediment to allowing respondents to
executed by and among the same heirs over the same property and redeem the shares sold to petitioner.
also with the same sharings. Only 5 of the 9 heirs signed the document
and their respective shares were sold to Joseph Cua, petitioner herein. 2. Cruz vs. Cristobal, G.R. No. 140422 (2006)
After knowing of such sale to petitioner, Gloria Vargas tried to
redeem the property. When the offer to redeem was refused, Gloria Cruz vs. Cristobal
Vargas and her children filed a case for annulment of Extra Judicial G.R. No. 140422, 7 August 2006
Settlement and Legal Redemption of the lot with the MTC. Chico-Nazario, J.:
The MTC dismissed the complaint, declaring the Deed of Extra
Judicial Settlement Among Heirs with Sale valid and binding. The FACTS:
RTC affirmed the MTC decision, but the CA reversed the ruling of Petitioners claim that they are the legitimate children of
both lower courts. Buenaventura Cristobal during his first marriage to Ignacia Cristobal.
Petitioner argued among others, that the acquisition by On the other hand, private respondents are also the children of
petitioner of the subject property subsequent to the extrajudicial Buenaventura Cristobal resulting from his second marriage to Donata
partition was valid because the partition was duly published. Enriquez. On 18 June 1926, Buenaventura Cristobal purchased a
Considering that the partition was valid, respondents no longer have parcel of land with an area of 535 square meters. Sometime in the year
the right to redeem the property. 1930, Buenaventura Cristobal died intestate. More than six decades
later, petitioners learned that private respondents had executed an
ISSUE/S: extrajudicial partition of the subject property and transferred its title
Whether or not the heirs are deemed constructively notified to their names.
and bound, regardless of their failure to participate therein, by an A Complaint for Annulment of Title and Damages was filed
extrajudicial settlement and partition of estate when the extrajudicial before the RTC by petitioners against private respondents to recover
settlement and partition has been duly published. their alleged pro-indiviso shares in the subject property. To prove
their filiation with the deceased Buenaventura Cristobal, the
RULING/S: baptismal certificates of Elisa, Anselmo, and the late Socorro were
The petition lacks merit. The procedure outlined in Section 1 of presented. In the case of Mercedes who was born on 31 January 1909,
Rule 74 is an ex parte proceeding. The rule plainly states, however, she produced a certification issued by the Office of the Local Civil
that persons who do not participate or had no notice of an Registrar attesting to the fact that records of birth for the years 1901,
extrajudicial settlement will not be bound thereby. It contemplates a
1909, 1932 to 1939, 1940, 1943, and 1948 were all destroyed due to FRANCISCO substituted by VILLAFRIA, Petitioners, vs. MA.
ordinary wear and tear. GRACIA RINOZA PLAZO and MA. FE RINOZA ALARAS,
After trial on the merits, the trial court rendered a judgment Respondents.
dismissing the case, ruling that petitioners failed to prove their
filiation with the deceased Buenaventura Cristobal. Sps. Butiong, et.al. substituted by Villafria vs. Plazo and Alaras
On appeal, the CA ruled that they were able to prove their G.R. No. 187524, 5 August 2015
filiation with the deceased Buenaventura Cristobal thru ―other means Peralta, J.:
allowed by the Rules of Court and special laws,‖ but affirmed the
ruling of the trial court. FACTS:
On November 16, 1989, Pedro L. Rifioza died intestate, leaving
ISSUE/S: several heirs, including his children with his first wife the respondents
1. Whether or not petitioners were able to prove their filiation leaving several properties to them. Thereafter, a complaint for judicial
with the deceased Buenaventura Cristobal. partition with Annulment of Title and Recovery of Possession was
2. Whether or not the petitioners are bound by the Deed of filed by the respondents alleging that they discovered that their co-
Partition of the subject property executed by the private heirs sold the properties to the petitioners, who were now deceased
respondents. and duly represented by their son, without their consent.
The respondents also learned of a notice of an extra-judicial
RULING/S: settlement of estate of their late father was published in a tabloid
1. Yes. In relation to Article 172 of the Family code, ―Any other called Balita. Because of this, they caused the annotation of their
means allowed by the Rules of Court and Special Laws,‖ may adverse claims over the subject properties before the Register of
consist of the child‘s baptismal certificate, a judicial admission, Deeds and filed the said complaint.
a family bible in which the child‘s name has been entered, The petitioners denied the allegations of the complaint on the
common reputation respecting the child‘s pedigree, admission ground of lack of personal knowledge and good faith in acquiring the
by silence, the testimony of witnesses, and other kinds of proof subject properties. Petitioner Francisco further contended that what
of admission under Rule 130 of the Rules of Court. In the they purchased was only the resort. He also presented an Extra-
present case, the baptismal certificates of Elisa, Anselmo, and Judicial Settlement with Renunciation, Repudiations and Waiver of
the late Socorro were presented. Baptismal certificate is one of Rights and Sale which provides that respondents‘ co-heirs sold the
the acceptable documentary evidence to prove filiation in family home to the spouses Rolando and Ma. Cecilia Bondoc for Pl
accordance with the Rules of Court and jurisprudence. million as well as a Deed of Sale whereby Benita sold the resort to
petitioners.
2. No. Section 1, Rule 74 of the ROC provides that the fact of the The trial court nullified the transfer of the subject Properties to
extrajudicial settlement or administration shall be published in petitioners and spouses Bondoc due to irregularities in the Documents
a newspaper of general circulation in the manner provided in of conveyance offered by petitioners as well as the circumstances
the next succeeding section; but no extrajudicial settlement Surrounding the execution of the same. CA affirmed.
shall be binding upon any person who has not participated
therein or had no notice thereof. In this case, since the estate ISSUE/S:
of the deceased Buenaventura Cristobal is composed solely of Whether or not the petition is for partition or for settlement of
the subject property, the partition thereof by the private estate.
respondents already amounts to an extrajudicial settlement of
Buenaventura Cristobal‘s estate. RULING/S:
The court held that the complaint filed by the respondents was
3. G.R. No. 187524 August 5, 2015 SPOUSES MARIA for judicial partition. It is true that some of respondents‘ causes of
BUTIONG and VILLAFRlA, DR. RUEL B. SPOUSES MARIA action pertaining to the properties left behind by the decedent Pedro,
his known heirs, and the nature and extent of their interests thereon there are good reasons justifying her recourse to administration
may fall under an action for settlement of estate. However, a complete proceedings: (1) the Amended Extrajudicial Settlement did not cover
reading of the complaint would readily show that, based on the nature the entire estate; (2) there has been no effort to partition the property;
of the suit, the allegations therein, and the relief‘s prayed for, the (3) Dujali seeks to challenge Buot‘ s status as an heir; (4) other heirs
action, is clearly one for judicial partition with annulment of title and have been deprived of the properties of the estate; and (5) other heirs,
recovery of possession. particularly Constancia Dujali and Marilou Dujali, have already
In this case, it was expressly alleged in the complaint, and was manifested that they are amenable to the appointment of an
not disputed, that Pedro died without a will, leaving his estate without administrator.
any ending obligations. Thus, contrary to petitioner‘s contention,
respondents were under no legal obligation to submit the subject ISSUE/S:
properties of the estate of a special proceeding for settlement of Whether or not petition for letters of administration filed by
intestate estate, and are, in fact, encouraged to have the same Buot be granted.
partitioned, judicially or extrajudicially.
RULING/S:
4. G.R. No. 199885 JESUSA DUJALI BUOT, Petitioner vs. No. Buot‘s allegation that the extrajudicial settlement in this
ROQUE RASAY DUJALI, Respondent case did not cover Gregorio‘s entire estate is, by no means, a sufficient
reason to order the administration of the estate. Whether the
Buot vs. Dujali extrajudicial settlement did in fact cover the entire estate and whether
G.R. No. 199885, 2 October 2017 an extrajudicial settlement that does not cover the entire estate may
Jardeleza, J.: be considered valid do not automatically create a compelling reason to
order the administration of the estate. As to Buot‘s other allegations,
FACTS: the Court found that none of these allegations actually prevent the
Buot filed before the RTC a petition for letters of filing of an ordinary action for partition.
administration of the estate of deceased Gregorio Dujali (Gregorio). An action for partition is also the proper venue to ascertain
Buot alleged that she was a surviving heir of Gregorio who died Buot‘s entitlement to participate in the proceedings as an heir. Not
intestate. She also claimed that since Gregorio‘s death, there had been only would it allow for the full ventilation of the issues as to the
no effort to settle his estate. And that Dujali purportedly continued to properties that ought to be included in the partition and the true heirs
manage and control the properties to the exclusion of all the other entitled to receive their portions of the estate, it is also the appropriate
heirs. Buot further alleged that Dujali for no justifiable reason denied forum to litigate questions of fact that may be necessary to ascertain if
her request to settle the estate. Thus, Buot asked that: (1) an partition is proper and who may participate in the proceedings.
administrator be appointed to preserve Gregorio‘s estate; (2) a final When a person dies intestate, his or her estate may generally
inventory of the properties be made; (3) the heirs be established; and be subject to judicial administration proceedings. There are, however,
(4) the net estate be ordered distributed in accordance with law several exceptions. If the deceased left no will and no debts and the
among the legal heirs. heirs are all of age, the heirs may divide the estate among themselves
Dujali filed an opposition with motion to dismiss. According to without judicial administration. The heirs may do so extrajudicially
Dujali, when an estate has no debts, recourse to administration through a public instrument filed in the office of the Register of Deeds.
proceedings is allowed only when there are good and compelling In case of disagreement, they also have the option to file an action for
reasons. Where an action for partition (whether in or out of court) is partition. Section 1 of Rule 74, however, does not prevent the heirs
possible, the estate should not be burdened with an administration from instituting administration proceedings if they have good reasons
proceeding. for choosing not to file an action for partition.
Buot maintains that heirs are not precluded from instituting a
petition for administration if they do not, for good reason, wish to
pursue an ordinary action for partition. In her case, she claims that
5. G.R. No. L-48840 December 29, 1943 ERNESTO M. IV. Probate of Wills (Rules 75-77, Rules of Court)
GUEVARA, Petitioner-Appellant, vs. ROSARIO GUEVARA
and her husband PEDRO BUISON, respondent-appellees. 1. Nittscher vs. Nittscher, G.R. No. 160530 (2007)

Guevara vs. Guevara Nittscher vs. Nittscher


G.R. No. L-48840, 29 December 1943 G.R. No. 160530, 20 November 2007
Ozaeta, J.: Quisumbing, J.:

FACTS: FACTS:
Victorino Guevara executed a will in 1931 wherein he made Dr. Werner Karl Johann Nittscher filed with the RTC a petition
various bequests t his wife, stepchildren, wife in the 2nd marriage. He for the probate of his holographic will and for the issuance of letters
has a legitimate son Ernesto and a natural daughter Rosario. Therein, testamentary to herein respondent Atty. Rogelio P. Nogales. the
he acknowledged Rosario as his natural daughter. probate court issued an order allowing the said holographic will. On
In 1933, Victorino died but his last will was never presented for September 26, 1994, Dr. Nittscher died. Hence, Atty. Nogales filed a
probate nor was there any settlement proceeding initiated. It appeared petition for letters testamentary for the administration of the estate of
that only his son Ernest possessed the land which he adjudicated to the deceased. Dr. Nittscher‘s surviving spouse Cynthia V. Nittscher,
himself. While Rosario who had the will in her custody, did nothing to she moved for the dismissal of the said petition. However, the court
invoke the acknowledgment, as well as the devise given to her. petitioner‘s motion to dismiss, and granted respondent‘s petition for
Subsequently, Rosario filed an action for the recovery of her the issuance of letters testamentary. Motion for reconsideration
legitime from Ernesto, a portion of a large parcel of land invoking the denied for lack of merit. On appeal, the CA dismissed the case.
acknowledgment contained in the will and based on the assumption Cynthia contends that Nogales petition lacked a certification
that the decedent died intestate because his will was not probated. She against forum shopping. She adds, the RTC has no jurisdiction over
alleged that the disposition in favor of Ernesto should be disregarded. the subject matter because Dr. Werner was allegedly not a resident of
The lower court and the Court of Appeals sustained Rosario's the Philippines.
theory.
ISSUE/S:
ISSUE/S: Whether or not Cynthia‘s contentions are correct.
Whether or not the probate of a will can be dispensed with.
RULING/S:
RULING/S: No. Revised Circular No. 28-91 and Administrative Circular
No. Rosario's contention violates procedural law and No. 04-94 of the Court require a certification against forum-shopping
considered an attempt to circumvent the last will and testament of the for all initiatory pleadings filed in court. However, in this case, the
decedent. The presentation of a will to the court for probate is petition for the issuance of letters testamentary is not an initiatory
mandatory and its allowance is essential and indispensable to its pleading, but a mere continuation of the original petition for the
efficacy. Suppression of the will is contrary to law and public policy for probate of Dr. Nittscher‘s will. Hence, respondent‘s failure to include a
without probate, the right of a person to dispose of his property by will certification against forum-shopping in his petition for the issuance of
may be rendered nugatory. letters testamentary is not a ground for outright dismissal of the said
petition.

XXXXX Section 1, Rule 73 of the Rules of Court provides:


SECTION 1. Where estate of deceased persons settled. – If the
decedent is an inhabitant of the Philippines at the time of his
death, whether a citizen or an alien, his will shall be proved, or
letters of administration granted, and his estate settled, in the V. Letters Testamentary and of Administration (Rules 78-
Court of First Instance (now Regional Trial Court) in the 79, Rules of Court)
province in which he resides at the time of his death, and if he
is an inhabitant of a foreign country, the Court of First 1. Maloles II vs. Phillips, G.R. No. 129505 (2000)
Instance (now Regional Trial Court) of any province in which
he had estate. … Maloles II vs. Phillips
G.R. No. 129505, 31 January 2000
In this case, the RTC and the Court of Appeals are one in their Mendoza, J.:
finding that Dr. Nittscher was a resident of Las Piñas, Metro Manila at
the time of his death. Hence, applying the aforequoted rule, Dr. FACTS:
Nittscher correctly filed in the RTC of Makati City, which then covered In 1995, Dr. Arturo De Los Santos filed a petition for probate
Las Piñas, Metro Manila, the petition for the probate of his will and of his will. He declared that he has no compulsory heirs and that he is
for the issuance of letters testamentary to respondent. naming as sole devisee and legatee the Arturo de Santos Foundation,
Furthermore, Dr. Nittscher asked for the allowance of his own Inc. (ASF). The names executrix is Pacita De Los Reyes Phillips. The
will. In this connection, Section 4, Rule 76 of the Rules of Court states: petition was filed in RTC Makati Branch 61. Judge Fernando Gorospe
of said court determined that Arturo is of sound mind and was not
SEC. 4. Heirs, devisees, legatees, and executors to be notified acting in duress when he signed his last will and testament and so
by mail or personally. – … Branch 61 allowed the last will and testament on February 16, 1996.
Ten day from the allowance, Arturo died. Thereafter, Pacita, as
If the testator asks for the allowance of his own will, notice executrix, filed a motion for the issue of letters of testamentary with
shall be sent only to his compulsory heirs. Branch 61. She however withdrew the motion but later on refiled it
In this case, records show that petitioner, with whom Dr. with RTC Makati Branch 65.
Nittscher had no child, and Dr. Nittscher‘s children from his previous Meanwhile, a certain Octavio Maloles II filed a motion for
marriage were all duly notified, by registered mail, of the probate intervention with Branch 61 claiming that as a next kin (him being the
proceedings. Petitioner even appeared in court to oppose respondent‘s full blooded nephew of Arturo) he should be appointed as the
petition for the issuance of letters testamentary and she also filed a administrator of the estate and that he is an heir.
motion to dismiss the said petition. She likewise filed a motion for Judge Abad Santos of Branch 65 issued an order transferring
reconsideration of the issuance of the letters testamentary and of the the motion filed by Pacita to Branch 61. Judge Santos ratiocinated that
denial of her motion to dismiss. Petitioner was accorded every since the probate proceeding started in Branch 61, then it should be
opportunity to defend her cause. Therefore, petitioner‘s allegation that the same court which should hear Pacita‘s motion. Branch 61 however
she was denied due process in the probate proceedings is without refused to consolidate and referred the case back to Branch 65. Branch
basis. 65 subsequently consolidated the case per refusal of branch 61.
Eventually, Branch 65 allowed the motion for intervention filed by
Octavio.
XXXXX
ISSUE/S:
Whether or not Maloles is a compulsory heir (him being the
sole full-blooded nephew).

RULING/S:
No. Under the law, compulsory heirs are limited to the
testator‘s —
1. Legitimate children and descendants, with respect to their Thereafter, the heirs of Virginia Sulit filed a motion to dismiss
legitimate parents and ascendants; on the grounds of improper venue and failure to state a cause of
2. In default of the foregoing, legitimate parents and ascendants, action. But the trial court issued an order denying the two motions to
with respect to their legitimate children and descendants; dismiss.
3. The widow or widower; On September 12, 1995, the trial court dismissed the petition
4. Acknowledged natural children, and natural children by legal for letters of administration. It held that at the time of his death,
fiction; Felicisimo was the duly elected governor and a resident of the
5. Other illegitimate children referred to in Article 287 of the Province of Laguna. Hence, the petition should have been filed in Sta.
Civil Code. Cruz, Laguna and not in Makati City.
The CA reversed and set aside the orders of the trial court, and
Petitioner, as nephew of the testator, is not a compulsory heir hence, this petition.
who may have been preterited in the testator‘s will. Since the testator
instituted or named an executor in his will, it is incumbent upon the ISSUE/S:
Court to respect the desires of the testator. Only if the appointed Whether or not the letter of administration was filed in the
executor is incompetent, refuses the trust, or fails to give bond may proper venue.
the court appoint other persons to administer the estate. None of
these circumstances is present in this case. RULING/S:
Yes. Under Section 1, Rule 73 of the Rules of Court, the
petition for letters of administration of the estate of Felicisimo should
2. Edgar San Luis vs. San Luis, G.R. Nos. 133743 and 134029 be filed in the Regional Trial Court of the province ―in which he
(2007) resides at the time of his death.‖
In the instant case, while petitioners established that
Edgar San Luis vs. San Luis Felicisimo was domiciled in Sta. Cruz, Laguna, respondent proved that
G.R. Nos. 133743 and 134029, 6 February 2007 he also maintained residence in Alabang, Muntinlupa from 1982 up to
Ynares-Santiago, J.: the time of his death. In the foregoing, it was found that Felicisimo
was a resident of Alabang, Muntinlupa for purposes of fixing the
FACTS: venue of the settlement of his estate. Consequently, the subject
The instant case involves the settlement of the estate of petition for letters of administration was validly filed in the Regional
Felicisimo T. San Luis (Felicisimo), who was the former governor of Trial Court which has territorial jurisdiction over Alabang,
the Province of Laguna. During his lifetime, Felicisimo contracted Muntinlupa. The subject petition was filed on December 17, 1993. At
three marriages. The first marriage was with Virginia Sulit on March that time, Muntinlupa was still a municipality and the branches of the
17, 1942 out of which were born six children, namely: Rodolfo, Mila, Regional Trial Court of the National Capital Judicial Region which had
Edgar, Linda, Emilita and Manuel. On August 11, 1963, Virginia territorial jurisdiction over Muntinlupa were then seated in Makati
predeceased Felicisimo. The second marriage was with Merry Lee City as per Supreme Court Administrative Order No. 3. Thus, the
Corwin, with whom he had a son, Tobias; and Felicidad San Luis, then subject petition was validly filed before the Regional Trial Court of
surnamed Sagalongos, with whom he had no children with Makati City.
respondent but lived with her for 18 years from the time of their
marriage up to his death on December 18, 1992.
Respondent sought the dissolution of their conjugal 3. Avelino vs. Court of Appeals, G.R. No. 115181 (2000)
partnership assets and the settlement of Felicisimo‘s estate. On
December 17, 1993, she filed a petition for letters of administration Avelino vs. Court of Appeals
before the Regional Trial Court of Makati City. G.R. No. 115181, 31 March 2000
Quisumbing, J.:
procedurally infirm. The basis for the trial court's order is Section 1,
FACTS: Rule 74 of the Rules of Court. It provides that in cases where the heirs
Petitioner Maria Socorro Avelino is a daughter and compulsory disagree as to the partition of the estate and no extrajudicial
heir of the late Antonio Avelino, Sr., and his first wife private settlement is possible, then an ordinary action for partition may be
respondent Angelina Avelino. The other private respondents, Sharon, resorted to, as in this case.
Antonio Jr., Tracy, Patrick and Mark Anthony all surnamed Avelino Thus, no reversible error may be attributed to the Court of
are likewise compulsory heirs of Avelino, Sr. Sharon, an American, is Appeals when it found the trial court's action procedurally in order.
the second wife of Avelino Sr. The other private respondents are
siblings of petitioner Ma. Socorro.
The records reveal that on October 24, 1991, Ma. Socorro filed 4. G.R. No. 209651 November 26, 2014 MARCELO
before the Regional Trial Court a petition for the issuance of letters of INVESTMENT AND MANAGEMENT CORPORATION, and
administration of the estate of Antonio Avelino, Sr., who died intestate THE HEIRS OF EDWARD T. MARCELO, NAMELY,
on April 10, 1989. She asked that she be appointed the administrator KATHERINE J. MARCELO, ANNA MELINDA J. MARCELO
of the estate. REVILLA, and JOHN STEVEN J. MARCELO, Petitioners,
On December 3, 1992, Angelina, and the siblings filed their vs.
opposition by filing a motion to convert the said judicial proceedings JOSE T. MARCELO, JR., Respondent.
to an action for judicial partition which petitioner duly opposed. The
Public respondent judge ruled in their favor. MIMC vs. Marcelo, Jr.
Petitioner filed a motion for reconsideration which was denied G.R. No. 209651, 26 November 2014
in an Order. Ma. Socorro then filed before the Court of Appeals, a Perez, J.:
petition for certiorari, prohibition, and mandamus alleging grave
abuse of discretion amounting to lack or excess of jurisdiction on the FACTS:
part of the trial court. On 24 August 1987, decedent Jose, Sr. died intestate. He was
The respondent appellate court rendered the assailed decision, survived by his four compulsory heirs: (1) Edward, (2) George, (3)
stating that the "petition is DENIED DUE COURSE" and accordingly Helen and (4) respondent Jose, Jr. Initially, petitioner Marcelo
dismissed. Petitioner duly moved for reconsideration, but it was Investment and Management Corporation (MIMCO) filed a Petition
denied. Hence, this petition. for the issuance of Letters of Administration of the estate of Jose, Sr.
before the RTC. Pending issuance of letters of administration, the RTC
ISSUE/S: appointed Helen and Jose, Jr. as special administrators. However,
Whether or not respondent appellate court committed an error Edward was the one appointed as regular administrator.
of law and gravely abused its discretion in upholding the trial court's A project of partition was submitted, Edward manifested that
finding that a partition is proper. oppositor Jose T. Marcelo, Jr. had already expressed his conformity to
the Liquidation of the Inventory of the Estate of Jose P. Marcelo, Sr.,
RULING/S: as of July 26, 2000, as evidenced by his signature therein. He
No. The Court found that a complete inventory of the estate therefore prays that the said document which bears the conformity of
may be done during the partition proceedings, especially since the all four (4) compulsory heirs of Jose P. Marcelo, Sr. be approved. RTC
estate has no debts. Hence, the Court of Appeals committed no approved the proposed partition. However, the distribution was
reversible error when it ruled that the lower court did not err in deferred pending submission of proof of payment of estate taxes. At
converting petitioner's action for letters of administration into an this stage, Edward died. Wasting no time, Jose, Jr. moved to revive
action for judicial partition. the intestate proceedings involving his father‘s estate, and moved for
Nor can the Court sustain petitioner's argument that the order his appointment as new regular administrator thereof, which was
of the trial court converting an action for letters of administration to approved by the RTC. Petitioners filed an Omnibus Motion for
one for judicial partition has no basis in the Rules of Court, hence
Reconsideration and now moved for the appointment instead of VI. Special Administrator (Rule 80, Rules of Court)
George as administrator of Jose, Sr.‘s estate.
1. Heirs of Belinda Dahlia A. Castillo vs. Lacuata-Gabriel,
ISSUE/S: G.R. No. 162934 (2005)
1. Whether or not the appointment of a regular administrator is
still necessary at this liquidation, partition and distribution Heirs of Belinda Dahlia A. Castillo vs. Lacuata-Gabriel
stage of the intestate proceedings involving Jose, Sr.‘s estate. G.R. No. 162934, 11 November 2005
2. Whether or not Jose Jr.‘s previous non-appointment as regular Callejo, Sr., J.:
administrator of Jose, Sr.‘s estate bars his present
appointment as such even in lieu of Edward who is now dead. FACTS:
On January 25, 1989, Crisanta Yanga-Gabriel, wife of Lorenzo
RULING/S: B. Almoradie, died, leaving behind a sizable inheritance. A little over a
1. Yes. The settlement of Jose, Sr.‘s estate is not yet through and month after, Crisanta‘s mother, Crisanta Santiago Vda. de Yanga,
complete albeit it is at the liquidation, partition and commenced an intestate proceeding before the RTC. She alleged,
distribution stage. Rule 90 of the Rules of Court provides for among others, that to her knowledge, her daughter died intestate
the Distribution and Partition of the Estate. The rule provides leaving an estate with an estimated net value of P1,500,000.00 and
in pertinent part: SECTION 1. When order for distribution of that such estate was being managed by her wastrel and incompetent
residue made. – x x x No distribution shall be allowed until son-in-law, Lorenzo, and by two other equally incompetent persons.
payment of the obligations above mentioned has been made or She prayed that letters of administration be issued to her son,
provided for, unless the distributes, or any of them, give a Mariano Yanga, Jr., also the brother of the deceased, and that she be
bond, in a sum to be fixed by the court, conditioned for the awarded her share of the estate of her daughter after due hearing.
payment of said obligations within such time as the court However, the RTC appointed Lorenzo as administrator.
directs. x x x The inheritance tax is an obligation of the estate, On October 16, 1989, one Belinda Dahlia Y. Almoradie Castillo,
indirectly the heirs. claiming to be the only legitimate child of Lorenzo and Crisanta, filed
a motion for intervention. Resolution on this motion was, however,
2. Yes. Undoubtedly, there has been a declaration that Jose, Jr. is held in abeyance pending some incidents in the CA.
unfit and unsuitable to administer his father‘s estate. Section 1, On November 3, 1989, Roberto Y. Gabriel, the legally adopted
Rule 78 of the Rules of Court provides for the general son of Crisanta Y. Gabriel, filed before the RTC of Malabon City a
disqualification of those who wish to serve as administrator. petition for probate of an alleged will and for the issuance of letters
Who are incompetent to serve as executors or administrators. testamentary in his favor. He alleged that he discovered his mother's
– No person is competent to serve as executor or administrator will on October 25, 1989 in which he was instituted as the sole heir of
who: (a) Is a minor; (b) Is not a resident of the Philippines; the testatrix, and designated as alternate executor for the named
and (c) Is in the opinion of the court unfit to execute the duties executor therein, Francisco S. Yanga, a brother of Crisanta, who had
of the trust by reason of drunkenness, improvidence, or want predeceased the latter sometime in 1985 or 1986.
of understanding or integrity, or by reason of conviction of an On June 2, 1990, Belinda Castillo died.
offense involving moral turpitude. The two (2) special proceedings were consolidated. The
probate court appointed Roberto Y. Gabriel as special administrator of
his mother's estate.
XXXXX On May 23, 2001, the heirs of Belinda, namely, Bena Jean,
Daniel, Melchor, Michael, and Danibel, all surnamed Castillo, filed a
Motion10 praying that they be substituted as party-litigants in lieu of
their late mother Belinda, who died in 1990.
On April 16, 2001, Roberto Gabriel died. His widow, Dolores L. Ocampo, et.al. vs. Ocampo and Ocampo
Gabriel, filed a "Manifestation and Motion" where she informed the G.R. No. 187879, 5 July 2010
probate court of her husband's death and prayed that she be admitted Nachura, J.:
as substitute in place of her late husband, and be appointed as
administratix of the estate of Crisanta Gabriel as well. FACTS:
On August 14, 2001, the heirs of Belinda opposed Dolores' Petitioners Dalisay et al. are the surviving wife and the
manifestation and motion. They averred that Dolores was not Crisanta children of Leonardo. Leonardo, together with his siblings Renato and
Gabriel's next of kin, let alone the lawful wife of the late Roberto. Erlinda (Respondents), jointly controlled, managed, and administered
On December 5, 2001, the lower court appointed Dolores as the estate of their parents, Spouses Ocampo. Under such
special administratrix upon a bond of P200,000.00. The probate circumstance, Leonardo had been receiving his share consisting of 1/3
court merely noted the motion for substitution filed by the heirs of of the total income generated from the properties of the estate.
Belinda, stating that they were ―mere strangers to the case‖ and that Subsequently, Leonardo died and he was survived by his wife and the
their cause could better be ventilated in a separate proceeding. The children (Petitioners Dalisay). When Leonardo died, respondents took
probate court denied the motion for reconsideration filed by Belinda‘s possession, control and management of the properties to the exclusion
heirs in its Order. of petitioners and the petitioners no longer received the 1/3 portion of
Leonardo.
ISSUE/S: Petitioners then initiated a petition for intestate proceedings in
Whether or not the CA erred in ruling against the petitioners the RTC. Respondents, in their counter-petition, prayed that they be
and dismissing their petition. appointed as special joint administrators of the estate of their parents.
RTC granted respondents‘ counter-petition. Petitioners in their
RULING/S: Comment prayed that, in order to avoid further delay, letters of
The ruling of the CA is correct. The Court has repeatedly held administration to serve as joint administrators of the subject estate be
that the appointment of a special administrator lies in the sound issued to respondents and Dalisay. RTC appointed Dalisay and Renato
discretion of the probate court. as special joint administrators of the estate of the deceased spouses.
A special administrator is a representative of a decedent But RTC later revoked the appointed of Dalisay as co-special
appointed by the probate court to care for and preserve his estate until administratix and substituted her with Erlinda. Petitioners filed a
an executor or general administrator is appointed. Motion to Terminate or Revoke the Special Administration. RTC
The probate court has ample jurisdiction to appoint granted this and revoked and terminated the appointment of Reanto
respondent as special administratrix. The deceased Crisanta Yanga- and Erlinda as joint special administrators and appointed Melinda as
Gabriel left a document purporting to be her will where her adopted regular administratix.
son, Roberto, was named as the sole heir of all her properties. Respondents filed a petition for certiorari under Rule 65 of the
However, pending probate of the will, Roberto died leaving his widow, Rules of Court before the CA. CA ruled that RTC gravely abused its
the respondent herein, as his sole heir. Thus, the respondent has discretion in revoking redpondent‘s appointment as joint special
much stake in Crisanta's estate in case the latter's will is allowed administrators, and for appointing Melinda as regular administratrix
probate. without conducting a formal hearing to determine her competency to
assume such role. Hence, this instant petition for review on certiorari
under Rule 45 of the Rules of Court.
2. G.R. No. 187879 July 5, 2010 DALISAY E.
OCAMPO, VINCE E. OCAMPO, MELINDA CARLA E. ISSUE/S:
OCAMPO, and LEONARDO E. OCAMPO, JR., Petitioners, vs. 1. Whether or not it was proper for the RTC to revoke the
RENATO M. OCAMPO and ERLINDA M. OCAMPO, appointment of respondents as joint special administrators.
Respondents. 2. Whether or not it was proper for the RTC to appoint Melinda
as regular administrator.
Trial Court of Tagbilaran City, Branch 4, ATTY. ALBERTO
RULING/S: BAUTISTA, in his capacity as the appointed SPECIAL
1. Yes. Selection or removal of special administrators is not ADMINISTRATOR, and ERNESTO R. JAMERO, respondent.
governed by the rules regarding the selection or removal of
regular administrator. The probate court may appoint or Jamero vs. Melicor
remove special administrators based on grounds other than G.R. No. 140929, 26 May 2005
those enumerated in the Rules at its discretion. Selection or Austria-Martinez, J.:
removal of special administrators is at the discretion of the
court as long as the discretion is exercised without grave abuse, FACTS:
and is based on reason, equity, justice, and legal principles, Petitioner filed Special Proceedings No. 1618 for the
interference by higher courts is unwarranted. Indeed, even if Administration and Settlement of the Estate of his deceased mother
special administrators had already been appointed, once the Consuelo Jamero with the Regional Trial Court. Private respondent
probate court finds the appointees no longer entitled to its Ernesto R. Jamero, a brother of petitioner, opposed the latter's
confidence, it is justified in withdrawing the appointment and petition for appointment as regular administrator of the estate.
giving no valid effect thereto. Upon motion of private respondent Ernesto and over the
In this case, the RTC revoked respondents‘ objections of petitioner, the respondent courtnappointed Atty. Alberto
appointment as special administrators for failing to post their Bautista as special administrator pending the appointment of a
administrators‘ bond and to submit an inventory and regular administrator. Petitioner received said Order on December 11,
accounting as required of them, tantamount to failing to 1998 and filed a motion for reconsideration on December 28, 1998,
comply with its lawful orders. Hence, the revocation of the last day of the 15-day reglementary period, that is, December 26,
respondents‘ appointment as Special Administrator was 1998, falling on a Saturday during which, according to petitioner, the
proper. Bureau of Post Office held no office. The court a quo denied
petitioner's motion for reconsideration in its Order dated February 26,
2. No. Sec. 1 to 6 Rule 78 of the Rules of Court contains the 1999 which petitioner received on March 4, 1999.
provision for the determination of the person to be appointed On April 21, 1999, petitioner filed a Petition for Certiorari with
as regular administrator. But in this case, the capacity, the CA, which the latter denied for being late by three (3) days.
competency, and legality of Melinda‘s appointment as such Petitioner filed a Motion for Reconsideration which was once again
was not properly objected to by respondents despite being the denied by the CA for lack of merit. Hence, the present Petition for
next of kin to the decedent spouses, and was not threshed out Review on Certiorari filed by petitioner against Judge Achilles L.
by the RTC acting as probate court in accordance with the Melicor, Atty. Bautista and, this time, including oppositor Ernesto R.
above mentioned Rules. Hence, Melinda‘s appointment as a Jamero
regular administrator was not proper. Petitioner pointed out that the issue on the timeliness of the
Melinda‘s appointment is supposed to be revoked. filing of the Petition for Certiorari with the CA has now become moot
However, having in mind the objective of facilitating the and academic in view of A.M. Circular No. 00-2-03-SC which took
settlement of the estate of Vicente and Maxima and posting of effect on September 1, 2000, amending Section 4, Rule 65 of the Rules
bond by Melinda, with a view to putting an end to the of Court, to wit:
squabbles of the heirs, Melinda‘s appointment should be
converted into one of special administration. SEC. 4. When and where petition filed. 'The petition shall be
filed not later than sixty (60) days from notice of the judgment,
order or resolution. In case a motion for reconsideration or
3. G.R. No. 140929 May 26, 2005 MARGARITO R. new trial is timely filed, whether such motion is required or
JAMERO, petitioner, vs. THE HONORABLE ACHILLES L. not, the sixty (60) day period shall be counted from notice of
MELICOR, in his capacity as Presiding Judge of the Regional the denial of said motion.
... VII. Executors and Administrators (Rules 81-85, Rules of
Court)
ISSUE/S:
1. Whether or not the CA erred in dismissing CA-G.R. SP No. 1. G.R. No. L-6829 December 29, 1954 Intestate Estate of
53020 for having been filed out of time; RUFINA MERCADO, deceased. CATALINA JAVIER,
2. Whether or not the CA erred in ruling that the appointment of petitioner-appellee, vs. EULOGIO MAGTIBAY and
special administrator is discretionary to the appointing court SOLEDAD MAGTIBAY DE HERNANDEZ, respondents-
and that being an interlocutory order, the same is not appellants.
appealable nor subject to certiorari; and
3. Whether or not the appointment of a special administrator is Javier vs. Magtibay and De Hernandez
in accordance with law and jurisprudence. G.R. No. L-6829, 29 December 1954
Reyes, A., J.:
RULING/S:
1. The Court finds merit to the claim of petitioner that A.M. FACTS:
Circular No. 00-2-03-SC, further amending Section 4, Rule 65 It appears that Rufina Mercado died intestate on September
of the Rules of Court, should be given retroactive effect. 20, 1949, survived by her second husband Eulogio Magtibay, her only
The Petition for Certiorari filed by petitioner with the living daughter Catalina Javier and the descendants of her two
CA should now be considered as having been filed within the deceased daughters — all three daughters being of the first marriage.
reglementary period provided under said circular. Petitioner Shortly after Rufina‘s death, these heirs made an extrajudicial
would have had sixty days from March 4, 1999 or until May 3, partition of her properties. But alleging that there were some
1999 within which to file his petition in the CA. The Petition properties not included in the partition, one of the heirs, the said
for Certiorari was filed on April 21, 1999. Catalina Javier, on August 15, 1952, petitioned the court for letters of
However, far from rendering the petition in CA-G.R. SP administration and the appointment of herself as administratrix. The
No. 53020 moot and academic, as claimed by petitioner, the other heirs opposed the petition on the ground that there was no
third issue will have to be passed upon by the CA in the necessity for subjecting the estate to judicial administration since,
Petition for Certiorari filed with it. according to them, the decedent left no debts, all her properties had
already been partitioned and the heirs were all of age or represented
2. As to the second issue, suffice it to be stated that indeed, the by a guardian. But the Court overruled the opposition and granted the
appointment of a special administrator is interlocutory, petition. Hence, this appeal.
discretionary on the part of the RTC and non-appealable.
However, it may be subject of certiorari if it can be shown that ISSUE/S:
the RTC committed grave abuse of discretion or lack of or in Whether or not what remain of the estate be subjected to an
excess of jurisdiction. administration proceeding despite the opposition of the majority of
It is for this reason that the third issue, as already the heirs.
stated, will have to be considered and passed upon by the CA.
RULING/S:
Yes. The rule is that where administration proceedings is
XXXXX unnecessary because estate has no debts and the more expeditious
remedy by partition is available, the heirs or the majority of them may
not be compelled to submit the estate to such proceeding.
Withholding the inheritance from the heirs by subjecting it to
an administration proceeding for no useful purpose, would only
unnecessarily expose it to the risk of being wasted or squandered as appointed private respondent as co-administrator of the estate.
not infrequently happens. Petitioner's motion for reconsideration was denied.
There appearing to be no good reason for burdening the estate Petitioner then moved that private respondent bring into the
of the deceased Rufina Mercado with the costs and expenses of an estate properties belonging to the deceased, which motion was
administration proceeding, not justified in issuing letters of granted by the trial court. Not satisfied with the compliance of private
administration. With this ruling, it is no longer necessary to decide respondent, petitioner reiterated his motion for removal of the former
which, as between the appellee Catalina Javier and the widower as co-administrator, but the same was denied as the trial court found
Eulogio Magtibay, should be preferred in the appointment of an no cogent reason to remove private respondent as co-administrator.
administrator. Thereafter, petitioner appealed to the Court of Appeals by way of a
petition for certiorari which however, dismissed the petition.
Petitioner's motion for reconsideration was denied, hence, this
2. Gr No. 167979 ,March 16, 2006 Wilson S. Uy, As Judicial petition
Administrator Of The Intestate Estate Of The Deceased Jose
K. C. Uy, Petitioner, Vs. The Hon. Court Of Appeals, Hon. ISSUE/S:
Anastacio C. Rufon, As Presiding Judge Of Branch 52, Of 1. Whether the trial court acted with grave abuse of discretion in
The Regional Trial Court, Sixth Judicial Region, Sitting At appointing private respondent as co-administrator to the
Bacolod City, And Johnny K. H. Uy, Respondents. estate of the deceased.
2. Whether the Court of Appeals deprived petitioner of his
Uy vs. CA and Rufon constitutional right to due process and his right to petition the
G.R. No. 167979, 16 March 2006 government for redress of grievances by not addressing the
Ynares-Santiago, J.: issues raised before it.

FACTS: RULING/S:
The facts of the case show that Jose K.C. Uy died intestate on The petition is without merit.
August 20, 1996 and is survived by his spouse, Sy Iok Ing Uy, and his 1. Under both Philippine and American jurisprudence, the
five children, namely, Lilian S. Uy, Lilly S. Uy, Livian S. Uy-Garcia , appointment of co-administrators has been upheld for various
Lilen S. Uy and Wilson S. Uy (Petitioner). reasons, viz: (1) to have the benefit of their judgment and
A Special Proceedings was instituted and Lilia Hofileña was perhaps at all times to have different interests represented; (2)
appointed as special administrator of the estate of the deceased. where justice and equity demand that opposing parties or
Petitioner moved to reconsider the order appointing Lilia Hofileña as factions be represented in the management of the estate of the
special administrator with prayer that letters of administration be deceased; (3) where the estate is large or, from any
issued to him instead. cause, an intricate and perplexing one to settle; (4) to
Judge Ramon B. Posadas revoked Lilia Hofileña's appointment have all interested persons satisfied and the representatives to
as special administrator and denied her petition to be appointed as work in harmony for the best interests of the estate; and (5)
regular administrator. Meanwhile, letters of administration were when a person entitled to the administration of an estate
granted to petitioner, who took his oath of office as administrator. desires to have another competent person associated with him
Johnny K. H. Uy (Private Respondent) filed a motion to in the office.
intervene, praying that he be appointed as administrator of the estate Thus, petitioner's argument that the trial court cannot
in lieu of petitioner. He alleged that he is the brother and a creditor of re-open the issue of the appointment of an administrator
the deceased, and has knowledge of the properties that should be without removing the incumbent administrator is erroneous.
included in the estate.
The trial court initially denied private respondent's motion to 2. The foregoing discussion renders moot the second issue raised
intervene, but on March 16, 2000, it reconsidered its earlier order and by petitioner. We see no cogent reason to set aside the
findings of the Court of Appeals, because its findings of fact is The petition has no merit for the reason that both petitioner
conclusive and binding on the parties and not subject to review and respondent are qualified to act as administrator over the estate of
by this Court, unless the case falls under any of the exceptions the decedent. The court ruled that there shall be a joint administration
to the rule. by both of them of their grandmother‘s estate. The rule under Section
6, Rule 78 of the Rules of Court, listing the order of preference in the
appointment of an administrator of an estate, is not absolute for it
3. [G.R. No. 183053 : June 15, 2010] depends on the attendant facts and circumstances of each case.
IN THE MATTER OF THE INTESTATE ESTATE OF Jurisprudence has long held that the selection of an administrator lies
CRISTINA AGUINALDO-SUNTAY; EMILIO A.M. SUNTAY in the sound discretion of the trial court.
III, PETITIONER, VS. ISABEL COJUANGCO-SUNTAY, Hence, the attendant facts and circumstances of this case
RESPONDENT. necessitate, at the least, a joint administration by both petitioner and
respondent of their grandmother‘s estate.
Suntay III vs. Cojuangco-Suntay
G.R. No. 183053, 15 June 2010
Nachura, J.: XXXXX

FACTS:
On 1990, the decedent, Cristina, who is married to Dr.
Federico, died intestate. In 1979, their only son, Emilio I, predeceased
both spouses. At the time of her death, Cristina was survived by her
husband and several grandchildren, including herein petitioner and
respondent. During his lifetime, Emilio I has three children, namely:
herein respondent, Isabel; Margarita; and Emilio II. However, his
marriage was subsequently annulled which led him to had two
children out of wedlock, Emilio III and Nenita, by two different
woman. Despite the illegitimate status of Emilio III and Nenita, they
were brought up and were adopted by the spouses Federico and
Cristina and were acknowledged as natural children of Emilio I.
Meanwhile, respondent and her siblings lived with their mother
separately from their father and paternal grandparents.
Respondent filed a petition for the issuance of letters of
administration in her favor but was opposed by Federico. After a failed
attempt by the parties to settle the proceedings amicably, Federico
filed a Manifestation nominating his adopted son, Emilio III.
However, in the course of proceedings, Federico died. Trial court
appointed Emilio III as administrator however it was reversed by the
Court of Appeals. Hence, the instant petition.

ISSUE/S:
Whether or not Emilio III is better qualified to act as
administrator of the decedent‘s estate.

RULING/S:
VIII. Claims against the Estate (Rule 86, Rules of Court) Whether or not the Court of Appeals erred in affirming the
trial court‘s judgment allowing the substitution of the late Tomolin.
1. Sps. Suria vs. Heirs of Brigido Tomolin, G.R. No. 157483
(2007) RULING/S:
The petition must fail. In Gonzales v. Philippine Amusement
Sps. Suria vs. Heirs of Brigido Tomolin and Gaming Corporation, the Court reiterated its long-settled ruling
G.R. No. 157483, 21 June 2007 in Bonilla v. Barcena on how to determine whether an action survives
Sandoval-Gutierrez, J.: or not, thus:

FACTS: The question as to whether an action survives or not depends


Brigido M. Tomolin was the owner of Lot No. 6098 consisting on the nature of the action and the damage sued for. In the
of 22,820 square meters. It was registered in his name under Transfer causes of action which survive, the wrong complained [of]
Certificate of Title (TCT) No. T-1981 of the Registry of Deeds of affects primarily and principally property and property rights,
Agusan del Norte. the injuries to the person being merely incidental, while in the
Tomolin sold the lot to Carlos Suria, petitioner, for causes of action which do not survive, the injury complained of
₱228,200.00, as shown by a Deed of Absolute Sale of a Parcel of Land. is to the person, the property and rights of property affected
Consequently, TCT No. T-1981 was cancelled and in lieu thereof, TCT being incidental.
No. T-12112 was issued in petitioner‘s name. After the sale, Carlos
Suria and his wife Juanita, also a petitioner, had the lot subdivided There can be no dispute that Tomolin‘s complaint affects
into several parcels. Thus, TCT No. T-12112 in the name of petitioner primarily and principally property and property rights. Clearly, the
Carlos Suria was cancelled and in lieu thereof, TCT Nos. T-12949, action survives his death. Thus, the Court of Appeals did not err in
12950, 12951, and 12952 were all issued in the names of petitioners. affirming the trial court‘s judgment allowing the substitution of the
Tomolin filed with the Regional Trial Court, Agusan del Sur a late Tomolin.
Complaint for Annulment of the Deed of Absolute Sale of a Parcel of
Land and Cancellation of TCT No. T-12112 with Prayer for a Writ of
Preliminary Injunction against petitioners. The complaint alleges, 2. Stronghold Insurance Company, Inc. vs. Republic-Asahi
among others, that Tomolin, then seriously ill, was inveigled by Glass Corporation, G.R. No. 147561 (2006)
petitioners into signing the contract of sale and that they did not pay
him the amount of ₱228,200.00. Stronghold Insurance Company, Inc. vs. Republic-Asahi Glass
Tomolin filed with the trial court an amended complaint. But Corporation
the next day, Tomolin died. He was survived by his nieces, namely: G.R. No. 147561, 22 June 2006
Damiana Tomolin Perez, Caridad Tomolin Soria, Lucresia Tomolin Panganiban, C.J.:
Declaro, and Lolita Tomolin Espina. Counsel for Tomolin filed with
the trial court a Notice of Substitution of a Party pursuant to Section FACTS:
16, Rule 3 of the 1997 Rules of Civil Procedure, as amended. The trial Republic-Asahi Glass Corporation (Asahi) entered into a
court issued an Order allowing the substitution of the late Tomolin by contract with Jose D. Santos, Jr., the proprietor of JDS Construction
his heirs, herein respondents. (JDS), for the constructions of roadways and a drainage system in
Petitioners filed several motions, which were all denied by the Asahi‘s compound. Asahi was to pay JDS P5,300,000.00 for the
trial court. Thereupon, petitioners filed with the Court of Appeals a construction, which was supposed to be completed by JDS within 240
Petition for Certiorari. In its Decision, the Court of Appeals dismissed days.
the petition. Hence, the instant petition. To guarantee the faithful and satisfactory performance of its
undertakings, JDS shall post a performance bond of P795,000. JDS
ISSUE/S:
executed solidarily with Stronghold Insurance Co., Inc. (Stronghold) IX. Payment of the Debts of the Estate Sales, Mortgages
the Performance Bond. and other Encumbrances of the Property of Decedent
During the construction, Asahi called the attention of JDS to Distribution and Partition of the Estate (Rules 88-90 Rules
the alarmingly slow pace of the construction, which resulted in the of Court)
fear that the construction will not be finished within the stipulated
240-day period. However, said reminders went unheeded by JDS. 1. Vda. De Gurrea vs. Suplico, G.R. No. 144320 (2006)
Dissatisfied with the progress of the work undertaken by JDS,
Asahi extrajudicially rescinded the contract. Because of the rescission, Vda. De Gurrea vs. Suplico
Asahi had to hire another contractor to finish the project, incurring an G.R. No. 144320, 26 April 2006
additional P3,256,847.00. Austria-Martinez, J.:
Asahi then sent a letter to SICI filing its claim under the
performance bond, but the letter went unheeded. FACTS:
Asahi eventually filed a complaint against JDS and Stronghold The case involves an annulment of title over a parcel of land
for damages. However, Jose D. Santos, Jr. had already died and JDS located in San Juan, Metro Manila, which was originally owned by
Construction was no longer at its registered address, with its Rosalina Gurrea, who transferred the ownership of the same to
whereabouts unknown. Adelina Gurrea.
In its defense, on July 10, 1991, Stronghold maintains that The latter continued to be the owner of the lot until her death.
Asahi‘s money claims against it and JDS have been extinguished by Thereafter, Special Proceedings No. 7815 was instituted to have the
the death of Jose D. Santos, Jr. will which she executed during her lifetime probated for the purpose
of settling her estate.
ISSUE/S: Ricardo Gurrea, an heir of Adelina Gurrea, filed an opposition
Whether or not the death of Santos can be a defense of to the probate of will and was duly represented by his counsel Atty.
Stronghold and its liability under the performance bond be Enrique Suplico. The consideration for such representation involves a
automatically extinguished. contingent fee of 20% of whatever maybe due the latter, be it real or
personal property.
RULING/S: The heirs of Adelina Gurrea arrived at an amicable settlement,
No. As a general rule, the death of either the creditor or the thereafter Ricardo Gurrea withdrew his opposition and the heirs drew
debtor does not extinguish the obligation. Obligations are up a project of partition, the result of which transferred the ownership
transmissible to the hairs, except when the transmission is prevented of subject San Juan Lot to Ricardo Gurrea along with several other
by the law, the stipulations of the parties, or the nature of the properties.
obligation. Only obligations that are personal or are identified with the As payment for his services, Atty, Suplico was offered the San
persons themselves are extinguished by death. Juan lot of which the latter accepted, a deed of transfer of rights was
In the present case, whatever monetary liabilities or duly executed, notarized and was registered with the register of deeds
obligations Santos had under his contracts with respondent were not of San Juan.
intransmissible by their nature, by stipulation, or by provision of law. Petitioners contend that no evidence was presented to show
Hence, his death did not result in the extinguishment of those that the probate court issued an order declaring Special Proceedings
obligations or liabilities. No. 7185 closed and terminated. In addition, when the Transfer of
Rights and Interest in favor of respondents was notarized on August
20, 1975, the title over the subject lot was still in the name of Adelina
XXXXX Gurrea and that said title was transferred only in the name of Ricardo
in October 7, 1980.
On these bases, petitioners conclude that at the time the
Transfer of Rights and Interest was authorized, there is no dispute
that the subject property still formed part of the estate of Adelina
Gurrea and was, therefore, still the subject of litigation. Hence, the
transfer of rights and interest over the subject property in favor of
Atty. Suplico (respondent) is null and void.

ISSUE/S:
1. Whether or not the probate proceedings have already been
closed and terminated when the subject lot was transferred to
Atty. Suplicio.
2. Whether or not the status of the transfer of rights and interest
in case the probate proceedings have not yet been closed is null
and void.

RULING/S:
1. No. The rule is that as long as the order for the distribution of
the estate has not been complied with, the probate proceedings
cannot be deemed closed and terminated.
The probate court loses jurisdiction of an estate under
administration only after the payment of all the debts and the
remaining estate delivered to the heirs entitled to receive the
same.
In the present case, while subject lot was assigned as
Ricardo‘s share in the project of partition executed by the heirs
of Adelina Gurrea, the title over the subject lot was still in the
name of the latter and was not yet conveyed to Ricardo when
the Transfer of Rights and Interest was executed.

2. Yes. Having been established that the subject property was still
the object of litigation at the time the subject deed of Transfer
of Rights and Interest was executed, the assignment of rights
and interest over the subject property in favor of respondents
is null and void for being violative of the provisions of Article
1491 of the Civil Code which expressly prohibits lawyers from
acquiring property or rights which may be the object of any
litigation in which they may take part by virtue of their
profession.

XXXXX

END.

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