Professional Documents
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Facts: Jose Vicente De Leon and petitioner Sylvia Lichauco De Leon were
united in wedlock. A child named Susana L. De Leon was born from this
union. A de facto separation between the spouses occured due to
irreconcilable marital differences, with Sylvia leaving the conjugal home.
Sylvia went to the United States where she obtained American citizenship.
Sylvia filed with the Superior Court of California, County of San Francisco, a
petition for dissolution of marriage against Jose Vicente. Sylvia also filed
claims for support and distribution of properties. It appears, however, that
since Jose Vicente was then a Philippine resident and did not have any
assets in the United States, Sylvia chose to hold in abeyance the divorce
proceedings, and in the meantime, concentrated her efforts to obtain some
sort of property settlements with Jose Vicente in the Philippines.
To deliver with clear title free from all liens and encumbrances and
subject to no claims in any form whatsoever the following properties.
To give monthly support payable six (6) months in advance every year
to any designated assignee of the wife for the care and upbringing of Susana
Lichauco de Leon.
Sylvia and Jose Vicente filed before the then Court of First Instance of Rizal a
joint petition for judicial approval of dissolution of their conjugal
partnership.
Sylvia moved for the execution of the above-mentioned order. However, Jose
Vicente moved for a reconsideration of the order alleging that Sylvia
made a verbal reformation of the petition. While the said motion for
reconsideration was pending resolution, Macaria filed with the trial court a
motion for leave to intervene alleging that she is the owner of the
properties involved in the case.
Trial court rendered judgment, declaring the letter-agreement null and void.
Judgment is likewise rendered affirming the order of the Court declaring the
conjugal partnership of the spouses Jose Vicente De Leon and Sylvia
Lichauco De Leon DISSOLVED; and adjudicating to each of them his or her
share of the properties and assets of said conjugal partnership in accordance
with the agreement embodied in paragraph 5 of the petition, except insofar as
the adjudication to petitioner Sylvia L. De Leon of the properties belonging to
and owned by Intervenor Macaria De Leon is concerned.
Sylvia appealed.
Held: NO. Sylvia insists that the consideration for her execution of the
Letter-Agreement was the termination of property relations with her
husband. Indeed, Sylvia and Jose Vicente subsequently filed a joint petition
for judicial approval of the dissolution of their conjugal partnership, sanctioned
by Article 191 of the Civil Code. On the other hand, Macaria and Jose Vicente
assert that the consideration was the termination of marital relationship.
Court sustained the observation of the Trial Court: the parties contemplated
not only to agree to a judicial separation of property of the spouses but
likewise to continue with divorce proceedings , the parties clearly
contemplated not only the termination of property relationship but
likewise of marital relationship in its entirety. Furthermore, it would be
safe to assume that the parties in Exhibit 'E' not having specified the particular
relationship which they wanted to peacefully and amicably terminate had
intended to terminate all kinds of relations, both marital and property.
Furthermore, there is merit in concluding that the consideration by which
Intervenor executed Exhibit 'E' to 'E-2' was to secure freedom for her son
petitioner Jose Vicente De Leon, especially if Exhibit 'R'-Intervenor, which is
(sic) agreement signed by petitioner Sylvia to consent to and pardon Jose
Vicente De Leon for adultery and concubinage (among others) would be
considered.
The Court, therefore, finds and holds that the cause or consideration for
the intervenor Macaria De Leon in having executed Exhibits 'E' to 'E-2'
was the termination of the marital relationship between her son Jose
Vicente De Leon and Sylvia Lichauco de Leon.
Summary: The question for decision in this case is whether a creditor can
sue the surviving spouse for the collection of a debt which is owed by
the conjugal partnership of gains, or whether such claim must be filed in
proceedings for the settlement of the estate of the decedent. The trial court
and the Court of Appeals ruled in the affirmative. We reverse.
Facts: Romeo Jaring was the lessee of a 14.5 hectare fishpond. The lease
was for a period of five years. He subleased the fishpond, for the remaining
period of his lease, to the spouses Placido and Purita Alipio and the spouses
Bienvenido and Remedios Manuel. The stipulated amount of rent was
P485,600.00, payable in two installments of P300,000.00 and P185,600.00.
The first installment was duly paid, but of the second installment, the
sublessees only satisfied a portion thereof. Despite due demand, the
sublessees failed to comply with their obligation, so that private respondent
sued the Alipio and Manuel spouses for the collection of the said amount
before the Regional Trial Court. In the alternative, he prayed for the rescission
of the sublease contract should the defendants fail to pay the balance.
Purita Alipio moved to dismiss the case on the ground that her husband,
Placido Alipio, had passed away. She based her action on Rule 3, §21 of the
1964 Rules of Court which then provided that "when the action is for
recovery of money, debt or interest thereon, and the defendant dies
before final judgment in the Court of First Instance, it shall be dismissed
to be prosecuted in the manner especially provided in these rules."
This provision has been amended so that now Rule 3, §20 of the 1997 Rules
of Civil Procedure provides:chanrob1es virtual 1aw library
When the action is for the recovery of money arising from contract, express or
implied, and the defendant dies before entry of final judgment in the court in
which the action was pending at the time of such death, it shall not be
dismissed but shall instead be allowed to continue until entry of final
judgment.
The trial court denied petitioner’s motion on the ground that since petitioner
was herself a party to the sublease contract, she could be independently
impleaded in the suit together with the Manuel spouses and that the
death of her husband merely resulted in his exclusion from the case.
The Manuel spouses failed to file their answer. For this reason, they were
declared in default.
The lower court rendered judgment after trial, ordering petitioner and the
Manuel spouses to pay private respondent the unpaid balance.
Petitioner appealed to the Court of Appeals on the ground that the trial court
erred in denying her motion to dismiss. The appellate court dismissed her
appeal.
Issue: whether a creditor can sue the surviving spouse for the collection of a
debt which is owed by the conjugal partnership of gains
Held: NO. The Court held that a creditor cannot sue the surviving spouse of a
decedent in an ordinary proceeding for the collection of a sum of money
chargeable against the conjugal partnership and that the proper remedy is
for him to file a claim in the settlement of estate of the decedent.
Ratio: Petitioner’s husband died more than ten months before private
respondent filed the collection suit in the trial court. This case thus falls
outside of the ambit of Rule 3, §21 which deals with dismissals of collection
suits because of the death of the defendant during the pendency of the case
and the subsequent procedure to be undertaken by the plaintiff. As already
noted, Rule 3, §20 of the 1997 Rules of Civil Procedure now provides that the
case will be allowed to continue until entry of final judgment.
Petitioner and her late husband, together with the Manuel spouses, signed the
sublease contract binding themselves to pay the amount of stipulated rent.
Under the law, the Alipios’ obligation is one which is chargeable against their
conjugal partnership.
The reason for this is that upon the death of one spouse, the powers of
administration of the surviving spouse ceases and is passed to the
administrator appointed by the court having jurisdiction over the
settlement of estate proceedings.
Second. The trial court ordered petitioner and the Manuel spouses to pay
private respondent the unpaid balance of the agreed rent in the amount of
P50,600.00 without specifying whether the amount is to be paid by them
jointly or solidarily.
Indeed, if from the law or the nature or the wording of the obligation the
contrary does not appear, an obligation is presumed to be only joint.
Clearly, the liability of the sublessees is merely joint. Since the obligation of
the Manuel and Alipio spouses is chargeable against their respective conjugal
partnerships, the unpaid balance of P50,600.00 should be divided into two so
that each couple is liable to pay the amount of P25,300.00.
Gayon v. Gayon
Facts: Pedro Gayon filed said complaint against the spouses Silvestre Gayon
and Genoveva de Gayon, alleging substantially that, on October 1, 1952, said
spouses executed a deed, whereby they sold to Pedro Gelera, for the sum of
P500.00, a parcel of unregistered land therein described including the
improvements thereon, subject to redemption within five (5) years. The said
right of redemption had not been exercised by Silvestre Gayon, Genoveva de
Gayon, or any of their heirs or successors, despite the expiration of the
period. Pedro Gelera and his wife Estelita Damaso had, by virtue of a deed of
sale sold the aforementioned land to plaintiff Pedro Gayon. Plaintiff is now
praying that an order be issued in plaintiff's favor for the consolidation of
ownership in and to the aforementioned property.
In her answer, Mrs. Gayon alleged that her husband, Silvestre Gayon, died
long before the institution of this case. The complaint is fictitious, for the
signature thereon purporting to be her signature is not hers, neither she nor
her deceased husband had ever executed "any document of whatever nature
in plaintiff's favor". Being a brother of the deceased Silvestre Gayon, plaintiff
"did not exert efforts for the amicable settlement of the case" before filing his
complaint. She prayed, therefore, that the same be dismissed and that plaintiff
be sentenced to pay damages.
Held: NO. Said order is manifestly erroneous and must be set aside. To begin
with, it is not true that Mrs. Gayon "has nothing to do with the land subject of
plaintiff's complaint." As the widow of Silvestre Gayon, she is one of his
compulsory heirs and has, accordingly, an interest in the property in
question.
Mrs. Gayon is plaintiff's sister-in-law, whereas her children are his nephews
and/or nieces. Inasmuch as none of them is included in the enumeration
contained in said Art. 217 — which should be construed strictly, it being an
exception to the general rule — and Silvestre Gayon must necessarily be
excluded as party in the case at bar, it follows that the same does not come
within the purview of Art. 222, and plaintiff's failure to seek a
compromise before filing the complaint does not bar the same.
Hontiveros v. RTC
In their answer, private respondents denied that they were married and
alleged that private respondent Hontiveros was a widower while private
respondent Ayson was single. They denied that they had deprived petitioners
of possession of and income from the land. On the contrary, they alleged that
possession of the property in question had already been transferred to
petitioners, since then, petitioners have been directly receiving rentals from
the tenants of the land. They also alleged the complaint failed to state a cause
of action since it did not allege that earnest efforts towards a compromise had
been made, considering that petitioner Augusto Hontiveros and private
respondent Gregorio Hontiveros are brothers. Private respondents prayed for
the dismissal of the complaint and for an order against petitioners to pay
damages to private respondents by way of counterclaim.
Petitioners moved for a judgment on the pleadings on the ground that private
respondents answer did not tender an issue or that it otherwise admitted the
material allegations of the complaint.
The trial court denied petitioners motion. At the same time, however, it
dismissed the case on the ground that the complaint was not verified as
required by Art. 151 of the Family Code and, therefore, it did not believe that
earnest efforts had been made to arrive at a compromise.
Held: NO. The absence of the verification required in Art. 151 does not affect
the jurisdiction of the court over the subject matter of the complaint. The
verification is merely a formal requirement intended to secure an assurance
that matters which are alleged are true and correct. If the court doubted the
veracity of the allegations regarding efforts made to settle the case among
members of the same family, it could simply have ordered petitioners to verify
them. As this Court has already ruled, the court may simply order the
correction of unverified pleadings or act on it and waive strict compliance with
the rules in order that the ends of justice may be served.
Moreover, as petitioners contend, Art. 151 of the Family Code does not apply
in this case since the suit is not exclusively among family members. They
argue that since private respondent Ayson is admittedly a stranger to the
Hontiveros family, the case is not covered by the requirements of Art. 151 of
the Family Code.
The Court agrees with petitioners. The inclusion of private respondent Ayson
as defendant and petitioner Maria Hontiveros as plaintiff takes the case out of
the ambit of Art. 151 of the Family Code. Under this provision, the phrase
members of the same family refers to the husband and wife, parents and
children, ascendants and descendants, and brothers and sisters, whether full
or half-blood.
Religious relationship and relationship by affinity are not given any legal effect
in this jurisdiction. Consequently, private respondent Ayson, who is described
in the complaint as the spouse of respondent Hontiveros, and petitioner Maria
Hontiveros, who is admittedly the spouse of petitioner Augusto Hontiveros,
are considered strangers to the Hontiveros family, for purposes of Art.
151.
Facts: Troadio Manalo died intestate on February 14, 1992. He was survived
by his wife, Pilar S. Manalo, and his eleven (11) children. At the time of his
death, Troadio Manalo left several real properties located in Manila and in the
province of Tarlac including a business under the name and style Manalo's
Machine Shop.
On November 26, 1992, herein respondents, who are eight (8) of the surviving
children of the late Troadio Manalo filed a petition of the judicial settlement of
the estate of their late father, Troadio Manalo, and for the appointment of their
brother, Romeo Manalo, as administrator thereof.
The trial court issued an order setting the said petition for hearing, and
directing the publication of the order for three (3) consecutive weeks in a
newspaper of general circulation in Metro Manila, and further directing service
by registered mail of the said order upon the heirs named in the petition at
their respective addresses mentioned therein.
The trial court issued an order 'declaring the whole world in default, except the
government," and set the reception of evidence of the petitioners. However,
the trial court upon motion of set this order of general default aside herein
petitioners.
The trial court issued an order which resolved: (a) To admit the so-called
Opposition; (b) To deny the prayer of the oppositors for a preliminary hearing
of their affirmative defenses as ground for the dismissal of this proceeding ;
(c)To declare that this court has acquired jurisdiction over the persons of the
oppositors ; (d) To deny the motion of the oppositors for the inhibition of this
Presiding Judge; (e) To set the application of Romeo Manalo for appointment
as regular administrator in the intestate estate of the deceased Troadio
Manalo for hearing.
Herein petitioners filed a petition for certiorari under Rule 65 with the Court of
Appeals.
In their petition for improperly laid (2) the trial court did not acquire jurisdiction
over their persons; (3) the share of the surviving spouse was included in the
intestate proceedings; (4) there was absence of earnest efforts toward
compromise among members of the same family; and (5) no certification
of non-forum shopping was attached to the petition.
The Court of Appeals dismissed the petition for certiorari in its Resolution.
Issue: whether or not the respondent Court of Appeals erred in upholding the
questioned orders of the respondent trial court which denied their motion for
the outright dismissal of the petition for judicial settlement of estate despite
the failure of the petitioners therein to aver that earnest efforts toward a
compromise involving members of the same family have been made prior to
the filling of the petition but that the same have failed.
Held: NO. Herein petitioners claim that the petition is actually an ordinary civil
action involving members of the same family. It is a fundamental rule that in
the determination of the nature of an action or proceeding, the averments and
the character of the relief sought in the complaint, or petition, as in the case at
bar, shall be controlling. A careful srutiny of the Petition for Issuance of Letters
of Administration, Settlement and Distribution of Estate belies herein
petitioners' claim that the same is in the nature of an ordinary civil action. The
said petition contains sufficient jurisdictional facts required in a petition for the
settlement of estate of a deceased person such as the fact of death of the late
Troadio Manalo as well as his residence in the City of Manila at the time of his
said death. The fact of death of the decedent and of his residence within he
country are foundation facts upon which all the subsequent proceedings in the
administration of the estate rest.
The argument is misplaced. Herein petitioners may not validly take refuge
under the provisions of Rule 1, Section 2, of the Rules of Court to justify
the invocation of Article 222 of the Civil Code of the Philippines for the
dismissal of the petition for settlement of the estate of the deceased
Troadio Manalo inasmuch as the latter provision is clear enough.
It must be emphasized that the oppositors (herein petitioners) are not being
sued. The Petition is a special proceeding and, as such, it is a remedy
whereby the petitioners therein seek to establish a status, a right, or a
particular fact. The petitioners therein (private respondents herein) merely
seek to establish the fact of death of their father and subsequently to be duly
recognized as among the heirs of the said deceased so that they can validly
exercise their right to participate in the settlement and liquidation of the estate
of the decedent consistent with the limited and special jurisdiction of the
probate court.
Facts: Marcelino V. Dario died intestate. He was survived by his wife,
petitioner Perla G. Patricio and their two sons. Among the properties he left
was a parcel of land with a residential house and a pre-school building.
The trial court ordered the partition of the subject property in the following
manner: Perla G. Patricio, 4/6; Marcelino Marc G. Dario, 1/6; and Marcelino
G. Dario III, 1/6. The trial court also ordered the sale of the property by public
auction wherein all parties concerned may put up their bids. In case of failure,
the subject property should be distributed accordingly in the aforestated
manner.
Private respondent filed a motion for reconsideration which was denied by the
trial court, hence he appealed before the Court of Appeals, which denied the
same. However, upon a motion for reconsideration filed by private respondent
the appellate court partially reconsidered. In the now assailed Resolution, the
Court of Appeals dismissed the complaint for partition filed by petitioner and
Marcelino Marc for lack of merit. It held that the family home should continue
despite the death of one or both spouses as long as there is a minor
beneficiary thereof. The heirs could not partition the property unless the court
found compelling reasons to rule otherwise. The appellate court also held that
the minor son of private respondent, who is a grandson of spouses Marcelino
V. Dario and Perla G. Patricio, was a minor beneficiary of the family home.
Issue: whether partition of the family home is proper where one of the co-
owners refuse to accede to such partition on the ground that a minor
beneficiary still resides in the said home.
Held: NO. Private respondent claims that the subject property which is the
family home duly constituted by spouses Marcelino and Perla Dario cannot be
partitioned while a minor beneficiary is still living therein namely, his 12-year-
old son, who is the grandson of the decedent. He argues that as long as the
minor is living in the family home, the same continues as such until the
beneficiary becomes of age.
On the other hand, petitioner alleges that the subject property remained as a
family home of the surviving heirs of the late Marcelino V. Dario only up to
July 5, 1997, which was the 10th year from the date of death of the decedent.
Petitioner argues that the brothers Marcelino Marc and private respondent
Marcelino III were already of age at the time of the death of their father, hence
there is no more minor beneficiary to speak of.
Provision: Article 154 of the Family Code enumerates who are the
beneficiaries of a family home: (1) The husband and wife, or an unmarried
person who is the head of a family; and (2) Their parents, ascendants,
descendants, brothers and sisters, whether the relationship be legitimate or
illegitimate, who are living in the family home and who depend upon the head
of the family for legal support.
To be a beneficiary of the family home, three requisites must concur: (1) they
must be among the relationships enumerated in Art. 154 of the Family Code;
(2) they live in the family home; and (3) they are dependent for legal support
upon the head of the family. Moreover, Article 159 of the Family Code
provides that the family home shall continue despite the death of one or both
spouses or of the unmarried head of the family for a period of 10 years or for
as long as there is a minor beneficiary, and the heirs cannot partition the
same unless the court finds compelling reasons therefor. This rule shall
apply regardless of whoever owns the property or constituted the family
home. Article 159 of the Family Code applies in situations where death
occurs to persons who constituted the family home.
Thus, the issue for resolution now is whether Marcelino Lorenzo R. Dario
IV, the minor son of private respondent, can be considered as a
beneficiary under Article 154 of the Family Code. (NO)