2/16/22, 12:14 AM Case Digest: Roberts v.

Leonidas (129 SCRA 754)

Roberts v. Leonidas
129 SCRA 754

FACTS:

Grimm, an American resident of Manila, died in 1977. He was survived by his second wife
(Maxine), their two children (Pete and Linda), and by his two children by a first marriage (Juanita
and Ethel) which ended by divorce.

Grimm executed two wills in San Francisco, California on January 23, 1959. One will disposed of
his Philippine  estate  described as  conjugal  property of himself and his second wife. The second
will disposed of his estate outside the Philippines. The two wills and a codicil were presented for
probate in Utah by Maxine on March 1978. Maxine admitted that she received notice of the
intestate petition filed in Manila by Ethel in January 1978. The Utah Court admitted the two wills
and codicil to probate on April 1978 and was issued upon consideration of the stipulation between
the attorneys for Maxine and Ethel.

Also in April 1978, Maxine and Ethel, with knowledge of the intestate proceeding in Manila,
entered into a compromise agreement in Utah regarding the estate.

As mentioned, in January 1978, an intestate proceeding was instituted by Ethel. On March 1978,
Maxine filed an  opposition  and motion to  dismiss  the intestate proceeding on the ground of
pendency of the Utah probate proceedings. She  submitted  to the court a copy of Grimm’s will.
However, pursuant to the compromise agreement, Maxine withdrew the  opposition  and the
motion to dismiss. The court ignored the will found in the record.The estate was partitioned.

In 1980, Maxine filed a petition praying for the probate of the two wills (already probated in
Utah), that the  partition  approved by the intestate court be set aside and the  letters  of
administration revoked, that Maxine be appointed executrix and Ethel be ordered to account for
the properties received by them and return the same to Maxine. Maxine alleged that they were
defrauded due to the machinations of Ethel, that the compromise agreement was illegal and the
intestate proceeding was void because  Grimm  died testate so  partition  was contrary to the
decedent’s wills.

Ethel filed a motion to dismiss the petition which was denied by Judge Leonidas for lack of merit.

ISSUE:

Whether the judge committed  grave  abuse of discretion amounting to lack of jurisdiction in
denying Ethel’s motion to dismiss.

HELD:

We hold that respondent judge did not commit any grave abuse of discretion, amounting to lack of
jurisdiction, in denying Ethel’s motion to dismiss.
A testate proceeding is proper in this case because Grimm died with two wills and “no will shall
pass either real or personal property unless it is proved and allowed” (Art. 838, Civil Code; sec. 1,
Rule 75, Rules of Court).

The probate of the will is mandatory. It is anomalous that the estate of a person who died testate
should be settled in an intestate proceeding. Therefore, the intestate case should
be  consolidated  with the testate proceeding and the judge assigned to the testate proceeding
should continue hearing the two cases.
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2/16/22, 12:14 AM Case Digest: Roberts v. Leonidas (129 SCRA 754)

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