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RULE 72 reconsideration lacked a notice of hearing.

On January 17,
2006, the Shari'a District Court denied petitioners'
MONTANER V. SHARI’A DISTRICT COURT, GR 174975 opposition. Despite finding that the said motion for
reconsideration "lacked notice of hearing", the district
[G.R. No. 174975. January 20, 2009.] court held that such defect was cured as petitioners "were
notified of the existence of the pleading", and it took
cognizance of the said motion. The Shari'a District Court
LUISA KHO MONTAÑER, also reset the hearing for the motion for reconsideration. 
ALEJANDRO MONTAÑER, JR., CaAIES
LILLIBETH MONTAÑER-BARRIOS,
AND RHODORA ELEANOR In its first assailed order dated August 22, 2006,
MONTAÑER-DALUPAN, petitioners, v the Shari'a District Court reconsidered its order of
s. SHARI'A DISTRICT COURT, dismissal dated November 22, 2005. The district court
FOURTH SHARI'A JUDICIAL allowed private respondents to adduce further evidence. 
DISTRICT, MARAWI CITY, LILING In its second assailed order dated September 21, 2006, the
DISANGCOPAN, AND ALMAHLEEN Shari'a District Court ordered the continuation of trial,
LILING S. MONTAÑER, respondents. trial on the merits, adducement of further evidence, and
pre-trial conference. 
Seeking recourse before this Court, petitioners
DECISION raise the following issues:
I.
RESPONDENT SHARI'A DISTRICT
PUNO, C.J p: COURT-MARAWI CITY LACKS
JURISDICTION OVER PETITIONERS
This Petition for Certiorari and Prohibition seeks WHO ARE ROMAN CATHOLICS AND
to set aside the Orders of the Shari'a District Court, Fourth NON-MUSLIMS.
Shari'a Judicial District, Marawi City, dated August 22,
2006  and September 21, 2006.  EDHC II.

On August 17, 1956, petitioner Luisa Kho RESPONDENT SHARI'A DISTRICT


Montañer, a Roman Catholic, married Alejandro COURT-MARAWI CITY DID NOT
Montañer, Sr. at the Immaculate Conception Parish in ACQUIRE JURISDICTION OVER "THE
Cubao, Quezon City.  Petitioners Alejandro Montañer, Jr., ESTATES AND PROPERTIES OF THE
Lillibeth Montañer-Barrios, and Rhodora Eleanor LATE ALEJANDRO MONTAÑER,
Montañer-Dalupan are their children.  On May 26, 1995, SR.," WHICH IS NOT A NATURAL OR
Alejandro Montañer, Sr. died.  JURIDICAL PERSON WITH
CAPACITY TO BE SUED.
On August 19, 2005, private respondents Liling
Disangcopan and her daughter, Almahleen Liling S. No. Proceedings before the court a quo are
Montañer, both Muslims, filed a "Complaint" for the for the issuance of letters of
judicial partition of properties before the Shari'a District administration, settlement, and
Court.  The said complaint was entitled "Almahleen Liling distribution of the estate of the deceased,
S. Montañer and Liling M. Disangcopan v. the Estates which is a special proceeding, not a civil
and Properties of Late Alejandro Montañer, Sr., Luisa action. Section 3 (c) of the Rules of Court
Kho Montañer, Lillibeth K. Montañer, Alejandro Kho defines a special proceeding as "a remedy
Montañer, Jr., and Rhodora Eleanor K. Montañer", and by which a party seeks to establish a
docketed as "Special Civil Action No. 7-05". In the said status, a right, or a particular fact". This
complaint, private respondents made the following Court has applied the Rules, particularly
allegations: (1) in May 1995, Alejandro Montañer, Sr. the rules on special proceedings, for the
died; (2) the late Alejandro Montañer, Sr. is a Muslim; (3) settlement of the estate of a deceased
petitioners are the first family of the decedent; (4) Liling Muslim.
Disangcopan is the widow of the decedent; (5) Almahleen
Liling S. Montañer is the daughter of the decedent; and A civil action, in which "a party sues
(6) the estimated value of and a list of the properties another for the enforcement or protection
comprising the estate of the decedent.  Private of a right, or the prevention or redress of a
respondents prayed for the Shari'a District Court to order, wrong" necessarily has definite adverse
among others, the following: (1) the partition of the estate parties, who are either the plaintiff or
of the decedent; and (2) the appointment of an defendant. On the other hand, a special
administrator for the estate of the decedent.  proceeding, "by which a party seeks to
establish a status, right, or a particular
Petitioners filed an Answer with a Motion to fact", has one definite party, who petitions
Dismiss mainly on the following grounds: (1) the Shari'a or applies for a declaration of a status,
District Court has no jurisdiction over the estate of the right, or particular fact, but no definite
late Alejandro Montañer, Sr., because he was a Roman adverse party. In the case at bar, it bears
Catholic; (2) private respondents failed to pay the correct emphasis that the estate of the decedent is
amount of docket fees; and (3) private respondents' not being sued for any cause of action. As
complaint is barred by prescription, as it seeks to establish a special proceeding, the purpose of the
filiation between Almahleen Liling S. Montañer and the settlement of the estate of the decedent is
decedent, pursuant to Article 175 of the Family Code.  to determine all the assets of the estate,
pay its liabilities, and to distribute the
On November 22, 2005, the Shari'a District
residual to those entitled to the same.
Court dismissed the private respondents' complaint. The
district court held that Alejandro Montañer, Sr. was not a III.
Muslim, and its jurisdiction extends only to the settlement
and distribution of the estate of deceased Muslims.  RESPONDENT SHARI'A DISTRICT
COURT DID NOT ACQUIRE
On December 12, 2005, private respondents filed JURISDICTION OVER THE
a Motion for Reconsideration.  On December 28, 2005, COMPLAINT OF PRIVATE
petitioners filed an Opposition to the Motion for RESPONDENTS AGAINST
Reconsideration, alleging that the motion for
1
PETITIONERS DUE TO NON- defective caption", courts are "guided by the substantive
PAYMENT OF THE FILING AND averments of the pleadings". 
DOCKETING FEES.
Although private respondents designated the
IV. pleading filed before the Shari'a District Court as a
"Complaint" for judicial partition of properties, it is a
RESPONDENT SHARI'A DISTRICT petition for the issuance of letters of administration,
COURT-MARAWI CITY COMMITTED settlement, and distribution of the estate of the decedent.
GRAVE ABUSE OF DISCRETION It contains sufficient jurisdictional facts required for the
AMOUNTING TO LACK OF settlement of the estate of a deceased Muslim, such as the
JURISDICTION WHEN IT DENIED fact of Alejandro Montañer, Sr.'s death as well as the
THE OPPOSITION OF PETITIONERS allegation that he is a Muslim. The said petition also
AND THEN GRANTED THE MOTION contains an enumeration of the names of his legal heirs, so
FOR RECONSIDERATION OF far as known to the private respondents, and a probable
RESPONDENTS LILING list of the properties left by the decedent, which are the
DISANGCOPAN, ET AL. WHICH WAS very properties sought to be settled before a probate court.
FATALLY DEFECTIVE FOR LACK OF Furthermore, the reliefs prayed for reveal that it is the
A "NOTICE OF HEARING". intention of the private respondents to seek judicial
settlement of the estate of the decedent. These include the
V.
following: (1) the prayer for the partition of the estate of
RESPONDENT SHARI'A DISTRICT the decedent; and (2) the prayer for the appointment of an
COURT-MARAWI CITY COMMITTED administrator of the said estate. 
GRAVE ABUSE OF DISCRETION
We cannot agree with the contention of the
AMOUNTING TO LACK OF
petitioners that the district court does not have jurisdiction
JURISDICTION WHEN IT SET SPL.
over the case because of an allegation in their answer with
CIVIL ACTION 7-05 FOR TRIAL EVEN
a motion to dismiss that Montañer, Sr. is not a Muslim.
IF THE COMPLAINT PLAINLY
Jurisdiction of a court over the nature of the action and its
REVEALS THAT RESPONDENT
subject matter does not depend upon the defenses set forth
ALMAHLEEN LILING S. MONTAÑER
in an answer or a motion to dismiss.  Otherwise,
SEEKS RECOGNITION FROM
jurisdiction would depend almost entirely on the
ALEJANDRO MONTAÑER, SR.
defendant or result in having "a case either thrown out of
WHICH CAUSE OF ACTION
court or its proceedings unduly delayed by simple
PRESCRIBED UPON THE DEATH OF
stratagem. Indeed, the "defense of lack of jurisdiction
ALEJANDRO MONTAÑER, SR. ON
which is dependent on a question of fact does not render
MAY 26, 1995. ECDAcS
the court to lose or be deprived of its jurisdiction." 
In their Comment to the Petition for Certiorari, private The same rationale applies to an answer with a
respondents stress that the Shari'a District Court must be motion to dismiss. In the case at bar, the Shari'a District
given the opportunity to hear and decide the question of Court is not deprived of jurisdiction simply because
whether the decedent is a Muslim in order to determine petitioners raised as a defense the allegation that the
whether it has jurisdiction.  deceased is not a Muslim. The Shari'a District Court has
Jurisdiction: Settlement of the Estate of Deceased the authority to hear and receive evidence to determine
Muslims whether it has jurisdiction, which requires an a
priori determination that the deceased is a Muslim. If
Petitioners' first argument, regarding the Shari'a after hearing, the Shari'a District Court determines that the
District Court's jurisdiction, is dependent on a question of deceased was not in fact a Muslim, the district court
fact, whether the late Alejandro Montañer, Sr. is a should dismiss the case for lack of jurisdiction.
Muslim. Inherent in this argument is the premise that
there has already been a determination resolving such a Special Proceedings
question of fact. It bears emphasis, however, that the The underlying assumption in petitioners' second
assailed orders did not determine whether the decedent is argument, that the proceeding before the Shari'a District
a Muslim. The assailed orders did, however, set a hearing Court is an ordinary civil action against a deceased
for the purpose of resolving this issue. person, rests on an erroneous understanding of the
Article 143 (b) of Presidential Decree No. 1083, proceeding before the court a quo. Part of the confusion
otherwise known as the Code of Muslim Personal Laws of may be attributed to the proceeding before the Shari'a
the Philippines, provides that the Shari'a District Courts District Court, where the parties were designated either as
have exclusive original jurisdiction over the settlement of plaintiffs or defendants and the case was denominated as a
the estate of deceased Muslims: special civil action. We reiterate that the proceedings
before the court a quo are for the issuance of letters of
ARTICLE 143. Original administration, settlement, and distribution of the estate of
jurisdiction. — (1) The Shari'a District the deceased, which is a special proceeding. Section 3 (c)
Court shall have exclusive original of the Rules of Court (Rules) defines a special proceeding
jurisdiction over: as "a remedy by which a party seeks to establish a status,
xxx xxx xxx a right, or a particular fact". This Court has applied
the Rules, particularly the rules on special proceedings,
(b) All cases involving for the settlement of the estate of a deceased
disposition, distribution and settlement of Muslim. 31 In a petition for the issuance of letters of
the estate of deceased Muslims, probate of administration, settlement, and distribution of estate, the
wills, issuance of letters of administration applicants seek to establish the fact of death of the
or appointment of administrators or decedent and later to be duly recognized as among the
executors regardless of the nature or the decedent's heirs, which would allow them to exercise their
aggregate value of the property. right to participate in the settlement and liquidation of the
estate of the decedent.  Here, the respondents seek to
The determination of the nature of an action or proceeding establish the fact of Alejandro Montañer, Sr.'s death and,
is controlled by the averments and character of the relief subsequently, for private respondent Almahleen Liling S.
sought in the complaint or petition.  The designation Montañer to be recognized as among his heirs, if such is
given by parties to their own pleadings does not the case in fact. IDASHa
necessarily bind the courts to treat it according to the said
designation. Rather than rely on "a falsa descriptio or
2
Petitioners' argument, that the prohibition against questioned final and executory judgment is not apparent
a decedent or his estate from being a party defendant in a on its face or from the recitals contained therein."  In
civil action applies to a special proceeding such as the these exceptional cases, the Court considers that "no party
settlement of the estate of the deceased, is misplaced. can even claim a vested right in technicalities", and for
Unlike a civil action which has definite adverse parties, a this reason, cases should, as much as possible, be decided
special proceeding has no definite adverse party. The on the merits rather than on technicalities.  CAIHaE
definitions of a civil action and a special proceeding,
The case at bar falls under this exception. To
respectively, in the Rules illustrate this difference. A civil
deny the Shari'a District Court of an opportunity to
action, in which "a party sues another for the enforcement
determine whether it has jurisdiction over a petition for
or protection of a right, or the prevention or redress of a
the settlement of the estate of a decedent alleged to be a
wrong" necessarily has definite adverse parties, who are
Muslim would also deny its inherent power as a court to
either the plaintiff or defendant.  On the other hand, a
control its process to ensure conformity with the law and
special proceeding, "by which a party seeks to establish a
justice. To sanction such a situation simply because of a
status, right, or a particular fact", has one definite party,
lapse in fulfilling the notice requirement will result in a
who petitions or applies for a declaration of a status, right,
miscarriage of justice.
or particular fact, but no definite adverse party. In the case
at bar, it bears emphasis that the estate of the decedent is In addition, the present case calls for a liberal
not being sued for any cause of action. As a special construction of the rules on notice of hearing, because the
proceeding, the purpose of the settlement of the estate of rights of the petitioners were not affected. This Court has
the decedent is to determine all the assets of the estate,  held that an exception to the rules on notice of hearing is
pay its liabilities,  and to distribute the residual to those where it appears that the rights of the adverse party were
entitled to the same.  not affected. The purpose for the notice of hearing
coincides with procedural due process, for the court to
Docket Fees
determine whether the adverse party agrees or objects to
Petitioners' third argument, that jurisdiction was the motion, as the Rules do not fix any period within
not validly acquired for non-payment of docket fees, is which to file a reply or opposition. In probate
untenable. Petitioners point to private respondents' proceedings, "what the law prohibits is not the absence
petition in the proceeding before the court a quo, which of previous notice, but the absolute absence thereof and
contains an allegation estimating the decedent's estate as lack of opportunity to be heard."  In the case at bar, as
the basis for the conclusion that what private respondents evident from the Shari'a District Court's order dated
paid as docket fees was insufficient. Petitioners' argument January 17, 2006, petitioners' counsel received a copy of
essentially involves two aspects: (1) whether the clerk of the motion for reconsideration in question. Petitioners
court correctly assessed the docket fees; and (2) whether were certainly not denied an opportunity to study the
private respondents paid the correct assessment of the arguments in the said motion as they filed an opposition
docket fees. to the same. Since the Shari'a District Court reset the
hearing for the motion for reconsideration in the same
Filing the appropriate initiatory pleading and the
order, petitioners were not denied the opportunity to
payment of the prescribed docket fees vest a trial court
object to the said motion in a hearing. Taken together,
with jurisdiction over the subject matter. If the party filing
these circumstances show that the purpose for the rules of
the case paid less than the correct amount for the docket
notice of hearing, procedural process, was duly observed.
fees because that was the amount assessed by the clerk of
court, the responsibility of making a deficiency Prescription and Filiation
assessment lies with the same clerk of court. In such a
Petitioners' fifth argument is premature. Again,
case, the lower court concerned will not automatically
the Shari'a District Court has not yet determined whether
lose jurisdiction, because of a party's reliance on the clerk
it has jurisdiction to settle the estate of the decedent. In
of court's insufficient assessment of the docket fees.  As
the event that a special proceeding for the settlement of
"every citizen has the right to assume and trust that a
the estate of a decedent is pending, questions regarding
public officer charged by law with certain duties knows
heirship, including prescription in relation to recognition
his duties and performs them in accordance with law", the
and filiation, should be raised and settled in the said
party filing the case cannot be penalized with the clerk of
proceeding. The court, in its capacity as a probate court,
court's insufficient assessment.  However, the party
has jurisdiction to declare who are the heirs of the
concerned will be required to pay the deficiency. 
decedent. In the case at bar, the determination of the heirs
In the case at bar, petitioners did not present the of the decedent depends on an affirmative answer to the
clerk of court's assessment of the docket fees. Moreover, question of whether the Shari'a District Court has
the records do not include this assessment. There can be jurisdiction over the estate of the decedent.
no determination of whether private respondents correctly
IN VIEW WHEREOF, the petition is DENIED.
paid the docket fees without the clerk of court's
The Orders of the Shari'a District Court, dated August 22,
assessment.
2006 and September 21, 2006 respectively, are
Exception to Notice of Hearing AFFIRMED. Cost against petitioners. DEHcTI
Petitioners' fourth argument, that private SO ORDERED.
respondents' motion for reconsideration before the Shari'a
REYNATO S. PUNO
District Court is defective for lack of a notice of hearing,
must fail as the unique circumstances in the present case Chief Justice
constitute an exception to this requirement.
Carpio, Corona, Azcuna and Leonardo-de
The Rules require every written motion to be set for
Castro, JJ., concur.
hearing by the applicant and to address the notice of
hearing to all parties concerned. The Rules also provide ||| (Montañer v. Shari'a District Court, G.R. No. 174975,
that "no written motion set for hearing shall be acted upon [January 20, 2009], 596 PHIL 815-830)
by the court without proof of service thereof." However,
the Rules allow a liberal construction of its provisions "in Notes
order to promote [the] objective of securing a just, speedy,
and inexpensive disposition of every action and Petition denied.
proceeding." Moreover, this Court has upheld a liberal
construction specifically of the rules of notice of hearing Issues:
in cases where "a rigid application will result in a
manifest failure or miscarriage of justice especially if a
party successfully shows that the alleged defect in the
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I. RESPONDENT SHARI'A DISTRICT COURT-MARAWI AMOUNTING TO LACK OF JURISDICTION WHEN IT
CITY LACKS JURISDICTION OVER PETITIONERS WHO SET SPL. CIVIL ACTION 7-05 FOR TRIAL EVEN IF THE
ARE ROMAN CATHOLICS AND NON-MUSLIMS. COMPLAINT PLAINLY REVEALS THAT RESPONDENT
ALMAHLEEN LILING S. MONTAÑER SEEKS
II. ON SPECIAL PROCEEDINGS RECOGNITION FROM ALEJANDRO MONTAÑER, SR.
WHICH CAUSE OF ACTION PRESCRIBED UPON THE
RESPONDENT SHARI'A DISTRICT COURT-MARAWI DEATH OF ALEJANDRO MONTAÑER, SR. ON MAY 26,
CITY DID NOT ACQUIRE JURISDICTION OVER "THE 1995. 
ESTATES AND PROPERTIES OF THE LATE
ALEJANDRO MONTAÑER, SR.," WHICH IS NOT A
NATURAL OR JURIDICAL PERSON WITH CAPACITY
TO BE SUED.

Assumption of petitioners: Proceeding before the Shari'a


District Court is an ordinary civil action against a deceased
person.

No. Proceedings before the court a quo are for the issuance of
letters of administration, settlement, and distribution of the
estate of the

deceased, which is a special proceeding, not a civil action.


Section 3 (c) of the Rules of Court defines a special
proceeding as "a remedy by which a party seeks to establish a
status, a right, or a particular fact". This Court has applied the
Rules, particularly the rules on special proceedings, for the
settlement of the estate of a deceased Muslim.

In a petition for the issuance of letters of administration,


settlement, and distribution of estate, the applicants seek to
establish the fact of death of the decedent and later to be duly
recognized as among the decedent's heirs, which would allow
them to exercise their right to participate in the settlement and
liquidation of the estate of the decedent.  Here, the respondents
seek to establish the fact of Alejandro Montañer, Sr.'s death
and, subsequently, for private respondent Almahleen Liling S.
Montañer to be recognized as among his heirs, if such is the
case in fact. I

A civil action, in which "a party sues another for the


enforcement or protection of a right, or the prevention or
redress of a wrong" necessarily has definite adverse parties,
who are either the plaintiff or defendant. On the other hand, a
special proceeding, "by which a party seeks to establish a
status, right, or a particular fact", has one definite party, who
petitions or applies for a declaration of a status, right, or
particular fact, but no definite adverse party. In the case at bar,
it bears emphasis that the estate of the decedent is not being
sued for any cause of action. As a special proceeding, the
purpose of the settlement of the estate of the decedent is to
determine all the assets of the estate, pay its liabilities, and to
distribute the residual to those entitled to the same.

III. RESPONDENT SHARI'A DISTRICT COURT DID NOT


ACQUIRE JURISDICTION OVER THE COMPLAINT OF
PRIVATE RESPONDENTS AGAINST PETITIONERS DUE
TO NON-PAYMENT OF THE FILING AND DOCKETING
FEES.

IV. RESPONDENT SHARI'A DISTRICT COURT-MARAWI


CITY COMMITTED GRAVE ABUSE OF DISCRETION
AMOUNTING TO LACK OF JURISDICTION WHEN IT
DENIED THE OPPOSITION OF PETITIONERS AND
THEN GRANTED THE MOTION FOR
RECONSIDERATION OF RESPONDENTS LILING
DISANGCOPAN, ET AL. WHICH WAS FATALLY
DEFECTIVE FOR LACK OF A "NOTICE OF HEARING".

V.RESPONDENT SHARI'A DISTRICT COURT-MARAWI


CITY COMMITTED GRAVE ABUSE OF DISCRETION

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HRS. OF TEOFILO GABATAN V. CA AND LOURDES case was previously filed by respondent against Teofilo's
EVERO PACANA, GR 150206 wife, Rita Vda. de Gabatan, on February 21, 1978,
docketed as Civil Case No. 5840 but the case was
[G.R. No. 150206. March 13, 2009.] dismissed on May 3, 1983 for lack of interest. Finally,
petitioners contended that the complaint lacks or states no
HEIRS OF TEOFILO GABATAN, cause of action or, if there was any, the same has long
namely: LOLITA GABATAN, prescribed and/or has been barred by laches. HDaACI
POMPEYO GABATAN, PEREGRINO On June 20, 1989, the complaint was amended
GABATAN, REYNALDO GABATAN, wherein the heirs of Teofilo were individually named, to
NILA GABATAN and JESUS wit: Lolita Gabatan, Pompeyo Gabatan, Peregrino
JABINIS, RIORITA GABATAN Gabatan, Reynaldo Gabatan, Nila Gabatan and Jesus
TUMALA and FREIRA Jabinis, Riorita Gabatan Tumal and Freira Gabatan.
GABATAN, petitioners, vs. HON.
COURT OF APPEALS AND On July 30, 1990, petitioners filed an amended
LOURDES EVERO answer, additionally alleging that the disputed land was
PACANA, respondents. already covered by OCT No. P-3316 in the name of the
heirs of Juan Gabatan represented by petitioner Riorita
Gabatan (Teofilo's daughter).
On October 20, 1995, the RTC rendered a
DECISION decision in favor of respondent, the dispositive portion of
which reads:
WHEREFORE, judgment is
LEONARDO-DE CASTRO, J p: hereby rendered in favor of the plaintiff
and against the defendants, declaring the
Assailed and sought to be set aside in the instant plaintiff the owner of Lot No. 3095 C-5
petition for review on certiorari are the Decision 1 dated situated at Calinugan, Balulang, Cagayan
April 28, 2000, and Resolution 2 dated September 12, de Oro City; and ordering the defendants
2001 of the Court of Appeals (CA), in CA G.R. CV No. represented by Riorita Gabatan Tumala
52273. The challenged Decision affirmed the to RECONVEY Original Certificate of
decision 3 of the Regional Trial Court (RTC) of Cagayan Title No. P-3316 in favor of plaintiff
de Oro City, Branch 19, dated October 20, 1995 in Civil Lourdes Evero Pacana, free of any
Case No. 89-092, an action for Recovery of Property and encumbrance; ordering the defendants to
Ownership and Possession, thereat commenced by pay P10,000.00 by way of moral damages;
respondent Lourdes Evero Pacana against petitioners, P10,000.00 as Attorney's fees; and
heirs of Teofilo Gabatan, Jesus Jabinis and Catalino P2,000.00 for litigation expenses.
Acantilado. aIEDAC
SO ORDERED. 4
Subject of the present controversy is a 1.1062
hectare parcel of land, identified as Lot 3095 C-5 and Aggrieved, petitioners appealed to the CA
situated at Calinugan, Balulang, Cagayan de Oro City. whereat their recourse was docketed as CA-G.R. CV No.
This lot was declared for taxation in the name of Juan 52273.
Gabatan. In the complaint before the RTC, respondent On April 28, 2000, the CA rendered the herein
alleged that she is the sole owner of Lot 3095 C-5, having challenged Decision affirming that of the RTC.
inherited the same from her deceased mother, Hermogena Dispositively, the Decision reads:
Gabatan Evero (Hermogena). Respondent further claimed
that her mother, Hermogena, is the only child of Juan WHEREFORE, premises
Gabatan and his wife, Laureana Clarito. Respondent considered, the questioned decision of the
alleged that upon the death of Juan Gabatan, Lot 3095 C-5 lower court dated October 20, 1995 is
was entrusted to his brother, Teofilo Gabatan (Teofilo), hereby AFFIRMED. With costs against
and Teofilo's wife, Rita Gabatan, for administration. It appellants. SDIaHE
was also claimed that prior to her death Hermogena
SO ORDERED.
demanded for the return of the land but to no avail. After
Hermogena's death, respondent also did the same but Discounting petitioners' argument that
petitioners refused to heed the numerous demands to respondent is not related to Juan Gabatan, the CA
surrender the subject property. According to respondent, declared that respondent's claim of filiation with Juan
when Teofilo and his wife died, petitioners Jesus Jabinis Gabatan was sufficiently established during trial. Thus,
and Catalino Acantilado took possession of the disputed the CA echoed a long line of jurisprudence that findings
land despite respondent's demands for them to vacate the of fact of the trial court are entitled to great weight and
same. are not disturbed except for cogent reasons, such as when
In their answer, petitioners denied that the findings of fact are not supported by evidence.
respondent's mother Hermogena was the daughter of Juan The CA likewise gave weight to the Deed of
Gabatan with Laureana Clarito and that Hermogena or Absolute Sale 5 executed by Macaria Gabatan de
respondent is the rightful heir of Juan Gabatan. Petitioners Abrogar, Teofilo, Hermogena and heirs of Justa Gabatan,
maintained that Juan Gabatan died single in 1934 and wherein Hermogena was identified as an heir of Juan
without any issue and that Juan was survived by one Gabatan:
brother and two sisters, namely: Teofilo (petitioners'
predecessor-in-interest), Macaria and Justa. These siblings . . . HERMOGENA GABATAN,
and/or their heirs, inherited the subject land from Juan of legal age, married, Filipino citizen and
Gabatan and have been in actual, physical, open, public, presently residing at Kolambugan, Lanao
adverse, continuous and uninterrupted possession thereof del Norte, Philippines, as Heir of the
in the concept of owners for more than fifty (50) years deceased, JUAN GABATAN; . . . .
and enjoyed the fruits of the improvements thereon, to the To the CA, the Deed of Absolute Sale on July
exclusion of the whole world including respondent. 30, 1966 containing such declaration which was signed by
Petitioners clarified that Jesus Jabinis and Catalino Teofilo and the latter's nearest relatives by consanguinity,
Acantilado have no interest in the subject land; the former is a tangible proof that they acknowledged Hermogena's
is merely the husband of Teofilo's daughter while the status as the daughter of Juan Gabatan. Applying Section
latter is just a caretaker. Petitioners added that a similar 38, Rule 130 6 of the Rules of Court on the declaration
5
against interest, the CA ruled that petitioners could not Moreover, our rules recognize the broad
deny that even their very own father, Teofilo formally discretionary power of an appellate court to waive the
recognized Hermogena's right to heirship from Juan lack of proper assignment of errors and to consider errors
Gabatan which ultimately passed on to respondent. not assigned. Thus, the Court is clothed with ample
authority to review rulings even if they are not assigned as
As to the issue of prescription, the CA ruled that
errors in the appeal in these instances: (a) grounds not
petitioners' possession of the disputed property could not
assigned as errors but affecting jurisdiction over the
ripen into acquisitive prescription because their
subject matter; (b) matters not assigned as errors on
predecessor-in-interest, Teofilo, never held the property in
appeal but are evidently plain or clerical errors within
the concept of an owner.
contemplation of law; (c) matters not assigned as errors
Aggrieved, petitioners are now with this on appeal but consideration of which is necessary in
Court via the present recourse principally contending that arriving at a just decision and complete resolution of the
the CA committed the following reversible errors: case or to serve the interests of justice or to avoid
dispensing piecemeal justice; (d) matters not specifically
FIRST ERROR: The lower
assigned as errors on appeal but raised in the trial court
court erred in not declaring that Juan
and are matters of record having some bearing on the
Gabatan died single and without issue;
issue submitted which the parties failed to raise or which
SECOND ERROR: The lower the lower court ignored; (e) matters not assigned as errors
court erred in declaring the plaintiff- on appeal but closely related to an error assigned; and (f)
appellee (respondent) as the sole and matters not assigned as errors on appeal but upon which
surviving heir of Juan Gabatan, the only the determination of a question properly assigned, is
child of a certain Hermogena Clareto dependent. 11
"GABATAN"; In the light of the foregoing established
THIRD ERROR: The lower doctrines, we now proceed to resolve the merits of the
court erred in declaring that a certain case.
Hermogena Clareto "GABATAN" is the The respondent's main cause of action in the
child and sole heir of Juan court a quo is the recovery of ownership and possession
Gabatan; ICaDHT of property. It is undisputed that the subject property, Lot
3095 C-5, was owned by the deceased Juan Gabatan,
FOURTH ERROR: The lower
during his lifetime. 12 Before us are two contending
court erred in failing to appreciate by
parties, both insisting to be the legal heir(s) of the
preponderance of evidence in favor of the
decedent.
defendants-appellants (petitioners) claim
that they and the heirs of Justa and Jurisprudence dictates that the determination of
Macaria both surnamed Gabatan are the who are the legal heirs of the deceased must be made in
sole and surviving heirs of Juan Gabatan the proper special proceedings in court, and not in an
and, therefore, entitled to inherit the land ordinary suit for recovery of ownership and possession of
subject matter hereof; property. This must take precedence over the action for
recovery of possession and ownership. The Court has
FIFTH ERROR: The lower consistently ruled that the trial court cannot make a
court erred in not declaring that the cause declaration of heirship in the civil action for the reason
of action of plaintiff-appellee (respondent) that such a declaration can only be made in a special
if any, has been barred by laches and/or proceeding. Under Section 3, Rule 1 of the 1997 Revised
prescription. 7 Rules of Court, a civil action is defined as one by which a
Before proceeding to the merits of the case, we party sues another for the enforcement or protection of a
must pass upon certain preliminary matters. right, or the prevention or redress of a wrong while a
special proceeding is a remedy by which a party seeks to
In general, only questions of law may be raised establish a status, a right, or a particular fact. It is then
in a petition for review on certiorari under Rule 45 of decisively clear that the declaration of heirship can be
the Rules of Court. Questions of fact cannot be the subject made only in a special proceeding inasmuch as the
of this particular mode of appeal, for this Court is not a petitioners here are seeking the establishment of a status
trier of facts. 8 It is not our function to examine and or right. 13 EHACcT
evaluate the probative value of the evidence presented
before the concerned tribunal upon which its impugned In the early case of Litam, et al. v. Rivera, 14 this
decision or resolution is based. 9 Court ruled that the declaration of heirship must be made
in a special proceeding, and not in an independent civil
However, there are established exceptions to the action. This doctrine was reiterated in Solivio v. Court of
rule on conclusiveness of the findings of fact by the lower Appeals 15 where the Court held:
courts, such as (1) when the findings are grounded
entirely on speculation, surmises or conjectures; (2) when . . . where despite the pendency
the inference made is manifestly mistaken; (3) when there of the special proceedings for the
is grave abuse of discretion; (4) when the judgment is settlement of the intestate estate of the
based on a misapprehension of facts; (5) when the deceased Rafael Litam, the plaintiffs-
findings of facts are conflicting; (6) when in making its appellants filed a civil action in which
findings the Court of Appeals went beyond the issues of they claimed that they were the children
the case, or its findings are contrary to the admissions of by a previous marriage of the deceased to
both the appellant and the appellee; (7) when the findings a Chinese woman, hence, entitled to
are contrary to the trial court; (8) when the findings are inherit his one-half share of the conjugal
conclusions without citation of specific evidence on properties acquired during his marriage to
which they are based; (9) when the facts set forth in the Marcosa Rivera, the trial court in the civil
petition as well as in the petitioner's main and reply briefs case declared that the plaintiffs-appellants
are not disputed by the respondent; (10) when the findings were not children of the deceased, that the
of fact are premised on the supposed absence of evidence properties in question were paraphernal
and contradicted by the evidence on record; and (11) properties of his wife, Marcosa Rivera,
when the Court of Appeals manifestly overlooked certain and that the latter was his only heir. On
relevant facts not disputed by the parties, which, if appeal to this Court, we ruled that such
properly considered, would justify a different declarations (that Marcosa Rivera was the
conclusion. 10 DHCSTa only heir of the decedent) is improper, in
Civil Case No. 2071, it being within the
6
exclusive competence of the court in Gabatan. It was incumbent upon her to present
Special Proceedings No. 1537, in which it preponderant evidence in support of her complaint.
is not as yet, in issue, and, will not be,
Under the Civil Code, the filiation of legitimate
ordinarily, in issue until the presentation
children is established by any of the following:
of the project of partition.
ART. 265. The filiation of
In the more recent case of Milagros Joaquino v. legitimate children is proved by the record
Lourdes Reyes, 16 the Court reiterated its ruling that of birth appearing in the Civil Register, or
matters relating to the rights of filiation and heirship must by an authentic document or a final
be ventilated in the proper probate court in a special judgment. 
proceeding instituted precisely for the purpose of
determining such rights. Citing the case of Agapay v. ART. 266. In the absence of the
Palang, 17 this Court held that the status of an illegitimate titles indicated in the preceding article, the
child who claimed to be an heir to a decedent's estate filiation shall be proved by the continuous
could not be adjudicated in an ordinary civil action which, possession of status of a legitimate child.
as in this case, was for the recovery of property.
ART. 267. In the absence of a
However, we are not unmindful of our decision record of birth, authentic document, final
in Portugal v. Portugal-Beltran, 18 where the Court judgment or possession of status,
relaxed its rule and allowed the trial court in a proceeding legitimate filiation may be proved by any
for annulment of title to determine the status of the party other means allowed by the Rules of
therein as heirs, to wit: Court and special laws.
It appearing, however, that in the Here, two conflicting birth certificates 19 of
present case the only property of the respondent were presented at the RTC. Respondent,
intestate estate of Portugal is the Caloocan during her direct testimony, presented and identified a
parcel of land, to still subject it, under purported certified true copy of her typewritten birth
the circumstances of the case, to a certificate which indicated that her mother's maiden name
special proceeding which could be long, was "Hermogena Clarito Gabatan". Petitioners, on the
hence, not expeditious, just to establish other hand, presented a certified true copy of respondent's
the status of petitioners as heirs is not handwritten birth certificate which differed from the copy
only impractical; it is burdensome to the presented by respondent. Among the differences was
estate with the costs and expenses of an respondent's mother's full maiden name which was
administration proceeding. And it is indicated as "Hermogena Clarito" in the handwritten birth
superfluous in light of the fact that the certificate.
parties to the civil case — subject of the
present case, could and had already in In resolving this particular issue, the trial court
fact presented evidence before the trial ruled in this wise:
court which assumed jurisdiction over The parties are trying to outdo
the case upon the issues it defined with (sic) each other by presenting two
during pre-trial. cDTSHE conflicting Certificate (sic) of Live Birth
In fine, under the circumstances of plaintiff herein, Lourdes Evero Pacana,
of the present case, there being no which are Exhibit "A" for the plaintiff and
compelling reason to still subject Exhibit "1" for the defendants. Which of
Portugal's estate to administration this (sic) is genuine, and which is
proceedings since a determination of falsified. These (sic) issue is crucial and
petitioners' status as heirs could be requires serious scrutiny. The Court is of
achieved in the civil case filed by the observation that Exhibit "A" for the
petitioners (Vide Pereira v. Court of plaintiff which is a certified true copy is in
Appeals, 174 SCRA 154 [1989]; Intestate due form and bears the "as is and where
Estate of Mercado v. Magtibay, 96 Phil. is" rule. It has the impression of the
383 [1955]), the trial court should proceed original certificate. The forms (sic) is an
to evaluate the evidence presented by the old one used in the 1950's. Her mother's
parties during the trial and render a maiden name appearing thereof is
decision thereon upon the issues it defined Hermogina (sic) Clarito Gabatan. While
during pre-trial, . . . . (emphasis supplied) Exhibit "1", the entries found
thereof (sic) is handwritten which is very
Similarly, in the present case, there appears to be unusual and of dubious source. The form
only one parcel of land being claimed by the contending used is of latest vintage. The entry on the
parties as their inheritance from Juan Gabatan. It would space for mother's maiden name is
be more practical to dispense with a separate special Hermogena Calarito. There seems to be an
proceeding for the determination of the status of apparent attempt to thwart plaintiff's
respondent as the sole heir of Juan Gabatan, specially in mother filiation with the omission of the
light of the fact that the parties to Civil Case No. 89-092, surname Gabatan. Considering these
had voluntarily submitted the issue to the RTC and circumstances alone the Court is inclined
already presented their evidence regarding the issue of to believe that Exhibit "A" for the plaintiff
heirship in these proceeding. Also the RTC assumed is far more genuine and authentic
jurisdiction over the same and consequently rendered certificate of live birth. 20 DTAaCE
judgment thereon.
Having carefully examined the questioned birth
We GRANT the petition. certificates, we simply cannot agree with the above-
After a meticulous review of the records of this quoted findings of the trial court. To begin with, Exhibit
case, we find insufficient and questionable the basis of the A, as the trial court noted, was an original typewritten
RTC in conferring upon respondent the status of sole heir document, not a mere photocopy or facsimile. It uses a
of Juan Gabatan. form of 1950's vintage 21 but this Court is unable to
concur in the trial court's finding that Exhibit 1 22 was of
Respondent, in asserting to be entitled to a later vintage than Exhibit A which was one of the trial
possession and ownership of the property, pinned her court's bases for doubting the authenticity of Exhibit 1.
claim entirely on her alleged status as sole heir of Juan On the contrary, the printed notation on the upper left
hand corner of Exhibit 1 states "Municipal Form No. 102
7
— (Revised, January 1945)" which makes it an older form authentic document or a final judgment. In the absence of
than Exhibit A. Thus, the trial court's finding regarding these, respondent should have presented proof that her
which form was of more recent vintage was manifestly mother enjoyed the continuous possession of the status of
contradicted by the evidence on record. No actual a legitimate child. Only in the absence of these two
signature appears on Exhibit A except that of a certain classes of evidence is the respondent allowed to present
Maximo P. Noriga, Deputy Local Civil Registrar of the other proof admissible under the Rules of Court of her
Office of the Local Civil Registrar, Cagayan de Oro City, mother's relationship to Juan Gabatan.
who purportedly certified on July 6, 1977 that Exhibit A
However, respondent's mother's (Hermogena's)
was a true copy of respondent's birth certificate. The
birth certificate, which would have been the best evidence
names of the attendant at birth (Petra Sambaan) and the
of Hermogena's relationship to Juan Gabatan, was never
local civil registrar (J.L. Rivera) in 1950 were typewritten
offered as evidence at the RTC. Neither did respondent
with the notation "(Sgd.)" also merely typewritten beside
present any authentic document or final judgment
their names. The words "A certified true copy: July 6,
categorically evidencing Hermogena's relationship to Juan
1977" above the signature of Maximo P. Noriga on
Gabatan. HCTaAS
Exhibit A appear to be inscribed by the same typewriter
as the very entries in Exhibit A. It would seem that Respondent relied on the testimony of her
Exhibit A and the information stated therein were witnesses, Frisco Lawan, Felicisima Nagac Pacana and
prepared and entered only in 1977. Significantly, Maximo Cecilia Nagac Villareal who testified that they personally
P. Noriga was never presented as a witness to identify knew Hermogena (respondent's mother) and/or Juan
Exhibit A. Said document and the signature of Maximo P. Gabatan, that they knew Juan Gabatan was married to
Noriga therein were identified by respondent herself Laureana Clarito and that Hermogena was the child of
whose self-serving testimony cannot be deemed sufficient Juan and Laureana. However, none of these witnesses had
authentication of her birth certificate. personal knowledge of the fact of marriage of Juan to
Laureana or the fact of birth of Hermogena to Juan and
We cannot subscribe to the trial court's view that Laureana. They were not yet born or were very young
since the entries in Exhibit 1 were handwritten, Exhibit 1 when Juan supposedly married Laureana or when
was the one of dubious credibility. Verily, the certified Hermogena was born and they all admitted that none of
true copies of the handwritten birth certificate of them were present at Juan and Laureana's wedding or
respondent (petitioners' Exhibits 1 and 8) were duly Hermogena's birth. These witnesses based their testimony
authenticated by two competent witnesses; namely, Rosita on what they had been told by, or heard from, others as
Vidal (Ms. Vidal), Assistant Registration Officer of the young children. Their testimonies were, in a word,
Office of the City Civil Registrar, Cagayan de Oro City hearsay.
and Maribeth E. Cacho (Ms. Cacho), Archivist of the
National Statistics Office (NSO), Sta. Mesa, Manila. Both Other circumstances prevent us from giving full
witnesses testified that: (a) as part of their official duties faith to respondent's witnesses' testimonies. The records
they have custody of birth records in their respective would show that they cannot be said to be credible and
offices, 23 and (b) the certified true copy of respondent's impartial witnesses. Frisco Lawan testified that he was the
handwritten birth certificate is a faithful reproduction of son of Laureana by a man other than Juan Gabatan and
the original birth certificate registered in their respective was admittedly not at all related to Juan Gabatan. 29 His
offices. 24 Ms. Vidal, during her testimony, even brought testimony regarding the relationships within the Gabatan
the original of the handwritten birth certificate before the family is hardly reliable. As for Felicisima Nagac Pacana
trial court and respondent's counsel confirmed that the and Cecilia Nagac Villareal who are children of Justa
certified true copy (which was eventually marked as Gabatan Nagac, 30 this Court is wary of according
Exhibit 1) was a faithful reproduction of the probative weight to their testimonies since respondent
original. 25 Ms. Vidal likewise categorically testified that admitted during her cross-examination that her
no other copy of respondent's birth certificate exists in (respondent's) husband is the son of Felicisima Nagac
their records except the handwritten birth Pacana. 31 In other words, although these witnesses are
certificate. 26 Ms. Cacho, in turn, testified that the indeed blood relatives of petitioners, they are also the
original of respondent's handwritten birth certificate found mother and the aunt of respondent's husband. They cannot
in the records of the NSO Manila (from which Exhibit 8 be said to be entirely disinterested in the outcome of the
was photocopied) was the one officially transmitted to case.
their office by the Local Civil Registry Office of Cagayan Aside from the testimonies of respondent's
de Oro. 27 Both Ms. Vidal and Ms. Cacho testified and witnesses, both the RTC and the CA relied heavily on a
brought their respective offices' copies of respondent's photocopy of a Deed of Absolute Sale 32 (Exhibit H)
birth certificate in compliance with subpoenas issued by presented by respondent and which appeared to be signed
the trial court and there is no showing that they were by the siblings and the heirs of the siblings of Juan
motivated by ill will or bias in giving their testimonies. Gabatan. In this document involving the sale of a lot
Thus, between respondent's Exhibit A and petitioners' different from Lot 3095 C-5, "Hermogena Gabatan as heir
Exhibits 1 and 8, the latter documents deserve to be given of the deceased Juan Gabatan" was indicated as one of the
greater probative weight. ASDCaI vendors. The RTC deemed the statement therein as an
Even assuming purely for the sake of argument affirmation or recognition by Teofilo Gabatan, petitioners'
that the birth certificate presented by respondent (Exhibit predecessor in interest, that Hermogena Gabatan was the
A) is a reliable document, the same on its face is heir of Juan Gabatan. 33 The CA considered the same
insufficient to prove respondent's filiation to her alleged statement as a declaration against interest on the part of
grandfather, Juan Gabatan. All that Exhibit A, if it had Teofilo Gabatan. 34
been credible and authentic, would have proven was that However, the admission of this Deed of Absolute
respondent's mother was a certain "Hermogena Clarito Sale, including its contents and the signatures therein, as
Gabatan". It does not prove that same "Hermogena Clarito competent evidence was vigorously and repeatedly
Gabatan" is the daughter of Juan Gabatan. Even the CA objected to by petitioners' counsel for being a mere
held that the conflicting certificates of live birth of photocopy and not being properly authenticated. 35 After
respondent submitted by the parties only proved the a close scrutiny of the said photocopy of the Deed of
filiation of respondent to Hermogena. 28 Absolute Sale, this Court cannot uphold the admissibility
It was absolutely crucial to respondent's cause of of the same. aIETCA
action that she convincingly proves the filiation of her Under the best evidence rule, when the subject of
mother to Juan Gabatan. To reiterate, to prove the inquiry is the contents of a document, no evidence shall
relationship of respondent's mother to Juan Gabatan, our be admissible other than the original document
laws dictate that the best evidence of such familial tie was itself. 36 Although the best evidence rule admits of
the record of birth appearing in the Civil Register, or an
8
exceptions and there are instances where the presentation As for the issue of laches, we are inclined to
of secondary evidence would be allowed, such as when likewise rule against respondent. According to
the original is lost or the original is a public record, the respondent's own testimony, 42 Juan Gabatan died
basis for the presentation of secondary evidence must still sometime in 1933 and thus, the cause of action of the
be established. Thus, in Department of Education Culture heirs of Juan Gabatan to recover the decedent's property
and Sports v. Del Rosario, 37 we held that a party must from third parties or to quiet title to their inheritance
first satisfactorily explain the loss of the best or primary accrued in 1933. Yet, respondent and/or her mother
evidence before he can resort to secondary evidence. A Hermogena, if they were truly the legal heirs of Juan
party must first present to the court proof of loss or other Gabatan, did not assert their rights as such. It is only in
satisfactory explanation for non-production of the original 1978 that respondent filed her first complaint to recover
instrument. the subject property, docketed as Civil Case No. 5840,
against Rita Gabatan, the widow of Teofilo
In the case at bar, a perusal of the transcript of
Gabatan. 43 However, that case was dismissed without
the testimony of Felicisima Nagac Pacana (who identified
prejudice for failure to prosecute. 44 Again, respondent
the photocopy of the Deed of Absolute Sale) plainly
waited until 1989 to refile her cause of action, i.e., the
shows that she gave no testimony regarding the
present case. 45 She claimed that she waited until the
whereabouts of the original, whether it was lost or
death of Rita Gabatan to refile her case out of respect
whether it was recorded in any public office.
because Rita was then already old. 46 cTECIA
There is an ostensible attempt to pass off Exhibit
We cannot accept respondent's flimsy reason. It
H as an admissible public document. For this, respondent
is precisely because Rita Gabatan and her contemporaries
relied on the stamped notation on the photocopy of the
(who might have personal knowledge of the matters
deed that it is a certified true xerox copy and said notation
litigated in this case) were advancing in age and might
was signed by a certain Honesto P. Velez, Sr., Assessment
soon expire that respondent should have exerted every
Officer, who seems to be an officer in the local assessor's
effort to preserve valuable evidence and speedily litigate
office. Regarding the authentication of public documents,
her claim. As we held in Republic of the Philippines v.
the Rules of Court 38 provide that the record of public
Agunoy: "Vigilantibus, sed non dormientibus, jura
documents, when admissible for any purpose, may be
subveniunt, the law aids the vigilant, not those who sleep
evidenced by an official publication thereof or by a copy
on their rights. . . [O]ne may not sleep on a right while
attested by the officer having legal custody of the record,
expecting to preserve it in its pristine purity." 47
or by his deputy. 39 The attestation of the certifying
officer must state, in substance, that the copy is a correct All in all, this Court finds that respondent
copy of the original, or a specific part thereof, as the case dismally failed to substantiate, with convincing, credible
may be. 40 cCAIES and independently verifiable proof, her assertion that she
is the sole heir of Juan Gabatan and thus, entitled to the
To begin with, no proof whatsoever was
property under litigation. Aggravating the weakness of
presented by respondent that an original of Exhibit H was
her evidence were the circumstances that (a) she did not
registered or exists in the records of the local assessor's
come to court with clean hands for she presented a
office. Furthermore, the stamped certification of Honesto
tampered/altered, if not outright spurious, copy of her
P. Velez is insufficient authentication of Exhibit H since
certificate of live birth and (b) she unreasonably delayed
Velez's certification did not state that Exhibit H was a true
the prosecution of her own cause of action. If the Court
copy from the original. Even worse, Velez was not
cannot now affirm her claim, respondent has her own self
presented as a witness to attest that Exhibit H was a true
to blame.
copy from the original. Indeed, it is highly doubtful that
Velez could have made such an attestation since the WHEREFORE, the petition is GRANTED. The
assessor's office is not the official repository of original Court of Appeals' Decision in CA-G.R. CV No. 52273,
notarized deeds of sale and could not have been the legal affirming the decision of the Regional Trial Court in Civil
custodian contemplated in the rules. Case No. 89-092, is hereby REVERSED and SET
ASIDE. The complaint and amended complaint in Civil
It is the notary public who is mandated by law to
Case No. 89-092 are DISMISSED for lack of merit.
keep an original of the Deed of Absolute Sale in his
notarial register and to forward the same to the proper SO ORDERED.
court. It is the notary public or the proper court that has
custody of his notarial register that could have produced ||| (Heirs of Gabatan v. Court of Appeals, G.R. No. 150206,
the original or a certified true copy thereof. Instead, the [March 13, 2009], 600 PHIL 112-136)
Deed of Absolute Sale was identified by Felicisima Nagac
Pacana who, despite appearing to be a signatory thereto, is
not a disinterested witness and as can be gleaned from her
testimony, she had no personal knowledge of the
preparation of the alleged certified true copy of the Deed
of Absolute Sale. She did not even know who secured a Notes
copy of Exhibit H from the assessor's office. 41 To be
sure, the roundabout and defective manner of Petition granted. After a meticulous review of the records of
authentication of Exhibit H renders it inadmissible for the this case, we find insufficient and questionable the basis of the
purpose it was offered, i.e., as proof that Teofilo Gabatan RTC in conferring upon respondent the status of sole heir of
acknowledged or admitted the status of Hermogena Juan Gabatan.
Gabatan as heir of Juan Gabatan.
Even if we are to overlook the lack of proper ON SPECIAL PROCEEDINGS
authentication of Exhibit H and consider the same
admissible, it still nonetheless would have only provided The respondent's main cause of action in the court a quo is the
proof that a certain Hermogena Gabatan was the heir of recovery of ownership and possession of property. It is
Juan Gabatan. Exhibit H does not show the filiation of undisputed that the subject property, Lot 3095 C-5, was owned
respondent to either Hermogena Gabatan or Juan by the deceased Juan Gabatan, during his lifetime. 12 Before
Gabatan. As discussed above, the only document that
us are two contending parties, both insisting to be the legal
respondent produced to demonstrate her filiation to
"Hermogena Gabatan" (respondent's Exhibit A) was heir(s) of the decedent.
successfully put in doubt by contrary evidence presented
by petitioners. Jurisprudence dictates that the determination of who are the
legal heirs of the deceased must be made in the proper special
proceedings in court, and not in an ordinary suit for recovery
9
of ownership and possession of property. This must take PHOTOCOPY OF DEED OF ABSOLUTE SALE
precedence over the action for recovery of possession and
ownership. The Court has consistently ruled that the trial court Mere photocopy and not being properly authenticated= best
cannot make a declaration of heirship in the civil action for the evidence obtainable rule: when the subject of inquiry is the
reason that such a declaration can only be made in a special contents of a document, no evidence shall be admissible other
proceeding. Under Section 3, Rule 1 of the 1997 Revised than the original document itself. Although the best evidence
Rules of Court, a civil action is defined as one by which a rule admits of exceptions and there are instances where the
party sues another for the enforcement or protection of a presentation of secondary evidence would be allowed, such as
right, or the prevention or redress of a wrong while a special when the original is lost or the original is a public record, the
proceeding is a remedy by which a party seeks to establish a basis for the presentation of secondary evidence must still be
status, a right, or a particular fact. It is then decisively clear established.
that the declaration of heirship can be made only in a special
Transcript of Felicisima Nagac Pacana (who identified the
proceeding inasmuch as the petitioners here are seeking the
photocopy of the Deed of Absolute Sale) plainly shows that
establishment of a status or right.
she gave no testimony regarding the whereabouts of the
In the present case, there appears to be only one parcel of land original, whether it was lost or whether it was recorded in any
being claimed by the contending parties as their inheritance public office.
from Juan Gabatan. It would be more practical to dispense
Regarding the authentication of public documents, the Rules
with a separate special proceeding for the determination of the
of Court provide that the record of public documents, when
status of respondent as the sole heir of Juan Gabatan, specially
admissible for any purpose, may be evidenced by an official
in light of the fact that the parties to Civil Case No. 89-092,
publication thereof or by a copy attested by the officer having
had voluntarily submitted the issue to the RTC and already
legal custody of the record, or by his deputy. To begin with,
presented their evidence regarding the issue of heirship in
no proof whatsoever was presented by respondent that an
these proceeding. Also the RTC assumed jurisdiction over the
original of Exhibit H was registered or exists in the records of
same and consequently rendered judgment thereon.
the local assessor's office.
Respondent's mother's (Hermogena's) birth certificate, which
LACHES
would have been the best evidence of Hermogena's
relationship to Juan Gabatan, was never offered as evidence at Juan Gabatan died sometime in 1933 and thus, the cause of
the RTC. Neither did respondent present any authentic action of the heirs of Juan Gabatan to recover the decedent's
document or final judgment categorically evidencing property from third parties or to quiet title to their inheritance
Hermogena's relationship to Juan Gabatan. accrued in 1933. Yet, respondent and/or her mother
Hermogena, if they were truly the legal heirs of Juan Gabatan,
CONFLICTING BIRTH CERTIFICATES AS
did not assert their rights as such. It is only in 1978 that
PREPONDERANT EVIDENCE
respondent filed her first complaint to recover the subject
1. Certified true copy of her typewritten birth certificate which property.
indicated that her mother's maiden name was "Hermogena
Clarito Gabatan".

2. Certified true copy of respondent's handwritten birth


certificate which differed from the copy presented by
respondent. Among the differences was respondent's mother's
full maiden name which was indicated as "Hermogena
Clarito" in the handwritten birth certificate

Even assuming purely for the sake of argument that the birth
certificate presented by respondent (Exhibit A) is a reliable
document, the same on its face is insufficient to prove
respondent's filiation to her alleged grandfather, Juan Gabatan.
All that Exhibit A, if it had been credible and authentic, would
have proven was that respondent's mother was a certain
"Hermogena Clarito Gabatan". It does not prove that same
"Hermogena Clarito Gabatan" is the daughter of Juan Gabatan.
Even the CA held that the conflicting certificates of live birth
of respondent submitted by the parties only proved the
filiation of respondent to Hermogena.

TESTIMONY OF WITNESSES

However, none of these witnesses had personal knowledge of


the fact of marriage of Juan to Laureana or the fact of birth of
Hermogena to Juan and Laureana. They were not yet born or
were very young when Juan supposedly married Laureana or
when Hermogena was born and they all admitted that none of
them were present at Juan and Laureana's wedding or
Hermogena's birth. These witnesses based their testimony on
what they had been told by, or heard from, others as young
children. Their testimonies were, in a word, hearsay.

10
ALAN JOSEPH SHEKER V. ESTATE OF ALICE o. The Court gave due course to the petition for
SHEKER, VICTOR S. MEDINA, GR 157912 review on certiorari although directly filed with this
Court, pursuant to Section 2 (c), Rule 41 of the Rules of
[G.R. No. 157912. December 13, 2007.] Court. 3
The petition is imbued with merit.
ALAN JOSEPH A.
SHEKER, petitioner, vs. ESTATE OF However, it must be emphasized that petitioner's
ALICE O. SHEKER, VICTORIA S. contention that rules in ordinary actions are only
MEDINA-Administratrix, respondent. supplementary to rules in special proceedings is not
entirely correct.
Section 2, Rule 72, Part II of the same Rules of
Court provides:
DECISION
Sec. 2. Applicability of rules of
Civil Actions. — In the absence of
special provisions, the rules provided for
AUSTRIA-MARTINEZ, J p: in ordinary actions shall be, as far as
practicable, applicable in special
This resolves the Petition for Review proceedings.
on Certiorari seeking the reversal of the Order 1 of the
Regional Trial Court of Iligan City, Branch 6 (RTC) dated Stated differently, special provisions under Part
January 15, 2003 and its Omnibus Order dated April 9, II of the Rules of Court govern special proceedings; but in
2003. the absence of special provisions, the rules provided for in
Part I of the Rules governing ordinary civil actions shall
The undisputed facts are as follows. be applicable to special proceedings, as far as practicable.
The RTC admitted to probate the holographic The word "practicable" is defined as: possible to
will of Alice O. Sheker and thereafter issued an order for practice or perform; capable of being put into practice,
all the creditors to file their respective claims against the done or accomplished. 4 This means that in the absence of
estate. In compliance therewith, petitioner filed on special provisions, rules in ordinary actions may be
October 7, 2002 a contingent claim for agent's applied in special proceedings as much as possible and
commission due him amounting to approximately where doing so would not pose an obstacle to said
P206,250.00 in the event of the sale of certain parcels of proceedings. Nowhere in the Rules of Court does it
land belonging to the estate, and the amount of categorically say that rules in ordinary actions are
P275,000.00, as reimbursement for expenses incurred inapplicable or merely suppletory to special proceedings.
and/or to be incurred by petitioner in the course of Provisions of the Rules of Court requiring a certification
negotiating the sale of said realties. of non-forum shopping for complaints and initiatory
The executrix of the Estate of Alice O. Sheker pleadings, a written explanation for non-personal service
(respondent) moved for the dismissal of said money claim and filing, and the payment of filing fees for money
against the estate on the grounds that (1) the requisite claims against an estate would not in any way obstruct
docket fee, as prescribed in Section 7 (a), Rule 141 of probate proceedings, thus, they are applicable to special
the Rules of Court, had not been paid; (2) petitioner failed proceedings such as the settlement of the estate of a
to attach a certification against non-forum shopping; and deceased person as in the present case.
(3) petitioner failed to attach a written explanation why Thus, the principal question in the present case
the money claim was not filed and served personally. is: did the RTC err in dismissing petitioner's contingent
On January 15, 2003, the RTC issued the money claim against respondent estate for failure of
assailed Order dismissing without prejudice the money petitioner to attach to his motion a certification against
claim based on the grounds advanced by respondent. non-forum shopping?
Petitioner's motion for reconsideration was denied per The Court rules in the affirmative.
Omnibus Order dated April 9, 2003.
The certification of non-forum shopping
Petitioner then filed the present petition for is required only for complaints and other initiatory
review on certiorari, raising the following questions: pleadings. The RTC erred in ruling that a contingent
(a) must a contingent claim filed money claim against the estate of a decedent is an
in the probate proceeding contain a initiatory pleading. In the present case, the whole
certification against non-forum shopping, probate proceeding was initiated upon the filing of the
failing which such claim should be petition for allowance of the decedent's will. Under
dismissed? Sections 1 and 5, Rule 86 of the Rules of Court, after
granting letters of testamentary or of administration, all
(b) must a contingent claim filed persons having money claims against the decedent are
against an estate in a probate proceeding mandated to file or notify the court and the estate
be dismissed for failing to pay the docket administrator of their respective money claims; otherwise,
fees at the time of its filing thereat? they would be barred, subject to certain exceptions. 5
(c) must a contingent claim filed Such being the case, a money claim against an
in a probate proceeding be dismissed estate is more akin to a motion for creditors' claims to be
because of its failure to contain a written recognized and taken into consideration in the proper
explanation on the service and filing by disposition of the properties of the estate. In Arquiza v.
registered mail? 2 Court of Appeals, 6 the Court explained thus:

Petitioner maintains that the RTC erred in strictly . . . The office of a motion is not
applying to a probate proceeding the rules requiring a to initiate new litigation, but to bring a
certification of non-forum shopping, a written explanation material but incidental matter arising
for non-personal filing, and the payment of docket fees in the progress of the case in which the
upon filing of the claim. He insists that Section 2, Rule 72 motion is filed. A motion is not an
of the Rules of Court provides that rules in ordinary independent right or remedy , but is
actions are applicable to special proceedings only in a confined to incidental matters in the
suppletory manner. CacTSI progress of a cause. It relates to some
question that is collateral to the main

11
object of the action and is connected We thus take this opportunity to
with and dependent upon the principal clarify that under Section 11, Rule 13 of
remedy. 7 (Emphasis supplied) aTcHIC the 1997 Rules of Civil Procedure,
personal service and filing is the general
A money claim is only an incidental matter in the main action rule, and resort to other modes of service
for the settlement of the decedent's estate; more so if the claim and filing, the exception.
is contingent since the claimant cannot even institute a Henceforth, whenever personal service or
separate action for a mere contingent claim. Hence, herein filing is practicable, in the light of the
petitioner's contingent money claim, not being an circumstances of time, place and person,
initiatory pleading, does not require a certification against personal service or filing is mandatory.
non-forum shopping. Only when personal service or filing is not
On the issue of filing fees, the Court ruled practicable may resort to other modes be
in Pascual v. Court of Appeals, 8 that the trial court has had, which must then be accompanied by
jurisdiction to act on a money claim (attorney's fees) a written explanation as to why personal
against an estate for services rendered by a lawyer to the service or filing was not practicable to
administratrix to assist her in fulfilling her duties to the begin with. In adjudging the plausibility
estate even without payment of separate docket fees of an explanation, a court shall likewise
because the filing fees shall constitute a lien on the consider the importance of the subject
judgment pursuant to Section 2, Rule 141 of the Rules of matter of the case or the issues involved
Court, or the trial court may order the payment of such therein, and the prima facie merit of the
filing fees within a reasonable time. 9 After all, the trial pleading sought to be expunged for
court had already assumed jurisdiction over the action for violation of Section 11. (Emphasis and
settlement of the estate. Clearly, therefore, non-payment italics supplied) ACDTcE
of filing fees for a money claim against the estate is not In Musa v. Amor, this Court, on
one of the grounds for dismissing a money claim against noting the impracticality of personal
the estate. service, exercised its discretion and
With regard to the requirement of a written liberally applied Section 11 of Rule 13:
explanation, Maceda v. De Guzman Vda. de
"As [Section 11, Rule
Macatangay 10 is squarely in point. Therein, the Court
13 of the Rules of Court]
held thus:
requires, service and filing of
In Solar Team Entertainment, pleadings must be done
Inc. v. Ricafort, this Court, passing upon personally whenever
Section 11 of Rule 13 of the Rules of practicable. The court notes that
Court, held that a court has the discretion in the present case, personal
to consider a pleading or paper as not filed service would not be
if said rule is not complied with. practicable. Considering the
distance between the Court of
Personal service and filing are Appeals and Donsol,
preferred for obvious reasons. Plainly, Sorsogon where the petition
such should expedite action or resolution was posted, clearly, service by
on a pleading, motion or other paper; and registered mail [sic] would have
conversely, minimize, if not eliminate, entailed considerable time,
delays likely to be incurred if service or effort and expense. A written
filing is done by mail, considering the explanation why service was not
inefficiency of the postal service. done personally might have
Likewise, personal service will do away been superfluous. In any case,
with the practice of some lawyers who, as the rule is so worded with
wanting to appear clever, resort to the the use of "may", signifying
following less than ethical practices: (1) permissiveness, a violation
serving or filing pleadings by mail to thereof gives the court
catch opposing counsel off-guard, thus discretion whether or not to
leaving the latter with little or no time to consider the paper as not filed.
prepare, for instance, responsive pleadings While it is true that procedural
or an opposition; or (2) upon receiving rules are necessary to secure an
notice from the post office that the orderly and speedy
registered mail containing the pleading of administration of justice, rigid
or other paper from the adverse party may application of Section 11, Rule
be claimed, unduly procrastinating before 13 may be relaxed in this case in
claiming the parcel, or, worse, not the interest of substantial
claiming it at all, thereby causing undue justice. (Emphasis and italics
delay in the disposition of such pleading supplied)
or other papers.
In the case at bar, the address of
If only to underscore the respondent's counsel is Lopez, Quezon,
mandatory nature of this innovation to our while petitioner Sonia's counsel's is
set of adjective rules requiring personal Lucena City. Lopez, Quezon is 83
service whenever practicable, Section 11 kilometers away from Lucena City. Such
of Rule 13 then gives the court distance makes personal service
the discretion to consider a pleading or impracticable. As in Musa v. Amor, a
paper as not filed if the other modes of written explanation why service was not
service or filing were not resorted to done personally "might have been
and no written explanation was made as superfluous."
to why personal service was not done in
the first place. The exercise of discretion As this Court held in Tan v.
must, necessarily consider the Court of Appeals, liberal construction of a
practicability of personal service, for rule of procedure has been allowed where,
Section 11 itself begins with the clause among other cases, "the injustice to the
"whenever practicable". adverse party is not commensurate with
12
the degree of his thoughtlessness in not (b) must a contingent claim filed against an estate in a probate
complying with the procedure proceeding be dismissed for failing to pay the docket fees at
prescribed." 11 (Emphasis supplied) the time of its filing thereat?
In the present case, petitioner holds office in
Salcedo Village, Makati City, while counsel for (c) must a contingent claim filed in a probate proceeding be
respondent and the RTC which rendered the assailed dismissed because of its failure to contain a written
orders are both in Iligan City. The lower court should explanation on the service and filing by registered mail?
have taken judicial notice of the great distance between
said cities and realized that it is indeed not practicable to A. YES.
serve and file the money claim personally. Thus,
following Medina v. Court of Appeals, 12 the failure of Clarification: However, it must be emphasized that petitioner's
petitioner to submit a written explanation why service has contention that rules in ordinary actions are only
not been done personally, may be considered as supplementary to rules in special proceedings is not entirely
superfluous and the RTC should have exercised its
correct.
discretion under Section 11, Rule 13, not to dismiss the
money claim of petitioner, in the interest of substantial
Section 2, Rule 72, Part II of the same Rules of
justice.
Court provides:
The ruling spirit of the probate law is the speedy
settlement of estates of deceased persons for the benefit of Sec. 2. Applicability of rules of Civil Actions. — In the
creditors and those entitled to residue by way of absence of special provisions, the rules provided for in
inheritance or legacy after the debts and expenses of
ordinary actions shall be, as far as practicable, applicable in
administration have been paid. 13 The ultimate purpose
for the rule on money claims was further explained special proceedings.
in Union Bank of the Phil. v. Santibañez, 14 thus:
Stated differently, special provisions under Part II of the Rules
The filing of a money claim of Court govern special proceedings; but in the absence of
against the decedent's estate in the probate special provisions, the rules provided for in Part I of the Rules
court is mandatory. As we held in the
vintage case of Py Eng Chong v. Herrera: governing ordinary civil actions shall be applicable to special
proceedings, as far as practicable.
. . . This requirement is for the
purpose of protecting the estate of the The word "practicable" is defined as: possible to practice or
deceased by informing the executor or perform; capable of being put into practice, done or
administrator of the claims against it, accomplished. 4 This means that in the absence of special
thus enabling him to examine each claim
provisions, rules in ordinary actions may be applied in special
and to determine whether it is a proper
one which should be allowed. The plain proceedings as much as possible and where doing so would
and obvious design of the rule is the not pose an obstacle to said proceedings. Nowhere in
speedy settlement of the affairs of the the Rules of Court does it categorically say that rules in
deceased and the early delivery of the ordinary actions are inapplicable or merely suppletory to
property to the distributees, legatees, or special proceedings. Provisions of the Rules of Court requiring
heirs. The law strictly requires the a certification of non-forum shopping for complaints and
prompt presentation and disposition of
initiatory pleadings, a written explanation for non-personal
the claims against the decedent's estate
in order to settle the affairs of the estate service and filing, and the payment of filing fees for money
as soon as possible, pay off its debts and claims against an estate would not in any way obstruct probate
distribute the residue. 15 (Emphasis proceedings, thus, they are applicable to special proceedings
supplied) DTcASE such as the settlement of the estate of a deceased person as in
The RTC should have relaxed and liberally construed the the present case.
procedural rule on the requirement of a written
explanation for non-personal service, again in the interest Thus, the principal question in the present case is: did the RTC
of substantial justice. err in dismissing petitioner's contingent money claim against
respondent estate for failure of petitioner to attach to his
WHEREFORE, the petition is GRANTED. The
Orders of the Regional Trial Court of Iligan City, Branch motion a certification against non-forum shopping?
6 dated January 15, 2003 and April 9, 2003, respectively,
are REVERSED and SET ASIDE. The Regional Trial The Court rules in the affirmative.
Court of Iligan City, Branch 6, is hereby DIRECTED to
give due course and take appropriate action on petitioner's The certification of non-forum shopping is required only for
money claim in accordance with Rule 82 of the Rules of complaints and other initiatory pleadings. The RTC erred in
Court. ruling that a contingent money claim against the estate of a
decedent is an initiatory pleading. In the present case, the
No pronouncement as to costs.
whole probate proceeding was initiated upon the filing of
SO ORDERED. the petition for allowance of the decedent's will. Under
||| (Sheker v. Sheker, G.R. No. 157912, [December 13, 2007], Sections 1 and 5, Rule 86 of the Rules of Court, after granting
564 PHIL 684-695) letters of testamentary or of administration, all persons having
money claims against the decedent are mandated to file or
NOTES notify the court and the estate administrator of their respective
money claims; otherwise, they would be barred, subject to
Petition granted. certain exceptions. 
Issues: (a) must a contingent claim filed in the probate Such being the case, a money claim against an estate is more
proceeding contain a certification against non-forum shopping, akin to a motion for creditors' claims to be recognized and
failing which such claim should be dismissed? taken into consideration in the proper disposition of the
properties of the estate.

13
The office of a motion is not to initiate new litigation, but to
bring a material but incidental matter arising in the progress of
the case in which the motion is filed. A motion is not an
independent right or remedy, but is confined to incidental
matters in the progress of a cause. It relates to some
question that is collateral to the main object of the action and
is connected with and dependent upon the principal remedy. 7
(Emphasis supplied) aTcHIC

A money claim is only an incidental matter in the main


action for the settlement of the decedent's estate; more so if
the claim is contingent since the claimant cannot even institute
a separate action for a mere contingent claim. Hence, herein
petitioner's contingent money claim, not being an initiatory
pleading, does not require a certification against non-forum
shopping.

B. No.

The trial court has jurisdiction to act on a money claim


(attorney's fees) against an estate for services rendered by a
lawyer to the administratrix to assist her in fulfilling her duties
to the estate even without payment of separate docket fees
because the filing fees shall constitute a lien on the judgment
pursuant to Section 2, Rule 141 of the Rules of Court, or the
trial court may order the payment of such filing fees within a
reasonable time. 9 After all, the trial court had already
assumed jurisdiction over the action for settlement of the
estate. Clearly, therefore, non-payment of filing fees for a
money claim against the estate is not one of the grounds for
dismissing a money claim against the estate.

C. No.

In the present case, petitioner holds office in Salcedo Village,


Makati City, while counsel for respondent and the RTC which
rendered the assailed orders are both in Iligan City. The lower
court should have taken judicial notice of the great distance
between said cities and realized that it is indeed not practicable
to serve and file the money claim personally. Thus,
following Medina v. Court of Appeals, 12 the failure of
petitioner to submit a written explanation why service has not
been done personally, may be considered as superfluous and
the RTC should have exercised its discretion under Section 11,
Rule 13, not to dismiss the money claim of petitioner, in the
interest of substantial justice.

14
RULE 74- SUMMARY SETTLEMENT OF ESTATES DECISION

1. UTULO V. PASION VDA. DE GARCIA, 66 PHIL


303
IMPERIAL, J p:
[G.R. No. 45904. September 30, 1938.]
This is an appeal taken by the oppositor from the
order of the Court of First Instance of the Province of
Intestate estate of the deceased Tarlac appointing the applicant as judicial administrator
Luz Garcia. PABLO of the property left by the deceased Luz Garcia.
G. UTULO, applicant-appellee, vs.
Juan Garcia Sanchez died intestate, and in the
LEONA PASION VIUDA DE GARCIA, 
proceedings instituted in the Court of First Instance of
oppositor-appellant.
Tarlac for the administration of his property (special
proceedings No. 3475), Leona Pasion Vda. de Garcia, the
surviving spouse and the herein oppositor, was appointed
Feliciano B. Gardiner, for appellant.
judicial administratrix. The said deceased left legitimate
Gerardo S. Limliñgan, for appellee. children, named Juan Garcia, jr., Patrocinio Garcia and
Luz Garcia who, with the widow, are the presumptive
forced heirs. Luz Garcia married the applicant Pablo
SYLLABUS G. Utulo and during the pendency of the administration
proceedings of the said deceased, she died in the said
province without any legitimate descendants, her only
1. EXECUTORS AND ADMINISTRATORS; forced heirs being her mother and her husband. The latter
JUDICIAL ADMINISTRATION OF ESTATE OF commenced in the same court the judicial administration
DECEASED PERSON; EXCEPTIONS. — Section 642 of the property of his deceased wife (special proceedings
of the Code of Civil Procedure provides in part that "if no NO. 4188), stating in his petition that her only heirs were
executor is named in the will, or if a person dies intestate, he himself and his mother-in-law, the oppositor, and that
administration shall be granted" etc. This provision the only property, left by the deceased consisted in the
enunciates the general rule that when a person dies share due her from the intestate of her father,
leaving property in the Philippines Islands, his property Juan Garcia Sanchez, and asking that he be named
should be judicially administered and the competent court administrator of the property of said deceased. The
should appoint a qualified administrator, in the order oppositor objected to the petition, opposing the judicial
established in the section, in case the deceased left no administration of the property of her daughter and the
will, or in case he had left one should he fail to name an appointment of the applicant as administrator. She alleged
executor therein. This rule, however, is subject to the that inasmuch as the said deceased left no indebtedness,
exceptions established by sections 596 and 597 of the there was no occasion for the said judicial administration;
same Code, as finally amended. According to the first, but she stated that should the court grant the
when all the heirs are of lawful age and there are no debts administration of the property, she should be appointed
due from the estate, they may agree in writing to partition the administratrix thereof inasmuch as she had a better
the property without instituting the judicial administration right than the applicant. After the required publications,
or applying for the appointment of an administrator. trial was had and the court, on August 28, 1936, finally
According to the second, if the property left does not issued the appealed order to which the oppositor excepted
exceed six thousand pesos,, the heirs may apply to the and thereafter filed the record on appeal which was
competent court, after the required publications, to certified and approved.
proceed with the summary partition and, after paying all
the known obligations, to partition all the property The oppositor-appellant assigns five errors
constituting the inheritance among themselves pursuant to allegedly committed by the trial court, but these assigned
law, without instituting the judicial administration and the errors raised only two questions for resolution, namely:
appointment of an administrator. whether upon the admitted facts the judicial
administration of the property left by the deceased
2. ID.; ID.; ID. — When a person dies without Luz Garcia lies, with the consequent appointment of an
leaving pending obligations to be paid, his heirs, whether administrator, and whether the appellant has a better right
of age or not, are not bound to submit the property to a to the said office than the appellee.
judicial administration, which is always long and costly,
or to apply for the appointment of an administrator by the 1. As to the first question, we have section 642
court. It has been uniformly held that in such case the of the Code of Civil Procedure providing in part that "if
judicial administration and the appointment of an no executor is named in the will, or if a person dies
administrator are superfluous and unnecessary intestate, administration shall be granted" etc. This
proceedings (Ilustre vs. Alaras Frondosa, 17 Phil., 321; provision enunciates the general rule that when a person
Malahacan vs. Ignacio, 19 Phil., 434; Bondad vs. dies leaving property in the Philippine Islands, his
Bondad, 34 Phil., 232; Baldemor vs. Malangyaon, 34 property should be judicially administered and the
Phil., 367; Fule vs. Fule, 46 Phil., 317). competent court should appoint a qualified administrator,
in the order established in the section, in case the
3. ID.; ID.; ID.; CASE AT BAR. — There is no deceased left no will, or in case he had left one should he
weight in the argument adduced by the appellee to the fail to name an executor therein. This rule, however, is
effect that his appointment as judicial administrator is subject to the exceptions established by sections 596 and
necessary so that he may have legal capacity to appear in 597 of the same Code, as finally amended. According to
the intestate of the deceased J. G. S. As he would appear the first, when all the heirs are of lawful age and there are
in the said intestate by the right of representation, it would no debts due from the estate, they may agree in writing to
suffice for him to allege in proof of his interest that he is a partition the property without instituting the judicial
usufructuary forced heir of his deceased wife who, in turn, administration or applying for the appointment of an
would be a forced heir and an interested and necessary administrator. According to the second, if the property left
party if she were living. In order to intervene in said does not exceed six thousand pesos, the heirs may apply
intestate and to take part in the distribution of the property to the competent court, after the required publications, to
it is not necessary that the administration of the property proceed with the summary partition and, after paying all
of his deceased wife be instituted — an administration the known obligations, to partition all the property
which will take up time and occasion inconveniences and constituting the inheritance among themselves pursuant to
unnecessary expenses. law, without instituting the judicial administration and the
appointment of an administrator.

15
Construing the scope of section 596, this court his estate and (b) that all of the heirs of
repeatedly held that when a person dies without leaving Saturnino Fule were of age.
pending obligations to be paid, his heirs, whether of age "In this jurisdiction and by virtue
or not, are not bound to submit the property to a judicial of the provisions of articles 657, 659 and
administration, which is always long and costly, or to 661 of the Civil Code, all of the property,
apply for the appointment of an administrator by the real and personal, of a deceased person
court. It has been uniformly held that in such case the who dies intestate, is transmitted
judicial administration and the appointment of an immediately to his heirs. (To Guioc-Co vs.
administrator are superfluous and unnecessary Del Rosario, 8 Phil., 546; Ilustre vs.
proceedings (Ilustre vs. Alaras Frondosa, 17 Phil., 321; Alaras Frondosa, 17 Phil., 321;
Malahacan vs. Ignacio, 19 Phil., 434; Bondad vs. Marin vs. Nacianceno, 19 Phil., 238;
Bondad, 32 Phil., 232; Baldemor vs. Malangyaon, 32 Malahacan vs. Ignacio, 19 Phil., 434;
Phil., 367; Fule vs. Fule, 46 Phil., 317). Nable Jose vs. Uson, 27 Phil., 73;
In enunciating the aforesaid doctrine, this court Bondad vs. Bondad, 34 Phil., 232;
relied on the provisions of articles 657, 659 and 661 of the Baldemor vs. Malangyaon, 34 Phil., 367.)
Civil Code under which the heirs succeed to all the "If then the property of the
property left by the deceased from the time of his death. deceased, who dies intestate, passes
In the case of Ilustre vs. Alaras Frondosa, supra, it was immediately to his heirs, as owners, and
said: there are no debts, what reason can there
"Under the provisions of the be for the appointment of a judicial
Civil Code (arts. 657 to 661), the rights to administrator to administer the estate for
the succession of a person are transmitted them and to deprive the real owners of
from the moment of his death; in other their possession to which they are
words, the heirs succeeded immediately to immediately entitled? In the case of
all of the property of the deceased Bondad vs. Bondad (34 Phil., 232), Chief
ancestor. The property belongs to the heirs Justice Cayetano Arrellano, discussing
as the moment of the death of the ancestor this question, said: 'Under the provisions
as completely as if the ancestor had of the Civil Code (articles 657 to 661), the
executed and delivered to them a deed for rights to the succession of a person are
the same before his death. In the absence transmitted from the moment of his death;
of debts existing against the estate, the in other words, the heirs succeed
heirs may enter upon the administration of immediately to all of the property of the
the said property immediately. If they deceased ancestor. The property belongs
desire to administer it jointly, they may do to the heirs at the moment of the death of
so. If they desire to partition it among the ancestor as completely as if the
themselves and can do this by mutual ancestor had executed and delivered to
agreement, they also have that privilege. them a deed for the same before his death.
The Code of Procedure in Civil Actions In the absence of debts existing against
provides how an estate may be divided by the estate, the heirs may enter upon the
a petition for partition in case they can not administration of the said property
mutually agree in the division. When there immediately. If they desire to administer it
are no debts existing against the estate, is jointly, they may do so. If they desire to
certainly no occasion for the intervention partition it among themselves and can do
of an administrator in the settlement and this by mutual agreement, they also have
partition of the estate among the heirs. that privilege. The Code of Procedure in
When the heirs are all of lawful age and Civil Actions provides how an estate may
there are no debts, there is no reason why be divided by a petition for partition in
the estate should be burdened with the case they cannot mutually agree in the
costs and expenses of an administrator. division.' (Sections 182-184, 196, and 596
The property belonging absolutely to the of Act No. 190.)
heirs, in the absence of existing debts "When the heirs are all of lawful
against the estate, the administrator has no age and there are no debts there is no
right to intervene in any way whatever in reason why the estate should be burdened
the division of the estate among the heirs. with the cost and expenses of an
They are coöwners of an undivided estate administrator. The administrator has no
and the law offers them a remedy for the right to intervene in any way whatsoever
division of the same among themselves. in the division of the estate among the
There is nothing in the present case to heirs when they are adults and when there
show that the heirs requested the are no debts against the estate. (Ilustre vs.
appointment of the administrator, or that Alaras Frondosa, supra; Bondad vs.
they intervened in any way whatever in Bondad, supra; Baldemor vs.
the present action. If there are any heirs of Malangyaon, supra.)
the estate who have not received their
participation, they have their remedy by "When there are no debts and the
petition for partition of the said estate." heirs are all adults, their relation to the
property left by their ancestor is the same
In the cases of Malahacan vs. Ignacio, supra, as that of any other coöwners or owners in
Bondad vs. Bondad, supra, and Baldemor vs. common, and they may recover their
Malangyaon, supra, the same doctrine was reiterated. and individual rights, the same as any other
in the case of Fule vs. Fule, supra, this court amplified coöwners of undivided party. (Succession
and ratified the same doctrine in the following language: of Story, 3 La Ann., 502; McIntyre vs.
"Upon the second question — Chappell, 4 Tex., 187; wood et. ux. Ford,
Did the court a quo commit an error in 29 Miss., 57.)
refusing to appoint an administrator for xxx xxx xxx
the estate of Saturnino Fule? — it may be
said (a) that it is admitted by all of the "The right of the heirs in cases
parties to the present action, that at the like the one we are discussing, also exists
time of his death no debts existed against in the division of personal as well as the
16
real property. If they cannot agree as to
the division, then a suit for partition of
such personal property among the heirs of
the deceased owner is maintainable where
the estate is not in debt, the heirs are all of
age, and there is no administration upon
the estate and no necessity thereof.
(Jordan vs. Jordan, 4 Tex. Civ. App. Rep.,
559.)
"It is difficult to conceive of any
one class or item of property susceptible
of being held in common which may not
be divided by the coöwners. It may be of
personal property as well as of real estate;
of several parcels as well as of a single
parcel, and of non-contiguous as well as
of adjacent tracts; or of part only of the
lands of the coöwners as well as of the
whole. (Pickering vs. Moore, 67 N. H.,
533; 31 L. R. A., 698; Pipes vs. Buckner,
51 Miss., 848; Tewksbury vs. Provizzo, 12
Cal., 20.)"
We conceive of no powerful reason which
counsels the abandonment of a doctrine so uniformly
applied. We are convinced that if the courts had followed
it in all cases to which it has application, their files would
no t have been replete with unnecessary administration
proceedings as they are now. There is no weight in the
argument adduced by the appellee to the effect that his
appointment as judicial administrator is necessary so that
he may have legal capacity to appear in the intestate of the
deceased Juan Garcia Sanchez. As he would appear in the
said intestate by the right of representation, it would
suffice for him to allege in proof of his interest that he is a
usufructuary forced heir of his deceased wife who, in turn,
would be a forced heir and an interested and necessary
party if she were living. In order to intervene in said
intestate and to take part in the distribution of the property
it is not necessary that the administration of the property
of his deceased wife be instituted — an administration
which will take up time and occasion inconveniences and
unnecessary expenses.
2. In view of the foregoing, there is no need to
determine which of the parties has preferential right to the
office of administrator.
The appealed order should be reversed, with the
costs of this instance to the applicant-appellee. So
ordered.
||| (Utulo v. Vda. de Garcia, G.R. No. 45904, [September 30,
1938], 66 PHIL 302-310)

17
On May 3, 2011, the RTC denied Dujali's motion
to dismiss. It agreed with Buot that the issues raised by
2. JESUSA DUJALI BUOT V. ROQUE RASAY Dujali are evidentiary matters that should be addressed
DUJALI, GR 199885, 10/2/17 during trial. 14
Dujali filed a motion for reconsideration. 15 He
[G.R. No. 199885. October 2, 2017.] argued that under the Rules of Court and prevailing
jurisprudence, a party's lack of legal capacity to sue
JESUSA DUJALI should be raised in a motion to dismiss. Further, he took
BUOT, petitioner, vs. ROQUE RASAY issue with the existence of the Amended Extrajudicial
DUJALI, respondent. Settlement. According to him, when an estate has no
debts, recourse to administration proceedings is allowed
only when there are good and compelling reasons. Where
an action for partition (whether in or out of court) is
DECISION possible, the estate should not be burdened with an
administration proceeding.
The RTC, in its Order dated September 19, 2011,
JARDELEZA, J p: granted Dujali's motion for reconsideration. It held that
under the law, there are only two exceptions to the
This is a petition for review on certiorari 1 under requirement that the settlement of a deceased's estate
Rule 45 of the Rules of Court. Petitioner Jesusa Dujali should be judicially administered — extrajudicial
Buot (Buot) challenged the Orders of Branch 34 of the settlement and summary settlement of an estate of small
Regional Trial Court (RTC), Panabo City, dated value. 16 According to the RTC, in the case of Buot's
September 19, 2011 2 and December 8, petition, administration has been barred by the fact that
2011, 3 dismissing her petition and denying her Gregorio's estate has already been settled extrajudicially
subsequent motion for reconsideration, respectively. as evidenced by the Amended Extrajudicial Settlement. It
also noted that Gregorio had no creditors since Buot failed
Buot filed before the RTC a petition 4 for letters to allege it in her petition. 17 Since recourse to judicial
of administration of the estate of deceased Gregorio administration of an estate that has no debt is allowed
Dujali (Gregorio). In her petition, Buot alleged that she only when there are good reasons for not resorting to
was a surviving heir, along with Roque Dujali, Constancia extrajudicial settlement or action for partition, the RTC
Dujali-Tiongson, Concepcion Dujali-Satiembre, Marilou dismissed Buot's petition. Buot filed a motion for
Sales-Dujali, Marietonete Dujali, Georgeton Dujali, Jr. reconsideration which the RTC denied in its Order dated
and Geomar Dujali, of Gregorio who died December 8, 2011. According to the RTC, not only was
intestate. 5 Buot annexed 6 to her petition a list of Buot's motion a second motion for reconsideration
Gregorio's properties that are allegedly publicly known. prohibited under the Rules, there was also no sufficient
She claimed that since Gregorio's death, there had been no reason to reverse its earlier dismissal of the petition. 18
effort to settle his estate. Roque Dujali (Dujali)
purportedly continued to manage and control the Buot filed this petition for review
properties to the exclusion of all the other heirs. Buot on certiorari under Rule 45 of the Rules of
further alleged that Dujali for no justifiable reason denied Court challenging the RTC's Orders on pure questions of
her request to settle the estate. 7 Thus, Buot asked that: law. In her petition, Buot argues that her motion for
(1) an administrator be appointed to preserve Gregorio's reconsideration is not a prohibited second motion for
estate; (2) a final inventory of the properties be made; (3) reconsideration. Section 2 of Rule 52 of the Rules of
the heirs be established; and (4) the net estate be ordered Court states that a prohibited second motion for
distributed in accordance with law among the legal reconsideration is one filed by the same party. In this
heirs. 8 case, Buot's motion for reconsideration was her first, since
the motion for reconsideration subject of the Order dated
Dujali filed an opposition with motion to September 19, 2011 was filed by Dujali. She also argued
dismiss, 9 arguing that Buot had no legal capacity to that the Amended Extrajudicial Settlement did not cover
institute the proceedings. He asserted that despite Buot's all of Gregorio's properties. 19
claim that she was Gregorio's child with his first wife
Sitjar Escalona, she failed to attach any document, such as Further, Buot maintains that heirs are not
a certificate of live birth or a marriage certificate, to prove precluded from instituting a petition for administration if
her filiation. Dujali, on the other hand, attached a they do not, for good reason, wish to pursue an ordinary
certificate of marriage between Gregorio and his mother action for partition. In her case, she claims that there are
Yolanda Rasay. This certificate also indicated that good reasons justifying her recourse to administration
Gregorio had never been previously married to a certain proceedings: (1) the Amended Extrajudicial Settlement
Sitjar Escalona. Thus, as Buot failed to prove that she is did not cover the entire estate; (2) there has been no effort
an heir, Dujali prayed that her petition be dismissed to partition the property; (3) Dujali seeks to challenge
outright. Buot's status as an heir; (4) other heirs have been deprived
of the properties of the estate; and (5) other heirs,
Buot filed her comment 10 to Dujali's opposition particularly Constancia Dujali and Marilou Dujali, have
with motion to dismiss. She argued that under the Rules already manifested that they are amenable to the
of Court, only ultimate facts should be included in an appointment of an administrator. 20
initiatory pleading. The marriage certificate and certificate
of live birth which Dujali demands are evidentiary matters In his comment, 21 Dujali argues that Buot is not
that ought to be tackled during trial. Nevertheless, to an interested person allowed to file a petition for
answer Dujali's allegations, Buot attached to her comment administration of the estate. While she claims to be
a copy of the necrological services program 11 where she Gregorio's heir, public documents, such as Buot's
was listed as one of Gregorio's heirs, a certificate of live birth and the certificate of marriage
certification 12 from the municipal mayor that she is between Gregorio and Yolanda Rasay, reveal otherwise.
Gregorio's child, and a copy of the Amended Extrajudicial Dujali also attached to his comment certain documents
Settlement 13 dated July 4, 2001 which includes both that appear to show that there has been an extrajudicial
Buot and Dujali as Gregorio's heirs. Notably, this settlement of some of the properties of the estate and that
Amended Extrajudicial Settlement pertained to parcels of Buot has already received her share from the proceeds of
land not included in the list of properties annexed in the sale of these properties by the true heirs. 22 Further,
Buot's petition. he explains that Buot was only allowed to participate in
the Amended Extrajudicial Settlement by Gregorio's
legitimate heirs out of humanitarian considerations, not
18
because she is a true heir. All these, Dujali argues, clearly securing letters of administration, divide
indicate that there is no good and compelling reason to the estate among themselves as they see
grant Buot's petition for administration. 23 fit by means of a public instrument filed
in the office of the register of deeds, and
In her reply, 24 Buot contends that the issue of
should they disagree, they may do so in
whether she is a person interested in the estate is a matter
an ordinary action of partition. If there
that should be raised during the trial by the RTC of her
is only one heir, he may adjudicate to
petition for administration.
himself the entire estate by means of an
We deny the petition. affidavit filed in the office of the
register of deeds. The parties to an
First, we must emphasize that this is a petition
extrajudicial settlement, whether by
for review on certiorari under Rule 45 of the Rules of
public instrument or by stipulation in a
Court. This recourse to the Court covers only a review of
pending action for partition, or the sole
questions of law. In this case, the question of law
heir who adjudicates the entire estate to
presented before us is whether the RTC properly
himself by means of an affidavit shall
dismissed the petition for administration on the ground
file, simultaneously with and as a
that there has already been an extrajudicial settlement of
condition precedent to the filing of the
certain properties of the estate. An additional question of
public instrument, or stipulation in the
procedure raised here is whether the RTC was correct in
action for partition, or of the affidavit in
holding that Buot's motion for reconsideration should be
the office of the register of deeds, a
denied as it is a prohibited second motion for
bond with the said register of deeds, in
reconsideration.
an amount equivalent to the value of the
All other issues raised in the pleadings before us personal property involved as certified
are questions of fact that we cannot resolve at this time. to under oath by the parties concerned
As we shall shortly explain in this Decision, these and conditioned upon the payment of
questions of fact ought to be resolved by a trial court in any just claim that may be filed under
the appropriate proceeding. Section 4 of this rule. It shall be
presumed that the decedent left no debts
We will first rule on the procedural issue raised if no creditor files a petition for letters
in the petition. In its Order dated September 19, 2011, the of administration within two (2) years
RTC held that Buot's motion for reconsideration is a after the death of the decedent.
second motion for reconsideration prohibited under
the Rules of Court. Thus, the motion was denied. We The fact of the extrajudicial
reviewed the motions filed by the parties before the RTC settlement or administration shall be
and rule that the RTC erred in its finding. published in a newspaper of general
circulation in the manner provided in
When Buot filed her petition for administration, the next succeeding section; but no
Dujali filed an opposition with a motion to dismiss. When extrajudicial settlement shall be binding
the RTC denied his motion to dismiss, Dujali filed a upon any person who has not
motion for reconsideration. This led to the RTC's issuance participated therein or had no notice
of the Order of September 19, 2011 granting Dujali's thereof.
motion for reconsideration and holding that Buot's
petition for administration should be dismissed. It was According to this provision, when the deceased
only at this point that Buot filed, for the first time, a left no will and no debts and the heirs are all of age, the
motion seeking for reconsideration of the Order which heirs may divide the estate among themselves without
declared the dismissal of her petition for administration. judicial administration. The heirs may do so
Clearly, this is not the motion for reconsideration extrajudicially through a public instrument filed in the
contemplated in Section 2 of Rule 52 of the Rules of office of the Register of Deeds. In case of disagreement,
Court which states: they also have the option to file an action for partition.
Sec. 2. Second motion for Section 1 of Rule 74, however, does not prevent
reconsideration. — No second motion the heirs from instituting administration proceedings if
for reconsideration of a judgment or they have good reasons for choosing not to file an action
final resolution by the same party shall for partition. In Rodriguez, et al. v. Tan, etc. and
be entertained. Rodriguez, 26 we said:
Section 2 of Rule 52 is clear and leaves no room [S]ection 1 [of Rule 74] does not
for interpretation. What it prohibits is a second motion for preclude the heirs from instituting
reconsideration filed by the same party involving administration proceedings, even if the
the same judgment or final resolution. In the present case, estate has no debts or obligation, if they
Buot's motion for reconsideration was only her first do not desire to resort for good reasons
motion challenging the Order dismissing her petition for to an ordinary action of partition. While
administration of Gregorio's estate. The RTC clearly erred section 1 allows the heirs to divide the
in denying her motion on the ground that it is a second estate among themselves as they may
motion for reconsideration prohibited under the Rules. see fit, or to resort to an ordinary action
of partition, it does not compel them to
Nevertheless, we rule that the RTC properly do so if they have good reasons to take
ordered the dismissal of Buot's petition for administration. a different course of action. Said section
When a person dies intestate, his or her estate is not mandatory or compulsory as may
may generally be subject to judicial administration be gleaned from the use made therein of
proceedings. 25 There are, however, several exceptions. the word may. If the intention were
One such exception is provided for in Section 1 of Rule otherwise the framer of the rule would
74 of the Rules of Court. This Section states: have employed the word shall as was
done in other provisions that are
Sec. 1. Extrajudicial settlement mandatory in character. x x x 27 (Italics
by agreement between heirs. — If the in the original.)
decedent left no will and no debts and
the heirs are all of age, or the minors are Since such proceedings are always "long,"
represented by their judicial or legal "costly," "superfluous and unnecessary," 28 resort to
representatives duly authorized for the judicial administration of cases falling under Section 1,
purpose, the parties may, without Rule 74 appears to have become the exception rather than
19
the rule. Cases subsequent to Rodriguez emphasized that challenges her status as an heir; (3) that other heirs have
"[w]here partition is possible, either in or out of court, the been deprived of the estate; and (4) these heirs are
estate should not be burdened with an administration amenable to the appointment of an administrator, we find
proceeding without good and compelling reasons." 29 that none of these allegations actually prevent the filing of
an ordinary action for partition. In fact, if it is indeed true
In Pereira v. Court of Appeals, 30 we had the
that there has been no effort to partition Gregorio's entire
opportunity to explain what the "good reason exception"
estate, the filing of an action for partition before the
means. What constitutes good reason depends on the
proper court will leave his heirs with no choice but to
circumstances of each case. We said:
proceed. An action for partition is also the proper venue to
"Again the petitioner argues ascertain Buot's entitlement to participate in the
that 'only when the heirs do not have proceedings as an heir. 33 Not only would it allow for the
any dispute as to the bulk of the full ventilation of the issues as to the properties that ought
hereditary estate but only in the manner to be included in the partition and the true heirs entitled to
of partition does section 1, Rule 74 of receive their portions of the estate, it is also the
the Rules of Court apply and that in this appropriate forum to litigate questions of fact that may be
case the parties are at loggerheads as to necessary to ascertain if partition is proper and who may
the corpus of the hereditary estate participate in the proceedings.
because respondents succeeded in
WHEREFORE, this petition for review
sequestering some assets of the
on certiorari is DENIED. The Orders of Branch 34 of the
intestate. The argument is
Regional Trial Court, Panabo City, dated September 19,
unconvincing, because, as the
2011 and December 8, 2011 are AFFIRMED insofar as
respondent judge has indicated,
they ordered the dismissal of the petition for letters of
questions as to what property belonged
administration.
to the deceased (and therefore to the
heirs) may properly be ventilated in the SO ORDERED.
partition proceedings, especially where
||| (Buot v. Dujali, G.R. No. 199885, [October 2, 2017], 819
such property is in the hands of one
heir." PHIL 74-85)

In another case, We held that if


the reason for seeking an appointment
as administrator is merely to avoid a
multiplicity of suits since the heir
seeking such appointment wants to ask
for the annulment of certain transfers of
property, that same objective could be
achieved in an action for partition and
the trial court is not justified in issuing
letters of administration. In still another
case, We did not find so powerful a
reason the argument that the
appointment of the husband, a
usufructuary forced heir of his deceased
wife, as judicial administrator is
necessary in order for him to have legal
capacity to appear in the intestate
proceedings of his wife's deceased
mother, since he may just adduce proof
of his being a forced heir in 2 intestate
proceedings of the latter. 31 (Citations
omitted.)
Thus, in Pereira, we refused to allow
administration proceedings where the only reason why the
appointment of an administrator was sought so that one
heir can take possession of the estate from the other heir.
We held that this was not a compelling reason to order
judicial administration. We added that in cases like this,
"the claims of both parties as to the properties left by the
deceased may be properly ventilated in simple partition
proceedings where the creditors, should there be any, are
protected in any event." 32
We have reviewed the reasons which Buot
proffers to warrant the grant of her petition for letters of
administration and rule that these do not suffice to warrant
the submission of Gregorio's estate to administration
proceedings. That the extrajudicial settlement in this case
did not cover Gregorio's entire estate is, by no means, a
sufficient reason to order the administration of the estate.
Whether the extrajudicial settlement did in fact cover the
entire estate and whether an extrajudicial settlement that
does not cover the entire estate may be considered valid
do not automatically create a compelling reason to order
the administration of the estate. Parties seeking to
challenge an extrajudicial settlement of estate possess
sufficient remedies under the law and procedural rules.
As to Buot's other allegations that: (1) there has
been no effort to partition the estate; (2) that Dujali

20
co-owners of the subject property by virtue of their
successional rights as heirs of Jayme.
3. HRS. ERNESTO MORALES V. ASTRID
For clarity of the discussion, the heirs of Jayme
MORALES AGUSTIN, ET. AL., GR 224849, 6/18/18 and his wife, Telesfora Garzon, who both died intestate,
were their four (4) children:
[G.R. No. 224849. June 6, 2018.]
1. Vicente Morales, who was survived by his
children: (a) herein deceased defendant
HEIRS OF ERNESTO MORALES, Ernesto Morales (substituted by his
namely: ROSARIO M. DANGSALAN, heirs who are now petitioners herein);
EVELYN M. SANGALANG, NENITA (b) Abraham Morales (also deceased);
M. SALES, ERNESTO JOSE (c) former plaintiff and, eventually,
MORALES, JR.,RAYMOND defendant Lydia Morales (now also
MORALES, and MELANIE deceased);and (d) original defendant
MORALES,petitioners, vs. ASTRID Angelita Ragasa;
MORALES AGUSTIN, represented by
her Attorney-in-fact, EDGARDO 2. Simeon Morales, who was survived by his
TORRES,respondent. children: (a) herein respondent Astrid
Morales Agustin; (b) Leonides Morales;
(c) Geraldine Morales-Gaspar; and (d)
Odessa Morales;
DECISION
3. Jose Morales, who was survived by his
children: (a) Victoria Geron; (b)
Vicente Morales; (c) Gloria Villasenor;
REYES, JR., J p: (d) Amalia Alejo; (e) Juliet Manuel; (f)
Rommel Morales; and (g) Virgilio
While the Court could not hold the bonds of Morales (now deceased);
familial relationships together through force, it could 4. Martina Morales-Enriquez, who was survived
hope to deter any further degradation of this sacred tie by her children: (a) Evelina Lopez; (b)
through law. Emeterio Enriquez; (c) Elizabeth
Somera; and (d) Bernardita Alojipan. 7

The Case In response to the respondent's complaint, the


heirs of Jose Morales filed an answer, which admitted the
allegations in the complaint, and interposed no objection
Challenged before the Court via this Petition for to the partition, "provided that their present positions on
Review on Certiorari under Rule 45 of the Rules of the subject property are respected." 8
Court is the Decision 1 of the Court of Appeals (CA) in
CA-G.R. CV No. 101991, promulgated on August 13, On the other hand, Ernesto Morales, as one of
2015, which affirmed the Decision 2 of the Regional Trial the heirs of Vicente Morales, filed an Answer with
Court (RTC),Branch 12 of Laoag City, in Civil Case No. Motion to Dismiss and Compulsory Counter-claims. He
14438-12, dated November 22, 2013. Likewise alleged that herein respondent has no cause of action
challenged is the subsequent Resolution 3 of the CA against the petitioners because: (1) the proper remedy
promulgated on April 21, 2016, which upheld the earlier should not be a complaint for partition but an action for
decision. the settlement of the intestate estate of Jayme and his
wife; and (2) herein respondent has no more right of
participation over the subject property because the same
The Facts has long been conveyed to Ernesto Morales (as
substituted by herein petitioners) by the respondent's
parents, Simeon and Leonila Morales. 9
The respondent, Astrid Morales Agustin, is a
grandchild of Jayme Morales (Jayme),who was the Meanwhile, per the Order of the RTC dated
April 22, 2009, summons to the heirs of Martina Morales-
registered owner of a parcel of land with improvements,
designated as Lot No. 9217-A, and located at Barangay Enriquez, who were at that time residing abroad, were
allowed to be served personally. 10 They were
Sto. Tomas, Laoag City. 4 The subject property is covered
by Transfer Certificate of Title (TCT) No. T-37139, more subsequently declared to be in default. 11 In response, one
of Martina Morales-Enriquez's heirs, Emeterio Enriquez,
particularly described as follows:
filed a Motion to Dismiss and alleged that the RTC did
A parcel of land (Lot 9217-A, not acquire jurisdiction over his person because he was
Psd-01-062563, being a portion of Lot not furnished with a copy of the Amended Complaint. 12
9217, Cad. 195, Laoag Cadastre, L.R.C.
In the hearing dated February 8, 2012, the RTC
Rec. No. 1212),situated at Brgy. Sto.
Tomas, City of Laoag, Prov. of Ilocos heard the testimony of the respondent. There being no
other witnesses to be presented, the respondent
Norte, Island of Luzon. Bounded on the
SE.,along line 1-2 by A.M. Regidor St. manifested that she was ready to submit her formal offer
of exhibits. 13
(8.00 m.w.);on the SW.,along line 2-3
by Provincial Road (15.00 m.w.);on the After a protracted hearing on motions and other
NW.,along line 3-4 by Lot 9217-B of incidents of the case, the RTC rendered its decision on
the subd. plan; on the NE.,along line 4-1 November 22, 2013 via a summary judgment in favor of
by Lot 9218, Cad. 195, Laoag Cadastre. herein respondent, the dispositive portion of which reads:
Beginning at a point marked "1" of Lot
9217-A on plan, being N. 51 deg. 18' WHEREFORE, IN VIEW OF
E.,154.84 m. from BLIM No. 2, Cad. ALL THE FOREGOING
195, Laoag Cadastre. 5 DISQUISITIONS, the Court finds
preponderance of evidence in favor of
The respondent initiated the instant complaint, the plaintiffs and judgment is hereby
originally together with Lydia Morales, 6 another one of rendered:
Jayme's grandchildren and the respondent's cousin, for the
partition of Jayme's property. They alleged that they, (1) Decreeing the partition of
together with the petitioners and their other cousins, were Lot No. 9217-A above-stated in the
21
following mannfer (sic) and proportion WHEREFORE, the instant
of one-fourth (1/4) share each appeal is DISMISSED. The Decision of
each (sic) of the direct heirs of the late the Regional Trial Court, Branch 12,
spouses Jayme Morales and Telesfora Laoag City dated November 22, 2013 is
Garzon, namely: (1) Vicente Morales, AFFIRMED.
who was succeeded by right of
Despite the petitioners' motion for
representation by his children Ernesto
reconsideration, the CA affirmed its decision via a
Morales (duly substituted by his
Resolution dated April 21, 2016. 21
heirs),Abraham Morales, Angelina
Ragasa and Lydia Morales; (2) Simeon Hence, this petition.
Morales, who was succeeded by right of
representation by his children Odessa A.
Morales, Geraldine Morales Gaspar, The Issues
Leonides A. Morales and Astrid A.
Morales-Agustin; (3) Jose Morales who
was succeeded by right of The petitioners anchor their prayer for the
representation by his children, Ronnel reversal of the CA decision and resolution based on the
Morales, Morales, (sic) Victoria following grounds:
Morales, Vicente Morales, Manuel (1) THE [CA] SERIOUSLY ERRED IN NOT
Morales, Gloria Morales, Virgilio FINDING THAT THE
Morales, Amelia Morales and Juliet PROCEEDINGS IN THE TRIAL
Morales; (4) Martina Morales, who was COURT WERE VOID
succeeded by right of representation by CONSIDERING THAT NOT ALL
her children, Emeterio Morales- THE DEFENDANTS WHO ARE
Enriquez, Evelina Morales Enriquez- INDISPENSABLE PARTIES WERE
Lopez, Elizabeth Morales Enriquez- EVER SERVED WITH SUMMONS IN
Somera and Bernardita Morales VIOLATION OF DUE PROCESS.
Enriquez-Alojipan;
(2) THE [CA] MANIFESTLY ERRED IN
(2) Adjudicating in favor of the FAILING TO CONSIDER THE
above-named heirs by right NECESSITY OF HAVING THE
representation (sic) their respective one- ESTATE OF THE PARTIES'
fourth (1/4) share each of the group of INTESTATE PREDECESSORS
heirs by right of representation over the (i.e.,SPOUSES JAYME AND
above-stated Lot No. 9217-A; and TELESFORA MORALES) BE
(3) Ordering the parties to DETERMINED AND SETTLED
submit their common project of FIRST BEFORE THE
partition of the subject lot with utmost DISTRIBUTION AND/OR
dispatch for approval by the Court; PARTITION OF ANY OF THE
PROPERTIES WHICH FORM PART
(4) To pay the cost of the suit. OF SAID ESTATE.
SO ORDERED. 14 (3) THE [CA] MOST UTTERLY ERRED IN
The RTC ruled that: (1) the estate of a deceased UPHOLDING THE SUMMARY
who died intestate may be partitioned without need of any JUDGMENT OF THE TRIAL COURT
settlement or administration proceeding; 15 and (2) the ALTHOUGH IT WAS
RTC properly and lawfully rendered summary judgment UNDISPUTABLY RENDERED
despite the absence of any motion from any of the parties WITHOUT ANY PRIOR MOTION
praying for the application of the rules thereon. 16 AND HEARING THEREFOR, AND
IN THE FACE OF PENDING
Aggrieved, the petitioners elevated the case to INCIDENTS WHICH INCLUDE THE:
the CA, which thereafter dismissed the appeal and (a) MOTION TO DISMISS OF
affirmed the RTC Decision on August 13, 2015. DEFENDANT EMITERIO
The CA opined that the settlement of the entire ENRIQUEZ ON THE GROUND OF
estate of the late spouses Jayme and Telesfora is "of no LACK OF JURISDICTION OVER HIS
moment in the instant case of partition" 17 because the PERSON ROOTED ON THE LACK
respondent was "asserting her right as a co-owner of the OF SUMMONS SERVED UPON HIM,
subject property by virtue of her successional right from (b) THE NON-SERVICE OF
her deceased father Simeon Morales, who was once a co- SUMMONS TO DEFENDANT
owner of the said property, and not from Jayme and ANGELITA RAGASA, AND (c) THE
Telesfora Morales." 18 MOTION TO WITHDRAW AS
COUNSEL FOR THE PLAINTIFF
Further, the CA ruled that an action for partition (HEREIN RESPONDENT).22
under Rule 69 of the Rules of Court is an action quasi in
rem,and thus, "jurisdiction over the impleaded In essence, the Court is called upon to rule on the
defendants-heirs is not required since the trial court has following issues: (1) whether or not the partition of the
jurisdiction over the res or the subject property which is subject property is proper despite the absence of the
the subject matter of the action for partition." 19 settlement of the estate of the deceased registered owner
thereof; (2) whether or not the RTC could motu
Finally, the CA ruled that summary judgment in proprio apply the rule on Summary Judgment; and (3)
this case is proper despite the absence of any motion from whether or not the RTC could validly render a decision
any of the parties. In support hereto, the CA ratiocinated even in the absence of proof of proper service of
that the parties prayed for resolution of all "pending summons to some of the real parties in interest in a
motions/incidents" during the hearing on September 18, quasi in rem proceeding.
2013, and acceded to the RTC pronouncement therein that
its resolution "shall be considered as a decision in the said
case for partition." 20 The Court's Ruling
The fallo of the CA decision reads:

22
After a careful perusal of the arguments June 27, 2009 a copy each of the
presented and the evidence submitted, the Court finds Summons and of the Complaint as per
partial merit in the petition. verified Affidavit of Service of one
George Pierce and defendant Evelina
First, on the Procedural Issue of Improper
Lopez received in Trenton, Michigan on
Service of Summons
July 4, 2009 a copy each of Summons
The petitioners question the acquisition by the and Complaint as per verified Affidavit
RTC of the jurisdiction to decide on the instant case. After of Service issued by Herb
a judicious study of the relevant factual antecedents, the Alexander. 32
Court rules against the petitioner and in favor of the
None of the petitioners' submissions are
findings of the RTC and the CA.
sufficient to justify the Court's deviation from these
The partition of real estate is an action quasi in factual findings by the CA, which affirmed the
rem.23 Jurisprudence is replete with pronouncements that, jurisdiction of the RTC. By necessary implication,
for the court to acquire jurisdiction in actions quasi in therefore, the Court must perforce rule against the
rem,it is necessary only that it has jurisdiction over petitioners on this ground.
the res.In the case of Macasaet vs. Co, Jr.,24 the Court
Second, on the Issue of Summary Judgment
stated that "[j]urisdiction over the defendant in an
action in rem or quasi in rem is not required, and the court A summary judgment in this jurisdiction is
acquires jurisdiction over an action as long as it acquires allowed by Rule 35 of the Rules of Court. 33 According
jurisdiction over the res that is the subject matter of the to the case of Wood Technology Corporation, et al. vs.
action." 25 Equitable Banking Corporation,34 it is a procedure aimed
at weeding out sham claims or defenses at an early stage
In the case of De Pedro v. Romasan
of the litigation. It is granted to settle expeditiously a case
Development Corporation, n 26 the Court clarified that
if, on motion of either party, there appears from the
while this is so, "to satisfy the requirements of due
pleadings, depositions, admissions, and affidavits that no
process, jurisdiction over the parties in in rem and quasi in
important issues of fact are involved, except the amount
rem actions is required." 27 Thus, regardless of the nature
of damages. 35 Thus, said the Court in the case of Viajar
of the action, proper service of summons is imperative
vs. Judge Estenzo,36 as cited in Cadirao, etc., et al. vs.
and that a decision rendered without proper service of
Hon. Estenzo, etc., et al.: n 37
summons suffers a defect in jurisdiction. 28
Relief by summary judgment
According to De Pedro,the court may acquire
is intended to expedite or promptly
jurisdiction over the thing by actually or constructively
dispose of cases where the facts
seizing or placing it under the court's custody. 29 In the
appear undisputed and certain from
landmark case of El Banco Español Filipino vs.
the pleadings, depositions, admissions
Palanca,30 the Court has already ruled that:
and affidavits.But if there be a doubt as
Jurisdiction over the property to such facts and there be an issue or
which is the subject of the litigation issues of fact joined by the parties,
may result either from a seizure of the neither one of them can pray for a
property under legal process, whereby it summary judgment. Where the facts
is brought into the actual custody of the pleaded by the parties are disputed or
law, or it may result from the contested, proceedings for a summary
institution of legal proceedings judgment cannot take the place of a
wherein, under special provisions of trial. 38 (Emphasis and underscoring
law, the power of the court over the supplied)
property is recognized and made
A reading of the foregoing would reveal that, in
effective.(Emphasis supplied)
the application of the rules on summary judgments, the
In this case, the filing of the complaint before the proper inquiry would be whether the affirmative defenses
RTC which sought to partition the subject property offered by herein petitioners before the trial court
effectively placed the latter under the power of the court. constitute genuine issues of fact requiring a full-blown
On this front, none of the parties challenged the RTC's trial. 39 In other words, the crucial question is: are the
jurisdiction. issues raised by petitioners not genuine so as to justify a
summary judgment? 40
But more than this, in compliance with De
Pedro,there is in this case proper service of summons to In Evangelista vs. Mercator Finance
the defendants. In no uncertain terms, the CA found that: Corp.,41 the Court has already defined a genuine issue as
(1) the heirs of Vicente Morales received summons, filed an issue of fact which calls for the presentation of
an Answer, and actively participated in the trial; (2) the evidence, as distinguished from an issue which is
heirs of Jose Morales filed their Answer and admitted to fictitious or contrived, 42 set up in bad faith and patently
the allegations in the complaint; and (3) the heirs of unsubstantial so as not to constitute a genuine issue for
Martina Morales were duly served with summons, copies trial. 43 According to Spouses Pascual vs. First
of the complaint, and actively participated in the trial. 31 Consolidated Rural Bank (Bohol), Inc.,44 where the facts
pleaded by the parties are disputed or contested,
Even the trial court authoritatively concluded the
proceedings for a summary judgment cannot take the
same in saying that:
place of a trial.
As borne out from the record
More, the propriety of issuing a summary
of the case, Summons and a copy of the
judgment springs not only from the lack of a genuine
Complaint was served upon and
issue which is raised by either party, but also from the
received by defendant Emeterio
observance of the procedural guidelines for the rendition
Enriquez in Virginia Beach on June 25,
of such judgment. Thus, in Cadirao, the Court nullified
2009 as per verified Affidavit of Service
the summary judgment issued by the trial court when
of one Nancy G. Wood. Defendant
the rules on summary judgment was applied despite the
Bernardita Alojipan in Trenton, MI
absence of a motion from the respondent asking for the
received on July 4, 2009 a copy each of
application thereof. The Court said:
Summons and Complaint as per verified
Affidavit of Service of one Herb And that is not all,
Alexander. Defendant Elizabeth Somera The (sic) nullity of the assailed
received in Hanover Dirk, Illinois on Summary Judgment stems not only
23
from the circumstances that such kind Indeed, Calubaquib even proceeded further in
of a judgment is not proper under the saying that the "non-observance of the procedural
state of pleadings obtaining in the requirements of filing a motion and conducting a hearing
instant case, but also from the failure to on the said motion warrants the setting aside of the
comply with the procedural guidelines summary judgment." 51
for the rendition of such a
On the basis of the foregoing disquisitions, the
judgment. Contrary to the
Court now focuses its attention to the factual milieu
requirements prescribed by
surrounding the present case. To begin with, the Court is
the Rules, no motion for a summary
of the opinion that the petitioners, from the beginning of
judgment was filed by private
the proceedings, have already submitted an issue of fact
respondent.Consequently, no notice or
that definitively calls for the presentation of evidence.
hearing for the purpose was ever
They have, for all intents and purposes, presented a
conducted by the trial court. The trial
genuine issue that should have foreclosed the rendition of
court merely required the parties to
a summary judgment.
submit their affidavits and exhibits,
together with their respective Particularly, while the petitioners have not
memoranda, and without conducting questioned the fact that the subject property belonged to
any hearing, although the parties their progenitor, Jayme, they have, however, asserted that
presented opposing claims of ownership herein respondent has "no more right of participation"
and possession, hastily rendered a over the same. 52 The Answer with Motion to Dismiss
Summary Judgment. The trial court and Compulsory Counter-Claims claimed that:
was decidedly in error in cursorily
7.4 Astrid Morales Agustin has no more
issuing the said
right or participation —
Judgment.45 (Emphasis supplied,
citations omitted) Plaintiff's supposed share in the
property, together with her siblings,
Still, in the more recent case of Calubaquib, et
have long been conveyed to herein
al. vs. Republic of the Phils.,46 the Court once more was
defendant Ernesto Morales by said
asked to determine the propriety of the summary
plaintiff's own parents, the late Simeon
judgment rendered by the trial court judge in the absence
Morales and Leonila Morales. Thus,
of any motion filed by the parties for that purpose. In that
plaintiff has no more footing to demand
case, the trial court judge opined that "the basic facts of
partition of the lot for her benefit. x x
the case were undisputed" 47 and that, even after the
x. 53
parties' refusal to file a motion for summary judgment, the
trial court rendered a judgment sans trial. In ruling for the In fact, the original respondent in this case, the
nullity of such issued judgment, the Court said that: father of herein petitioners, attached in his pleading
"several handwritten receipts showing payment of their
The filing of a motion and
share to the property, then called 'camarin.'" 54
the conduct of a hearing on the
motion are therefore In the RTC decision, the trial judge hastily
important because these enable the dismissed this argument and asserted that:
court to determine if the parties'
pleadings, affidavits and exhibits in The alleged written documents
support of, or against, the motion are of debt of plaintiffs' parents Simeon
sufficient to overcome the opposing Morales and Leonila Albano Morales
papers and adequately justify the are not genuine issue of material facts
finding that, as a matter of law, the because these documents have no effect
claim is clearly meritorious or there is on the partition of the subject lot, not
no defense to the action. 48 (Emphasis debts of the intestate estate of the
and underscoring supplied) spouses Jayme Morales and Telesfora
Garzon and they are not binding upon
Even in the pre-trial stage of a case, a motion for the plaintiffs herein. 55
the application of summary judgment is necessary.In the
recent case of Spouses Pascual vs. First Consolidated In affirming this decision, the CA even opined
Rural Bank (BOHOL), Inc.,49 Justice Bersamin pointed that the issue raised by herein petitioners is "of no
out that: moment in the instant case of partition" 56 because the
respondent was "asserting her right as a co-owner of the
To be clear, the rule only spells subject property by virtue of her successional right from
out that unless the motion for such her deceased father Simeon Morales, who was once a co-
judgment has earlier been filed, the owner of the said property, and not from Jayme and
pre-trial may be the occasion in which Telesfora Morales." 57
the court considers the propriety of
rendering judgment on the pleadings These opinions, however, are reversible errors on
or summary judgment. If no such the part of both the trial court and the CA. The question of
motion was earlier filed, the pre-trial who shall inherit which part of the property and in what
judge may then indicate to the proper proportion is in the province of the partition of the estate
party to initiate the rendition of such of a deceased. That an heir disposed of his/her aliquot
judgment by filing the necessary portion in favor of another heir is a matter that should be
motion. Indeed, such motion is required fully litigated on in a partition proceeding — as in this
by either Rule 34 (Judgment on the case.
Pleadings) or Rule 35 (Summary In the case of Intestate Estate of Josefa Tangco,
Judgment) of the Rules of Court.The et al. vs. De Borja,58 the Court has already ruled that an
pre-trial judge cannot motu heir to an inheritance could dispose of his/her hereditary
proprio render the judgment on the rights to whomever he/she chooses. This is because:
pleadings or summary judgment.In
the case of the motion for summary [A]s a hereditary share in a
judgment, the adverse party is entitled decedent's estate is transmitted or vested
to counter the motion. 50 (Emphasis immediately from the moment of the
and underscoring supplied, citations death of such causante or predecessor in
omitted) interest, there is no legal bar to a
successor (with requisite contracting
24
capacity) disposing of her or his prayed for the issuance of a summary judgment. They
hereditary share immediately after such further averred that the "unilateral declaration of the
death, even if the actual extent of such trial court that the resolution supposedly on the pending
share is not determined until the motions/incidents will also be considered as the resolution
subsequent liquidation of the estate. 59 of the partition case cannot take the place of the required
motion and hearing." 64 In fact, they were adamant in
Further, still according to Intestate Estate of
clarifying that:
Josefa Tangco, this alienation by the heirs of their aliquot
portion of the inheritance is recognized by no less than 12.3. The supposed reiteration
the Civil Code, viz.: by the trial Court of its declaration that
the "pending motions/incidents" were
"[A]nd as already shown, that
considered submitted for resolution as
eventual share she owned from the time
embodied in its Order dated October 29,
of Francisco's death and the Court of
2013 could not have warranted the motu
Nueva Ecija could not bar her selling it.
proprio summary judgment. To begin
As owner of her undivided hereditary
with, the appellee herself in her
share, Tasiana could dispose of it in
Appellee's Brief, concedes that what
favor of whomsoever she chose. Such
were submitted for resolution during the
alienation is expressly recognized and
October 29, 2013 hearing were the same
provided for by article 1088 of the
pending motions as stated earlier, and
present Civil Code:
could not have been the case of partition
Art. 1088. Should any of the itself. It can be culled even from the
heirs sell his hereditary rights to a assailed Decision of the trial Court itself
stranger before the partition, any or all that what were submitted for resolution
of the co-heirs may be subrogated to the were the then pending incidents and not
rights of the purchaser by reimbursing the main case for partition
him for the price of the sale, provided itself. 65 (Citations omitted)
they do so within the period of one
In their petition, the petitioners reiterated this
month from the time they were notified
assertion, to wit:
in writing of the sale of the vendor.
27. To the clear understanding
If a sale of a hereditary right
of the parties including Atty. Cortes, the
can be made to a stranger, then a
pending incidents at the time were
fortiori sale thereof to a coheir could
the Motion to Dismiss filed by
not be forbidden." 60 (Emphasis and
defendant Emeterio Enriquez
underscoring supplied)
questioning the jurisdiction of the trial
In yet another case, Alejandrino vs. Court of court over him for lack of service of
Appeals,61 the Court has ruled that "when a co-owner summons; the Opposition thereto filed
sells his inchoate right in the co-ownership, he expresses by herein respondent; the Reply of
his intention to 'put an end to indivision among (his) co- Emeterio Enriquez to the opposition of
heirs.' Partition among co-owners may thus be evidenced the appellee; the Rejoinder to the
by the overt act of a co-owner of renouncing his right over reply;and the Motion to
the property regardless of the form it takes." 62 The Court Withdraw filed by therein counsel of
based this assertion on Article 1082 of the Civil Code, herein respondent.
which states that:
28. Unpredictably and
Art. 1082. Every act which is beyond the expectation of the
intended to put an end to indivision defendants including herein
among co-heirs and legatees or devisees petitioners, the trial court rendered a
is deemed to be a partition, although summary judgment as embodied in
it should purport to be a sale, an its Decision dated 22 November
exchange, a compromise, or any other 2013. The presiding judge
transaction.(Emphasis and and ponente of said decision soon
underscoring supplied) retired on March 2014. 66
Thus, when the petitioners herein asserted that Even the respondent did not deny the petitioners'
the respondent has "no more right of participation" over allegation that no motion was filed to apply the rules on
the subject property because the successional rights of the summary judgment. In addition, in its decision, the trial
respondent's parents over the same has already been court itself admitted to having issued the same motu
conveyed to the petitioners' father, the petitioners proprio,as none of the parties herein moved for such
tendered a genuine issue. They were in fact stating that summary judgment. It stated that:
the respondent's parents exercised their right to sell,
x x x [S]ummary judgment
exchange, or compromise their undivided inchoate share
maybe (sic) rendered in this case upon
of their inheritance from Jayme, and, as the Court ruled
the own initiative of the Court as none
in Alejandrino, the respondent's parents intended a
of the parties moved for such
partition of the property as defined in Article 1079 of
summary judgment to be rendered in
the Civil Code.63
this instant case despite the glaring and
The truthfulness of this allegation, however, apparent existence of no genuine issue
could only be ascertained through the presentation of on material facts, sham defenses had
evidence during trial, and not in a summary judgment. been put by the defense or mere general
denial of the cause of action for
More, the RTC did not only commit reversible
partition judicially demanded by the
error by rendering a summary judgment despite the
plaintiffs had been alleged by the
presence of a genuine issue, it also committed reversible
defendants. 67 (Emphasis supplied)
error by applying the rules on summary judgment despite
the absence of any motion from any of the parties that Thus, that the trial court rendered a summary
prayed for the rule's application. judgment despite the absence of any motion calling for its
application was in clear contravention of the
In their Motion for Reconsideration on the RTC
established rules of procedure. To be sure, on the strength
decision, the petitioners argued that none of the parties
of the Court's unequivocal pronouncements
25
in Cadirao,68 Viajar,69 Calubaquib,70 and Pascual,71 w estate for the heirs and the creditors, much less, the
hich require the observance of the procedural guidelines necessity to deprive the real owners of their possession to
for the rendition of summary judgments, the RTC which they are immediately entitled. 78
committed reversible error, and the RTC and CA
Thus, an action for partition with regard to the
decisions must perforce be annulled and set aside.
inheritance of the heirs should conform to the law
On the Issue of Partition and the Settlement of governing the partition and distribution of the estate, and
Estate not only to the law governing ordinary partition. These
pertinent provisions of the law could be found in Title IV
On the basis of the discourse above, there should
(Succession), Chapter 4 (Provisions Common to Testate
have been no further necessity to discuss the final issue
and Intestate Successions), Section 6 (Partition and
herein presented. Nonetheless, for the guidance of the
Distribution of the Estate) of the Civil Code.79
RTC in resolving the instant case, a discussion of the
nature of the partition is in order. Particularly, according to Article 1078 of
the Civil Code, where there are two or more heirs, the
The petitioners argue that an administration
whole estate of the decedent is owned in common by such
proceeding for the settlement of the estate of the deceased
heirs, subject to the payment of debts of the
is a condition that has to be met before any partition of the
deceased. 80 Partition, the Civil Code adds, is the
estate and any distribution thereof to the heirs could be
separation, division and assignment of a thing held in
effected.
common among those to whom it may belong. 81 Thus,
While the Court does not agree with this every act which is intended to put an end to indivision
assertion by the petitioners, the Court, nonetheless, agrees among co-heirs and legatees or devisees is deemed to be a
that the trial court should have collated Jayme's other partition, although it should purport to be a sale, an
properties, if any, prior to the promulgation of any exchange, a compromise, or any other transaction. 82
judgment of partition in accordance with the laws on
In addition, and on account of this partition,
Succession.
Article 1061 of the Civil Code requires the parties to
Generally, an action for partition may be seen to collate the properties of the decedent which they may
simultaneously present two issues: first, there is the issue have received by way of gratuitous title prior to the
of whether the plaintiff is indeed a co-owner of the former's death, to wit:
property sought to be partitioned; and second, assuming
Article 1061. Every
that the plaintiff successfully hurdles the first issue, there
compulsory heir, who succeeds with
is the secondary issue of how the property is to be divided
other compulsory heirs, must bring into
between the plaintiff and defendants, i.e.,what portion
the mass of the estate any property or
should go to which co-owner. 72
right which he may have received from
The Court must emphasize, however, that this the decedent, during the lifetime of the
definition does not take into account the difference latter, by way of donation, or any other
between (1) an action of partition based on the gratuitous title, in order that it may be
successional rights of the heirs of a decedent, and (2) an computed in the determination of the
ordinary action of partition among co-owners. While legitime of each heir, and in the
oftentimes interchanged with one another, and although in account of the partition.(1035a)
many ways similar, these two partitions draw legal basis (Emphasis supplied)
from two different sets of legal provisions in the Civil
On the procedural aspect, the partition of the
Code of the Philippines (Civil Code). 73
estate based on the successional rights of the heirs, as
To begin with, the laws governing the partition herein mentioned, is required by Rule 74 of the Rules of
of inheritance draws basis from Article 777 of the Civil Court (Summary Settlement of Estate) to follow
Code, which states that the rights to the succession are the rules on "ordinary action of partition." This pertains
transmitted from the moment of the death of the decedent. to Rule 69 (Partition), Section 13 of the same rules, which
As such, from that moment, the heirs, legatees, and states that:
devisees' successional rights are vested, and they are
Section 13. Partition of
considered to own in common the inheritance left by the
personal property. — The provisions
decedent.
of this Rule shall apply to partitions
Under the law, partition of the inheritance may of estates composed of personal
only be effected by (1) the heirs themselves property, or of both real and personal
extrajudicially, (2) by the court in an ordinary action for property, in so far as the same may be
partition, or in the course of administration proceedings, applicable. (13) (Emphasis supplied)
(3) by the testator himself, and (4) by the third person
Once legally partitioned, each heir is conferred
designated by the testator. 74
with the exclusive ownership of the property, which was
A reading of the enumeration set above would adjudicated to him/her. 83
reveal instances when the appointment of an executor or
In contrast, an ordinary partition of co-owned
administrator is dispensed with. One is through the
property, specifically of real property, is governed by
execution of a public instrument by the heirs in an
Title III of the Civil Code on Co-ownership.
extrajudicial settlement of the estate. 75 Another, which is
the focal point of this case, is through the ordinary action Article 484 of the Civil Code provides that there
of partition. 76 is co-ownership whenever the ownership of an undivided
thing or right belongs to different persons. 84 It further
According to Rule 74 of the Rules of Court, the
provides that no co-owner shall be obliged to remain in
heirs may resort to an ordinary action of partition of the
the co-ownership; each co-owner may demand at any time
estate of the deceased if they disagree as to the exact
the partition of the thing owned in common, insofar as his
division of the estate, and only "[i]f the decedent left no
share is concerned. 85 This partition may be made by
will and no debts and the heirs are all of age, or the
agreement between the parties, or by judicial
minors are represented by their judicial or legal
proceedings, 86 which, like the procedural aspect of the
representatives duly authorized for the purpose." 77
partition by virtue of successional rights, is governed
The ordinary action for partition therefore is by Rule 69 of the Rules of Court.
meant to take the place of the special proceeding on the
Thus, while both partitions make use of Rule 69
settlement of the estate. The reason is that, if the deceased
as the procedural rule that would govern the manner of
dies without pending obligations, there is no necessity for
partition, the foregoing disquisitions explicitly elaborate
the appointment of an administrator to administer the
26
that the bases of the ownership are different, and in the trial court's decision with regard to the summons
the subject matters concerned are also different — one directed against the warring heirs — as submitted by the
speaks of the partition of the estate to distribute the respondent, but also finds error in the trial court's refusal
inheritance to the heirs, legatees, or devisees, whereas the to delve into the genuine issue concerning the partition of
other speaks of partition of any undivided thing or right to the subject property — as submitted by the petitioners. In
distribute to the co-owners thereof. the end, only a full-blown trial on the merits of each of the
parties' claims — and not a mere summary judgment —
In the case at hand, the parties are the heirs of the
could write finis on this family drama.
late Jayme Morales. The land being sought to be divided
was a property duly registered under Jayme's name. WHEREFORE,premises considered, the
Necessarily, therefore, the partition invoked by the Decision and Resolution of the Court of Appeals in CA-
respondents is the partition of the estate of the deceased G.R. CV No. 101991 dated August 13, 2015 and April 21,
Jayme. 2016, respectively, are hereby REVERSED and SET
ASIDE.The case is ORDERED REMANDED to the
As such, when the petitioners alleged in their
Regional Trial Court, Branch 12, of Laoag City for further
answer that there is yet another property that needs to be
proceedings. The trial court judge is ORDERED to hear
partitioned among the parties, they were actually invoking
the case with dispatch.
the Civil Code provisions, not on Co-ownership, but on
Succession, which necessarily includes Article 1061 of SO ORDERED.
the Civil Code — the provision on collation. It is
||| (Heirs of Morales v. Agustin, G.R. No. 224849, [June 6,
therefore proper for the trial court to have delved into this
issue presented by the petitioner instead of disregarding 2018])
the same and limiting itself only to that singular property
submitted by the respondent for partition. As the case
of Gulang vs. Court of Appeals 87 said:
In case the defendants assert
in their Answer exclusive title in
themselves adversely to the plaintiff,
the court should not dismiss the
plaintiff's action for partition but, on
the contrary and in the exercise of its
general jurisdiction, resolve the
question of whether the plaintiff is co-
owner or not. 88 (Emphasis and
underscoring supplied)
Nonetheless, lest it be misunderstood, the law
does not prohibit partial partition. In fact, the Court, in
administration proceedings, have allowed partition for
special instances. But the Court should caution that this
power should be exercised sparingly. This is because a
partial partition and distribution of the estate does not
put to rest the question of the division of the entire
estate. In the case of Gatmaitan vs. Medina,89 Justice
J.B.L. Reyes warned:
The lower court, we believe,
erred in rendering the order appealed
from. A partial distribution of the
decedent's estate pending the final
termination of the testate or intestate
proceedings should as much as
possible be discouraged by the courts
and, unless in extreme cases, such
form of advances of inheritance
should not be countenanced. The
reason for this strict rule is obvious —
courts should guard with utmost zeal
and jealousy the estate of the decedent
to the end that the creditors thereof be
adequately protected and all the rightful
heirs assured of their shares in the
inheritance. 90 (Emphasis supplied)
In this case, the Court is of the opinion that there
is no cogent reason to render the partition of one of
Jayme's properties and totally ignore the others, if any.
Absent any circumstance that would warrant the partial
partition and distribution of Jayme's estate, the prudent
remedy is to settle the entirety of the estate in the partition
proceedings in the court a quo.Besides, as stated by the
Court in Gulang,it is quite unnecessary to require the
plaintiff to file another action, separate and independent
from that of partition originally instituted. 91 This would
entail wastage of additional time and resources, which
could already be avoided through consolidated
proceedings in the court a quo.
In sum, the factual milieu of this case presents
questions of facts which are crucial in the complete
resolution of the controversy. The Court finds sufficiency
27
title, TCT No. 42244, was then issued in the names of Felipa
and Hilaria for Lot 707.
4. GERILLA V. CAROLINA VDA. DE
In February 1971, petitioner and her family went to
FIGURACION, ET. AL., GR 154322, 8/22/06
the United States where they stayed for ten years. Returning in
1981, 6 she built a house made of strong materials on the
[G.R. No. 154322. August 22, 2006.]
eastern half-portion of Lot 707. She continued paying her
share of the realty taxes thereon. HDAaIc
EMILIA FIGURACION-
It was sometime later that this dispute erupted.
GERILLA, petitioner, vs. CAROLINA
Petitioner sought the extrajudicial partition of all properties
VDA. DE FIGURACION, * ELENA
held in common by her and respondents. On May 23, 1994,
FIGURACION-ANCHETA, * HILARI
petitioner filed a complaint in the RTC of Urdaneta City,
A A. FIGURACION, FELIPA
Branch 49, for partition, annulment of documents,
FIGURACION-MANUEL, QUINTIN
reconveyance, quieting of title and damages against
FIGURACION and MARY
respondents, praying, among others, for: (1) the partition of
FIGURACION-GINEZ, respondents.
Lots 2299 and 705; (2) the nullification of the affidavit of self-
adjudication executed by respondent Carolina over Lot 707,
the deed of absolute sale in favor of respondents Felipa and
DECISION Hilaria, and TCT No. 42244; (3) a declaration that petitioner
was the owner of one-half of Lot 707 and (4) damages. The
case was docketed as Civil Case No. U-5826.

CORONA, J p: On the other hand, respondents took the position that


Leandro's estate should first undergo settlement proceedings
In this petition for review on certiorari, 1 petitioner before partition among the heirs could take place. And they
Emilia Figuracion-Gerilla challenges the decision 2 and claimed that an accounting of expenses chargeable to the
resolution 3 of the Court of Appeals (CA) affirming the estate was necessary for such settlement.
decision of the Regional Trial Court (RTC) of Urdaneta City, On June 26, 1997, 7 the RTC 8 rendered judgment
Pangasinan, Branch 49, which dismissed her complaint for nullifying Carolina's affidavit of self-adjudication and deed of
partition. The properties involved are two parcels of land absolute sale of Lot 707. It also declared Lots 2299 and 705 as
which belonged to her late father, Leandro Figuracion. exclusive properties of Leandro Figuracion and therefore part
The facts of the case follow. 4 of his estate. The RTC, however, dismissed the complaint for
partition, reconveyance and damages on the ground that it
Spouses Leandro and respondent Carolina Figuracion could not grant the reliefs prayed for by petitioner without any
(now both deceased) had six children: petitioner and (prior) settlement proceedings wherein the transfer of title of
respondents Elena Figuracion-Ancheta (now deceased), the properties should first be effected.
Hilaria Figuracion, Felipa Figuracion-Manuel, Quintin
Figuracion and Mary Figuracion-Ginez. On appeal, the CA upheld the dismissal of petitioner's
action for partition for being premature. The CA reversed the
On August 23, 1955, Leandro executed a deed of decision, however, with respect to the nullification of the self-
quitclaim over his real properties in favor of his six children. adjudication and the deed of sale. Upholding the validity of
When he died in 1958, he left behind two parcels of land: (1) the affidavit of self-adjudication and deed of sale as to
Lot 2299 of the Cadastral Survey of Urdaneta consisting of Carolina's one-half pro-indiviso share, it instead partitioned
7,547 square meters with Transfer Certificate of Title (TCT) Lot 707. Dissatisfied, respondents elevated the CA decision to
No. 4221-P in the name of "Leandro Figuracion, married to this Court in G.R. No. 151334, entitled Carolina vda. de
Carolina Adviento" and (2) Lot 705 of the Cadastral Survey of Figuracion, et al. v. Emilia Figuracion-Gerilla. 9
Urdaneta with an area of 2,900 sq. m. with TCT No. 4220-P
also in the name of "Leandro Figuracion, married to Carolina The issue for our consideration is whether or not
Adviento." Leandro had inherited both lots from his deceased there needs to be a prior settlement of Leandro's intestate
parents, 5 as evidenced by Original Certificate of Title (OCT) estate (that is, an accounting of the income of Lots 2299 and
Nos. 16731 and 16610, respectively, issued by the Register of 705, the payment of expenses, liabilities and taxes, plus
Deeds of the Province of Pangasinan. compliance with other legal requirements, etc.) before the
properties can be partitioned or distributed.
Leandro sold a portion of Lot 2299 to Lazaro
Adviento, as a result of which TCT No. 4221-P was cancelled Respondents claim that: (1) the properties
and TCT No. 101331 was issued to "Lazaro Adviento, married constituting Leandro's estate cannot be partitioned before his
to Rosenda Sagueped" as owner of the 162 sq. m. and estate is settled and (2) there should be an accounting before
"Leandro Figuracion, married to Carolina Adviento" as owner anything else, considering that they (respondents) had to spend
of 7,385 sq. m. This lot continued to be in the name of for the maintenance of the deceased Leandro Figuracion and
Leandro in Tax Declaration No. 616 for the year 1985. his wife in their final years, which support was supposed to
come from the income of the properties. Among other things,
What gave rise to the complaint for partition, respondents apparently wanted petitioner to share in the
however, was a dispute between petitioner and her sister, expenses incurred for the care of their parents during the ten
respondent Mary, over the eastern half of Lot 707 of the years she stayed in the United States, before she could get her
Cadastral Survey of Urdaneta with an area of 3,164 sq. m. part of the estate while petitioner apparently wanted her gross
share, without first contributing to the expenses.
Lot 707 belonged to Eulalio Adviento, as evidenced
by OCT No. 15867 issued on February 9, 1916. When In any event, there appears to be a complication with
Adviento died, his two daughters, Agripina Adviento (his respect to the partition of Lot 705. The records refer to a case
daughter by his first wife) and respondent Carolina (his entitled Figuracion, et al. v. Alejo currently pending in the
daughter by his second wife), succeeded him to it. On CA. The records, however, give no clue or information
November 28, 1961, Agripina executed a quitclaim in favor of regarding what exactly this case is all about. Whatever the
petitioner over the one-half eastern portion of Lot 707. issues may be, suffice it to say that partition is premature when
Agripina died on July 28, 1963, single and without any issue. ownership of the lot is still in dispute. 10
Before her half-sister's death, however, respondent Carolina
adjudicated unto herself, via affidavit under Rule 74 of Petitioner faces a different problem with respect to
the Rules of Court,the entire Lot 707 which she later sold to Lot 2299. Section 1, Rule 69 of the Rules of Court provides:
respondents Felipa and Hilaria. The latter two immediately SECTION 1. Complaint in action
had OCT No. 15867 cancelled, on December 11, 1962. A new for partition of real estate. — A person
28
having the right to compel the partition of
real estate may do so as provided in this
Rule, setting forth in his complaint the
nature and extent of his title and an
adequate description of the real estate of
which partition is demanded and joining
as defendants all other persons interested
in the property.
The right to an inheritance is transmitted immediately
to the heirs by operation of law, at the moment of death of the
decedent. There is no doubt that, as one of the heirs of
Leandro Figuracion, petitioner has a legal interest in Lot 2299.
But can she compel partition at this stage?
There are two ways by which partition can take place
under Rule 69: by agreement under Section 2 11 and through
commissioners when such agreement cannot be reached, under
Sections 3 to 6. 12
Neither method specifies a procedure for determining
expenses chargeable to the decedent’s estate. While Section 8
of Rule 69 provides that there shall be an accounting of the
real property's income (rentals and profits) in the course of an
action for partition, 13 there is no provision for the accounting
of expenses for which property belonging to the decedent's
estate may be answerable, such as funeral expenses,
inheritance taxes and similar expenses enumerated under
Section 1, Rule 90 of the Rules of Court.
In a situation where there remains an issue as to the
expenses chargeable to the estate, partition is inappropriate.
While petitioner points out that the estate is allegedly without
any debt and she and respondents are Leandro Figuracion's
only legal heirs, she does not dispute the finding of the CA
that "certain expenses" including those related to her father's
final illness and burial have not been properly settled. 14 Thus,
the heirs (petitioner and respondents) have to submit their
father's estate to settlement because the determination of these
expenses cannot be done in an action for partition.
In estate settlement proceedings, there is a proper
procedure for the accounting of all expenses for which the
estate must answer. If it is any consolation at all to petitioner,
the heirs or distributees of the properties may take possession
thereof even before the settlement of accounts, as long as they
first file a bond conditioned on the payment of the estate's
obligations. 15
WHEREFORE, the petition is hereby DENIED. The
Court of Appeals' decision and resolution in CA-G.R. CV No.
58290 are AFFIRMED in so far as the issue of the partition of
Lots 2299 and 705 is concerned.
But with respect to Lot 707, we make no ruling on
the validity of Carolina vda. de Figuracion's affidavit of self-
adjudication and deed of sale in favor of Felipa and Hilaria
Figuracion in view of the fact that Carolina vda. de
Figuracion, et al. v. Emilia Figuracion-Gerilla (G.R. No.
151334) is still pending in this Division.
 
Costs against petitioner.
SO ORDERED.
||| (Figuracion-Gerilla v. Vda. de Figuracion, G.R. No.
154322, [August 22, 2006], 531 PHIL 81-88)

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