Professional Documents
Culture Documents
June 8, 2011
FACTS: Eduardo filed with the RTC a verified petition for the judicial settlement of the estate of his deceased father
Joaquin Agtarap. Joaquin left two parcels of land with improvements.
During his lifetime, Joaquin contracted two marriages:
1)
Lucia Garcia (Lucia) 3 children : Jesus, Milagros and Jose(survived by three children, namely, Gloria,
Joseph, and Teresa - respondents)
2)
Caridad Garcia (Caridad) 3 Children: Eduardo (Petitioner), Sebastian, and Mercedes
RTC: Appointed Eduardo as special administrator and issued an order of partition. It also declared that the real estate
properties belonged to the conjugal partnership of Joaquin and Lucia.
CA: Affirmed RTCs decision but provided for a different partition.
ISSUE: WON RTC, acting as an intestate court with limited jurisdiction, can determine questions of ownership,
which properly belongs to another court with general jurisdiction.
HELD: YES. The general rule is that the jurisdiction of the trial court, either as a probate or an intestate court,
relates only to matters having to do with the probate of the will and/or settlement of the estate of deceased persons,
but does not extend to the determination of questions of ownership that arise during the proceedings. The patent
rationale for this rule is that such court merely exercises special and limited jurisdiction. As held in several cases, a
probate court or one in charge of estate proceedings, whether testate or intestate, cannot adjudicate or
determine title to properties claimed to be a part of the estate and which are claimed to belong to outside
parties, not by virtue of any right of inheritance from the deceased but by title adverse to that of the
deceased and his estate. All that the said court could do as regards said properties is to determine whether
or not they should be included in the inventory of properties to be administered by the administrator. If there
is no dispute, there poses no problem, but if there is, then the parties, the administrator, and the opposing parties
have to resort to an ordinary action before a court exercising general jurisdiction for a final determination of the
conflicting claims of title.
Exceptions to the general rule:
1)
the probate court may provisionally pass upon in an intestate or a testate proceeding the question of inclusion
in, or exclusion from, the inventory of a piece of property without prejudice to the final determination of ownership
in a separate action.
2)
If the interested parties are all heirs to the estate, or the question is one of collation or advancement, or the
parties consent to the assumption of jurisdiction by the probate court and the rights of third parties are iod is not
mandatory. Once a petition for the issuance of letters of administration is filed with the proper court and the
publication of the notice of hearing is complied with, said court acquires jurisdiction over the estate and retains such
until the probate proceedings is closed. Hence, even if the inventory was filed only after the three-month period, this
delay will not deprive the probate court of its jurisdiction to approve it. However, under section 2 of Rule 82 of the
Rules of Court, such unexplained delay can be a ground for an administrator's removal.
THE ESTATE OF HILARIO M. RUIZ, EDMOND RUIZ, Executor, petitioner, vs. THE
COURT OF APPEALS (Former Special Sixth Division), MARIA PILAR RUIZ-MONTES, MARIA
CATHRYN RUIZ, CANDICE ALBERTINE RUIZ, MARIA ANGELINE RUIZ and THE
PRESIDING JUDGE OF THE REGIONAL TRIAL COURT OF PASIG, BRANCH
156, respondents.
G.R. No. 118671. January 29, 1996
FACTS: Hilario M. Ruiz executed a holographic will naming as his heirs his only son, Edmond Ruiz, his
adopted daughter, respondent Maria Pilar Ruiz Montes, and his three granddaughters, private respondents
Maria Cathryn, Candice Albertine and Maria Angeline, all children of Edmond Ruiz. He bequeathed cash,
personal and real properties, Edmond was named executor.
After Hilario died, the cash was distributed according to the will but Edmond did not take any action for the
probate of his fathers holographic will. It was Maria who filed for the probate of Hilarios will 4 years after
his death. Edmond opposed the petition. Subsequently, Edmond withdrew his opposition and the probate
court admitted the will to probate and ordered the issuance of letters testamentary to Edmond conditioned
upon the filing of a bond. Maria filed a Motion for Release of Funds to Certain Heirs and Motion for
Issuance of Certificate of Allowance of Probate Will. Maria prayed for the release of the rent payments to
the three grandchildren and for the distribution of the testators properties, specifically the Valle Verde
property and the Blue Ridge apartments, in accordance with the provisions of the holographic will. This was
granted by the probate court.
The court ordered the release of the funds to Edmond but only such amount as may be necessary to cover
the expenses of administration and allowances for support of the testators three granddaughters subject to
collation and deductible from their share in the inheritance.
ISSUE: WON the court erred in ordering the release of allowance to the grandchildren.
HELD: YES. It is settled that allowances for support under Section 3 of Rule 83 should not be limited to
the minor or incapacitated children of the deceased. Article 188 of the Civil Code of the Philippines, the
substantive law in force at the time of the testators death, provides that during the liquidation of the
conjugal partnership, the deceaseds legitimate spouse and children, regardless of their age, civil status or
gainful employment, are entitled to provisional support from the funds of the estate. The law is rooted on
the fact that the right and duty to support, especially the right to education, subsist even beyond the age of
majority.
Be that as it may, grandchildren are not entitled to provisional support from the funds of the decedents
estate. The law clearly limits the allowance to widow and children and does not extend it to the deceaseds
grandchildren, regardless of their minority or incapacity. It was error, therefore, for the appellate court to
sustain the probate courts order granting an allowance to the grandchildren of the testator pending
settlement of his estate.
FACTS: Carlos Gurrea and Manuela Ruiz Gurrea were married in Spain in 1932 they had a son named
Teodoro. In 1945, Carlos abandoned Manuela and lived in the Philippines with Rizalina Perez by whom he
had 2 children. In 1960, Manuela instituted a case against Carlos for support and the annulment of some
alleged donations of conjugal property, in favor of his common-law wife, Rizalina. In due course, said court
issued an order granting Mrs. Gurrea a monthly alimony, pendente lite, of P2,000.00 which was reduced by the
Court of Appeals to P1,000.00.
Carlos Gurrea died, leaving a document purporting to be his last will and testament, in which he named
Marcelo Pijuan as executor thereof and disinherited Manuela and their son, Teodoro. Manuela filed a
motion alleging that the aforementioned alimony, pendente lite, of P1,000 a month, had been suspended upon
the death of Carlos Gurrea, and praying that the Special Administrator, Pijuan, be ordered to continue
paying it pending the final determination of the case. This motion was denied.
Mrs. Gurrea assails as erroneous the order of the lower court denying her petition for support, as well as
that denying its reconsideration. Both were predicated upon the theory that, pursuant to Article 188 of our
Civil Code the support of a surviving spouse constitutes, not an encumbrance upon the estate of the
decedent, but merely an advance from her share of said estate, and that Mrs. Gurrea is not entitled to such
advance, there being neither allegation nor proof that she had contributed any paraphernal property to said
estate or that the same includes properties forming part of the conjugal partnership between her and the
deceased.
ISSUE: W/N the court erred in not granting the motion for continuance of support.
HELD: YES. The lower court denied support to Mrs. Gurrea because of absence of proof as regards the
status, nature or character of the property now under the custody of the Special Administrator. Precisely,
however, on account of such lack of proof thereon, the court is bound by law to assume that the estate of the
deceased consists of property belonging to the conjugal partnership, one-half of which belongs
presumptively to Mrs. Gurrea, aside from such part of the share of the deceased in said partnership as may
belong to her as one of the compulsory heirs, if his alleged will were not allowed to probate, or, even if
probated, if the provision therein disinheriting her were nullified. Inasmuch as the aforementioned estate is
worth P205,397.64, according to the inventory submitted by the special administrator, it is clear to us that
the continuation of the monthly alimony, pendente lite, of P1,000, authorized in said Civil Case No. 5820, is
fairly justified.