Professional Documents
Culture Documents
A motion for reconsideration was filed by Preciosa B. Garcia, the surviving spouse of the
deceased, contending that
1) The decedent resided in QC for 3 months before his death as shown by his death
certificate and therefore have an improper venue.
2) The CFI of Calamba lacks jurisdiction over the petition.
ISSUES:
a.) Are venue and jurisdiction the same? How can it be determined in the present case?
b.) What does the word resides in Revised Rules of Court Rule 73 Section 1 Mean?
c.) Who is entitled as special administratix of the estate?
Held:
1. No, jurisdiction is defined as the authority to try, hear and decide a case base on the
merits or the substance of the facts. It is a substantive aspect of the trial proceeding. It is
granted by law or by the constitution and cannot be waived or stipulated.
On the other hand, Rule 4 of Rules of Court define venue as the proper court which has
jurisdiction over the area wherein real property involved or a portion thereof is situated.
Venue is the location of the court with jurisdiction. It is more on convenience purposes. Its
more on procedural aspect of the case. In some cases it may be waived or stipulated by the
parties.
Section 1, Rule 73 of the Revised Rules of Court provides: If the decedent is an inhabitant
of the Philippines at the time of his death, whether a citizen or an alien, his will shall be
proved, or letters of administration granted, and his estate settled, in the Court of First
Instance in the province in which he resides at the time of his death, and if he is an
inhabitant of a foreign country, the Court of First Instance of any province in which he had
estate.
1. Resides should be viewed or understood in its popular sense, meaning, the
personal, actual or physical habitation of a person, actual residence or place of abode. It
signifies physical presence in a place and actual stay thereat. In this popular sense, the
term means merely residence, that is, personal residence, not legal residence or domicile.
Residence simply requires bodily presence as an inhabitant in a given place, while domicile
requires bodily presence in that place and also an intention to make it ones domicile. No
particular length of time of residence is required though; however, the residence must be
more than temporary.
1. In the present case, SC ruled that the last place of residence of the deceased should
be the venue of the court. Amado G. Garcia was in Quezon City, and not at Calamba,
Laguna base on his death certificate. A death certificate is admissible to prove the
residence of the decedent at the time of his death.
Withal, the conclusion becomes imperative that the venue for Virginia C. Fules petition for
letters of administration was improperly laid in the Court of First Instance of Calamba,
Laguna. Therefore Preciosa B. Garcia was granted as a special administratix.
FACTS:
1. Spouses Leandro and respondent Carolina Figuracion had 6 children
a. Leandro executed a deed of quitclaim over his real properties in favor of his six children.
b. When he died in 1958, he left behind two parcels of land: (1) Lot 2299 and (2) Lot 705
2. Leandro sold a portion of Lot 1 to Lazaro Adviento
3. A dispute between 2 of the children Emilia and Mary rose over the eastern half of Lot 707
a. Lot 707 belonged to Eulalio Adviento
i. When he died his 2 daughters Agripina and Carolina succeeded him
ii. Agripina executed a quitclaim in favor of Emilia over the one-half eastern portion of Lot 707.
iii. Agripina died single and without any issue
1. Before her death Carolina adjudicated unto herself, via affidavit under Rule 74 of the
Rules of Court, the entire lot which she later sold to Felipa and Jilaria
4. Emilia and her family stayed in the US for 10 years
a. Upon return she built a house made of strong materials on the eastern half-portion of Lot 707
b. She continued paying her share of the realty taxes thereon
5. Emilia sought the extrajudicial partition of all properties held in common by her and respondents
6. Emilia filed a complaint in the RTC of Urdaneta City for partition, annulment of documents, reconveyance,
quieting of title and damages against respondents, praying, among others, for:
a. the partition of Lots 2299 and 705;
b. 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 Hilaria, and TCT No. 42244;
c. a declaration that petitioner was the owner of one-half of Lot 707 and
d. damages
7. Respondents contended that Leandros estate should first undergo settlement proceedings before partition
among the heirs could take place.
a. Also claimed that an accounting of expenses chargeable to the estate was necessary for such
settlement.
b. RTc nullified Carolinas affidavit of self-adjudication and deed of absolute sale of Lot 707
i. Also declared Lots 2299 and 705 as exclusive properties of Leandro Figuracion and therefore
part of his estate.
ii. Dismissed the complaint for partition, reconveyance and damages
1. REASON: it could not grant the reliefs prayed for by petitioner without any (prior)
settlement proceedings wherein the transfer of title of the properties should first
be effected
8. CA upheld the dismissal of petitioners action for partition for being premature.
a. Reversed decision with respect to the nullification of the self-adjudication and the deed of sale
ISSUE: W/N there needs to be a prior settlement of Leandros intestate estate before the properties can be partitioned
or distributed.
HELD:
1. partition is premature when ownership of the lot 705 is still in dispute
a. theres a pending case in the CA where issues cannot be deciphered.
2. two ways by which partition can take place under Rule 69:
a. by agreement under Section 2
b. through commissioners when such agreement cannot be reached, under Sections 3 to 6.
Neither method specifies a procedure for determining expenses chargeable to the decedents estate.
2. Section 8 of Rule 69 provides that there shall be an accounting of the real propertys 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 decedents estate may be answerable, such as funeral expenses, inheritance taxes
and similar expenses enumerated under Section 1, Rule 90 of the Rules of Court.
3. the heirs (petitioner and respondents) have to submit their fathers estate to settlement because the
determination of these expenses cannot be done in an action for partition.
a. To settle the medical burial expense of their father
4. 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
estates obligations.
FACTS:
1. spouses Anselmo Baloyo and Macaria Lirazan had 5 children, all are dead now
Child FACTS AFTER DEATH
Agueda Colinco 1.Antonio Colinco (+) (respondent) Ruth
Orpha and Goldelina, and
2. (respondent) Irene Colinco
Catalina Baloyo - Juan Arbolario Purificacion Arbolario (+)
Juans children with Francisca (petitioners)
Voltaire, Lucena, Taala, Fe, Exaltacion
2. Eduardo Baloyo sold his entire interest to his sister Agueda by virtue of a notarized document
acknowledged before Notary Public Deogracias Riego.
3. Gaudencia Baloyo, conveyed her interest in the said lot in favor of her two nieces, Irene Colinco to one-half
(1/2) and Purificacion Arbolario to the other half.
4. Julian Baloyo died without any issue
5. Respondents contend that they are the only heirs of Anselmo Baloyo and Macaria Lirazan, executed a
Declaration of Heirship and Partition Agreement,
6. The Colincos filed a civil case against spouses Rosalita Salhay and Carlito Salhay to recover possession
of a portion of the aforesaid lot occupied by [respondent] spouses (Salhays hereinafter) since 1970.
a. Salhays alleged in their defense that they have been the lawful lessees of the late Purificacion Arbolario
since 1971 up to 1978; and that said spouses allegedly purchased the disputed portion of Lot No. 323
from the deceased lessor sometime in [September] 1978.
7. The petitioners filed a Civil Case for the cancellation of title with Damages against the Colincos
a. They contend that the Declaration of Heirship and Partition Agreement executed by the Colincos was
defective and thus voidable as they (Arbolarios) were excluded therein
b. Arbolarios claim that they succeeded intestate to the inheritance of their alleged half-sister, Purificacion
Arbolario; and, as forced heirs, they should be included in the distribution of the aforesaid lot
8. RTC ruled in favour of the Abolarios declaring them as heirs of Purificacion Arbolario
a. Their 1987 Declaration of Heirship and Partition Agreement was made in bad faith, because they knew
all along the existence of, and their relationship with, the Arbolarios.
b. The Salhays, on the other hand, had no document to prove their acquisition and possession of a
portion of the disputed lot.
9. CA declared the Arbolarios as are illegitimate half-brothers and half-sisters of Purificacion, the daughter of
Juan and Catalina.
a. They were born before the death of Catalina, under the extramarital affair of Juan and Francisca
b. Illegitimate children are barred by Article 992 of the Civil Code from inheriting intestate from the
legitimate children and relatives of their father or mother.
c. no clear and reliable evidence to support the allegation of the Salhays that they purchased from the
decedent,
ARBOLARIO v CA
(G.R. No. 129163; April 22, 2003; J. Panganiban)
FACTS: The original owners of the controverted lot, spouses Anselmo Baloyo and Macaria Lirazan, had 5 children. Everyone mentioned is
dead. The first child, Agueda Colinco, was survived by her two children, namely, Antonio Colinco and Irene Colinco (respondent); Antonio
Colinco predeceased his three daughters, respondents Ruth, Orpha, and Goldelina, all surnamed Colinco. The second child, Catalina
Baloyo, was married to Juan Arbolario and their union was blessed with the birth of only one child, Purificacion Arbolario, who, in 1985, died
a spinster and without issue. Juan Arbolario, consorted with another woman by the name of Francisca Malvas and from this cohabitation
petitioners Voltaire Arbolario, Lucena Arbolario Taala, Fe Arbolario, Exaltacion Arbolario, and Carlos Arbolario (referred to hereinafter as
Arbolarios) were born. All the foregoing petitioners were born well before the year 1951.
In 1946, the third child, Eduardo Baloyo, sold his entire interest in the lot to his sister, Agueda (first child), by virtue of a notarized document.
In 1951, a notarized declaration of heirship was executed by and between Agueda, Catalina, Gaudencia, and their brothers Eduardo and
Julian, who extrajudicially declared themselves to be the only heirs of the late spouses Anselmo Baloyo and Macaria Lirazan. The fourth
child, Gaudencia Baloyo, conveyed her interest in the said lot in favor of her two nieces, Irene Colinco to one-half (1/2) and Purificacion
Arbolario to the other half. Purificacion Arbolario was then allowed to take possession of a portion of the disputed parcel until her death
sometime in 1984 or 1985.
Respondents Irene Colinco, Ruth Colinco, Orpha Colinco, and Goldelina Colinco, believing themselves to be the only surviving heirs of
Anselmo Baloyo and Macaria Lirazan, executed a Declaration of Heirship and Partition Agreement, dated May 8, 1987 where they
adjudicated upon themselves their proportionate or ideal shares: Irene Colinco, to one-half (1/2); while the surviving daughters of her
(Irenes) late brother Antonio, namely Ruth, Orpha, and Goldelina Colinco, to share in equal, ideal proportions to the remaining half (1/2).
On October 2, 1987, the Colincos filed a case against Spouses Rosalita Rodriguez Salhay and Carlito Salhay, seeking to recover
possession of a portion of the aforesaid lot occupied by respondent spouses (Salhays hereinafter) since 1970. The Salhays alleged in their
defense that they have been the lawful lessees of the late Purificacion Arbolario since 1971 up to 1978; and that said spouses allegedly
purchased the disputed portion of Lot from the deceased lessor sometime in September 1978.
On May 9, 1988 before the case was tried the Arbolarios and spouses Carlito Salhay and Rosalita Rodriguez Salhay (all respondents in the
case) filed another case [f]or Cancellation of Title with Damages. The Arbolarios, joined by the Salhays, contend that the Declaration of
Heirship and Partition Agreement executed by the Colincos was defective and thus voidable as they (Arbolarios) were excluded therein.
The Arbolarios claim that they succeeded intestate to the inheritance of their alleged half-sister, Purificacion Arbolario; and, as forced heirs,
they should be included in the distribution of the aforesaid lot.
(Relevant) ISSUE:
(1) WoN Arbolarios are illegitimate children
HELD:
(1) YES, they are illegitimate.** There is no solid basis for the argument of petitioners that Juan Arbolarios marriage to Francisca
Malvas was valid. It does not follow that just because his first wife has died, a man is already conclusively married to the woman
who bore his children. A marriage certificate or other generally accepted proof is necessary to establish the marriage as an
undisputable fact. Since they failed to prove the fact (or even the presumption) of marriage between their parents, Juan Arbolario
and Francisca Malvas; hence, they cannot invoke a presumption of legitimacy in their favor. Paternity or filiation, or the lack of
it, is a relationship that must be judicially established.
NOTES:
FACTS:
1. respondent Francisco Provido filed a petition for the probate of the Last Will and Testament of the late Soledad
Provido Elevencionado
a. ALLEGATION: he was the heir of the decedent and the executor of her will.
b. RTCs RULING: allowed the probate of the will and directed the issuance of letters testamentary to
respondent
2. Petitioners after 4 months filed a motion for the reopening of the probate proceedings
a. CLAIMs:
1) they are the intestate heirs of the decedent.
2) RTC did not acquire jurisdiction over the petition due to non-payment of the correct docket
fees, defective publication, and lack of notice to the other heirs.
3) will could not have been probated because:
a) the signature of the decedent was forged;
b) the will was not executed in accordance with law, that is, the witnesses failed to sign
below the attestation clause;
c) the decedent lacked testamentary capacity to execute and publish a will;
d) the will was executed by force and under duress and improper pressure;
e) the decedent had no intention to make a will at the time of affixing of her signature; and
f) she did not know the properties to be disposed of, having included in the will properties
which no longer belonged to her.
b. RTCs Ruling: denied motion
1) petitioners were deemed notified of the hearing by publication and that the deficiency in the
payment of docket fees is not a ground for the outright dismissal of the petition.
2) RTCs Decision was already final and executory even before petitioners filing of the motion to
reopen
3. Petitioners filed a petition to annule RTCs decision
a. CLAIM: there was a compromise agreement between petitioners and respondents and they learnt the
probate proceeding only in July 2001
b. CAs RULING: petition dismissed
1) no showing that petitioners failed to avail of or resort to the ordinary remedies of new trial,
appeal, petition for relief from judgment, or other appropriate remedies through no fault of their
own
ISSUE: W/N the allowance of the will to probate should be annulled for failure to mention the petitioners as parties
HELD: No
1. Probate of a will is considered action in rem
a. Under the Rules of Court, any executor, devisee, or legatee named in a will, or any other person
interested in the estate may, at any time after the death of the testator, petition the court having
jurisdiction to have the will allowed.[36] Notice of the time and place for proving the will must be
published for three (3) consecutive weeks, in a newspaper of general circulation in the province, [37] as
well as furnished to the designated or other known heirs, legatees, and devisees of the testator
b. Petitioners became parties due to the publication of the notice of hearing
2. The filing of motion to reopen is similar to a motion for new trial
a. The ruling became final and executor because the motion was filed out of time
b. Given that they knew of the decision 4 months after they could have filed a petition for relief from
judgment after the denial of their motion to reopen.
3. petition for annulment of judgment must still fail for failure to comply with the substantive requisites,
a. An action for annulment of judgment is a remedy in law independent of the case where the judgment
sought to be annulled was rendered
b. PURPOSE: to have the final and executory judgment set aside so that there will be a renewal of
litigation.
c. 2 Grounds: extrinsic fraud, and lack of jurisdiction or denial of due process
d. An action to annul a final judgment on the ground of fraud lies only if the fraud is extrinsic or collateral in
character
i. Extrinsic if it prevents a party from having a trial or from presenting his entire case to the court,
or where it operates upon matters pertaining not to the judgment itself but to the manner in
which it is procured.
4. notice is required to be personally given to known heirs, legatees, and devisees of the testator
a. the will states that the respondent was instituted as the sole heir of the decedent thus he has no legal
obligation to mention petitioners in the petition for probate or personally notify them
FLEUMER v. HIX
54 Phil 610
FACTS:
The petitioner is a special administrator of the estate of Edward Hix. He alleged that the
latters will was executed in Elkins, West Virginia on November 3, 1925 by Hix who had his
residence in that jurisdiction, and that the laws of that state govern. To this end, the
petitioner submitted a copy of Section 3868 of Acts 1882, as found in West Virginia
Code and as certifi ed to by the Director of National Library. The Judge of the First
Instance however denied the probate of the will on the grounds that Sec 300 and 301 of
the Code of Civil Procedure were not complied with. Hence, this appeal.
ISSUE:
RULING:
Yes.
The laws of the foreign jurisdiction do not prove themselves in our courts. The courts of the
Philippine Islands are not authorized to take judicial notice of the laws of the various states
of the American Union. Such laws must be proved as facts. Here the requirements
of the law were not met. There was no showing that the book from which an extract was
taken was printed or published under the authority of the state of West Virginia, as
provided in Sec 30 of the Code of Civil Procedure. Nor was the extract from the law attested
by the certificate of the officer having charge of the original, under the seal of the State
of West Virginia as provided in Sec 301. No evidence was introduced showing that
the extract from the laws of West Virginia was in force at the time alleged will was
executed. The court therefore did not err in denying the probate of the will. The existence
of such law in West Virginia must be proved.
Ancheta vs. Guersey-Dalaygon, GR No. 139868 June 8, 2006
Facts:
2 American citizens have resided in the Philippines. They have an adopted daughter. The
wife died and left a will where she left her entire estate to her husband. 2 years after the
wife's death, the husband married a Candelaria. 4 years after, Richard died and left a will
where he left his entire estate to Candelaria except for some of his shares in a company
which he left to his adopted daughter. Audreys will was admitted to probate in CFI Rizal.
Inventory was taken on their conjugal properties. Ancheta, as the administrator, filed for a
partition of the first wife's estate. The will was also admitted in a court in her native land
(Maryland).
Issue: Whether or not the properties in issue should be governed by the law where the
property is situated
Ruling:
Yes, properties in issue should be governed by the law where the property is situated.
However, since the first wife is a foreign national, the intrinsic validity of her will is
governed by her national law. The national law of the person who made the will shall
regulate whose succession is in consideration whatever the nature of the property and
regardless of the country where the property maybe found (Art 16 CC). The first wife's
properties may be found in the Philipppines, however the successional rights over those
properties are governed by the national law of the testator.