DEFENDANT, by counsel, respectfully submits her Pre-Trial Brief, as follows: I. WILLINGNESS TO ENTER INTO AN AMICABLE SETTLMENT 1. Subject to a concrete proposal that is fair and reasonable, defendant is open to the possibility of amicably settling this dispute. 2. Defendant respectfully submits that the desired terms of any amicable settlement would involve, first, a clarification of the actual extent of any obligation due and owing to plaintiff and, second, a schedule of payments. II. BRIEF STATEMENT OF CLAIMS AND DEFENSES 1. Plaintiff seeks principally to recover P500,000.00 with interest at 1% per month from November 2015 until whole obligation is paid arising from a promissory note allegedly executed by defendant on October 12, 2015. 2. Defendant resists plaintiff’s claim on the basis of a subsequent verbal agreement made between the parties on August 29, 2016 whereby plaintiff acceded to defendant’s proposed arrangement, under which plaintiff is to receive 25% of defendant’s monthly net profits from her fish-vending business until her debt, covering P500,000.00 plus interest, is fully paid. 3. Defendant also interposed a compulsory counterclaim for P80,000 as attorney’s fees. III. FACTS AND OTHER MATTERS ADMITTED BY THE PARTIES 1. Defendant admits the genuineness and due execution of the promissory note attached to plaintiff’s complaint but maintains that she is not liable for the plaintiff’s claim of P500,000.00 plus interest, precisely because the parties agreed to an arrangement modifying the terms by which payment is to be made. IV. PROPOSED STIPULATION OF FACTS Defendant proposes the following stipulation of facts: 1. That plaintiff and defendant are childhood friends; 2. That defendant approached plaintiff on October 12, 2015 to borrow P500,000 to be used as capital for her planned fish-vending business; 3. That defendant’s business venture did not earn well and suffered losses in the months following the loan, rendering her unable to pay plaintiff on due date (October 12, 2016); 4. That on August 29, 2016, defendant told plaintiff of her plight as well as her inability to pay on due date and proposed instead to pay plaintiff every month, 25% of defendant’s monthly net profits from her business until her debt is fully paid. Plaintiff verbally agreed to defendant’s proposed arrangement. Since plaintiff was a good friend to defendant, the latter relied on the former’s verbal commitment and deemed it unnecessary to put their subsequent agreement in writing; and 5. That plaintiff received payment for the months of September and October 2016, pursuant to their new arrangement, evidenced by two acknowledgment receipts signed by the plaintiff. V. ISSUES TO BE TRIED Defendant submits that the following issues are subject to proof: 1. Whether or not plaintiff is entitled to his claim. 2. Whether or not defendant’s refusal to pay plaintiff’s claim is justified. 3. Whether or not plaintiff was justified in filing this suit, thereby compelling defendant to litigate. VI. EVIDENCE Defendant intends to present the following witness: 1. Defendant herself, who will testify on the true circumstances leading to the filing of this suit against her. Defendant intends to present the following documentary evidence: 2. Two acknowledgment receipts dated September 30, 2016 and October 31, 2016 representing defendant’s payment to plaintiff for the months of September and October, pursuant to their new arrangement, to serve as corroborative evidence to the existence of the verbal agreement between the parties on August 29, 2016. VII. RESORT TO DISCOVERY Defendant intends to avail of a Request for Admission for the plaintiff to admit the existence of the August 29, 2016 verbal agreement between her and defendant modifying the terms by which defendant was to pay off her loan as well as the genuineness and due execution of the two acknowledgment receipts dated September 30, 2016 and October 31, 2016 representing defendant’s payment to plaintiff pursuant to their new arrangement. Respectfully Submitted. Pasig City, November 17, 2016.
ATTY. DYAN MARIE A. LUCERO
Counsel for Defendant 16th Floor, ABC Building, España Ave., Sampaloc, Manila IBP Lifetime No. 12345; 5/10/2018 PTR No. 12345; 1/10/2020 Roll of Attorney No. 2005-001023 MCLE Compliance No. III – 00088
Copy furnished: ATTY. RALPH AROMIN Counsel for Plaintiff Unit 925, iTower Building, 939 P. Noval St., Sampaloc, Manila