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SPECIAL PROCEEDINGS
(Part One)
INTRODUCTION
2
the Corporation Code (BP Blg. 68) has been
transferred to the SEC.; and ( 2.) family
homes are deemed constituted in the dwelling
house and lot from the time it is occupied as a
family residence and continues to be such so
long as any of its beneficiaries reside therein.
(Art. 153, Family Code).
Other
laws
proceedings
applicable
to
special
1.
2.
3.
4.
3
Article 390 of the Civil Code states:
After an absence of seven years, it being
unknown whether the absentee still lives, he
shall be presumed dead for all purposes,
except for those of succession. The absentee
shall not be presumed dead for the purpose of
opening his succession till after an absence of
ten years. If he disappeared after the age of
seventy-five years, an absence of five years
shall be sufficient in order that his succession
may be opened.
(1) A person
during a sea voyage,
missing, who has not
years since the loss
plane;
*****
EXTRA JUDICIAL SETTLEMENT
OF ESTATE OF DECEASED PERSONS
Extrajudicial Settlement, how made.
The estate of a deceased person may be
settled extra-judicially by agreement among all
the heirs in a public instrument, or in case
there is only one heir, by means of an affidavit
of self-adjudication, filed with the office of the
register of deeds where the estate is located;
provided that, the decedent left no will and no
debts, and the heirs are all of legal age. If an
heir is a minor or an incompetent, he shall be
represented by his or her judicial or legal
representatives duly authorized for the
purpose. If the heirs cannot agree, they may
resort to an ordinary action for partition.
C O M M E N T S
4
What is the nature of an extrajudicial
settlement of the estate of a deceased
person?
An extrajudicial settlement is a contract,
and it is a well-entrenched doctrine that the
law does not relieve a party from the effects of
a valid contract.
In the construction or
interpretation of an instrument the intention of
the parties is primordial and should be pursued
What are the modes of extrajudicial
settlement of the estate of a deceased
person?
1. Where there are two or more heirs,
by agreement of all the heirs in a public
instrument filed with the office of the register
of deeds where the estate is located; or
2. Where there is only one heir, by
means of an affidavit of self adjudication also
filed with the office of the register of deeds
where the estate is located.
What are the requisites of an extra
judicial settlement of the estate of a
deceased person?
1. The decedent died without leaving a
will and had no debt at the time of his death;
2. That the heirs are all of legal age, the
minors or incompetents, if there are any, are
represented
by
their
judicial
or
legal
representatives duly authorized for that
purpose;
3. The heirs agree to divide the entire
estate among themselves as they see fit;
4. If there are two or more heirs their
agreement must be reduced in a public
instrument filed with the office of the proper
register of deeds; or where the decedent is
survived by only one heir, he may adjudicate
the entire estate to himself by means of an
affidavit of adjudication also filed with the
office of the proper register of deeds;
5. If the surviving heirs could not agree
on how the entire estate should be divided
among themselves, they may do so in an
ordinary action for partition. But even during
the pendency of such action, the heirs may, by
stipulation, agree on how the entire estate
should be divided among themselves;
Venue, Bond and Publication. Simultaneous with the filing of the public
instrument or the affidavit of selfadjudication in the office of the register of
deeds, the heirs shall post a bond, in an
amount equivalent to the value of the
personal property involved, as certified
under oath by the parties concerned and
conditioned upon the payment of any just
claim that may be filed under Section 1 of
this rule.
After which, the fact of
extrajudicial
settlement,
particularly
describing the properties and the parties
involved, shall be published once a week
for
three
consecutive
weeks in
a
newspaper of general circulation in the
place where the decedent resided at the
time of death or where the estate is
located, if the decedent was not a resident
of the Philippines. Only those persons who
have participated in, or had prior notice
of, the settlement shall be bound by the
extrajudicial agreement.
C O M M E N T S
The parties to such extrajudicial
settlement, whether by public instrument, or
by stipulation in apending action for partition,
or
by
affidavit
of
self-adjudication,
simultaneous with the filing of the instrument,
shall post a bond with the register of deeds, in
an amount equivalent to the value of the
personal property involved as certified under
oath by the party concerned and conditioned to
the payment of any claim filed under section 1
of Rule 74.
The fact of the extra judicial settlement
shall be published once a week for three
consecutive weeks in a newspaper of general
circulation in the province where the deceased
was a resident at the time of his death, or
where the estate is located if he was not a
resident of the Philippines
Why is extra judicial settlement preferred
over judicial settlement?
The reason is that judicial settlement is
always long and expensive. If all the
heirs
can agree among themselves how to divide and
partition the estate, judicial settlement would
be superfluous and unnecessary.
5
There must be a good reason to warrant
judicial settlement. For example, such good
reason could be that some persons pretending
to be heirs should be excluded in the
settlement.
6
On account of the nature of the
proceedings, an extra-judicial settlement of the
estate of a deceased person is not binding
upon the heirs or creditors who are not parties
therein or had no knowledge thereof.
The parties may vindicate their rights
either by proceeding against the estate, the
distributees or against the bond within the twoyear period prescribed in Section 4 of Rule 74,
or even thereafter provided the period for
prescription of actions has not expired. But
this time the aggrieve heir or creditor can no
longer proceed against the bond.
The provisions of Section 4 of Rule 74,
is applicable only (1) to persons who have
participated or taken part, or had notice of the
extra judicial partition, and in addition, (2)
when the provisions of said section have been
strictly complied with, that is, all heirs of the
decedent have taken part in the extra judicial
settlement or are represented by themselves
or through guardians.
Section 4 is not a
statute of limitation and a bar of action against
third persons. It is only a bar against the
parties who have taken part in the extra
judicial proceedings, but not against third
persons not parties thereto.
Suppose after the
two-year period
prescribed under Section 4 of Rule 74 has
elapsed, an heir who has been unduly
deprived in the partition of his lawful
share or participation in the estate of the
deceased, appeared.
How should such
heir act to protect his right under the
circumstances?
The said heir should initiate the proper
court action before the court having jurisdiction
to rescind or annul the partition, pursuant to
Article 1098 of the Civil Code, which provides,
A partition, judicial or extra judicial, may be
rescinded on account of lesion, when any one
of the co-heirs received things whose value is
less, by at least one-fourth, than the share to
which he is entitled, considering the value of
the things at the time they were adjudicated.
And the action for rescission on account of
lesion shall prescribe after four years from the
time the partition is made.
Supposed prior to his death, D sold one
of his three parcels of land to P.
Subsequently, D died. His three heirs,
*****
JUDICIAL SETTLEMENT OF ESTATE
OF DECEASED PERSONS
INTRODUCTION:
Succession is a mode of acquisition by
virtue of which the properties, rights and
obligation to the extent of the value of the
inheritance, of a person are transmitted
through his death to another or others, either
by his will or be operation of law. Succession
is testamentary if made by will executed in the
form required by law, or legal or intestate
where the deceased died leaving no will and,
thus, succession is effected by operation of
law, or mixed where it is effected partly by will
and partly by operation of law.
Although the rights to succession are
transmitted from the moment of death, what
are transmitted are merely the rights. The
actual transfer of the properties and the
obligations left by the deceased does not take
place simply because of death, but by the
observance of certain procedural requisites.
RULE 75 - JUDICIAL SETTLEMENT
Section 1. Modes of judicial settlement.
If the decedent left a will, the estate shall
be settled through testate proceedings.
Otherwise, it shall be settled through
intestate
proceedings.
Testate
proceedings shall always prevail over
intestate settlement.
C O M M
E N T S
or the Municipal Trial Court has exclusiveoriginal jurisdiction over probate proceedings,
testate or intestate.
What is the scope of the jurisdiction of
probate courts?
As a rule probate courts have limited,
special and exclusive jurisdiction on probate
matters, which have to do only with the
settlement of the estate of deceased persons,
testate or intestate.
The probate court,
generally, has no jurisdiction to determine
questions of ownership which may arise in the
course of the settlement proceedings.
However, not covered by this general
rule are:
(1) where all the heirs of the
deceased consented to submit the issue of
ownership to the probate court and no interest
of third person is prejudiced; (2) where, in a
provisional manner, the court determines what
property should be included or excluded from
the inventory, without prejudice to the final
determine of the issue of title in a separate
action;
(3) where the question is one of
collation or advancement which is to be
determined in the distribution of the net
remainder of the estate; and (4) to determine
whether the property is conjugal.
What is a will?
A will has been defined as a personal,
solemn, revocable and free act by which a
capacitated person disposes of his properties,
rights, and directs compliance with his
obligations, to take effect after his death.
A will is an act whereby a person is
permitted, with the formalities prescribed by
law, to control to a certain degree the
disposition of his estate, to take effect after his
death.
The probate of a will is mandatory.
What are the types of wills recognized in
the Philippines?
1. Notarial wills Those which are executed in
the form prescribed in Articles 805 and 806 of
the Civil Code and acknowledged before a
notary public by the testator and his
instrumental witnesses.
8
2. Holographic will - Refers to one which is
entirely written, dated and signed by the hand
of the testator. It is subject to no other form
and may be made in or out of the Philippines,
and which need not be witnessed.
Why is probate of a will, whether notarial
o holographic, mandatory?
Because article 838 of the Civil Code
mandates, No will shall pass either real or
personal property unless proved and allowed in
accordance with the Rules of Court.
What is the effect of probate of a will?
Subject to the right of appeal, the probate or
allowance of a will is conclusive only as to its
due execution.
Hence, the sole issue in
probate of a will is focused only on its extrinsic
validity, that is, (1) its due execution; (2) the
testamentary capacity of the testator; and (3)
the compliance with the requisites and
solemnities prescribed by law. The probate
court at this stage of the proceeding is not
called upon to look into the intrinsic validity of
the will, meaning, the validity or efficacy of the
dispositions made in the will by the testator,
which shall the subject of subsequent and
separate proceedings after the will has been
probated or allowed by the court.
Does the rule that in probate of a will the
court is not called upon to look into its
intrinsic validity, absolute and accept no
exception?
No. Where on its face it clearly appears that
the will is a complete nullity, as where there is
a clear preterition of heir, the probate court
may at once rule upon the intrinsic validity of
such will, without passing on its extrinsic
validity.
This exception is based on the
practical consideration, of what would be the
used to taking up the extrinsic validity of such
will when at the end of the proceedings such
will would be declared null and void on account
of such preterition.
Section 2. How initiated; venue. - Testate
proceedings shall be initiated by filing a
petition for the probate of the will, or in
intestate proceedings with the filing of a
petition for letters of administration. If
the decedent was a resident of the
Philippines, it shall be filed in the proper
court where the decedent resided at the
9
PROBLEM: Pedro Santos was a proprietor
and operator of a bakery business in
Angeles City. He used the ground floor of
his house in conducting his bakery
business, and the second floor as his ad
his familys living quarters. As the health
of Pedro deteriorated due to old age, his
son Miguel invited him to live in Miguels
house in Quezon City, which is just tenminute drive to the hospital where Pedro
was advised to report once a week for
medical chick-up. Because of the rigors of
commuting between Angeles City and
Quezon City, Pedro accepted the invitation
of his son Miguel. Thus, Pedro and his
wife transferred to Quezon and stayed in
the house of Miguel.
Three months
afterwards, Pedro suffered a serious
stroke which caused his death, before he
could be brought to the hospital. Pedro
was a man of means and left substantial
estate.
QUESTION:
Where should his
estate be settled, in the RTC of Quezon
City where he was actually staying at the
time of his death, or in the RTC of Angeles
City where he had his residence before his
demise?
In the case of Jao vs. Court of Appeals,
the Supreme Court held:
In determining
residence at the time of death, the following
factors must be considered, namely, the
decedent had: (a) capacity to choose and
freedom of choice; (b) physical presence at the
place chosen; and (c) intention to stay therein
permanently.
According to the Supreme Court in the same
case of Jao, the
term resides connotes
actual residence as distinguished from legal
residence or domicile.
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. 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.
10
thereof be paid in the settlement of the estate
of the deceased spouse, or if both are
deceased, in the settlement proceedings of
either.
May an action for recovery of money
chargeable against the conjugal partershi
be brought against the surviving spuse?
No action may be maintained against
the surviving spouse for recovery of debt
chargeable against the conjugal partnership.
The claim should be filed in the settlement
proceedings of the estate of the deceased
spouse.
Neither may the surviving spouse enter
into a contract novating the contract entered
into by both of them during the life time of the
deceased spouse.
May the probate court determine who are
the lawful heirs of the deceased?
A declaration of heirship cannot be
made in an ordinary civil action, such as in an
action for reconveyance. Such declaration of
heirship should be made in a special
proceeding, where establishment of a status or
right of a party or of a particular fact is the
only matter involved.
But an action for
quieting of title is a special proceeding
governed by Rule 63 of the Rules of Court on
declaratory relief and similar remedies. Land
registration cases are special proceedings
because the concept of a cause of action in
ordinary civil actions does not apply.
The probate court has the power to
determine questions who are the heirs of the
deceased entitled to participate in the
inheritance.
Section 3. Summary settlement. Subject
to the law on jurisdiction of courts,
whenever the gross value of the estate
does not exceed one million
(PhP1,000,000.00) pesos, or two millions
(PhP2,000,000.00) pesos in Metro Manila
and other highly urbanized cities, the
intestate proceedings shall be summary,
which shall be initiated by the filing of a
petition before the proper court. (This was
proposed in the revision of the rules on Apecial
Proceedings.)
take
11
N.B.:
(a) This is based on the opening
phrase of Section 3 of this Rule:
Subject to the law on
jurisdiction of courts ...
(b) The Metropolitan/Municipal Trial
Court has original exclusive
jurisdiction
in
probate
proceedings, testate of intestate,
where the gross value of the
estate
does
not
exceed
PhP100,000.00, or in Metro
Manila PhP200,000.00.
State the procedural
summary settlement.
steps
taken
in
12
*****
R U L E 76 - TESTATE PROCEEDINGS
Section 1.
Probate of a will,
mandatory;
Conclusive
as
to
its
execution. No will shall pass either real or
personal estate unless it is proved and
allowed in the proper court. Subject to
the right of appeal, such allowance of the
will shall be conclusive as to its due
execution.
Section 2. Custodian of will, to
deliver. The person who has custody of a
will shall, within twenty (20) days after
he knows of the death of the testator,
deliver the will to the court having
jurisdiction, or to the executor named in
the will.
Section 3. Executor to present will
and accept or refuse the trust. A person
named as executor in a will, shall within
twenty (20) days after he knows of the
death of the testator, or within twenty
(20) days after he knows that he is named
executor if he obtained such knowledge
after the death of the testator, present
such will to he court having jurisdiction,
unless the will reached the court in any
other manner, and shall, within such
period, signify to the court in writing his
acceptance of the trust or his refusal to
accept it.
Section 4. Custodian and executor subject
to fine for neglect. A person who neglects
any of the duties required in the two
preceding sections without excuse
satisfactory to the court shall be fined not
exceeding two thousand pesos.
Section 5. Person retaining will
may be committed. A person having
custody of a will after the death of the
testator who neglects without reasonable
cause to deliver the same, when ordered
so to do, to the court having jurisdiction,
may be committed to prison and there
kept until he delivers the will.
C O M M E N T S
NOTE: Failure to attached the original
of the will to the petition is not fatal, if the will
is to be produced in evidence.
It is not
*****
RULE 77
ALLOWANCE OF WILL PROVED OUTSIDE
OF
THE
PHILIPPINES
AND
ADMINISTRATION
OF
ESTATE
THEREUNDER
Section 1. Will proved outside
Philippines may be allowed here.
Wills
13
proved and allowed in a foreign country,
according to the laws of such country,
may be allowed, filed, and recorded by the
proper Regional Trial Court in the
Philippines.
C O M M E N T S
C O M M E N T
14
2.
The letters shall cover only the
testators estate in the Philippines.
Such letters have no extra-territorial
effect.
3. Liquidation proceedings shall follow,
that is, payment of just debts and
expenses of administration.
4. The residue shall be disposed of as
provided by the law of the country of
the testator in cases of the estate in the
Philippines, particularly the order of
succession,
the
amount
of
the
successional rights and the intrinsic
validity of the provisions of the Will.
*****
R U L E 78 - LETTERS TESTAMENTARY
AND OF ADMINISTRATION WHEN AND TO
WHOM ISSUED
Section 1. Who are incompetent to
serve as executor or administrator. No
person is competent to serve as executor
or administrator who:
(a) Is a minor;
(b) Is not a resident of the
Philippines; and
(c) Is in the opinion of the court
unfit to execute the duties of the trust by
reason of drunkenness, improvidence,
want of understanding or integrity, or by
reason of conviction of an offense
involving moral turpitude;
(d)
C O M M E N T S
Differentiate letters testamentary from
letters of adminstration
Letters testamentary is granted by the
probate court to the executor named in the Will
who is qualified, accepts the trust and post a
bond, unless excused by the testator in the
15
for thirty (30) days after the death of the
person to apply for administration or to
request that administration be granted to
some other person, it may be granted to
one or more of the principal creditors if
competent and willing to serve;
(c)
If there is no such creditor
competent and willing to serve, it may be
granted to such other person as the court
may select.
C O M M E N T S
Section 6 of Rule 78 provides the order
of preference in the appointment of an
administrator and categorically seeks out the
surviving spouse, the next of kin and the
creditors, and requires that the order of
preference be observed in appointing an
administrator. It would be a grave abuse of
discretion for the probate court to imperiously
set aside and insouciantly ignore that directive
without any valid and sufficient reason therefor.
Nonetheless, the order of preference set
out in Section 6 of Rule 78 in the appointment
of an administrator of an estate is not absolute
for
it
depend
attendant
facts
and
circumstances of each case, Jurisprudence has
long held that the selection of administrator
lies in the sound discretion of the trial court.
What does the term next of kin, as used in
Section 6 of Rule 79, signify?
The term next of kin as used in
Section 6 of Rule 76, has been defined as those
persons who are entitled under the statute of
distribution to the decedents property.
Why
is
the
appointment
administrators prepared?
of
co-
*****
R U L E 79 - OPPOSING ISSUANCE OF
LETTERS TESTAMENTARY, PETITION AND
CONTEST FOR LETTERS OF
ADMINISTRATION
Introductory Statement
As a rule judicial settlement of the
intestate estate of a decedent is not favored,
because the process is tedious, complicated
and expensive. However, there are instances
where judicial settlement of an intestate estate
cannot be avoided. These instances are:
1. Where the petition for probate of a
Will is denied. In which case, the proceeding is
converted and continued as a judicial
settlement of an intestate estate;
2. Where the decedent died without
leaving a Will and his estate is
saddled
with
outstanding
obligations;
3.
Although the estate has no
unpaid debts, if the heirs have good
reasons
to
resort
to
judicial
settlement of the intestate estate;
4.
Where the testator failed to
dispose in his Will his entire estate,
the undisposed portion shall be
settled
by
intestate
estate
proceedings.
Section 1.
Opposition to issuance of
letters
testamentary.
Simultaneous
petition for administration. Any person
interested in a Will may state in writing
the grounds why letters testamentary
should not issue to the person named
therein as executors, or any of them, and
16
the court, after hearing upon notice, shall
pass upon the sufficiency of such grounds.
A petition may, at the same time, be filed
for letters of administration with the Will
annexed.
C O M M E N T S
When a petition for probate of a Will has
been filed, Section 1 of Rule 79 authorizes a
person interested in the estate, not only to
challenge the qualifications of the person
nominated therein as executor, but at the same
time and in anticipation of such disqualification,
file a petition for administration with the Will
annexed. The court will, thus, have two
petitions pending before it. In the event the
nomination of the executor is approved by the
court with the issuance of letters testamentary
to him. the petition for administration with the
Will annexed must necessarily be denied.
Otherwise, letters of administration will issue to
qualified person.
Testate proceedings take precedence
over intestate proceedings.
Hence, if an
intestate proceedings has been commenced
but in the course thereof a will is discovered, a
separate testate proceedings should be
instituted by appropriate motion filed in the
same court. Should allowance of the will be
denied, the proceedings shall continue as an
intestacy.
Otherwise, the proceeding is
converted from intestate to testate proceeding.
Section 2. Contents of petition for letters
of administration. A petition for letters of
administration must be filed by an
interested person and must show, so far
as known to the petitioner:
(a) The jurisdictional facts;
(b) The names, ages, and residence
of the creditors of the decedent;
(c)
The probable value and
character of the property of the estate;
(d) The name of the person for
whom letters of administration are
prayed.
But no defect in the petition shall
render void the issuance of letters of
administration.
C O M M E N T S
What are the jurisdictional facts alluded to
under Section 1 of Rule 79?
The jurisdictional facts alluded to
are: (1) the death of the testator; and (2)
the estimated value and character of the
property of the estate.
NOTE:
What is being contested
under this Rule is not the extrinsic validity
of the Will, but the qualification of the
executor named therein.
Is lack of interest on the part of the peron
filing the petition a jurisdictional defect?
Lack of interest on the part of the
petitioner for probate of the Will or for letters
of administration does not fall within the
enumeration of jurisdictional facts. The fact
that the petitioners is not an interested person,
within the meaning contemplated of such term,
is therefore not a ground for dismissal on
jurisdictional ground, but rather such lack of
interest simply connotes lack of capacity to
institute the proceedings.
In order to be a party, a person must have
material and direct interest, not one that is
only indirect or contingent. Hence, when the
right of a claimant is dependent on the
disallowance of the second Will and the
incapacity of the legatees instituted by the
testator in his first Will to inherit, such
contingent interest does not make the claimant
an interested party.
Section 3. Court to set time for
hearing. Notice thereof. When a petition
for letters of administration is filed in the
court having jurisdiction, such court shall
fix a time and place for hearing the
petition, and shall cause notice thereof to
be given to the known heirs and creditors
of the decedent, and to any other persons
believe to have an interest in the estate,
in the manner provided in Sections 3 and
4 of Rule 76.
17
C O M M E N T S
Where no notice, as required by
Section 3 of Rule 79. has been given to
persons believed to have an interest in the
estate of the deceased person, the
proceeding for the settlement of the
estate is void and should be annulled. The
requirement as to such notice is essential
to the validity of the proceeding in order
that no person may be deprived of his
right to the property without due process
of law.
Section 4. Opposition to petition
for administration. Any interested person
may, by filing a written opposition,
contest the petition on the ground of
incompetency of the person for whom
letters are prayed therein, or on the
ground of the contestants own right to
the administration, and may pray that
letters issue to himself, or to any
competent person or persons named in
the opposition.
Section 5. Hearing and order for letters to
issue.
At the hearing of the petition. it
must first be shown that notice has been
given as herein-above required, and
thereafter the court shall hear the proofs
of the parties in support of their
respective allegations, and if satisfied that
the decedent left no Will, or that there is
no competent and willing executor, it shall
order
the
issuance
of
letters
of
administration to the party best entitled
thereto.
Section 6.
When letters of
administration granted to any applicant.
Letters of administration may be granted
to any qualified applicant, though it
appears that there are other competent
persons having better right to the
administration, if such person fail to
appear when notified and claim the
issuance of letters of administration.
SOME ADDITIONAL COMMENTS
As a rule the initial authority of the
probate court is restricted and limited to
the determination only of the extrinsic
validity of the will. The intrinsic validity of
the Will shall be considered after its
extrinsic validity has been settled.
18
heard of for four years since the lost of
the vessel or airplane;
2. A person in the armed forces
who has taken part in war, and has
been missing for four years;
3.
*****
RULE 80 - SPECIAL ADMINISTRATOR
Section 1.
Appointment of special
administrator. When there is delay in granting
letter testamentary or of administration by any
cause including an appeal from the allowance
or disallowance of a Will, the court may appoint
a special administrator to take possession and
charge of the estate of the deceased until the
questions causing the delay are decided and
executors or administrators appointed.
C O M M E N T S
What is the accepted concept of a special
administrator?
A special administrator has been defined
as the temporary representative of the
decedent appointed by the probate court to
care for and preserve his estate until an
executor or regular administrator is appointed.
When appointed, a special administrator is not
regarded as an agent or representative of the
parties suggesting the appointment.
The selection or removal of special
administrator is not governed by the rules
regarding the selection or removal of regular
administrator. The probate court may appoint
or remove special administrator based on
grounds other than those enumerated in the
Rules, at its discretion.
What justifies the appointment
special administrator?
of
19
A special administrator may also be appointed
where the executor or regular administrator
has a claim against the estate he represents.
However, the powers and duties of the special
administrator under these circumstances is coterminus with the resolution of the claim of the
executor or regular administrator.
Is notice and publication jurisdictional in
the
appointment
of
a
special
administrator?
The Supreme Court held that notice by
publication of the petition for appointment of a
special
administrator
is
a
jurisdictional
requirement that must be observed in
accordance with the mandate of the Rules of
Court.
But suppose some of the properties of the
estate
are
perishable
goods,
will
the
pronouncement of the Supreme Court is the
case of De Guzman v. Angeles should still be
observed?
The Supreme Court did not squarely address
the issue where there is an urgent necessity,
such as dissipation of the estate, to appoint a
special administrator immediately without
notice. As held by the Supreme Court in the
case of De Guzman vs. Guadiz the object for
appointment of a special administrator is to
preserve the estate until it can pass into the
hands of a person fully authorized to preserve
it for the benefit of the heirs and creditors.
This objective will likely be defeated if notice by
publication is held to be jurisdictional even in
the appointment of special administrator.
Under such situation, it is believe that the
probate court should exercise its sound
judgment to carry out the basic objective of
the law and justice pursuant to the second
portion of Section 6 of Rule 135, which states,
xxx and if the procedure to be followed in the
exercise of such jurisdiction is not specifically
pointed out by law or by these rules, any
suitable process or mode of proceeding may be
adopted which appears conformable to the
spirit of said law or rules.
20
C O M M E N T S
What are the functions and obligations of
a special administrator?
A special administrator has the following
powers and duties:
1. To take possession and charge of the
goods, chattels, rights, credits and estate of
the deceased;
2. To preserve them for the executor or
regular administrator afterwards appointed;
3. To commence and maintain suits as
administrator;
4. To sell such perishable and other
properties as may be ordered by the court;
5. To pay the debts of the deceased if
ordered by the court;
6.
To render an inventory of the
properties of the estate as may have come to
his hands or to his knowledge;
7.
To render an accounting of his
administration at the end thereof;
8. He may be made defendant in a suit
against the estate where the creditor would
suffer the adverse effects of the statute of
limitations;
9. A mortgagee may bring an action for
foreclosure of a mortgage on a property of the
estate against the special administrator.
Section 3.
When power of special
administrator cease. Transfer of effects.
Pending suits. When letters testamentary
or of administration are granted on the
estate of the deceased, the powers of the
special administrator shall cease, and he
shall forthwith deliver to the executor or
administrator the goods, chattels, money
and estate of the deceased in his hands.
The executor or administrator may
prosecute
to
final
judgment
suits
commenced by such special administrator.