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Tan vs Del A final judgment rendered against the judicial administratrix of an intestate estate in a case where
Rosario she is plaintiff and the administratrix of another intestate estate is the defendant, in which she
seeks to secure an accounting of funds alleged to have been delivered in trust by the deceased
represented by the plaintiff administratrix to the other deceased represented by the defendant
administratrix, constitutes res judicata in another case where the heirs of the alleged donor are
plaintiffs and the administratrix of the supposed trustee is defendant, and in which the partition of
the same funds and the products thereof is sought between the heirs of both, under the same
allegation of trust, the alleged trustee being the adopted child of the donor.
Gatmaitan vs
Medina - 1960 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
that courts should guard with utmost zeal the estate of the decedent to the end that creditors be
adequately protected and rightful heirs assured of their shares in the inheritance.
The order of partial distribution appealed from is unwarranted. Firstly, because it was prematurely
issued, the period for the presentation of claims not having as yet elapsed; and secondly, because
no bond was fixed by the court as a condition precedent to the partial distribution ordered by it.
Lim vs CA Rules on ordinary civil actions apply to SPECPRO
Ventura vs Rule 17 Sec 3 on failure to prosecute = not RES JUDICATA on subsequent refiling of petition to
Ventura submit a will to probate - since submission of will to probate is imprescribtible
Section 3. Dismissal due to fault of plaintiff. — If, for no justifiable cause, the plaintiff fails to
appear on the date of the presentation of his evidence in chief on the complaint, or to prosecute
his action for an unreasonable length of time, or to comply with these Rules or any order of the
court, the complaint may be dismissed upon motion of the defendant or upon the court's own
motion, without prejudice to the right of the defendant to prosecute his counterclaim in the same
or in a separate action. This dismissal shall have the effect of an adjudication upon the merits,
unless otherwise declared by the court.
Matute vs CA Demurrer to Evidence = applicable in SPECPRO
After the plaintiff has completed the presentation of his evidence, the defendant may move for
dismissal on the ground that upon the facts and the law the plaintiff has shown no right to
relief. If his motion is denied he shall have the right to present evidence. If the motion is granted
but on appeal the order of dismissal is reversed he shall be deemed to have waived the right to
present evidence.
The jurisdictional amount is determined by the total value of the estate, not by the value of the
particular property or portion of the estate subject to administration, since the question of
administration is merely incidents to the principal proceeding for the settlement and distribution of
the whole estate.
The scope of a co-administrator's trust encompasses the entire estate and is co- extensive in effect
with those of the other administrators; consequently, the value of the entire estate should be the
proper basis of the jurisdictional amount irrespective of the value of the particular property or
assets of the estate which are the objects of a separate administration pending the settlement
proceedings.
Where a co-administrator is designated to administer a portion of the estate, he is no less an
administrator of the whole because his judicious management of a mere parcel enhances the value
of the entire estate, while his inefficient or corrupt administration thereof necessarily diminishes
the value of the whole estate. Moreover, when two or more administrators are appointed to
administer separate parts of a large estate they are not to discharge their functions in distant
isolation but in close cooperation so as to safeguard and promote the general interest of the entire
estate.
Sec. 6. When and to whom letters of administration granted. — If no executor is named in the
will, or the executor or executors are incompetent, refuse the trust, or fail to give bond, or a person
dies intestate, administration shall be granted:(a) To the surviving husband or wife, as the case
may be, or next of kin, or both, in the discretion of the court, or to such person as such surviving
husband or wife, or next of kin, requests to have appointed, if competent and willing to serve;(b)
If such surviving husband or wife, as the case may be, or next of kin, or the person selected by
them, be incompetent or unwilling, or if the husband or widow, or next of kin, neglects 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.
An "interested party," in estate proceedings, is one who would be benefited in the estate, such as
an heir, or one who has a claim against the estate, such as a creditor. Also, in estate proceedings,
the phrase "next of kin" refers to those whose relationship with the decedent is such that they are
entitled to share in the estate as distributees.
San Luis vs San From the foregoing, we find that Felicisimo was a resident of Alabang, Muntinlupa for purposes
Luis of fixing the venue of the settlement of his estate. Consequently, the subject petition for letters of
administration was validly filed in the Regional Trial Court0 which has territorial jurisdiction over
Alabang, Muntinlupa. The subject petition was filed on December 17, 1993. At that time,
Muntinlupa was still a municipality and the branches of the Regional Trial Court of the National
Capital Judicial Region which had territorial jurisdiction over Muntinlupa were then seated in
Makati City as per Supreme Court Administrative Order No. 3. 51 Thus, the subject petition was
validly filed before the Regional Trial Court of Makati City.
FRIANELA VS Nowhere in the petition is there a statement of the gross value of Moises's estate. Thus, from a
BANAYAD JR reading of the original petition filed, it cannot be determined which court has original and
exclusive jurisdiction over the proceedings. 18 The RTC therefore committed gross error when it
had perfunctorily assumed jurisdiction despite the fact that the initiatory pleading filed before it
did not call for the exercise of its jurisdiction. The RTC should have, at the outset, dismissed the
case for lack of jurisdiction. Be it noted that the dismissal on the said ground may be ordered motu
proprio by the courts. 19 Further, the CA, on appeal, should have dismissed the case on the same
ground. Settled is the doctrine that the issue of jurisdiction may be raised by any of the parties or
may be reckoned by the court, at any stage of the proceedings, even on appeal, and is not lost by
waiver or by estoppel.
Since respondents undisputedly failed to appeal from the Quezon City court's order of May 15,
1964 admitting the will to probate and appointing petitioner as executrix thereof, and said court
concededly has jurisdiction to issue said order, the said order of probate has long since become
final and can not be overturned in a special civil action of prohibition.
DE BORJA VS CFI in its capacity as a probate Court is clothed with a limited jurisdiction which cannot expand to
DE BORJA Collateral matters not arising out of or in anyway related to the settlement and adjudication of
the properties of the deceased for it is a settled rule that the jurisdiction of a probate Court is
limited and special. Although there is a tendency now to relax this rule and extend the
jurisdiction of the probate Court in respect to matters incidental and collateral to the exercise of its
recognized powers, this should be understood to comprehend only cases related to those powers
specifically allowed by the statutes.
A counterclaim for moral damages demanded by an administrator against the heirs for alleged
utterances, pleadings and actuations made in the course of a proceeding, is an extraneous matter in
a testate or intestate proceedings. The injection into the action of incidental questions entirely
foreign in probate proceedings should not be encouraged for to do otherwise would run counter to
the clear intention of the law.7)
RTC acting as a probate court exercises but limited jurisdiction, thus it has no power to take
cognizance of and determine the issue of title to property claimed by a third person adversely to
the decedent, unless the claimant and all other parties having legal interest in the property
consent, expressly or impliedly, to the submission of the question to the Probate Court for
adjudgment, or the interests of third persons are not thereby prejudiced.
Having been apprised of the fact that the property in question was in the possession of third parties
and more important, covered by a transfer certificate of title issued in the name of such third
parties, the respondent court should have denied the motion of the respondent administrator and
excluded the property in question from the inventory of the property of the estate. It had no
authority to deprive such third persons of their possession and ownership of the property
Moreover, following Section 48 of the Property Registry Decree which reads: SECTION 48.
Certificate not subject to collateral attack. — A certificate of title shall not be subject to collateral
attack. It cannot be altered, modified, or cancelled except in a direct proceeding in accordance
with law, petitioners' titles cannot, under probate proceedings, be declared null and void
Luy Lim vs CA Where the parcels of land are registered in the name of private respondent corporations, the
jurisprudence pronounced in BOLISAY vs. ALCID is of great essence and finds applicability,
thus: "It does not matter that respondent administratrix has evidence purporting to support her
claim of ownership, for, on the other hand, petitioners have a Torrens Title in their favor, which
under the law is endowed with incontestability until after it has been set aside in the manner
indicated in the law itself, which, of course, does not include, bringing up the matter as a mere
incident in special proceedings for the settlement of the estate of deceased persons.
We hold that if a property covered by Torrens Title is involved, the presumptive conclusiveness of
such title should be given due weight, and in the absence of strong compelling evidence to the
contrary, the holder thereof should be considered as the owner of the property in controversy until
his title is nullified or modified in an appropriate ordinary action, particularly, when as in the case
at bar, possession of the property itself is in the persons named in the title. . . ." A perusal of the
records would reveal that no strong compelling evidence was ever presented by petitioner to
bolster her bare assertions as to the title of the deceased Pastor Y. Lim over the properties.
Inasmuch as the real properties included in the inventory of the estate of the late Pastor Y. Lim are
in the possession of and are registered in the name of private respondent corporations, which
under the law possess a personality separate and distinct from their stockholders, and in the
absence of any cogency to shred the veil of corporate fiction, the presumption of conclusiveness
of said titles in favor of private respondents should stand undisturbed.
Natcher vs CA The Regional Trial Court in the instant case, acting in its general jurisdiction, was devoid of
authority to render an adjudication and resolve the issue of advancement of the real property in
favor of herein petitioner. In this case, the RTC of Manila was not properly constituted as a
probate court so as to validly pass upon the question of advancement made by the decedent to his
wife, herein petitioner. The petition was, therefore, dismissed.
Thus, under Section 2, Rule 90 of the Rules of Court, questions as to advancement made or
alleged to have been made by the deceased to any heir may be heard and determined by the court
having jurisdiction of the estate proceedings; and the final order of the court thereon shall be
binding on the person raising the questions and on the heir. While it may be true that the Rules
used the word "may", it is nevertheless clear that the same provision contemplates a probate court
when it speaks of the "court having jurisdiction of the estate proceedings".
Probate jurisdiction covers all matters relating to the settlement of estates (Rules 74 & 86-91) and
the probate of wills (Rules 75-77) of deceased persons, including the appointment and the removal
of administrators and executors (Rules 78-85). It also extends to matters incidental and collateral
to the exercise of a probate court's recognized powers such as selling, mortgaging or otherwise
encumbering realty belonging to the estate. Indeed, the rules on this point are intended to settle the
estate in a speedy manner, so that the benefits that may flow from such settlement may be
immediately enjoyed by the heirs and the beneficiaries. In the present case, the Motion for
Approval was meant to settle the decedent's obligation to respondent; hence, that obligation
clearly falls under the jurisdiction of the settlement court. To require respondent to file a separate
action — on whether petitioners should convey the title to Eliodoro Sr.'s share of the disputed
realty — will unnecessarily prolong the settlement of the intestate estates of the deceased spouses.
We read no such limitation. Section 8, Rule 89 of the Rules of Court, provides: "SECTION 8.
When court may authorize conveyance of realty which deceased contracted to convey. Notice.
Effect of deed. — Where the deceased was in his lifetime under contract, binding in law, to deed
real property, or an interest therein, the court having jurisdiction of the estate may, on application
for that purpose, authorize the executor or administrator to convey such property according to
such contract, or with such modifications as are agreed upon by the parties and approved by the
court; and if the contract is to convey real property to the executor or administrator, the clerk of
the court shall execute the deed.
Section 8, Rule 89 should be differentiated from Sections 2 and 4 of the same Rule, specifically
requiring only the executor or administrator to file the application for authority to sell, mortgage
or otherwise encumber real estate for the purpose of paying debts, expenses and legacies (Section
2); or for authority to sell real or personal estate beneficial to the heirs, devisees or legatees and
other interested persons, although such authority is not necessary to pay debts, legacies or
expenses of administration (Section 4). Section 8 mentions only an application to authorize the
conveyance of realty under a contract that the deceased entered into while still alive. While this
Rule does not specify who should file the application, it stands to reason that the proper party
must be one who is to be benefited or injured by the judgment, or one who is to be entitled to
the avails of the suit.
Union Bank of the In our jurisdiction, the rule is that there can be no valid partition among the heirs until after the
Philippines vs will has been probated. In testate succession, there can be no valid partition among the heirs until
Santibanez after the will has been probated. The law enjoins the probate of a will and the public requires it,
because unless a will is probated and notice thereof given to the whole world, the right of a person
to dispose of his property by will may be rendered nugatory. The authentication of a will decides
no other question than such as touch upon the capacity of the testator and the compliance with
those requirements or solemnities which the law prescribes for the validity of a will.
An action for partition is also the proper venue to ascertain Buot's entitlement to participate in the
proceedings as an heir. 33 Not only would it allow for the full ventilation of the issues as to the
properties that ought to be included in the partition and the true heirs entitled to receive their
portions of the estate, it is also the appropriate forum to litigate questions of fact that may be
necessary to ascertain if partition is proper and who may participate in the proceedings.
Cua vs Vargas The procedure outlined in Section 1 of Rule 74 is an ex parte proceeding. The rule plainly states,
however, that persons who do not participate or had no notice of an extrajudicial settlement will
not be bound thereby. 18 It contemplates a notice that has been sent out or issued before any deed
of settlement and/or partition is agreed upon (i.e., a notice calling all interested parties to
participate in the said deed of extrajudicial settlement and partition), and not after such an
agreement has already been executed 19 as what happened in the instant case with the publication
of the first deed of extrajudicial settlement among heirs.
In the present case, private respondents are deemed to have been constructively notified of the
extrajudicial settlement by reason of its registration and annotation in the certificate of title over
the subject lot. From the time of registration, private respondents had two (2) years or until July 8,
1984, within which to file their objections or to demand the appropriate settlement of the estate.
BEAUTIFUL CASE = The only exception to the above-mentioned prescription is when the title
remains in the hands of the heirs who have fraudulently caused the partition of the subject
property or in those of their transferees who cannot be considered innocent purchasers for
value. In this regard, title to the property in the present case was no longer in the name of
the allegedly fraudulent heirs, but already in that of an innocent purchaser for value — the
government. Moreover, the government is presumed to have acted in good faith in the acquisition
of the lot, considering that title thereto was obtained through a Compromise Agreement
judicially approved in proper expropriation proceedings. Even assuming that there was in fact
fraud on the part of the other heirs, private respondents may proceed only against the
defrauding heirs, not against petitioner which had no participation in or knowledge of the
alleged fraud. The fact that the co-heir's title to the property was fraudulently secured cannot
prejudice the rights of petitioner which, absent any showing that it had knowledge or participation
in the irregularity, is considered a purchaser in good faith and for value. The remedy of an
owner alleged to have been prejudiced or fraudulently deprived of property that was subsequently
sold to an innocent purchaser for value is an action for damages against the person or persons
who perpetrated the fraud.
Reillo vs San Jose 2-ANNULMENT WHICH IS IMPRESCRIBTIBLE. A deed of extrajudicial partition executed
without including some of the heirs, who had no knowledge of and consent to the same, is
fraudulent and vicious. 16 The deed of settlement made by petitioners was invalid because it
excluded respondents who were entitled to equal shares in the subject property. Under the rule, no
extrajudicial settlement shall be binding upon any person who has not participated therein or had
no notice thereof. Thus, the RTC correctly annulled the Deed of Extrajudicial Settlement of
Estate Among Heirs with Waiver of Rights dated January 23, 1998 and TCT No. M-94400 in the
name of Ma. Teresa S.J. Fernando issued pursuant to such deed
As the RTC nullified the Deed of Extrajudicial Settlement of Estate Among Heirs with Waiver of
Rights executed by petitioners and the title issued in accordance therewith, the order of partition
of the land subject of the settlement in accordance with the laws on intestate succession is
proper as respondents' action filed in the RTC and respondents' prayer in their complaint asked
for the partition of the subject property in accordance with intestate succession||| (Reillo v. San
Jose, G.R. No. 166393, [June 18, 2009], 607 PHIL 446-464)
As the nullity of the extrajudicial settlement of estate and sale has been raised and is the primary
issue, the action to secure this result will not prescribe pursuant to Article 1410 of the Civil Code.
In actions for reconveyance of the property predicated on the fact that the conveyance
complained of was null and void ab initio, a claim of prescription of action would be unavailing.
"The action or defense for the declaration of the inexistence of a contract does not prescribe
NOTE: In an action for reconveyance, all the owners of the property sought to be recovered are
indispensable parties. Thus, if reconveyance were the only relief prayed for, impleading
petitioners Macababbad and the spouses Chua and Say would suffice. On the other hand, under
the claim that the action is for the declaration of the nullity of extrajudicial settlement of
estate and sale, all of the parties who executed the same should be impleaded for a complete
resolution of the case. This case, however, is not without its twist on the issue of impleading
indispensable parties as the RTC never issued an order directing their inclusion. Under this legal
situation, particularly in light of Rule 3, Section 11 of the Rules of Court, there can be no basis for
the immediate dismissal of the action.
ART 1104 Art. 1104. A partition made with preterition of any of the compulsory heirs shall not be rescinded,
unless it be proved that there was bad faith or fraud on the part of the other persons
interested; but the latter shall be proportionately obliged to pay to the person omitted the share
which belongs to him.
RULE 38
Section 1. Petition for relief from judgment, order, or other proceedings. — When a judgment or
final order is entered, or any other proceeding is thereafter taken against a party in any court
through fraud, accident, mistake, or excusable negligence, he may file a petition in such court and
in the same case praying that the judgment, order or proceeding be set aside.
MARQUEZ VS When Rafael Marquez, Sr., for one reason or another, misrepresented in his unilateral affidavit
CA that he was the only heir of his wife when in fact their children were still alive, and managed to
secure a transfer of certificate of title under his name, a constructive trust under Article 1456 was
established. Constructive trusts are created in equity in order to prevent unjust enrichment. They
arise contrary to intention against one who, by fraud, duress or abuse of confidence, obtains or
holds the legal right to property which he ought not, in equity and good conscience, to hold.
ACTION FOR RECONVEYANCE BASED THEREON PRESCRIBES IN TEN YEARS FROM
ISSUANCE OF TORRENS TITLE.
75
804 Art. 804. Every will must be in writing and executed in a language or dialect known to the
testator.
Art. 805. Every will, other than a holographic will, must be subscribed at the end thereof by the
testator himself or by the testator's name written by some other person in his presence, and by his
express direction, and attested and subscribed by three or more credible witnesses in the presence
of the testator and of one another.The testator or the person requested by him to write his name
and the instrumental witnesses of the will, shall also sign, as aforesaid, each and every page
thereof, except the last, on the left margin, and all the pages shall be numbered correlatively in
letters placed on the upper part of each page.The attestation shall state the number of pages used
upon which the will is written, and the fact that the testator signed the will and every page thereof,
or caused some other person to write his name, under his express direction, in the presence of the
instrumental witnesses, and that the latter witnessed and signed the will and all the pages thereof
in the presence of the testator and of one another.If the attestation clause is in a language not
known to the witnesses, it shall be interpreted to them.
806 Art. 806. Every will must be acknowledged before a notary public by the testator and the
witnesses. The notary public shall not be required to retain a copy of the will, or file another with
the Office of the Clerk of Court. (n)
Ajero vs CA
The Court of Appeals further held that decedent Annie Sand could not validly dispose of the
house and lot located in Cabadbaran, Agusan del Norte, in its entirety. As a general rule, courts in
probate proceedings are limited to pass only upon the extrinsic validity of the will sought to be
probated. However, in exceptional instances, courts are not powerless to do what the situation
constrains them to do, and pass upon certain provisions of the will. 11 In the case at bench,
decedent herself indubitably stated in her holographic will that the Cabadbaran property is in
the name of her late father, John H. Sand (which led oppositor Dr. Jose Ajero to question her
conveyance of the same in its entirety.). Thus, as correctly held by respondent court, she cannot
validly dispose of the whole property, which she shares with her father's other heirs.
Maninang vs CA The cases of Nuguid vs. Nuguid (17 SCRA 449 [1966]), and Balanay vs. Hon. Martinez (64
SCRA 452 [1975]), provide the exception rather than the rule. The intrinsic validity of the Wills
in those cases was passed upon even before probate because "practical consideration" so
demanded. Moreover, for the parties in the Nuguid case, the "meat of the controversy" was the
intrinsic validity of the Will; in fact, the parties in that case "shunted aside the question of whether
or not the Will should be allowed probate." Not so in the case before us now where the probate of
the Will is insisted on by petitioners and a resolution on the extrinsic validity of the Will
demanded. Moreover, in the Nuguid case, this Court ruled that the Will was intrinsically invalid as
it completely preterited the parents of the testator. In the instant case, a crucial issue that calls for
resolution is whether under the terms of the decedent's Will, private respondent had been
preterited or disinherited, and if the latter, whether it was a valid disinheritance.
Nepomuceno vs Moreover, the prohibition in Article 739 of the Civil Code is against the making of a donation
CA between persons who are living in adultery or concubinage. It is the donation which becomes
void. The giver cannot give even assuming that the recipient may receive. The very wordings of
the Will invalidate the legacy because the testator admitted he was disposing the properties to a
person with whom he had been living in concubinage
Palaganas vs ISSUE: Whether or not a will executed by a foreigner abroad may be probated in the Philippines
Palaganas although it has not been previously probated and allowed in the country where it was executeD
our laws do not prohibit the probate of wills executed by foreigners abroad although the same
have not as yet been probated and allowed in the countries of their execution. A foreign will can
be given legal effects in our jurisdiction. Article 816 of the Civil Code states that the will of an
alien who is abroad produces effect in the Philippines if made in accordance with the formalities
prescribed by the law of the place where he resides, or according to the formalities observed in his
country.
Section 11. Subscribing witnesses produced or accounted for where will contested. — If the will
is contested, all the subscribing witnesses, and the notary in the case of wills executed under the
Civil Code of the Philippines, if present in the Philippines and not insane, must be produced and
examined, and the death, absence, or insanity of any of them must be satisfactorily shown to the
court. If all or some of such witnesses are present in the Philippines but outside the province
where the will has been filed, their deposition must be taken. If any or all of them testify against
the due execution of the will, or do not remember having attested to it, or are otherwise of
doubtful credibility, the will may nevertheless, be allowed if the court is satisfied from the
testimony of other witnesses and from all the evidence presented that the will was executed
and attested in the manner required by law. If a holographic will is contested, the same shall be
allowed if at least three (3) witnesses who know the handwriting of the testator explicitly declare
that the will and the signature are in the handwriting of the testator; in the absence of any
competent witnesses, and if the court deem it necessary, expert testimony may be resorted to.
We thus hold that for all intents and purposes, Lorenzo was able to satisfactorily account for the
incapacity and failure of the said subscribing witness and of the notary public to testify in court.
Because of this the probate of Paciencia's Will may be allowed on the basis of Dra. Limpin's
testimony proving her sanity and the due execution of the Will, as well as on the proof of her
handwriting. It is an established rule that "[a] testament may not be disallowed just because the
attesting witnesses declare against its due execution; neither does it have to be necessarily allowed
just because all the attesting witnesses declare in favor of its legalization; what is decisive is that
the court is convinced by evidence before it, not necessarily from the attesting witnesses, although
they must testify, that the will was or was not duly executed in the manner required by law."
839
Art. 839. The will shall be disallowed in any of the following cases:
(1) If the formalities required by law have not been complied with;
(2) If the testator was insane, or otherwise mentally incapable of making a will, at the time of its
execution;
(3) If it was executed through force or under duress, or the influence of fear, or threats;
(4) If it was procured by undue and improper pressure and influence, on the part of the beneficiary
or of some other person;
(5) If the signature of the testator was procured by fraud;
(6) If the testator acted by mistake or did not intend that the instrument he signed should be his
will at the time of affixing his signature thereto
78
When a will has been admitted to probate, it is the duty of the probate court to issue letters
testamentary to the person named as executor in the will upon the latter's application, even if the
order of probate is on appeal. Mandamus lies to compel such appointment. As the rights
granted by will take effect from the time of the decedent's death (Art. 777, Civil Code of the
Phil.), the management of his estate by the administrator of his choice should be made as soon as
practicable, when no reasonable objection to his assumption of the trust can be interposed.
Executor can be In the case at bar, the will has already been admitted to probate, and respondent judge himself has
appointed as SA expressly appointed petitioner as administrator. The only reason or ground, therefore, for
during pendency suspending his appointment, and for the appointment of a special administrator, who is not the
of appeal from petitioner himself, is a very technical one. It also appears that the Philippine Trust Company,
order admitting a which had acted as special administrator for a period of only a few months, has submitted a bill
will to probate for P90,000. This would cut deep into the income of the estate, and if the new special
administrator appointed by the respondent judge takes office, it is not improbable that the estate
may again be subjected to the same expensive cost of administration. Under these circumstances,
it would seem unreasonable to refuse to appoint the petitioner as special administrator. To do so
would be delaying the fulfillment of the wishes of the testator and subjecting the estate to
unnecessary expense. Petitioner has cited precedents in the surrogate courts of the State of
New York to support his claim that as the will appointing him regular administrator has
been admitted to probate by the trial judge, he should now be appointed special
administrator during the pendency of the appeal against the order admitting the will to
probate.
Ventura vs Under Article 854 of the Civil Code, "the preterition or omission of one, some, or all of the
Ventura compulsory heirs in the direct line, whether living at the time of the execution of the will or born
after the death of the testator, shall annul the institution of heir; but the devises and legacies shall
be valid insofar as they are not inofficious," and as a result, intestacy follows, thereby rendering
the previous appointment of Maria Ventura as executrix moot and academic. This would now
necessitate the appointment of another administrator, under the following provision:
In the case at bar, the surviving spouse of the deceased Gregorio Ventura is Juana Cardona while
the next of kin are: Mercedes and Gregoria Ventura and Maria and Miguel Ventura. The "next of
kin" has been defined as those persons who are entitled under the statute of distribution to
the decedent's property .
Mercedes and Gregoria Ventura are the legitimate children of Gregorio Ventura and his wife, the
late Paulina Simpliciano. Therefore, as the nearest of kin of Gregorio Ventura they are entitled to
preference over the illegitimate children of Gregorio Ventura, namely: Maria and Miguel Ventura.
Hence, under the aforestated preference provided in Section 6 of Rule 78, the person or persons to
be appointed administrator are Juana Cardona, as the surviving spouse, or Mercedes and Gregoria
Ventura as nearest of kin, or Juana Cardona and Mercedes and Gregoria Ventura in the discretion
of the Court, in order to represent both interests.
Tavera vs El The requirement that the probate court should enter an order directing the next of kin to the ward
Hogar Filipino and all persons interested in the estate to appear before the court was not necessary in the present
case because the next of kin to the ward and all persons interested in the estate were her mother
and guardian, uncles and aunt who agreed to make the transfer of their respective shares in the
property to the corporation to be organized. Moreover, "next of kin" are those whose
relationship in such that they are entitled to share in the estate as distributees.
lower court did not commit any reversible error when it issued the Order dated November 17,
1978 which set aside Judge Bagasao's decision dated April 25, 1978 and declared Titulo de
Propriedad No. 4136 as null and void, consequently excluding all lands covered by the said title
from the inventory of the estate of the late Mariano San Pedro
De Borja vs Tan It can be seen from the record that the haste of the judge in making the appointment of Jose de
Borja without previous notice or hearing was due to his apparent desire to have the amended
account promptly acted upon by the court, with a view to terminating the administration as soon
as possible. It is true that there was no previous notice of the court's intention to appoint him and
thus give the other interested parties opportunity to express their objection thereto. But this
procedural defect was cured when the said interested parties presented their motions to reconsider
the appointment. When the court, therefore, overruled their objection and confirmed the
appointment, the interested parties were given their day in court, and the previous objection of
lack of notice or opportunity to be heard fully met. What the law prohibits is not the absence of
previous notice, but the absolute absence thereof and lack of opportunity to be heard. There
was an opportunity given in this case when the petitioners presented their motions for
reconsiderations.
Gabriel vs CA
true that Section 6(b) of Rule 78 provides that the preference given to the surviving spouse or next
of kin may be disregarded by the court where said persons neglect to apply for letters of
administration for thirty (30) days after the decedent's death. However, it is our considered
opinion that such failure is not sufficient to exclude the widow from the administration of
the estate of her husband. There must be a very strong case to justify the exclusion of the widow
from the administration. In the case at bar, there is no compelling reason sufficient to disqualify
Felicitas Jose-Gabriel from appointment as administratrix of the decedent's estate. Moreover, just
as the order of preference is not absolute and may be disregarded for valid cause despite the
mandatory tenor in the opening sentence of Rule 78 for its observance, so may the 30-day period
be likewise waived under the permissive tone in paragraph (b) of said rule which merely provides
that said letters, as an alternative, "may be granted to one or more of the principal creditors."
As earlier stated, the purpose of having co-administrators is to have the benefit of their judgment
and perhaps at all times to have different interests represented, especially considering that in this
proceeding they will respectively represent the legitimate and illegitimate groups of heirs to the
estate. Thereby, it may reasonably be expected that all interested persons will be satisfied, with the
representatives working in harmony under the direction and supervision of the probate court.
Uy vs CA Thus, petitioner's argument that the trial court cannot re-open the issue of the appointment
of an administrator without removing the incumbent administrator is erroneous. In probate
proceedings, considerable latitude is allowed a probate court in modifying or revoking its own
orders as long as the proceedings are pending in the same court and timely applications or motions
for such modifications or revocations are made by the interested parties. 18 In the instant case, the
estate of the deceased has not yet been settled and the case is still within the jurisdiction of the
court.
79
Eusebio vs May nagpanggap na ampon e di naman. We, therefore, find that the error imputed to the trial court
Valmores in oppositor-appellant's brief that the court has failed to comply with the provisions of Sections 3
and 5 of Rule 80 had not been complied with, was actually committed. The requirement as to
notice is essential to the validity of the proceedings in order that no person may be deprived of his
right or property without due process of law. The absence of notice to heirs becomes the more
apparent in the case at bar, where evidently a stranger has been able to railroad the proceedings in
court without opportunity of the person most interested in the estate of the deceased to appear and
contest in due time the right of the petitioner or the appointment of the person recommended as
administrator.
80
Ramirez vs Butte Referring, now, to the merits of the appeal from the order appointing BPI as regular
administrator, the question raised is whether said order contravenes Rule 81, section 1, of the
Rules of Court, reading: "Appointment of special administrator. — When there is delay in
granting testamentary or of administration occasioned by an appeal from the allowance or
disallowance of a will, or from any other cause the court may appoint a special administrator to
collect and take charge of the estate of the deceased until the questions causing the delay are
decided and executors or administrators thereupon appointed."
What is more, the authority therein given for the appointment of a special administrator, "when
there is delay in granting letters testamentary or of administration, occasioned by an appeal from
the allowance or disallowance of a will" — which is precisely the situation obtaining in the case at
bar — "or from any other cause", implies necessarily a denial of the power to appoint a regular
administrator during the pendency of said appeal. Indeed, what need would there be to appoint
a special administrator, if, at any rate, a regular administrator could, in the meanwhile, be
properly appointed?
Finally in Vda. de Dayrit we justified the designation of the wife of the decedent as special co-
administrator because it was "our considered opinion that inasmuch as petitioner-wife owns one-
half of the conjugal properties and that she, too, is a compulsory heir of her husband, to deprive
her of any hand in the administration of the estate prior to the probate of the will would be unfair
to her proprietary interests." 18 The special status of a surviving spouse in the special
administration of an estate was also emphasized in Fule v. Court of Appeals 19 where we held that
the widow would have more interest than any other next of kin in the proper administration of the
entire estate since she possesses not only the right of succession over a portion of the exclusive
property of the decedent but also a share in the conjugal partnership for which the good or bad
administration of the estate may affect not just the fruits but more critically the naked ownership
thereof. And in Gabriel v. Court of Appeals 20 we recognized the distinctive status of a surviving
spouse applying as regular administrator of the deceased spouse's estate when we counseled the
probate court that "there must be a very strong case to justify the exclusion of the widow from the
administration."
Finally, respondents cannot disobey the reasonable exercise of the authority of a special
administrator on the dubious ground that the order appointing petitioner Valarao as special
administratrix had not in the meantime become final and executory because of a pending motion
for reconsideration filed by them. The fallacy of this reasoning is apparent, for an interlocutory
order is not instantly appealable and therefore there is no period nor action to suspend or interrupt
by a motion for reconsideration; 24 it is even well settled that a special civil action for certiorari
does not suspend the immediate enforceability of an interlocutory order absent a temporary
restraining order or an injunction. 25 In the same manner, the appointment of a special
administrator being an interlocutory order is not interrupted by a motion for reconsideration and
thus must be obeyed as the proceedings in the probate court progress
Heirs of Castillo vs
The new Rules have broadened the basis for the appointment of an administrator, and such
Lacuata-Gabriel
appointment is allowed when there is delay in granting letters testamentary or administration by
any cause, e.g., parties cannot agree among themselves.
On this note, emphasis must be made on the jurisdiction of a trial court, sitting as an intestate
court, as regards the proper disposition of the estate of the deceased. Such jurisdiction continues
until after the payment of all the debts and the remaining estate delivered to the heirs entitled to
receive the same. 32 Thus, proper proceedings must be had before the intestate court so that the
subject joint account should be administered solely by Emilio, who is the lone administrator.
85
Sato vs Rallos This is a case for the collection of attorney's fees, instituted in the CFI of Cebu by plaintiff
Primitivo Sato, against Simeon Rallos in his capacity as administrator and distributor of the
Testate Estate of Numeriana Rallos (Sp. Pr. No. 49-V) and the Intestate Estate of Victoria Rallos
Pr. No. 1893).
Nature of fee for the attorney of an executor or administrator is personal. IF BENEFICIAL TO
ESTATE, payment should be included in his account and reimbursement therefor should be
settled upon notice