Special Proceedings Outline

Rule 72 Action v Special Proceeding Pacific Banking v CA 242 S 493 Rule 73 Roberto v Leonidas 129 S 33 Testate v Intestate Cuenco v CA 53 S 360 Rodriguez v Borja 17 S 418 Where estate settled if resident v non-resident -meaning of residence (intent to return or intent to remain) -residence pertains to venue only, not jurisdiction, hence waivable Cayetano v Leonides 129 S 522 Garcia Fule v CA 74 S 189 Jurisdiction limited to adjudication and settlement of properties of deceased Uy v Dizon-Capulong 221 S 87 Jimenez v CA 184 S 367 Pia Barreto v CA 131 S 606 Ramos v CA 180 S 635 Pastor v CA 122 S 885 Exceptions: Trinidad v CA 202 S 106 Valera v Inserto 149 S 533 Death (fact or presumed) is jurisdictional Rule 74 General rule is judicial administration, except -where no will and no debts a) extrajudicial among heirs or adjudication of sole heir b) partition, if heirs cannot agree -where there are debts but estate small, summary settlement of estate

Resort to judicial administration even if estate has no debt only for good reason Liability of distributes How enforced? Yap v CA 274 S 676 Rule 75 Probate needed Authority of probate court Pastor v Ca, supra 2 stages of probate i) probate proper- deals with extrinsic validity of the will ii) 2nd phase- intrinsic validity and distribution Substantial compliance with formal requirements Alvarado v Gaviola 226 S 347 Rule is that probate court will look only into extrinsic validity of will When intrinsic validity may be passed upon, even before probate Nepomuceno v CA 139 S 206 Ajero v Ca, 236 S 988 Rule 76 Who may ask for probate Interest in estate (heir, creditor) Who may oppose Acain v Iac 155 S 100 Jurisdiction when acquired -upon petition -upon delivery jurisdictional facts De Guzman v Angeles 162 S 347 Notice by publication (in rem) v personal notice

Probate of holographic will Proof of notarial will v holographic will Proof of lost/destroyed notarial will v holographic will When terminated a) approval by probate court of partition b) granting of petition to close the proceedings c) consequent issuance of order of partition Rule 77 Requisites for reprobate Perez v Tolete 232 S 722 Need for ancillary administrator Foreign-appointed administrator v ancillary administrator Rule 78 What are letters testamentary and of administration When and to whom issued - executor v administrator Order of preference (reason behind preference?) Ventura v Ventura 160 S 810 De Guzman v Lincolioc 68 P 673 Criterion in selection of administrator -extent of interest in estate (why?) Role of administrator is to represent everyone concerned with the estate of deceased Rule 79 Opposition to issuance of letters testamentary Who can petition for administration (any interested person)

Magbanua v Akol 72 P 567 Veraguth and Montilla v Montilla 67 P 215 Notice required De Borja v Tan 93 P 67 Santos v Castillo 64 P 211 De Guzman v Angeles, supra Opposition to petition for administration Letters of administration to go to any competent applicant Rule 80 Special administrator; why and when needed De Guzman v Guadiz 96 S 938 De Guzman v Angeles, supra Role and function of special administrator Corona v CA 116 S 316 Regular v special administrator Liwanag v Reyes 12 S 43 Reynoso v Santiago 85 P 268 No order of preference in special administrator Roxas v Pecson 82 P 407 Rule 82 When administration revoked Advincula v Teodoro 99 P 413 Effect of revocation Removal of administrator/executor Padilla v Jugo 64 P 888 Lizzariaga Hermanos v Abada 40 P 124 Mendiola v CA 190 S 421 Gabriel v Ca 212 S 413 Validity of prior acts Vda de Bacaling v Laguda 54 S 243

Rule 83 Question of ownership, how treated Munsayac-de Villa v CA 414 S 436 Heirs of Miguel Franco v CA 418 S 60 De leon v CA 386 S 216 Provisional support Santero v CFI 153 S 728 Ruiz v CA 252 S 541 Rule 84 What constitutes administration Malahacan v Ignacio 19 P 434 Ilustre v Frondosa 17 P 321 Caro v CA 113 S 10 Mananquil v Villegas 189 S 335 Estate of Olave v Reyes 123 S 767 Administration v Dominion Rule 85 Accountability of executor/administrator Liability of adm/exec v liability of estate Necessary expenses Compensation Attorneys fees, when chargeable to estate, exec/adm Pascual v CA 300 S 214 Accounting by exec/adm (notice to interested parties) Rule 86 Estate liable to all creditors

Court to issue notice Periods to file claim How claims presented/prosecuted Echaus v Blanco 179 S 704 Ignacio v Pampanga Bus 20 S 126 Sec 5 Claims allowed Money claims Expenses Judgment debts P v Bayotas 236 S 239 (optional reading only) Procedure on claims Rule 87 Actions that survive Melgar v Buenviaje 179 S 196 Right of heir inchoate Right to compel 3rd persons to examination and right to recover property Chua v Absolute Management Corporation 413 S 547 Right of creditor to file if exec/adm refuses Rule 88 Sale or mortgage (like in execution sale) Contingent liability Prescriptive periods on right to reach distributes De Bautista v de Guzman 125 S 676 Liability of heirs/distributes Pastor v CA, supra Preference in credit applied

Local v foreign creditors Rule 89 Sale must be with court approval and notice Probate court to approve sale, also to nullify unauthorized sale Acebedo v Abesamis 217 S 186 Right of heirs to dispose of right in estate Heirs of Pedro Escanlar v CA 281 S 176 Rule 90 When proceedings closed When probate court loses jurisdiction Motion for execution to deliver distributees share v separate action Heirs of the late Fran v Salas 210 S 303 When distribution proper After payment of obligation (liquidation) Declaration of heirs (before or after liquidation) Kilayko v Tengco 207 S 600 Partition Solivio v CA 182 S 119 Final decree of partition Appellate Testate Estate of Maria Manuel Vda de Biascan v Biascan 347 S 621