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SPECIAL PROCEEDINGS CASES

G.R. No. 76714 June 2, 1994 separate probate proceedings for the wills of the Cunanan spouses is too literal and
SALUD TEODORO VDA. DE PEREZ, petitioner, vs. HON. ZOTICO A. TOLETE in his simplistic an approach. Such view overlooks the provisions of Section 2, Rule 1 of the
capacity as Presiding Judge, Branch 18, RTC, Bulacan, respondent. Revised Rules of Court, which advise that the rules shall be “liberally construed in order to
promote their object and to assist the parties in obtaining just, speedy, and inexpensive
Succession; Probate of Wills; Conflict of Laws; Proof that wills executed abroad conform determination of every action and proceeding.” A literal application of the Rules should be
with the formalities prescribed by laws in the foreign jurisdiction or by Philippine laws is avoided if they would only result in the delay in the administration of justice (Acain v.
imperative.—The respective wills of the Cunanan spouses, who were American citizens, Intermediate Appellate Court, 155 SCRA 100 [1987]; Roberts v. Leonidas, 129 SCRA 33
will only be effective in this country upon compliance with the following provision of the [1984]).
Civil Code of the Philippines: “Art. 816. The will of an alien who is abroad produces effect
in the Philippines if made with the formalities prescribed by the law of the place in which Same; Same; Same; Joint Wills; What the law expressly prohibits is the making of joint
he resides, or according to the formalities observed in his country, or in conformity with wills, not the joint probate of separate wills containing essentially the same provisions and
those which this Code prescribes.” Thus, proof that both wills conform with the formalities pertaining to property which in all probability are conjugal in nature.—What the law
prescribed by New York laws or by Philippine laws is imperative. expressly prohibits is the making of joint wills either for the testators’ reciprocal benefit or
for the benefit of a third person (Civil Code of the Philippines, Article 818). In the case at
Same; Same; Same; Evidence necessary for the reprobate or allowance of wills which bench, the Cunanan spouses executed separate wills. Since the two wills contain
have been probated outside the Philippines.—The evidence necessary for the reprobate essentially the same provisions and pertain to property which in all probability are conjugal
or allowance of wills which have been probated outside of the Philippines are as follows: in nature, practical considerations dictate their joint probate. As this Court has held a
(1) the due execution of the will in accordance with the foreign laws; (2) the testator has number of times, it will always strive to settle the entire controversy in a single proceeding
his domicile in the foreign country and not in the Philippines; (3) the will has been admitted leaving no root or branch to bear the seeds of future litigation (Motoomull v. Dela Paz, 187
to probate in such country; (4) the fact that the foreign tribunal is a probate court, and (5) SCRA 743 [1990]).
the laws of a foreign country on procedure and allowance of wills (III Moran Commentaries
on the Rules of Court, 1970 ed., pp. 419-429; Suntay v. Suntay, 95 Phil. 500 [1954]; Same; Same; Same; With regard to notices, the will probated abroad should be treated as
Fluemer v. Hix, 54 Phil. 610 [1930]). if it were an “original will” or a will that is presented for probate for the first time and
accordingly must comply with Sections 3 and 4 of Rule 76, which require publication and
Same; Same; Same; Philippine courts cannot take judicial notice of foreign laws.—The notice to the known heirs, legatees and devisees, and to the executor, if he is not the
necessity of presenting evidence on the foreign laws upon which the probate in the foreign petitioner.—The rule that the court having jurisdiction over the reprobate of a will shall
country is based is impelled by the fact that our courts cannot take judicial notice of them “cause notice thereof to be given as in case of an original will presented for allowance”
(Philippine Commercial and Industrial Bank v. Escolin, 56 SCRA 266 [1974]). (Revised Rules of Court, Rule 27, Section 2) means that with regard to notices, the will
probated abroad should be treated as if it were an “original will” or a will that is presented
Same; Same; Same; Evidence; In the probate of wills, the courts should relax the rules on for probate for the first time. Accordingly, compliance with Sections 3 and 4 of Rule 76,
evidence, as the goal is to receive the best evidence of which the matter is susceptible which require publication and notice by mail or personally to the “known heirs, legatees,
before a purported will is probated or denied probate.—Petitioner must have perceived this and devisees of the testator resident in the Philippines” and to the executor, if he is not the
omission as in fact she moved for more time to submit the pertinent procedural and petitioner, are required.
substantive New York laws but which request respondent Judge just glossed over. While
the probate of a will is a special proceeding wherein courts should relax the rules on Same; Same; Certiorari; Parties; A judge whose order is being assailed is merely a
evidence, the goal is to receive the best evidence of which the matter is susceptible before nominal or formal party.—This petition cannot be completely resolved without touching on
a purported will is probated or denied probate (Vda. de Ramos v. Court of Appeals, 81 a very glaring fact—petitioner has always considered herself the sole heir of Dr. Evelyn
SCRA 393 [1978]). Perez Cunanan and because she does not consider herself an heir of Dr. Jose F.
Cunanan, she noticeably failed to notify his heirs of the filing of the proceedings. Thus,
Same; Same; Same; The separate wills of the spouses may be probated jointly.—There even in the instant petition, she only impleaded respondent Judge, forgetting that a judge
is merit in petitioner’s insistence that the separate wills of the Cunanan spouses should be whose order is being assailed is merely a nominal or formal party (Calderon v. Solicitor
probated jointly. Respondent Judge’s view that the Rules on allowance of wills is couched General, 215 SCRA 876 [1992]). Vda. de Perez vs. Tolete, 232 SCRA 722, G.R. No. 76714
in singular terms and therefore should be interpreted to mean that there should be June 2, 1994
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SPECIAL PROCEEDINGS CASES
This is a petition for certiorari under Rule 65 of the Revised Rules of Court to set aside the On February 21, 1983, Salud Teodoro Perez, the mother of Dr. Evelyn P. Cunanan, and
Order dated November 19, 1986 of the Regional Trial Court, Branch 18, Bulacan presided petitioner herein, filed with the Regional P. Cunanan, and petitioner herein, filed with the
by respondent Judge Zotico A. Tolete, in Special Proceedings No. 1793-M. Regional Trial Court, Malolos, Bulacan a petition for the reprobate of the two bills ancillary
to the probate proceedings in New York. She also asked that she be appointed the special
We grant the petition. administratrix of the estate of the deceased couple consisting primarily of a farm land in
San Miguel, Bulacan.
II
On March 9, the Regional Trial Court, Branch 16, Malolos, Bulacan, presided by Judge
Dr. Jose F. Cunanan and his wife, Dr. Evelyn Perez-Cunanan, who became American Gualberto J. de la Llana, issued an order, directing the issuance of letters of special
citizens, established a successful medical practice in New York, U.S.A. The Cunanans administration in favor of petitioner upon her filing of a P10,000.00 bond. The following
lived at No. 2896 Citation Drive, Pompey, Syracuse, New York, with their children, Jocelyn, day, petitioner posted the bond and took her oath as special administration.
18; Jacqueline, 16; and Josephine, 14.
As her first act of administration, petitioner filed a motion, praying that the Philippine Life
On August 23, 1979, Dr. Cunanan executed a last will and testament, bequeathing to his Insurance Company be directed to deliver the proceeds in the amount of P50,000.00 of
wife "all the remainder" of his real and personal property at the time of his death the life insurance policy taken by Dr. Jose F. Cunanan with Dr. Evelyn Perez-Cunanan
"wheresoever situated" (Rollo, p. 35). In the event he would survive his wife, he and their daughter Jocelyn as beneficiaries. The trial court granted the motion.
bequeathed all his property to his children and grandchildren with Dr. Rafael G. Cunanan,
Jr. as trustee. He appointed his wife as executrix of his last will and testament and Dr. Counsel for the Philippine American Life Insurance Company then filed a manifestation,
Rafael G. Cunanan, Jr. as substitute executor. Article VIII of his will states: stating that said company then filed a manifestation, stating that said company had
delivered to petitioner the amount of P49,765.85, representing the proceeds of the life
If my wife, EVELYN PEREZ-CUNANAN, and I shall die under such insurance policy of Dr. Jose F. Cunanan.
circumstances that there is not sufficient evidence to determine the order
of our deaths, then it shall be presumed that I predeceased her, and my In a motion dated May 19, 1983, petitioner asked that Dr. Rafael Cunanan, Sr. be ordered
estate shall be administered and distributed, in all respects, in accordance to deliver to her a Philippine Trust Company passbook with P25,594.00 in savings deposit,
with such presumption (Rollo, p. 41). and the Family Savings Bank time deposit certificates in the total amount of P12,412.52.

Four days later, on August 27, Dr. Evelyn P. Cunanan executed her own last will and On May 31, Atty. Federico Alday filed a notice of appearance as counsel for the heirs of
testament containing the same provisions as that of the will of her husband. Article VIII of Dr. Jose F. Cunanan, namely, Dr. Rafael Cunanan, Sr., Priscilla Cunanan Bautista, Lydia
her will states: Cunanan Ignacio, Felipe F. Cunanan and Loreto Cunanan Concepcion (Cunanan heirs).
He also manifested that before receiving petitioner's motion of May 19, 1983, his clients
If my husband, JOSE F. CUNANAN, and I shall die under such were unaware of the filing of the testate estate case and therefore, "in the interest of simple
circumstances that there is not sufficient evidence to determine the order fair play," they should be notified of the proceedings (Records, p. 110). He prayed for
of our deaths, then it shall be presumed that he predeceased me, and my deferment of the hearing on the motions of May 19, 1983.
estate shall be administered and distributed in all respects, in accordance
with such presumption. (Rollo, p. 31). Petitioner then filed a counter manifestation dated June 13, 1983, asserting: (1) that the
"Cunanan collaterals are neither heirs nor creditors of the late Dr. Jose F. Cunanan" and
On January 9, 1982, Dr. Cunanan and his entire family perished when they were trapped therefore, they had "no legal or proprietary interests to protect" and "no right to intervene";
by fire that gutted their home. Thereafter, Dr. Rafael G. Cunanan, Jr. as trustee and (2) that the wills of Dr. Jose F. Cunanan and Dr. Evelyn Perez-Cunanan, being American
substitute executor of the two wills, filed separate proceedings for the probate thereof with citizens, were executed in accordance with the solemnities and formalities of New York
the Surrogate Court of the County of Onondaga, New York. On April 7, these two wills laws, and produced "effects in this jurisdiction in accordance with Art. 16 in relation to Art.
were admitted to probate and letters testamentary were issued in his favor. 816 of the Civil Code"; (3) that under Article VIII of the two wills, it was presumed that the
husband predeceased the wife; and (4) that "the Cunanan collaterals are neither

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SPECIAL PROCEEDINGS CASES
distributees, legatees or beneficiaries, much less, heirs as heirship is only by institution" In their reply, the Cunanan heirs stressed that on November 24, 1982, petitioner and the
under a will or by operation of the law of New York (Records, pp. 112-113). Cunanan heirs had entered into an agreement in the United States "to settle and divide
equally the estates," and that under Section 2 of Rule 77 the "court shall fix a time and
On June 23, the probate court granted petitioner's motion of May 19, 1983. However, on place for the hearing and cause notice thereof to be given as in case of an original will
July 21, the Cunanan heirs filed a motion to nullify the proceedings and to set aside the presented for allowance" (Records, pp. 184-185).
appointment of, or to disqualify, petitioner as special administratrix of the estates of Dr.
Jose F. Cunanan and Dr. Evelyn Perez-Cunanan. The motion stated: (1) that being the Petitioner asked that Dr. Rafael G. Cunanan, Jr. be cited for contempt of court for failure
"brothers and sisters and the legal and surviving heirs" of Dr. Jose F. Cunanan, they had to comply with the Order of June 23, 1983 and for appropriating money of the estate for
been "deliberately excluded" in the petition for the probate of the separate wills of the his own benefit. She also alleged that she had impugned the agreement of November 24,
Cunanan spouses thereby misleading the Bulacan court to believe that petitioner was the 1982 before the Surrogate Court of Onondaga, New York which rendered a decision on
sole heir of the spouses; that such "misrepresentation" deprived them of their right to "due April 13, 1983, finding that "all assets are payable to Dr. Evelyn P. Cunanan’s executor to
process in violation of Section 4, Rule 76 of the Revised Rules of Court; (2) that Dr. Rafael be then distributed pursuant to EPTL4-1.1 subd [a] par [4]" (Rollo, p. 52).
G. Cunanan, Jr., the executor of the estate of the Cunanan spouses, was likewise not
notified of the hearings in the Bulacan court; (3) that the "misrepresentation and On their part, the Cunanan heirs replied that petitioner was estopped from claiming that
concealment committed by" petitioner rendered her unfit to be a special administratrix; (4) they were heirs by the agreement to divide equally the estates. They asserted that by virtue
that Dr. Rafael G. Cunanan, Jr. had, by virtue of a verified power of attorney, authorized of Section 2 of Rule 77 of the Rules of Court, the provisions of Sections 3, 4 and 5 of Rule
his father, 76 on the requirement of notice to all heirs, executors, devisees and legatees must be
Dr. Rafael Cunanan, Sr., to be his attorney-in-fact; and (5) that Dr. Rafael Cunanan, Sr. is complied with. They reiterated their prayer: (1) that the proceedings in the case be nullified;
qualified to be a regular administrator "as practically all of the subject estate in the (2) that petitioner be disqualified as special administratrix; (3) that she be ordered to submit
Philippines belongs to their brother, Dr. Jose F. Cunanan" (Records, pp. 118-122). Hence, an inventory of all goods, chattels and monies which she had received and to surrender
they prayed: (1) that the proceedings in the case be declared null and void; (2) that the the same to the court; and (4) that Dr. Rafael Cunanan, Sr. be appointed the regular
appointment of petitioner as special administratrix be set aside; and (3) that Dr. Rafael administrator.
Cunanan, Sr. be appointed the regular administrator of the estate of the deceased
spouses. Petitioner filed a rejoinder, stating that in violation of the April 13, 1983 decision of the
American court Dr. Rafael G. Cunanan, Jr. made "unauthorized disbursements from the
Thereafter, the Cunanan heirs filed a motion requiring petitioner to submit an inventory or estates as early as July 7, 1982" (Records, p. 231). Thereafter, petitioner moved for the
accounting of all monies received by her in trust for the estate. suspension of the proceedings as she had "to attend to the settlement proceedings" of the
estate of the Cunanan spouses in New York (Records, p. 242). The Cunanans heirs
In her opposition, petitioner asserted: (1) that she was the "sole and only heir" of her opposed this motion and filed a manifestation, stating that petitioner had received
daughter, Dr. Evelyn Perez-Cunanan to the exclusion of the "Cunanan collaterals"; hence $215,000.00 "from the Surrogate’s Court as part of legacy" based on the aforesaid
they were complete strangers to the proceedings and were not entitled to notice; (2) that agreement of November 24, 1982 (Records, p. 248).
she could not have "concealed" the name and address of Dr. Rafael G. Cunanan, Jr.
because his name was prominently mentioned not only in the two wills but also in the On February 21, 1984, Judge de la Llana issued an order, disallowing the reprobate of the
decrees of the American surrogate court; (3) that the rule applicable to the case is Rule two wills, recalling the appointment of petitioner as special administratrix, requiring the
77, not Rule 76, because it involved the allowance of wills proved outside of the Philippines submission of petitioner of an inventory of the property received by her as special
and that nowhere in Section 2 of Rule 77 is there a mention of notice being given to the administratrix and declaring all pending incidents moot and academic. Judge de la Llana
executor who, by the same provision, should himself file the necessary ancillary reasoned out that petitioner failed to prove the law of New York on procedure and
proceedings in this country; (4) that even if the Bulacan estate came from the "capital" of allowance of wills and the court had no way of telling whether the wills were executed in
Dr. Jose F. Cunanan, he had willed all his worldly goods to his wife and nothing to his accordance with the law of New York. In the absence of such evidence, the presumption
brothers and sisters; and (5) that Dr. Rafael G. Cunanan, Jr. had unlawfully disbursed is that the law of succession of the foreign country is the same as the law of the Philippines.
$215,000.00 to the Cunanan heirs, misappropriated $15,000.00 for himself and irregularly However, he noted, that there were only two witnesses to the wills of the Cunanan spouses
assigned assets of the estates to his American lawyer (Records, pp. 151-160). and the Philippine law requires three witnesses and that the wills were not signed on each
and every page, a requirement of the Philippine law.
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SPECIAL PROCEEDINGS CASES
On August 27, 1985, petitioner filed a motion for reconsideration of the Order dated to possess real and personal property; that letters testamentary were issued; and that
February 21, 1984, where she had sufficiently proven the applicable laws of New York proceedings were held on a foreign tribunal and proofs taken by a competent judge who
governing the execution of last wills and testaments. inquired into all the facts and circumstances and being satisfied with his findings issued a
decree admitting to probate the wills in question." However, respondent Judge said that
On the same day, Judge de la Llana issued another order, denying the motion of petitioner the documents did not establish the law of New York on the procedure and allowance of
for the suspension of the proceedings but gave her 15 days upon arrival in the country wills (Records, p. 381).
within which to act on the other order issued that same day. Contending that the second
portion of the second order left its finality to the discretion of counsel for petitioner, the On April 9, 1986, petitioner filed a motion to allow her to present further evidence on the
Cunanans filed a motion for the reconsideration of the objectionable portion of the said foreign law. After the hearing of the motion on April 25, 1986, respondent Judge issued an
order so that it would conform with the pertinent provisions of the Judiciary Reorganization order wherein he conceded that insufficiency of evidence to prove the foreign law was not
Act of 1980 and the Interim Rules of Court. a fatal defect and was curable by adducing additional evidence. He granted petitioner 45
days to submit the evidence to that effect.
On April 30, 1985, the respondent Judge of Branch 18 of the Regional Trial Court, Malolos,
to which the reprobate case was reassigned, issued an order stating that "(W)hen the last However, without waiting for petitioner to adduce the additional evidence, respondent
will and testament . . . was denied probate," the case was terminated and therefore all Judge ruled in his order dated June 20, 1986 that he found "no compelling reason to disturb
orders theretofore issued should be given finality. The same Order amended the February its ruling of March 31, 1986" but allowed petitioner to "file anew the appropriate probate
21, 1984 Order by requiring petitioner to turn over to the estate the inventoried property. It proceedings for each of the testator" (Records, p. 391).
considered the proceedings for all intents and purposes, closed (Records,
p. 302). The Order dated June 20, 1986 prompted petitioner to file a second motion for
reconsideration stating that she was "ready to submit further evidence on the law obtaining
On August 12, petitioner filed a motion to resume proceedings on account of the final in the State of New York" and praying that she be granted "the opportunity to present
settlement and termination of the probate cases in New York. Three days later, petitioner evidence on what the law of the State of New York has on the probate and allowance of
filed a motion praying for the reconsideration of the Order of April 30, 1985 on the strength wills" (Records, p. 393).
of the February 21, 1984 Order granting her a period of 15 days upon arrival in the country
within which to act on the denial of probate of the wills of the Cunanan spouses. On August On July 18, respondent Judge denied the motion holding that to allow the probate of two
19, respondent Judge granted the motion and reconsidered the Order of April 30, 1985. wills in a single proceeding "would be a departure from the typical and established mode
of probate where one petition takes care of one will." He pointed out that even in New York
On August 29, counsel for petitioner, who happens to be her daughter, Natividad, filed a "where the wills in question were first submitted for probate, they were dealt with in
motion praying that since petitioner was ailing in Fort Lee, New Jersey, U.S.A. and separate proceedings" (Records, p. 395).
therefore incapacitated to act as special administratrix, she (the counsel) should be named
substitute special administratrix. She also filed a motion for the reconsideration of the On August 13, 1986, petitioner filed a motion for the reconsideration of the Order of July
Order of February 21, 1984, denying probate to the wills of the Cunanan spouses, alleging 18, 1986, citing Section 3, Rule 2 of the Rules of Court, which provides that no party may
that respondent Judge "failed to appreciate the significant probative value of the exhibits . institute more than one suit for a single cause of action. She pointed out that separate
. . which all refer to the offer and admission to probate of the last wills of the Cunanan proceedings for the wills of the spouses which contain basically the same provisions as
spouses including all procedures undertaken and decrees issued in connection with the they even named each other as a beneficiary in their respective wills, would go against
said probate" (Records, pp. 313-323). "the grain of inexpensive, just and speedy determination of the proceedings" (Records, pp.
405-407).
Thereafter, the Cunanans heirs filed a motion for reconsideration of the Order of August
19, 1985, alleging lack of notice to their counsel. On September 11, 1986, petitioner filed a supplement to the motion for reconsideration,
citing Benigno v. De La Peña, 57 Phil. 305 (1932) (Records,
On March 31, 1986, respondent Judge to which the case was reassigned denied the p. 411), but respondent Judge found that this pleading had been filed out of time and that
motion for reconsideration holding that the documents submitted by petitioner proved "that the adverse party had not been furnished with a copy thereof. In her compliance, petitioner
the wills of the testator domiciled abroad were properly executed, genuine and sufficient
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SPECIAL PROCEEDINGS CASES
stated that she had furnished a copy of the motion to the counsel of the Cunanan heirs (g) certifications from the Secretary of State that Judge Reagan is duly
and reiterated her motion for a "final ruling on her supplemental motion" (Records, p. 421). authorized to grant exemplified copies of the decree of probate, letters
testamentary and all proceedings had and proofs duly taken
On November 19, respondent Judge issued an order, denying the motion for (Exhs. "H-1" and "I-1");
reconsideration filed by petitioner on the grounds that "the probate of separate wills of two
or more different persons even if they are husband and wife cannot be undertaken in a (h) certificates of Judge Reagan and the Chief Clerk that letters
single petition" (Records, pp. 376-378). testamentary were issued to Rafael G. Cunanan (Exhs. "H-2" and "I-2");

Hence, petitioner instituted the instant petition, arguing that the evidence offered at the (i) certification to the effect that it was during the term of Judge Reagan
hearing of April 11, 1983 sufficiently proved the laws of the State of New York on the that a decree admitting the wills to probate had been issued and appointing
allowance of wills, and that the separate wills of the Cunanan spouses need not be Rafael G. Cunanan as alternate executor (Exhs. "H-3" and
probated in separate proceedings. "I-10");

II (j) the decrees on probate of the two wills specifying that proceedings were
held and proofs duly taken (Exhs. "H-4" and "I-5");
Petitioner contends that the following pieces of evidence she had submitted before
respondent Judge are sufficient to warrant the allowance of the wills: (k) decrees on probate of the two wills stating that they were properly
executed, genuine and valid and that the said instruments were admitted
(a) two certificates of authentication of the respective wills of Evelyn and to probate and established as wills valid to pass real and personal property
Jose by the Consulate General of the Philippines (Exhs. "F" and "G"); (Exhs. "H-5" and "I-5"); and

(b) two certifications from the Secretary of State of New York and (l) certificates of Judge Reagan and the Chief Clerk on the genuineness
Custodian of the Great Seal on the facts that Judge Bernard L. Reagan is and authenticity of each other’s signatures in the exemplified copies of the
the Surrogate of the Country of Onondaga which is a court of record, that decrees of probate, letters testamentary and proceedings held in their
his signature and seal of office are genuine, and that the Surrogate is duly court (Exhs. "H-6" and "I-6") (Rollo, pp. 13-16).
authorized to grant copy of the respective wills of Evelyn and Jose
(Exhs. "F-1" and "G-1"); Petitioner adds that the wills had been admitted to probate in the Surrogate Court’s
Decision of April 13, 1983 and that the proceedings were terminated on November 29,
(c) two certificates of Judge Reagan and Chief Clerk Donald E. Moore 1984.
stating that they have in their records and files the said wills which were
recorded on April 7, 1982 (Exhs. "F-2" and "G-2"); The respective wills of the Cunanan spouses, who were American citizens, will only be
effective in this country upon compliance with the following provision of the Civil Code of
(d) the respective wills of Evelyn and Jose (Exhs. "F-3", "F-6" and Exh. "G- the Philippines:
3" — "G-6");
Art. 816. The will of an alien who is abroad produces effect in the
(e) certificates of Judge Reagan and the Chief Clerk certifying to the Philippines if made with the formalities prescribed by the law of the place
genuineness and authenticity of the exemplified copies of the two wills in which he resides, or according to the formalities observed in his country,
(Exhs. "F-7" and "F-7"); or in conformity with those which this Code prescribes.

(f) two certificates of authentication from the Consulate General of the Thus, proof that both wills conform with the formalities prescribed by New York laws or by
Philippines in New York (Exh. "H" and "F"). Philippine laws is imperative.

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The evidence necessary for the reprobate or allowance of wills which have been probated This petition cannot be completely resolved without touching on a very glaring fact —
outside of the Philippines are as follows: (1) the due execution of the will in accordance petitioner has always considered herself the sole heir of
with the foreign laws; (2) the testator has his domicile in the foreign country and not in the Dr. Evelyn Perez Cunanan and because she does not consider herself an heir of Dr. Jose
Philippines; (3) the will has been admitted to probate in such country; (4) the fact that the F. Cunanan, she noticeably failed to notify his heirs of the filing of the proceedings. Thus,
foreign tribunal is a probate court, and (5) the laws of a foreign country on procedure and even in the instant petition, she only impleaded respondent Judge, forgetting that a judge
allowance of wills (III Moran Commentaries on the Rules of Court, 1970 ed., pp. 419-429; whose order is being assailed is merely a nominal or formal party (Calderon v. Solicitor
Suntay v. Suntay, 95 Phil. 500 [1954]; Fluemer v. Hix, 54 Phil. 610 [1930]). Except for the General, 215 SCRA 876 [1992]).
first and last requirements, the petitioner submitted all the needed evidence.
The rule that the court having jurisdiction over the reprobate of a will shall "cause notice
The necessity of presenting evidence on the foreign laws upon which the probate in the thereof to be given as in case of an original will presented for allowance" (Revised Rules
foreign country is based is impelled by the fact that our courts cannot take judicial notice of Court, Rule 27, Section 2) means that with regard to notices, the will probated abroad
of them (Philippine Commercial and Industrial Bank v. Escolin, 56 SCRA 266 [1974]). should be treated as if it were an "original will" or a will that is presented for probate for the
first time. Accordingly, compliance with Sections 3 and 4 of Rule 76, which require
Petitioner must have perceived this omission as in fact she moved for more time to submit publication and notice by mail or personally to the "known heirs, legatees, and devisees of
the pertinent procedural and substantive New York laws but which request respondent the testator resident in the Philippines" and to the executor, if he is not the petitioner, are
Judge just glossed over. While the probate of a will is a special proceeding wherein courts required.
should relax the rules on evidence, the goal is to receive the best evidence of which the
matter is susceptible before a purported will is probated or denied probate (Vda. de Ramos The brothers and sisters of Dr. Jose F. Cunanan, contrary to petitioner's claim, are entitled
v. Court of Appeals, 81 SCRA 393 [1978]). to notices of the time and place for proving the wills. Under Section 4 of Rule 76 of the
Revised Rules of Court, the "court shall also cause copies of the notice of the time and
There is merit in petitioner’s insistence that the separate wills of the Cunanan spouses place fixed for proving the will to be addressed to the designated or other known heirs,
should be probated jointly. Respondent Judge’s view that the Rules on allowance of wills legatees, and devisees of the testator, . . . "
is couched in singular terms and therefore should be interpreted to mean that there should
be separate probate proceedings for the wills of the Cunanan spouses is too literal and WHEREFORE, the questioned Order is SET ASIDE. Respondent Judge shall allow
simplistic an approach. Such view overlooks the provisions of Section 2, Rule 1 of the petitioner reasonable time within which to submit evidence needed for the joint probate of
Revised Rules of Court, which advise that the rules shall be "liberally construed in order to the wills of the Cunanan spouses and see to it that the brothers and sisters of Dr. Jose F.
promote their object and to assist the parties in obtaining just, speedy, and inexpensive Cunanan are given all notices and copies of all pleadings pertinent to the probate
determination of every action and proceeding." proceedings.

A literal application of the Rules should be avoided if they would only result in the delay in SO ORDERED.
the administration of justice (Acain v. Intermediate Appellate Court, 155 SCRA 100 [1987];
Roberts v. Leonidas, 129 SCRA 33 [1984]).

What the law expressly prohibits is the making of joint wills either for the testator’s
reciprocal benefit or for the benefit of a third person (Civil Code of the Philippines, Article
818). In the case at bench, the Cunanan spouses executed separate wills. Since the two
wills contain essentially the same provisions and pertain to property which in all probability
are conjugal in nature, practical considerations dictate their joint probate. As this Court has
held a number of times, it will always strive to settle the entire controversy in a single
proceeding leaving no root or branch to bear the seeds of future litigation (Motoomull v.
Dela Paz, 187 SCRA 743 [1990]).

6
SPECIAL PROCEEDINGS CASES
G.R. No. 18600 March 9, 1922 7.ID. ; ID. ; ID. ; ID.—Ancillary letters should ordinarily be granted to the domiciliary
B. E. JOHANNES, husband of Carmen Theodora Johannes, deceased, as a representative, if he applies therefor, or to his nominee, or attorney; but in the absence of
administrator; CARLOS D'ALMEIDA and IDA JOHANNES, with her husband, J. E. express statutory requirement the court may in its discretion appoint some other person.
JOHANNES, relators, vs. Honorable GEORGE R. HARVEY, as judge of First
Instance of Manila, ALFREDO D'ALMEIDA, brother of Carmen Johannes, as 8.ID.; ID.; ID.; SECTION 783, CODE OF CIVIL PROCEDURE, CONSTRUED.—Pursuant
administrator, and PHILIPPINE TRUST COMPANY, as late guardian for a certain to section 783 of the Code of Civil Procedure, an order of a Court of First Instance
cash deposit of Carmen Johannes, respondent. appointing an administrator of the estate of a deceased person constitutes a final
determination of the rights of the parties thereunder, within the meaning of the statute, and
1.CONFLICT OF LAWS; ADMINISTRATION OF ESTATES; PRINCIPAL is appealable. (Sy Hong Eng vs. Sy Lioc Suy [1907], 8 Phil., 594.) Johannes vs. Harvey,
ADMINISTRATION AND ANCILLARY ADMINISTRATION, COMPARED.—One J, a 43 Phil. 175, No. 18600 March 9, 1922
married woman, died intestate in Singapore, Straits Settlements. Her husband was named
the administrator of her property by the Supreme Court of the Straits Settlements. Her The relevant facts disclosed by this petition for certiorari and the return thereto may be
brother was appointed by the Court of First Instance of the City of Manila administrator of stated as follows:
the Manila estate. Held: That the Court of First Instance of the City of Manila did not act in
excess of jurisdiction in naming the brother of the deceased as the ancillary administrator Mrs. Carmen Theodora Johannes nee Carmen D'Almeida, died intestate in Singapore,
of the estate. Straits Settlements, on August 31, 1921. Of her immediate family there remained the
husband, B. E. Johannes, the brothers, Frederick Charles D'Almeida and Alfred
2.ID. ; ID. ; ID.—When a person dies intestate owning property in the country of his D'Almeida, and the sister, Ida D'Almeida Johannes. Of these, the husband, the brother
domicile as well as in a foreign country, administration is had in both countries. That which Frederick, and the sister Ida, were residents of Singapore, while the brother Alfred was in
is granted in the jurisdiction of decedent's last domicile is termed the principal Manila. The Singapore heirs apparently joined in asking that letters of administration be
administration, while any other administration is termed the ancillary administration. granted by the Supreme Court of the Straits Settlements to B. E. Johannes, the lawful
husband of the deceased. At least, on September 19, 1921, the husband of the deceased.
3.ID.; ID.; ID.—A grant of administration does not ex proprio vigore have any effect beyond At least, on September 19, 1921, the husband was named the administrator of the property
the limits of the country in which it is granted. Hence, an administrator appointed in a of the deceased wife, which was locally situate within the jurisdiction of the Supreme Court
foreign state has no authority in the United States. of the Straits Settlements. (Under the British law [22 & 23 Charles II c 10, 29 Charles II c
3, and James II c 17], it would seem that the husband is entitled to the whole of the estate
4.ID. ; ID. ; ID.—The ancillary administration is proper, whenever a person dies, leaving in of his wife if she die intestate to the exclusive of any other next of kin.) On October 1, 1921,
a country other than that of his last domicile, property to be administered in the nature of the brother Alfred D' Almeida was, on his petition, appointed administrator of the Manila
assets of the decedent, liable for his individual debts or to be distributed among his heirs. estate of the deceased consisting of P109,732.55. This sum it appears, was on deposit in
the Manila banks under and by virtue of guardianship proceedings for the late Carmen
5.ID.; ID.; ID.; SECTION 642, CODE OF CIVIL PROCEDURE, CONSTRUED.— It is Theodora Johannes, which were finally terminated by the discharge of the guardian, the
almost a universal rule to give the surviving spouse a preference when an administrator is Philippine Trust Company, on January 16, 1922.
to be appointed, unless for strong reasons it is deemed advisable to name someone else.
This preference has particular force under Spanish law precedents. The burden of the relator's contention is that the Honorable George R. Harvey, as judge
of First Instance of the City of Manila, has acted in excess of his jurisdiction in appointing
6.ID.; ID.; ID.; ID.—The Code of Civil Procedure, in section 642, while naming the surviving Alfred D'Almeida administrator of the funds of the estate on deposit in the Philippines, and
husband or wife, as the case may be, as one to whom administration can be granted, that an administration in the jurisdiction is unnecessary. Accordingly, relators pray the court
leaves this to the discretion of the court to determine, for it may be found that the surviving to annul the appointment of Alfred D'Almeida and to issue an order directing the Judge of
spouse is unsuitable for the responsibility. First Instance to have placed to the credit of B. E. Johannes as administrator of the estate
of Carmen Theodora Johannes all of the funds of the late Carmen D'Almeida Johannes,
now on deposit and subject to the order of the court, with P5,000 as damages. The
respondents, Judge Harvey, and the administrator Alfred D'Almeida, in compliance with
the order to show cause why the writ should not issue, contend that the respondent judge
7
SPECIAL PROCEEDINGS CASES
has not in any manner acted in excess of the jurisdiction duly conferred upon and exercised Undoubtedly, if the husband should come into this jurisdiction, the court would give
by him in the manner provided by law, and that an order appointing an administrator is a consideration to this petition that he be named the ancillary administrator for local
final and appealable order. purposes. Ancillary letters should ordinarily be granted to the domicilliary representative,
if he applies therefor, or to his nominee, or attorney; but in the absence of express statutory
Certain general observations may possibly serve to clarify the situation. requirement the court may in its discretion appoint some other person. (24 C. J., 1114.)

It is often necessary to have more than one administration of an estate. When a person There is still another aspect to the case. This is that pursuant to section 783 of the Code
dies intestate owning property in the country of his domicile as well as in a foreign country, of Civil Procedure, an order of a Court of First Instance appointing an administration of the
administration is had in both countries. That which is granted in the jurisdiction of estate of a deceased person constitutes a final determination of the rights of the parties
decedent's last domicile is termed the principal administration, while any other thereunder, within the meaning of the statute, and is appealable. (Sy Hong Eng vs. Sy Lioc
administration is termed the ancillary administration. The reason for the latter is because Suy [1907], 8 Phil., 594.)
a grant of administration does not ex proprio vigore have any effect beyond the limits of
the country in which it is granted. Hence, an administrator appointed in a foreign state has As we reach the conclusion that the Court of First Instance has not acted in excess of its
no authority in the United States. The ancillary administration is proper, whenever a person jurisdiction, and as there in an appeal, certiorari will not lie. Accordingly, the writ prayed for
dies, leaving in a country other than that of his las domicile, property to be administered in cannot be granted. Costs against the relators. So ordered.
the nature of assets of the decedent, liable for his individual debts or to be distributed
among his heirs. (23 C. J., 1010, et seq.; 24 C. J., 1109, et seq.; Wilkins vs. Ellett [1882],
108 U. S., 256; Perez vs. Aguerria [1901], 1 Porto Rico Fed., 443; Vaughn vs. Barret
[1833], 5 Vt., 333.)

The principal administration in this instance is that at the domicile of the late Carmen
Theodora Johannes in Singapore, Straits Settlements. What is sought in the Philippine
Islands is an ancillary administration subsidiary to the domiciliary administration,
conformable to the provisions of sections 601, 602, and 603 of the Code of Civil Procedure.
The proper course of procedure would be for the ancillary administrator to pay the claims
of creditors, if there be any, settle the accounts, and remit the surplus to the domiciliary
jurisdiction, for distribution among the next of kin. Such administration appears to be
required in this jurisdiction since the provisions of section 596 of the Code of Civil
Procedure, which permit of the settlement of certain estates without legal proceedings,
have not been met. The decision of this court in Baldemor vs. Malangyaon ([1916]), 34
Phil., 368), on which relators rely, is then not in point because predicated directly on the
provisions of the section last cited.

It is almost a universal rule to give the surviving spouse a preference when an administrator
is to be appointed, unless for strong reasons it is deemed advisable to name someone
else. This preference has particular force under Spanish law precedents. (4
Escriche, Diccionario de Legislacion y Jurisprudencia, 1085.) However, the Code of Civil
Procedure, in section 642, while naming the surviving husband or wife, as the case may
be, as one to whom administration can be granted, leaves this to the discretion of the court
to determine, for it may be found that the surviving spouse is unsuitable for the
responsibility. Moreover, nonresidence is a factor to be considered in determining the
propriety of the appointment, and in this connection, it is to be noted that the husband of
the deceased, the administrator of the principal administration, resides in Singapore.
8
SPECIAL PROCEEDINGS CASES
G.R. No. L-54919 May 30, 1984 would be contrary to the sound and established public policy and would run counter to the
POLLY CAYETANO, petitioner, vs. HON. TOMAS T. LEONIDAS, in his capacity as specific provisions of Philippine Law.
the Presiding Judge of Branch XXXVIII, Court of First Instance of Manila and
NENITA CAMPOS PAGUIA, respondents Same; Same.—It is a settled rule that as regards the intrinsic validity of the provisions of
the will, as provided for by Article 16 (2) and 1039 of the Civil Code, the national law of the
Succession; Due Process; Attorneys; There being a proper substitution of attorneys where decedent must apply. This was squarely applied in the case of Bellis v. Bellis (20 SCRA
the Motion to Dismiss Opposition to reprobate of will was filed, trial judge acted properly in 358).
hearing evidence ex parte on probate of will in question.—We find no grave abuse of
discretion on the part of the respondent judge. No proof was adduced to support Motions; Due Process; There was no denial of due process as what the court repeatedly
petitioner’s contention that the motion to withdraw was secured through fraudulent means set for hearing was the Petition for Relief, not the Motion to Vacate Order of Jan. 10,
and that Atty. Franco Loyola was not his counsel of record. The records show that after 1979.—As regards the alleged absence of notice of hearing for the petition for relief, the
the filing of the contested motion, the petitioner at a later date, filed a manifestation wherein records will bear the fact that what was repeatedly scheduled for hearing on separate dates
he confirmed that the Motion to Dismiss Opposition was his voluntary act and deed. until June 19, 1980 was the petitioner’s petition for relief and not his motion to vacate the
Moreover, at the time the motion was filed, the petitioner’s former counsel, Atty. Jose P. order of January 10, 1979. There is no reason why the petitioner should have been led to
Lagrosa had long withdrawn from the case and had been substituted by Atty. Franco believe otherwise. The court even admonished the petitioner’s failing to adduce evidence
Loyola who in turn filed the motion. The present petitioner cannot, therefore, maintain that when his petition for relief was repeatedly set for hearing. There was no denial of due
the old man’s attorney of record was Atty. Lagrosa at the time of filing the motion. Since process. The fact that he requested “for the future setting of the case for hearing x x x” did
the withdrawal was in order, the respondent judge acted correctly in hearing the probate not mean that at the next hearing, the motion to vacate would be heard and given
of the will ex-parte, there being no other opposition to the same. preference in lieu of the petition for relief. Furthermore, such request should be embodied
in a motion and not in a mere notice of hearing.
Same; Where circumstances demand that intrinsic validity of testamentary provisions be
passed upon even before the extrinsic validity of will is resolved, probate court should meet Succession; Jurisdiction; Probate of Will of American citizen who left an estate in the
the issue.—The third issue raised deals with the validity of the provisions of the will. As a Philippines was properly filed in the City of Manila where estate is located.—Therefore,
general rule, the probate court’s authority is limited only to the extrinsic validity of the will, the settlement of the estate of Adoracion Campos was correctly filed with the Court of First
the due execution thereof, the testatrix’s testamentary capacity and the compliance with Instance of Manila where she had an estate since it was alleged and proven that Adoracion
the requisites or solemnities prescribed by law. The intrinsic validity of the will normally at the time of her death was a citizen and permanent resident of Pennsylvania, United
comes only after the court has declared that the will has been duly authenticated. However, States of America and not a “usual resident of Cavite” as alleged by the petitioner.
where practical considerations demand that the intrinsic validity of the will be passed upon, Moreover, petitioner is now estopped from questioning the jurisdiction of the probate court
even before it is probated, the court should meet the issue. (Maninang v. Court of Appeals, in the petition for relief. It is a settled rule that a party cannot invoke the jurisdiction of a
114 SCRA 478). court to secure affirmative relief, against his opponent and after failing to obtain such relief,
repudiate or question that same jurisdiction. Cayetano vs. Leonidas, 129 SCRA 522, No.
Same; The U.S. law on succession in the state of Pennsylvania applies to the intrinsic and L-54919 May 30, 1984
extrinsic validity of the last will and testament of a U.S. national and resident of
Pennsylvania under whose laws a person may give his entire estate to a complete This is a petition for review on certiorari, seeking to annul the order of the respondent judge
stranger.—Although on its face, the will appeared to have preterited the petitioner and of the Court of First Instance of Manila, Branch XXXVIII, which admitted to and allowed
thus, the respondent judge should have denied its reprobate outright, the private the probate of the last will and testament of Adoracion C. Campos, after an ex-parte
respondents have sufficiently established that Adoracion was, at the time of her death, an presentation of evidence by herein private respondent.
American citizen and a permanent resident of Philadelphia, Pennsylvania, U.S.A.
Therefore, under Article 16 par. (2) and 1039 of the Civil Code which respectively provide: On January 31, 1977, Adoracion C. Campos died, leaving her father, petitioner
x x x x the law which governs Adoracion Campo’s will is the law of Pennsylvania, U.S.A., Hermogenes Campos and her sisters, private respondent Nenita C. Paguia, Remedios C.
which is the national law of the decedent. Although the parties admit that the Pennsylvania Lopez and Marieta C. Medina as the surviving heirs. As Hermogenes Campos was the
law does not provide for legitimes and that all the estate may be given away by the testatrix only compulsory heir, he executed an Affidavit of Adjudication under Rule 74, Section I of
to a complete stranger, the petitioner argues that such law should not apply because it
9
SPECIAL PROCEEDINGS CASES
the Rules of Court whereby he adjudicated unto himself the ownership of the entire estate America; that the Last Will and Testament of the late Adoracion C. Campos
of the deceased Adoracion Campos. was admitted and granted probate by the Orphan's Court Division of the
Court of Common Pleas, the probate court of the Commonwealth of
Eleven months after, on November 25, 1977, Nenita C. Paguia filed a petition for the Pennsylvania, County of Philadelphia, U.S.A., and letters of administration
reprobate of a will of the deceased, Adoracion Campos, which was allegedly executed in were issued in favor of Clement J. McLaughlin all in accordance with the
the United States and for her appointment as administratrix of the estate of the deceased laws of the said foreign country on procedure and allowance of wills
testatrix. (Exhibits E to E-10); and that the petitioner is not suffering from any
disqualification which would render her unfit as administratrix of the estate
In her petition, Nenita alleged that the testatrix was an American citizen at the time of her in the Philippines of the late Adoracion C. Campos.
death and was a permanent resident of 4633 Ditman Street, Philadelphia, Pennsylvania,
U.S.A.; that the testatrix died in Manila on January 31, 1977 while temporarily residing with WHEREFORE, the Last Will and Testament of the late Adoracion C.
her sister at 2167 Leveriza, Malate, Manila; that during her lifetime, the testatrix made her Campos is hereby admitted to and allowed probate in the Philippines, and
last wig and testament on July 10, 1975, according to the laws of Pennsylvania, U.S.A., Nenita Campos Paguia is hereby appointed Administratrix of the estate of
nominating Wilfredo Barzaga of New Jersey as executor; that after the testatrix death, her said decedent; let Letters of Administration with the Will annexed issue in
last will and testament was presented, probated, allowed, and registered with the Registry favor of said Administratrix upon her filing of a bond in the amount of
of Wins at the County of Philadelphia, U.S.A., that Clement L. McLaughlin, the P5,000.00 conditioned under the provisions of Section I, Rule 81 of the
administrator who was appointed after Dr. Barzaga had declined and waived his Rules of Court.
appointment as executor in favor of the former, is also a resident of Philadelphia, U.S.A.,
and that therefore, there is an urgent need for the appointment of an administratrix to Another manifestation was filed by the petitioner on April 14, 1979, confirming the
administer and eventually distribute the properties of the estate located in the Philippines. withdrawal of his opposition, acknowledging the same to be his voluntary act and deed.

On January 11, 1978, an opposition to the reprobate of the will was filed by herein On May 25, 1979, Hermogenes Campos filed a petition for relief, praying that the order
petitioner alleging among other things, that he has every reason to believe that the will in allowing the will be set aside on the ground that the withdrawal of his opposition to the
question is a forgery; that the intrinsic provisions of the will are null and void; and that even same was secured through fraudulent means. According to him, the "Motion to Dismiss
if pertinent American laws on intrinsic provisions are invoked, the same could not apply Opposition" was inserted among the papers which he signed in connection with two Deeds
inasmuch as they would work injustice and injury to him. of Conditional Sales which he executed with the Construction and Development
Corporation of the Philippines (CDCP). He also alleged that the lawyer who filed the
On December 1, 1978, however, the petitioner through his counsel, Atty. Franco Loyola, withdrawal of the opposition was not his counsel-of-record in the special proceedings case.
filed a Motion to Dismiss Opposition (With Waiver of Rights or Interests) stating that he
"has been able to verify the veracity thereof (of the will) and now confirms the same to be The petition for relief was set for hearing but the petitioner failed to appear. He made
truly the probated will of his daughter Adoracion." Hence, an ex-partepresentation of several motions for postponement until the hearing was set on May 29, 1980.
evidence for the reprobate of the questioned will was made.
On May 18, 1980, petitioner filed another motion entitled "Motion to Vacate and/or Set
On January 10, 1979, the respondent judge issued an order, to wit: Aside the Order of January 10, 1979, and/or dismiss the case for lack of jurisdiction. In this
motion, the notice of hearing provided:
At the hearing, it has been satisfactorily established that Adoracion C.
Campos, in her lifetime, was a citizen of the United States of America with Please include this motion in your calendar for hearing on May 29, 1980 at
a permanent residence at 4633 Ditman Street, Philadelphia, PA 19124, 8:30 in the morning for submission for reconsideration and resolution of
(Exhibit D) that when alive, Adoracion C. Campos executed a Last Will and the Honorable Court. Until this Motion is resolved, may I also request for
Testament in the county of Philadelphia, Pennsylvania, U.S.A., according the future setting of the case for hearing on the Oppositor's motion to set
to the laws thereat (Exhibits E-3 to E-3-b) that while in temporary sojourn aside previously filed.
in the Philippines, Adoracion C. Campos died in the City of Manila (Exhibit
C) leaving property both in the Philippines and in the United States of
10
SPECIAL PROCEEDINGS CASES
The hearing of May 29, 1980 was re-set by the court for June 19, 1980. When the case the due process and a grave abuse of discretion amounting to lack of
was called for hearing on this date, the counsel for petitioner tried to argue his motion to jurisdiction.
vacate instead of adducing evidence in support of the petition for relief. Thus, the
respondent judge issued an order dismissing the petition for relief for failure to present 5) He acquired no jurisdiction over the testate case, the fact that the
evidence in support thereof. Petitioner filed a motion for reconsideration but the same was Testator at the time of death was a usual resident of Dasmariñas, Cavite,
denied. In the same order, respondent judge also denied the motion to vacate for lack of consequently Cavite Court of First Instance has exclusive jurisdiction over
merit. Hence, this petition. the case (De Borja vs. Tan, G.R. No. L-7792, July 1955).

Meanwhile, on June 6,1982, petitioner Hermogenes Campos died and left a will, which, The first two issues raised by the petitioner are anchored on the allegation that the
incidentally has been questioned by the respondent, his children and forced heirs as, on respondent judge acted with grave abuse of discretion when he allowed the withdrawal of
its face, patently null and void, and a fabrication, appointing Polly Cayetano as the the petitioner's opposition to the reprobate of the will.
executrix of his last will and testament. Cayetano, therefore, filed a motion to substitute
herself as petitioner in the instant case which was granted by the court on September 13, We find no grave abuse of discretion on the part of the respondent judge. No proof was
1982. adduced to support petitioner's contention that the motion to withdraw was secured
through fraudulent means and that Atty. Franco Loyola was not his counsel of record. The
A motion to dismiss the petition on the ground that the rights of the petitioner Hermogenes records show that after the firing of the contested motion, the petitioner at a later date, filed
Campos merged upon his death with the rights of the respondent and her sisters, only a manifestation wherein he confirmed that the Motion to Dismiss Opposition was his
remaining children and forced heirs was denied on September 12, 1983. voluntary act and deed. Moreover, at the time the motion was filed, the petitioner's former
counsel, Atty. Jose P. Lagrosa had long withdrawn from the case and had been substituted
Petitioner Cayetano persists with the allegations that the respondent judge acted without by Atty. Franco Loyola who in turn filed the motion. The present petitioner cannot,
or in excess of his jurisdiction when: therefore, maintain that the old man's attorney of record was Atty. Lagrosa at the time of
filing the motion. Since the withdrawal was in order, the respondent judge acted correctly
1) He ruled the petitioner lost his standing in court deprived the Right to in hearing the probate of the will ex-parte, there being no other opposition to the same.
Notice (sic) upon the filing of the Motion to Dismiss opposition with waiver
of rights or interests against the estate of deceased Adoracion C. Campos, The third issue raised deals with the validity of the provisions of the will. As a general rule,
thus, paving the way for the hearing ex-parte of the petition for the probate the probate court's authority is limited only to the extrinsic validity of the will, the due
of decedent will. execution thereof, the testatrix's testamentary capacity and the compliance with the
requisites or solemnities prescribed by law. The intrinsic validity of the will normally comes
2) He ruled that petitioner can waive, renounce or repudiate (not made in only after the court has declared that the will has been duly authenticated. However, where
a public or authenticated instrument), or by way of a petition presented to practical considerations demand that the intrinsic validity of the will be passed upon, even
the court but by way of a motion presented prior to an order for the before it is probated, the court should meet the issue. (Maninang vs. Court of Appeals, 114
distribution of the estate-the law especially providing that repudiation of an SCRA 478).
inheritance must be presented, within 30 days after it has issued an order
for the distribution of the estate in accordance with the rules of Court. In the case at bar, the petitioner maintains that since the respondent judge allowed the
reprobate of Adoracion's will, Hermogenes C. Campos was divested of his legitime which
3) He ruled that the right of a forced heir to his legitime can be divested by was reserved by the law for him.
a decree admitting a will to probate in which no provision is made for the
forced heir in complete disregard of Law of Succession This contention is without merit.

4) He denied petitioner's petition for Relief on the ground that no evidence Although on its face, the will appeared to have preterited the petitioner and thus, the
was adduced to support the Petition for Relief when no Notice nor hearing respondent judge should have denied its reprobate outright, the private respondents have
was set to afford petitioner to prove the merit of his petition — a denial of sufficiently established that Adoracion was, at the time of her death, an American citizen

11
SPECIAL PROCEEDINGS CASES
and a permanent resident of Philadelphia, Pennsylvania, U.S.A. Therefore, under Article of the will and the amount of successional rights are to be determined
16 par. (2) and 1039 of the Civil Code which respectively provide: under Texas law, the Philippine Law on legitimes cannot be applied to the
testacy of Amos G. Bellis.
Art. 16 par. (2).
As regards the alleged absence of notice of hearing for the petition for relief, the records
xxx xxx xxx wig bear the fact that what was repeatedly scheduled for hearing on separate dates until
June 19, 1980 was the petitioner's petition for relief and not his motion to vacate the order
However, intestate and testamentary successions, both with respect to the of January 10, 1979. There is no reason why the petitioner should have been led to believe
order of succession and to the amount of successional rights and to the otherwise. The court even admonished the petitioner's failing to adduce evidence when
intrinsic validity of testamentary provisions, shall be regulated by the his petition for relief was repeatedly set for hearing. There was no denial of due process.
national law of the person whose succession is under consideration, The fact that he requested "for the future setting of the case for hearing . . ." did not mean
whatever may be the nature of the property and regardless of the country that at the next hearing, the motion to vacate would be heard and given preference in lieu
wherein said property may be found. of the petition for relief. Furthermore, such request should be embodied in a motion and
not in a mere notice of hearing.
Art. 1039.
Finally, we find the contention of the petition as to the issue of jurisdiction utterly devoid of
merit. Under Rule 73, Section 1, of the Rules of Court, it is provided that:
Capacity to succeed is governed by the law of the nation of the decedent.
SECTION 1. Where estate of deceased persons settled. — If the decedent
the law which governs Adoracion Campo's will is the law of Pennsylvania, U.S.A., which
is an inhabitant of the Philippines at the time of his death, whether a citizen
is the national law of the decedent. Although the parties admit that the Pennsylvania law
or an alien, his will shall be proved, or letters of administration granted, and
does not provide for legitimes and that all the estate may be given away by the testatrix to
his estate settled, in the Court of First Instance in the province in which he
a complete stranger, the petitioner argues that such law should not apply because it would
resided at the time of his death, and if he is an inhabitant of a foreign
be contrary to the sound and established public policy and would run counter to the specific
country, the Court of First Instance of any province in which he had estate.
provisions of Philippine Law.
The court first taking cognizance of the settlement of the estate of a
decedent, shall exercise jurisdiction to the exclusion of all other courts. The
It is a settled rule that as regards the intrinsic validity of the provisions of the will, as jurisdiction assumed by a court, so far as it depends on the place of
provided for by Article 16(2) and 1039 of the Civil Code, the national law of the decedent residence of the decedent, or of the location of his estate, shall not be
must apply. This was squarely applied in the case of Bellis v. Bellis (20 SCRA 358) wherein contested in a suit or proceeding, except in an appeal from that court, in
we ruled: the original case, or when the want of jurisdiction appears on the record.

It is therefore evident that whatever public policy or good customs may be Therefore, the settlement of the estate of Adoracion Campos was correctly filed with the
involved in our system of legitimes, Congress has not intended to extend Court of First Instance of Manila where she had an estate since it was alleged and proven
the same to the succession of foreign nationals. For it has specifically that Adoracion at the time of her death was a citizen and permanent resident of
chosen to leave, inter alia, the amount of successional rights, to the Pennsylvania, United States of America and not a "usual resident of Cavite" as alleged by
decedent's national law. Specific provisions must prevail over general the petitioner. Moreover, petitioner is now estopped from questioning the jurisdiction of the
ones. probate court in the petition for relief. It is a settled rule that a party cannot invoke the
jurisdiction of a court to secure affirmative relief, against his opponent and after failing to
xxx xxx xxx obtain such relief, repudiate or question that same jurisdiction. (See Saulog Transit, Inc.
vs. Hon. Manuel Lazaro, et al., G. R. No. 63 284, April 4, 1984).
The parties admit that the decedent, Amos G. Bellis, was a citizen of the
State of Texas, U.S.A., and under the law of Texas, there are no forced WHEREFORE, the petition for certiorari and prohibition is hereby dismissed for lack of
heirs or legitimes. Accordingly, since the intrinsic validity of the provision merit.
12
SPECIAL PROCEEDINGS CASES
SO ORDERED.

13
SPECIAL PROCEEDINGS CASES
G.R. No. L-3677 November 29, 1951 Ross, Sr., James Madison Ross, Jr. and Ewald E. Selph were named executors. The
In the Matter of the Testate Estate of BASIL GORDON BUTLER; MERCEDES estate having been settled, the proceedings were closed on July 17, 1947.
LEON, petitioner-appellant, and ADA LOGGEY GHEZZI, administratrix-appellant, vs.
MANUFACTURERS LIFE INSURANCE CO., thru Philippine Branch, oppositor- The will contained this residuary clause:
appellee.
After payment of these legacies and my just debts, including funeral expenses, I
1. EXECUTORS AND ADMINISTRATORS; EXTENT OF POWER OF devise, give and bequeath all of my remaining estate and personal effects of which
ADMINISTRATION.- I may die possessed to Mercedes de Leon, of Maypajo, Caloocan, Rizal, to wit:
the personal effects to be delivered to her for her use and profit; the moneys,
The general rule universally recognized is that administration extends only to the assets securities and other valuable property, not personal effects, to be held in trust for
of a decedent found within the state or country where it was granted, so that an her benefit by my executors, at their absolute discretion, to be administered for her
administrator appointed in one state or country has no power over property in another state permanent benefit in whatever way they may consider most advantageous in the
or country. circumstances existing. Since the said Mercedes de Leon is not of sound
judgment, and discretion in the handling of money, it is not my wish that she be
2. EXECUTORS AND ADMINISTRATORS; ANNUITIES; PROCEEDS NO LONGER given any sums of money other than for her current needs, except as my executors
FORM PART OF DECEDENT'S ESTATE; FUNDS BEYOND THE CONTROL OF in their judgment deem advantageous to her. In case the amount available for this
PROBATE COURT.- bequest be sufficient to purchase an adequate annuity, the executors in their
discretion may do so. And I attest and direct that I do not wish to intend that the
The entire amount invested in a contract of annuity by virtue of which the beneficiary action of my executors upon their discretion in this matter be questioned by anyone
receives a periodical sum during her lifetime, no longer forms part of a decedent's estate whatsoever.
and is beyond the control of a probate court. It has passed completely into the hands of
the company from which the annuity was purchased in accordance with contract duly For the purpose of carrying out that testamentary provision, James Madison Ross was
authorized and validly executed. Whether considered as a trust or as a simple appointed trustee by the New York County Surrogate's Court on February 4, 1948. Once
consideration for the company's assumed obligation, the proceeds of the sale can not be appointed, and with the beneficiary signing the application with him, Ross bought an
withdrawn without the consent of the company, except where upon the death of the annuity from the Manufacturer's life Insurance Co. at its head office in Toronto, Canada,
annuitant, the residuary legatee claims the remainder, if there be any. Neither the paying in advance $17,091.03 as the combined premiums. The contract stipulates for a
domiciliary or ancillary executor of the decedent's will, nor the trustee, nor the annuitant monthly payment of $57.60 to Mercedes Benz during her lifetime, with the proviso that in
has disposition of any of these funds beyond the amount and except upon the conditions the event of her death, the residue, if any, of the capital sum shall be paid in one sum to
agreed upon in the contract of annuity. James Madison Ross or his successor as trustee. And beginning May 27, 1948, Mercedes
de Leon has been receiving the stipulated monthly allowance through the Insurance
This is an appeal from the Court of First Instance of Manila which denied a motion of the Company's Manila Office.
administratrix in the matter of the testate estate of Basil Gordon Butler (Special
Proceedings No. 6218). The motion prayed for the citation of the Manager of the Manila With the object, so it would seem, of getting hold at once of the entire amount invested in
Branch of the Manufacturers Life Insurance Co. of Toronto, Canada, to appear and under the annuity, Mercedes de Leon on September 4, 1948, presented Butler's will for probate
a complete accounting of certain funds the said Branch allegedly has in its possession and in the Court of First Instance of Manila, and secured the appointment of Ada Loggey
claimed to belong to the estate. His Honor, Judge Rafael Amparo of the court below, held Ghezzi as administratrix with the will annexed early in 1949. (James Madison Ross and
that these funds "came into the possession of the Manufacturers Life Insurance Co., Inc., Ewald E. Selph had expressly declined appointment as executors "on the ground that the
regularly and in due course and, therefore, sees no justifiable ground to require said probate proceedings of the above estate were terminated by the Surrogate's Court of the
company to render an accounting thereon." County of New York, New York City, U. S. A., and that there are no properties of the estate
left to be administered.") After having qualified, the administratrix filed the motion which
The essential facts are that Basil Gordon Butler, formerly a resident of the Philippines, died Judge Amparo has denied; and as the party most if not solely interested in that motion,
in Brooklyn, New York City, in 1945, leaving a will which was duly probated in the Mercedes de Leon has joined Ghezzi in this appeal.
Surrogate's Court of New York County on August 3 of the same year, and of which James
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SPECIAL PROCEEDINGS CASES
The administration of Butler's estate granted in New York was the principal or domiciliary In the third place, the power of the court to cite a person for the purpose stated in the
administration (Johannes vs. Harvey, 43 Phil., 175), while the administration taken out in administratrix's motion is defined in section 7 of Rule 88, which provides.
the Philippines is ancillary. However, the distinction serves only to distinguish one
administration from the other, for the two proceedings are separate and independent. (34 Person entrusted with estate compelled to render account.—The court, on
C.J.S. 1232,1233). complaint of an executor or administrator, with any part the estate of the deceased
to appear before it, and may require such person to render a full account, on oath,
The important thing to inquire into is the Manila court's authority with respect to the assets of the money, goods, chattels, bonds, accounts, or other papers belonging to such
herein involved. The general rule universally recognized is that administration extends only estate as came to his possession in trust for such executor or administrator, and
to the assets of a decedent found within the state or country where it was granted, so that for his proceedings thereon; and if the person so cited refuses to appear to render
an administrator appointed in one state or country has no power over property in another such account, the court may punish him for contempt as having disobeyed a lawful
state or country. (Keenan vs. Toury, 132 A.L.R. 1362; Nash vs. Benari, 3 A.L.R. 61; order of the court.
Michigan Trust Co. vs. Chaffee, 149 A.L.R. 1078).This principle is specifically embodied
in section 4 of Rule 78 of the Rules of Court: The appellant administratrix did not entrust to the appellee the money she wants the latter
to account for, nor did the said money come to the appellee's possession in trust for the
Estate, how administered.—When a will is thus allowed, the court shall grant letters administratrix. In other words, the administratrix is a complete stranger to the subject of
testamentary, or letters of administration with the will annexed, and such letters the motion and to the appellee. There being no creditors, the only subject of the motion,
testamentary or of administration, shall extend to all the estate of the testator in we incline to believe, is to enable Mercedes de Leon to get the legacy in a lump sum in
the Philippines. Such estate, after the payment of just debts and expenses of complete disregard of the wishes of the testator, who showed deep concern for her
administration, shall be disposed of according to such will, so far as such will may welfare, and of the annuity contract which the annuitant herself applied for in conjunction
operate upon it; and the residue, if any, shall be disposed of as is provided by law with the trustee.
in cases of estates in the Philippines belonging to persons who are inhabitants of
another state or country. All in all, from every standpoint, including that of the annuitant's financial well-being, the
motion and the appeal are utterly groundless and ill-advised.
It is manifest from the facts before set out that the funds in question are outside the
jurisdiction of the probate court of Manila. Having been invested in an annuity in Canada The appealed order therefore is affirmed with costs against the appellants.
under a contract executed in the country, Canada is the suits of the money. The party
whose appearance the appellant seeks is only a branch or agency of the company which
holds the funds in its possession, the agency's intervention being limited to delivering to
the annuitant the checks made out and issued from the home office. There is no showing
or allegation that the funds have been transferred or removed to the Manila Branch.

Even if the money were in the hands of the Manila Branch, yet it no longer forms part of
butler's estate and is beyond the control of the court. It has passed completely into the
hands of the company in virtue of a contract duly authorized and validly executed. Whether
considered as a trust or as simple consideration for the company's assumed obligation,
which it has been religiously performing, of paying periodical allowances to the annuitant,
the proceeds of the sale can not be withdrawn without the consent of the company, except,
upon the death of the annuitant, the residuary legatee may claim the remainder, if there
be any. Neither the domiciliary or ancillary executor of Butler's will, nor the trustee, nor the
annuitant has disposition of any of these funds beyond the amounts and except upon the
conditions agreed upon in the contract for annuity.

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