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INTRODUCTION TO SPECIAL PROCEEDINGS
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OLD RULES OF COURT F+1'0!#)!+!(+81'!#*!+(&,#)!! E#&!5+1'0!#)!+!(+81'!#*! C#6'!1$'(,+4!(,/,4!+(&,#)1!
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SECTION 1. Action Defined – Action means an ordinary suit in a court of justice,
by which one party prosecutes another for the enforcement or protection of a right, 9#%$81I!!
or the prevention or redress of a wrong.
Q: What is the extent of the jurisdiction of the RTC acting as a probate court
SEC. 2. Special Proceeding distinguished – Every other remedy, including one in special proceedings?
to establish the status or right of a party, or a particular fact, shall be by special A: The Court of First Instance [now RTC], as a probate court, has no jurisdiction to
proceeding. take cognizance of the petition for reconveyance. The remedy sought by petitioner
for the reconveyance to her of her share in the Hacienda upon the ground that the
! same was acquired by respondent through fraud or misrepresentation cannot be
Q: What are the distinctions between an ordinary action and a special obtained by a mere petition in the probate proceedings.
proceeding?
A: There is a distinction between an "action" and a "special proceeding," and that The court of first instance, acting as a probate court, has limited jurisdiction and can
when the Legislature used the word "action" it did not mean "special proceeding." take cognizance only of "matters of probate, both testate and intestate estates, xxx
and all such special cases and proceedings are not otherwise provided for." The
An action - is a formal demand of one's legal rights in a court of justice in the jurisdiction of a probate court is limited and special, and this should be understood
manner prescribed by the court or by the law. It is the method of applying legal to comprehend only cases related to those powers specified in the law, and cannot
remedies according to definite established rules. extend to the adjudication of collateral matters. The petition for reconveyance has
The term "special proceeding" - may be defined as an application or proceeding given rise to a controversy involving rights over a real property which would require
to establish the status or right of a party, or a particular fact. Usually, in special the presentation of evidence and the determination of legal questions that should be
proceedings, no formal pleadings are required, unless the statute expressly so ventilated in a court of general jurisdiction. (Mangaliman vs. Gonzales)
provides. The remedy in special proceedings is generally granted upon an
application or motion. It is a well-settled rule in this jurisdiction, sanctioned and reiterated in a long line of
decisions, that "when questions arise as to ownership of property alleged to be a
Illustrations of special proceedings, in contradistinction to actions, may be given: part of the estate of a deceased person, but claimed by some other person to be his
Proceedings for the appointment of an administrator, guardians, tutors; contest of property, not by virtue of any right of inheritance from the deceased, but by title
wills; to perpetuate testimony; to change the name of persons; application for adverse to that of the deceased and his estate, such questions cannot be
admission to the bar, etc., etc. (Bliss on Code Pleading, 3d ed., sec. 1.) determined in the courts of administrative proceedings. The Court of First Instance,
(Hagans vs. Wislizenus) acting, as a probate court, has no jurisdiction to adjudicate such contentions, which
must be submitted to the Court of First Instance in the exercise of its general
! jurisdiction as a court of first instance." (Baybayan vs. Aquino)
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Natcher vs. CA - An action is a formal demand of one’s right in a court of justice
"#!$%#&'(&!#%!')*#%('!+!%,-.&! 3)/#4/'1!&.'!'1&+54,1.6')&! 9,/,4!:(&,#)!185;'(&!&#! in the manner prescribed by the court or by the law. It is the method of applying
#%!$%'/')&!#%!%'0%'11!+! #*!+!%,-.&7!1&+&817!#%!*+(&!! 1$'(,*,(!%84'1<!! legal remedies according to definite established rules. The term “special
2%#)-!! proceeding” may be defined as an application or proceeding to establish the status
or right of a party, or a particular fact. Usually, in special proceedings, no formal
3)/#4/'!=!#%!6#%'!$+%&,'1!>! ?+@!,)/#4/'!#)4@!#)'!$+%&@!>! 3)/#4/'1!&2#!#%!6#%'!$+%&,'1!!
pleadings are required unless the statute expressly so provides. In special
$4+,)&,**!+)0!0'*')0+)&!! &.'!$'&,&,#)'%!! proceedings, the remedy is granted generally upon an application or motion.
A#/'%)'0!5@!#%0,)+%@!%84'17! A#/'%)'0!5@!1$'(,+4!%84'17! B%0,)+%@!%84'1!+$$4@!
18$$4'6')&'0!5@!1$'(,+4! 18$$4'6')&'0!5@!#%0,)+%@! $%,6+%,4@!58&!185;'(&!&#! An action for reconveyance and annulment of title with damages is a civil action;
%84'1!! %84'1!! 1$'(,*,(!%84'1!! matters relating to settlement of the estate such as advancement of property made
3),&,+&'0!5@!+!(#6$4+,)&7!+)0! 3),&,+&'0!5@!+!$'&,&,#)!+)0! C#6'!+%'!,),&,+&'0!5@! by the decedent, partake of the nature of a special proceeding.
Applying these principles, an action for reconveyance and annulment of title with
$+%&,'1!%'1$#)0!&.%#8-.!+)! $+%&,'1!%'1$#)0!&.%#8-.!+)! (#6$4+,)&7!2.,4'!1#6'!+%'!
damages is a civil action, whereas matters relating to settlement of the estate of a
+)12'%!! #$$#1,&,#)!! ,),&,+&'0!5@!$'&,&,#)!! deceased person such as advancement of property made by the decedent, partake
D'+%0!5@!(#8%&1!#*!-')'%+4! D'+%0!5@!(#8%&1!#*!4,6,&'0! ! of the nature of a special proceeding, which concomitantly requires the application
;8%,10,(&,#)!! ;8%,10,(&,#)!! of specific rules as provided for in the Rules of Court. Clearly, matters which involve
3118'1!#%!0,1$8&'1!+%'!1&+&'0! 3118'1!+%'!0'&'%6,)'0!5@! ! settlement and distribution of the estate of the decedent fall within the exclusive
,)!&.'!$4'+0,)-1!#*!&.'! 4+2!! province of the probate court in the exercise of its limited jurisdiction.
Questions as to advancement made or alleged to have been made by the deceased Article 222 of the Civil Code applies only to civil actions which are essentially
to any heir may be heard and determined by the court having jurisdiction of the adversarial and involve members of the same family.
estate proceedings; and the final order of the court thereon shall be binding on the Art. 222. No suit shall be filed or maintained between members of the same
person raising the questions and on the heir. family unless it should appear that earnest efforts toward a compromise
have been made, but that the same have failed, subject to the limitations in
Whether a particular matter should be resolved by the RTC in the exercise of its Article 2035.
general jurisdiction or its limited probate jurisdiction is not jurisdictional but a mere The above provision of the law is applicable only to ordinary civil actions. This is
question of procedure. clear from the term “suit,” it refers to an action by one person or persons against
In Coca vs. Borromeo and Mendoza vs. Teh that whether a particular matter should another or others in a court of justice in which the plaintiff pursues the remedy
be resolved by the Regional Trial Court (then Court of First Instance) in the exercise which the law affords him for the redress of an injury or the enforcement of a right,
of its general jurisdiction or its limited probate jurisdiction is not a jurisdictional whether at law or in equity. An excerpt from the Report of the Code Commission
issue but a mere question of procedure. In essence, it is a procedural question unmistakably reveals the intention to make that legal provision applicable only to
involving a mode of practice “which may be waived.” civil actions which are essentially adversarial and involve members of the same
family.
Generally, a probate court may not decide a question of title or ownership, yet if
the interested parties are all heirs, or the question is one of collation or JURISDICTION
advancement, or the parties consent to the assumption of jurisdiction by the
probate court and the rights of third parties are not impaired, then the probate court Changes under B.P. 129 (The Judiciary Reorganization Act of 1980
is competent to decide the question of ownership.
Section 9. Jurisdiction. – The Court of Appeals shall Exercise:
Q: May probate courts determine issues of ownership in a proceeding for 1. Original jurisdiction to issue writs of mandamus, prohibition, certiorari, habeas
the settlement of estate of decedent? Explain. corpus, and quo warranto, and auxiliary writs or processes, whether or not in aid of
A: its appellate jurisdiction; . . .
GR: No, because probate courts are courts of limited jurisdiction.
EXCEPT: Sec. 19. Jurisdiction in civil cases. Regional Trial Courts shall exercise exclusive
1. Provisionally, for the sole purpose of including the property in the inventory, original jurisdiction.
without prejudice to its final determination in a separate action; xxx
2. When all the parties are heirs of the decedent and they agreed to submit the
issue of ownership to the probate court, provided that no rights of third persons are (4) In all matters of probate, both testate and intestate,where the gross value of the
prejudiced; estate exceeds One hundredthousand pesos (P100,000.00) or, in probate matters
3. If the question is one of collation or advancement; or inMetro Manila, where such gross value exceeds TwoHundred thousand pesos
4. If the parties consent to the assumption of jurisdiction by the probate court and (P200,000.00);
no rights of third parties are prejudiced. (Agpalo, Handbook on Special Proceedings, (5) In all actions involving the contract of marriage andmarital relations;
pp. 10-12, 2003 ed.) xxx
(7) In all civil actions and special proceedings falling within the exclusive original
Vda. De Manalo vs. CA - In the determination of the nature of an action or jurisdiction of a Juvenile and Domestic Relations Court and of the Court of Agrarian
proceeding, the averments and the character of the relief sought in the complaint, Relations as now provided by law;
or petition, shall be controlling. A careful scrutiny of the Petition for Issuance of
Letters of Administration, Settlement and Distribution of Estate belies petitioners’ Sec. 21. Original jurisdiction in other cases. – Regional Trial Courts shall
claim that the same is in the nature of an ordinary civil action. The petition contains exercise original jurisdiction:
sufficient jurisdictional facts required in a petition for the settlement of estate of a (1) In the issuance of writs of certiorari, prohibition, mandamus, quo warranto,
deceased person In addition, the reliefs prayed for in the said petition leave no room habeas corpus and injunction which may be enforced in any part of their respective
for doubt as regard the intention of the petitioners to seek judicial settlement of the regions;. . .
estate of their deceased father.
Sec. 23. Special jurisdiction to try special cases. – The Supreme Court may
The trial court, sitting as a probate court, has limited and special jurisdiction and designate certain branches of the Regional Trial Courts to handle exclusively
cannot hear and dispose of collateral matters and issues which may be properly criminal cases, juvenile and domestic relations cases, agrarian cases, urban land
threshed out only in an ordinary civil action. In addition, the rule has always been to reform cases which do not fall under the jurisdiction of quasi-judicial bodies and
the effect that the jurisdiction of a court, as well as the concomitant nature of an agencies, and/or such other special cases as the Supreme Court may determine in
action, is determined by the averments in the complaint and not by the defenses the interest of a speedy and efficient administration of justice.
contained in the answer. If it were otherwise, it would not be too difficult to have a
case either thrown out of court or its proceedings unduly delayed by simple Sec. 33. Jurisdiction of Metropolitan Trial Courts, Municipal TrialCourts and
strategem. Municipal Circuit Trial Courts in Civil Cases.
Q: How should the rules governing special proceedings be construed? The cases cited by respondent where this Court ruled that the separate total claim of
A: Liberally. Since the rules provided for in special proceedings are part of the Rules the parties and not the combined claims against each other determine the appellate
of Court, it follows that they should be liberally construed. jurisdictional amount, are not applicable, because Section 2, Rule 75 of the [Old]
Lapses in the literal observance of a rule of procedure will be overlooked when they: Rules of Court is explicit that the amount or value involved or in controversy in
- Do not involve public policy probate proceedings is that of the entire estate. Assuming, arguendo, that the rule
- When they arose from an honest mistake or unforeseen accident in the cases cited by respondent is here applicable, it should be noted that
- When they have not prejudiced the adverse party respondent claims the whole estate of at least more than 3/4 thereof. Said claim,
- When they have not deprived the court of its authority. reduced to a pecuniary standard, on the basis of the inventory, would amount to
more than P200,000.00 and, consequently, within the exclusive jurisdiction of the
Q: Does the Statute of Limitations apply to probate proceedings? Supreme Court [under the old rules on appellate jurisdiction].
A: NO. To hold that the statute of limitations is applicable to the probate of wills
would be destructive of the right to testamentary disposition and violative of the
owner’s right of control over his property, within the legal limits. Rule 76
!
Issuance of letters testamentary/administration Q: What are the steps in determining which court has jurisdiction over the
(special administrator may also be appointed) probate of a will?
A: The following must first be determined:
1. WON the decedent is a resident of the Philippines;
!
2. Gross Value of the estate [determines whether MTC/RTC and whether it
Publication of Notice for filing claims could be subject to summary settlement];
3. Residence of the decedent to determine the venue;
! 4. WON the decedent left any debt;
Period for filing claims/filing of claims 5. WON the decedent left a will.
!
Issuance of Order of Payment or Sale of properties Q: What is the nature of the jurisdiction of a probate court?
A: It is purely statutory; therefore, it is limited and special, and all acts in excess of
! the statutory power conferred are nugatory and do not bind those who have invoked
Payment of Claims: Sale/mortgage/Encumbrance of its authority or submitted to its decisions. Authority/jurisdiction cannot expand to
estate properties collateral matters not arising out of/in any way related to the settlement and
adjudication of the properties of the deceased.
!
Distribution of remainder, if any [NOTE: this can be Q: When does the court acquire jurisdiction in the settlement of the estate
done earlier if a bond is filed by the heirs] of a deceased person who died with a will?
Q: State the rule on venue in judicial settlement of estate of deceased The law of jurisdiction confers upon Court of First Instance jurisdiction over all
persons. probate cases independently of the place of residence of the deceased. Since,
however, there are many courts of first instance in the Philippines, the law of
Resident Decedent Non-Resident Decedent procedure, Act No. 190, section 600, fixes the venue or the place where each case
Court of the province/city where the Court of the province/city in which he shall be brought. Thus, the place of residence of the deceased is not an element of
deceased resided at the time of death, had an estate. jurisdiction over the subject matter but merely of venue. And it is upon this ground
whether a citizen or alien that in the new Rules of Court the province where the estate of a deceased person
shall be settled is properly called "venue."
Q: What is venue?
Q: What is the meaning of “resides” under §1 R. 73? Ongsingco vs. Tan - The dispute is between petitioner and respondent
A: The term “resides” connotes ex vi termini “actual residence” as distinguished administrator involving the ownership of two parcels of land situated in Santa Rosa,
from “legal residence or domicile.” This term “resides,” like the terms “residing” and Nueva Ecija, and this question has been squarely raised in a civil action pending in
“residence,” is elastic and should be interpreted in the light of the object or purpose the court of first instance, which was instituted precisely because of the dispute that
of the statute or rule in which it is employed. had arisen. Therefore the Court held that the respondent [probate] court exceeded
its jurisdiction in acting upon the question in its capacity as probate court.
"The question of ownership of property is one which should be determined in an Q: Can jurisdiction assumed by the court be contested or questioned?
ordinary action and not in probate proceedings, and this applies whether or not A: The jurisdiction assumed by a CFI for the settlement of an estate, so far as it
the property is alleged to belong to the estate.” Another case held that "The general depends on the place of residence of a person, or of the location of his estate,
rule is that questions as to title to property cannot be passed upon in testate or cannot be contested in a suit or proceeding except in an appeal from that court, in
intestate proceedings" or, stating the rule more elaborately, "when questions arise the original case, or when the want of jurisdiction appears on the record. (Vda de
as to the ownership of property alleged to be a part of the estate of deceased Manzanero v CFI Batangas)
person, but claimed by some other person to be his property, not by virtue of any
right of inheritance from the deceased, but by title adverse to that of the deceased Q: In the exercise of probate jurisdiction, what matters may the court
and his estate, such questions cannot be determined in the courts of administrative consider?
proceedings. The Court of First Instance, acting as a probate court, has no A: Any incident which might arise in connection with special proceedings, such as
jurisdiction to adjudicate such contentions, which must be submitted to the court in impugning the validity of a will, or objecting to the authentication thereof, and all
the exercise of its general jurisdiction. demands and claims filed by an heir, legatee, or party in interest to a testate or
intestate succession, shall be acted upon and decided in the same special
Q: In the settlement of the estate of a decedent, what is the applicability of proceedings, and not in a separate action, and the judge who has jurisdiction of the
the provision conferring concurrent and exclusive jurisdiction? administration of the inheritance, and who, when the time comes, will be called
A: In granting the court first taking cognizance of the case exclusive jurisdiction upon to divide and adjudicate it to the interested parties, shall take cognizance of all
over the same, said provision of the Rules of Court evidently refers to cases triable such questions. (Benedicto v Javellana)
before 2 or more courts with concurrent jurisdictions. It could not have possibly
deprive a competent court of the authority vested therein by law, merely because a Q: Give examples of matters within the jurisdiction of probate courts:
similar case had been previously filed before a court to which jurisdiction is denied A: 1) Questions as to who are the heirs of the decedent.
by law, for the same would then be defeated by the will of one of the parties. 2) Recognition of a natural child.
3) Validity of disinheritance effected by testator.
More specifically, said provision refers mainly to non-resident decedents who have 4) Status of a woman of hereditary rights.
properties in several provinces in the Philippines, for the settlement of their 5) Validity of a waiver of hereditary rights.
respective estates may be because said courts then have concurrent jurisdiction – 6) Matters incidental or collateral to the settlement and distribution of the estate,
and hence, the one first taking cognizance of the case shall exclude the other courts such as the determination of the status of each heir and whether the property in the
– but also, because the statement of this effect in said Section 1 Rule 75 (now 73) inventory is conjugal or exclusive property of the deceased spouse.
of the Rules of Court immediately follows the last part of the next preceding
sentence, which deals with non-resident decedents, whose estate may be settled Q: Can a probate court, in an intestate proceeding, entertain petition for the
before the court of first instance of any province in which they have properties. probate of a will?
(Eusebio v Eusebio) A: The probate court has no jurisdiction to entertain the petition for the probate of
the alleged will of Adriana Maloto in an intestate proceeding. It is not proper to
make a finding in an intestate proceeding that a discovered will has been revoked.
Q: Once the court assumes jurisdictions, can it be deprived of its The more appropriate remedy of the petitioners in the premises stated in the
jurisdiction? petition is for them to initiate a separate proceeding for the probate of the alleged
A: The CFI where a deceased was residing at the time of his death acquires will in question. (Casiano v Maloto)
exclusive jurisdiction to settle the testate estate of said deceased and over the heirs
of other persons interested in his estate from the moment the application for the NOTE: A petition for the probate of an alleged will is NOT barred by previously
probate of the decedent’s will is filed with said court, and the publications required initiated intestate proceedings.
by law are made. The heirs could not divest said court of its already acquired
jurisdiction by the mere fact of dividing and distributing extrajudicially the estate of Q: Can a probate court adjudicate or determine title or ownership to
the deceased among themselves. (Sandoval v Santiago) properties claimed to be part of the estate equally claimed to belong to
outside parties?
NOTE: Jurisdiction already vested in a court may not be divested by the act of a A: It is well settled that a probate court or one in charge of proceedings whether
private individual or by the action of another court of the same rank. testate or intestate cannot adjudicate or determine title to properties claimed to be
a part of the estate and which are equally claimed to belong to outside parties. All
Q: Are judgment orders in special proceedings subject to collateral attack? that the said court could do as regards said properties is to determine whether they
A: The validity of a judgment or order of a court entered in a proceeding can not be should or shouldn’t be included in the inventory or list of properties to be
assailed collaterally unless the ground is for lack of jurisdiction of the court entering administered by the administrator. If there is no dispute, well and good; but if there
such judgment or order of fraud by the party sought to be charged with its is, then the parties, administrator and the opposing parties have to resort to an
procurement. The remedy of the aggrieved party is to appeal from such order or ordinary action for a final determination of the conflicting claims of title because the
judgment, or if final, to apply for relief under Rule 38, which is also applicable to probate court cannot do so. (Cuizon v Ramolete)
special proceedings.
!
RULE 74 - SUMMARY SETTLEMENT OF ESTATES Filing of a bond equivalent to the value of the personal property
received
SECTION 1. Extrajudicial settlement by agreement between heirs.—If the
decedent left no will and no debts and the heirs are all of age, or the minors are Q: What are the requisites of a valid extrajudicial settlement?
represented by their judicial or legal representatives duly authorized for the A:
purpose, the parties may, without securing letters of administration, divide the Substantive
estate among themselves as they see fit by means of a public instrument filed in the 1. Decedent died intestate;
office of the register of deeds, and should they disagree, they may do so in an 2. There are no outstanding debts at the time of the settlement;
ordinary action of partition. If there is only one heir, he may adjudicate to himself 3. The heirs are all of age, or the minor heirs are represented by their judicial
the entire estate by means of an affidavit filed in the office of the register of deeds. guardians or legal representatives;
The parties to an extrajudicial settlement, whether by public instrument or by Procedural
stipulation in a pending action for partition, or the sole heir who adjudicates the 4. Settlement is made in a public instrument, stipulations or affidavit
entire estate to himself by means of an affidavit shall file, simultaneously with and 5. Duly filed with the register of deeds;
as a condition precedent to the filing of the public instrument, or stipulation in the 6. The fact of such extrajudicial settlement must be published in a newspaper
action for partition, or of the affidavit in the office of the register of deeds, a bond of general circulation in the province, once a week for 3 consecutive
with the said register of deeds, in an amount equivalent to the value of the personal weeks; and
property involved as certified to under oath by the parties concerned and 7. A bond is required when personal property is involved in the extrajudicial
conditioned upon the payment of any just claim that may be filed under section 4 of partition [Real Estate shall be subject to a lien in favor of creditors etc].
this rule. It shall be presumed that the decedent left no debts if no creditor files a
petition for letters of administration within two (2) years after the death of the Q: A, the decedent, left 2 heirs, X and Y, and a creditor B. What happens if X
decedent. and Y pay B?
The fact of the extrajudicial settlement or administration shall be published in a A: This means that the estate is now free from liability and X and Y can validly enter
newspaper of general circulation in the manner provided in the next succeeding into an extrajudicial settlement.
section; but no extrajudicial settlement shall be binding upon any person who has
not participated therein or had no notice thereof. Q: Suppose in the above example, only one of the heirs (Y) pays B. Can the
heirs still enter into a valid extrajudicial settlement?
A: YES. In this case, there is only a substitution in the person of the creditor. The
General Rule: The settlement of the estate of the decedent should be judicially
parties are not prevented from entering into an extrajudicial settlement, but Y will
administered through an administrator or executor.
be entitled to reimbursement. This will prevent administration of the estate or the
Except: The heirs may resort to
unnecessary prolongation of the proceedings.
1. Extrajudicial settlement of estate; or
2. Summary settlement of estate
Q: May the heirs enter into an extrajudicial settlement when the deceased
left a will?
Q: What are the different modes of settlement of INtestate succession?
A: NO. The rules specifically provide that it may only be “if the decedent left no will.’
1. Intestate Proceedings
Thus, it cannot be availed of in testate proceedings. If the decedent left a will and
2. Extrajudicial Settlement by agreement among the heirs
Q: Is the requirement that the settlement should be made in a public Q: Is the partition entered into by the parties final?
instrument necessary for the validity of the extrajudicial partition? A: The division or partition should be considered a final settlement of the estate of
A: On general principle, independent and in spite of the statute of frauds, courts of the deceased, and no administrator can thereafter be appointed to take charge of
equity have enforced oral partition when it has been completely or partly performed. and administer the estate. Unless and until it is shown that there were debts
existing against the estate, which have not been paid, the division is conclusive.
Section 1 of Rule 74 contains no express or clear declaration that the public
instrument therein required is to be constitutive of a contract of partition or an Even if unpaid debts are later discovered, such discovery does not destroy the
inherent element of its effectiveness as between the parties. And this Court had no partition made. It simply furnishes ground for the application by the creditor for the
apparent reason, in adopting this rule, to make the efficacy of a partition as appointment of an administrator or for the payment of his credit, as provided for in
between the parties dependent on the execution of a public instrument and its §4 or Rule 74. Further, §1 provides that: “It shall be presumed that the decedent
registration. The requirement that a partition be put in a public document and left no debts if no creditor files a petition for letters of administration within two (2)
registered has for its purpose the protection of creditors and at the same time the years after the death of the decedent.”
protection of the heirs themselves against tardy claims. Note that the last sentence
of the section speaks of debts and creditors. The object of registration is to serve as Q: What is the remedy of the aggrieved party after an extrajudicial
constructive notice, and this means notice to others. It must follow that the intrinsic settlement is approved by the court?
validity of partition not executed with the prescribed formalities does not come into A: The aggrieved party has the alternative remedy of either filing a [1] Petition for
play when there are no creditors or the rights of creditors are not affected. No Relief from Judgment under Rule 38; or [2] a new action to annul the settlement
rights of creditors being involved, it is competent for the heirs of an estate to enter within the period established by the Statute of Limitations.
into an agreement for distribution in a manner and upon a plan different from those NOTE: The action to annul a deed of extrajudicial settlement on the ground of fraud
provided by law. (Hernandez vs. Andal) should be filed within 4 years from discovery of the fraud.
Q: What is the effect of the existence of debts? SEC. 2. Summary settlement of estates of small value.—Whenever the gross
A: It is only when debts exist and there is no way of collecting them extrajudicially, value of the estate of a deceased person, whether he died testate or intestate, does
because the creditors have not reached an amicable settlement with the heirs, that not exceed ten thousand pesos, and that fact if made to appear to the Regional Trial
they can compel the filing of special proceedings before the court, for the liquidation Court having jurisdiction of the estate by the petition of an interested person and
of said debts. However, while the rule provides that the decedent must not have left upon hearing, which shall be held not less than one (1) month nor more than three
any debts, it is sufficient if any debt that may have been left have been paid at the (3) months from the date of the last publication of a notice which shall be published
time the extrajudicial settlement is entered into. once a week for three (3) consecutive weeks in a newspaper of general circulation in
the province, and after such other notice to interested persons as the court may
The subsequent bare allegation that "the estate has an existing debt from third direct, the court may proceed summarily, without the appointment of an executor or
persons" without specifying the creditor and other details in regard thereto cannot administrator, and without delay, to grant, if proper, allowance of the will, if any
be considered a concise statement to constitute a cause of action; nor does the there be, to determine who are the persons legally entitled to participate in the
unverified statement that there are other properties, not included in the deed of estate and to apportion and divide it among them after the payment of such debts
extrajudicial partition, in the possession of one of the heirs, justify the institution of of the estate as the court shall then find to be due; and such persons, in their own
administration proceedings, because such questions can be litigated in an ordinary right, if they are lawful age and legal capacity, or by their guardians or trustees
action for partition. (Torres vs. Torres) legally appointed and qualified, if otherwise, shall thereupon be entitled to receive
and enter into the possession of the portions of the estate so awarded to them
Q: If the estate had no debts or obligations, are they precluded from respectively. The court shall make such order as may be just respecting the costs of
instituting administration proceedings? the proceedings, and all orders and judgments made or rendered in the course
A: Section 1 of Rule 74 does not preclude the heirs from instituting administration thereof shall be recorded in the office of the clerk, and the order of partition or
proceedings, even if the estate has no debts or obligation, if they do not desire to award, if it involves real estate, shall be recorded in the proper register’s office.
resort for good reasons to an ordinary action of partition. While section 1 allows the
heirs to divide the estate among themselves as they may see fit, or to resort to an Q: What is the nature of a summary settlement?
ordinary action of partition, it does not compel them to do -so if they have good A: Summary settlement or distribution is a procedure by which, in a summary
reasons to take a different course of action. manner, the estate of the deceased is valued, his debts if any, are paid, his will, if
any, is allowed, heirs and legatees are declared, and distribution is made; all in a
single hearing and in a single order, as far as this is practicable, without the
Q: When is the bond required under §3 Rule 74? Q: When is the 2 year effectivity period of the lien reckoned?
A: Although the section requires the filing of a bond in connection with summary A: It is valid from the date and time the inscription is placed on the title.
administration and distribution of the estate of a decedent, the same may be
required only where personal property is distributed and not where realty is the Q: Must you go to court to have the annotation in the certificate of title
subject of partition. cancelled after the lapse of 2 years?
A: NO. The lien annotated therein becomes functus officio, which means it has
Q: Why is a bond required for personalty and not realty? already performed its function.
A: No bond is necessary in real estate, for the lien as recorded is sufficient security
for any claim which may be filed under §4 Rule 74. Q: May the lien be substituted by a bond?
A: NO. Such lien cannot be discharged nor the annotation cancelled within the 2
year period even if the distributees offer to post a bond to answer for the contingent
SEC. 4. Liability of distributees and estate.—If it shall appear at any time within
claims for which the lien is established.
two (2) years after the settlement and distribution of an estate in accordance with
the provisions of either of the first two sections of this rule, that an heir or other
Q: What is the remedy if fraud is alleged?
person has been unduly deprived of his lawful participation in the estate, such heir
A: If “annulment of a deed of extrajudicial settlement” is sought on the ground of
or such other person may compel the settlement of the estate in the courts in the
fraud in the execution thereof, the action may be field within 4 years from the
manner hereinafter provided for the purpose of satisfying such lawful participation.
discovery of the fraud. Such discovery is deemed to have taken place when the
And if within the same time of two (2) years, it shall appear that there are debts
instrument was filed with the Register of Deeds and a new certificate of title was
outstanding against the estate which have not been paid, or that an heir or other
issued; for such registration constitutes constructive notice to the whole world.
person has been unduly deprived of his lawful participation payable in money, the
court having jurisdiction of the estate may, by order for that purpose, after hearing, ((((((((((((((((((((((((((((((((((((((((((((((((((((((((
1
When the instrument has fulfilled the power of its creation/having served its purpose.
!'"#". / 0 1 2 / ( $ 3 ( $ / 4 5 2 6 ( ) 7 8 ( ' / 9 ( : ; < < = : ; < : (
& 5 5 > 3 ( ) 6 0 / ? 1 ( $ @ A / (
! " # $ % & ' ( " ) * $ # # + % , - ! (
A: NO. Even after the discovery of a debt subsequent to partition, the partitioning
Q: What is the effect of the discovery of unpaid debts after the extrajudicial persons may prevent any administration whatever by paying the debt discovered,
settlement has been effected? thereby preserving the partition intact in all its parts.
A: The partition provided for in these sections is binding and valid even though not
all of the debts actually outstanding were paid before the partition was made. The Q: What is the effect of an extrajudicial partition after an administrator has
discovery of an unpaid obligation after partition does not destroy the partition. It already been appointed?
simply furnishes ground for the application of the creditor for the appointment of an A: Where, after the appointment of an administrator with the will annexed of a
administrator. (McMicking vs. Sy Conbieng) deceased person and the due making of the inventory of the property and the taking
possession thereof by such administrator, and agreement is made between the
Q: What are the remedies under §4 Rule 74 when a creditor or heir is owners thereof; the delivery of the property to such partitioning owners by such
excluded? administrator, under proper proceedings and order of court and after compliance
Excluded creditor – with the provisions, is, in effect, a discharge of such administrator as to all future
claim against the bond or real estate (brought within 2 years after obligations and responsibilities in relation to said property.
settlement and distribution of the estate)
GROUNDS: (Section 4, Rule 74) Q: What is the effect of the reopening of the partition after the discovery of
a. If there is undue deprivation of lawful participation in the estate; unpaid debts?
b. Existence of debts against the estate. A: While at any time within two years after such partition the property, or a portion
thereof, then in possession of the partitioning parties, may be placed again in
Letters for administration – compel the settlement of the estate in administration in the event of the discovery of unpaid debts "within two years after
court (brought within 2 years after settlement and distribution of the such settlement and distribution of the estate," it would not be the same estate
estate) represented by the prior administrator, and he would not be the administrator of the
new estate by virtue of his appointment in the old. It would be necessary to appoint,
Excluded heir upon proper application and notice, another administrator for the purposes set forth
o Petition for Relief from Judgment (Summary Settlement) – Rule 38 in said sections. (McMicking vs. Sy Conbieng)
on the fround of FAME (within 60 days after petitioner learns of the
judgment, and not more than 6 months from its entry). SEC. 5. Period for claim of minor or incapacitated person.—If on the date of
o Reopening by Intervention – anytime prior to rendition of judgment, so the expiration of the period of two (2) years prescribed in the preceding section the
long as it is within the 2-year period person authorized to file a claim is a minor or mentally incapacitated, or is in prison
o Petition for probate of estate – compel the settlement of the estate in or outside the Philippines, he may present his claim within one (1) year after such
court (brought within 2 years after settlement and distribution of the disability is removed.
estate)
o Rescission – 4 years [in the case of preterition of a compulsory heir in a Q: What does §5 provide?
partition tainted with bad faith (Art. 1104, NCC)] A: The section provides for the exception to the rule that unpaid creditors and heirs
o Action to annul a deed of Extrajudicial settlement on the ground of unlawfully deprived of their participation in the estate have 2 years within which to
fraud – filed within 4 years from the discovery of the fraud file a claim. If on the date of the expiration of the period of two years prescribed,
o Action reivindicatoria – Independent civil action by an heir deprived of the person authorized to file a claim is a minor or mentally incapacitated, or is in
his share, based on an implied or constructive trust (10 years from prison or outside the Philippines, he may present his claim within one year after
registration/discovery of fraud). such disability is removed.
NOTE: This is subject to the proviso that the disability existed during the 2 year
Q: Will the entire property be under administration? period. Moreover, the disability must exist at the expiration of the 2 year period.
A: NO. The discovery of a debt after partition does not permit the whole property in
possession of the partitioning parties to be thrown into administration. Only so much
of the property is subject to such administration as is sufficient to pay the claim
RULE 75 - PRODUCTION OF WILL; ALLOWANCE OF WILL NECESSARY
discovered, leaving the partitioning persons in undisturbed possession of the
remainder.
SECTION 1. Allowance necessary. Conclusive as to execution.—No will shall
NOTE: An heir deprived of his share may file an action for reconveyance based on pass either real or personal estate unless it is proved and allowed in the proper
an implied or constructive trust, which prescribes 10 years from the date of court. Subject to the right of appeal, such allowance of the will shall be conclusive
registration of title, or from actual discovery of fraud if made with bad faith as to its due execution.
(Marquez vs. CA)
Q: What is the meaning of “probate of a will”?
Q: Is administration the only remedy? A: The probate of a will is a judicial act whereby an instrument is adjudged valid and
is ordered to be recorded. It is the statutory method of establishing the proper
execution of an instrument and giving notice of its contents.
Q: What is the nature of the proceeding for the probate of a will? It cannot be impugned on any of the grounds authorized by law, except that of
A: The probate of a will is a proceeding in rem. The provision on notice by fraud, in any separate or independent action or proceeding. Criminal action will not
publication as a prerequisite to the allowance of a will provides constructive notice lie in this jurisdiction against the forger of a will which had been duly admitted to
to the whole world; and when probate is granted, the judgment of the court is probate by a court of competent jurisdiction since it is clear that a duly probated will
binding upon everyone, even the State. cannot be declared a forgery without disturbing in some way the decree allowing the
will to probate.
MANDATORY- No will shall pass either real or personal property unless it is proved
and allowed in the proper court. The allowance of the will creates a conclusive presumption as to its due execution
Note: However, a will may be sustained on the basis of Article 1080 of the NCC, and validity. Conclusive presumptions are inferences which the law makes so
which states that, “if the testator should make a partition of his property by an act peremptory that it will not allow them to be overturned by any contrary proof
inter vivos or by will, such partition shall stand in so far as it does not prejudice the however strong. The will in question having been probated by a competent court the
legitime of the forced heir. (Mang- Oy v. CA) law -will not admit any proof to overthrow the legal presumption that it is genuine
and not a forgery. (Mercado vs. Santos)
IMPRESCRIPTIBLE- because of the public policy to obey the will of the testator.
Q: Does the probate court have jurisdiction to inquire into the intrinsic
DOCTRINE OF ESTOPPEL DOES NOT APPLY- the probate of the will is mandatory. validity of the will?
The presentation and probate of the will is required by public policy. It involves A: In petitions for probate, the Court’s area of inquiry is limited to the extrinsic
public interest. (Fernandez v. Dimagiba) validity of the will, as the testamentary capacity and the compliance with the formal
requisites or solemnities prescribed by law are the only questions presented for the
Q: What sort of instruments must be probated? resolution of the court. Any inquiry into the intrinsic validity or efficacy of the
A: All instruments of a testamentary character must be probated in order to become provisions thereof or the legality of any devise or legacy is premature.
operative to transfer title to either real or personal property. An instrument which
neither disposes of property nor appoints an executor is not testamentary in An alleged disposal by testator prior to his death of the properties involved in his will
character, and consequently is not entitled to probate, although it may have been is no ground for the dismissal of the petition for probate. Probate is one thing; the
executed with all the formalities provided by law. An instrument which makes no validity of the testamentary provisions is another. The first decides the execution of
disposition of property but appoints an executor is entitled to probate. A codicil the document and the testamentary capacity of the testator; the second relates to
should be probated although it contains nothing but the revocation of a former will. descent and distribution. (Sumilang vs. Ramagosa)
The revoked will however, cannot be probated.
Q: Is the probate court absolutely precluded from passing upon the intrinsic
Q: When must a will be presented for probate? validity of the will?
A: Under §1 Rule 76, a will may be probated: A: NO. In certain cases where the provisions of a will are of dubious legality, the
1. At a reasonable time after the death of the testator; probate court may pass upon the intrinsic validity of the will even before its formal
2. During the lifetime of the testator, upon petition by him to the court validity had been established. The probate of a will might become an idle ceremony
having jurisdiction for the allowance of his will. if on its face it appears to be intrinsically void. Where practical considerations
demand that the intrinsic validity of the will be passed upon, even before it is
Q: What is the extent of the court’s jurisdiction in the probate of a will?
If the testator asks for the allowance of his own will, notice shall be sent only to his NOTE: Shortest possible amount of time to fulfill the 3 week requirement? 9 days.
compulsory heirs. Illustration:
January 21 (Saturday) – 1st publication
Q: Who are the people entitled to notice in a probate hearing? January 22 (Sunday) – 2nd publication
A: January 29 (Sunday) – 3rd publication
1. Designated or known heirs, legatees and devisees of the testator resident in the Total number of days elapsed: 9
Philippines at their places of residence, at least 20 days before the hearing, if such
places of residence be known. Q: What is a newspaper of general circulation?
NOTE: only if the residences of the abovementioned are known. A: If it is published for the local dissemination of local news and general information,
2. Person named executor, if he is not the petitioner. if it has a bona fide subscription list of paying subscribers, and if its published a
3. To any person named as co-executor not petitioning, if their places of residence regular intervals. No fixed number of subscribers is necessary to constitute a
be known. newspaper of general circulation.
4. If the testator asks for the allowance of his own will, notice shall be sent only to Q: How is notice by publication proved?
his compulsory heirs. (Sec. 4, Rule 76) A: By presenting in court the affidavit of the publisher to such effect, as well as the
clippings of publication as it appeared in the newspaper.
Q: What if the petition is filed by the testator himself, is the rule the same?
Q: What are the requisites for allowance of a lost or destroyed will? In the case of Gan vs. Yap, 104 PHIL. 509, the Court ruled that "the execution and
A: No will shall be proved as a lost or destroyed will unless: the contents of a lost or destroyed holographic will may not be proved by the bare
1. Its execution and validity of the same must be established; testimony of witnesses who have seen and/or read such will. The will itself must be
2. It must have been in existence at the time of the death of the testator, or presented; otherwise, it shall produce no effect. The law regards the document itself
is shown to have been fraudulently or accidentally destroyed during the as material proof of authenticity." But, in Footnote 8 of said decision, it says that
lifetime of the testator without his knowledge; and "Perhaps it may be proved by a photographic or photostatic copy. Even a
3. Its provisions must be clearly and distinctly proved by at least 2 credible mimeographed or carbon copy; or by other similar means, if any, whereby the
witnesses (Sec. 6) authenticity of the handwriting of the deceased may be exhibited and tested before
the probate court."
NOTE: The first and third facts constitute secondary evidence in lieu of the original.
- The provision demand that the witnesses be both competent as well as Q: What is the effect of a lost will said to be seen last in the possession of
credible. Testifying from hearsay is neither. the testator?
- It is not necessary to prove the contents of the last will literally, but A: Where a will which cannot be found is shown to have been in the possession of
substantial proof of such is all that is required; if only a part of the lost will the testator, when last seen, the presumption is, in the absence of other competent
can be proved, such part may be admitted to probate. evidence, that the same was cancelled or destroyed. The same presumption arises
where it is shown that the testator had ready access to the will and it cannot be
Q: Secondary evidence NOT admitted in lieu of the original will? found after his death. It will not be presumed that such will has been destroyed by
A: The loss of the alleged will had not been sufficiently proven. The principal witness, any other person without the knowledge or authority of the testator. (Gago v.
testified that he never saw the original of the will, as the same was retained by the Mamuyac)
notary, and that and that he only saw a copy of the original. Further, the witness
also testified that the will contained only 2 signatures of witnesses. Q: Who has the burden of proof to establish the existence and due
execution of the will?
As to the allegation that the same was burned by insurgents, no evidence was A: In a proceeding to probate a will the burden of proof is upon the proponent
presented to show that at the time the courthouse burned, there was in fact a clearly to establish not only its execution but its existence. Having proved its
record of the alleged will. When the evidence presented is insufficient to establish in execution by the proponents, the burden is on the contestant to show that it has
a satisfactory manner the loss of the alleged will, secondary evidence to prove the been revoked. (Gago v. Mamuyac)
contents of the will can therefore NOT be allowed, as such is in violation of the best
evidence rule. (Araujo v. Celis) Q: What happens after the due execution and contents of a lost will are
duly proved?
Lim Billian v. Suntay - In our opinion, the evidence is sufficient to establish the A: § expressly states “When a lost will is proved, the provisions thereof must be
loss of the document contained in the envelope. Oppositors' answer admits that, distinctly stated and certified by the judge, under the seal of the court, and the
according to Barretto, he prepared a will of the deceased to which he later became a certificate must be filed and recorded as other wills are filed and recorded.”
witness together with Go Toh and Manuel Lopez, and that this will was placed in an
envelope which was signed by the deceased and by the instrumental witnesses. In SEC. 7. Proof when witnesses do not reside in province.—If it appears at the
court there was presented and attached to the case an open and empty envelope time fixed for the hearing that none of the subscribing witnesses resides in the
signed by Jose B. Suntay, Alberto Barretto, Go Toh and Manuel Lopez. It is thus province, but that the deposition of one or more of them can be taken elsewhere,
undeniable that this envelope Exhibit A is the same one that contained the will the court may, on motion, direct It to be taken, and may authorize a photographic
executed by the deceased—drafted by Barretto and with the latter, Go Toh and copy of the will to be made and to be presented to the witness on his examination,
Manuel Lopez as attesting witnesses. These tokens sufficiently point to the loss of who may be asked the same questions with respect to it and to the handwriting of
the will of the deceased, a circumstance justifying the presentation of secondary the testator and others, as would be pertinent and competent if the original will
evidence of its contents and of whether it was executed with all the essential and were present.
necessary legal formalities.
Q: What is the remedy if none of the subscribing witnesses resides in the
Rodelas v. Aranza - If the holographic will has been lost or destroyed and no other province where probate is being conducted?
copy is available, the will cannot be probated because the best and only evidence is A: A motion for taking of deposition of one or more of them. (Sec. 7, Rule 76)
the handwriting of the testator in said will. It is necessary that there be a
comparison between sample handwritten statements of the testator and the Q: In such case, how may the will be proved?
handwritten will. A: The Court may also authorize a photographic copy of the will to be made and to
But, a photostatic copy or xerox copy of the holographic will may be allowed be presented to the witness on his examination, who may be asked questions with
because comparison can be made by the probate court with the standard writings of respect to matters pertaining to the will. (Sec. 7, Rule 76)
Q: What is undue influence? Cabang v. Delfinado - In proving a contested will at Tayug only one attestor was
A: Undue influence as used in connection with the law of wills, may be defined as presented, although the record showed that the other two were living, one in Manila
that which compels the testator to do that which is against the will from fear, the and the other in Nueva Ecija. It was an error to admit the will to probate without
desire of peace, or from other feeling which he is unable to resist. calling all the attesting witnesses or requiring a showing that they could not be
[N.B. All of the Q&A for §9 cited above are from the case of Torres and Lopez v. obtained.
Lopez]
Avera v. Garcia - When the petition for probate of a will is contested the proponent
SEC. 10. Contestant to file grounds of contest.—Anyone appearing to contest should introduce all three of the attesting witnesses, if alive and within reach of the
the will must state in writing his grounds for opposing its allowance, and serve a process of the court; and the execution of the will cannot be considered sufficiently
copy thereof on the petitioner and other parties interested in the estate. proved by the testimony of only one, without satisfactory explanation of the failure
to produce the other two.
Q: If someone wants to oppose probate, what must he do? - Nevertheless, in a case where the attorney for the contestants raised no
A: He should: question upon this point in the court below, either at the hearing upon the
1. File an opposition in the court handling the probate, stating his objections petition or in the motion to rehear, it is held that an objection to the
and the grounds therefore; probate of the will on the ground that only one attesting witness was
2. As well as serve a copy of the same to the proponent. examined by the proponent of the will, without accounting for the absence
of the others, cannot be made for the first time on appeal.
SEC. 11. Subscribing witnesses produced or accounted for where will
contested.—If the will is contested, all the subscribing witnesses, and the notary in SEC. 12. Proof where testator petitions for allowance of holographic will.—
the case of wills executed under the Civil Code of the Philippines, if present in the Where the testator himself petitions for the probate of his holographic will and no
Philippines, and not insane, must be produced and examined, and the death, contest is filed, the fact that he affirms that the holographic will and the signature
absence, or insanity of any of them must be satisfactorily shown to the court. If all are in his own handwriting, shall be sufficient evidence of the genuineness and due
or some of such witnesses are present in the Philippines but outside the province execution thereof. If the holographic will is contested, the burden of disproving the
where the will has been filed, their deposition must be taken. If any or all of them genuineness and due execution thereof shall be on the contestant The testator may,
testify against the due execution of the will, or do not remember having attested to in his turn, present such additional proof as may be necessary to rebut the evidence
it, or are otherwise of doubtful credibility, the will may, nevertheless, be allowed if for the contestant.
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 Q: What happens if after due execution, loss has been established?
by law. A: The court will certify that the provisions of the lost will have been duly proved.
If a holographic will is contested, the same shall be allowed if at least three (3) SEC. 13. Certificate of allowance attached to proved will. To be recorded in
witnesses who know the handwriting of the testator explicitly declare that the will the Office of Register of Deeds.—If the court is satisfied, upon proof taken and
and the signature are in the handwriting of the testator; in the absence of any filed, that the will was duly executed, and that the testator at the time of its
competent witness, and if the court deem it necessary, expert testimony may be execution was of sound and disposing mind, and not acting under duress, menace,
resorted to. and undue influence, or fraud, a certificate of its allowance, signed by the judge,
and attested by the seal of the court shall be attached to the will and the will and
Q: What if one of the witnesses oppose probate? certificate filed and recorded by the clerk. Attested copies of the will devising real
A: The court may still allow probate of the will if there are other evidence sufficient estate and of certificate of allowance thereof, shall be recorded in the register of
to prove the same. deeds of the province in which the lands lie.
Q: Who are INcompetent to act as executors or administrators? Q: Why are drunkards, convicts etc. disqualified or incompetent to serve?
A: Under §1 R. 78, the persons who are disqualified or incompetent are the ff: A: The abovementioned may be unfit in the opinion of the court, to discharge the
1. Minors duties of an executor or administrator. It must be noted however, that the unfitness
2. Non-residents of the Philippines of a person depends solely on the discretion of the court.
3. Those who, in the opinion of the court are unfit to exercise the duties of
the trust by reason of: Q: Can a corporation or an association act as an executor or administrator?
a. Drunkenness A: YES. If it is authorized to conduct the business of a trust company in the
b. Improvidence Philippines, then it may be appointed as an executor, administrator, guardian of an
c. Want of understanding estate, or trustee, in like manner as an individual. However, it cannot be appointed
d. Want of integrity as a guardian over the person of the ward.
e. Conviction of an offense involving moral turpitude.
Q: Can the court add more disqualifications/use other grounds?
Q: Why is a minor disqualified or incompetent to serve? A: YES. The court has the discretion in determining whether a person is fit to be
A: Because as a general rule, a minor is incapacitated to enter into contracts, and appointed as an executor or administrator.
needs the assistance of a guardian or legal representative to exercise any valid act.
Navas L. Sioca v. Garcia - The determination of a person's suitability for the office
Q: Why is a non-resident of the Philippines disqualified or incompetent to of administrator rests, to a great extent, in the sound judgment of the court
serve? exercising the power of appointment and such judgment will not be interfered with
A: There is nothing in the law which requires the courts to appoint residents only as on appeal unless it appears affirmatively that the court below was in error.
administrators or guardians. However, notwithstanding the fact that there are no Unsuitableness may consist in adverse interest of some kind or hostility to those
statutory requirements upon this question, the courts, charged with the immediately interested in the estate as to render his appointment unadvisable. The
responsibilities of protecting the estates of deceased persons, wards of the estate, court below stated facts which may constitute sufficient grounds for setting aside
etc., will find much difficulty in complying with this duty by appointing the appellant's preferential rights and which, in the absence of proof to the contrary,
administrators and guardians who are not personally subject to their jurisdiction. must be presumed sufficient.
Notwithstanding that there is no statutory requirement, the courts should not
consent to the appointment of persons as administrators and guardians who are not Q: X keeps on borrowing from the testator, and has no means to support
personally subject to the jurisdiction of our courts here. (Guerrero v. Teran) his own family, nevertheless he was named the executor of the estate. AS
judge, will you issue letters testamentary to X? What if he is appointed as
Q: What is the degree of drunkenness which would disqualify a person from an administrator?
being an executor/administrator? A: The will of the testator should be given respect by the probate court, since the
A: It is the degree that would impair a person’s sound judgment and reason and appointment of an executor lies solely within the discretion of the testator. Should
which would necessarily affect his integrity and honesty. the court, given its discretion, determine that the unworthiness, incapacity,
ineptitude and unfitness of such person is manifest and real, it can disapprove such
Q: What is improvidence? appointment as directed by the testator.
A: it generally connotes unwise or ill-advised spending. An executor or - A person who has some liabilities to some heirs and to the estate as a whole
administrator is entrusted with the management of an estate and an improvident may likewise not be appointed as administrator because he cannot be
person lacks the good judgment and foresight required. expected to compatibly perform the duties of the office. He would be
i.e. A appoints B as executor. B in turn, appoints C in his own will as his executor. If However, the Court in the same case also held:
A and then B dies, C can only administer B’s estate, but not A’s. While it is true, as the appellants contend, that this provision of the law
However, C can be appointed by the court, as administrator of the estate of A. should not be strictly interpreted because the court would be deprived of its power
not to appoint, in certain cases, one who is unworthy of the trust, notwithstanding
the fact that he was named as such by the testator; it is also true that in order to do
SEC. 3. Married women may serve.—A married woman may serve as executrix
this, the unworthiness, incapacity, ineptitude and unfitness of such person must be
or administratrix, and the marriage of a single woman shall not affect her authority
manifest and real and not merely imaginary. (Mercado v. Vda. De Jaen)
so to serve under a previous appointment
- A change of status of a woman does not affect her qualification to act as Q: So what is the extent of the court’s power over the testator’s choice?
administatrix or executrix. A: The court itself CANNOT make an original appointment of an executor, since its
power is limited to recognizing and approving or disapproving an appointment by
SEC 4 Letters testamentary issued when will allowed.—When a will has been the testator.
proved and allowed, the court shall issue letters testamentary thereon to the person
named as executor therein, if he is competent, accepts the trust, and gives bond as Q: When a will has been admitted to probate but was appealed, may a
required by these rules special administrator be appointed in the meantime?
A: The choice of his executor is a precious prerogative of a testator, a necessary
Q: What authority is issued to the person who administers the estate? concomitant of his right to dispose of his property in the manner he wishes. It is
A: natural that the testator should desire to appoint one of his confidence, one who can
1. Letters testamentary – authority issued to an executor named in the will to be trusted to carry out his wishes in the disposal of the estate. The curtailment of
administer the estate; this right may be considered as a curtailment of the right to dispose. And as the
2. Letters of administration – authority issued by the court to a competent person rights granted by will take effect from the time of death, the management of his
to administer the estate of the deceased who died intestate; or estate by the administrator of his choice should be made as soon as practicable,
3. Letters of administration with a will annexed – authority issued by the court to when no reasonable objection to his assumption of the trust can be interposed any
a competent person to administer the estate of the deceased if the executor longer. It has been held that when a will has been admitted to probate, it is the duty
named in the will refused to accept the office, or is incompetent. of the court to issue letters testamentary to the person named as executor upon his
application. It is the testator that appoints his executor, as the question as to his
Q: Who issues Letters Testamentary? peculiar fitness for such a position or his want of ability to manage the estate cannot
A: The Clerk of Court by authority of a probate judge. be addressed to the discretion of the county judge.
And where the probate court pending appeal against its order admitting a
Q: When are they issued? will to probate and appointing as judicial administrator, the person named therein as
A: After the will has been filed and an appropriate probate proceeding had, where executor, appoints as special administrator any person other than the executor
the will was admitted. named in a will, it commits a grave abuse of discretion.
Q: Is the date of issuance the point of reckoning regarding the effectivity On Special Administrators: The appointment of special administrators is not
of the letters testamentary? governed by the rules regarding the appointment of regular administrators. But
A: NO. The letters retroact to the testator’s death. while the choice lies within the court's discretion, the discretion should not be a
whimsical one, but one that is reasonable and logical and in accord with
fundamental legal principles and justice. The fact that a judge is granted discretion
Q: What is the effect of the invalidity of the marriage upon the surviving Q: What is the duty of the ancillary administrator?
spouse’s right to b appointed an administrator? A: To pay the claims of the creditors if any, settle the accounts, and remit the
A: It is not affected by the fact that the marriage is VOIDABLE. But where the surplus to his domiciliary jurisdiction, for distribution among his next of kin.
marriage is VOID, the surviving spouse’s prior right is not recognized.
Q: What is the territorial extent of the appointment of the ancillary
Q: Is preference of the surviving spouse a hard and fast rule? administrator?
A: NO. If the interest in the estate is what determines the preference in the A: The same as the extent of appointment of any other administrator, limited to
appointment of an administrator, and if, under the circumstances, it develops that assets of the decedent within the state or country where it was granted.
there is another who has more interest than the surviving spouse, the preference is
inapplicable.
An example would be if the whole/majority of the estate was acquired by RULE 79 - OPPOSING ISSUANCE OF LETTERS TESTAMENTARY. PETITION
the decedent during his first marriage, children of the first marriage shall be AND CONTEST FOR LETTERS OF ADMINISTRATION
preferred to the childless widow of the second marriage in the selection of an
administrator. The order of preference established in §6 Rule 78 is founded on the SECTION 1. Opposition to issuance of letters testamentary. Simultaneous
assumption that the persons preferred are suitable. If they are not, the court may petition for administration.—Any person interested in a will may state in writing
entirely disregard the preference thus provided. the grounds why letters testamentary should not issue to the persons named therein
NOTE: This only applies when the reasons for NOT appointing those stated in the as executors, or any of them, and the court, after hearing upon notice, shall pass
order of preference are positive and clear. upon the sufficiency of such grounds. A petition may, at the same time, be filed for
letters of administration with the will annexed.
Q: What is meant by the term “next of kin”?
A: It means heirs under our laws of succession.
Q: Who may oppose the issuance of letters testamentary or
administration?
Q: Why are the next of kin preferred over the surviving spouse?
A: Any person interested in the will may file a written opposition.
A: Because compulsory heirs are entitled to the decedent’s property. The nearest of
Note: He may attach thereto a petition for letters of administration and pray that
kin, whose interest is most preponderant, is preferred.
letters be issued to himself, or to any competent person named in the opposition
(Sec. 1, Rule 79).
Q: Who are the creditors that may be appointed administrator?
A: One is a creditor within the rule if the decedent was indebted to him personally,
Q: Who is an interested person?
or by operation of law he becomes a legal owner of a claim against a decedent.
A: Anyone who would be benefitted by the estate, such as an heir or one who has a
Moreover, when those to whom the estate would go under the law offer to pay the
claim, such as a creditor.
claim and tender the same, all reasons for giving the creditor a preference for
appointment as an administrator ceases.
Q: Who are heirs deemed interested persons?
A: Only forced heirs of the deceased are considered interested persons entitled to
Q: What is the extent of the grant of letters of administration?
intervene, in order to protect their interest insofar as they may have been
A: Extends only to the assets of the decedent found within the state or country
prejudiced by the will of the decedent. Non-forced heirs have no right to any part of
where it was granted.
the property left by the testator once he had disposed of the same by will.
(Gutierrez del Campo v. Varela Calderon)
Why? Because at the time of the assignment, the settlement court already Note: Letters of administration may be granted to any qualified applicant, though it
acquired jurisdiction over the properties of the estate. As a result, any assignment appears that there are other competent persons having better right to the
has to be approved by the court. And since the approval of the court is not deemed administration, if such persons fail to appear when notified and claim the issuance of
final until the settlement of the estate is closed, the assigning heir remains an letters to themselves (Sec. 6, Rule 79).
interested person even after approval of the assignment, which can be subsequently
vacated by the court. Q: Suppose X died and was survived by Y, Z and A. Y was named
administrator, and Z filed an opposition thereto. Does the opposition of Z
Q: What is the effect of such an assignment? bind A, or does A need to file a separate opposition?
A: If the assignment took place where no settlement proceeding was pending, the A: Z’s opposition is binding upon A, who does not have to file another opposition. An
properties subject matter of the assignment were not under the jurisdiction of the objection raised by one party invites to the benefit of all parties interested in the
settlement court. Consequently, the assigning heir is left without any interest subject.
in the estate and cannot subsequently petition for its settlement.
Q: What must the court DO when an opposition to the issuance of letters
- In the instant case, the assignment took place when no settlement proceeding testamentary is filed by an interested party?
was pending. The properties subject matter of the assignment were not under the A:
jurisdiction of the settlement court. Allowing that the assignment must be deemed 1. Cause NOTICE to be given
a partition as between the assignor and assignee, the same does not need court 2. SET DATE for hearing
approval to be effective as between the parties. An extrajudicial partition is valid as 3. PASS UPON the sufficiency of such grounds during the hearing.
between the participants even if the requisites of Sec. 1, Rule 74 for extrajudicial
partition are not followed, since said requisites are for purposes of binding creditors SEC. 2. Contents of petition for letters of administration.—A petition for
and non-participating heirs only. letters of administration must be filed by an interested person and must show, so
far as known to the petitioner.
Should it be contended that said assignment or partition was attended with fraud, (a) The jurisdictional facts;
lesion or inadequacy of price, the remedy is to rescind or to annul the same in (b) The names, ages, and residences of the heirs, and the names and residences of
an action for that purpose. And in the meanwhile, the assigning heir cannot the creditors, of the decedent;
initiate a settlement proceedings, for until the deed of assignment is annulled or (c) The probable value and character of the property of the estate;
rescinded, it is deemed valid and effective against him, so that he is left without that (d) The name of the person for whom letters of administration are prayed.
"interest" in the estate required to petition for settlement proceedings. (Duran v. But no defect in the petition shall render void the issuance of letters of
Duran) administration.
Q: What are the powers and duties of a special administrator? SECTION 1. Bond to be given before issuance of letters. Amount.
A: Conditions.—Before an executor or administrator enters upon the execution of his
Possess and take charge of the goods, chattels, rights, credits and estate of the trust, and letters testamentary or of administration issue, he shall give a bond, in
deceased, then: such sum as the court directs, conditioned as follows:
1. Preserve the same for the executor or administrator afterwards appointed; (a) To make and return to the court, within three (3) months, a true and complete
2. Commence and maintain suit for the estate; inventory of all goods, chattels, rights, credits, and estate of the deceased which
3. Sell only perishable property and other property ordered sold by the court; shall come to his possession or knowledge or to the possession of any other person
4. Pay debts only as may be ordered by the court. (Sec. 2, Rule 80) for him;
5. Prepare and submit an inventory of the estate (b) To administer according to these rules, and, if an executor, according to the
6. Render an accounting of administration. will of the testator, all goods, chattels, rights, credits, and estate which shall at any
time come to his possession or to the possession of any other person for him, and
Q: May the bond be bound for the return of the money which the SECTION 1. Administration revoked if will discovered. Proceedings
administrator spent in good faith, and which he is unable to pay? thereupon.—If after letters of administration have been granted on the estate of a
A: A surety upon an administrator’s bond is bound only for the faithful decedent as if he had died intestate, his will is proved and allowed by the court, the
administration of the estate, and not for the return of the money which the letters of administration shall be revoked and all powers thereunder cease and the
administrator, in good faith, spent and which he is unable to repay. (Montemayor administrator shall forthwith surrender the letters to the court, and render his
v. Heirs of Gutierrez) account within such time as the court directs. Proceedings for the issuance of letters
testamentary or of administration under the will shall be as hereinbefore provided.
Q: In proceedings against a bond, is the surety entitled to due notice?
A: The surety is NOT entitled to notice of the proceeding against the administrator Q: When may letters of administration issued by a court be revoked?
but he may be allowed to intervene if he asks the court for leave to do so in due A:
time. 1. When a newly-discovered will has been admitted to probate after the
issuance of letters of administration, such letters of administration may be
SEC. 2. Bond of executor where directed in will. When further bond revoked, and;
required.—If the testator in his will directs that the executor serve without bond, or 2. When letters of administration have been issued illegally or without
with only his Individual bond, he may be allowed by the court to give bond in such jurisdiction, such letters of administration may be revoked by the probate
sum and with such surety as the court approves conditioned only to pay the debts of court.
the testator; but the court may require of the executor a further bond in case of a
change in his circumstances, or for other sufficient cause, with the conditions named Q: What are the effects of such revocation as provided for by §1 Rule 82?
in the last preceding section. A:
1. All powers of administration shall cease;
Q: May the testator exempt an executor from the requirement of posting a 2. The administrator shall forthwith surrender his letters to the court
bond by providing for such in his will? 3. The administrator shall render his account within such time as the court
A: Even if the testator provide in his will that his executor serve without a bond, directs, and;
the court may still require him to file a bond conditioned only to pay the debts, and 4. Proceedings for the issuance of letters testamentary or of administration
thereafter, the court may require a further bond from the said executor to answer under the will shall be had.
for breaches in his administration.
NOTE: Whether the intestate proceeding already commenced should be discontinued
and a new proceeding under a separate number and title instituted in its stead is
Q: Why is being a hostile or adverse administrator ground for removal as Q: If the administrator resigns, must his resignation be accepted by the
such? court?
A: The nature of the office of administration is fiduciary in nature, and as such, A: YES.
utmost good faith is required. NOTE: Upon resignation, the administrator must render an accounting.
Q: At what point in time must one determine the unsuitableness of the Q: What are the steps necessary to enable an administrator to resign?
administrator for his removal? A: 1. The administrator must file his resignation letter with the court
A: Unsuitableness must be determined as of the day the petition for his removal is 2. The administrator must make an inventory of the properties in his possession.
filed. NOTE: The resignation becomes operative upon acceptance by the court
Q: Who determines the sufficiency of any ground for removal? SEC. 3. Acts before revocation, resignation, or removal to be valid.—The
A: The removal of an administrator/executor lies within the discretion of the court lawful acts of an executor or administrator before the revocation of his letters
appointing him. The sufficiency of any ground for removal should therefore be testamentary or of administration, or before his resignation or removal, shall have
determined by the said court, whose sensibilities are, in the first place, affected by the like validity if there has been no such revocation resignation, or removal.
any act or omission on the part of the administrator not conformable to or in
disregard of the rules, or the order of the court. Q: What is the effect of the revocation of the letters
- Appellate tribunals are disinclined to interfere with the action taken by a testamentary/administration or the resignation/removal of the executor or
probate court in the matter of the removal of an executor/administrator unless administrator?
positive error or gross abuse of discretion is shown. (Degala vs. Ceniza and A: This terminates the authority of the executor/administrator. But the lawful acts
Umipig) of the executor/administrator done in good faith, prior to such, will be protected and
held valid as if there had been no such revocation, resignation or removal.
Q: If it was subsequently discovered that the administrator was indebted to
the decedent, would this be a ground for removal? Q: As soon as the administrator is removed, what can/cannot he do?
A: NO. The mere fact that the administrator was indebted to the decedent is not a A: The administrator cannot perform acts of administration such as contracting with
ground for his removal as administrator, since even a stranger can be appointed as other persons, nor can he apply to the court to have the transactions approved
such. between the estate and 3rd persons.
Can anyone be compelled to act as administrator? Q: What is the effect of removal insofar as creditors are concerned?
A: No one may be compelled to act as administrator in any proceedings. But as A: The administrator cannot bring suit, nor can he be made a defendant in any suit
long as she accepted the appointment of administratrix, qualified as such, and led against the estate.
the court and the heirs to believe that she would perform her duties as such and
SEC. 3. Allowance to widow and family.—The widow and minor or incapacitated Q: When does delay in the giving of allowance commence?
children of a deceased person, during the settlement of the estate, shall receive A: Delay can only commence after demand. No demand no delay.
therefrom, under the direction of the court, such allowance as are provided by law.
Q: May allowance be granted when the liabilities of the estate exceed the RULE 84 - GENERAL POWERS AND DUTIES OF EXECUTORS AND
assets of the estate of the decedent? ADMINISTRATORS
A: NO. When the liabilities exceed the assets of the deceased husband's intestate
estate and that his widow had not contributed any property to the marriage, she SECTION 1. Executor or administrator to have access to partnership books
cannot be granted support [not for herself] nor the minor children for that matter, and property. How right enforced.—The executor or administrator of the estate
pending the liquidation of the intestate estate, because said support, having the of a deceased partner shall at all times have access to, and may examine and take
character of an advance payment to be deducted from the respective share of each copies of, books and papers relating to the partnership business, and may examine
participant is without legal basis under Article 1430 of the Civil Code when there is and make invoices of the property belonging to such partnership; and the surviving
no property to be partitioned. (Moore & Sons Mercantile Co. vs. Wagner) partner or partners, on request, shall exhibit to him all such books, papers, and
property in their hands or control. On the written application of such executor or
Q: Can children of the deceased who are not minors, nor incapacitated, be administrator, the Court having jurisdiction of the estate may order any such
granted allowance or support during the settlement of the estate? surviving partner or partners to freely permit the exercise of the rights, and to
A: YES. The fact that private respondents are of age, gainfully employed, or exhibit the books, papers, and property, as in this section provided, and may punish
married is of no moment and should not be regarded as the determining factor of any partner failing to do so for contempt.
their right to allowance under Art. 188 [now Art. 1332 of the Family Code]. While the
Rules of Court limit allowances to the widow and minor or incapacitated children of SEC. 2. Executor or administrator to keep buildings in repair.—An executor
the deceased, the New Civil Code gives the surviving spouse and his/her children or administrator shall maintain in tenantable repair the houses and other structures
without distinction. and fences belonging to the estate, and deliver the same in such repair to the heirs
or devisees when directed so to do by the court.
Since the provision of the Civil Code, a substantive law, gives the surviving spouse
and to the children the right to receive support during the liquidation of the estate of
SEC. 3. Executor or administrator to retain whole estate to pay debts, and
the deceased, such right cannot be impaired by Rule 83 Sec. 3 of the Rules of Court
to administer estate not willed.—An executor or administrator shall have the
which is a procedural rule. Be it noted however that with respect to "spouse," the
right to the possession and management of the real as well as the personal estate of
same must be the "legitimate spouse" (not common-law spouses who are the
the deceased so long as it is necessary for the payment of the debts and the
mothers of the children here). (Santero vs. CFI of Cavite)
expenses of administration.
Q: Are grandchildren entitled to such allowance pending the settlement of
the estate? Q: What are the rights of the executor or administrator of the deceased
A: Neither the RoC nor the New Civil Code or the Family Code include grandchildren partner’s estate?
among those who may be granted an allowance pending the settlement of the A:
estate. 1. He shall at all times have access to, and may examine and take copies of
books and papers relating to the partnership;
2. He can examine and make invoices of the property belonging to the
partnership, and the surviving partner or partners on request; and
(((((((((((((((((((((((((((((((((((((((((((((((((((((((( 3. The books, papers, and property in the partnership’s hands or control shall be
2
Art. 133. From the common mass of property support shall be given to the
exhibited to such executor or administrator. (Sec. 1, Rule 84)
surviving spouse and to the children during the liquidation of the inventoried
property and until what belongs to them is delivered; but from this shall be
deducted that amount received for support which exceeds the fruits or rents
pertaining to them. (188a)
&!"#". / 0 1 2 / ( $ 3 ( $ / 4 5 2 6 ( ) 7 8 ( ' / 9 ( : ; < < = : ; < : (
& 5 5 > 3 ( ) 6 0 / ? 1 ( $ @ A / (
! " # $ % & ' ( " ) * $ # # + % , - ! (
Q: What are the general powers of an administrator or an executor? Q: If the lease is for a period exceeding one year, is judicial approval
A: necessary?
1. To have access to, and examine and take copies of books and papers relating A: NO. Under Art. 1878 of the Civil Code on Agency, a special power of attorney is
to the partnership in case of a deceased partner necessary to lease any property of the principal to another person for more than 1
2. To examine and make invoices of the property belonging to the partnership in year. But an executor or administrator of an estate is NOT an agent.
case of a deceased partner
3. To maintain in tenantable repairs, houses and other structures and fences and While it may be admitted that the duties of a judicial administrator and an agent are
to deliver the same in such repair to the heirs or devisees when directed so to in some respects, identical, the provisions on agency should not apply to a judicial
do by the court administrator. A judicial administrator is appointed by the Court. He is not only the
4. To make improvements on the properties under administration with the representative of said Court, but also the heirs and creditors of the estate (Chua Tan
necessary court approval except for necessary repairs v. Del Rosario). A judicial administrator before entering into his duties, is required to
5. To possess and manage the estate when necessary: file a bond. These circumstances are not true in case of agency. The agent is only
i) For the payment of debts; and answerable to his principal. The protection which the law gives the principal, in
ii) For the payment of expenses of administration limiting the powers and rights of an agent, stems from the fact that control by the
principal can only be thru agreements, whereas the acts of a judicial administrator
Q: In general, what acts may the executor or administrator validly perform? are subject to specific provisions of law and orders of the appointing court. (San
A: The executor/administrator has the power of administering the estate for the Diego vs. Nombre)
purpose of liquidation and distribution. Therefore, he may exercise all the acts of
administration without special authority of the court. Q: Can the executor or administrator deal with himself as an individual
(auto contracting) in any transaction concerning the property of the estate?
Q: Can the executor or administrator lease any of the properties of the A: NO. It has been broadly stated that an administrator is not permitted to deal with
estate under his administration? Does he need court approval to do so? himself as an individual in any transaction concerning trust property. An executrix
A: YES. The contract here in question, being a mere act of administration, could holds the property or her testator's estate as a trustee. The opinion of some
validly be entered into by the administratrix within her powers of administration, commentators that there is no express provision of law prohibiting an administrator
even without the court's previous authority. from appointing himself as his own agent, even if correct, cannot and should not
And the court had no power to annul or invalidate the contract in the intestate apply to administrators of decedent's estates, in view of the fiduciary relationship
proceedings wherein it had no jurisdiction over the person of the lessee. A separate that they occupy with respect to the heirs of the deceased and their responsibilities
ordinary action is necessary to that effect. (De Hilado vs. Nava) toward the probate court. A contrary ruling would open the door to fraud and
maladministration, and once the harm is done, it might be too late to correct it.
Q: If the lease is to be recorded in the Registry of Property, is judicial (Jaroda vs. Cusi Jr.)
approval necessary?
A: NO. Under Article 1647 of the present Civil Code, it is only when the lease is to Q: Is the right of an executor/administrator to the possession and
be recorded in the Registry of Property that it cannot be instituted without special management of property of the deceased absolute?
authority. Thus, regardless of the period of lease, there is no need of special A: No, it can only be exercised so long as it is necessary for the payment of debts
authority unless the contract is to be recorded in the Registry of Property. and expenses of administration (Ruiz v. CA, G.R. No.118671, Jan. 29, 1996).
On the contrary, Rule 85, Section 3, of the Rules of Court authorizes a judicial Q: What are the restrictions on the powers of administrator or executor?
administrator, among other things, to administer the estate of the deceased not A:
disposed of by will. Commenting on this Section in the light of several Supreme 1. He cannot acquire by purchase, even at public or judicial action, either in
Court decisions, Moran says: 'Under this provision, the executor or administrator person or mediation of another, the property under administration;
has the power of administering the estate of the deceased for purposes of 2. He cannot borrow money without authority from the court;
liquidation and distribution. He may, therefore, exercise all acts of administration 3. He cannot speculate with funds under administration, nor place them where
without special authority of the Court. For instance, he may lease the property they may not be withdrawn at once by order of the court [even if it means
without securing previously any permission from the court [whether or not the lease depositing the funds in a current account with a lower interest rate];
is to be recorded in the registry of property]. And where the lease has formally been 4. He cannot lease the property under administration for more than 1 year;
entered into, the court cannot, in the same proceeding, annul the same, to the NOTE: The administrator has the power to enter into lease contracts involving
prejudice of the lessee, over whose person it had no jurisdiction. The proper remedy the properties of the estate even without prior judicial authority and approval.
would be a separate action by the administrator or the heirs to annul the lease. x x “ (Mananquil v. Villegas)
(San Diego vs. Nombre) 5. He cannot continue the business of the deceased unless authorized by the
court; and
NOTE: If he does so, he is chargeable for all the losses without allowing to
receive the benefits of any profit he might make
6. He cannot profit by the increase or decrease in the value of the property under
administration;
SEC. 7. What expenses and fees allowed executor or administrator. Not to Q: What other expenses CANNOT be considered necessary expenses for
charge for services as attorney. Compensation provided by will controls administration of the estate?
unless renounced.—An executor or administrator shall be allowed the necessary A:
expenses in the case, management, and settlement of the estate, and for his 1. Expenses incurred by a presumptive heir for her appearance and that of
services, four pesos per day for the time actually and necessarily employed, or a her witnesses, at the trial to oppose the probate of an alleged will;
commission upon the value of so much of the estate as comes into his possession 2. Expenses for the settlement of the question as to who are entitled to the
and is finally disposed of by him in the payment of debts, expenses, legacies, or estate left by the deceased;
distributive shares, or by delivery to heirs or devisees, of two per centum of the first 3. Expenses incurred by the executor or administrator to procure a bond.
five thousand pesos of such value, one per centum of so much of such value as
exceeds five thousand pesos and does not exceed thirty thousand pesos, one-half NOTE: However, expenses for the renovation an improvement of the family
per centum of so much of such value as exceeds thirty thousand pesos and does not residence, incurred to preserve the family home and to maintain the family’s social
exceed one hundred thousand pesos, and one-quarter per centum of so much of standing in the community, are allowable as legitimate administration expenses of
such value as exceeds one hundred thousand pesos. But in any special case, where the estate of the deceased. BUT the living expenses of an heir occupying the family
the estate is large, and the settlement has been attended with great difficulty, and residence, are not legitimate administration expenses of the estate.
has required a high degree of capacity on the part of the executor or administrator,
a greater sum may be allowed. If objection to the fees allowed be taken, the Q: When are attorney’s fees allowed?
allowance may be re-examined on appeal. A: They may be allowed as expenses of administration, when the attorney’s services
have been rendered to the executor or administrator to assist him in the execution
If there are two or more executors or administrators, the compensation shall be of his trust.
apportioned among them by the court according to the services actually rendered by
them respectively. Q: What is the procedure for collection of attorney’s fees?
A:
When the executor or administrator is an attorney, he shall not charge against the 1. Request the administrator to make payment and file an action against him
estate any professional fees for legal services rendered by him. in his personal capacity should he fail to pay; or
2. Petition in the intestate/testate proceeding asking the court, after notice to
When the deceased by will makes some other provision for the compensation of his all persons interested, to allow his claim and direct the administrator to
executor, that provision shall be a full satisfaction for his services unless by a pay it as an expense of administration.
written instrument filed in the court he renounces all claim to the compensation
provided by the will. Q: Who is directly liable for the payment of attorney’s fees when the yare
due?
Q: What expenses and fees are allowed to the executor or administrator? A: Since the services for which attorney’s fees are claimed, are supposed to have
A: The executor or administrator is allowed: been rendered to the executor or administrator to assist him in the execution of his
1. The necessary expenses in the care, management and settlement of the trust, the liability for the payment of such fees rests upon the executor or
estate; and administrator. The attorney cannot hold the estate directly liable for his fees. BUT if
2. Php 4/day for his services, or commission upon the value of so much of the said fees were paid by the executor or administrator and are reasonable and
the estate as has come into his possession and disposed of by him in beneficial to the estate, he is entitled to reimbursement from the estate. (Uy tioco
payment of debts ,expenses, legacies or distributive shares, or by delivery vs. Imperial and Panis)
to the heirs of the deceased.
In other words, it is the client who shoulders the attorney’s fees.
Q: What are necessary expenses of administration? Attorney’s fees are also subject to certain standards, to wit:
A: They are such expenses of administration as are entailed for the preservation and 1. The must be reasonable, that is to say, they must have a bearing on the
productivity of the estate, and for its management for purposes of liquidation, the importance of the subject matter in controversy;
payment of debts, and the distribution of residue among the persons entitled 2. The extent of the services rendered;
thereto. 3. The professional standing of the lawyer. (Lacson vs. Reyes)
Q: Are expenses on the anniversary of the death of the deceased Q: When can the executor or administrator seek reimbursement for
considered necessary expenses of administration? attorney’s fees incurred by him?
A: NO. The expenses incurred by the administrator on the occasion of the A: Only if the expenses were beneficial and reasonable. The estate cannot be held
anniversary of the death of the deceased, amounting to P36.50, cannot be liable for the costs of counsel fees arising out of litigation between the beneficiaries
considered a part of the funeral expenses nor treated as the erection of a amongst themselves, or in the protection of the interests of particular persons, or in
mausoleum which forms part of the sepulture of the deceased, because it bears no
Q: What is the basis of the per diem compensation? Q: Is the period of 1 year mandatory?
A: The rules allow the executor or administrator to collect the sum of Php 4/day for A: The provision in the rule is merely directory, but all courts should exert
every day actually and necessarily spent by him in the administration and care of themselves to close up the estate within 12 months from the time they are
the estate, NOT for every act or task he might perform, even if it were to take only presented. Furthermore, when there have been extensions of time for presenting
a few minutes to do so. claims against, paying debts of the estate, or in disposing of the same, the court
may direct a period longer than 1 year.
Q: What is the basis of the commission?
A: The commission is based upon the value of so much of the estate as comes to his NOTE: The fact that the final accounts had been approved does not divest the
possession, and is finally disposed of by him in the payment of debts, expenses, courts of jurisdiction to require supplemental accounting for, aside from the initial
legacies or distributive shares, or by delivery to heirs or devisees. accounting; the Rules provide that “he shall render such further accounts as the
The amount of commission is as follows: court may require until the estate is wholly settled.”
1. 2% for the first P5,000;
2. 1% of more than P5,000 but less than P30,000; Q: If the administration of the estate has ceased as the heirs have agreed
3. ! % of more than P30,000 but less than P100,000; to a partition of the estate, is the administrator still bound to render an
4. " % of more than P100,000 accounting?
A: YES. The duty of an administrator to render an account is not a mere incident of
Q: If the executor or administrator is a lawyer, would it be sufficient an administration proceeding which can be waived or disregarded when the same is
ground to increase his compensation? terminated, but that it is a duty that has to be performed and duly acted upon by
A: NO. Under §7 Rule 85, When the executor or administrator is an attorney, he the Court before the administration is finally ordered closed and terminated.
shall not charge against the estate any professional fees for legal services rendered
by him. An administrator or executor may be allowed fees for the necessary The fact that all the heirs of the estate have entered into an extrajudicial settlement
expenses he has incurred as such, but he may not recover attorney’s fees from the and partition in order to put an end to their differences cannot in any way be
estate. His compensation is fixed by the rule, but such is in the nature of executor’s interpreted as a waiver of the objections of the heirs to the accounts submitted by
or administrator’s commissions, and never as attorney’s fees. (Lacson vs. Reyes) the administrator not only because to so hold would be a derogation of the pertinent
provisions of our rules but also because there is nothing provided in said partition
Q: What can the court do to verify the accounting done by the executor or SECTION 1. Notice to creditors to be issued by court.— Immediately after
administrator? granting letters testamentary or of administration, the court shall issue a notice
A: The court may examine the executor or administrator under oath in order to requiring all persona having money claims against the decedent to file them in the
verify the accounting he has done. The same privilege shall be extended to the heirs, office of the clerk of said court.
legatees, distributes and creditors.
Q: What is the duty of the court immediately after granting letters
Q: Who will conduct the examination? testamentary/administration?
A: The probate court A: §1 Rule 86, makes it the duty of the court to give notice to all persons having
money claims against the decedent to present them for allowance. Such claim must
Q: When may the examination be dispensed with? be filed in the office of the clerk of court.
A: Examination may be dispensed with when: NOTE: Such notice may be issued only after letters testamentary/administration has
1. No objection is made to the allowance of the account; and been granted. Further, to be sufficient, the statutory requirements of such notice
2. Its correctness is satisfactorily established by competent proof. must be substantially complied with.
SEC. 10. Account to be settled on notice.—Before the account of an executor or Q: Must the claim be filed in any specific form?
administrator is allowed, notice shall be given to persons interested of the time and A: A claim against the decedent’s estate need not be in any particular form; it is
place of examining and allowing the same; and such notice may be given personally sufficient if it states the character and amount of the claim, enables the
to such persons interested or by advertisement in a newspaper or newspapers, or representative to provide for its payment, and serves to bar all other claims by
both, as the court directs. reason of its particularity of designation. It need not conform to the technical rules
on pleadings, and the facts need not be set out with the particularity of a complaint,
Q: How will the court call the executor or administrator? but is generally required to be in writing.
A: Notice may be sent to the executor or administrator or to the interested parties. Q: What kinds of claims may be presented in court under §1 of Rule 86?
A: Only money claims may be presented in court. This means any claim for “money,
SEC. 11. Surety on bond may be party to accounting.—Upon the. settlement debt or interest thereon.” NOT all money claims may, however, be presented, but
of the account of an executor or administrator, a person liable as surety in respect only those which are proper against the decedent, that is, claims upon a liability
to such account may, upon application, be admitted as party to such accounting. contracted by the decedent before his death.
Q: What is the rule on Belated Claims? This does not mean that the lower courts interpretation of the setting of the period
A: Belated claims may be filed even beyond the period fixed by the court: in the Danan case is correct. It was just that the lower court accepted the claim in
1. On application of a creditor who has failed to file his claim within the time the Danan case in contrast to the refusal in the Pizarro case, that is why the court
previously limited, at any time before an order of distribution is entered, the did not dwell on the issue of whether the period set in Danan was proper.
court may, for just causes [showing why permission for the belated claim NOTE: The Pizarro case is a later case than Danan, and the proper interpretation
should be granted], allow such claim to be filed not exceeding 1 month from for setting the period was squarely raised in the Pizarro.
the order allowing belated claims; or (Sec. 2 , Rule 86)
Q: When may the extension of the period for filing claims be granted by the
2. Where the estate filed a claim against the creditor or claimant who failed to court?
present his claim against the estate within the period fixed by the probate A: The period prescribed in the notice to creditors is not exclusive; that money
court for the settlement of such claims, the creditor will be allowed to set up claims against the estate may be allowed any time before an order of distribution is
the same as a counterclaim to the action filed by the estate against him. entered, at the discretion of the court, for cause and upon such terms as are
equitable. This extension of the period shall not exceed one month from the
NOTE: Statute of non-claims supersedes the Statute of Limitations insofar as the issuance of the order authorizing such extension.
debts of deceased persons are concerned because if a creditor fails to file his claim In this case, when the claimant could not have filed a money claim against the
within the time fixed by the court in the notice, then the claim is barred forever. estate of a deceased person before the promulgation of the decision of the Court of
However, both statute of non-claims and statute of limitations must concur in order Appeals because although the lower court in that case upheld her right to the
for a creditor to collect. ownership and possession of the building subject thereof, no damages were
adjudged in claimant’s favor until after the decision of the said appellate court, it is
Q: When may a claim be allowed even if filed after the lapse of the period held that the action taken by the lower court, before an order of distribution has
for filing claims? been made, granting an extension of the period within which to file her claim,
A: There is no question that the contingent claim was filed two (2) days beyond the cannot be considered an abuse of discretion. (De Rama vs. Palileo)
six-month period stipulated in the order, which directed all persons having money
claims against the estate to file them. However, the question on the timeliness of Q: From what time is the one month extension period counted from in case
the filing of the claim was raised only seven years after. In the interregnum, the of Belated Claims?
administratrix had acquiesced to the entertainment of the claim by filing an answer A: Under the De Rama case, the SC held that the 1 month extension period is
thereto, and again by asking for postponement of the hearing wherein she was to counted from the time an extension has been authorized by the lower court.
present her rebuttal evidence. She is not only estopped by her conduct but laches Although the SC held in the Danan case, which was promulgated later than De Rama,
also bar her claim. (The lntestate Estate of Dominador Danan vs. that the 1 month was counted from the expiration of the period previously fixed by
Buencamino) the court, this was a mere obiter, and so the De Rama case is still controlling.
Q: Distinguish the case of Heirs of Pizzaro Sr., vs. The lntestate Estate of The case of Quisumbing vs. Guison decides the issue similarly to De Rama,
Dominador Danan stating that “the 1 month period for filing belated claims is the same granted
A: In the Heirs of Pizzaro, the trial court set the period for filing the claims within claimants, which begins from the order authorizing the filing of the claims. It does
6 months after publication of 1st notice. This was markedly short of the minimum not mean that the extension of 1 month begins from the expiration of the original
time limit of 6 months provided for by law from the time of the 1st publication of period fixed by the court for the presentation of claims. The reason is that under the
notice. Since the notice issued and the period set by the TC was not in accordance aforementioned rule, there is no limitation as to the time within which a creditor
wit the requirements under the rules, what should then apply is the period provided who has failed to file his claim within the time previously limited, may file an
for under §2 Rule 86, which provides for a period of not less than 6 months nor application for extension of time within which to file his claim”, nor is there a
more that 12 months from the day of the first publication of the notice. limitation as to the time within which such may be granted, provided the application
is presented before the order of distribution is entered.
In the case of the Intestate Estate of Danan, the court also set the period for
filing of claims within 6 months after the publication of the 1st notice. Although the Q: What are the conditions for the filing of a belated claim?
claims were filed 2 days beyond the 6-month period stipulated in the order, the LC A: The rule clothes the court with authority to permit the filing of a claim after the
correctly allowed the claim because the administatrix had acquiesced to the lapse of 12 months, or at any time before the order of distribution is entered,
entertainment of the claim by filing an answer and by asking for postponement of subject to the following conditions:
1. Application of a creditor who has failed to file his claim
Q: When may an extension NOT be granted? Q: What is the duty of the executor or administrator under §3, Rule 86?
A: The courts can extend the period within which to present claims against the A: It is the duty of the executor or administrator to give notice to the creditors of
estate, even after the period allowed in the notice to creditors, but such extension the decedent and cause such notice to be:
could only be granted under exceptional circumstances. The pendency of a claim - Published 3 weeks successively in a newspaper of general circulation in the
before the NLRC is not a sufficient excuse for the belated filing of the disputed claim. province where the decedent last resided; and
- Posted for the same period in:
Q: Does a grant of an extension of time to file a claim imply legality of the o 4 public places in the province; and
claim? o 2 public places in the municipality where the deceased last resided.
A: NO. A grant of an extension of time within which to file acclaim against the NOTE: The statutory requirements of such notice should be substantially complied
decedent’s estate does not constitute adjudication that such is a legal claim. with in order for the notice to be sufficient.
Q: May the presentment of a probate claim be waived Q: What is the effect of failure on the part of the executor or administrator
A: Though presentment of probate claims is imperative, it is generally understood to publish the statutory notice to the creditors?
that it may be waived by the estate's representative. And, waiver is to be A: It will afford additional time for the presentation of claims. This seems to be the
determined from the administrator's "acts and conduct." Certainly, the case where the statute in direct terms allows a designated period for presenting
administrator's failure to plead the statute of non-claims, his active participation, claims after the publication of the notice.
and resistance to plaintiff's claim, in the civil suit, amount to such waiver.
Q: What is a newspaper of general circulation?
Where a money claim was continued against the administrator of the decedent's A: If it is published for the local dissemination of local news and general information,
estate, who was substituted for the deceased defendant, the estate waived thereby if it has a bona fide subscription list of paying subscribers, and if its published a
its right to relitigate the same claim in the intestate proceedings. The judgment regular intervals. No fixed number of subscribers is necessary to constitute a
against the administrator should be allowed as a claim against the estate. It is not newspaper of general circulation.
subject to the statute of non-claims.
Q: What is the requirement of publication for “three weeks successively”?
Where a money claim, which was still being litigated in a civil action, was filed in the A: This does not mean that the notice referred to therein should be published for
intestate proceeding after the expiration of the period fixed in the notice to creditors three full weeks prior to the date set for hearing. The first publication of the notice
but before the order of final distribution was issued, the pendency of the civil action need not be made 21 days before the hearing date. When notice was made on Dec.
was a good excuse for the tardy filing of the claim. The probate court did not abuse 4, 11 and 18, and the hearing was on the 19th, the requirement would have been
its discretion in ordering the payment of the claim. The order for its payment satisfied.
Q: What is the purpose of the filing of a copy and proof of publication of In such a case the allowance of an alleged claim by the probate commissioners
the notice? acting without jurisdiction is not conclusive, and such allowance of a claim may be
A: This sis done in order to inform the creditors that notice has been given and to attacked for want of jurisdiction, fraud, or mistake in an original proceeding
inform the court that it has been properly published and so that the court can make commenced within a reasonable time after the time for appeal has expired.
an order stating that the notice has been given. (Gotamco vs. Chan Seng and Razon)
NOTE: Notice must be proved within 10 days after publication.
Q: What alternative does a claimant against the estate have within the
period fixed in the notice to creditors?
SEC. 5. Claims which must be filed under the notice. If not filed, barred;
A: The claims may also be set forth by answer where the executor or administrator
exceptions.—All claims for money against the decedent, arising from contract,
commences an action or prosecutes an action already commenced by the deceased
express or implied, whether the same be due, not due, or contingent, all claims for
in his lifetime, when the period for filing has not yet expired. The answer shall have
funeral expenses and expenses for the last sickness of the decedent, and judgment
the same effect as a filing of claims under the notice to creditors. In such actions,
for money against the decedent, must be filed within the time limited in the notice;
mutual claims are allowed to be set-off against each other. If final judgment is
otherwise they are barred forever, except that they may be set forth as
rendered in favor of the defendant, the amount so determined shall be considered
counterclaims in any action that the executor or administrator may bring against the
the true balance against the estate as though the claim has been presented directly
claimants. Where an executor or administrator commences an action, or prosecutes
before the court in the administration proceedings.
an action already commenced by the deceased in his lifetime, the debtor may set
forth by answer the claims he has against the decedent, instead of presenting them
Q: Does the expression “must be filed within the time on the notice”
independently to the court as herein provided, and mutual claims may be set off
include the extension of time granted in accordance with §2?
against each other in such action; and if final judgment is rendered in favor of the
A: YES. §2 was incorporated for the purpose of affording a chance to those who, for
defendant, the amount so determined shall be considered the true balance against
good cause shown and for equitable reasons, before an order of distribution of the
the estate, as though the claim had been presented directly before the court in the
decedent’s estate is entered, failed to file just claims. If the creditor, after having
administration proceedings. Claims not yet due, or contingent, may be approved at
ben granted the opportunity as specified in the second part of §2 still failed to file
their present value.
his claim, then it is barred forever. This must be so since the law does not give a
premium on the negligence and lack of interest of the creditor.
Q: What are the claims which must be filed within the time limited in the
notice? Q: What is the purpose of presentation of claims against the decedent’s
A: Only claims which survive such as: estate?
1. All claims for money against the decedent, arising from contract, express or A: Presentation is required in order to protect the estate of the deceased by
implied, whether the same be due, not due, or contingent; informing the executor or administrator of claims against it, thus enabling him to
2. All claims for funeral expenses; examine which ones are proper and should be allowed. The provision requiring
3. Expenses for the last sickness of the decedent; or presentation is primarily to apprise the administrator and the court of the claim, so
4. Judgment for money against the decedent. (Sec. 5, Rule 86) a proper and timely arrangement for payment can be made; in full or pro rata in the
course of administration.
NOTE: Action on contractual claims such as favorable judgment obtained by the
plaintiff in an action for recovery of money arising from contract, express or implied, Q: Why are claims that are not filed barred forever?
and the defendant dies before entry of final judgment may be filed against the A: The statute on non-claims and limitations have been set up since it is a matter of
estate of the decedent. (Sec. 20, Rule 3) public policy that estates should be speedily determined.
Action which survives like an action to recover real or personal property or an Q: Must a claim be filed even if there is a direction in the will for the
interest therein from the estate may be commenced against the executor or payment of debts?
administrator under Rule 87. A: It is generally held that such direction, which does not create an express trust
does not obviate he necessity on the part of the creditor of presenting, probating or
Q: What if the effect of claims not filed? prosecuting his claim within the period fixed. Where however the direction in the
A: As expressly provided by the rule, all claims not presented within the time will is specific as to the debt to be paid, or the property wherefrom the payment is
herein provided are barred. to be made, it may create an express trust; and it has been held that there is no
Except they may be set up as counterclaims in any action that the executor or necessity for the creditor to present, probate, prove or prosecute his claim within
administrator may bring against the claimants.
Q: What are claims for funeral expenses and expenses for the last illness of Q: When is execution proper in enforcing a money judgment against the
the decedent? decedent?
A: These are legal and proper expenses of administration. They are also required to A: The property levied upon in case the judgment debtor dies after the entry of
be filed within the time specified. Claims for funeral expenses are the only ones judgment, may be sold for the satisfaction of the judgment in case death occurs
arising after the death of the decedent that can be allowed against the estate. “after execution is actually levied.”
Q: What is contingent claim? On the other hand, Section 5 of Rule 86 provides that a judgment for money against
A: These are claims where liability depends on a future uncertain event, and which the decedent must be filed with the court in the proceeding for the settlement of the
makes it uncertain whether or not there will be any liability at all. It has reference to estate. In other words, the cut-off date is the date of actual levy of execution. If the
the uncertainty of liability and NOT to the uncertainty of collecting. (Gaskell vs. judgment debtor dies after such levy, the property levied upon may be sold; if
Tan Sit) before, the money judgment must be presented as a claim against the estate,
although of course the same need no longer be proved, the judgment itself being
Q: How should a contingent claim be presented in the administration conclusive. But the judgment creditor will share the estate with other creditors,
proceedings? subject only to such preferences as are provided by law. (Evangelista vs.
A: In the same manner as an ordinary claim. When the contingency arises and Proveedora)
converts the contingent claim into a valid claim, the courts should be informed that
the claim has already matured. (Buan and Paras vs. Laya) Q: Does the fact that no settlement proceedings were pursued, exempt a
( creditor from filing a claim within the limit prescribed by law?
Q: Distinguish a contingent claim from an absolute claim A: NO. The creditor himself may initiate proceedings under §1 Rule 76 if the
Contingent Claim Absolute Claim decedent dies intestate, or §6(b) Rule 78 if he died with a will.
Is one which by its nature in necessarily Is not subject to any contingency and
dependent upon an uncertain event for would be the proper subject of Q: Should taxes due and assessed after the death of the decedent be
its existence or validity, and makes it immediate legal action if contested presented in the form of a claim?
uncertain whether or not there will be between living persons. A: 67(.8,91#(+&:0-(#90(&%#(&--0--0#(&;+0"(+80(#0&+8(,;(+80(#0*0#0%+(<0(/"0-0%+0#($%(
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idea of ultimate uncertainty as to the
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happening of the event when the liability
will arise. &.'! 0'+&.! #*! &.'! 0'('0')&<! ?#%'#/'%7! &.'! +6#8)&! 6+@! 5'! (#44'(&'0! '/')! +*&'%!
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Q: Should a judgment for money be presented?
A: YES. A judgment rendered against the decedent during his lifetime must be SEC. 6. Solidary obligation of decedent.—Where the obligation of the decedent
presented for allowance as a claim against the estate in order to preserve the right is solidary with another debtor, the claim shall be filed against the decedent as if he
to have it discharge out of the assets upon which it does not constitute a specific were the only debtor, without prejudice to the right of the estate to recover
lien. contribution from the other debtor. In a joint obligation of the decedent, the claim
shall be confined to the portion belonging to him.
Q: Is execution a proper remedy to enforce a money judgment against the
deceased? Q: What does §6 Rule 86 provide?
A: NO. A writ of execution is not the proper procedure for the payment of debts and A: This rule requires a solidary obligation to be filed against the estate as if he were
expenses of the administration. The proper procedure is for the court to order the the only debtor. If he estate pays, it can recover contribution from the other solidary
administratrix to make the payment; and if there is no sufficient cash on hand, to debtor. However, if the obligation is joint, the claim should be confined to the
order the sale of the properties and out of the proceeds to pay the debts and portion belonging to him.
expenses of the administration. We hold that the same rule must be applied in
connection with money judgments against the deceased that have already become
Q: What should be the action of the executor or administrator if he has a Q: What is the purpose of statutes relating to forms of claims?
claim against the estate? A: They are to be applied in light of their purpose, which is to enable the executor
A: When the executor or administrator has a claim against the estate he represents, and the judge to pass upon the claim presented.
he is required to give notice thereof to the court in writing. The court shall thereafter
appoint a special administrator who is vested with the same powers and subject to Q: What is meant by “voucher”?
the same liability as the general administrator or executor only insofar as it pertains A: The word “voucher” as used in the rule means the affidavit of the claimant to the
to the adjustment of such claim. (Sec. 8, Rule 86). effect that the amount claimed is justly due.
Q: May an executor or administrator simply pay to himself the claims Q: What is the rule regarding claims based upon a written document?
which he may have against the deceased? A: Where the claim is founded upon a written document, either the original or a
A: NO. It is neither proper nor lawful for an executor or administrator of an estate copy thereof must accompany it when the claim is presented for allowance, and is
to pay to himself claims he may have against the deceased and to take possession held to be jurisdictional. The purpose of the requirement is to enable the personal
of property of the same to which he thinks he is entitled, without observing the representative to pass intelligently upon the merits of the claim.
procedure fixed by the rules. No legal provision in the Rules of Court, which treats of
the duties of executors and administrators, confers upon them such authority. On SEC. 10. Answer of executor or administrator. Offsets.—Within fifteen (15)
the contrary, Rule 86 provides that claims for the collection of debts against the days after service of a copy of the claim on the executor or administrator, he shall
testate or intestate succession must be presented to the court. file his answer admitting or denying the claim specifically, and setting forth the
Q: What are the contents of the answer? Q: What shall be the judgment of the court upon allowance of the claim?
a. Admit or deny the claim specifically, and set forth the substance of the matters A: A judgment against the executor or administrator shall be that he pay, in due
which are relied upon to support the admission or denial. If he has no course of administration, the amount as ascertained to be due. The judgment
knowledge sufficient to enable him to admit or deny specifically, he shall state approving s claim shall NOT create a lien, or give to the judgment creditor any
such want of knowledge; priority of payment.
b. The executor or administrator in his answer must allege in offset any claim
which the decedent before death had against the claimant Q: Is the administrator personally liable for the payment of a claim?
NOTE: A copy of the answer must be served upon the claimant. A: A personal representative will be protected in the payment of a claim which has
been duly allowed or ordered by the court, although it should not have been paid in
SEC. 11. Disposition of admitted claim.—Any claim admitted entirely by the full, unless it its made to appear that such allowance of the claim, or order for
executor or administrator shall immediately be submitted by the clerk to the court payment thereof was obtained through his collusion or bad faith.
who may approve the same without hearing; but the court, in its discretion, before
approving the claim, may order that known heirs, legatees, or devisees be notified Q: May a judgment allowing/rejecting a disputed claim be appealed?
and heard. If upon hearing, an heir, legatee, or devisee opposes the claim, the court A: YES. Appeal may be taken as in ordinary cases.
may, in its discretion, allow him fifteen (15) days to file an answer to the claim in
the manner prescribed in the preceding section. SEC. 14. Costs.—When the executor or administrator, in his answer, admits and
offers to pay part of a claim, and the claimant refuses to accept the amount offered
Q: May a claim be admitted without hearing? in satisfaction of his claim, if he fails to obtain a more favorable judgment, he
A: Any claim admitted entirely by the executor or administrator shall be cannot recover costs, but must pay to the executor or administrator costs from the
immediately submitted by the clerk of court to the court who may approve such time of the offer. Where an action commenced against the deceased for money has
claim without hearing; but the court in its discretion before approving such claim, been discontinued and the claim embraced therein presented as in this rule
may order that known heirs, legatees and devisees be notified and heard. provided, the prevailing party shall be allowed the costs of his action up to the time
of its discontinuance.
Q: What is the amount of claim that the court may allow?
A: The court can allow less but not more than the amount of the claim presented Q: What does §14 Rule 86 provide?
against the estate of the deceased. A: It provides for a case where the claimant is not entitled to recover costs from
the executor or administrator. It further provides for an instance when the
Q: Do the heirs have the right to intervene in the administration of the prevailing party may be allowed the costs of his action.
estate?
A: The intervention of heirs is permitted in the discretion of the court for the Q: When is the claimant NOT entitled to recover costs?
purpose of preventing any possible collusion between the claimant and the executor A: When an executor or administrator, in his answer, admits and offers to pay part
or administrator. of a claim, and the claimant refuses to accept the amount offered in satisfaction of
his claim. If he fails to obtain a more favorable judgment, he cannot recover costs,
SEC. 12. Trial of contested claim.—Upon the filing of an answer to a claim, or but must pay the executor or administrator the costs. The liability of the claimants
upon the expiration of the time for such filing, the clerk of court shall set the claim for costs in this case starts from the time the executor or administrator made the
offer to pay.
For: Administratorship
PETITION
COMES NOW, the petitioner by the undersigned counsel and unto this Honorable
Court respectfully alleges:
1. That the petitioner is of legal age, single, and resident of 16 st. Ever
Gotesco Morayta Manila
2. The she is the legitimate spouse of deceased who died intestate in the City
of Manila on March 1 2007.
3. That the deceased SAN ANDRES JR.. left the following legal heirs, to wit:
[NAME AGE RELATION TO DECEASED ADDRESS]
MIKA ANDRES 55 Wife Morayta Manila
4. That the deceased left the following real and personal properties, to wit:
[CHARACTER LOCATION PROBABLE VALUE]
Residential Lot Pateros Metro Manila P30,000,000.00
5. That, as far as petitioner knows, the following are the names of the
creditors of the decedent, to wit:
[NAME ADDRESS AMOUNT OF CREDIT]
Ray Quizon Makati City P1,000.00
Philip Salvador San Juan 500.00
6. That decedent died leaving neither descendants nor ascendants whether
legitimate or otherwise, and petitioner is the surviving spouse of said
decedent.
WHEREFORE, it is prayed that, after due notice and hearing aNd the giving of a
bond in the sum fixed by this Honorable Court, letters of administration of the estate
of the deceased SAN ANDRES JR., be issued to petitioner MIKA ANDRES.
MARIA LOPEZ
Attorney for Petitioner
LOPEZ & ASSOCIATES LAW OFFICES
2nd Floor, RCBC Plaza, Ayala Avenue, Makati City
Roll No. 123456
P.T.R. No. 1234567 / Manila / January 10, 2008
IBP No. 123456/ Manila / January 20, 2008 + VCNFS
MCLE Compliance No. 123456
Sample petition for Probate of a Notarial Will: Sample petition for Probate of a Holographic Will:
PETITIONER, by counsel, respectfully states that: PETITIONER, by counsel, respectfully states that:
1. Petitioner is a Filipino citizen and the widow of the deceased. 1. Petitioner is a Filipino citizen and the widow of the deceased.
2. On 15 January 2008, Chris Galang, died; having previously executed 2. On 14 February 2008, CHERRY PIE CANONIGO died having previously
a notarial will. A copy of the will is attached as ANNEX A. executed a holographic will in his own handwriting and in a language known to him.
A copy of the will is attached as ANNEX A. The handwriting may be attested to as
3. Any of the subscribing witnesses; namely, Jome Comaejos, Tony B. his by his secretary of long standing, CHICHI BULMA.
Comejos, and Kiboy Jolly Bee, may be called to testify that the will
was executed as required by law. 2. The deceased left a house and lot located at No. 123, Salmon Street,
Marinara Subdivision, Quezon City and cash amounting to Five Hundred Thousand
4. The heirs of the deceased are Arman Galang (39 years old, resident of Pesos (P500,000); he had no debts.
1 Pilar Ave., Las Pinas City) and Bagong Silang (18 years old, resident
of 1 Pilar Ave., Las Pinas City). 3. The deceased’s only heirs are herein petitioner and their son,
CHRISTOPHER CANONIGO., both of whom are residing at No. 123, Salmon Street,
5. The deceased left real property (house and lot) at 2 Pilar Ave, Las Marinara Subdivision, Quezon City.
Pinas, valued at P960,000,000.
WHEREFORE, it is respectfully prayed that after due notice and publication
this Honorable Court fix the date for the probate of the holographic will and that
WHEREFORE, it is respectfully prayed that after due notice and publication, letters of administration be issued in favor of the herein petitioner and thereafter
this Honorable Court fix the date for the probate of the notarial will and that letters adjudicate the properties of the deceased in accordance with the said holographic
testamentary be issued in favor of the herein petitioner and thereafter adjudicate will.
the properties of the deceased in accordance with the said notarial will.
Quezon City; 21 February 2008
Las Pinas City; 14 February 2008
(Sgd.) + VCNFS
Counsel for the Plaintiff
23 Pilar Street, BF Homes
Las Pinas
+ VCNFS