cases rem
TRANSCRIPT
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G.R. No. L-23445 June 23, 1966
REMEDIOS NUGUID,petitioner and appellant,
vs.
FELIX NUGUID and !" S!LONG! NUGUID,oppositors and appellees.
Custodio O. Partade for petitioner and appellant.
Beltran, Beltran and Beltran for oppositors and appellees.
S!N#$E", J.:
Rosario Nuguid, a resident of Quezon City, died on December 30, 1!",
single, #it$out descendants, legitimate or illegitimate. %urviving $er #ere
$er legitimate parents, &eli' Nuguid and (az %alonga Nuguid, and si' )!*
brot$ers and sisters, namely+ lfredo, &ederico, Remedios, Conrado, -ourdes
and lberto, all surnamed Nuguid.
n /ay 1, 1!3, petitioner Remedios Nuguid led in t$e Court of &irst
2nstance of Rizal a $olograp$ic #ill allegedly e'ecuted by Rosario Nuguid on
November 1, 141, some 11 years before $er demise. (etitioner prayed
t$at said #ill be admitted to probate and t$at letters of administration #it$
t$e #ill anne'ed be issued to $er.
n 5une "4, 1!3, &eli' Nuguid and (az %alonga Nuguid, concededly t$e
legitimate fat$er and mot$er of t$e deceased Rosario Nuguid, entered t$eiropposition to t$e probate of $er #ill. 6round t$erefor, inter alia, is t$at by t$e
institution of petitioner Remedios Nuguid as universal $eir of t$e deceased,
oppositors 7 #$o are compulsory $eirs of t$e deceased in t$e direct
ascending line 7 #ere illegally preterited and t$at in conse8uence t$e
institution is void.
n ugust ", 1!3, before a $earing #as $ad on t$e petition for probate
and ob9ection t$ereto, oppositors moved to dismiss on t$e ground of
absolute preterition.
n %eptember !, 1!3, petitioner registered $er opposition to t$e motion to
dismiss.1wph1.t
:$e court;s order of November , 1!3, $eld t$at
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motion to reconsider $aving been t$#arted belo#, petitioner came to t$is
Court on appeal.
1. Rig$t at t$e outset, a procedural aspect $as engaged our attention. :$e
case is for t$e probate of a #ill. :$e court;s area of in8uiry is limited 7 to an
e'amination of, and resolution on, t$e extrinsicvalidity of t$e #ill. :$e due
e'ecution t$ereof, t$e testatri';s testamentary capacity, and t$e compliance
#it$ t$e re8uisites or solemnities by la# prescribed, are t$e 8uestions solely
to be presented, and to be acted upon, by t$e court. %aid court at t$is stage
of t$e proceedings 7 is not called upon to rule on t$e intrinsicvalidity or
e=cacy of t$e provisions of t$e #ill, t$e legality of any devise or legacy
t$erein.1
peculiar situation is $ere t$rust upon us. :$e parties s$unted aside t$e
8uestion of #$et$er or not t$e #ill s$ould be allo#ed probate. &or t$em, t$emeat of t$e case is t$e intrinsic validity of t$e #ill. Normally, t$is comes only
after t$e court $as declared t$at t$e #ill $as been duly aut$enticated.">ut
petitioner and oppositors, in t$e court belo# and $ere on appeal, travelled on
t$e issue of la#, to #it+ 2s t$e #ill intrinsically a nullity?
@e pause to reAect. 2f t$e case #ere to be remanded for probate of t$e #ill,
not$ing #ill be gained. n t$e contrary, t$is litigation #ill be protracted. nd
for aug$t t$at appears in t$e record, in t$e event of probate or if t$e court
re9ects t$e #ill, probability e'ists t$at t$e case #ill come up once again
before us on t$e same issue of t$e intrinsic validity or nullity of t$e #ill.Result+ #aste of time, eBort, e'pense, plus added an'iety. :$ese are t$e
practical considerations t$at induce us to a belief t$at #e mig$t as #ell meet
$eadon t$e issue of t$e validity of t$e provisions of t$e #ill in 8uestion.3
fter all, t$ere e'ists a 9usticiable controversy crying for solution.
". (etitioner;s sole assignment of error c$allenges t$e correctness of t$e
conclusion belo# t$at t$e #ill is a complete nullity. :$is e'acts from us a
study of t$e disputed #ill and t$e applicable statute.
Reproduced $ereunder is t$e #ill+
Nov. 1, 141
2, R%R2 N62D, being of sound and disposing mind and memory, $aving
amassed a certain amount of property, do $ereby give, devise, and be8ueat$
all of t$e property #$ic$ 2 may $ave #$en 2 die to my beloved sister
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Remedios Nuguid, age 3E, residing #it$ me at 3> 2riga, Q.C. 2n #itness
#$ereof, 2 $ave signed my name t$is sevent$ day of November, nineteen
$undred and ftyone.
)%gd.* 2llegible
:F R%R2 N62D
:$e statute #e are called upon to apply in rticle 4E of t$e Civil Code
#$ic$, in part, provides+
R:. 4E. :$e preterition or omission of one, some, or all of t$e
compulsory $eirs in t$e direct line, #$et$er living at t$e time of t$e
e'ecution of t$e #ill or born after t$e deat$ of t$e testator, s$all annul
t$e institution of $eirG but t$e devises and legacies s$all be valid
insofar as t$ey are not ino=cious. ...
H'cept for inconse8uential variation in terms, t$e foregoing is a reproduction
of rticle 1E of t$e Civil Code of %pain of 1, #$ic$ is similarly $erein
copied, t$us 7
rt. 1E. :$e preterition of one or all of t$e forced $eirs in t$e direct
line, #$et$er living at t$e time of t$e e'ecution of t$e #ill or born after
t$e deat$ of t$e testator, s$all void t$e institution of $eirG but t$e
legacies and betterments
E
s$all be valid, in so far as t$ey are notino=cious. ...
compre$ensive understanding of t$e termpreteritionemployed in t$e la#
becomes a necessity. n t$is point /anresa comments+
-a pretericion consiste en omitar al $eredero en el testamento. no se
le nombra si8uiera o aun nombrandole como padre, $i9o, etc., no se le
instituya $eredero ni se le des$ereda e'presamente ni se le asigna
parte alguna de los bienes, resultando privado de un modo tacito de su
derec$o a legitima.
(ara 8ue e'ista pretericion, con arreglo al articulo 1E, basta 8ue en el
testamento omita el testador a uno cual8uiera de a8uellos a 8uienes
por su muerte corresponda la $erencia forzosa.
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%e necesita, pues, a* Que la omision se reera a un $eredero forzoso.
b* Que la omision sea completaG 8ue el $eredero forzoso nada reciba
en el testamento.
2t may no# appear trite bat nonet$eless $elpful in giving us a clear
perspective of t$e problem before us, to $ave on $and a clearcut denition
of t$e #ord annul+
:o
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articulo como especial en el caso 8ue le motiva rige con preferencia al
1. 10
:$e same vie# is e'pressed by %anc$ez Roman+ 7
-a consecuencia de la anulacion o nulidad de la institucion de $erederopor pretericion de uno, varios o todos los forzosos en linea recta, es la
apertura de la sucesion intestada total o parcial.%era total, cuando el
testador 8ue comete la pretericion, $ubiese dispuesto de todos los
bienes por titulo universal de $erencia en favor de los $erederos
instituidos, cuya institucion se anula, por8ue asi lo e'ige la generalidad
del precepto legal del art. 1E, al determinar, como efecto de la
pretericion, el de 8ue
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interpretacion arbitraria, dentro del derec$o positivo, reputar como
legatario a un $eredero cuya institucion fuese anulada con prete'to de
8ue esto se acomodaba me9or a la voluntad del testador, pues aun
cuando asi fuese, sera esto razon para modicar la ley, pero no
autoriza a una interpretacion contraria a sus terminos y a los principios
8ue informan la testamentifaccion, pues no por8ue parezca me9or una
cosa en el terreno del Derec$o constituyente, $ay razon para
convereste 9uicio en regla de interpretacion, desvirtuando y anulando
por este procedimiento lo 8ue el legislador 8uiere establecer. 1"
3. @e s$ould not be led astray by t$e statement in rticle 4E t$at,
annullment not#it$standing,
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disin$erited.< 1!Disin$eritance, in turn, etter stated yet, in
disin$eritance t$e nullity is li!itedto t$at portion of t$e estate of #$ic$ t$e
disin$erited $eirs $ave been illegally deprived. /anresa;s e'pressivelanguage, in commenting on t$e rig$ts of t$e preterited $eirs in t$e case of
preterition on t$e one $and and legal disin$eritance on t$e ot$er, runs t$us+
ut t$e t$eory is advanced t$at t$e be8uest made by universal title in
favor of t$e c$ildren by t$e second marriage s$ould be treated as
le#adoand !e'oraand, accordingly, it must not be entirely annulled
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but merely reduced. :$is t$eory, if adopted, #ill result in a complete
abrogation of rticles 1E and 41 of t$e Civil Code. 2f every case of
institution of $eirs may be made to fall into t$e concept of legacies and
betterments reducing t$e be8uest accordingly, t$en t$e provisions of
rticles 1E and 41 regarding total or partial nullity of t$e institution,
#ould. be absolutely meaningless and #ill never $ave any application
at all. nd t$e remaining provisions contained in said article concerning
t$e reduction of ino=cious legacies or betterments #ould be a
surplusage because t$ey #ould be absorbed by rticle 1. :$us,
instead of construing, #e #ould be destroying integral provisions of t$e
Civil Code.
:$e destructive eBect of t$e t$eory t$us advanced is due mainly to a
failure to distinguis$ institution of $eirs from legacies and betterments,
and a general from a special provision. @it$ reference to article 1E,#$ic$ is t$e only provision material to t$e disposition of t$is case, it
must be observed t$at t$e institution of $eirs is t$erein dealt #it$ as a
t$ing separate and distinct from legacies or betterments. nd t$ey are
separate and distinct not only because t$ey are distinctly and
separately treated in said article but because t$ey are in t$emselves
diBerent. 2nstitution of $eirs is a be8uest by universal title of property
t$at is undetermined. -egacy refers to specic property be8ueat$ed by
a particular or special title. ... >ut again an institution of $eirs cannot
be taIen as a legacy. "4
:$e disputed order, #e observe, declares t$e #ill in 8uestion
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!R!S, J.:
:$is is a petition for revie# on certiorari of t$e decision of respondent.
Court of ppeals in C6.R. %( No. 04EE promulgated on ugust 30, 14)Rollo, p. 10* ordering t$e dismissal of t$e petition in %pecial (roceedings
No, 41 CH> and its Resolution issued on ctober "3, 14 )Rollo, p. "*
denying respondents; )petitioners $erein* motion for reconsideration.
:$e dispositive portion of t$e 8uestioned decision reads as follo#s+
@LHRH&RH, t$e petition is $ereby granted and respondent
Regional :rial Court of t$e %event$ 5udicial Region, >ranc$ M222
)Cebu City*, is $ereby ordered to dismiss t$e petition in %pecial
(roceedings No. 41 CH> No special pronouncement is made as
to costs.
:$e antecedents of t$e case, based on t$e summary of t$e 2ntermediate
ppellate Court, no# Court of ppeals, )Rollo, pp. 1010* are as follo#s+
n /ay ", 1E petitioner Constantino cain led on t$e Regional :rial
Court of Cebu City >ranc$ M222, a petition for t$e probate of t$e #ill of t$e late
Nemesio cain and for t$e issuance to t$e same petitioner of letters
testamentary, docIeted as %pecial (roceedings No. 41 CH> )Rollo, p. "*,on t$e premise t$at Nemesio cain died leaving a #ill in #$ic$ petitioner and
$is brot$ers ntonio, &lores and 5ose and $is sisters nita, Concepcion,
Quirina and -aura #ere instituted as $eirs. :$e #ill allegedly e'ecuted by
Nemesio cain on &ebruary 1, 1!0 #as #ritten in >isaya )Rollo, p. "* #it$
a translation in Hnglis$ )Rollo, p. 31* submi;tted by petitioner #it$out
ob9ection raised by private respondents. :$e #ill contained provisions on
burial rites, payment of debts, and t$e appointment of a certain tty. 2gnacio
6. Jillagonzalo as t$e e'ecutor of t$e testament. n t$e disposition of t$e
testator;s property, t$e #ill provided+
:L2RD+ ll my s$ares t$at 2 may receive from our properties.
$ouse, lands and money #$ic$ 2 earned 9ointly #it$ my #ife Rosa
Diongson s$all all be given by me to my brot$er %H6ND C2N
&ilipino, #ido#er, of legal age and presently residing at 34C
%anciangIo %treet, Cebu City. 2n case my brot$er %egundo cain
predeceased me, all t$e money properties, lands, $ouses t$ere
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in >antayan and $ere in Cebu City #$ic$ constitute my s$are
s$all be given to me to $is c$ildren, namely+ nita, Constantino,
Concepcion, Quirina, laura, &lores, ntonio and 5ose, all
surnamed cain.
bviously, %egundo predeceased Nemesio. :$us it is t$e c$ildren of
%egundo #$o are claiming to be $eirs, #it$ Constantino as t$e petitioner in
%pecial (roceedings No. 41 CH>
fter t$e petition #as set for $earing in t$e lo#er court on 5une "4, 1E t$e
oppositors )respondents $erein Jirginia . &ernandez, a legally adopted
daug$ter of tile deceased and t$e latter;s #ido# Rosa Diongson Jda. de
cain led a motion to dismiss on t$e follo#ing grounds for t$e petitioner $as
no legal capacity to institute t$ese proceedingsG )"* $e is merely a universal
$eir and )3* t$e #ido# and t$e adopted daug$ter $ave been pretirited.)Rollo, p. 14*. %aid motion #as denied by t$e trial 9udge.
fter t$e denial of t$eir subse8uent motion for reconsideration in t$e lo#er
court, respondents led #it$ t$e %upreme Court a petition for certiorari and
pro$ibition #it$ preliminary in9unction #$ic$ #as subse8uently referred to
t$e 2ntermediate ppellate Court by Resolution of t$e Court dated /arc$ 11,
14 )/emorandum for (etitioner, p. 3G Rollo, p. 14*.
Respondent 2ntermediate ppellate Court granted private respondents;
petition and ordered t$e trial court to dismiss t$e petition for t$e probate oft$e #ill of Nemesio cain in %pecial (roceedings No. 41 CH>
Lis motion for reconsideration $aving been denied, petitioner led t$is
present petition for t$e revie# of respondent Court;s decision on December
1, 14 )Rollo, p. !*. Respondents; Comment #as led on 5une !, 1!
)Rollo, p. 1E!*.
n ugust 11, 1! t$e Court resolved to give due course to t$e petition
)Rollo, p. 143*. Respondents; /emorandum #as led on %eptember "", 1!
)Rollo, p. 14*G t$e /emorandum for petitioner #as led on %eptember ",1! )Rollo, p. 1*.
(etitioner raises t$e follo#ing issues )/emorandum for petitioner, p. E*+
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)* :$e petition led in C6.R. No. 04EE for certiorari and
pro$ibition #it$ preliminary in9unction is not t$e proper remedy
under t$e premisesG
)>* :$e aut$ority of t$e probate courts is limited only to in8uiring
into t$e e'trinsic validity of t$e #ill soug$t to be probated and it
cannot pass upon t$e intrinsic validity t$ereof before it is
admitted to probateG
)C* :$e #ill of Nemesio cain is valid and must t$erefore, be
admitted to probate. :$e preterition mentioned in rticle 4E of
t$e Ne# Civil Code refers to preterition of for probate
of t$e #ill of Nemesio cain and
)6* rticle 4E of t$e Ne# Civil Code is a bill of attainder. 2t is
t$erefore unconstitutional and ineBectual.
:$e pivotal issue in t$is case is #$et$er or not private respondents $ave
been pretirited.
rticle 4E of t$e Civil Code provides+
rt. 4E. :$e preterition or omission of one, some, or all of t$e
compulsory $eirs in t$e direct line, #$et$er living at t$e time of
t$e e'ecution of t$e #ill or born after t$e deat$ of t$e testator,
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s$all annul t$e institution of $eirG but t$e devisees and legacies
s$all be valid insofar as t$ey are notG ino=cious.
2f t$e omitted compulsory $eirs s$ould die before t$e testator,
t$e institution s$all $e eBectual, #it$out pre9udice to t$e rig$t of
representation.
(reterition consists in t$e omission in t$e testator;s #ill of t$e forced $eirs or
anyone of t$em eit$er because t$ey are not mentioned t$erein, or, t$oug$
mentioned, t$ey are neit$er instituted as $eirs nor are e'pressly disin$erited
)Nuguid v. Nuguid, 1 %CR E40 1!!OG /aninang v. Court of ppeals, 11E
%CR E 1"O*. 2nsofar as t$e #ido# is concerned, rticle 4E of t$e Civil
Code may not apply as s$e does not ascend or descend from t$e testator,
alt$oug$ s$e is a compulsory $eir. %tated ot$er#ise, even if t$e surviving
spouse is a compulsory $eir, t$ere is no preterition even if s$e is omittedfrom t$e in$eritance, for s$e is not in t$e direct line. )rt. 4E, Civil code*
$o#ever, t$e same t$ing cannot be said of t$e ot$er respondent Jirginia .
&ernandez, #$ose legal adoption by t$e testator $as not been 8uestioned by
petitioner )./emorandum for t$e (etitioner, pp. *. nder rticle 3 of (.D.
No. !03, Ino#n as t$e C$ild and Pout$ @elfare Code, adoption gives to t$e
adopted person t$e same rig$ts and duties as if $e #ere a legitimate c$ild of
t$e adopter and maIes t$e adopted person a legal $eir of t$e adopter. 2t
cannot be denied t$at s$e $as totally omitted and preterited in t$e #ill of t$e
testator and t$at bot$ adopted c$ild and t$e #ido# #ere deprived of at least
t$eir legitime. Neit$er can it be denied t$at t$ey #ere not e'presslydisin$erited. Lence, t$is is a clear case of preterition of t$e legally adopted
c$ild.
(retention annuls t$e institution of an $eir and annulment t$ro#s open to
intestate succession t$e entire in$eritance including
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not$ing at all #as #ritten. Carefully #orded and in clear terms, rticle 4E of
t$e Civil Code oBers no lee#ay for inferential interpretation )Nuguid v.
Nuguid*, supra. No legacies nor devises $aving been provided in t$e #ill t$e
#$ole property of t$e deceased $as been left by universal title to petitioner
and $is brot$ers and sisters. :$e eBect of annulling t$e acang v. Court of ppeals,
1"4 %CR 13 13O*.
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%pecial (roceedings No. 41 CH> is for t$e probate of a #ill. s stated by
respondent Court, t$e general rule is t$at t$e probate court;s aut$ority is
limited only to t$e e'trinsic validity of t$e #ill, t$e due e'ecution t$ereof, t$e
testator;s testamentary capacity and t$e compliance #it$ t$e re8uisites or
solemnities prescribed by la#. :$e intrinsic validity of t$e #ill normally
comes only after t$e Court $as declared t$at t$e #ill $as been duly
aut$enticated. %aid court at t$is stage of t$e proceedings is not called upon
to rule on t$e intrinsic validity or e=cacy of t$e provisions of t$e #ill )Nuguid
v. Nuguid, 1 %CR EE 1!!OG %umilang v. Ramagosa, supraG /aninang v.
Court of ppeals, 11E %CR E 1"OG Cayetano v. -eonides, 1" %CR 4""
1EOG and Nepomuceno v. Court of ppeals, 13 %CR "0! 14O*.
:$e rule, $o#ever, is not inAe'ible and absolute. nder e'ceptional
circumstances, t$e probate court is not po#erless to do #$at t$e situation
constrains it to do and pass upon certain provisions of t$e #ill )Nepomucenov. Court of ppeals, supra*. 2n Nuguid v. Nuguid t$e oppositors to t$e probate
moved to dismiss on t$e ground of absolute preteriton :$e probate court
acting on t$e motion $eld t$at t$e #ill in 8uestion #as a complete nullity and
dismissed t$e petition #it$out costs. n appeal t$e %upreme Court up$eld
t$e decision of t$e probate court, induced by practical considerations. :$e
Court said+
@e pause to reAect. 2f t$e case #ere to be remanded for probate
of t$e #ill, not$ing #ill be gained. n t$e contrary, t$is litigation
#ill be protracted. nd for aug$t t$at appears in t$e record, int$e event of probate or if t$e court re9ects t$e #ill, probability
e'ists t$at t$e case #ill come up once again before us on t$e
same issue of t$e intrinsic validity or nullity of t$e #ill. Result+
#aste of time, eBort, e'pense, plus added an'iety. :$ese are t$e
practical considerations t$at induce us to a belief t$at #e mig$t
as #ell meet $eadon t$e issue of t$e validity of t$e provisions of
t$e #ill in 8uestion. fter all t$ere e'ists a 9usticiable controversy
crying for solution.
2n +a#ui!si! $. indaya# )! %CR E 1!"O* t$e motion to dismiss t$e
petition by t$e surviving spouse #as grounded on petitioner;s lacI of legal
capacity to institute t$e proceedings #$ic$ #as fully substantiated by t$e
evidence during t$e $earing $eld in connection #it$ said motion. :$e Court
up$eld t$e probate court;s order of dismissal.
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2n Cayetano $. eonides, supra one of t$e issues raised in t$e motion to
dismiss t$e petition deals #it$ t$e validity of t$e provisions of t$e #ill.
Respondent 5udge allo#ed t$e probate of t$e #ill. :$e Court $eld t$at as on
its face t$e #ill appeared to $ave preterited t$e petitioner t$e respondent
9udge s$ould $ave denied its probate outrig$t. @$ere circumstances demand
t$at intrinsic validity of testamentary provisions be passed upon even before
t$e e'trinsic validity of t$e #ill is resolved, t$e probate court s$ould meet t$e
issue. )Nepomuceno v. Court of ppeals, supraG Nuguid v. Nuguid, supra*.
2n t$e instant case private respondents led a motion to dismiss t$e petition
in %p. (roceedings No. 41 CH> of t$e Regional :rial Court of Cebu on t$e
follo#ing grounds+ )1* petitioner $as no legal capacity to institute t$e
proceedingsG )"* $e is merely a universal $eirG and )3* t$e #ido# and t$e
adopted daug$ter $ave been preterited )Rollo, p. 14*. 2t #as denied by t$e
trial court in an order dated 5anuary "1, 14 for t$e reason t$at
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entertained, particularly #$ere appeal #ould not aBord speedy and ade8uate
relief. )/aninang Court of ppeals, supra*.
(RH/2%H% CN%2DHRHD, t$e petition is $ereby DHN2HD for lacI of merit and
t$e 8uestioned decision of respondent Court of ppeals promulgated on
ugust 30, 14 and its Resolution dated ctober "3, 14 are $ereby
&&2R/HD.
% RDHRHD.
G.R. No. L-23135 De'e7)e* 26, 196%
ES!E ES!E OF $IL!RION R!M!GOS!. M!RI!NO SUMIL!NG,
petitionerappellee,
vs.
S!URNIN! R!M!GOS!, S!NI!GO R!M!GOS!, ENRI8UE !ELL!,
LI#ERI! !ELL! and !NDRE! R!!LO,oppositorsappellants.
-atchalian and +ison and . /. Bardelosa, r. for petitioner0appellee.
ose . es$arro r. for oppositors0appellants
M!:!LIN!L, J.:
n 5uly 4, 1!0 /ariano %umilang led in t$e Court of &irst 2nstance of
Quezon a petition for t$e probate of a document alleged to be t$e last #ill
and testament of Lilarion Ramagosa, #$o died on December 1, 14. %aid
document, #ritten in :agalog and dated &ebruary "!, 1E, institutes
petitioner as sole $eir of t$e testator.
:$e petition for probate #as opposed by t#o )"* of oppositors 7 appellants
$erein 7 #$o 8uestioned t$e due e'ecution of t$e document, claiming t$at it
#as made under duress and #as not really intended by t$e deceased to be
$is last #ill and testament. side from merely opposing t$e petition for
probate, t$e rst set of oppositors 7 %aturnino and %antiago Ramagosa 7
also claimed t$at t$ey, instead of petitioner, #ere entitled to in$erit t$eestate of t$e deceased. :$e ot$er oppositors representing t$emselves simply
as ne't of Iin, appropriately prayed only for t$e disallo#ance of t$e #ill.
t t$e $earings of t$e petition petitioner adduced $is evidence, and t$en
rested $is case on &ebruary 1!, 1!1. Reception of oppositors; evidence #as
set for 5uly 1E, 1!1. Lo#ever, on 5uly 3, 1!1 oppositors moved for t$e
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dismissal of t$e petition for probate mainly on t$e ground t$at
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#ill or t$e legality of any devise or legacy is premature. )Nuguid vs. Nuguid,
6.R. No. -"3EE4, 5une "3, 1!!*.
:o establis$ conclusively as against everyone and once for all, t$e facts
t$at a #ill #as e'ecuted #it$ t$e formalities re8uired by la# and t$at
t$e testator #as in a condition to maIe a #ill, is t$e only purpose of
t$e proceedings . . . for t$e probate of a #ill. :$e 9udgment in suc$
proceedings determines and can determine not$ing more. )lemany, et
al. vs. C&2 of /anila, 3 ($il. E"E*.
ppositors #ould #ant t$e court a )uoto dismiss petition for probate on t$e
ground t$at t$e testator $ad impliedly revoIed $is #ill by selling, prior to $is
deat$, t$e lands disposed of t$erein.
:rue or not, t$e alleged sale is no ground for t$e dismissal of t$e petition for
probate. (robate is one t$ing t$e validity of t$e testamentary provisions is
anot$er.itc0alf:$e rst decides t$e e'ecution of t$e document and t$e
testamentary capacity of t$e testatorG t$e second relates to descent and
distribution.
:$e alleged revocation implied from t$e e'ecution of t$e deeds of
conveyance in favor of t$e testamentary $eir is plainly irrelevant to
and separate from t$e 8uestion of #$et$er t$e testament #as duly
e'ecuted. &or one, if t$e #ill is not entitled to probate, or its probate is
denied, all 8uestions of revocation become superAuous+ in la#, t$ere isno suc$ #ill and $ence t$ere #ould be not$ing to revoIe. :$en, again,
t$e revocation invoIed by t$e oppositorsappellants is not an e'press
one, but merely implied from subse8uent acts of t$e testatri' allegedly
evidencing an abandonment of t$e original intention to be8ueat$ or
devise t$e properties concerned. s suc$, t$e revocation #ould not
aBect t$e #ill itself, but merely t$e particular devise or legacy. itc0alf
)&ernandez, et al. vs. Dimagiba, -"3!3 and Reyes, et al. vs.
Dimagiba, -"3!!", ctober 1", 1!.*
2n t$eir brief, oppositors do not taIe issue #it$ t$e court a )uo2s nding t$at
t$ey
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2t is a #ellsettled rule t$at in order t$at a person may be allo#ed to
intervene in a probate proceeding $e must $ave an interest in t$e
estate, or in t$e #ill, or in t$e property to be aBected by it eit$er as
e'ecutor or as a claimant of t$e estate )Ngo :$e Lua vs. C$ung iat
Lua, et al., -101, %eptember 30, 1!3*G and an interested party $as
been dened as one #$o #ould be beneted by t$e estate suc$ as an
$eir or one #$o $as a claim against t$e estate liIe a creditor. ):eotico
vs. Del Jal, etc., 6.R. No. - 143, /arc$ "!, 1!4.*
:$e reason for t$e rule e'cluding strangers from contesting t$e #ill, is
not t$at t$ereby t$e court may be prevented from learning facts #$ic$
#ould 9ustify or necessitate a denial of probate, but rat$er t$at t$e
courts and t$e litigants s$ould not be molested by t$e intervention in
t$e proceedings of persons #it$ no interest in t$e estate #$ic$ #ould
entitle t$em to be $eard #it$ relation t$ereto. )(aras vs. Narciso, 34($il. "EE.*
%ometime after t$is case #as elevated to t$is Court appellee moved to
dismiss t$e appeal on t$e ground t$at t$e order appealed from is
interlocutory. @e deferred action on t$e motion until after t$e brief of bot$
parties $ad been led. :$e motion, alt$oug$ no# practically academic in
vie# of our resolution of t$e main issue involved, must be denied, since t$e
order of t$e lo#er court striIing out appellants; opposition to t$e probate of
t$e #ill on t$e ground t$at t$ey $ave no personality to intervene in t$e case,
#as nal and t$erefore appealable order insofar as t$ey #ere concerned.
:$e order appealed from is $ereby a=rmed, #it$ costs against oppositors
appellants.
G.R. No. L-54919 Ma; 3&, 19+4
OLL< #!
*an' XXXIII, #ou*( o> F/*( In(an'e o> Man/a and NENI!
#!MOS !GUI!, respondents.
r!elo P. -u%!an for petitioner.
/r!ando 3. -on%ales for pri$ate respondent.
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GUIERRE", JR., J.:
:$is is a petition for revie# on certiorari, seeIing to annul t$e order of t$e
respondent 9udge of t$e Court of &irst 2nstance of /anila, >ranc$ MMMJ222,#$ic$ admitted to and allo#ed t$e probate of t$e last #ill and testament of
doracion C. Campos, after an e'parte presentation of evidence by $erein
private respondent.
n 5anuary 31, 1, doracion C. Campos died, leaving $er fat$er,
petitioner Lermogenes Campos and $er sisters, private respondent Nenita C.
(aguia, Remedios C. -opez and /arieta C. /edina as t$e surviving $eirs. s
Lermogenes Campos #as t$e only compulsory $eir, $e e'ecuted an =davit
of d9udication under Rule E, %ection 2 of t$e Rules of Court #$ereby $e
ad9udicated unto $imself t$e o#ners$ip of t$e entire estate of t$e deceased
doracion Campos.
Hleven mont$s after, on November "4, 1, Nenita C. (aguia led a petition
for t$e reprobate of a #ill of t$e deceased, doracion Campos, #$ic$ #as
allegedly e'ecuted in t$e nited %tates and for $er appointment as
administratri' of t$e estate of t$e deceased testatri'.
2n $er petition, Nenita alleged t$at t$e testatri' #as an merican citizen at
t$e time of $er deat$ and #as a permanent resident of E!33 Ditman %treet,($iladelp$ia, (ennsylvania, .%..G t$at t$e testatri' died in /anila on
5anuary 31, 1 #$ile temporarily residing #it$ $er sister at "1! -everiza,
/alate, /anilaG t$at during $er lifetime, t$e testatri' made $er last #ig and
testament on 5uly 10, 14, according to t$e la#s of (ennsylvania, .%..,
nominating @ilfredo >arzaga of Ne# 5ersey as e'ecutorG t$at after t$e
testatri' deat$, $er last #ill and testament #as presented, probated,
allo#ed, and registered #it$ t$e Registry of @ins at t$e County of
($iladelp$ia, .%.., t$at Clement -. /c-aug$lin, t$e administrator #$o #as
appointed after Dr. >arzaga $ad declined and #aived $is appointment as
e'ecutor in favor of t$e former, is also a resident of ($iladelp$ia, .%.., and
t$at t$erefore, t$ere is an urgent need for t$e appointment of an
administratri' to administer and eventually distribute t$e properties of t$e
estate located in t$e ($ilippines.
n 5anuary 11, 1, an opposition to t$e reprobate of t$e #ill #as led by
$erein petitioner alleging among ot$er t$ings, t$at $e $as every reason to
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believe t$at t$e #ill in 8uestion is a forgeryG t$at t$e intrinsic provisions of
t$e #ill are null and voidG and t$at even if pertinent merican la#s on
intrinsic provisions are invoIed, t$e same could not apply inasmuc$ as t$ey
#ould #orI in9ustice and in9ury to $im.
n December 1, 1, $o#ever, t$e petitioner t$roug$ $is counsel, tty.
&ranco -oyola, led a /otion to Dismiss pposition )@it$ @aiver of Rig$ts or
2nterests* stating t$at $e
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dministratri' upon $er ling of a bond in t$e amount of
(4,000.00 conditioned under t$e provisions of %ection 2, Rule 1
of t$e Rules of Court.
not$er manifestation #as led by t$e petitioner on pril 1E, 1,
conrming t$e #it$dra#al of $is opposition, acIno#ledging t$e same to be
$is voluntary act and deed.
n /ay "4, 1, Lermogenes Campos led a petition for relief, praying t$at
t$e order allo#ing t$e #ill be set aside on t$e ground t$at t$e #it$dra#al of
$is opposition to t$e same #as secured t$roug$ fraudulent means. ccording
to $im, t$e
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/ean#$ile, on 5une !,1", petitioner Lermogenes Campos died and left a
#ill, #$ic$, incidentally $as been 8uestioned by t$e respondent, $is c$ildren
and forced $eirs as, on its face, patently null and void, and a fabrication,
appointing (olly Cayetano as t$e e'ecutri' of $is last #ill and testament.
Cayetano, t$erefore, led a motion to substitute $erself as petitioner in t$e
instant case #$ic$ #as granted by t$e court on %eptember 13, 1".
motion to dismiss t$e petition on t$e ground t$at t$e rig$ts of t$e
petitioner Lermogenes Campos merged upon $is deat$ #it$ t$e rig$ts of t$e
respondent and $er sisters, only remaining c$ildren and forced $eirs #as
denied on %eptember 1", 13.
(etitioner Cayetano persists #it$ t$e allegations t$at t$e respondent 9udge
acted #it$out or in e'cess of $is 9urisdiction #$en+
1* Le ruled t$e petitioner lost $is standing in court deprived t$e
Rig$t to Notice )sic* upon t$e ling of t$e /otion to Dismiss
opposition #it$ #aiver of rig$ts or interests against t$e estate of
deceased doracion C. Campos, t$us, paving t$e #ay for t$e
$earing ex0parteof t$e petition for t$e probate of decedent #ill.
"* Le ruled t$at petitioner can #aive, renounce or repudiate )not
made in a public or aut$enticated instrument*, or by #ay of a
petition presented to t$e court but by #ay of a motion presented
prior to an order for t$e distribution of t$e estatet$e la#especially providing t$at repudiation of an in$eritance must be
presented, #it$in 30 days after it $as issued an order for t$e
distribution of t$e estate in accordance #it$ t$e rules of Court.
3* Le ruled t$at t$e rig$t of a forced $eir to $is legitime can be
divested by a decree admitting a #ill to probate in #$ic$ no
provision is made for t$e forced $eir in complete disregard of
-a# of %uccession
E* Le denied petitioner;s petition for Relief on t$e ground t$at noevidence #as adduced to support t$e (etition for Relief #$en no
Notice nor $earing #as set to aBord petitioner to prove t$e merit
of $is petition 7 a denial of t$e due process and a grave abuse
of discretion amounting to lacI of 9urisdiction.
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4* Le ac8uired no 9urisdiction over t$e testate case, t$e fact t$at
t$e :estator at t$e time of deat$ #as a usual resident of
DasmariKas, Cavite, conse8uently Cavite Court of &irst 2nstance
$as e'clusive 9urisdiction over t$e case )De >or9a vs. :an, 6.R.
No. -", 5uly 144*.
:$e rst t#o issues raised by t$e petitioner are anc$ored on t$e allegation
t$at t$e respondent 9udge acted #it$ grave abuse of discretion #$en $e
allo#ed t$e #it$dra#al of t$e petitioner;s opposition to t$e reprobate of t$e
#ill.
@e nd no grave abuse of discretion on t$e part of t$e respondent 9udge. No
proof #as adduced to support petitioner;s contention t$at t$e motion to
#it$dra# #as secured t$roug$ fraudulent means and t$at tty. &ranco -oyola
#as not $is counsel of record. :$e records s$o# t$at after t$e ring of t$econtested motion, t$e petitioner at a later date, led a manifestation #$erein
$e conrmed t$at t$e /otion to Dismiss pposition #as $is voluntary act and
deed. /oreover, at t$e time t$e motion #as led, t$e petitioner;s former
counsel, tty. 5ose (. -agrosa $ad long #it$dra#n from t$e case and $ad
been substituted by tty. &ranco -oyola #$o in turn led t$e motion. :$e
present petitioner cannot, t$erefore, maintain t$at t$e old man;s attorney of
record #as tty. -agrosa at t$e time of ling t$e motion. %ince t$e
#it$dra#al #as in order, t$e respondent 9udge acted correctly in $earing t$e
probate of t$e #ill ex0parte,t$ere being no ot$er opposition to t$e same.
:$e t$ird issue raised deals #it$ t$e validity of t$e provisions of t$e #ill. s a
general rule, t$e probate court;s aut$ority is limited only to t$e e'trinsic
validity of t$e #ill, t$e due e'ecution t$ereof, t$e testatri';s testamentary
capacity and t$e compliance #it$ t$e re8uisites or solemnities prescribed by
la#. :$e intrinsic validity of t$e #ill normally comes only after t$e court $as
declared t$at t$e #ill $as been duly aut$enticated. Lo#ever, #$ere practical
considerations demand t$at t$e intrinsic validity of t$e #ill be passed upon,
even before it is probated, t$e court s$ould meet t$e issue. )/aninang vs.
Court of ppeals, 11E %CR E*.
2n t$e case at bar, t$e petitioner maintains t$at since t$e respondent 9udge
allo#ed t$e reprobate of doracion;s #ill, Lermogenes C. Campos #as
divested of $is legitime #$ic$ #as reserved by t$e la# for $im.
:$is contention is #it$out merit.
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lt$oug$ on its face, t$e #ill appeared to $ave preterited t$e petitioner and
t$us, t$e respondent 9udge s$ould $ave denied its reprobate outrig$t, t$e
private respondents $ave su=ciently establis$ed t$at doracion #as, at t$e
time of $er deat$, an merican citizen and a permanent resident of
($iladelp$ia, (ennsylvania, .%.. :$erefore, under rticle 1! par. )"* and
103 of t$e Civil Code #$ic$ respectively provide+
rt. 1! par. )"*.
''' ''' '''
Lo#ever, intestate and testamentary successions, bot$ #it$
respect to t$e order of succession and to t$e amount of
successional rig$ts and to t$e intrinsic validity of testamentary
provisions, s$all be regulated by t$e national la# of t$e person
#$ose succession is under consideration, #$atever may be t$e
nature of t$e property and regardless of t$e country #$erein said
property may be found.
rt. 103.
Capacity to succeed is governed by t$e la# of t$e nation of t$e
decedent.
t$e la# #$ic$ governs doracion Campo;s #ill is t$e la# of (ennsylvania,.%.., #$ic$ is t$e national la# of t$e decedent. lt$oug$ t$e parties admit
t$at t$e (ennsylvania la# does not provide for legitimes and t$at all t$e
estate may be given a#ay by t$e testatri' to a complete stranger, t$e
petitioner argues t$at suc$ la# s$ould not apply because it #ould be
contrary to t$e sound and establis$ed public policy and #ould run counter to
t$e specic provisions of ($ilippine -a#.
2t is a settled rule t$at as regards t$e intrinsic validity of t$e provisions of t$e
#ill, as provided for by rticle 1!)"* and 103 of t$e Civil Code, t$e national
la# of t$e decedent must apply. :$is #as s8uarely applied in t$e case ofBellis $. Bellis)"0 %CR 34* #$erein #e ruled+
2t is t$erefore evident t$at #$atever public policy or good
customs may be involved in our system of legitimes, Congress
$as not intended to e'tend t$e same to t$e succession of foreign
nationals. &or it $as specically c$osen to leave, inter alia, t$e
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amount of successional rig$ts, to t$e decedent;s national la#.
%pecic provisions must prevail over general ones.
''' ''' '''
:$e parties admit t$at t$e decedent, mos 6. >ellis, #as acitizen of t$e %tate of :e'as, .%.., and under t$e la# of :e'as,
t$ere are no forced $eirs or legitimes. ccordingly, since t$e
intrinsic validity of t$e provision of t$e #ill and t$e amount of
successional rig$ts are to be determined under :e'as la#, t$e
($ilippine -a# on legitimes cannot be applied to t$e testacy of
mos 6. >ellis.
s regards t$e alleged absence of notice of $earing for t$e petition for relief,
t$e records #ig bear t$e fact t$at #$at #as repeatedly sc$eduled for $earing
on separate dates until 5une 1, 10 #as t$e petitioner;s petition for relief
and not $is motion to vacate t$e order of 5anuary 10, 1. :$ere is no
reason #$y t$e petitioner s$ould $ave been led to believe ot$er#ise. :$e
court even admonis$ed t$e petitioner;s failing to adduce evidence #$en $is
petition for relief #as repeatedly set for $earing. :$ere #as no denial of due
process. :$e fact t$at $e re8uested
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location of $is estate, s$all not be contested in a suit or
proceeding, e'cept in an appeal from t$at court, in t$e original
case, or #$en t$e #ant of 9urisdiction appears on t$e record.
:$erefore, t$e settlement of t$e estate of doracion Campos #as correctly
led #it$ t$e Court of &irst 2nstance of /anila #$ere s$e $ad an estate since
it #as alleged and proven t$at doracion at t$e time of $er deat$ #as a
citizen and permanent resident of (ennsylvania, nited %tates of merica
and not a 2N6,.,
Chairperson,
CR(2,
versus CR(2 /R-H%,
:2N6, andJH-%C, 5R.,.
-2J2 %HN6C (%C- (romulgated+
and :LH LNR>-H CR:
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& ((H-%, /ay ", "00!
Respondents.
''
D E # I S I O N
:2N6,.+
(etitioner, a professional la# partners$ip, brings fort$ t$is (etition forRevie# assailing t$e Decision11O of t$e Court of ppeals dated "" December
14. :$e appellate court $ad a=rmed t#o orders promulgated by t$e
/alabon Regional :rial Court )R:C*, >ranc$ " )(robate Court*, in %p. (roc. No.
13!/N, entitled 2n t$e /atter of :estate Hstate of Doa dela (ascual, Dr.
livia %. (ascual, H'ecutri'.
:$e case actually centers on t#o estate proceedings, t$at of Doa dela
(ascual )Doa dela* and t$e ot$er, $er $usband Don ndres (ascuals )Don
ndres*, #$o predeceased $er. Don ndres died intestate, #$ile Doa dela
left be$ind a last #ill and testament. :$e dispute over t$e intestate estate of
Don ndres $as spa#ned at least t#o cases already settled by t$is Court.""O
n 1 December 13, an intestate proceeding for t$e settlement of
t$e estate of Don ndres #as commenced by $is #ido# Doa dela before
1
"
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t$e t$en Court of &irst 2nstance, no# Regional :rial Court of (asig, >ranc$ "3
)2ntestate Court*, docIeted as %p. (roc. No. 44E. part from $is #ife, #$o
bore $im no c$ildren, Don ndres #as survived by several nep$e#s and
nieces from $is fullblood and $alfblood brot$ers.33O :$is proceeding proved
to be t$e source of many controversies, o#ing to t$e attempts of siblings
livia and Lermes (ascual, acIno#ledged natural c$ildren of Don ndress
brot$er, Hligio, to be recognized as $eirs of Don ndres. livia and Lermes
(ascual procured t$e initial support of Doa dela to t$eir claims. Lo#ever,
on 1! ctober 14, t$e ot$er $eirs of Don ndres entered into a
Compromise greement over t$e ob9ections of livia and Lermes (ascual,
#$ereby t$reefourt$s )3FE* of t$e estate #ould go to Doa dela and one
fourt$ )1FE* to t$e ot$er $eirs of Don ndres, #it$out pre9udice to t$e nal
determination by t$e court or anot$er compromise agreement as regards
t$e claims of livia and Lermes (ascual.EEO %ubse8uently, t$e 2ntestate
Court denied t$e claims of livia and Lermes (ascual. %aid denial #as
eventually a=rmed by t$is Court in 1" in Pascual $. Pascual0Bautista,44O
applying rticle " of t$e Civil Code.
2n t$e meantime, Doa dela died on 1 ugust 1, leaving be$ind a
last #ill and testament e'ecuted in 1, designating livia (ascual as t$e
e'ecutri', as #ell as t$e principal beneciary of $er estate. :$e #ill also
be8ueat$ed several legacies and devises to several individuals and
institutions.
3
E
4
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livia (ascual t$en engaged t$e services of petitioner in connection
#it$ t$e settlement of t$e estate of Doa dela. :$eir agreement as to t$e
professional fees due to petitioner is contained in a letter dated "4 ugust
1, signed by tty. Hsteban %alonga in be$alf of petitioner and livia
(ascual. 2t is stipulated t$erein, among ot$ers, t$at t$e nal professional fee
s$all be 3T of t$e total gross estate as #ell as t$e fruits t$ereof based on
t$e court approved inventory of t$e estate. &ruits s$all be recIoned from t$e
time of livia (ascualsO appointment as e'ecutri' of t$e estate. :$e 3T nal
fee s$all be payable upon approval by t$e court of t$e agreement for t$e
distribution of t$e properties to t$e court designated $eirs of t$e estate.!!O
n "! ugust 1, private respondent, represented by petitioner,
commenced a petition for t$e probate of t$e last #ill and testament of Doa
dela before t$e (robate Court, docIeted as %p. (roc. No. 13!/N and
raUed to >ranc$ " presided by 5udge >en9amin /. 8uino, 5r. :$e petition
#as opposed by a certain /iguel Corne9o, 5r. and $is siblings, #$o in turn
presented a purported #ill e'ecuted in 14 by Doa dela in t$eir favor. O
fter due trial, on 1 5uly 13, t$e (robate Court rendered a
DecisionO allo#ing probate of t$e 1 -ast @ill and :estament of Doa
dela and disallo#ing t$e purported 14 @ill. -etters testamentary #ere
issued to livia (ascual.O Corne9o attempted to appeal t$is decision of t$e
!
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(robate Court, but $is notice of appeal #as denied due course by t$e
(robate Court, said notice not $aving been accompanied by any record on
appeal as re8uired under t$e 2nterim Rules and by Rule 10 of t$e Rules of
Court.1010O
n " 5uly 13, petitioner led a Notice of ttorneys -ien e8uivalent
to t$ree percent )3T* of t$e total gross estate of t$e late Doa dela %.
(ascual as #ell as t$e fruits t$ereof based on t$e court approved inventory
of t$e estate, pursuant to t$e retainer agreement signed by and bet#een
petitioner and livia %. (ascual, on "4 ugust 1. 2n an rder dated E
November 13, t$e (robate Court ruled t$at petitioners notice of attorneys
lien, being fully supported by a retainers contract not repudiated nor
8uestioned by $is client livia %. (ascual, is $ereby noted as a lien t$at must
be satised c$argeable to t$e s$are of livia %. (ascual.1111O :$is #as
follo#ed by anot$er rder, dated 11 November 13, #$erein it #as
directed t$at notice be ' ' ' given, re8uiring all persons $aving claims for
money against t$e decedent, Doa dela %. Jda. de (ascual, arising from
contracts, e'press or implied, #$et$er t$e same be due, not due, or
contingent, for funeral e'penses and e'penses of t$e last sicIness of t$e
said decedent, and 9udgment for money against $er, to le said claims #it$
t$e ClerI of Court at /alabon, /etro /anila, #it$in si' )!* mont$s from
November E, 13.1"1"O
10
11
1"
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ccordingly, on "" November 13, petitioner led a /otion to
nnotate ttorneys -ien on (roperties of t$e Hstate of Doa dela Jda. de
(ascual.1313O
2t #as at t$is stage, on 1 5anuary 1E, t$at t$e 2ntestate Court
rendered a Decision in %p. (roc. No. 44E, nally giving 9udicial approval to
t$e aforementioned 14 Compromise greement, and partitioning t$e
estate of Don ndres by ad9udicating onefourt$ )1FE* t$ereof to t$e $eirs of
Don ndres and t$reefourt$s )3FE* t$ereof to t$e estate of Doa dela. :$e
2ntestate Court also a#arded attorneys fees to tty. 5esus 2. %antos,
e8uivalent to 14T of t$e t$reefourt$s )3FE* s$are of t$e estate of Doa
dela.1E1EO livia (ascual led a petition for annulment of t$e a#ard of
attorneys fees #it$ t$e Court of ppeals, but t$e same #as denied, rst by
t$e appellate court, t$en nally by t$is Court in its 1 decision in Pascual
$. Court of /ppeals.1414O
n "! pril 1E, petitioner led a /otion for @rit of H'ecution for t$e
partial e'ecution of petitioners attorneys lien estimated at (1,1,0.0".
:$e gure, c$aracterized as tentative, #as arrived at based on a /otion to
%ubmit (ro9ect (artition dated "! ctober 13 led by livia (ascual, #$ic$
alleged t$e gross appraised value of Doa delas estate at (3,3!,4!.1.
:$is sum #as in turn derived from t$e alleged value of t$e total estate of Don
ndres, t$reefourt$s )3FE* of #$ic$ $ad been ad9udicated to Doa dela. t
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t$e same time, petitioner noted t$at t$e stated values must be considered as
only provisional, considering t$at t$ey #ere based on a 5uly 1 appraisal
reportG t$us, t$e claim for e'ecution #as, according to petitioner, #it$out
pre9udice to an updated appraisal of t$e properties comprising t$e gross
estate of Doa dela.1!1!O
n " pril 1E, livia (ascual, t$roug$ tty. ntonio Ravelo, led $er
comment andFor opposition to t$e motion for t$e issuance of a #rit of
e'ecution on attorneys fees. %$e argued t$at a la#yer of an administrator or
e'ecutor s$ould c$arge t$e individual client, not t$e estate, for professional
fees. livia (ascual also claimed, citing 9urisprudence11O, t$at t$e counsel
claiming attorneys fees s$ould give su=cient notice to all interested parties
to t$e estate, and t$at suc$ #as not accomplis$ed by petitioner considering
t$at no notices #ere given to t$e several legatees designated in Doa delas
#ill.11O 2t #as furt$er argued t$at t$e motion for e'ecution #as premature,
considering t$at t$e proceedings before t$e 2ntestate Court $ad not yet been
terminatedG t$at t$e computation of t$e gure of (1,1,0.0" #as
erroneousG and t$at t$e enforcement of t$e #rit of e'ecution on t$e undivided
estate of Don ndres #ould pre9udice $is ot$er $eirs entitled to onefourt$
)1FE* t$ereof.
n " 5une 1E, t$e (robate Court issued t$e rst assailed order
denying t$e motion for #rit of e'ecution in vie# of t$e fact t$at t$e bulI of
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t$e estate of t$e late Doa dela %. Jda. De (ascual is still tiedup #it$ t$e
estate of t$e late Don ndres (ascual, t$e proceedings over #$ic$ and t$e
nal disposition t$ereof #it$ respect to t$e partition and segregation of #$at
is to form part of t$e estate of t$e late Doa dela %. Jda. De (ascual is
pending #it$ anot$er court sitting in (asig, /etro /anila, and for $aving been
prematurely led.11O
n 1E November 1E, livia (ascual, led #it$ t$e (robate Court a
/otion to Declare 6eneral Default and Distribution of :estamentary
Dispositions #it$ Cancellation of dministrators >ond. 2t #as noted t$erein
t$at no creditor $ad led a claim against t$e estate of Doa dela despite due
notice publis$ed pursuant to %ection 1, Rule ! of t$e Rules of Court. :$e
(robate Court #as also informed of t$e fact t$at t$e proceedings before t$e
2ntestate Court $ad already been terminated by reason of t$e 1E 5anuary
1E Decision rendered by t$e latter court. 2t #as also stated t$at t$e
corresponding estate ta'es $ad been paid as evidenced by t$e Hstate :a'
Return led #it$ t$e >ureau of 2nternal Revenue, and of t$e Certicate of
ut$ority issued by t$e said agency."0
"0O 2nterestingly, it #as alsomanifested t$at t#o of t$e properties t$at formed part of t$e estates of t$e
spouses, t$e ngpin (roperty and t$e Jalenzuela (roperty, $ad in fact already
been partitioned bet#een t$e estate of Doa dela and t$e $eirs of Don
ndres at t$e ratio of t$reefourt$s )3FE* and onefourt$ )1FE*, respectively.
2n response, petitioner led a CommentF/anifestation praying t$at an
order be issued+
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)1* ordering t$e annotation of t$e attorneys lien on t$eproperties comprising t$e estate of Doa dela (ascualG)"* a #rit of partial e'ecution be issued for t$e satisfaction of t$e
attorneys lien of t$e undersigned counsel $erein petitionerO inrelation to t$e ngpin and Jalenzuela properties for t$e amountof 635,36+.14,#it$out pre9udice to t$e issuance of a #rit ofe'ecution after t$e reappraisal of t$e present marIet value oft$e estate and t$e determination of t$e amount due topetitionerO as attorneys feesG)3* ordering t$e appointment of a reputable appraisal companyto reappraise t$e present marIet value of t$e estate of Doadela (ascual including t$e fruits t$ereof for t$e purpose ofdetermining t$e value of t$e attorneys fees of petitionerOG and
)E* after t$e reappraisal of t$e estate of Doa dela (ascual a #ritof e'ecution be issued for t$e full satisfaction and settlement oft$e attorneys lien of petitionerO."1"1O
n 1 /arc$ 14, t$e (robate Court issued an order #$ic$ denied
petitioners motion for a reappraisal of t$e property and t$e issuance of a
partial #rit of e'ecution for being prematurely led as t$ere is no e'act estateyet to be inventoried and reappraised, assuming reappraisal #ould be
proper, because t$e bulI of t$e estate sub9ect of t$is case, as far as t$is court
is concerned, $as not yet been turned over to t$e e'ecutri' or to t$e court
itself.""""O
:$roug$ a petition for certiorari and mandamus, petitioner assailed t$e
t#o orders of t$e (robate Court denying its motion for t$e immediate
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e'ecution, partial or ot$er#ise, of its claim for attorneys fees+ t$e " 5une 1E
rder and t$e 1 /arc$ 14 rder. Nonet$eless, t$e t#in orders of t$e R:C
#ere a=rmed by t$e Court of ppeals, eBectively precluding petitioners
attempt to e'ecute on its attorneys lien. :$e appellate court noted t$at t$e
attorneys lien issued by t$e (robate Court #as c$argeable only to t$e s$are
of livia (ascual, and not to t$e estate of Doa dela, since it #as livia
(ascual #$o entered into t$e agreement #it$ petitioner for t$e payment of
attorneys fees in connection #it$ t$e settlement of t$e estate of Doa dela.
Citing acson $. 5eyes,"3"3O t$e Court of ppeals asserted t$at as a rule an
administrator or e'ecutor may be allo#ed fees for t$e necessary e'penses $e
$as incurred but $e may not recover attorneys fees from t$e estate.
:$e Court of ppeals liIe#ise noted t$at in t$e retainer agreement bet#een
petitioner and livia (ascual, it is stipulated t$at t$e 3T nal fee s$all be
payable upon approval by t$e court of t$e agreement for t$e distribution of
t$e properties to t$e court designated $eirs of t$e estate."E"EO n t$is score,
t$e Court of ppeals ruled t$at as t$e petition before it did not s$o# t$at an
agreement on t$e distribution of properties of t$e estate of Doa dela %.
(ascual $as been submitted and approved by t$e probate court,"4"4O t$e
ling of t$e motion for e'ecution and t$at of t$e motion for reappraisal of t$e
marIet value of t$e estate #ere bot$ premature.
(etitioner soug$t to reconsider t$e Decision of t$e Court of ppeals, but in
vain."!"!O Lence t$is petition.
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(etitioner argues t$at as $eld in Occea $. 6ar)ue%,""O t$e counsel seeIing
to recover attorneys fees for legal services to t$e e'ecutor or administrator is
aut$orized to le a petition in t$e testate or intestate proceedings asIing t$e
court, after notice to all t$e $eirs and interested parties, to direct t$e
payment of $is fees as e'penses of administration.""O acson, it is alleged,
#as inappropriately cited, since t$at case involved an e'ecutor #$o
concurrently #as a la#yer #$o subse8uently claimed attorneys fees as part
of t$e e'penses of administration. (etitioner also claims t$at t$e decision of
t$e probate court admitting Doa delas #ill to probate su=ciently satises
t$e condition in t$e Retainer greement t$at t$e nal fee be payable upon
approval by t$e court of t$e agreement for t$e distribution of t$e properties
to t$e court designated $eirs of t$e estate, t$e courtapproved #ill
comprising t$e agreement referred to in t$e contract.
(etitioner also taIes e'ception to t$e (robate Courts nding t$at t$e bulI of
t$e estate sub9ect of t$is case, as far as t$is cOourt is concerned, $as not
been turned over to t$e e'ecutri' or to t$e cOourt itself, on #$ic$ t$e
appellate court predicated its ruling t$at t$e motion for a #rit of e'ecution
#as premature. (etitioner submits t$at t$e (robate Court ineluctably $as
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9urisdiction over t$e estate of Doa dela, and $as necessarily assumed
control over t$e properties belonging to t$e said estate. :$us, petitioner
continues, t$ere is no longer need to a#ait t$e turnover of t$e properties
involved in t$e intestate estate of Don ndres #$ic$ constitute part of t$e
testate estate of Doa dela since t$e (robate Court and t$e 2ntestate Court
$ave concurrent 9urisdiction over t$ese properties as t$ey $ave not yet been
p$ysically divided.
(etitioner refers to t$e averment made by livia (ascual before t$e
(robate Court t$at t$e proceedings before t$e 2ntestate Court $ad already
been terminated, and t$at t$e proceeds of t$e sale of t$e ngpin (roperty
and t$e Jalenzuela (roperty $ad in fact been already divided based on t$e
t$reefourt$s )3FE* to onefourt$ )1FE* ratio bet#een t$e estate of Doa dela
and t$e $eirs of Don ndres. (etitioner furt$er points out t$at t$e (robate
Court $ad aut$orized and approved t$e sale of t$e ngpin (roperty, yet
refused to allo# t$e partial e'ecution of its claim for attorneys fees.
&inally, petitioner asserts t$at t$e (robate Court erred in refusing to
grant t$e prayer seeIing t$e reappraisal of t$e property of Doa delas
estate. %uc$ reappraisal, so it claims, is necessary in order to determine t$e
t$ree percent )3T* s$are in t$e total gross estate committed to petitioner by
reason of t$e Retainer greement.
2t appears t$at t$e t$rust of t$e assailed Decision of t$e Court of
ppeals is along t$ese lines+ t$at petitioner may directly claim attorneys fees
only against livia (ascual and not against t$e estate of Doa delaG and t$at
petitioners claim is also premature since contrary to t$e re8uisite stipulated
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in t$e Retainer greement, t$ere is no courtapproved agreement for t$e
distribution of t$e properties of t$e estate of Doa dela as yet.
s an initial premise, #e consider #$et$er a la#yer #$o renders legal
services to t$e e'ecutor or administrator of an estate can claim attorneys
fees against t$e estate instead of t$e e'ecutor or administrator. (etitioner
correctly cites Occea $. 6ar)ue%78"O as providing t$e governing rule on t$at
matter as previously settled in t$e 104 case of scueta $. +y0uillion#,3030O
to #it+
:$e rule is t$at #$en a la#yer $as rendered legal servicesto t$e e'ecutor or administrator to assist $im in t$e e'ecution of$is trust, $is attorney;s fees may be allo#ed as e'penses ofadministration. :$e estate is, $o#ever, not directly liable for $isfees, t$e liability for payment resting primarily on t$e e'ecutor oradministrator. 2f t$e administrator $ad paid t$e fees, $e #ould beentitled to reimbursement from t$e estate. :$e procedure to befollo#ed by counsel in order to collect $is fees is to re8uest t$eadministrator to maIe payment, and s$ould t$e latter fail to pay,eit$er to )a* le an action against $im in $is personal capacity,and not as administrator, or )b* le a petition in t$e testate orintestate proceedings asIing t$e court, after notice to all t$e$eirs and interested parties, to direct t$e payment of $is fees ase'penses of administration. @$ic$ever course is adopted, t$e$eirs and ot$er persons interested in t$e estate #ill $ave t$erig$t to in8uire into t$e value of t$e services of t$e la#yer andon t$e necessity of $is employment.3131O
"
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@e reiterate t$at as a general rule, it is t$e e'ecutor or administrator #$o is
primarily liable for attorneys fees due to t$e la#yer #$o rendered legal
services for t$e e'ecutor or administrator in relation to t$e settlement of t$e
estate. :$e e'ecutor or administrator may seeI reimbursement from t$e
estate for t$e sums paid in attorneys fees if it can be s$o#n t$at t$e services
of t$e la#yer redounded to t$e benet of t$e estate.3"3"O Lo#ever, if t$e
e'ecutor or administrator refuses to pay t$e attorneys fees, t$e la#yer $as
t#o modes of recourse. 9irst, t$e la#yer may le an action against t$e
e'ecutor or administrator, but in $isF$er personal capacity and not asadministrator or e'ecutor. +econd, t$e la#yer may le a petition in t$e
testate or intestate proceedings, asIing t$e court to direct t$e payment of
attorneys fees as an e'pense of administration. 2f t$e second mode is
resorted to, it is essential t$at notice to all t$e $eirs and interested parties be
made so as to enable t$ese persons to in8uire into t$e value of t$e services
of t$e la#yer and on t$e necessity of $is employment.
acson $. 5eyes,3333O cited by t$e appellate court, involved an e'ecutor #$o
also $appened to be t$e la#yer for t$e $eirs #$o $ad led t$e petition for
probate. &or t$at reason, t$at case is not s8uarely in point to t$e case at bar.
2t #as pronounced t$erein t$at t$e administrator or e'ecutor of t$e estate
cannot c$arge professional fees for legal services against t$e same estate, as
e'plicitly provided under %ection , Rule 4 of t$e Rules of Court of 14.3E
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3EO No suc$ rule e'ists barring direct recovery of professional legal fees from
t$e estate by t$e la#yer #$o is not t$e e'ecutor or administrator of t$e said
estate. :$e limitations on suc$ direct recovery are nonet$eless establis$ed by
9urisprudence, as evinced by t$e rulings in scueta and Occea.
:$e c$aracter of suc$ claim for attorneys fees bears reiteration. s stated in
scueta, it partaIes t$e nature of an administration e'pense. dministration
e'penses include attorneys fees incurred in connection #it$ t$e
administration of t$e estate.3434O 2t is an e'pense attending t$e
accomplis$ment of t$e purpose of administration gro#ing out of t$e contract
or obligation entered into by t$e personal representative of t$e estate, and
t$us t$e claim for reimbursement must be superior to t$e rig$ts of t$e
beneciaries.3!3!O
Not#it$standing, t$ere may be instances #$erein t$e estate s$ould not be
c$arged #it$ attorneys fees. 2f t$e costs of counsels fees arise out of litigation
among t$e beneciaries t$ereof t$emselves or in t$e protection of t$e
interests of particular persons, t$e estate generally cannot be $eld liable for
suc$ costs, alt$oug$ #$en t$e administrator employs competent counsel on
8uestions #$ic$ aBect $isF$er duties as t$e administrator and on #$ic$
$eFs$e is in reasonable doubt, reasonable e'penses for suc$ services may be
c$arged against t$e estate sub9ect to t$e approval of t$e court.33O 2t $as
also been $eld t$at an administrator #$o brings on litigation for t$e
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deliberate purpose of defrauding t$e legitimate $eirs and for $is o#n benet
is not entitled to reimbursement for counsels fees incurred in suc$ litigation.3
3O
Clearly t$en, #$ile t$e direct recovery of attorneys fees from t$e estate
may be aut$orized if t$e e'ecutor refuses to pay suc$ fees, and claimed
t$roug$ t$e ling of t$e proper petition #it$ t$e probate court, suc$ claim
remains controvertible. :$is is precisely #$y scueta and its progenies
re8uire t$at t$e petition be made ?/( no(/'e (o a (e e/* and
/n(e*e(ed 0a*(/e.
2t is t$ese perspectives t$at #e apply to t$e case at bar. Notably,
petitioner $ad led bot$ a Notice of ttorneys -ien and a /otion for @rit of
H'ecution. :$ese t#o pleadings $ave distinct c$aracter and must be treated
as suc$.
fter Doa delas #ill $ad been admitted to probate, petitioner $ad
initially led a Notice of ttorneys -ien #$erein it identied itself as t$e
attorney for t$e e'ecutri' named in t$e said #ill, Dra. livia %. (ascual, and
soug$t to le its claim andFor lien for attorneys fees e8uivalent to :$ree
(ercent )3T* of t$e total gross estate, pursuant to t$e 1 Retainer
greement. Copies of t$is Notice of ttorneys -ien #ere furnis$ed ttys.
&ortunato Jiray, 5r. and Crisanto Corne9o, #$o appear on record to $ave
served as counsels for t$e various oppositors to t$e probate of t$e 1 #ill
of Doa dela. :$is Notice of ttorneys -ien #as noted by t$e (robate Court in
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its rder of E November 13, as a lien t$at must be satised c$argeable to
t$e s$are of livia %. (ascual.
2t may be so t$at petitioner, in ling t$is Notice of ttorneys -ien,
initially intended to $old livia (ascual, and not Doa delas estate, liable for
t$e attorneys fees. 2t did identify itself as t$e la#yer of livia (ascual, and t$e
(robate Court did note t$at t$e lien be satised c$argeable to t$e s$are of
t$e e'ecutor. Pet it must also be noted t$at suc$ lien, as it is, is only
contingent on t$e nal settlement of t$e estate of Doa dela, at suc$ time,
since t$e Retainer greement on #$ic$ t$e lien is $inged provides t$at t$e
nal fee be payable upon approval by t$e court of t$e agreement for t$e
distribution of t$e properties to t$e court designated $eirs of t$e estate. 33O
:$is is also made clear by t$e order noting t$e lien, #$ic$ 8ualied t$at said
lien #as c$argeable only to t$e s$are of livia (ascual, $ence implying t$at at
t$e very least, it may be claimed only after $er s$are to Doa delas estate is
already determinate.
2n rendering its assailed Decision, t$e Court of ppeals relied on t$is
8ualication made by t$e (robate Court t$at t$e lien for attorneys fees #as
c$argeable only to t$e s$are of livia (ascual. (e 0enden'; o> (e 'a/7 >o*
a((o*ne; >ee, and no( (e 0a;7en( o> u' >ee /(e>. On /( o?n,
(e No(/'e o> !((o*ne; L/en 'anno( e*e a (e )a/ >o* (e
*o)a(e #ou*( (o au(o*/Ae (e 0a;7en( (o 0e(/(/one* o> a((o*ne;
>ee.
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On (e o(e* and, Escuetaand /( @/nd*ed 'ae do eB0/'/(;
*e'o=n/Ae (e *e'ou*e >o* (e a?;e* (o d/*e'(; 7a@e (e 'a/7 >o*
a((o*ne; >ee a=a/n( (e e(a(e, no( (e eBe'u(o* o* ad7/n/(*a(o*.
e C/n= o> (e No(/'e o> !((o*ne; L/en and (e ua/C'a(o*;
'a*a'(e* o> (e *u/n= (e*eon, do no( 0*e'ude (e *eo*( (o (e
7ode o> *e'oe*; a=a/n( (e e(a(e a au(o*/Aed ); u*/0*uden'e.
#ea*; (en, ?e d/a=*ee ?/( (e o0/n/on o> (e #ou*( o> !00ea
(a( a((o*ne; >ee 'an )e 'a/7ed on; a=a/n( (e a*e o> O//a
a'ua.
:$e instant case is rooted in an incomplete attempt to resort to t$e
second mode of recovery of attorneys fees as aut$orized in scueta,
originating as it did from t$e denial of petitioners /otion for @rit of H'ecution,
and not t$e Notice of ttorneys -ien. :$e /otion did e'pressly seeI t$e
payment of attorneys fees to petitioner. scueta and Occea, among ot$er
cases, did clearly lay do#n t$e manner under #$ic$ suc$ fees may be paid
out even prior to t$e nal settlement of t$e estate as an administration
e'pense directly c$argeable to t$e estate itself. :$e critical 8uestion in t$e
present petition is t$us #$et$er t$is /otion for @rit of H'ecution satises t$e
re8uisites set in scuetafor a claim for attorneys fees directly c$argeable
against t$e estate. 2t does not.
:$e fact t$at t$e prayer for attorneys fees #as cast in a motion and not
a petition s$ould not impede suc$ claim, considering t$at t$e motion #as
nonet$eless led #it$ t$e (robate Court. $o?ee*, (e *e'o*d )ea* (a(
(e *eu//(e no(/'e (o a e/* and /n(e*e(ed 0a*(/e a no( )een
a(/Ced.Doa delas #ill designated 1 ot$er individuals apart from livia
(ascual, and four )E* diBerent institutions as recipients of devises or legacies
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consisting of real properties, 9e#elries, and cas$ amounts. Pet only livia
(ascual #as served #it$ a copy of t$e /otion for @rit of H'ecution, t$e
motion #$ic$ eBectively soug$t t$e immediate payment of petitioners
attorneys fees. s early as " pril 1E, livia (ascual, in opposing t$e
/otion for @rit of H'ecution, already pointed out t$at petitioner $ad failed to
give su=cient notice to all interested parties to t$e estate, particularly t$e
several devisees and legatees so named in Doa delas #ill.
%uc$ notice is material to t$e ot$er $eirs to Doa delas estate. :$e
payment of attorneys fees, especially in t$e amount of 3T of t$e total gross
estate as soug$t for by petitioner, substantially diminis$es t$e estate of Doa
dela and may conse8uently cause t$e diminution of t$eir devises and
legacies. %ince t$ese persons #ere so named in t$e very #ill itself and t$e
action for probate #$ic$ #as led by petitioner itself, t$ere is no reason #$y
petitioner could not $ave given due notice to t$ese persons on its claim for
attorneys fees.
:$e re8uisite notice to t$e $eirs, devisees, and legatees is anc$ored on
t$e constitutional principle t$at no person s$all be deprived of property
#it$out due process of la#.E0E0O :$e fact t$at t$ese persons #ere designated
in t$e #ill as recipients of t$e testamentary dispositions from t$e decedent
establis$es t$eir rig$ts to t$e succession, #$ic$ are transmitted to t$em from
t$e moment of t$e deat$ of t$e decedent.E1E1O :$e payment of suc$
E0
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attorneys fees necessarily diminis$es t$e estate of t$e decedent, and may
eBectively diminis$ t$e value of t$e testamentary dispositions made by t$e
decedent. :$ese $eirs, devisees, and legatees ac8uire proprietary rig$ts by
reason of t$e #ill upon t$e moment of t$e deat$ of t$e decedent, incipient or
inc$oate as suc$ rig$ts may be. Lence, notice to t$ese interested persons of
t$e claims for attorneys fees is integral, so as to allo# t$em to pose any
ob9ections or oppositions to suc$ claim #$ic$, after all, could lead to t$e
reduction of t$eir benets from t$e estate.
:$e failure to notify t$e ot$er $eirs, devisees or legatees, to t$e estate
of Doa dela liIe#ise deprives t$ese interested persons of t$e rig$t to be
$eard in a $earing geared to#ards determining #$et$er petitioner #as
entitled to t$e immediate payment of attorneys fees. Notably, petitioner, in
ling its /otion for @rit of H'ecution, $ad initially set t$e $earing on t$e
motion on " pril 1E, but one day prior to t$e sc$eduled $earing, gave
notice instead t$at t$e motion #as being submitted for t$e consideration of
t$e (robate Court #it$out furt$er argument.E"E"O Hvidently, petitioner did
not intend a fullblo#n $earing to ensue on #$et$er it #as entitled to t$e
payment of attorneys fees. Pet t$e claim for attorneys fees is $ardly
incontrovertible.
:$at t$e Retainer greement set t$e attorneys fees at t$ree percent
)3T* of t$e gross estate does not imply t$at t$e basis for attorneys fees is
beyond controversy. ttorneys fees in t$is case are in t$e nature of
administration e'penses, or necessary e'penses in t$e rst place. ny party
interested in t$e estate may very #ell, in t$eory, posit a myriad of ob9ections
to t$e attorneys fees soug$t, suc$ as for e'ample, t$at t$ese fees #ere not
E"
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necessary e'penses in t$e care, management, and settlement of t$e estate.
@$et$er or not suc$ basis for valid ob9ections e'ists in t$is case is not
evident, but t$e fact remains t$at all t$e parties interested in t$e estate,
namely t$e ot$er devisees and legatees, #ere deprived of t$e opportunity to
raise suc$ ob9ections as t$ey #ere not served notice of t$e /otion for @rit of
H'ecution.
:$e instant claim for attorneys fees is t$us precluded by t$e absence of
t$e re8uisite notices by petitioner to all t$e interested persons suc$ as t$e
designated $eirs, devisees, legatees, as re8uired by t$e 9urisprudential rule
laid do#n in scueta. Lo#ever, t$e Court of ppeals $eld t$at it #as t$e
prematurity of t$e claim for attorneys fees t$at served as t$e fatal
impediment. n t$is point, t$e Court does not agree.
gain, t$e remaining perip$eral 8uestions #arrant clarication.
scuetaitself provides for t#o alternative approac$es t$roug$ #$ic$
counsel may proceed #it$ $is claim for attorneys fees. :$e rst involves a
separate suit against t$e e'ecutor or administrator in t$e latters personal
capacity. :$e second approac$ is a direct claim against t$e estate itself, #it$
due notice to all interested persons, led #it$ t$e probate court.
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2n t$e same vein, t$e e'istence of t$e Retainer greement bet#een
petitioner and livia (ascual allo#s petitioner t#o possible causes of action
on #$ic$ to claim attorneys fees in connection #it$ t$e administration of t$e
estate of Doa dela. :$e rst possible cause of action pivots on t$e Retainer
greement, #$ic$ establis$es an obligation on t$e part of livia (ascual to
pay t$e nal fee of 3T of t$e gross total estate of Doa dela, payable upon
approval by t$e (robate Court of t$e agreement for t$e distribution of t$e
properties to t$e court designated $eirs of t$e estate. Necessarily, since t$e
recovery of attorneys fees is premised on t$e Retainer greement any a#ard
t$ereupon $as to a#ait t$e nal ascertainment of value of t$e gross total
estate of Doa dela, as #ell as t$e approval by t$e (robate Court of t$e
agreement for t$e distribution of t$e properties. :$e Retainer greement
maIes it clear t$at t$e nal payment of attorneys fees is contingent on t$ese
t#o conditions,E3E3O and t$e claim for attorneys fees based on t$e Retainer
greement cannot ripen until t$ese conditions are met.
/oreover, it cannot be escaped t$at t$e Retainer greement #as
entered into bet#een petitioner and livia (ascual prior to t$e ling of t$e
probate petition, and t$at at suc$ time, s$e $ad no recognized rig$t to
represent t$e estate of Doa dela yet. :$is
circumstance furt$er bolsters our opinion t$at if petitioner insists on t$e
9udicial enforcement of t$e Retainer greement, its proper remedy,
aut$orized by la# and 9urisprudence, #ould be a personal action against
livia (ascual, and not against t$e estate of Doa dela. 2f t$is #ere t$e
recourse pursued by petitioner, and livia (ascual is ultimately $eld liable
under t$e Retainer greement for attorneys fees, s$e may nonet$eless seeI
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reimbursement from t$e estate of Doa dela if s$e #ere able to establis$ t$at
t$e attorneys fees paid to petitioner #ere necessary administration e'penses.
:$e second or alternative recourse is t$e direct claim for attorneys fees
against t$e estate, as aut$orized under scueta. e 'a*a'(e* o> (/
'a/7 / no( 'on(*a'(ua /n na(u*e, )u( *a(e*, a a *e/7)u*e7en( >o*
a ne'ea*; eB0ene o> ad7/n/(*a(/on, and /( ?/ )e ao?ed /> /(
a(/Ce (e '*/(e*/a >o* ne'ea*; eB0ene o> ad7/n/(*a(/on. 2ts
entitlement can be establis$ed by t$e actual services rendered by t$e la#yer
necessary to t$e accomplis$ment of t$e purposes of administration, and not
necessarily by t$e contract of engagement of t$e attorneys services.
>y ling t$eir claim directly against t$e estate of Doa dela, petitioner
$as clearly resorted to t$is second cause of action. :$ere are conse8uent
advantages and disadvantages to petitioner. %ince t$e claim arises
irrespective of t$e contingencies as stipulated in t$e Retainer greement, t$e
attorneys fees may be collected against t$e estate even before t$e nal
determination of its gross total value or t$e nal approval of t$e pro9ect of
partition. s earlier stated, suc$ claim for reimbursement is superior to t$e
rig$t of t$e beneciaries to t$e estate, and as suc$, t$ere is need to nally
determine t$e respective s$ares of t$e beneciaries before attorneys fees in
t$e nature of administration e'penses may be paid out.
:$e one distinct disadvantage, $o#ever, is t$at t$e Retainer greement
cannot be deemed binding on t$e estate or t$e (robate Court since t$e
estate is not a party to suc$ contract. :$is #ould not preclude t$e (robate
Court from enforcing t$e provisions of t$e Retainer greement if, in its sound
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discretion, t$e terms of payment t$erein are commensurate to t$e value of
t$e actual services necessary to t$e administration of t$e estate actually
rendered by petitioner. Pet if t$e (robate Court does c$oose to adopt t$e
Retainer greement as binding on t$e estate of Doa dela, petitioner may
again be precluded from immediate recovery of attorneys fees in vie# of t$e
necessity or precondition of ascertaining t$e gross total value of t$e estate,
as #ell as t$e 9udicial approval of t$e nal agreement of partition.
2n any event, #$et$er t$e claim for attorneys fees #as pursued t$roug$
a separate suit against livia (ascual )in $er personal capacity* for t$e
enforcement of t$e Retainer greement, or against t$e estate of Doa dela as
reimbursement for necessary administration e'penses, it remains essential
t$at a $earing be conducted on t$e claim. 2n eit$er case too, t$e $earing #ill
focus on t$e value of t$e services of t$e petitioner and t$e necessity of
engaging petitioner as counsel.
@e reiterate t$at t$e direct claim against t$e estate for attorneys fees
must be made #it$ due notice to t$e $eirs, devisees, and legatees. :$e
failure of petitioner to give suc$ notice renders its present claim ine=cacious
for no#. 2ndeed, t$ere is su=cient cause to dismiss outrig$t petitioners
/otion for @rit of 2mmediate H'ecution led #it$ t$e (robate Court, for its
failure to notify t$erein t$e ot$er persons interested in t$e estate of Doa
dela. Nonet$eless, to aut$orize said outrig$t denial at t$is stage could
unduly delay t$e settlement of t$e estate of Doa dela, considering t$e
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liIeli$ood t$at petitioner #ould again pursue suc$ claim for attorneys fees as
t$e rig$t to #$ic$ is a=rmed by la# and 9urisprudence.
Lence, in order not to unduly protract furt$er t$e settlement of t$e
estate of Doa dela, t$e Court deems it proper instead to mandate t$e
(robate Court to treat t$e /otion for @rit of 2mmediate H'ecution as a
petition seeIing a court order to direct t$e payment of attorneys fees as
e'penses of administration, but sub9ect to t$e condition t$at petitioner give
due notice to t$e ot$er designated devisees and legatees so designated in
t$e #ill of t$e claim prior to t$e re8uisite $earing t$ereon. (etitioner may as
#ell seize suc$ opportunity to formally amend or recongure its motion to a
petition to direct payment of attorneys fees. nce t$is step is accomplis$ed,
t$ere s$ould be no impediment to petitioners claim for recovery of attorneys
fees as reimbursement for necessary administration e'penses, #it$in t$e
terms establis$ed by la#, 9urisprudence, and t$is decision.
ne nal note. (etitioners nal prayer before t$is court is t$at it be
issued a partial #rit of e'ecution, consistent #it$ its position before t$e
(robate Court t$at it is already entitled to at least a partial payment of its
attorneys fees. :$is prayer cannot obviously be granted at t$is stage by t$e
Court, considering t$e fatal absence of due notice to t$e ot$er designated
beneciaries to t$e estate of Doa dela. %till, #e do not doubt t$at t$e
(robate Court, #it$in its discretion, is capacitated to render t$e a#ard of
attorneys fees as administration e'penses eit$er partially or provisionally,
depending on t$e particular circumstances and its ultimate basis for t$e
determination of t$e appropriate attorneys fees.
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@LHRH&RH, t$e petition is 6RN:HD 2N (R:. :$e Decision of t$e
Court of ppeals dated "" December 14 and t$e rders of t$e Regional
:rial Court of /alabon, >ranc$ ", dated " 5une 1E and 1 /arc$ 14 are
$ereby %H: %2DH insofar as said orders denied petitioners /otion for @rit of
2mmediate H'ecution dated "! pril 1E. (etitioner is $ereby directed to set
for $earing its claim for attorneys fees, giving due notice t$ereof to all t$e
$eirs, devisees, and legatees designated in t$e 1 -ast @ill and :estament
e'ecuted by Doa dela (ascual. :$e Regional :rial Court is directed to treat
petitioners aforesaid motion as a (H:2:2N for t$e payment of attorneys fees
as e'penses of administration, and after due $earing resolve t$e same #it$
D2%(:CL, conformably #it$ t$is decision. No pronouncement as to costs.
% RDHRHD.
G.R. No. L-%+46 Janua*; 31, 195%
In (e 7a((e* o> (e /n(e(a(e e(a(e o> (e de'eaed Ra>ae L/(a7.
GREGORIO D< !M,petitionerappellant,vs.
REMEDIOS ESIRIU, a =ua*d/an o> (e /n'o70e(en( Ma*'oa
R/e*a, and !RMINIO RIER!, o00o/(o*-a00eee.
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+ycip, :uisu!"in#, +ala%ar ; /ssociates for appellant.
. . -on%ales for clai!ant and appellee.
e los +antos ; e los +antos for ad!inistrator and appellee.
!DILL!, J.
n "1 /ay 14" 6regorio Dy :am led in t$e Court of &irst 2nstance of Rizal a
petition dated "E pril 14" for t$e administration and settlement of t$e
estate of Rafael -itam #$o died intestate in /anila on 10 5anuary 141
)special proceedings No. 143*, claiming t$at $e and four brot$ers and t$ree
sisters are t$e c$ildren of t$e decedent $ad #it$ %ia $in, no# deceased, by
a marriage celebrated in C$ina sometime in 111G t$at after t$e deat$ of
t$eir fat$er t$e petitioner and $is brot$ers and sisters came to Ino# t$at
t$eir fat$er $ad contracted in 1"" in t$e ($ilippines, during t$e subsistence
of $is previous marriage #it$ sia $in, anot$er marriage #it$ /arcosa Riveraout of #$ic$ marriage $ere is no issueG and t$at t$e deceased ac8uired
properties during $is lifetime and marital union #it$ /arcosa Rivera one$alf
of #$ic$ valued at (!4,000 belonged to t$eir fat$er.
n 1" 5uly 14" /arcosa Rivera led a counterpetition denying t$e alleged
marriage of t$e deceased to %ia $in and t$e liation of t$e petition and $is
brot$ers and sistersG asserting t$at t$e properties claimed by t$e petitioners
and $is brot$ers and sisters to $ave been ac8uired by t$eir fat$er as
parap$ernaG and praying t$at rminio Rivera be appointed administrator of
t$e estate of t$e deceased. s prayed for, " ugust 14" letters ofadministration #ere issued to rminio Rivera #$o upon t$e ling of a bond
tooI t$e oat$ and entered upon t$e performance of $is duties. n
%eptember 14" t$e Court entered an order notifying all persons $aving
claims for money against t$e decedent to le t$eir claims #it$ t$e clerI of
court #it$in t$e statutory period.
n 10 /arc$ 143 Remedios R. Hspiritu, guardian of t$e incompetent
/arcosa Rivera )special proceedings No. 10 of t$e same Court*, led a
claim against t$e estate of t$e deceased Rafael -itam, alleging t$at t$e
defendant #as indebted to $er #ard in t$e sum of ("4",!4.33, as
evidenced by a public instrument dated "E &ebruary 1E! and a private
document dated " November 140, and praying t$at t$e administrator of
t$e estate of t$e late Rafael -itam be ordered to pay $er in $er capacity as
guardian of t$e aforesaid sum toget$er #it$ t$e stipulated interest at 10T
per annum on (!",000 and legal interest in (10,!4.33 from t$e date of t$e
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ling of t$e claim until fully paid. n 1E /arc$ 143 t$e administrator led
an ans#er admitting t$at t$e claim of Remedios R. Hspiritu in $er capacity as
guardian of t$e incompetent /arcosa Rivera is y t$is pronouncement, t$e basis upon #$ic$ t$eappellants and $is brot$ers and sisters could claim any interest and s$are in
t$e estate of t$e deceased Rafael -itam $as disappeared. Lence t$ey $ave
no legal standing to ob9ect to t$e claim of /arcosa Rivera.
:$e appeal dismissed, #it$out pronouncement as to costs.