Estella v. Perez
Estella v. Perez
LAZARO-JAVIER, J.:
The Case
This Petition for Review on Certiorari[1] seeks to reverse and set aside the following
dispositions of the Court of Appeals in CA-G.R. CV No. 06331:
1) Decision[2] dated October 12, 2018 which reversed the decision of the
Regional Trial Court (RTC) - Branch 26, Argao, Cebu, granting the
petition for declaration of nullity of marriage of petitioner Jerik Estella
with respondent Niña Monria Ava Perez; and
2) Resolution[3] dated August 13, 2019 which denied petitioner's motion for
reconsideration.
Antecedents
On July 19, 2011, petitioner Jerik Estella filed a petition for declaration of nullity of his
marriage with Niña Monria Ava Perez based on Article 36[4] of the Family Code. The
case was docketed as Civil Case No. AV-1618 and raffled to the RTC – Branch 26, Argao,
Cebu.[5]
He essentially averred:
In 2006, he and Niña Monria Ava Perez met at eTelecare Global Solutions, I.T. Park,
Lahug, Cebu City where they both worked as recruitment officers.[6] She confided to him
problems about her family and her then boyfriend of eight (8) years. After some time, they
became close and eventually became lovers even though she had not broken up yet with
her boyfriend.[7]
Sometime in January 2008, Niña got assigned in Manila. He followed her and later
learned that she was pregnant for two (2) months. He got excited about it but she wanted
to abort the baby.[8] She even told him that he might not be the father of the child.[9] He
got shocked that despite their intimate relationship, she continued having an intimate and
physical affair with another man.[10] Nonetheless, he thought that the baby might, after
all, be his. So he continued his relationship with her until they decided to live together in
his parents' house. Eventually, on September 20, 2008, she gave birth to a baby boy.[11]
On October 10, 2010, they got married[12] at Cebu International Convention Center –
North Reclamation Area, Mandaue City.[13] After a while, he noticed that she started
showing signs of psychological incapacity in performing her marital obligations. She was
irresponsible, irritable, and neglectful of their son.[14] She got jealous of his affection for
the child. One time, the child had fever and seizures but she just slept the whole night and
did not bother to check the child's condition.[15] He asked her about her indifference
toward their son. She replied that motherhood was not for her.[16]
On numerous occasions, she prioritized her friends more than their family. She would go
out with them at night and only come home during the wee hours of the morning.[17] One
time, she told him that she felt more comfortable being with Russel, her male friend.[18]
He confronted her about her close relation with Russel but she got angry and left their
house.[19] He tried to appease her by bringing flowers to her in the office. But each time,
she rejected him by saying "can't you understand? I don't love you."[20] Even so, he
consistently persuaded her to come back until eventually, they reconciled.[21]
Not long after, however, she became colder and distant. She had the habit of picking fights
with him even on trivial matters. And each time, she would leave the house. She told him
she felt empty and unhappy.[22] For her, having a family did not give her happiness.[23]
She said she did not really love him and she would never make any compromises for
him.[24]
Feeling lost, he decided to talk to her mother-in-law. After the latter heard his story, she
got embarrassed of her daughter's attitude. She felt sorry that her daughter did not care so
much for their family.[25]
He then realized that his efforts to win her back were all in vain as she never endeavored
to make their marriage work.[26] He felt mentally and emotionally abused by his own
wife.[27] In January 2011, she finally moved out of the house and never came back. They
have since been separated.[28]
Meantime, he consulted a clinical psychologist, Dr. Maryjun Delgado who opined that
their marriage should be nullified on ground of respondent's psychological incapacity. Dr.
Delgado interviewed him, and then, his cousins Francis Malilong and Paula Estella. These
two (2) corroborated the chaotic relationship between him and his wife.[29] Respondent
refused to minimize her nightly escapades. She had the habit of leaving him and their son
every time she got angry.[30] Respondent was not amenable to submit herself to
psychological examination.[31]
Based on her assessment, Dr. Delgado diagnosed respondent with "Borderline Personality
Disorder and Narcissistic Personality Disorder,[32] characterized by the following
personality traits:
1. Marked and persistent unstable sense of self;
2. Impulsivity;
3. High sense of abandonment;
4. A pattern of unstable and intense interpersonal relationships characterized by
alternating between idealization and devaluation;
5. Affective instability due to reactivity of moods;
6. Inappropriate and intense anger, and inability to control it;
7. Chronic sense of emptiness;
8. Grandiose sense of self-importance;
9. High sense of entitlement;
10. Needs to feel special and admired always;
11. Lacks empathy and does not recognize the needs and feelings of others;
12. Interpersonally exploitative and manipulative; and
13. Highly arrogant.[33]
In her Answer, respondent denied she loved going out with her friends or that she
neglected her family. It was petitioner who insisted she stay home and not go out with her
workmates. She denied having an illicit affair with Russel. She admitted, though, she felt
empty and unhappy because of petitioner's irresponsibility. He was too dependent on his
parents about every matter in his life.[44]
By Decision[45] dated September 7, 2015, the trial court granted the petition and declared
void ab initio the marriage of petitioner and respondent, thus:
SO ORDERED.[46]
The trial court held that petitioner clearly and convincingly established respondent's
psychological incapacity. His testimony had been substantially corroborated by his
cousins and Dr. Delgado who testified on the basis of her psychological findings of
respondent's incapacity to comply with her essential marital obligations.[47] Respondent
failed to comply with her obligation to live with her husband. She never supported or
loved him. She was too busy with her friends and conveniently left her family whenever
she liked.[48] Her personality aberration had turned her into an emotional oppressor of her
husband. This eventually caused their marriage to break down.[49] Although she
submitted her Answer to the petition, she failed to substantiate her denial or disprove the
evidence presented by petitioner.[50]
The Office of the Solicitor General (OSG) filed a motion for reconsideration which was
denied under Order[51] dated November 24, 2016.
On appeal, the OSG faulted the trial court for granting the petition for nullity of marriage.
It argued in the main that the totality of evidence failed to prove respondent's
psychological incapacity to comply with her marital obligations.[52] For petitioner
allegedly failed to show that respondent's imputed disorders are grave and incurable.[53]
In its assailed Decision[54] dated October 12, 2018, the Court of Appeals reversed.[55] It
ruled that the totality of evidence on record failed to establish respondent's psychological
incapacity to comply with her marital obligations.[56] Her acts of emotional immaturity
and irresponsibility did not necessarily equate to psychological incapacity.[57] It did not
give credence to the clinical findings of Dr. Delgado pertaining to the dysfunctional
personality trait and behavioral aberration of respondent. It found that since Dr. Delgado
relied solely on the information gathered from petitioner and his cousins, her findings
were deemed one-sided.[58] Respondent had not been personally examined, and no other
independent witnesses had been presented to testify on her alleged incapacity.[59]
Under Resolution[60] dated August 13, 2019, petitioner's motion for reconsideration was
denied.
Petitioner now seeks affirmative relief from the Court against the assailed dispositions of
the Court of Appeals. He faults the Court of Appeals for disregarding the expert findings
of Dr. Delgado just because no prior personal examination and interview of respondent
was done.[61]
For its part, the OSG reiterates that petitioner failed to discharge the burden of proof to
establish respondent's psychological incapacity.[62]
Issue
Did the Court of Appeals gravely err when it reversed the decision a quo declaring void
ab initio petitioner's marriage with respondent?
Ruling
Art. 36. A marriage contracted by any party who, at the time of the celebration,
was psychologically incapacitated to comply with the essential marital
obligations of marriage, shall likewise be void even if such incapacity becomes
manifest only after its solemnization.
As expressed in Article 68[63] of the Family Code, the marital covenants include the
mutual obligations of husband and wife to live together, observe love, respect, and
fidelity and to help and support each other.
In the very recent case of Tan-Andal v. Andal,[64] the Court En Banc revisited the concept
of psychological incapacity and how through the years it was invariably interpreted and
applied as a mere medical condition which hinged on mental incapacity or personality
disorder. Following a series of open, robust, and studious deliberations, the Court, voting
as one, ultimately agreed on a reconfigured concept of psychological incapacity:
In this way, the Code Committee's intent to limit the incapacity to "psychic
causes" is fulfilled. Furthermore, there will be no need to label a person as
having a mental disorder just to obtain a decree of nullity. x x x
xxxx
Therefore, reading together the deliberations of the Joint Committee and our
rulings in Santos and Molina, we hold that the psychological incapacity
contemplated in Article 36 of the Family Code is incurable, not in the
medical, but in the legal sense; hence, the third Molina guideline is
amended accordingly. This means that the incapacity is so enduring and
persistent with respect to a specific partner, and contemplates a situation
where the couple's respective personality structures are so incompatible
and antagonistic that the only result of the union would be the inevitable
and irreparable breakdown of the marriage. "An undeniable pattern of such
persisting failure [to be a present, loving, faithful, respectful, and supportive
spouse] must be established so as to demonstrate that there is indeed a
psychological anomaly or incongruity in the spouse relative to the other."
With respect to gravity, the requirement is retained, not in the sense that
the psychological incapacity must be shown to be a serious or dangerous
illness, but that "mild characterological peculiarities, mood changes,
occasional emotional outbursts" are excluded. x x x
xxxx
xxxx
Every case to nullify a marriage positions the petitioner as invariably standing against
this presumption. Regardless of the appearance or non-appearance of the respondent,
regardless of the absence of any testimonial, documentary or object evidence of the State,
the presumption stands as an obstacle to every petitioner's ultimate prayer. There is no
other way of surmounting this legal barrier but by the petitioner successfully
discharging their[67] burden of proving the contrary by clear and convincing evidence.
Clear and convincing evidence is the quantum of proof that requires more than
preponderance of evidence but less than proof beyond reasonable doubt.[68]
In preponderance of evidence, the parties' opposing evidence are matched against each
other, and the standard is met if the evidence is able to prove that the proposition is more
likely to be true than not true or more probable than improbable, and more likely to
be true or more probable than what the opposing pieces of evidence prove, that is, the
proof generated by the evidence is any value greater than fifty percent chance that the
proposition is true as against what the opposing evidence sought to establish.[69]
On the other hand, clear and convincing evidence means that the evidence presented by
a party during the trial must be highly and substantially more probable to be true than
not and the trier of fact must have a firm belief or conviction in its factuality.[70] In this
standard, under the clear and convincing standard, the evidence must be substantially
greater than a fifty percent (50%) likelihood of being true.
To sum up, the evidence must show by clear and convincing evidence the essence of
psychological incapacity in order to overcome the presumed validity of one's marriage.
To stress, psychological incapacity consists of clear acts of dysfunctionality that show lack
of understanding and concomitant compliance with one's essential marital obligations due
to psychic causes.[71] But each case involving the alleged psychological incapacity of a
spouse should be resolved based on its particular set of facts and Article 36 of the Family
Code, applied on a case-to-case basis. Tan-Andal was not meant to strait-jacket lower
courts, forcing them to apply the guidelines in nullity cases of all shapes and sizes.[72]
Meanwhile, even as early as the 2000 case of Marcos v. Marcos,[73] the Court already
ruled that there is no requirement that the person to be declared psychologically
incapacitated be personally examined by a physician. What is important is the presence of
totality of evidence that adequately establishes the party's psychological incapacity. Tan-
Andal, too, cited Marcos albeit it clarified that the Court in Marcos failed to categorically
mention that expert opinion is no longer required in proving psychological incapacity,
viz.:
It took time before this Court, in Marcos v. Marcos, declared that "a medical
examination of the person concerned need not be resorted to," requiring
instead that "the totality of evidence presented be enough to sustain a finding
of psychological incapacity." This seemed to do away with the requirement
of expert opinion on the root cause of the psychological incapacity, but the
Court was not categorical with this. It even said in Marcos that the "root
cause may be 'medically or clinically' identified," implying that though
medical opinion may be done away with, a clinical identification, which is
still expert opinion, must nevertheless be presented. (Emphases supplied)
Kalaw v. Fernandez[74] emphasized that keen attention to expert opinion would not be
harmful if only to enable the Court to reach an "intelligent and judicious" ruling.
Accordingly, though the Court in Tan-Andal maintained that expert opinion is no longer
required, it still gave credence to the testimony and findings of Dr. Valentina Del Fonso
Garcia who declared petitioner's husband as psychologically incapacitated. The Court
pronounced that the Court of Appeals erred in discrediting Dr. Garcia's expert opinion just
because no prior personal examination and interview of therein respondent was done, viz.:
xxxx
xxxx
xxxx
At any rate, this Court said in Marcos v. Marcos that personal examination of
the allegedly psychologically incapacitated spouse is "not [required] for a
declaration of [nullity of marriage due to] psychological incapacity." So long
as the totality of evidence, as in this case, sufficiently proves the psychological
incapacity of one or both of the spouses, a decree of nullity of marriage may be
issued.
xxxx
Therefore, the Court of Appeals erred in not giving credence to Dr.
Garcia's expert on opinion just because Mario did not appear for
psychiatric evaluation. (Emphases supplied)
x x x Ordinary witnesses who have been present in the life of the spouses
before the latter contracted marriage may testify on behaviors that they have
consistently observed from the supposedly incapacitated spouse. From there,
the judge will decide if these behaviors are indicative of a true and serious
incapacity to assume the essential marital obligations.
In place of the personality disorder-centric approach and the undue reliance upon
psychological and/or psychiatric assessments and the expert opinions thereon, Tan-Andal
allowed lay persons to prove psychological incapacity through evidence of a personality
structure or psychic causes that manifest itself through clear acts of dysfunctionality
that undermine the family.
Indeed, lay persons can testify about dysfunctional acts that undermine the family. The
types of evidence that a lay person may adduce for this purpose are: (i) the reputation of
the incapacitated spouse being psychologically incapacitated – that is, the viewpoint of
reasonable members of the spouses' relevant communities; (ii) the character of the
incapacitated spouse relevant to or indicative of such incapacity; (iii) the everyday
behavior, acts or conduct of the incapacitated spouse; and (iv) the offended spouse's
own experience of neglect, abandonment, unrequited love, and infliction of mental
distress, among others.
Of note, the third category of circumstances refers to the characterization, i.e., clearly
demonstrative of an utter insensitivity or inability to give meaning and significance to the
marriage, that was once used to describe the personality disorder that gave rise to
psychological incapacity.[75]
Since Tan-Andal has abandoned the focus on personality disorders and expert opinions,
this characterization may now be appropriated to capture the essence of the problematic
personality structure or psychic causes that spawn psychological incapacity. Embraced
in this inclusive circumstance are such facts as (i) forms of addiction demonstrative of
such insensitivity or inability, (ii) abandonment by one spouse of the other, or (iii)
instances of mutual actual loss of trust, love, and respect for each other. Distinctive of
these and other instances is the harsh reality that spouses coerced together in a
meaningless marital relationship would only physically or psychologically endanger either
or both of them as they cannot both move on to more productive relationships but be
forced to live double or secret lives.
By training, lawyers have the competence to assemble the evidence on these matters.
They know how to present witnesses who would testify on everyday behavior, acts or
conduct, or adduce reputation and character evidence. They know how to question the
offended spouse about the latter's own experience of neglect, abandonment, unrequited
love, and infliction of mental distress. Similarly, judges – especially family court judges –
are already equipped to assess these pieces of evidence. These clarifications allow us to
operationalize Tan-Andal's teaching to reconfigure psychological incapacity as a legal
concept and for us to understand and apply this concept within legal parameters.
Applying Tan-Andal here, we find that petitioner was able to prove by clear and
convincing evidence that, indeed, respondent is afflicted with psychological incapacity
which hinders her from performing her marital duties to petitioner. Consider:
First. Dr. Delgado found respondent to be suffering from dysfunctional personality traits
and behavioral aberration classified as Borderline Personality Disorder and Narcissistic
Personality Disorder. As petitioner and the other resource persons observed, she exhibited
impulsivity, high sense of abandonment, affective instability due to reactivity of moods,
inappropriate and intense anger and inability to control it, chronic sense of emptiness,
high sense of entitlement, and lack of empathy, among others.
The totality of these indicators clearly and convincingly established not merely
respondent's indifference or unwillingness to assume her essential marital obligations but
a total disregard of her marital duties. To be sure, no evidence can be more convincing,
nay, credible, than the detailed account of petitioner himself who experienced, on
numerous occasions, his wife's psychological incapacity up close and personal.
Applying Tan-Andal, the requirement of gravity is established here. There is no doubt that
respondent's psychological incapacity is serious as it is fully engraved in her personality
structure clearly reflecting her insensitivity and inability to give meaning and significance
to the marriage.[77] As she herself unreservedly admitted in her Answer, she did not find
life and meaning in her married life with petitioner. She, too, never denied that her family
failed to bring her happiness. Surely, we cannot, by any means, consider respondent's
condition a mild characterological peculiarity.
Second. As for the requirement of juridical antecedence, Dr. Delgado found that
respondent's incapacity had been deeply rooted in her problematic childhood.[78] She
grew up witnessing the constant fights between her parents, their financial struggles, as
well as her mother's illicit affair.[79] She left their house at a young age and worked as a
promo girl to sustain herself.[80] She totally disconnected herself from her own family.
The marital woes of her parents, the infidelity of her mother, and the difficult life she went
through caused her to lose her sense of self ever since she was a child.[81] This
dysfunctional life affected her personality structure and behavioral pattern as a person.
Sadly, she carried it over to her relationships, and eventually, to her married life with
petitioner.
Third. Respondent's condition is also "incurable" in the legal sense since she consistently
failed to commit to her relationship with petitioner. She never reciprocated petitioner's
efforts to salvage their marriage. She abandoned him since January 2011. Nor did she send
word indicating interest to reconcile with him. She, too, did not show any remorse for her
lack of care and apathy for their marriage. In the end, petitioner felt mentally and
emotionally abused by the person he used to love the most, his wife. In sum, respondent
had persistently failed to be present and live with her husband, to love and remain faithful
to him, and to support him. She was therefore nothing but consistent in her treatment of
petitioner. Hence, her psychological incapacity in performing her marital obligations is
enduring and persistent relative to petitioner.[82] The only result of their union was the
inevitable breakdown of their marriage.
Thus, the clear and convincing evidence has sufficiently established here that respondent
was already psychologically incapacitated at the time she got married to petitioner and has
continued to be so, thereafter and during their marriage. She is truly non-cognitive of the
basic marital covenants such as the mutual obligation to live together, observe love,
respect and fidelity, and render help and support to each other.
As held in Castro v. Castro,[83] when a person who entered into the special contract of
marital union is psychologically impaired to perform marital obligations, the law
perceives the impossibility of achieving the marriage's purpose. Tan-Andal emphasized
that choosing one's spouse is an inherent part of human dignity. Those who choose
marriage deserve more care, compassion, kindness as part of the relationship. Else, there
is no kind of marriage than an ill-equipped one:
xxxx
The right to choose our intimate partners is part of our right to autonomy and
liberty, an inherent part of human dignity. Ultimately, should the State
interfere with these choices, it should do so only when public interest is
imperiled. (Emphasis supplied)
Antonio v. Reyes[84] further elucidates, viz.:
Here, the parties had long parted ways ten (10) years ago since 2011. There is no showing
that things have changed between them for the better. Surely, no court of law can compel
them to remain in a marriage that never existed in the first place.
ACCORDINGLY, the Petition is GRANTED. The marriage of Jerik B. Estella and Niña
Monria Ava M. Perez is declared VOID AB INITIO. The Decision dated October 12,
2018 and Resolution dated August 13, 2019 of the Court of Appeals in CA-G.R. CV No.
06331 are REVERSED and SET ASIDE. The Decision dated September 7, 2015 of the
Regional Trial Court – Branch 26, Argao, Cebu in Civil Case No. AV-1618, declaring the
marriage between Jerik B. Estella and Niña Monria Ava M. Perez as void ab initio is
REINSTATED.
SO ORDERED.
[7] Id.
[9] Id.
[10] Id.
[11] Id.
[16] Id.
[18] Id.
[20] Id.
[22] Id.
[23] Id.
[25] Id.
[30] Id.
[36] Id.
[37] Id.
[38] Id.
[39] Id.
[40] Id.
[47] Id.
[59] Id.
[63] Art. 68. The husband and wife are obliged to live together, observe mutual love,
respect and fidelity, and render mutual help and support.
[71] Id.
[73] 397 Phil. 840, 842 (2000), as cited in Republic v. Galang, 665 Phil. 658, 675 (2011).
[80] Id.
[81] Id.