1ST Set of Cases Spec Pro Question Form
1ST Set of Cases Spec Pro Question Form
1ST Set of Cases Spec Pro Question Form
Dumaual 2020-2021
deemed transmitted to the heir without - Dr. Jose Ortanez died and was succeeded by
interruption from the MOMENT OF DEATH OF his wife and three legitimate children..
THE DECEDENT. This article does not apply - The family entered into an extrajudicial
to SPECIFIC PROPERTIES BUT RATHER settlement of estate among themselves and
ONLY THE INTEREST of the heir. afterwards, some of the children sold the
- LEGAL BASIS: ARTICLE 533, NCC shares of stock to FLAG.
- The sale was declared null and void by the
Does the probate court have the power to lower courts
declare the sale of such SPECIFIC properties - ISSUE: W/ the sale is null and void
from the estate INVALID? - YES. Any disposition of estate property by an
administrator and/or prospective heir pending
- Yes. The intestate court has the power to final adjudication requires court approval and
execute its order with regard to the nullity of any unauthorized disposition of estate
an unauthorized sale of estate property; property can be annulled by the probate
otherwise its power to annul the unauthorized court, there being no need for a separate
or fraudulent disposition of estate property action to annul such unauthorized
would be meaningless. The title of a purchaser disposition.
of an estate property can be struck down by - An heir may only sell his/her ideal or
the intestate court after a clear showing of the undivided share in the estate, not any specific
nullity of the alientation. property, which was not done in the case at
- DOCTRINE: Where the issue is the effect of hand since the heirs sold specific properties.
the sale made by the decedent’s heirs without - Hence, the sale can be declared null and void.
the required approval of the intestate court,
not with the issue of inclusion or exclusion of HEIRS OF RUIZ VS. CA
properties in the inventory of the estate, the Does the probate court have authority to
determination thereon by the intestate court
distribute the estate of the deceased before
IS NOT MERELY PROVISIONAL.
paying its debts and obligations?
- LEGAL BASIS: Jurisprudence
Can there be a valid partition among the heirs determine whether it is a proper one
even before a will has been probated? which should be allowed;
o For the speedy settlement of affairs of
- No. As soon as the probate court acquires the deceased;
jurisdiction over all the properties of the o The early delivery of property to
deceased, no other court can dispose of such distributees, legatees, and heirs.
properties without the probate court’s - LEGAL BASIS: Jurisprudence
approval. Doing so would be tantamount to
divesting the latter of its jurisdiction. A SHORTENED VERSION:
probate court acting as such, exercises limited
jurisdiction. The said court is primarily
concerned with the administration, HEIRS OF SPS. MAGLASANG VS. MANILA BANKING
liquidation, and distribution of the estate. In CORP.
executing any joint agreement which appears
to be in the nature of an EXTRAJUDICIAL FACTS:
PARTITION, as in the case at bar, court
PONENTE: J. Perlas-Bernabe
approval is imperative, and the heirs CANNOT
MOTION: Petition For Review on Certiorari
just DIVEST the court of its jurisdiction over
any part of the estate. Sps. Maglasang obtained a credit line from
- LEGAL BASIS: Jurisprudence MBC secured by REM. When Flaviano
Maglasang died, his son Edgar was appointed
Why is there a time prescribed for notice of as atty-in-fact by Flaviano’s heirs.
He filed a petition for letters of administration
claims against the estate?
of Flaviano’s intestate estate w/c the probate
court granted.
- The time limit for filing claims against the Court issued a Notice to Creditors for filing of
estate exists for the following reasons: money claims against the estate. MBC notified
o To protect the state of the deceased by the court of its claim. When Court terminated
informing the executor or administrator the proceedings and executed an extra-judicial
of the claims against it, thus enabling partition over the properties, the loan
obligations owed to MBC remained unsatisfied
him/her to examine each claim and to
though the court recognized the rights of MBC
to foreclose the mortgage.
MBC extrajudicially foreclosed the mortgage; What are the three (3) remedies that may be
however, after auction sale, a deficiency resorted by a secured creditor?
remained on Maglasangs’ obligation. Thus, it - Waive the mortgage and claim the entire debt
filed a suit to recover the deficiency.
from the estate of the mortgagor as an
RTC ruled in their (MBC) favor so the
ORDINARY CLAIM
Maglasangs appealed to CA contending that
under Remedies available to Manila Banking - Foreclose the mortgage judicially and prove
Corp. under Sec. 7, Rule 86 of ROC are the deficiency as an ORDINARY CLAIM
alternative and exclusive, such that the election - Rely on the mortgage exclusively, or other
of one operates as a waiver of the others and security and foreclose the same before it is
since MBC filed a claim in the probate court, it barred by prescription without the right to file
has abandoned its right to foreclose the
a claim for any deficiency.
property and is barred from recovering any
deficiency. - LEGAL BASIS: SECTION 7, RULE 86
CA denied the appeal and contended that Act.
3135 applies w/c allows MBC to extrajudicially May the creditor avail of more than one
foreclose and recover the deficiency. remedy?
ISSUE: W/ SECTION 7, RULE 86 of the RoC - No. They may only be alternatively adopted for
and not Article 3135 applies in this case the satisfaction of his/her indebtedness.
HELD: MBC had a right to extrajudicially These remedies are DISTINCT,
foreclose the property but it cannot recover the
deficiency. Both Sec. 7, Rule 86 of ROC and INDEPENDENT, AND MUTUALLY EXCLUSIVE
Act. 3135 apply complementarily in the case at from one another; the election of one
bar. Foreclosure under the 3rd remedy in Sec. effectively BARS the exercise of others.
7, Rule 86 of ROC includes extrajudicial - LEGAL BASIS: Jurisprudence
foreclosure under Act. 3135. However, upon
choosing said remedy, creditor waives his right
to recover the deficiency. When MBC sought to
extra-judicially foreclose the mortgage of the What are nuances of the third remedy from
properties previously belonging to Sps. the others?
Maglasang and it therefore, availed of the third - The availment of the third option BARS
option waiving its right to recover the HIM/HER from claiming any deficiency
deficiency.
amount. After such option is chosen, the
procedure is also governed by the provisions
of Act. No 3135. Operation of Act. No. 3135
does not entirely discount the application of Subsequently, when Donata died, Erlinda
Section 7 of Rule 86, or vice-versa. The two (2) instituted a petition for the administration of the
complement each other within their respective intestate estate of Donata.
spheres of operation. Erlinda (Donata’s niece) and her husband,
Gregorio, were appointed as administrators of
When is Judicial Foreclosure deemed elected Donata’s intestate estate. Thirty-three (33) years
by the Mortgage Creditor? after Maximino’s death, Silverio, a nephew of
- Upon the filing of the suit for collection OR Maximino, filed for Letters of Administration for
upon the filing of the complaint in an action the intestate estate of Maximino, this was initially
for foreclosure of mortgage, pursuant to Rule granted. But then, Gregorio filed a Motion to Set
68. aside the Order, claiming that the said properties
were already under his and his wife’s
When is Extrajudicial Foreclosure deemed administration as part of the intestate estate of
elected by the Mortgage Creditor? Donata.
- Upon the filing of the petition with the Office Thereafter, he filed a complaint against the heirs
of the Sheriff of the province where the sale is of Donata for the partition, annulment, and
to be made in accordance with the provisions recovery of possession of real property. They
of Act No. 3135 as amended by Act No. 4118. alleged that Donata, as administratrix of the
estate of Maximino, through fraud and
PILAPIL VS. HEIRS OF BRIONES misrepresentation, in breach of trust, and
FACTS: without the knowledge of the other heirs,
succeeded in registering in her name the real
PONENTE: J. Chico-Nazario properties belonging to the intestate estate of
MOTION: Motion for Reconsideration Maximino.
Maximino was married to Donata but their union ISSUE: W/ Silverio has a rightful claim to recover
did not produce any children. When Maximino his share from Maximino’s estate based on the
died, Donata instituted intestate proceedings to alleged misrepresentation of Donata
settle her husband’s estate, which appointed RULING: NONE. Silverio’s cause of action had
Donata as the administratrix of Maximino’s already prescribed. Under Article 1144 of the
estate. NCC, actions must be brought within ten (10)
years from the time the right of action accrues. In
this case, there is an obligation created by law - YES. The publication in the newspapers of the
which falls under the purview of the Article, filing of the application and of the date set for
hence Silverio had only ten (10) years to bring an the hearing of the same, in the manner
action for reconveyance of their shares in prescribed by law, IS A NOTICE TO THE
Maximino’s estate. WHOLE WORLD OF THE EXISTENCE OF THE
Furthermore, Donata was able to register the real PROCEEDINGS, and of the hearing on the
properties in her name, not through fraud or date and time indicated in the publication.
mistake, but pursuant to an Order, dated 2 - LEGAL BASIS: Jurisprudence
October 1952, issued by the CFI in Special
Proceedings No. 928-R.
The CFI Order, presumed to be fairly and SABIDONG VS. SOLAS
regularly issued, declared Donata as the sole,
absolute, and exclusive heir of Maximino; hence, FACTS:
making Donata the singular owner of the entire
estate of Maximino, including the real properties, PONENTE: Villarama, Jr.
and not merely a co-owner with the other heirs of MOTION: Administrative Case
her deceased husband. The subject of this controversy is Lot No. 11. It’s
part of the Hodges Estate which is a subject of
What is the purpose of the publication pending intestate proceedings.
requirement of notice? Rodolfo Sabidong is the son of Trinidad Sabidong,
- To inform all interested parties in the estate of one of the longest occupants of subject lot. There
the deceased of the existence of the settlement was an ejectment suit filed by the Hodges Estate
proceedings, most especially those who were docketed at the MTCC Iloilo City Branch 4.
not named as heirs or creditors in the petition, A decision was rendered ordering the occupants
REGARDLESS of whether such omission was to vacate the portion of Lot 11 leased to Trinidad.
VOLUNTARILY OR INVOLUNTARILY MADE. At that time, herein respondent, Nicolasito Solas,
- LEGAL BASIS: Jurisprudence was the Clerk of Court III of MTCC, Branch 3,
Iloilo City.
Is the settlement of estate (regardless whether Nicolasito offered to purchase Lot 11. The probate
it’s testate or intestate) a proceeding IN REM? court granted Solas’ motion for the issuance of a
writ of possession. Thereafter a deed of Sale with
mortgage covering Lot 11 was executed. A new delivered to the heirs entitled to receive the
certificate in the name of Solas was issued. same.
The Court then received a sworn letter- complaint - A property forming part of the estate under
asserting that Solas cannot buy the property that judicial settlement continues to be subject of
is still subject of litigation and that Solas litigation until the probate court issues an
committed deception, dishonesty, oppression, order declaring the estate proceedings are
and grave abuse of authority. closed and terminated.
Is an estate proceeding considered pending - APPLICATION: Since there is no evidence to
litigation in relation to the ban of a court show that the Special Proceedings concerning
official from purchasing such properties under subject lot has already been closed and
Article 1491 of the New Civil Code? terminated at the time of the execution of the
- YES. For the prohibition to apply, the sale or deed of sale with mortgage, Lot 11 is still
assignment of the property must take place deemed to be in litigation subject to the
DURING THE PENDENCY of the litigation operation of Article 1491 (5) of the NCC.
involving the property. The prohibition - Despite this, it was held that Solas did not
includes the act of acquiring by assignment violate the rule on disqualification of an officer
and shall apply to lawyers, with respect to the of the court to purchase because the special
property and rights which may be the object of proceeding was then pending before another
any litigation in which they may take part by court and not the MTCC where he was the
virtue of their profession. Where the property Clerk of Court.
is acquired after the termination of the case,
no violation of (5) Article 1491 of the Civil When can something be considered “in
Code attaches. litigation”?
- As long as the order for the distribution of the - It is considered in litigation not only if there is
estate has not been complied with, the some contest over it in court, but also from
PROBATE PROCEEDINGS CANNOT BE the moment that it becomes subject to the
DEEMED CLOSED AND TERMINATED. The judicial action of the judge.
probate court loses jurisdiction of an estate
under administration only after the payment
of all the debts and the remaining estate ARANAS VS. MERCADO
deceased and his/her estate. All that the court deceased survived and substituted by son Dr.
could do regarding said properties is to Ruel Villafria) without their consent.
determine whether they should be included in Petitioner Butiong herein contends that the trial
the inventory of properties to be administered court had no jurisdiction to rule on the matter
by the administrator. because the allegations in the complaint filed by
- APPLICATION: The RTC acted with Respondents Plazo show that the cause of action
circumspection and proceeded under the is actually one for SETTLEMENT OF ESTATE OF
guiding policy that it was best to include all THE DECEDENT PEDRO RINOZA.
properties in the possession of the Considering that the settlement of estate is a
administrator or what was known by the special proceeding cognizable by a probate court
administrator to belong to Emigdio rather of LIMITED JURISDICTION whereas JUDICIAL
than exclude properties that could be actually PARTITION WITH ANNULMENT OF TITLE AND
part of the decedent’s estate. RECOVERY OF POSSESSION is an ordinary civil
- LEGAL BASIS: SECTION 1, RULE 83 action cognizable by a court of general
jurisdiction, the trial court exceeded its
BUTIONG VS. PLAZO
jurisdiction in entertaining the respondent’s
FACTS: complaint.
ISSUE: W/ the trial court has jurisidiction in this
PONENTE: Peralta case
MOTION: Petition for Review on Certiorari under RULING: YES. A complaint alleging a cause of
Rule 45 action which identifies the heirs of the decedent,
Pedro Rinoza died intestate without any debts properties of the estate and their rights thereto
leaving several properties and several heirs. These does not ipso facto make it an action for
heirs included Maria Gracia Plazo and Maria Fe settlement of estate.
Alaras his first wife and his daughter, herein The general rule is that when a person dies
respondents in this case. intestate or testate, but then failed to name an
Maria filed an action for Judicial Partition with executor or such executor is incompetent or fails
Annulment of Title and Recovery of Possession on his/her obligations under the Rules of Court, the
the ground that their co-heirs, Benita Tenorio and decedent’s estate shall be judicially administered
her children had sold subject properties to sps and a subsequent appointment of a qualified
Francisco Villafria and Maria Butiong (both administrator shall be done.
Ricardo Sr. then argued before the SC that the October 31, 2006 Omnibus Order upholding
CA committed a reversible error in upholding the the grant of letters of administration to and
validity of the sale of the properties upon the taking of an oath of administration by
ground that the probate court cannot annul the respondent Silverio, Jr., as otherwise the CA
sales as it has a limited jurisdiction only and would have expressly set aside as well the
which does not include resolving issues of directive in the same Omnibus Order allowing
ownership. the sale of the subject properties.
Can a probate court annul a sale? - Therefore, respondents Ocampo, Citrine and
- Yes. An unauthorized sale by an administrator ZEE2 should not be prejudiced by the flip-
of a property of the deceased is null and void flopping appointment of Administrator by the
and the title does not pass to the purchaser. intestate court, having relied in good faith that
- Any disposition of estate property by an the sale was authorized and with prior
administrator or prospective heir pending final approval of the intestate court under its
adjudication requires court approval. Any Omnibus Order dated October 31, 2006 which
unauthorized disposition of estate property remained valid and subsisting insofar as it
can be annulled by the probate court, there allowed the aforesaid sale
being no need for a separate action to annul
the unauthorized disposition.
- DOCTRINE: The probate court, having
jurisdiction over properties, under
administration, has the authority not only to
approve any disposition or conveyance, but
also to annul an unauthorized sale by the
prospective heirs or administrator.
- LEGAL BASIS: Jurisprudence
- DECISION TO FACTS: However, while it is
true that petitioner was eventually reinstated
as Administrator, the SC agree with the CA
that the permanent injunction issued under
the said decision, as explicitly stated in its
fallo, pertained only to the portions of the