spec pro- digested matute, etc.- nia
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8/13/2019 Spec Pro- Digested Matute, Etc.- Nia
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Matute vs. Court of Appeals
26 SCRA 768G.R. No. L-26751, G.R. No. L-26085, G.R. No. L-26106January 31, 1969(L-26751)
Facts: On August 20, 1965 when Carlos S. Matute, one of the Matute heirsand a full-blood brother of both the petitioner and the herein respondent
Matias S. Matute, filed in Special Proceeding (settlement of the Matute
estate) a petition praying for the removal of Matias as co-administratorand his appointment in such capacity. Carlos alleged that for a period of
more than two years from the date of his appointment, saidMa tias S.
Matute has neglected to render a true, just and complete account of his
administration and that he is not only incompetent but also negligent in hismanagement of the estate under his charge consisting of five haciendas.
The respondent Matias opposed the allegation that it is completely without
basis and false. Records show that he made an accounting and the same
was submitted to the court. That his competence to act as administratorhas been established to the satisfaction of the court.It appears that duringthe reception of evidence conducted on December 29, 1965 by the probate
court, Carlos S. Matute and the other heirs submitted their respective lists
of exhibits in support of their motion to ousts Matias. On January 8, 1966
Matias filed a written objection to the admission of he movants exhibits
on the ground that the same were hearsay, self-serving, irrelevant and/ormerephotostatic copies of supposed originals which never properly
dentified nor shown in court. four days later, the Counsel for Matias filedwith leave of Court a Motion to Dismiss and/or Demurrer toEvidence
which avers that there is no sufficient evidence on record to justify and
support the motions for the removal of the herein co-administrator Matias
S. Matute.The probate court issued an order removing Matias S. Matute asco-administrator. Hence, the certiorari. The respondent contends that the
disputed order removing him as co-administrator is a patent nullity. Upon
the other hand, the petitioner advances the reason in support of the order
of removal that the probate judge accorded the respondent all the
opportunity to adduce his evidence but the latter resorted to dilatory
tactics such as filing a motion to dismiss or demurrer to evidence.
Issue: Whether or not Rule 33 regarding judgment on demurrer to
evidenceis applicable to special proceedings such that its disregard by the
probate court amounts to grave abuse of discretion.
Held: Yes. Section 2, Rule 72 of the Rules of Court provides that in the
absence of special provisions, the rules provided for in ordinary civil
actions shall be, as far as practicable, applicable in special proceedings.
The application of the above cited Rule in special proceedings, like the caseat bar, is authorized by the Rules. Instead of resolving the foregoingmotion, the probate judge issued the controverted order removing the
respondent as co-administrator without giving him the opportunity to
adduce his own evidence despite his explicit reservation that he be
afforded the chance to introduce evidence in his behalf in the event of
denial of his motion to dismiss and/or demurrer to evidence. The Courtview that the above actuation of the probate judge constituted grave
abuse of discretion which dooms his improvident order as nullity.
ANCHETA V. GUERSEY-DALAYGON (Succession)
Binding Effect of Judgments490 SCRA 140
June 8, 2006
Facts: Spouses Audrey ONeill (Audrey) and W. Richard Guersey (Richard) were
American citizens who have resided in the Philippines for 30 years. They have anadopted daughter, Kyle Guersey Hill (Kyle). Audrey died in 1979. She left a will
wherein she bequeathed her entire estate to Richard consisting of Audreys conjugal
share in real estate improvements at Forbes Park, current account with cash balance
and shares of stock in A/G Interiors. Two years after her death, Richard marriedCandelaria Guersey-Dalaygon. Four years thereafter, Richard died and left a will
wherein he bequeathed his entire estate to respondent, except for his shares in A/G,
which he left to his adopted daughter.
Petitioner, as ancillary administrator in the court where Audreys will was admitted to
probate, filed a motion to declare Richard and Kyle as heirs of Audrey and a project of
partition of Audreys estate. The motion and project of partition were granted.Meanwhile, the ancillary administrator with regards to Richards will also filed a project
of partition, leaving 2/5 of Richards undivided interest in the Forbes property wasallocated to respondent Candelaria, while 3/5 thereof was allocated to their three
children. Respondent opposed on the ground that under the law of the State of
Maryland, where Richard was a native of, a legacy passes to the legatee the entire
nterest of the testator in the property subject to the legacy.
Issue: Whether or not the decree of distribution may still be annulled under the
circumstances.
Held: A decree of distribution of the estate of a deceased person vests the
title to the land of the estate in the distributees, which, if erroneous may
be corrected by a timely appeal. Once it becomes final, its binding effect is
ike any other judgment in rem.
However, in exceptional cases, a final decree of distribution of the estate may be set
aside for lack of jurisdiction or fraud. Further, in Ramon vs. Ortuzar, the Court ruledthat a party interested in a probate proceeding may have a final liquidation set aside
when he is left out by reasonof circumstances beyond his control or through
mistake or inadvertence not imputable to negligence.
Petitioners failure to proficiently manage the distribution of Audestate according to the terms of her will and as dictated by the applic
law amounted to extrinsic fraud. Hence the CA Decision annulling the
Orders dated February 12, 1988 and April 7, 1988, must be uph
Ancheta v. Guersey-Dalaygon 490 SCRA 140Austria-Martinez, J:Facts: Audrey and Richard were married. They had a son, Kyle. They are Ame
Citizens, domiciled therein but has been residing in the Philippines for 30 years. W
Audrey died she left a will bequeathing ALLHER PROPERTIES (including the Mproperty, shares in a company and savings account) to her husband. Richard rema
to herein respondent. When Richard died, he left a will bequeathing also, a
properties to respondent except the shares which he gave to his son. The will of Au
was duly probated in Maryland. The same is true with that of Richard. Anchetaappointed as the anciliary administrator of the estate. The latter filed pro
proceedings here in the Philippines and filed a PROJECT PARTITION whereby he di
apply the LAW OF MARYLAND but instead applied the Philippine Law. Hence, instebequeathing all the Makati property to respondent, he only awarded thereo
gave the to Kyle. Respondent alleged that the latter violated his fiduciary because he did not apply the Maryland Law and also, he disregarded the wi
Richard and AudreyDefense of petitioner: He did not act in bad faith as executor
respondent cannot anymore asked for the setting aside of the PROJECT OF PARTI
because it has already become FINAL. Petitioner also contended that the actionalready prescribed since respondent already knew of the distribution of the estate
1984 but no action was made thereon Respondents allegations: That petitioner comEXTRINSIC FRAUD because he did not perform his fiduciary duty in upholding the w
Audrey. Hence, such EXTRINSIC FRAUD is sufficient to set aside thedecRespondent replied that he was not able to question the distribution because he
not aparty to it The CA found merit in respondents cause and found that petitioners failure to
the terms of Audreys will, despite the latters declaration of good faith, amounted to extrinsic fraUd
Issue:
1.WON the State of Maryland Law shall apply in this case2.WON the defense of GF in applying Philippine law may be accepted in this case
3.WON the judgment may still be set aside on the ground of FRAUD even if it is al
final4.WON the action for annulment has already prescribed
Guy v. CA (Court of Appeals) Digest
Facts:
1. The special proceeding case concerns the settlement of the estatSima Wei (a.k.a. Rufina Guy Susim). Private-respondents Karen Kamille alleged that they are the acknowledged illegitimate childre
Sima Wei who died intestate. The minors were represented by
mother Remedios Oanes who filed a petition for the issuance of lette
administration before the RTC of Makati City.
2. Petitioner who is one of the children of the deceased with his surv
spouse, filed for the dismissal of the petition alleging that his father le
debts hence, his estate may be settled without the issuance of le
administration. The other heirs filed a joint motion to dismiss alleging the certification of non-forum shopping should have been signedRemedios and not by counsel.
3. Petitioners further alleged that the claim has been paid and waive
reason of a Release of Claim or waiver stating that in exchange
financial and educational assistance from the petitioner, Remedios andminor children discharged the estate of the decedent from any an
liabilities.
4. The lower court denied the joint motion to dismiss as well as
supplemental motion ruling that the mother is not the duly constitguardian of the minors hence, she could not have validly signed
waiver. It also rejected the petitioner's objections to the certificate of
forum shopping. The Court of Appeals affirmed the orders of the lo
court. Hence, this petition.
Issue: Whether or not a guardian can validly repudiate
inheritance the wards
RULING: No, repudiation amounts to alienation of property and par
and guardians must necessarily obtain judicial approval. repudiatio
inheritance must pass the court's scrutiny in order to protect the interest of the ward. Not having been authorized by the court, the rele
or waiver is therefore void. Moreover, the private-respondents could
have waived their supposed right as they have yet to prove their statu
illegitimate children of the decedent. It would be inconsistent to rule
they have waived a right which, according to the petitioner, the lattenot have.
As to the jurisdiction of the court to determine the heirs
The court is not precluded to receive evidence to determine the filiatiothe claimants even if the original petition is for the issuance of let
administration. Its jurisdiction extends to matters collateral and incide
to the settlement of the estate, with the determination of heir
included. As held in previous decision, two causes of action may
brought together in one complaint, one a claim for recognition, andother to claim inheritance. (Briz v. Briz)
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