- CASE DIGEST -
Pastor v.
CA
G.R. No.
L-56340, June 24, 1983.
SUBJECT: LAW ON WILLS AND SUCCESSION
Topic: Intrinsic Validity and Ownership on a Probate Order;
FACTS:
Spouses Alvaro Pastor, Sr. and Sofia Bossio were survived by their two
legitimate children Alvaro Pastor, Jr. (Pastor Jr.) and Sofia Pastor (Sofia),
and an illegitimate child, Lewellyn Quemada. Quemada filed a petition for the
probate and allowance of an alleged holographic will of Pastor Sr. with the CFI
which contained only one testamentary disposition: a legacy in favor of Quemada
consisting of 30% of Pastor Sr.’s 42% share in the operation by ATLAS.
Thereafter, the probate court appointed Quemada as special administrator of the
entire estate of Pastor Sr. whether or not covered or affected by the
holographic will. Consequently, Quemada instituted against Pastor Jr., and his
wife an action for reconveyance of alleged properties of estate which included
the properties subject of the legacy which were in the names of spouses Pastor
Sr. and Ma. Elena, who claimed to be the owners in their own rights, and not by
inheritance.
The
probate court issued an order allowing the will to probate. The order was
affirmed by CA and on petition for review, the SC dismissed the petition and
remanded the same to the probate court after denying reconsideration. For two
years after remand of the case to the probate court, all pleadings of both
parties remained unacted upon.
Not
long after, the probate court set the hearing on the intrinsic validity of the
will but upon objection of Pastor Jr. and Sofia on the ground of pendency of
the reconveyance suit, no hearing was held. Instead, the probate court required
the parties to submit their respective position papers. While the reconveyance
suit was still pending in another court, the probate court issued Order of
Execution and Garnishment, resolving the question of ownership of the royalties
payable by ATLAS and ruling in effect that the legacy to Quemada was not
inofficious.
Pursuant
to said order, ATLAS was directed to remit directly to Quemada the 42%
royalties due to decedent’s estate, of which Quemada was authorized to retain
75% for himself as legatee. Further, the 33% share of Pastor Jr. and/or his
assignees was ordered garnished to answer for the accumulated legacy of
Quemada. Being ―immediately executory‖, Quemada succeeded in obtaining a Writ
of Execution and Garnishment.
The
oppositors sought reconsideration thereof but in the meantime, the probate
court ordered suspension of payment of all royalties due Pastor Jr. and/or his
assignees until after resolution of oppositor’s motion for reconsideration.
Pending motion, Pastor Jr. and his wife filed with the CA a petition for
certiorari and prohibition with a prayer for writ of preliminary injunction
assailing the writ of execution and garnishment issued by the probate court.
However, said petition was denied as well as their motion for reconsideration.
Hence, this petition for review by certiorari with prayer for a writ of
preliminary injunction.
ISSUE: Whether or not the Probate Order resolved with finality the
questions of ownership and intrinsic validity.
RULING:
In a special proceeding for the probate of a will, the issue by and large is
restricted to the extrinsic validity of the will. As a rule, the question of
ownership is an extraneous matter which the Probate Court cannot resolve with
finality. Thus, for the purpose of determining whether a certain property
should or should not be included in the inventory of estate properties, the
Probate Court may pass upon the title thereto, but such determination is
provisional, not conclusive, and is subject to the final decision in a separate
action to resolve title.
The
Order sought to be executed by the assailed Order of execution is the Probate
Order allegedly resolved the question of ownership of the disputed mining
properties. However, nowhere in the dispositive portion is there a
declaration of ownership of specific properties. On the contrary, it is
manifested therein that ownership was not resolved. For it confined itself to
the question of extrinsic validity of the will, and the need for and propriety
of appointing a special administrator. Thus it allowed and approved the
holographic will ―with respect to its extrinsic validity, the same having been
duly authenticated pursuant to the requisites or solemnities prescribed by
law.‖ It declared that the intestate estate administration aspect must proceed
subject to the outcome of the suit for reconveyance of ownership and possession
of real and personal properties.
The
Probate Court did not resolve the question of ownership of the properties
listed in the estate inventory, considering that the issue of ownership was the
very subject of controversy in the reconveyance suit that was still pending. It
was, therefore, error for the assailed implementing Orders to conclude that the
Probate Order adjudged with finality the question of ownership of the mining
properties and royalties, and that, premised on this conclusion, the
dispositive portion of the said Probate Order directed special administrator to
pay the legacy in dispute.
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