Palaganas v. Palaganas, G.R. No. 169144, (January 26, 2011) )

SECOND DIVISION
[G.R. No. 169144. January 26, 2011.]

IN RE: IN THE MATTER OF THE PETITION TO APPROVE THE
WILL OF RUPERTA PALAGANAS WITH PRAYER FOR THE
APPOINTMENT OF SPECIAL ADMINISTRATOR,
MANUEL MIGUEL PALAGANAS and BENJAMIN GREGORIO
PALAGANAS, petitioners, vs. ERNESTO PALAGANAS, respondent.
DECISION
ABAD, J :
p
This case is about the probate before Philippine court of a will executed abroad by a
foreigner although it has not been probated in its place of execution.
AIcaDC
The Facts and the Case

On November 8, 2001 Ruperta C. Palaganas (Ruperta), a Filipino who became a
naturalized United States (U.S.) citizen, died single and childless. In the last will and
testament she executed in California, she designated her brother, Sergio C.
Palaganas (Sergio), as the executor of her will for she had left properties in the
Philippines and in the U.S.
On May 19, 2003 respondent Ernesto C. Palaganas (Ernesto), another brother of
Ruperta, led with the Regional Trial Court (RTC) of Malolos, Bulacan, a petition for
the probate of Ruperta's will and for his appointment as special administrator of her
estate. 1 On October 15, 2003, however, petitioners Manuel Miguel Palaganas
(Manuel) and Benjamin Gregorio Palaganas (Benjamin), nephews of Ruperta,
opposed the petition on the ground that Ruperta's will should not be probated in the
Philippines but in the U.S. where she executed it. Manuel and Benjamin added that,
assuming Ruperta's will could be probated in the Philippines, it is invalid
nonetheless for having been executed under duress and without the testator's full
understanding of the consequences of such act. Ernesto, they claimed, is also not
qualified to act as administrator of the estate.
Meantime, since Ruperta's foreign-based siblings, Gloria Villaluz and Sergio, were on
separate occasions in the Philippines for a short visit, respondent Ernesto led a
motion with the RTC for leave to take their deposition, which it granted. On April
13, 2004 the RTC directed the parties to submit their memorandum on the issue of
whether or not Ruperta's U.S. will may be probated in and allowed by a court in the
Philippines.
On June 17, 2004 the RTC issued an order: 2 (a) admitting to probate Ruperta's last
will; (b) appointing respondent Ernesto as special administrator at the request of
Sergio, the U.S.-based executor designated in the will; and (c) issuing the Letters of
Special Administration to Ernesto.
Aggrieved by the RTC's order, petitioner nephews Manuel and Benjamin appealed to
the Court of Appeals (CA), 3 arguing that an unprobated will executed by an
American citizen in the U.S. cannot be probated for the first time in the Philippines.
On July 29, 2005 the CA rendered a decision, 4 arming the assailed order of the
RTC, 5 holding that the RTC properly allowed the probate of the will, subject to
respondent Ernesto's submission of the authenticated copies of the documents
specied in the order and his posting of required bond. The CA pointed out that
Section 2, Rule 76 of the Rules of Court does not require prior probate and
allowance of the will in the country of its execution, before it can be probated in the
Philippines. The present case, said the CA, is dierent from reprobate, which refers
to a will already probated and allowed abroad. Reprobate is governed by dierent
rules or procedures. Unsatised with the decision, Manuel and Benjamin came to
this Court.
TCDHIc
The Issue Presented

The key issue presented in this case is whether or not a will executed by a foreigner
abroad may be probated in the Philippines although it has not been previously
probated and allowed in the country where it was executed.
The Court's Ruling
Petitioners Manuel and Benjamin maintain that wills executed by foreigners abroad
must rst be probated and allowed in the country of its execution before it can be
probated here. This, they claim, ensures prior compliance with the legal formalities
of the country of its execution. They insist that local courts can only allow probate of
such wills if the proponent proves that: (a) the testator has been admitted for
probate in such foreign country, (b) the will has been admitted to probate there
under its laws, (c) the probate court has jurisdiction over the proceedings, (d) the
law on probate procedure in that foreign country and proof of compliance with the
same, and (e) the legal requirements for the valid execution of a will.
But our laws do not prohibit the probate of wills executed by foreigners abroad
although the same have not as yet been probated and allowed in the countries of
their execution. A foreign will can be given legal eects in our jurisdiction. Article
816 of the Civil Code states that the will of an alien who is abroad produces eect in
the Philippines if made in accordance with the formalities prescribed by the law of
the place where he resides, or according to the formalities observed in his country. 6
In this connection, Section 1, Rule 73 of the 1997 Rules of Civil Procedure provides
that if the decedent is an inhabitant of a foreign country, the RTC of the province
where he has an estate may take cognizance of the settlement of such estate.
Sections 1 and 2 of Rule 76 further state that the executor, devisee, or legatee
named in the will, or any other person interested in the estate, may, at any time
after the death of the testator, petition the court having jurisdiction to have the will
allowed, whether the same be in his possession or not, or is lost or destroyed.
Our rules require merely that the petition for the allowance of a will must show, so
far as known to the petitioner: (a) the jurisdictional facts; (b) the names, ages, and
residences of the heirs, legatees, and devisees of the testator or decedent; (c) the
probable value and character of the property of the estate; (d) the name of the
person for whom letters are prayed; and (e) if the will has not been delivered to the
court, the name of the person having custody of it. Jurisdictional facts refer to the
fact of death of the decedent, his residence at the time of his death in the province
where the probate court is sitting, or if he is an inhabitant of a foreign country, the
estate he left in such province. 7 The rules do not require proof that the foreign will
has already been allowed and probated in the country of its execution.
In insisting that Ruperta's will should have been rst probated and allowed by the
court of California, petitioners Manuel and Benjamin obviously have in mind the
procedure for the reprobate of will before admitting it here. But, reprobate or reauthentication of a will already probated and allowed in a foreign country is
dierent from that probate where the will is presented for the rst time before a
competent court. Reprobate is specically governed by Rule 77 of the Rules of
Court. Contrary to petitioners' stance, since this latter rule applies only to reprobate
of a will, it cannot be made to apply to the present case. In reprobate, the local court
acknowledges as binding the ndings of the foreign probate court provided its
jurisdiction over the matter can be established.
caTIDE
Besides, petitioners' stand is fraught with impractically. If the instituted heirs do not
have the means to go abroad for the probate of the will, it is as good as depriving
them outright of their inheritance, since our law requires that no will shall pass
either real or personal property unless the will has been proved and allowed by the
proper court. 8
Notably, the assailed RTC order of June 17, 2004 is nothing more than an initial
ruling that the court can take cognizance of the petition for probate of Ruperta's will
and that, in the meantime, it was designating Ernesto as special administrator of
the estate. The parties have yet to present evidence of the due execution of the will,
i.e., the testator's state of mind at the time of the execution and compliance with
the formalities required of wills by the laws of California. This explains the trial
court's directive for Ernesto to submit the duly authenticated copy of Ruperta's will
and the certified copies of the Laws of Succession and Probate of Will of California.
WHEREFORE, the Court DENIES the petition and AFFIRMSthe Court of Appeals
decision in CA-G.R. CV 83564 dated July 29, 2005.
SO ORDERED.
Carpio, Nachura, Mendoza and Sereno, * JJ., concur.

Footnotes
1.
Docketed as Special Proceedings 112-M-2003, Branch 10, RTC of Malolos, Bulacan.
2.
Rollo, pp. 73-77.
3.
CA-G.R. CV 83564.
4.
Penned by Associate Justice Ruben T. Reyes and concurred in by Associate

Justices Rebecca De Guia Salvador and Fernanda Lampas Peralta.
5.
Rollo, pp. 26-39.
6.
CIVIL CODE OF THE PHILIPPINES, Art. 816.
7.
Cuenco v. Court of Appeals, 153 Phil. 115, 133 (1973); Herrera, Remedial Law, Vol.
III-A, Rex Bookstore, 1996 ed., p. 46.
8.
CIVIL CODE OF THE PHILIPPINES, Art. 838; RULES OF COURT, Rule 75, Sec. 1.
Designated as additional member in lieu of Associate Justice Diosdado M. Peralta,

per raffle dated January 24, 2011.

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SECOND DIVISION

[G.R. No. 169144. January 26, 2011.]

The Facts and the Case

The Issue Presented

Carpio, Nachura, Mendoza and Sereno, * JJ., concur.

Docketed as Special Proceedings 112-M-2003, Branch 10, RTC of Malolos, Bulacan.

Rollo, pp. 73-77.

Penned by Associate Justice Ruben T. Reyes and concurred in by Associate

Rollo, pp. 26-39.

CIVIL CODE OF THE PHILIPPINES, Art. 816.

Designated as additional member in lieu of Associate Justice Diosdado M. Peralta,

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