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07 - Estate of Amos Bellis

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Estate of Amos Bellis

20 SCRA 358

Facts: On August 5, 1952, Amos G. Bellis executed a will in the Philippines, declaring
that his distributable estate should be divided in the following order and manner: (a)
$240,000 to Mary E. Mallen, his first wife; (b) P40,000 each to his three illegitimate
children: Amos Jr., Maria Cristina, and Miriam; and (c) the remainder to his seven
surviving children by his first and second wives, namely: Edward, Henry, Alexander and
Anna, Edwin, Walter and Dorothy.

On July 8, 1958, Amos G. Bellis died a resident of San Antonio, Texas and on September
15, 1958, his will was admitted to probate in the Court of First Instance of Manila.
People’s Bank and Trust Company paid all the bequest therein, as executor of the will. In
preparation to closing its administration, the executor submitted and filed its report,
declaring the satisfaction of Amos G. Bellis’ will.

Maria Cristina and Miriam filed their respective oppositions to the project of partition on
the ground that they were deprived of their legitimes as illegitimate children. On April 30,
1964, the lower court overruled the oppositions and approved the executor’s final
account, report and administration and project of partition, relying upon Article 16 of the
Civil Code, it applied the national law of the decedent (Texas law), which did not provide
for legitimes.

Issue: Whether or not Texas law or Philippine law should apply to the legitimes of the
petitioners.

Ruling: Article 16, par. 2, and Article 1039 of the Civil Code, render applicable the
national law of the decedent, in intestate or testamentary successions, with regard to four
items: (a) the order of succession; (b) the amount of successional rights; (c) the intrinsic
validity of the provisions of the will; and (d) the capacity to succeed. The appellants
would however counter that Article 17, par. 3 prevails as an exception to Article 16, par. 2
of the Civil Code.

The Court ruled it as incorrect. By deleting the phrase, “notwithstanding the provisions of
this and the next preceding article” in the incorporation of Article 11 of the old Civil Code
as Article 17 of the new Civil Code, it must have been the purpose of the Congress to
make the second paragraph of Article 16 as specific provision in itself which must be
applied in testate and intestate succession.

It is evident that whatever public policy or good customs may be involved in our system
of legitimes, Congress has not intended to extend the same to the succession of foreign
nationals. For it has specifically chosen to leave the amount of successional rights to the
decedent’s national law. As previously ruled, a provision in a foreigner’s will to the effect
that his properties shall be distributed in accordance with Philippine law and not his
national law, is illegal and void.

The Philippine law on legitimes cannot be applied to the testacy of Amos G. Bellis.

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